| Avion Wealth | 39 | $20.0K | 0.00% | +4+11.4% | Added |
| TD Capital Management LLC | 38 | $20.3K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 38 | $20.4K | 0.02% | +5+15.2% | Added |
| Carolina Wealth Advisors, LLC | 38 | $20.4K | 0.01% | +8+26.7% | Added |
| Dogwood Wealth Management LLC | 39 | $21.0K | 0.01% | +10+34.5% | Added |
| Kemnay Advisory Services Inc. | 40 | $21.5K | 0.00% | −15−27.3% | Reduced |
| Monetary Solutions, Ltd | 40 | $21.5K | 0.02% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 40 | $21.5K | 0.02% | +40 | New |
| Financial Avengers, Inc. | 40 | $21.6K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 40 | $22.0K | 0.02% | −125−75.8% | Reduced |
| Protective Life Corp | 42 | $22.6K | 0.08% | +42 | New |
| Steigerwald, Gordon & Koch Inc. | 44 | $23.7K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 45 | $24.2K | 0.01% | −15−25.0% | Reduced |
| Miller Capital Partners, Inc. | 45 | $24.2K | 0.01% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 46 | $24.7K | 0.01% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 47 | $25.3K | 0.02% | 00.0% | Unchanged |
| Bank of New Hampshire | 48 | $25.8K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 48 | $25.8K | 0.01% | +12+33.3% | Added |
| Cedar Mountain Advisors, LLC | 48 | $25.8K | 0.01% | +45+1,500.0% | Added |
| Timothy G. Youngquist 2020 Irrevocable Trust | 48 | $25.8K | 0.01% | +48 | New |
| Wealth Science Advisors LLC | 51 | $26.0K | 0.01% | +51 | New |
| Thompson Investment Management, Inc. | 50 | $26.9K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 50 | $26.9K | 0.00% | +50 | New |
| First PREMIER Bank | 50 | $27.0K | 0.01% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 52 | $28.0K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 52 | $28.0K | 0.01% | +1+2.0% | Added |
| Key Financial Inc | 52 | $28.0K | 0.00% | +20+62.5% | Added |
| Joseph Group Capital Management | 53 | $28.5K | 0.01% | +31+140.9% | Added |
| Bayforest Capital Ltd | 53 | $28.5K | 0.03% | +53 | New |
| Albion Financial Group | 53 | $28.5K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 53 | $28.5K | 0.01% | +1+1.9% | Added |
| Raffa Wealth Management, LLC | 54 | $29.1K | 0.00% | +12+28.6% | Added |
| Tripletail Wealth Management, LLC | 53 | $29.1K | 0.04% | 00.0% | Unchanged |
| Birchwood Financial Partners, Inc. | 55 | $29.8K | 0.03% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 55 | $29.8K | 0.01% | +13+31.0% | Added |
| Duncker Streett & Co Inc | 56 | $30.1K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 56 | $30.1K | 0.01% | +5+9.8% | Added |
| Sittner & Nelson, LLC | 56 | $30.1K | 0.01% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 57 | $30.7K | 0.00% | +37+185.0% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 57 | $30.7K | 0.02% | −1−1.7% | Reduced |
| Ares Financial Consulting, LLC | 56 | $30.8K | 0.02% | 00.0% | Unchanged |
| JNBA Financial Advisors | 59 | $31.7K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 59 | $31.7K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 59 | $32.3K | 0.01% | +1+1.7% | Added |
| Medallion Wealth Advisors, LLC | 60 | $32.3K | 0.01% | 00.0% | Unchanged |
| Centennial Bank | 60 | $32.3K | 0.01% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 61 | $32.8K | 0.00% | −1−1.6% | Reduced |
| Robinswood Financial LLC | 61 | $33.1K | 0.01% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 62 | $33.4K | 0.01% | +10+19.2% | Added |
| Acumen Wealth Advisors, LLC | 62 | $33.4K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 63 | $33.9K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 61 | $34.0K | 0.02% | 00.0% | Unchanged |
| Gould Capital, LLC | 65 | $35.0K | 0.02% | −5−7.1% | Reduced |
| Oakmont Corp | 65 | $35.0K | 0.01% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 66 | $35.5K | 0.01% | +35+112.9% | Added |
| Retirement Wealth Solutions LLC | 67 | $36.3K | 0.02% | +5+8.1% | Added |
| Wealth Preservation Advisors, LLC | 70 | $37.7K | 0.03% | −62−47.0% | Reduced |
| Signature Equity Partners, LLC | 70 | $37.9K | 0.02% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 71 | $38.2K | 0.00% | −21−22.8% | Reduced |
| GF Fund Management Co. Ltd. | 72 | $38.7K | 0.00% | +72 | New |
| Olistico Wealth, LLC | 76 | $41.1K | 0.02% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 80 | $43.0K | 0.02% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 80 | $43.0K | 0.00% | +80 | New |
| Wellington-Altus USA Inc. | 63 | $44.9K | 0.03% | −29−31.5% | Reduced |
| Winch Advisory Services, LLC | 84 | $45.0K | 0.01% | +1+1.2% | Added |
| Meramec Financial Planners, LLC | 72 | $45.8K | 0.02% | 00.0% | Unchanged |
| Torren Management, LLC | 87 | $46.6K | 0.02% | −322−78.7% | Reduced |
| Salomon & Ludwin, LLC | 86 | $47.3K | 0.00% | 00.0% | Unchanged |
| Southern Michigan Bank & Trust | 88 | $47.3K | 0.02% | +88 | New |
| Sachetta, LLC | 90 | $48.4K | 0.03% | −4−4.3% | Reduced |
| SIMA Wealth Partners, LLC | 90 | $48.4K | 0.04% | 00.0% | Unchanged |
| BankPlus Trust Department | 94 | $50.6K | 0.01% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 95 | $51.1K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 97 | $52.0K | 0.00% | +1+1.0% | Added |
| Westpac Banking Corp | 98 | $52.7K | 0.00% | −58−37.2% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 99 | $53.2K | 0.01% | +99 | New |
| SOA Wealth Advisors, LLC. | 99 | $53.5K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 100 | $53.8K | 0.00% | −10−9.1% | Reduced |
| Atlantic Private Wealth, LLC | 100 | $53.8K | 0.04% | 00.0% | Unchanged |
| WPG Advisers, LLC | 100 | $53.8K | 0.04% | 00.0% | Unchanged |
| Community Financial Services Group, LLC | 100 | $55.0K | 0.01% | +100 | New |
| Bayban | 108 | $58.1K | 0.05% | 00.0% | Unchanged |
| LRI Investments, LLC | 109 | $58.6K | 0.01% | +3+2.8% | Added |
| Addison Advisors LLC | 109 | $58.6K | 0.01% | +11+11.2% | Added |
| Anfield Capital Management, LLC | 114 | $61.3K | 0.02% | +114 | New |
| Westside Investment Management, Inc. | 116 | $62.6K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 117 | $62.8K | 0.01% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 117 | $62.9K | 0.01% | +117 | New |
| Hartford Financial Management Inc. | 118 | $63.5K | 0.02% | −21−15.1% | Reduced |
| Horizon Bancorp Inc | 118 | $64.0K | 0.03% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 120 | $64.6K | 0.01% | +23+23.7% | Added |
| High Note Wealth, LLC | 122 | $65.6K | 0.01% | +2+1.7% | Added |
| SBI Securities Co., Ltd. | 124 | $66.7K | 0.00% | −29−19.0% | Reduced |
| Evolution Wealth Management Inc. | 124 | $66.7K | 0.05% | +124 | New |
| Owl Creek Wealth Partners LLC | 124 | $66.7K | 0.02% | +124 | New |
| Ritter Daniher Financial Advisory LLC | 125 | $67.3K | 0.01% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 126 | $67.8K | 0.06% | −19−13.1% | Reduced |
| West Financial Advisors, LLC | 126 | $67.8K | 0.01% | 00.0% | Unchanged |
| Financial Consulate, Inc | 127 | $68.3K | 0.01% | +2+1.6% | Added |
| Pilgrim Partners Asia Pte Ltd | 130 | $69.9K | 0.03% | +130 | New |