| Bradley & Co. Private Wealth Management, LLC | 320 | $46.3K | 0.03% | +320 | New |
| Evelyn Partners Investment Management Services Ltd | 320 | $46.3K | 0.01% | +320 | New |
| NCP Inc. | 329 | $47.6K | 0.02% | +1+0.3% | Added |
| Gold Investment Management Ltd. | 330 | $47.8K | 0.02% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 340 | $48.6K | 0.01% | +13+4.0% | Added |
| Cyrus J. Lawrence, LLC | 341 | $49.0K | 0.01% | +91+36.4% | Added |
| Robinswood Financial LLC | 339 | $49.2K | 0.02% | +3+0.9% | Added |
| NVWM, LLC | 349 | $50.5K | 0.01% | +45+14.8% | Added |
| Bellwether Advisors, LLC | 349 | $50.5K | 0.01% | +349 | New |
| Wiser Advisor Group LLC | 356 | $51.6K | 0.08% | +3+0.8% | Added |
| Richardson Capital Management LLC | 365 | $52.9K | 0.03% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 376 | $54.5K | 0.05% | +70+22.9% | Added |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 376 | $54.5K | 0.03% | +376 | New |
| Standard Family Office LLC | 378 | $54.8K | 0.07% | −504−57.1% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 390 | $56.6K | 0.02% | +2+0.5% | Added |
| Kieckhefer Group LLC | 400 | $57.9K | 0.03% | +400 | New |
| DHJJ Financial Advisors, Ltd. | 407 | $59.0K | 0.02% | 00.0% | Unchanged |
| Graney & King, LLC | 409 | $59.2K | 0.04% | +409 | New |
| Redwood Park Advisors LLC | 409 | $59.2K | 0.05% | +409 | New |
| Sanctuary Wealth Management, L.L.C. | 420 | $60.8K | 0.04% | +95+29.2% | Added |
| Orion Capital Management LLC | 420 | $60.8K | 0.03% | +420 | New |
| Darwin Advisors, LLC | 420 | $61.0K | 0.02% | +213+102.9% | Added |
| Hurley Capital, LLC | 423 | $63.1K | 0.05% | +423 | New |
| Aspetuck Financial Management LLC | 440 | $63.7K | 0.05% | +440 | New |
| Main Street Group, LTD | 441 | $63.8K | 0.02% | +1+0.2% | Added |
| Canton Hathaway, LLC | 449 | $65.0K | 0.02% | 00.0% | Unchanged |
| Tacita Capital Inc | 451 | $65.3K | 0.05% | −3−0.7% | Reduced |
| Breakwater Investment Management | 453 | $65.6K | 0.03% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 454 | $65.8K | 0.06% | +454 | New |
| Frazier Financial Advisors, LLC | 462 | $66.2K | 0.05% | −319−40.8% | Reduced |
| Ruedi Wealth Management, Inc. | 459 | $66.5K | 0.02% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 463 | $67.1K | 0.02% | −32−6.5% | Reduced |
| Ramirez Asset Management, Inc. | 464 | $67.2K | 0.01% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 470 | $68.1K | 0.01% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 473 | $68.6K | 0.03% | +4+0.9% | Added |
| Kiely Wealth Advisory Group, Inc. | 444 | $69.2K | 0.04% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 479 | $69.4K | 0.04% | +234+95.5% | Added |
| LFA - Lugano Financial Advisors SA | 480 | $69.5K | 0.05% | +150+45.5% | Added |
| Briaud Financial Planning, Inc | 487 | $70.0K | 0.03% | 00.0% | Unchanged |
| Endeavor Private Wealth, Inc. | 494 | $71.6K | 0.07% | +494 | New |
| Stuart Chaussee & Associates, Inc. | 500 | $72.4K | 0.02% | −500−50.0% | Reduced |
| Louisbourg Investments Inc. | 500 | $72.4K | 0.02% | 00.0% | Unchanged |
| Fairman Group, LLC | 504 | $73.0K | 0.06% | −8−1.6% | Reduced |
| FLP Wealth Management, LLC | 507 | $73.5K | 0.19% | +507 | New |
| Western Pacific Wealth Management, LP | 517 | $74.9K | 0.06% | +67+14.9% | Added |
| DiNuzzo Private Wealth, Inc. | 523 | $75.8K | 0.01% | −45−7.9% | Reduced |
| Capital A Wealth Management, LLC | 528 | $76.5K | 0.13% | +528 | New |
| Cornerstone Planning Group LLC | 487 | $76.6K | 0.02% | −91−15.7% | Reduced |
| High Note Wealth, LLC | 530 | $76.8K | 0.02% | +530 | New |
| Private Wealth Management Group, LLC | 531 | $76.9K | 0.03% | +32+6.4% | Added |
| Fedenia Advisers LLC | 541 | $78.4K | 0.05% | +541 | New |
| Noble Wealth Management PBC | 557 | $80.7K | 0.06% | +557 | New |
| CarsonAllaria Wealth Management, Ltd. | 557 | $80.7K | 0.05% | +4+0.7% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 563 | $81.0K | 0.06% | −4,098−87.9% | Reduced |
| Dogwood Wealth Management LLC | 561 | $81.3K | 0.04% | +5+0.9% | Added |
| Dunhill Financial, LLC | 594 | $86.1K | 0.04% | +34+6.1% | Added |
| SWAN Capital LLC | 597 | $86.5K | 0.04% | 00.0% | Unchanged |
| MidAtlantic Capital Management, Inc. | 619 | $89.7K | 0.07% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 623 | $90.2K | 0.03% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 625 | $90.5K | 0.02% | −25−3.8% | Reduced |
| Coston, McIsaac & Partners | 631 | $91.0K | 0.03% | +1+0.2% | Added |
| Lowe Wealth Advisors, LLC | 638 | $92.4K | 0.04% | +20+3.2% | Added |
| Trust Co | 642 | $93.0K | 0.01% | +179+38.7% | Added |
| Nordwand Advisors, LLC | 643 | $93.1K | 0.04% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 643 | $93.2K | 0.03% | +84+15.0% | Added |
| Advantage Trust Co | 644 | $93.3K | 0.05% | +534+485.5% | Added |
| Decker Retirement Planning Inc. | 674 | $97.6K | 0.06% | +674 | New |
| Spectrum Wealth Counsel, LLC | 684 | $99.1K | 0.01% | +20+3.0% | Added |
| Investment Research & Advisory Group, Inc. | 703 | $101.8K | 0.04% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 706 | $102.3K | 0.09% | +73+11.5% | Added |
| Proffitt & Goodson Inc | 707 | $102.4K | 0.02% | −38−5.1% | Reduced |
| Park Square Financial Group, LLC | 709 | $102.7K | 0.07% | +709 | New |
| Ulland Investment Advisors, LLC | 718 | $104.0K | 0.07% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 720 | $104.3K | 0.04% | −137−16.0% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 722 | $104.6K | 0.20% | +271+60.1% | Added |
| FSC Wealth Advisors, LLC | 732 | $106.1K | 0.07% | −1−0.1% | Reduced |
| Abound Wealth Management | 735 | $106.4K | 0.03% | −213−22.5% | Reduced |
| Prestige Wealth Management Group LLC | 742 | $107.5K | 0.02% | +6+0.8% | Added |
| Mark Sheptoff Financial Planning, LLC | 745 | $107.9K | 0.06% | 00.0% | Unchanged |
| Avalon Trust Co | 748 | $108.4K | 0.01% | +365+95.3% | Added |
| Sierra Ocean, LLC | 764 | $110.8K | 0.09% | +764 | New |
| SJS Investment Consulting Inc. | 793 | $114.9K | 0.02% | −19−2.3% | Reduced |
| Creekmur Asset Management LLC | 794 | $115.1K | 0.03% | +1+0.1% | Added |
| Transcendent Capital Group LLC | 806 | $116.7K | 0.06% | +139+20.8% | Added |
| Clean Yield Group | 843 | $122.1K | 0.04% | 00.0% | Unchanged |
| O'Brien Wealth Partners LLC | 867 | $125.6K | 0.02% | −190−18.0% | Reduced |
| Financial Freedom, LLC | 874 | $126.5K | 0.07% | +7+0.8% | Added |
| Iron Horse Wealth Management, LLC | 887 | $128.4K | 0.04% | −54−5.7% | Reduced |
| Raelipskie Partnership | 890 | $128.9K | 0.06% | −25−2.7% | Reduced |
| Disciplined Equity Management, Inc. | 900 | $130.4K | 0.08% | 00.0% | Unchanged |
| WealthCollab, LLC | 909 | $131.7K | 0.08% | −2−0.2% | Reduced |
| Eagle Bay Advisors LLC | 914 | $132.4K | 0.08% | −342−27.2% | Reduced |
| Promus Capital, LLC | 922 | $133.5K | 0.10% | +922 | New |
| Westchester Capital Management, Inc. | 932 | $135.0K | 0.03% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 942 | $136.0K | 0.00% | +110+13.2% | Added |
| Wintrust Investments LLC | 949 | $137.0K | 0.12% | −176−15.6% | Reduced |
| TD Capital Management LLC | 954 | $138.2K | 0.01% | +35+3.8% | Added |
| Copia Wealth Management | 964 | $139.6K | 0.13% | +964 | New |
| Cove Street Capital, LLC | 1,000 | $144.8K | 0.17% | 00.0% | Unchanged |
| Montag & Caldwell, LLC | 1,000 | $144.8K | 0.03% | +1,000 | New |
