| YANKCOM Partnership | 44 | $10.8K | 0.00% | +44 | New |
| 1620 Investment Advisors, Inc. | 46 | $11.3K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 46 | $11.3K | 0.00% | +46 | New |
| Aventura Private Wealth, LLC | 47 | $11.6K | 0.00% | +3+6.8% | Added |
| Westend Capital Management, LLC | 47 | $11.6K | 0.00% | +10+27.0% | Added |
| HHM Wealth Advisors, LLC | 47 | $11.6K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 48 | $11.8K | 0.00% | −89−65.0% | Reduced |
| Abound Wealth Management | 48 | $11.9K | 0.00% | +8+20.0% | Added |
| Rosenberg Matthew Hamilton | 50 | $12.3K | 0.00% | −97−66.0% | Reduced |
| Holos Integrated Wealth LLC | 50 | $12.5K | 0.01% | 00.0% | Unchanged |
| Aspect Partners, LLC | 52 | $12.8K | 0.01% | +4+8.3% | Added |
| Hallmark Capital Management Inc | 53 | $13.1K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 55 | $13.5K | 0.01% | +55 | New |
| Horizon Financial Services, LLC | 56 | $13.8K | 0.01% | +7+14.3% | Added |
| Rossby Financial, LCC | 56 | $13.8K | 0.00% | +22+64.7% | Added |
| Cornerstone Planning Group LLC | 54 | $14.0K | 0.00% | −46−46.0% | Reduced |
| Howard Hughes Medical Institute | 57 | $14.0K | 0.01% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 58 | $14.4K | 0.01% | +58 | New |
| Private Wealth Management Group, LLC | 59 | $14.5K | 0.00% | −15−20.3% | Reduced |
| Raffa Wealth Management, LLC | 60 | $14.8K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 60 | $14.9K | 0.01% | +4+7.1% | Added |
| PEAK6 LLC | 61 | $15.0K | 0.00% | +59+2,950.0% | Added |
| Toth Financial Advisory Corp | 65 | $16.0K | 0.00% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 67 | $16.5K | 0.01% | +67 | New |
| Rachor Investment Advisory Services, LLC | 69 | $16.9K | 0.01% | +69 | New |
| CNB Bank | 70 | $17.2K | 0.01% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 71 | $17.5K | 0.00% | +21+42.0% | Added |
| Swiss Re Ltd | 73 | $18.0K | 0.00% | +73 | New |
| City State Bank | 74 | $18.2K | 0.00% | +1+1.4% | Added |
| Walsh & Associates, LLC | 75 | $18.5K | 0.02% | +75 | New |
| Pittenger & Anderson Inc | 76 | $18.7K | 0.00% | −2−2.6% | Reduced |
| Westfuller Advisors, LLC | 78 | $19.3K | 0.01% | +78 | New |
| Truvestments Capital LLC | 79 | $19.4K | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 10,143 | $20.1K | 0.00% | +10,143 | New |
| Robinswood Financial LLC | 82 | $20.2K | 0.01% | +1+1.2% | Added |
| New Millennium Group LLC | 84 | $20.7K | 0.01% | −1−1.2% | Reduced |
| Canton Hathaway, LLC | 85 | $20.9K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 86 | $21.2K | 0.02% | +86 | New |
| Fortitude Family Office, LLC | 87 | $21.4K | 0.01% | −13−13.0% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 88 | $21.7K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 88 | $21.7K | 0.00% | +27+44.3% | Added |
| Smallwood Wealth Investment Management, LLC | 90 | $22.2K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 90 | $22.2K | 0.01% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 91 | $22.4K | 0.02% | −10−9.9% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 93 | $22.9K | 0.01% | 00.0% | Unchanged |
| Midwest Capital Advisors, LLC | 93 | $22.9K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 96 | $23.6K | 0.00% | +1+1.1% | Added |
| Strategic Investment Solutions, Inc. | 96 | $23.8K | 0.01% | +96 | New |
| Horrell Capital Management, Inc. | 100 | $24.6K | 0.01% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 100 | $24.6K | 0.01% | 00.0% | Unchanged |
| Corsicana & Co. | 100 | $24.6K | 0.01% | 00.0% | Unchanged |
| Cresta Advisors, Ltd. | 100 | $24.6K | 0.01% | +100 | New |
| Centerpoint Advisors, LLC | 100 | $25.0K | 0.01% | −14−12.3% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 102 | $25.1K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 103 | $25.4K | 0.01% | 00.0% | Unchanged |
| Meramec Financial Planners, LLC | 87 | $25.5K | 0.01% | +87 | New |
| SOA Wealth Advisors, LLC. | 105 | $25.9K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 106 | $26.1K | 0.01% | −6−5.4% | Reduced |
| Ameriflex Group, Inc. | 108 | $26.6K | 0.01% | −166−60.6% | Reduced |
| Prudent Man Investment Management, Inc. | 108 | $26.6K | 0.01% | +8+8.0% | Added |
| Coston, McIsaac & Partners | 109 | $27.0K | 0.01% | 00.0% | Unchanged |
| Motiv8 Investments LLC | 109 | $27.0K | 0.01% | +109 | New |
| 1248 Management, LLC | 110 | $27.3K | 0.01% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 111 | $27.3K | 0.00% | +111 | New |
| Lodestone Wealth Management LLC | 114 | $28.1K | 0.01% | +114 | New |
| Boreal Capital Management LLC | 115 | $28.5K | 0.02% | 00.0% | Unchanged |
| Tacita Capital Inc | 119 | $29.3K | 0.02% | −30−20.1% | Reduced |
| Beacon Financial Strategies CORP | 119 | $29.3K | 0.02% | +119 | New |
| Clarity Asset Management, Inc. | 120 | $29.4K | 0.02% | +1+0.8% | Added |
| Prestige Wealth Management Group LLC | 122 | $30.3K | 0.01% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 123 | $30.3K | 0.02% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 125 | $30.8K | 0.02% | −21−14.4% | Reduced |
| Miller Wealth Advisors, LLC | 125 | $30.8K | 0.01% | 00.0% | Unchanged |
| Breakwater Investment Management | 126 | $31.0K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 126 | $31.0K | 0.00% | +86+215.0% | Added |
| Sfam, LLC | 126 | $31.0K | 0.03% | +126 | New |
| Ares Financial Consulting, LLC | 127 | $31.3K | 0.03% | +127 | New |
| Highline Wealth Partners LLC | 127 | $31.3K | 0.01% | +31+32.3% | Added |
| Basepoint Wealth LLC | 129 | $32.0K | 0.02% | +129 | New |
| General Partner, Inc. | 131 | $32.3K | 0.02% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 132 | $33.0K | 0.03% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 135 | $33.3K | 0.02% | −12−8.2% | Reduced |
| Pflug Koory, LLC | 137 | $33.7K | 0.02% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 144 | $35.5K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 145 | $35.7K | 0.01% | −70−32.6% | Reduced |
| Asset Planning,Inc | 150 | $36.9K | 0.03% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 150 | $36.9K | 0.02% | 00.0% | Unchanged |
| Union Savings Bank | 150 | $36.9K | 0.02% | +150 | New |
| Dogwood Wealth Management LLC | 153 | $37.8K | 0.02% | −23−13.1% | Reduced |
| Essential Partners LLC | 154 | $37.9K | 0.01% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 156 | $38.4K | 0.00% | −1−0.6% | Reduced |
| PFS Partners, LLC | 156 | $38.4K | 0.02% | +1+0.6% | Added |
| Lloyd Advisory Services, LLC. | 160 | $39.4K | 0.02% | +160 | New |
| Quintet Private Bank (Europe) S.A. | 160 | $39.4K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 162 | $39.9K | 0.01% | 00.0% | Unchanged |
| Financial Consulate, Inc | 163 | $40.1K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 167 | $41.1K | 0.00% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 172 | $42.4K | 0.00% | −128−42.7% | Reduced |
| Armstrong Advisory Group, Inc | 172 | $42.4K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 180 | $44.0K | 0.00% | −300−62.5% | Reduced |