| VSM Wealth Advisory, LLC | 25 | $29.4K | 0.01% | 00.0% | Unchanged |
| Berbice Capital Management LLC | 25 | $29.4K | 0.02% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 25 | $29.4K | 0.01% | +2+8.7% | Added |
| Clark Wealth Partners | 25 | $29.4K | 0.02% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 26 | $30.5K | 0.01% | +3+13.0% | Added |
| Hoese & Co LLP | 27 | $31.7K | 0.02% | +27 | New |
| Parvin Asset Management, LLC | 27 | $31.7K | 0.03% | +27 | New |
| Ogorek Anthony Joseph | 28 | $32.0K | 0.01% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 28 | $32.9K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 28 | $33.0K | 0.01% | −1−3.4% | Reduced |
| Investors Portfolio Services LLC | 29 | $33.8K | 0.03% | +2+7.4% | Added |
| Gleason Group, Inc. | 29 | $34.1K | 0.00% | +26+866.7% | Added |
| Burkett Financial Services, LLC | 29 | $34.1K | 0.01% | +6+26.1% | Added |
| Strategic Wealth Advisors LLC | 54 | $35.0K | 0.03% | +2+3.8% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 30 | $35.0K | 0.01% | +30 | New |
| Sumitomo Mitsui Financial Group, Inc. | 30 | $35.2K | 0.00% | +30 | New |
| Polar Asset Management Partners Inc. | 30 | $35.2K | 0.00% | +30 | New |
| Pingora Partners LLC | 31 | $36.4K | 0.02% | 00.0% | Unchanged |
| Persistent Asset Partners Ltd | 31 | $36.4K | 0.01% | +31 | New |
| LFA - Lugano Financial Advisors SA | 32 | $37.6K | 0.02% | 00.0% | Unchanged |
| Downshift Financial, LLC | 32 | $37.6K | 0.02% | +32 | New |
| Regatta Research & Money Management | 32 | $37.6K | 0.04% | +32 | New |
| Greykasell Wealth Strategies, Inc. | 33 | $38.8K | 0.01% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 33 | $38.8K | 0.02% | +7+26.9% | Added |
| Longview Financial Advisors LLC | 35 | $41.1K | 0.02% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 36 | $42.3K | 0.01% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 36 | $42.3K | 0.01% | 00.0% | Unchanged |
| Burk Holdings LLC | 36 | $42.3K | 0.02% | +12+50.0% | Added |
| Miller Global Investments, LLC | 36 | $42.3K | 0.04% | +14+63.6% | Added |
| Financial Network Wealth Advisors LLC | 37 | $43.5K | 0.04% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 37 | $43.5K | 0.01% | +27+270.0% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 37 | $44.4K | 0.02% | +8+27.6% | Added |
| MPWM Advisory Solutions, LLC | 38 | $44.7K | 0.02% | +6+18.8% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 38 | $44.7K | 0.03% | 00.0% | Unchanged |
| Mosley Wealth Management | 38 | $44.7K | 0.01% | +4+11.8% | Added |
| Darwin Advisors, LLC | 38 | $45.5K | 0.01% | +7+22.6% | Added |
| Copia Wealth Management | 40 | $47.0K | 0.03% | +9+29.0% | Added |
| Raffa Wealth Management, LLC | 41 | $48.2K | 0.01% | +17+70.8% | Added |
| Kilter Group LLC | 42 | $49.3K | 0.02% | 00.0% | Unchanged |
| Planning Strategies Inc. | 43 | $49.9K | 0.03% | +43 | New |
| Vestor Capital, LLC | 3,648 | $51.0K | 0.00% | −14,463−79.9% | Reduced |
| Decker Retirement Planning Inc. | 44 | $51.6K | 0.02% | −10−18.5% | Reduced |
| High Note Wealth, LLC | 44 | $51.7K | 0.01% | −1−2.2% | Reduced |
| Dynamic Wealth Strategies, LLC | 44 | $51.7K | 0.03% | 00.0% | Unchanged |
| Security National Bank of So Dak | 44 | $51.7K | 0.02% | +44 | New |
| First Pacific Financial | 44 | $51.8K | 0.01% | −13−22.8% | Reduced |
| Brandywine Financial Group | 44 | $52.0K | 0.63% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 45 | $52.9K | 0.01% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 45 | $52.9K | 0.01% | +3+7.1% | Added |
| Roxbury Financial LLC | 45 | $52.9K | 0.04% | +23+104.5% | Added |
| Commonwealth Retirement Investments LLC | 46 | $54.0K | 0.01% | +46 | New |
| CGC Financial Services, LLC | 47 | $55.2K | 0.01% | −7−13.0% | Reduced |
| Quest 10 Wealth Builders, Inc. | 47 | $55.2K | 0.04% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 47 | $55.2K | 0.01% | +39+487.5% | Added |
| Gilpin Wealth Management, LLC | 47 | $55.2K | 0.04% | 00.0% | Unchanged |
| Nvest Wealth Strategies, Inc. | 47 | $55.4K | 0.03% | 00.0% | Unchanged |
| Davis Capital Management | 48 | $56.4K | 0.03% | +43+860.0% | Added |
| Evolution Wealth Management Inc. | 49 | $57.6K | 0.03% | −8−14.0% | Reduced |
| Fairman Group, LLC | 50 | $58.8K | 0.05% | +42+525.0% | Added |
| Montgomery Financial Services LLC | 52 | $61.1K | 0.05% | +52 | New |
| Bare Financial Services, Inc | 53 | $62.3K | 0.01% | +14+35.9% | Added |
| RiverPark Advisors, LLC | 54 | $63.4K | 0.03% | −42−43.8% | Reduced |
| Monetary Solutions, Ltd | 54 | $63.4K | 0.05% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 55 | $64.6K | 0.06% | 00.0% | Unchanged |
| Mountain Hill Investment Partners Corp. | 55 | $64.6K | 0.04% | +55 | New |
| Lodestone Wealth Management LLC | 55 | $64.7K | 0.02% | 00.0% | Unchanged |
| Aspect Partners, LLC | 58 | $68.1K | 0.03% | 00.0% | Unchanged |
| Imprint Wealth LLC | 58 | $68.1K | 0.28% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 58 | $68.3K | 0.02% | −99−63.1% | Reduced |
| Avalon Trust Co | 60 | $70.5K | 0.00% | −72−54.5% | Reduced |
| Cornerstone Financial Management LLC | 60 | $70.5K | 0.06% | +16+36.4% | Added |
| Triumph Capital Management | 60 | $70.5K | 0.01% | +6+11.1% | Added |
| Pinnacle Holdings, LLC | 61 | $71.7K | 0.02% | +61 | New |
| Horrell Capital Management, Inc. | 62 | $72.8K | 0.03% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 62 | $72.8K | 0.02% | +5+8.8% | Added |
| Capital Advisors, Ltd. LLC | 62 | $73.0K | 0.01% | −5−7.5% | Reduced |
| Security National Bank of Sioux City Iowa | 63 | $74.0K | 0.03% | +63 | New |
| Ares Financial Consulting, LLC | 63 | $74.1K | 0.05% | 00.0% | Unchanged |
| Vaquero Private Wealth, Ltd | 65 | $76.4K | 0.02% | +65 | New |
| Halbert Hargrove Global Advisors, LLC | 65 | $76.4K | 0.00% | +3+4.8% | Added |
| POM Investment Strategies, LLC | 68 | $79.9K | 0.09% | −186−73.2% | Reduced |
| Comprehensive Financial Planning, Inc. | 68 | $79.9K | 0.04% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 68 | $79.9K | 0.01% | +7+11.5% | Added |
| Atlantic Edge Private Wealth Management, LLC | 68 | $79.9K | 0.02% | +6+9.7% | Added |
| Covestor Ltd | 69 | $82.0K | 0.05% | −68−49.6% | Reduced |
| JDM Financial Group LLC | 72 | $84.6K | 0.03% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 73 | $85.8K | 0.01% | +5+7.4% | Added |
| RHL Group, LLC | 73 | $85.8K | 0.07% | −10−12.0% | Reduced |
| Lipe & Dalton | 73 | $86.0K | 0.04% | +73 | New |
| Harborfront Financial Group LLC | 74 | $87.2K | 0.33% | +74 | New |
| MRP Capital Investments, LLC | 75 | $88.1K | 0.06% | 00.0% | Unchanged |
| GFS Advisors, LLC | 35,230 | $88.1K | 0.01% | +35,230 | New |
| Advantage Trust Co | 75 | $88.1K | 0.03% | +75 | New |
| ZRC Wealth Management, LLC | 75 | $88.2K | 0.03% | +10+15.4% | Added |
| Founders Capital Management | 75 | $88.3K | 0.04% | 00.0% | Unchanged |
| Prosperity Bancshares Inc | 77 | $90.5K | 0.06% | +17+28.3% | Added |
| Markowski Investments | 77 | $90.5K | 0.02% | +77 | New |
| Cedar Mountain Advisors, LLC | 77 | $90.6K | 0.02% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 78 | $91.7K | 0.03% | +2+2.6% | Added |
| Highland Investment Advisors LLC | 78 | $91.9K | 0.04% | +78 | New |
