| Valued Wealth Advisors LLC | 60 | $42.2K | 0.02% | −8−11.8% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 60 | $42.5K | 0.01% | 00.0% | Unchanged |
| Standard Family Office LLC | 60 | $42.5K | 0.05% | 00.0% | Unchanged |
| Rossby Financial, LCC | 60 | $42.5K | 0.02% | +41+215.8% | Added |
| Lowe Wealth Advisors, LLC | 61 | $43.2K | 0.02% | −3−4.7% | Reduced |
| United Community Bank | 61 | $43.2K | 0.01% | 00.0% | Unchanged |
| Aspect Partners, LLC | 62 | $43.9K | 0.02% | −23−27.1% | Reduced |
| American Capital Advisory, LLC | 62 | $43.9K | 0.02% | +9+17.0% | Added |
| DT Investment Partners, LLC | 63 | $44.6K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 64 | $45.4K | 0.02% | +3+4.9% | Added |
| Hurley Capital, LLC | 65 | $46.0K | 0.03% | −16−19.8% | Reduced |
| Provenance Wealth Advisors, LLC | 65 | $46.0K | 0.01% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 67 | $47.4K | 0.01% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 67 | $47.4K | 0.02% | +67 | New |
| SJS Investment Consulting Inc. | 67 | $47.6K | 0.01% | −9−11.8% | Reduced |
| Total Investment Management Inc | 69 | $48.8K | 0.01% | +69 | New |
| Promus Capital, LLC | 70 | $49.5K | 0.03% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 72 | $51.0K | 0.01% | +72 | New |
| LFA - Lugano Financial Advisors SA | 72 | $51.0K | 0.03% | +72 | New |
| West Branch Capital LLC | 74 | $52.4K | 0.02% | 00.0% | Unchanged |
| Truvestments Capital LLC | 74 | $52.6K | 0.01% | −27−26.7% | Reduced |
| Chelsea Counsel Co | 75 | $53.1K | 0.03% | 00.0% | Unchanged |
| Clal Insurance Enterprises Holdings Ltd | 77 | $54.0K | 0.00% | +32+71.1% | Added |
| Boreal Capital Management LLC | 79 | $55.9K | 0.05% | +79 | New |
| JDM Financial Group LLC | 80 | $56.6K | 0.03% | −5−5.9% | Reduced |
| Front Row Advisors LLC | 81 | $57.3K | 0.02% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 83 | $58.7K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 83 | $58.8K | 0.00% | +37+80.4% | Added |
| JTC Employer Solutions Trusteee Ltd | 179 | $59.0K | 0.01% | +179 | New |
| Cornerstone Planning Group LLC | 82 | $59.1K | 0.01% | +10+13.9% | Added |
| Prudent Man Investment Management, Inc. | 104 | $59.6K | 0.03% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 84 | $59.8K | 0.04% | +49+140.0% | Added |
| Country Trust Bank | 85 | $60.2K | 0.00% | +10+13.3% | Added |
| Centricity Wealth Management, LLC | 86 | $60.9K | 0.05% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 86 | $60.9K | 0.04% | +60+230.8% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 87 | $61.5K | 0.04% | 00.0% | Unchanged |
| Longview Financial Advisors LLC | 88 | $62.3K | 0.04% | 00.0% | Unchanged |
| Maseco LLP | 88 | $62.6K | 0.00% | +88 | New |
| Tower View Investment Management & Research LLC | 89 | $62.9K | 0.03% | −8,208−98.9% | Reduced |
| Parkworth Wealth Management, Inc. | 92 | $64.8K | 0.05% | +6+7.0% | Added |
| N.E.W. Advisory Services LLC | 93 | $66.1K | 0.01% | −39−29.5% | Reduced |
| Clark Wealth Partners | 94 | $66.5K | 0.04% | +10+11.9% | Added |
| Wealth Preservation Advisors, LLC | 94 | $66.7K | 0.04% | −5−5.1% | Reduced |
| PFS Partners, LLC | 99 | $69.7K | 0.04% | +1+1.0% | Added |
| CBIZ Investment Advisory Services, LLC | 99 | $70.1K | 0.00% | +69+230.0% | Added |
| Ameriflex Group, Inc. | 102 | $70.4K | 0.04% | +18+21.4% | Added |
| Richardson Capital Management LLC | 100 | $70.8K | 0.04% | −1−1.0% | Reduced |
| Berbice Capital Management LLC | 100 | $70.8K | 0.05% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 102 | $72.2K | 0.03% | +22+27.5% | Added |
| Robinswood Financial LLC | 105 | $74.3K | 0.03% | 00.0% | Unchanged |
| TD Capital Management LLC | 105 | $74.6K | 0.01% | +105 | New |
| SWAN Capital LLC | 110 | $77.9K | 0.03% | +7+6.8% | Added |
| Johnson Financial Group, Inc. | 110 | $77.9K | 0.00% | +10+10.0% | Added |
| Union Savings Bank | 109 | $78.9K | 0.04% | 00.0% | Unchanged |
| WealthCollab, LLC | 112 | $79.2K | 0.04% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 113 | $80.0K | 0.00% | −2−1.7% | Reduced |
| Perkins Coie Trust Co | 120 | $84.9K | 0.01% | −2−1.6% | Reduced |
| Ogorek Anthony Joseph | 122 | $86.0K | 0.03% | +78+177.3% | Added |
| Core Alternative Capital | 122 | $86.3K | 0.02% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 121 | $86.6K | 0.01% | −10−7.6% | Reduced |
| Pacific Center for Financial Services | 124 | $87.6K | 0.02% | +1+0.8% | Added |
| Rialto Wealth Management, LLC | 124 | $87.8K | 0.02% | +8+6.9% | Added |
| Tacita Capital Inc | 125 | $88.5K | 0.06% | 00.0% | Unchanged |
| Carderock Capital Management Inc | 125 | $88.5K | 0.02% | +125 | New |
| Wellington Shields & Co., LLC | 125 | $88.5K | 0.03% | +125 | New |
| Vermillion Wealth Management, Inc. | 130 | $91.7K | 0.04% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 129 | $91.7K | 0.07% | +24+22.9% | Added |
| Richardson Financial Services Inc. | 139 | $98.2K | 0.07% | +21+17.8% | Added |
| Financial Management Professionals, Inc. | 139 | $98.4K | 0.01% | +4+3.0% | Added |
| Aventura Private Wealth, LLC | 139 | $98.4K | 0.04% | +2+1.5% | Added |
| Kilter Group LLC | 140 | $99.1K | 0.05% | +140 | New |
| Abound Wealth Management | 145 | $102.5K | 0.03% | −5−3.3% | Reduced |
| WPG Advisers, LLC | 146 | $103.3K | 0.09% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 147 | $104.0K | 0.04% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 147 | $104.0K | 0.13% | +147 | New |
| Bellevue Asset Management, LLC | 150 | $106.2K | 0.05% | 00.0% | Unchanged |
| Kentucky Trust Co | 150 | $106.2K | 0.06% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 150 | $106.2K | 0.02% | +99+194.1% | Added |
| Scarborough Advisors, LLC | 150 | $106.2K | 0.02% | +150 | New |
| Sachetta, LLC | 150 | $106.2K | 0.04% | +12+8.7% | Added |
| Old Second National Bank of Aurora | 151 | $106.9K | 0.02% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 151 | $106.9K | 0.03% | +10+7.1% | Added |
| DHJJ Financial Advisors, Ltd. | 152 | $107.6K | 0.04% | 00.0% | Unchanged |
| RiverPark Advisors, LLC | 155 | $109.7K | 0.07% | +17+12.3% | Added |
| Key Financial Inc | 156 | $110.4K | 0.02% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 156 | $110.7K | 0.02% | +3+2.0% | Added |
| Tradewinds Capital Management, LLC | 158 | $111.9K | 0.03% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 159 | $112.5K | 0.09% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 160 | $113.2K | 0.05% | 00.0% | Unchanged |
| High Note Wealth, LLC | 161 | $113.9K | 0.03% | −1−0.6% | Reduced |
| BTG Pactual Asset Management US LLC | 163 | $115.4K | 0.02% | −414−71.8% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 163 | $115.4K | 0.04% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 163 | $115.4K | 0.04% | +163 | New |
| CNB Bank | 164 | $116.1K | 0.06% | −1−0.6% | Reduced |
| Hager Investment Management Services, LLC | 169 | $119.6K | 0.07% | +18+11.9% | Added |
| Costello Asset Management, INC | 170 | $120.4K | 0.05% | −304−64.1% | Reduced |
| IAG Wealth Partners, LLC | 174 | $123.1K | 0.02% | 00.0% | Unchanged |
| Inlight Wealth Management, LLC | 174 | $123.1K | 0.06% | 00.0% | Unchanged |
| Activest Wealth Management | 175 | $123.7K | 0.03% | −7−3.8% | Reduced |
| Wood Tarver Financial Group, LLC | 176 | $124.0K | 0.04% | +150+576.9% | Added |
