| Ogorek Anthony Joseph | 496 | $139.0K | 0.03% | +7+1.4% | Added |
| CDKV Holdings LLC | 496 | $139.5K | 0.11% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 500 | $140.6K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 500 | $140.6K | 0.08% | 00.0% | Unchanged |
| High Note Wealth, LLC | 508 | $142.9K | 0.02% | −193−27.5% | Reduced |
| TSFG, LLC | 507 | $143.0K | 0.02% | −2−0.4% | Reduced |
| Intesa Sanpaolo Wealth Management | 514 | $144.5K | 0.03% | −1,135−68.8% | Reduced |
| Lloyd Advisory Services, LLC. | 516 | $145.2K | 0.06% | +489+1,811.1% | Added |
| Nalls Sherbakoff Group, LLC | 519 | $145.9K | 0.10% | −38−6.8% | Reduced |
| DHJJ Financial Advisors, Ltd. | 519 | $146.1K | 0.04% | 00.0% | Unchanged |
| Regatta Research & Money Management | 524 | $147.3K | 0.14% | +524 | New |
| Mark Sheptoff Financial Planning, LLC | 527 | $148.3K | 0.08% | 00.0% | Unchanged |
| Trust Co | 528 | $148.5K | 0.01% | −946−64.2% | Reduced |
| Hillsdale Investment Management Inc. | 530 | $149.0K | 0.00% | +530 | New |
| True Wealth Design, LLC | 531 | $149.5K | 0.04% | −55−9.4% | Reduced |
| Vaquero Private Wealth, Ltd | 546 | $153.5K | 0.03% | +546 | New |
| Highline Wealth Partners LLC | 549 | $154.3K | 0.03% | +457+496.7% | Added |
| Addison Advisors LLC | 550 | $154.7K | 0.07% | −4,726−89.6% | Reduced |
| Darwin Advisors, LLC | 558 | $157.1K | 0.04% | +126+29.2% | Added |
| Financial Avengers, Inc. | 563 | $158.2K | 0.07% | +4+0.7% | Added |
| Aspect Partners, LLC | 566 | $159.2K | 0.06% | +48+9.3% | Added |
| Key Capital Management, INC | 586 | $164.8K | 0.08% | −42−6.7% | Reduced |
| Avion Wealth | 599 | $168.0K | 0.03% | +58+10.7% | Added |
| Zeit Capital LLC | 600 | $168.7K | 0.10% | +150+33.3% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 600 | $169.0K | 0.00% | −250−29.4% | Reduced |
| Bollard Group LLC | 600 | $169.0K | 0.01% | −200−25.0% | Reduced |
| Hughes Financial Services, LLC | 602 | $169.3K | 0.02% | +75+14.2% | Added |
| Guardian Partners Inc. | 604 | $169.9K | 0.02% | +604 | New |
| Bay Harbor Wealth Management, LLC | 607 | $170.7K | 0.04% | +524+631.3% | Added |
| Johnson Financial Group, Inc. | 608 | $171.0K | 0.01% | −67−9.9% | Reduced |
| Cutler Capital Management, LLC | 613 | $172.4K | 0.04% | +2+0.3% | Added |
| Southern Michigan Bank & Trust | 624 | $175.5K | 0.06% | +40+6.8% | Added |
| Wellington-Altus USA Inc. | 726 | $176.0K | 0.13% | +224+44.6% | Added |
| Halbert Hargrove Global Advisors, LLC | 631 | $177.6K | 0.01% | +3+0.5% | Added |
| Essential Partners LLC | 632 | $177.7K | 0.08% | +394+165.5% | Added |
| Cherry Tree Wealth Management, LLC | 634 | $178.3K | 0.03% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 643 | $180.9K | 0.02% | +31+5.1% | Added |
| Park Place Capital Corp | 651 | $183.0K | 0.03% | −37−5.4% | Reduced |
| Abound Wealth Management | 655 | $184.1K | 0.04% | −124−15.9% | Reduced |
| Ares Financial Consulting, LLC | 657 | $184.8K | 0.13% | +8+1.2% | Added |
| Silver Grove Financial Group, Inc. | 658 | $185.2K | 0.10% | +623+1,780.0% | Added |
| Covestor Ltd | 662 | $186.0K | 0.11% | +157+31.1% | Added |
| Owl Creek Wealth Partners LLC | 673 | $189.3K | 0.06% | +140+26.3% | Added |
| 1015 Capital Partners, LLC | 684 | $192.3K | 0.16% | −1−0.1% | Reduced |
| Birchwood Financial Partners, Inc. | 684 | $192.5K | 0.16% | 00.0% | Unchanged |
| Burk Holdings LLC | 691 | $194.3K | 0.07% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 696 | $195.7K | 0.03% | −31,443−97.8% | Reduced |
| Founders Capital Management | 700 | $196.8K | 0.09% | −501−41.7% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 700 | $196.8K | 0.01% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 710 | $199.6K | 0.09% | +1+0.1% | Added |
| Bruce G. Allen Investments, LLC | 710 | $199.7K | 0.13% | +8+1.1% | Added |
| Carbahal Olsen Financial Services Group, LLC | 713 | $200.5K | 0.14% | +713 | New |
| Lauterbach Financial Advisors, LLC | 714 | $200.8K | 0.09% | +714 | New |
| Royal Capital Wealth Management, LLC | 715 | $201.1K | 0.11% | +715 | New |
| apricus wealth, LLC | 715 | $201.1K | 0.10% | +715 | New |
| Richard P Slaughter Associates Inc | 717 | $201.5K | 0.04% | +717 | New |
| Dock Street Asset Management Inc | 718 | $201.9K | 0.02% | −256−26.3% | Reduced |
| Ducere Wealth Management LLC | 718 | $202.0K | 0.06% | +718 | New |
| Private Client Services, LLC | 718 | $202.0K | 0.05% | +718 | New |
| VARCOV Co. | 719 | $202.2K | 0.08% | +719 | New |
| William Mack & Associates, Inc. | 719 | $202.3K | 0.07% | +719 | New |
| Good Steward Wealth Advisors,LLC | 720 | $202.5K | 0.12% | +720 | New |
| JNBA Financial Advisors | 720 | $202.5K | 0.02% | +35+5.1% | Added |
| Integrity Financial Corp | 721 | $202.8K | 0.10% | −1,876−72.2% | Reduced |
| Diversified Portfolios, Inc. | 722 | $203.0K | 0.01% | +722 | New |
| Northstar Asset Management Inc | 723 | $203.3K | 0.06% | +723 | New |
| RFG - Bristol Wealth Advisors, LLC | 723 | $203.3K | 0.05% | +723 | New |
| Darden Wealth Group Inc | 725 | $203.9K | 0.08% | −184−20.2% | Reduced |
| McDonough Capital Management, Inc | 725 | $204.0K | 0.10% | +725 | New |
| ShoreHaven Wealth Partners, LLC | 726 | $204.2K | 0.06% | +726 | New |
| Sar Wealth Management Group, LLC | 727 | $204.3K | 0.10% | +727 | New |
| Hidden Cove Wealth Management, LLC | 727 | $204.4K | 0.11% | +727 | New |
| Vista Investment Partners LLC | 729 | $205.0K | 0.05% | −3,856−84.1% | Reduced |
| Summit Financial Strategies, Inc. | 729 | $205.0K | 0.01% | +729 | New |
| waypoint wealth counsel | 729 | $205.0K | 0.13% | +729 | New |
| Total Investment Management Inc | 917 | $205.1K | 0.02% | −94−9.3% | Reduced |
| Omnia Family Wealth, LLC | 730 | $205.3K | 0.06% | +730 | New |
| HMV Wealth Advisors, LLC | 730 | $205.3K | 0.08% | +730 | New |
| Turner Financial Group, Inc. | 731 | $205.5K | 0.20% | +731 | New |
| Sage Rhino Capital LLC | 731 | $205.6K | 0.03% | −190−20.6% | Reduced |
| Concentrum Wealth Management | 732 | $205.7K | 0.05% | +732 | New |
| Advisory Advocates, LLC | 732 | $205.8K | 0.18% | +732 | New |
| Adelphi Trust Co | 734 | $206.4K | 0.14% | +734 | New |
| DDD Partners, LLC | 735 | $206.7K | 0.01% | +735 | New |
| St. Louis Trust Co | 5,112 | $207.1K | 0.06% | 00.0% | Unchanged |
| BNC Wealth Management, LLC | 738 | $207.5K | 0.05% | +738 | New |
| Pension & Wealth Management Advisors, Inc. | 738 | $207.6K | 0.06% | +2+0.3% | Added |
| Safeguard Investment Advisory Group, LLC | 739 | $207.9K | 0.05% | +739 | New |
| Cura Wealth Advisors, LLC | 740 | $208.1K | 0.09% | +740 | New |
| John Boyer, Inc. | 741 | $208.1K | 0.18% | +741 | New |
| Stonehaven Wealth & Tax Solutions, LLC | 740 | $208.1K | 0.17% | +740 | New |
| Matters Capital LLC | 740 | $208.1K | 0.15% | +740 | New |
| Index Fund Advisors, Inc. | 741 | $208.4K | 0.01% | +741 | New |
| Zevin Asset Management LLC | 742 | $208.7K | 0.03% | +742 | New |
| Uptown Financial Advisors LLC | 743 | $208.9K | 0.15% | +743 | New |
| Schrum Private Wealth Management LLC | 1,208 | $208.9K | 0.21% | +13+1.1% | Added |
| Symphony Financial Services, Inc. | 744 | $209.3K | 0.09% | +744 | New |
| Truefg, LLC | 746 | $209.8K | 0.05% | +746 | New |
| Alan B. Lancz & Associates, Inc. | 746 | $209.8K | 0.18% | +746 | New |
| Rede Wealth, LLC | 747 | $210.1K | 0.07% | +747 | New |
