| Evelyn Partners Asset Management Ltd | 99 | $21.0K | 0.00% | +99 | New |
| Logan Capital Management Inc | 100 | $21.3K | 0.00% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 100 | $21.3K | 0.01% | 00.0% | Unchanged |
| Aventus Investment Advisors, Inc. | 100 | $21.3K | 0.02% | +100 | New |
| Gs Investments, Inc. | 101 | $21.5K | 0.01% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 102 | $21.7K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 107 | $22.7K | 0.01% | 00.0% | Unchanged |
| High Note Wealth, LLC | 107 | $22.7K | 0.00% | +18+20.2% | Added |
| Measured Wealth Private Client Group, LLC | 109 | $23.2K | 0.01% | +109 | New |
| Peoples Financial Services Corp. | 111 | $23.6K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 111 | $23.6K | 0.01% | 00.0% | Unchanged |
| Team Financial Group, LLC | 112 | $23.8K | 0.01% | 00.0% | Unchanged |
| LOM Asset Management Ltd | 115 | $24.0K | 0.01% | −25−17.9% | Reduced |
| IAG Wealth Partners, LLC | 115 | $24.4K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 115 | $24.6K | 0.00% | +4+3.6% | Added |
| North Capital, Inc. | 120 | $25.5K | 0.02% | +14+13.2% | Added |
| Moisand Fitzgerald Tamayo, LLC | 122 | $25.9K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 126 | $26.8K | 0.01% | +19+17.8% | Added |
| Solstein Capital, LLC | 130 | $27.6K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 130 | $27.6K | 0.00% | +20+18.2% | Added |
| Strive Asset Management, LLC | 130 | $27.6K | 0.01% | +130 | New |
| Roble, Belko & Company, Inc | 131 | $28.0K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 132 | $28.1K | 0.01% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 126 | $28.3K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 136 | $28.9K | 0.01% | +41+43.2% | Added |
| Howard Hughes Medical Institute | 137 | $29.1K | 0.02% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 140 | $29.8K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 140 | $29.8K | 0.01% | +44+45.8% | Added |
| Legacy Wealth Managment, LLC | 142 | $30.2K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 143 | $30.4K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 150 | $31.9K | 0.01% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 150 | $31.9K | 0.01% | +25+20.0% | Added |
| First United Bank Trust | 152 | $32.3K | 0.01% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 152 | $32.3K | 0.02% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 152 | $32.3K | 0.01% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 153 | $32.5K | 0.01% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 154 | $32.7K | 0.03% | +154 | New |
| Coston, McIsaac & Partners | 166 | $35.0K | 0.01% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 174 | $36.9K | 0.00% | +1+0.6% | Added |
| Albion Financial Group | 175 | $37.1K | 0.00% | +1+0.6% | Added |
| Adalta Capital Management LLC | 178 | $37.8K | 0.02% | +178 | New |
| Dogwood Wealth Management LLC | 181 | $38.5K | 0.02% | +29+19.1% | Added |
| Valued Wealth Advisors LLC | 187 | $39.7K | 0.02% | +8+4.5% | Added |
| Cedar Mountain Advisors, LLC | 187 | $39.8K | 0.01% | +16+9.4% | Added |
| Wolff Wiese Magana LLC | 195 | $41.5K | 0.02% | +57+41.3% | Added |
| Bell Investment Advisors, Inc | 196 | $41.7K | 0.01% | −4−2.0% | Reduced |
| Family Legacy Financial Solutions, LLC | 196 | $41.7K | 0.03% | +1+0.5% | Added |
| WealthCollab, LLC | 200 | $42.5K | 0.02% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 202 | $42.9K | 0.02% | +139+220.6% | Added |
| Tanglewood Legacy Advisors, LLC | 203 | $43.2K | 0.02% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 212 | $45.1K | 0.00% | +4+1.9% | Added |
| Pin Oak Investment Advisors Inc | 218 | $46.3K | 0.03% | −178−44.9% | Reduced |
| CBIZ Investment Advisory Services, LLC | 221 | $47.0K | 0.00% | −36−14.0% | Reduced |
| Murphy & Mullick Capital Management Corp | 229 | $48.7K | 0.04% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 229 | $48.7K | 0.01% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 219 | $49.8K | 0.01% | −7−3.1% | Reduced |
| Brown, Lisle/Cummings, Inc. | 239 | $50.8K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 236 | $51.5K | 0.01% | +120+103.4% | Added |
| SJS Investment Consulting Inc. | 245 | $52.1K | 0.01% | +142+137.9% | Added |
| Covestor Ltd | 253 | $54.0K | 0.03% | −1,151−82.0% | Reduced |
| Private Wealth Management Group, LLC | 257 | $54.6K | 0.02% | 00.0% | Unchanged |
| Evelyn Partners Investment Management Services Ltd | 260 | $55.3K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 261 | $55.4K | 0.01% | +252+2,800.0% | Added |
| Legacy Bridge, LLC | 267 | $56.8K | 0.02% | +3+1.1% | Added |
| Standard Family Office LLC | 268 | $57.0K | 0.06% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 270 | $57.3K | 0.00% | +210+350.0% | Added |
| Fortitude Family Office, LLC | 275 | $58.5K | 0.02% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 277 | $58.9K | 0.05% | +277 | New |
| Bank of New Hampshire | 278 | $59.1K | 0.01% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 279 | $59.3K | 0.04% | 00.0% | Unchanged |
| Compass Financial Services Inc | 285 | $60.6K | 0.03% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 285 | $60.6K | 0.01% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 286 | $60.8K | 0.10% | −7−2.4% | Reduced |
| Accordant Advisory Group Inc | 300 | $63.8K | 0.04% | 00.0% | Unchanged |
| Concord Wealth Partners | 301 | $64.0K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 304 | $64.6K | 0.02% | +4+1.3% | Added |
| Bank of Jackson Hole Trust | 309 | $65.7K | 0.03% | 00.0% | Unchanged |
| ORG Partners LLC | 314 | $66.7K | 0.01% | −13−4.0% | Reduced |
| Caitlin John, LLC | 319 | $67.8K | 0.05% | +319 | New |
| Centerpoint Advisors, LLC | 319 | $68.0K | 0.02% | +72+29.1% | Added |
| Smallwood Wealth Investment Management, LLC | 322 | $68.5K | 0.04% | 00.0% | Unchanged |
| Community Bank, N.A. | 323 | $68.7K | 0.01% | +323 | New |
| Rossby Financial, LCC | 323 | $69.0K | 0.02% | +55+20.5% | Added |
| First Financial Corp | 326 | $69.3K | 0.03% | +20+6.5% | Added |
| Citizens National Bank Trust Department | 328 | $69.7K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 328 | $69.7K | 0.01% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 337 | $71.6K | 0.01% | +181+116.0% | Added |
| SOA Wealth Advisors, LLC. | 340 | $72.3K | 0.01% | +44+14.9% | Added |
| Trust Co | 342 | $72.7K | 0.01% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 344 | $73.1K | 0.02% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 344 | $73.1K | 0.02% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 355 | $75.5K | 0.07% | 00.0% | Unchanged |
| Financial Life Planners | 356 | $75.6K | 0.05% | +356 | New |
| Sound Income Strategies, LLC | 361 | $76.0K | 0.00% | −52−12.6% | Reduced |
| Cape Investment Advisory, Inc. | 364 | $77.4K | 0.08% | 00.0% | Unchanged |
| WPG Advisers, LLC | 365 | $77.6K | 0.06% | +77+26.7% | Added |
| Kerr Financial Planning Corp | 373 | $77.7K | 0.11% | +373 | New |
| Delta Asset Management LLC | 370 | $78.7K | 0.01% | 00.0% | Unchanged |
| Sarver Vrooman Wealth Advisors | 370 | $78.7K | 0.05% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 376 | $79.9K | 0.05% | 00.0% | Unchanged |
