| Burkett Financial Services, LLC | 443 | $131.5K | 0.04% | +1+0.2% | Added |
| Strategic Wealth Advisors LLC | 449 | $132.0K | 0.11% | +449 | New |
| General Partner, Inc. | 449 | $133.0K | 0.08% | 00.0% | Unchanged |
| Sankala Group LLC | 556 | $133.6K | 0.11% | +556 | New |
| Stephens Consulting, LLC | 452 | $134.0K | 0.04% | +1+0.2% | Added |
| USA Financial Portformulas Corp | 460 | $136.3K | 0.02% | −192−29.4% | Reduced |
| Kennebec Savings Bank | 460 | $136.3K | 0.12% | 00.0% | Unchanged |
| Activest Wealth Management | 462 | $136.8K | 0.03% | −5−1.1% | Reduced |
| Fairscale Capital, LLC | 467 | $138.3K | 0.09% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 470 | $139.2K | 0.05% | 00.0% | Unchanged |
| Evelyn Partners Investment Management (Europe) Ltd | 470 | $139.2K | 0.05% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 474 | $140.4K | 0.05% | +474 | New |
| Financial Network Wealth Advisors LLC | 475 | $140.7K | 0.15% | −21−4.2% | Reduced |
| TSFG, LLC | 477 | $141.0K | 0.02% | +2+0.4% | Added |
| Centerpoint Advisors, LLC | 481 | $142.0K | 0.04% | −5−1.0% | Reduced |
| Consultiva Wealth Management, Corp. | 480 | $142.2K | 0.40% | −50−9.4% | Reduced |
| Hurley Capital, LLC | 481 | $142.5K | 0.08% | +90+23.0% | Added |
| Prestige Wealth Management Group LLC | 487 | $144.3K | 0.03% | 00.0% | Unchanged |
| Miller Global Investments, LLC | 492 | $145.7K | 0.13% | +492 | New |
| Ogorek Anthony Joseph | 494 | $146.0K | 0.04% | −56−10.2% | Reduced |
| CDKV Holdings LLC | 496 | $146.9K | 0.13% | +496 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 500 | $148.1K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 500 | $148.1K | 0.09% | 00.0% | Unchanged |
| Financiere des Professionnels - Fonds d,investissement inc. | 500 | $148.1K | 0.01% | 00.0% | Unchanged |
| Pandora Wealth, Inc. | 500 | $148.1K | 0.09% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 505 | $149.6K | 0.00% | +71+16.4% | Added |
| Osterweis Capital Management Inc | 508 | $150.5K | 0.01% | 00.0% | Unchanged |
| NCP Inc. | 514 | $152.3K | 0.12% | +514 | New |
| Vinland Capital Management Gestora de Recursos LTDA. | 518 | $153.4K | 2.22% | +518 | New |
| Lodestone Wealth Management LLC | 519 | $153.6K | 0.06% | +519 | New |
| DHJJ Financial Advisors, Ltd. | 519 | $153.9K | 0.05% | 00.0% | Unchanged |
| Motiv8 Investments LLC | 521 | $154.0K | 0.08% | +521 | New |
| Bruce G. Allen Investments, LLC | 527 | $156.1K | 0.11% | +85+19.2% | Added |
| Aspect Partners, LLC | 527 | $156.1K | 0.07% | +18+3.5% | Added |
| Hughes Financial Services, LLC | 528 | $156.4K | 0.02% | +245+86.6% | Added |
| Bell Investment Advisors, Inc | 537 | $159.1K | 0.03% | +64+13.5% | Added |
| Meeder Asset Management Inc | 543 | $160.8K | 0.01% | −1−0.2% | Reduced |
| Quattro Advisors LLC | 547 | $162.0K | 0.13% | +547 | New |
| ZRC Wealth Management, LLC | 555 | $164.4K | 0.06% | +61+12.3% | Added |
| Financial Avengers, Inc. | 555 | $164.5K | 0.07% | +3+0.5% | Added |
| Wealth Preservation Advisors, LLC | 556 | $164.7K | 0.08% | +3+0.5% | Added |
| Covestor Ltd | 557 | $165.0K | 0.09% | +28+5.3% | Added |
| Optima Capital LLC | 559 | $165.6K | 0.07% | +559 | New |
| Ares Financial Consulting, LLC | 565 | $167.4K | 0.16% | +565 | New |
| BankPlus Trust Department | 574 | $170.0K | 0.04% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 600 | $177.7K | 0.03% | 00.0% | Unchanged |
| Costello Asset Management, INC | 601 | $178.1K | 0.06% | −41−6.4% | Reduced |
| Measured Wealth Private Client Group, LLC | 603 | $178.5K | 0.05% | −563−48.3% | Reduced |
| Cutler Capital Management, LLC | 611 | $181.0K | 0.05% | 00.0% | Unchanged |
| First Community Trust NA | 617 | $182.8K | 0.14% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 628 | $186.0K | 0.01% | −66−9.5% | Reduced |
| Cherry Tree Wealth Management, LLC | 634 | $187.8K | 0.04% | −69−9.8% | Reduced |
| United Financial Planning Group LLC | 648 | $191.9K | 0.12% | −2−0.3% | Reduced |
| REAP Financial Group, LLC | 649 | $192.3K | 0.04% | +3+0.5% | Added |
| Torren Management, LLC | 654 | $193.6K | 0.10% | +654 | New |
| UMA Financial Services, Inc. | 672 | $199.0K | 0.03% | +29+4.5% | Added |
| Marino, Stram & Associates LLC | 675 | $200.0K | 0.04% | +675 | New |
| Pinnacle Financial Group, LLC | 676 | $200.1K | 0.06% | +676 | New |
| Oakmont Corp | 677 | $200.5K | 0.03% | +677 | New |
| Hill Island Financial LLC | 678 | $200.7K | 0.05% | +678 | New |
| Adapt Wealth Advisors, LLC | 678 | $200.8K | 0.07% | +678 | New |
| WP Advisors, LLC | 679 | $201.1K | 0.05% | +679 | New |
| North Berkeley Wealth Management, LLC | 679 | $201.1K | 0.12% | +679 | New |
| Pursuit Wealth Management LLC | 680 | $201.3K | 0.17% | +680 | New |
| Benchmark Financial Wealth Advisors, LLC | 681 | $201.7K | 0.06% | −172−20.2% | Reduced |
| Maridea Wealth Management LLC | 681 | $201.7K | 0.03% | −78−10.3% | Reduced |
| LeClair Wealth Partners LLC | 682 | $202.0K | 0.12% | +682 | New |
| 1015 Capital Partners, LLC | 682 | $202.0K | 0.20% | +682 | New |
| Frazier Financial Advisors, LLC | 682 | $202.0K | 0.12% | 00.0% | Unchanged |
| Tenzing Financial LLC | 682 | $202.1K | 0.16% | +682 | New |
| Wealthspan Partners, LLC | 684 | $202.5K | 0.07% | +684 | New |
| Elevatus Welath Management | 684 | $202.6K | 0.06% | +684 | New |
| Ducere Wealth Management LLC | 684 | $202.6K | 0.08% | +684 | New |
| Hardin Capital Partners, LLC | 684 | $202.6K | 0.10% | +684 | New |
| Birchwood Financial Partners, Inc. | 684 | $202.7K | 0.20% | +684 | New |
| Insight Wealth Partners, LLC | 685 | $202.9K | 0.08% | +685 | New |
| Barings LLC | 686 | $203.2K | 0.00% | +686 | New |
| Truefg, LLC | 687 | $203.5K | 0.05% | +687 | New |
| Unify Financial Advisors | 689 | $204.1K | 0.21% | +689 | New |
| DDD Partners, LLC | 689 | $204.1K | 0.01% | +689 | New |
| Guardian Asset Advisors, LLC | 689 | $204.1K | 0.11% | +689 | New |
| tru Independence LLC | 690 | $204.3K | 0.05% | +690 | New |
| Arbor Wealth Advisors LLC | 691 | $204.7K | 0.15% | +691 | New |
| Sharp Financial Services, LLC | 692 | $205.0K | 0.10% | +692 | New |
| FreeGulliver LLC | 692 | $205.0K | 0.09% | +692 | New |
| Squire Investment Management Company, LLC | 693 | $205.2K | 0.06% | +693 | New |
| InTrack Investment Management Inc | 693 | $205.2K | 0.11% | +693 | New |
| Sheets Smith Wealth Management | 695 | $205.7K | 0.02% | +695 | New |
| Tennessee Valley Asset Management Partners | 695 | $206.0K | 0.03% | −27−3.7% | Reduced |
| Stonehaven Wealth & Tax Solutions, LLC | 696 | $206.2K | 0.19% | +696 | New |
| Old North State Wealth Management, LLC | 694 | $206.2K | 0.10% | +694 | New |
| Powers Advisory Group, LLC | 697 | $206.4K | 0.08% | −18−2.5% | Reduced |
| Millington Financial Advisors, LLC | 691 | $206.7K | 0.09% | +691 | New |
| BKA Wealth Consulting, Inc. | 698 | $206.7K | 0.17% | −31−4.3% | Reduced |
| Sbe LLC Dba Cedar Cove Wealth Partners | 698 | $206.8K | 0.11% | +698 | New |
| Foundry Financial Group, Inc. | 700 | $207.3K | 0.10% | −13−1.8% | Reduced |
| O'Brien Greene & Co. Inc | 700 | $207.3K | 0.06% | +700 | New |
| Financial Alternatives, Inc | 700 | $207.3K | 0.12% | +700 | New |
| Sykon Capital LLC | 700 | $207.3K | 0.07% | +700 | New |
| Polaris Investment Advisors, LLC | 700 | $207.3K | 0.15% | +700 | New |
