| MPWM Advisory Solutions, LLC | 24 | $15.7K | 0.01% | +22+1,100.0% | Added |
| Redwood Park Advisors LLC | 24 | $15.7K | 0.01% | 00.0% | Unchanged |
| Clark Wealth Partners | 25 | $16.3K | 0.01% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 25 | $16.3K | 0.00% | 00.0% | Unchanged |
| AXS Investments LLC | 26 | $17.0K | 0.01% | −7−21.2% | Reduced |
| Pandora Wealth, Inc. | 26 | $17.0K | 0.01% | 00.0% | Unchanged |
| Luminist Capital LLC | 26 | $17.0K | 0.02% | +25+2,500.0% | Added |
| Joseph Group Capital Management | 26 | $17.0K | 0.00% | +26 | New |
| Ogorek Anthony Joseph | 28 | $18.0K | 0.00% | +2+7.7% | Added |
| HighMark Wealth Management LLC | 28 | $18.3K | 0.01% | +14+100.0% | Added |
| Arlington Trust Co LLC | 29 | $19.0K | 0.00% | −1,183−97.6% | Reduced |
| High Note Wealth, LLC | 29 | $19.0K | 0.00% | +11+61.1% | Added |
| Sawyer & Company, Inc | 29 | $19.0K | 0.01% | +29 | New |
| Park Place Capital Corp | 30 | $19.6K | 0.00% | −3−9.1% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 30 | $19.6K | 0.01% | +5+20.0% | Added |
| Marquette Asset Management, LLC | 30 | $19.6K | 0.00% | +5+20.0% | Added |
| Fort Vancouver Investment Management, LLC | 30 | $19.6K | 0.01% | +12+66.7% | Added |
| Pingora Partners LLC | 31 | $20.3K | 0.01% | 00.0% | Unchanged |
| Copia Wealth Management | 31 | $20.3K | 0.01% | 00.0% | Unchanged |
| Bernzott Capital Advisors | 31 | $20.3K | 0.01% | +31 | New |
| Merited Wealth, LLC | 31 | $20.3K | 0.02% | +31 | New |
| LFA - Lugano Financial Advisors SA | 32 | $20.9K | 0.01% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 32 | $20.9K | 0.01% | +32 | New |
| RHL Group, LLC | 33 | $21.6K | 0.02% | +33 | New |
| Richardson Financial Services Inc. | 31 | $21.7K | 0.01% | +15+93.8% | Added |
| Stephens Consulting, LLC | 35 | $22.9K | 0.01% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 35 | $22.9K | 0.01% | +5+16.7% | Added |
| Longview Financial Advisors LLC | 35 | $22.9K | 0.01% | +35 | New |
| Red Tortoise LLC | 36 | $23.5K | 0.01% | 00.0% | Unchanged |
| O'Brien Wealth Partners LLC | 37 | $24.2K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 37 | $24.2K | 0.03% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 37 | $24.2K | 0.00% | +37 | New |
| Signature Resources Capital Management, LLC | 38 | $24.8K | 0.01% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 38 | $24.8K | 0.02% | −7−15.6% | Reduced |
| Cornerstone Financial Management LLC | 39 | $25.5K | 0.02% | +39 | New |
| Torren Management, LLC | 39 | $25.5K | 0.01% | +39 | New |
| ORG Wealth Partners, LLC | 41 | $26.8K | 0.01% | +29+241.7% | Added |
| Kilter Group LLC | 41 | $26.8K | 0.01% | +6+17.1% | Added |
| First Pacific Financial | 41 | $26.8K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 42 | $27.4K | 0.01% | −2−4.5% | Reduced |
| Navalign, LLC | 42 | $27.4K | 0.01% | +42 | New |
| Dynamic Wealth Strategies, LLC | 44 | $28.8K | 0.02% | −8−15.4% | Reduced |
| Brandywine Financial Group | 44 | $28.8K | 0.06% | +44 | New |
| DiNuzzo Private Wealth, Inc. | 45 | $29.4K | 0.00% | 00.0% | Unchanged |
| Commonwealth Retirement Investments LLC | 46 | $30.1K | 0.01% | +46 | New |
| Gilpin Wealth Management, LLC | 47 | $30.7K | 0.02% | +47 | New |
| Darwin Advisors, LLC | 47 | $31.0K | 0.01% | +4+9.3% | Added |
| Quest 10 Wealth Builders, Inc. | 48 | $31.1K | 0.03% | −3−5.9% | Reduced |
| Estate Planners Group, LLC | 49 | $32.0K | 0.01% | +49 | New |
| Wealth Watch Advisors, INC | 51 | $33.3K | 0.01% | +11+27.5% | Added |
| Nvest Wealth Strategies, Inc. | 51 | $33.4K | 0.02% | +51 | New |
| Evolution Wealth Management Inc. | 52 | $34.0K | 0.03% | +28+116.7% | Added |
| Valued Wealth Advisors LLC | 52 | $34.0K | 0.01% | +40+333.3% | Added |
| Motiv8 Investments LLC | 52 | $34.0K | 0.02% | +52 | New |
| Westfuller Advisors, LLC | 52 | $34.0K | 0.01% | +14+36.8% | Added |
| Financially Speaking Inc | 53 | $34.6K | 0.02% | +50+1,666.7% | Added |
| Pioneer Family Office, LLC | 53 | $34.6K | 0.02% | +53 | New |
| Strategic Wealth Advisors LLC | 54 | $35.0K | 0.03% | +54 | New |
| Bay Harbor Wealth Management, LLC | 54 | $35.3K | 0.01% | +3+5.9% | Added |
| Decker Retirement Planning Inc. | 54 | $35.3K | 0.02% | −4,877−98.9% | Reduced |
| CGC Financial Services, LLC | 54 | $35.3K | 0.01% | +22+68.8% | Added |
| Prosperity Bancshares Inc | 54 | $35.3K | 0.03% | +54 | New |
| Wilkerson Advisory Group LLC | 54 | $35.3K | 0.01% | +54 | New |
| Monetary Solutions, Ltd | 54 | $35.3K | 0.03% | +54 | New |
| Minot DeBlois Advisors LLC | 55 | $35.9K | 0.03% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 55 | $35.9K | 0.02% | +16+41.0% | Added |
| Entrust Financial LLC | 55 | $35.9K | 0.03% | +55 | New |
| Lodestone Wealth Management LLC | 55 | $36.0K | 0.01% | +55 | New |
| Global Wealth Strategies & Associates | 56 | $36.6K | 0.01% | +6+12.0% | Added |
| Prestige Wealth Management Group LLC | 56 | $36.6K | 0.01% | −1−1.8% | Reduced |
| Strengthening Families & Communities, LLC | 56 | $36.6K | 0.01% | −25−30.9% | Reduced |
| Team Financial Group, LLC | 57 | $37.3K | 0.02% | 00.0% | Unchanged |
| Imprint Wealth LLC | 58 | $37.9K | 0.18% | −58−50.0% | Reduced |
| Aspect Partners, LLC | 58 | $37.9K | 0.02% | +3+5.5% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 58 | $38.4K | 0.01% | +54+1,350.0% | Added |
| Howard Hughes Medical Institute | 59 | $38.6K | 0.02% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 59 | $38.9K | 0.01% | +3+5.4% | Added |
| Monetary Management Group Inc | 60 | $39.2K | 0.01% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 60 | $39.2K | 0.02% | +17+39.5% | Added |
| Fortis Group Advisors, LLC | 61 | $39.9K | 0.01% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 62 | $40.5K | 0.02% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 62 | $40.5K | 0.01% | +1+1.6% | Added |
| Atlantic Edge Private Wealth Management, LLC | 62 | $40.5K | 0.01% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 63 | $41.2K | 0.04% | +63 | New |
| ZRC Wealth Management, LLC | 63 | $41.2K | 0.01% | +10+18.9% | Added |
| Copeland Capital Management, LLC | 64 | $41.8K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 64 | $41.8K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 65 | $42.0K | 0.01% | −25−27.8% | Reduced |
| Capital Advisors, Ltd. LLC | 64 | $42.0K | 0.01% | +1+1.6% | Added |
| Halbert Hargrove Global Advisors, LLC | 65 | $42.7K | 0.00% | +53+441.7% | Added |
| Comprehensive Financial Planning, Inc. | 68 | $44.4K | 0.03% | +64+1,600.0% | Added |
| Truvestments Capital LLC | 70 | $45.8K | 0.01% | +1+1.4% | Added |
| Deseret Mutual Benefit Administrators | 70 | $45.8K | 0.02% | +17+32.1% | Added |
| JDM Financial Group LLC | 72 | $47.1K | 0.02% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 74 | $48.4K | 0.04% | +74 | New |
| IMA Wealth, Inc. | 75 | $49.0K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 75 | $49.0K | 0.00% | −2−2.6% | Reduced |
| Skylands Capital, LLC | 75 | $49.0K | 0.01% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 75 | $49.0K | 0.04% | 00.0% | Unchanged |
| Founders Capital Management | 75 | $49.1K | 0.03% | 00.0% | Unchanged |
