| Boreal Capital Management LLC | 28 | $23.7K | 0.02% | −62−68.9% | Reduced |
| Center for Financial Planning, Inc. | 28 | $23.7K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 28 | $23.7K | 0.01% | +4+16.7% | Added |
| Burk Holdings LLC | 28 | $23.7K | 0.01% | +28 | New |
| Turim 21 Investimentos Ltda. | 29 | $24.5K | 0.01% | +29 | New |
| Silicon Valley Capital Partners | 30 | $25.7K | 0.00% | −451−93.8% | Reduced |
| Atomic Invest LLC | 33 | $26.9K | 0.01% | +1+3.1% | Added |
| Bank & Trust Co | 32 | $27.1K | 0.02% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 32 | $27.1K | 0.01% | +32 | New |
| Atlantic Trust, LLC | 33 | $27.9K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 33 | $27.9K | 0.01% | +3+10.0% | Added |
| Manning & Napier Advisors LLC | 35 | $28.3K | 0.00% | +4+12.9% | Added |
| Copeland Capital Management, LLC | 34 | $28.8K | 0.00% | 00.0% | Unchanged |
| Retiremitten Financial LLC | 35 | $29.6K | 0.01% | +35 | New |
| Horizon Financial Services, LLC | 35 | $29.9K | 0.01% | +8+29.6% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 40 | $33.8K | 0.02% | −235−85.5% | Reduced |
| Medallion Wealth Advisors, LLC | 40 | $33.8K | 0.01% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 41 | $34.7K | 0.02% | +41 | New |
| Frazier Financial Advisors, LLC | 41 | $34.9K | 0.02% | +20+95.2% | Added |
| Cornerstone Financial Management LLC | 42 | $35.5K | 0.03% | +4+10.5% | Added |
| Osterweis Capital Management Inc | 43 | $36.4K | 0.00% | 00.0% | Unchanged |
| Adkins Seale Capital Management LLC | 44 | $37.2K | 0.04% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 44 | $37.2K | 0.02% | +4+10.0% | Added |
| Valued Wealth Advisors LLC | 45 | $38.1K | 0.02% | −24−34.8% | Reduced |
| Meeder Asset Management Inc | 47 | $39.8K | 0.00% | −16−25.4% | Reduced |
| Seneschal Advisors, LLC | 47 | $39.8K | 0.03% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 47 | $39.9K | 0.03% | +19+67.9% | Added |
| Osbon Capital Management LLC | 48 | $40.6K | 0.03% | 00.0% | Unchanged |
| YANKCOM Partnership | 49 | $41.5K | 0.02% | −47−49.0% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 49 | $41.5K | 0.06% | −13−21.0% | Reduced |
| Wealth Science Advisors LLC | 48 | $42.2K | 0.02% | +48 | New |
| First United Bank Trust | 50 | $42.3K | 0.01% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 50 | $42.3K | 0.03% | 00.0% | Unchanged |
| Avenir Tech Ltd | 50 | $42.3K | 0.01% | 00.0% | Unchanged |
| Graney & King, LLC | 50 | $42.3K | 0.02% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 50 | $42.7K | 0.01% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 51 | $43.1K | 0.00% | −1,997−97.5% | Reduced |
| Gill Capital Partners, LLC | 52 | $44.0K | 0.01% | +52 | New |
| True Wealth Design, LLC | 53 | $44.8K | 0.01% | +11+26.2% | Added |
| Main Street Group, LTD | 53 | $44.8K | 0.01% | +53 | New |
| Morton Brown Family Wealth, LLC | 54 | $45.5K | 0.01% | +1+1.9% | Added |
| Evergreen Advisors, LLC | 55 | $46.5K | 0.01% | +55 | New |
| Bayforest Capital Ltd | 55 | $46.5K | 0.05% | +55 | New |
| Bay Harbor Wealth Management, LLC | 56 | $47.7K | 0.01% | +6+12.0% | Added |
| Paladin Partners, LLC | 57 | $48.2K | 0.03% | 00.0% | Unchanged |
| Avion Wealth | 59 | $49.0K | 0.01% | −3−4.8% | Reduced |
| Joseph Group Capital Management | 58 | $49.1K | 0.01% | +16+38.1% | Added |
| RMG Wealth Management LLC | 52 | $49.1K | 0.01% | +27+108.0% | Added |
| JPL Wealth Management, LLC | 59 | $49.9K | 0.01% | +59 | New |
| Standard Family Office LLC | 60 | $50.8K | 0.05% | 00.0% | Unchanged |
| Tidemark, LLC | 61 | $51.3K | 0.01% | +9+17.3% | Added |
| Front Row Advisors LLC | 61 | $51.6K | 0.02% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 63 | $53.3K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 64 | $54.1K | 0.02% | −1−1.5% | Reduced |
| Provenance Wealth Advisors, LLC | 65 | $55.0K | 0.01% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 65 | $55.0K | 0.00% | +65 | New |
| American Capital Advisory, LLC | 66 | $55.8K | 0.02% | +1+1.5% | Added |
| Lodestone Wealth Management LLC | 66 | $56.2K | 0.02% | 00.0% | Unchanged |
| Bravera Wealth | 68 | $57.5K | 0.03% | 00.0% | Unchanged |
| Clean Yield Group | 71 | $60.1K | 0.02% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 72 | $60.9K | 0.03% | 00.0% | Unchanged |
| United Community Bank | 73 | $61.8K | 0.02% | 00.0% | Unchanged |
| Nvest Wealth Strategies, Inc. | 73 | $61.8K | 0.04% | −35−32.4% | Reduced |
| Elevated Capital Advisors, LLC | 75 | $63.4K | 0.02% | −122−61.9% | Reduced |
| Chelsea Counsel Co | 75 | $63.5K | 0.03% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 76 | $63.9K | 0.05% | −18−19.1% | Reduced |
| United Financial Planning Group LLC | 78 | $66.0K | 0.04% | −39−33.3% | Reduced |
| Creative Capital Management Investments LLC | 80 | $67.7K | 0.02% | 00.0% | Unchanged |
| JDM Financial Group LLC | 80 | $67.7K | 0.03% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 80 | $67.7K | 0.03% | +27+50.9% | Added |
| Wilkerson Advisory Group LLC | 82 | $69.4K | 0.02% | +22+36.7% | Added |
| Covestor Ltd | 82 | $70.0K | 0.05% | −101−55.2% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 85 | $71.9K | 0.03% | +34+66.7% | Added |
| Essential Partners LLC | 85 | $72.1K | 0.02% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 86 | $72.8K | 0.01% | +13+17.8% | Added |
| Hager Investment Management Services, LLC | 88 | $74.4K | 0.04% | −60−40.5% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 88 | $74.6K | 0.05% | 00.0% | Unchanged |
| Swiss Re Ltd | 89 | $75.3K | 0.46% | 00.0% | Unchanged |
| Clark Wealth Partners | 90 | $76.0K | 0.05% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 90 | $76.1K | 0.01% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 92 | $78.0K | 0.01% | +17+22.7% | Added |
| N.E.W. Advisory Services LLC | 94 | $79.3K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 96 | $81.2K | 0.00% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 97 | $82.1K | 0.00% | +97 | New |
| Prudent Man Investment Management, Inc. | 94 | $82.6K | 0.03% | 00.0% | Unchanged |
| PFS Partners, LLC | 99 | $83.8K | 0.04% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 100 | $84.6K | 0.02% | −20−16.7% | Reduced |
| Richardson Capital Management LLC | 100 | $84.6K | 0.04% | 00.0% | Unchanged |
| Berbice Capital Management LLC | 100 | $84.6K | 0.06% | 00.0% | Unchanged |
| Birchwood Financial Partners, Inc. | 100 | $84.6K | 0.08% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 101 | $85.0K | 0.02% | −3−2.9% | Reduced |
| Maj Invest Holding A/S | 100 | $85.0K | 0.00% | 00.0% | Unchanged |
| Longview Financial Advisors LLC | 102 | $86.3K | 0.05% | 00.0% | Unchanged |
| SWAN Capital LLC | 103 | $87.1K | 0.03% | 00.0% | Unchanged |
| Timothy G. Youngquist 2020 Irrevocable Trust | 105 | $88.8K | 0.04% | +105 | New |
| Ares Financial Consulting, LLC | 104 | $89.4K | 0.07% | +60+136.4% | Added |
| Robinswood Financial LLC | 106 | $89.7K | 0.03% | +1+1.0% | Added |
| Union Savings Bank | 109 | $92.2K | 0.04% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 109 | $92.2K | 0.01% | −37−25.3% | Reduced |
| WealthCollab, LLC | 112 | $94.7K | 0.04% | 00.0% | Unchanged |
