| Principia Wealth Advisory, LLC | 49 | $20.9K | 0.01% | +8+19.5% | Added |
| PFS Partners, LLC | 50 | $21.1K | 0.01% | +1+2.0% | Added |
| Strengthening Families & Communities, LLC | 50 | $21.1K | 0.00% | +7+16.3% | Added |
| Monetary Solutions, Ltd | 50 | $21.3K | 0.02% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 50 | $21.3K | 0.01% | +8+19.0% | Added |
| Mark Sheptoff Financial Planning, LLC | 50 | $21.3K | 0.01% | +50 | New |
| Markowski Investments | 51 | $21.7K | 0.00% | +51 | New |
| IMA Wealth, Inc. | 53 | $22.6K | 0.00% | −50−48.5% | Reduced |
| Hallmark Capital Management Inc | 54 | $23.0K | 0.00% | 00.0% | Unchanged |
| Access Investment Management LLC | 55 | $23.4K | 0.01% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 55 | $23.4K | 0.01% | +7+14.6% | Added |
| Quest 10 Wealth Builders, Inc. | 56 | $23.9K | 0.02% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 56 | $23.9K | 0.00% | +16+40.0% | Added |
| Meramec Financial Planners, LLC | 60 | $23.9K | 0.01% | −41−40.6% | Reduced |
| Aspect Partners, LLC | 58 | $24.7K | 0.01% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 59 | $25.1K | 0.01% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 61 | $25.2K | 0.00% | +2+3.4% | Added |
| Security National Bank of So Dak | 60 | $25.6K | 0.01% | +60 | New |
| Rexford Capital Inc | 61 | $26.0K | 0.02% | 00.0% | Unchanged |
| Phillip James Consulting Co. | 61 | $26.0K | 0.02% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 65 | $26.5K | 0.00% | −29−30.9% | Reduced |
| 1 North Wealth Services LLC | 63 | $26.8K | 0.01% | +20+46.5% | Added |
| High Note Wealth, LLC | 64 | $27.3K | 0.00% | +9+16.4% | Added |
| Marquette Asset Management, LLC | 65 | $27.7K | 0.00% | −1−1.5% | Reduced |
| Hager Investment Management Services, LLC | 65 | $27.7K | 0.01% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 66 | $28.1K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 80 | $28.6K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 69 | $29.0K | 0.00% | +69 | New |
| Covestor Ltd | 71 | $30.0K | 0.02% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 71 | $30.3K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 72 | $30.7K | 0.01% | +14+24.1% | Added |
| Synergy Investment Management, LLC | 83 | $31.0K | 0.01% | +64+336.8% | Added |
| True Wealth Design, LLC | 73 | $31.1K | 0.01% | −14−16.1% | Reduced |
| Peterson Wealth Management | 75 | $32.0K | 0.01% | +75 | New |
| Cornerstone Financial Management LLC | 76 | $32.4K | 0.03% | +24+46.2% | Added |
| BOK Financial Private Wealth, Inc. | 76 | $32.4K | 0.00% | +67+744.4% | Added |
| Elequin Capital LP | 77 | $32.8K | 0.00% | −520−87.1% | Reduced |
| Buck Wealth Strategies, LLC | 80 | $34.1K | 0.00% | +80 | New |
| Dorato Capital Management | 84 | $34.2K | 0.02% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 81 | $34.5K | 0.00% | +16+24.6% | Added |
| Downshift Financial, LLC | 81 | $34.5K | 0.02% | +81 | New |
| Archer Investment Corp | 83 | $35.5K | 0.01% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 84 | $35.8K | 0.01% | +39+86.7% | Added |
| Napier Financial, LLC | 84 | $35.8K | 0.01% | −6−6.7% | Reduced |
| Dunhill Financial, LLC | 84 | $35.9K | 0.01% | +12+16.7% | Added |
| JNBA Financial Advisors | 85 | $36.2K | 0.00% | +9+11.8% | Added |
| Sfam, LLC | 86 | $36.6K | 0.03% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 86 | $36.6K | 0.01% | +39+83.0% | Added |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 88 | $37.5K | 0.03% | 00.0% | Unchanged |
| Clear Street Markets LLC | 90 | $38.4K | 0.01% | +26+40.6% | Added |
| Boreal Capital Management LLC | 92 | $39.2K | 0.03% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 94 | $40.1K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 95 | $40.5K | 0.01% | 00.0% | Unchanged |
| Torren Management, LLC | 95 | $40.6K | 0.02% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 96 | $40.9K | 0.00% | +38+65.5% | Added |
| MB, Levis & Associates, LLC | 98 | $41.8K | 0.02% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 100 | $42.6K | 0.01% | +28+38.9% | Added |
| Murphy & Mullick Capital Management Corp | 102 | $43.5K | 0.03% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 100 | $44.3K | 0.01% | 00.0% | Unchanged |
| Main Street Group, LTD | 105 | $44.7K | 0.01% | −34−24.5% | Reduced |
| Frazier Financial Advisors, LLC | 107 | $45.6K | 0.02% | −58−35.2% | Reduced |
| West Financial Advisors, LLC | 107 | $45.6K | 0.01% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 111 | $47.3K | 0.03% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 113 | $48.2K | 0.01% | −28−19.9% | Reduced |
| Tradewinds Capital Management, LLC | 113 | $48.2K | 0.01% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 115 | $49.0K | 0.02% | +115 | New |
| Financial Network Wealth Advisors LLC | 118 | $50.3K | 0.05% | +49+71.0% | Added |
| Battery Global Advisors, LLC | 119 | $50.7K | 0.03% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 120 | $51.1K | 0.01% | 00.0% | Unchanged |
| City State Bank | 124 | $52.8K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 124 | $52.8K | 0.03% | +63+103.3% | Added |
| Creative Capital Management Investments LLC | 126 | $53.7K | 0.01% | +23+22.3% | Added |
| Evolution Advisers, Inc. | 128 | $54.0K | 0.02% | +2+1.6% | Added |
| Wellington-Altus USA Inc. | 157 | $56.2K | 0.04% | +101+180.4% | Added |
| Abound Wealth Management | 132 | $56.4K | 0.01% | −41−23.7% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 134 | $57.1K | 0.01% | +42+45.7% | Added |
| Walsh & Associates, LLC | 137 | $58.5K | 0.05% | +137 | New |
| Ares Financial Consulting, LLC | 140 | $59.6K | 0.04% | +9+6.9% | Added |
| Northstar Asset Management LLC | 150 | $60.6K | 0.01% | +150 | New |
| First Financial Corp | 145 | $61.8K | 0.02% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 147 | $62.6K | 0.02% | +23+18.5% | Added |
| Tiaa Trust, National Association | 157 | $66.9K | 0.00% | −1,718−91.6% | Reduced |
| Sittner & Nelson, LLC | 163 | $69.5K | 0.02% | 00.0% | Unchanged |
| Palladiem, LLC | 165 | $70.2K | 0.07% | +5+3.1% | Added |
| Westend Capital Management, LLC | 166 | $70.7K | 0.02% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 167 | $71.2K | 0.02% | 00.0% | Unchanged |
| GGM Financials LLC | 174 | $74.2K | 0.03% | 00.0% | Unchanged |
| TD Capital Management LLC | 174 | $74.2K | 0.01% | −14−7.4% | Reduced |
| Hollencrest Capital Management | 180 | $76.7K | 0.01% | 00.0% | Unchanged |
| Financial Life Planners | 181 | $77.2K | 0.05% | +36+24.8% | Added |
| Basepoint Wealth LLC | 184 | $78.6K | 0.04% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 186 | $79.3K | 0.01% | +24+14.8% | Added |
| Valued Wealth Advisors LLC | 187 | $79.7K | 0.03% | +6+3.3% | Added |
| Vima LLC | 188 | $80.1K | 0.08% | +188 | New |
| Allied Private Wealth LLC | 203 | $81.1K | 0.05% | +203 | New |
| Flagship Wealth Advisors, LLC | 195 | $83.1K | 0.02% | +15+8.3% | Added |
| Lavaca Capital LLC | 200 | $85.2K | 0.01% | 00.0% | Unchanged |
| Montgomery Financial Services LLC | 200 | $85.2K | 0.07% | +200 | New |
| City Holding Co | 206 | $87.8K | 0.01% | +19+10.2% | Added |
| Financial Consulate, Inc | 206 | $87.8K | 0.01% | +1+0.5% | Added |
