| Winnow Wealth LLC | 36 | $17.4K | 0.01% | −113−75.8% | Reduced |
| Harbor Asset Planning, Inc. | 36 | $17.5K | 0.01% | 00.0% | Unchanged |
| Groupe la Francaise | 42 | $17.8K | 0.00% | −668−94.1% | Reduced |
| Wilkerson Advisory Group LLC | 37 | $17.9K | 0.01% | +37 | New |
| IFC & Insurance Marketing, Inc. | 37 | $18.0K | 0.02% | +37 | New |
| Westend Capital Management, LLC | 39 | $18.9K | 0.01% | +13+50.0% | Added |
| Pittenger & Anderson Inc | 39 | $18.9K | 0.00% | −3−7.1% | Reduced |
| Anfield Capital Management, LLC | 41 | $19.8K | 0.01% | +14+51.9% | Added |
| Miller Wealth Advisors, LLC | 42 | $20.3K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 42 | $20.3K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 42 | $20.3K | 0.00% | −34−44.7% | Reduced |
| Howard Hughes Medical Institute | 44 | $21.3K | 0.01% | −1−2.2% | Reduced |
| PFS Partners, LLC | 46 | $22.2K | 0.01% | 00.0% | Unchanged |
| Banque Transatlantique SA | 47 | $22.7K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 48 | $23.2K | 0.00% | −28−36.8% | Reduced |
| Princeton Global Asset Management LLC | 49 | $23.7K | 0.00% | −303−86.1% | Reduced |
| Ares Financial Consulting, LLC | 49 | $23.7K | 0.02% | +49 | New |
| Strategic Wealth Advisors LLC | 50 | $24.0K | 0.02% | +50 | New |
| Knights of Columbus Asset Advisors LLC | 50 | $24.2K | 0.00% | 00.0% | Unchanged |
| Chapman Financial Group, LLC | 50 | $24.2K | 0.02% | 00.0% | Unchanged |
| Swiss Re Ltd | 50 | $24.2K | 0.00% | +50 | New |
| Basso Capital Management, L.P. | 51 | $24.7K | 0.01% | +51 | New |
| Field & Main Bank | 52 | $25.2K | 0.01% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 54 | $26.1K | 0.01% | +54 | New |
| Triumph Capital Management | 55 | $26.4K | 0.01% | +55 | New |
| Cape Investment Advisory, Inc. | 55 | $26.8K | 0.01% | +43+358.3% | Added |
| TD Capital Management LLC | 55 | $26.8K | 0.00% | +45+450.0% | Added |
| Stone House Investment Management, LLC | 56 | $26.9K | 0.00% | 00.0% | Unchanged |
| Bard Associates Inc | 56 | $27.2K | 0.01% | +56 | New |
| Burkett Financial Services, LLC | 57 | $27.7K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 57 | $27.8K | 0.01% | +1+1.8% | Added |
| Legacy Wealth Managment, LLC | 58 | $28.1K | 0.01% | −30−34.1% | Reduced |
| United Financial Planning Group LLC | 61 | $29.5K | 0.02% | +11+22.0% | Added |
| Transce3nd, LLC | 50 | $29.7K | 0.24% | −1−2.0% | Reduced |
| McGuire Capital Advisors Inc | 62 | $29.8K | 0.02% | +62 | New |
| Aspect Partners, LLC | 62 | $30.0K | 0.01% | −23−27.1% | Reduced |
| Barnes Dennig Private Wealth Management LLC | 63 | $30.5K | 0.03% | +9+16.7% | Added |
| Millstone Evans Group, LLC | 65 | $31.4K | 0.02% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 65 | $31.4K | 0.00% | +65 | New |
| Louisbourg Investments Inc. | 66 | $31.9K | 0.01% | +17+34.7% | Added |
| Tucker Asset Management LLC | 66 | $31.9K | 0.01% | +66 | New |
| Pension & Wealth Management Advisors, Inc. | 69 | $33.4K | 0.01% | −33−32.4% | Reduced |
| Wealth Watch Advisors, INC | 69 | $33.4K | 0.01% | −12−14.8% | Reduced |
| Washington Trust Advisors, Inc. | 70 | $33.9K | 0.00% | 00.0% | Unchanged |
| Beacon Financial Strategies CORP | 70 | $33.9K | 0.02% | +70 | New |
| Wexford Capital LP | 70 | $33.9K | 0.01% | −3−4.1% | Reduced |
| Cypress Capital Management LLC (WY) | 71 | $34.3K | 0.03% | 00.0% | Unchanged |
| Copos Capital S.a r.l. | 73 | $35.3K | 0.02% | +73 | New |
| Sachetta, LLC | 74 | $36.0K | 0.02% | −5−6.3% | Reduced |
| Rational Advisors LLC | 76 | $36.8K | 0.00% | +10+15.2% | Added |
| MTM Investment Management, LLC | 79 | $38.1K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 79 | $38.2K | 0.02% | −1−1.3% | Reduced |
| Financial Network Wealth Advisors LLC | 79 | $38.2K | 0.04% | 00.0% | Unchanged |
| Torren Management, LLC | 79 | $38.2K | 0.02% | +79 | New |
| Tower Trust & Investment Co | 80 | $38.7K | 0.02% | +80 | New |
| Sunrise Financial Services, LLC | 80 | $38.7K | 0.03% | +80 | New |
| Heritage Wealth Advisors | 81 | $39.1K | 0.00% | +31+62.0% | Added |
| Oakum Bay Capital LLC | 81 | $39.2K | 0.02% | +81 | New |
| Plante Moran Financial Advisors, LLC | 82 | $39.7K | 0.00% | −2−2.4% | Reduced |
| Quattro Advisors LLC | 83 | $40.0K | 0.03% | +83 | New |
| Thompson Investment Management, Inc. | 83 | $40.1K | 0.01% | 00.0% | Unchanged |
| Pioneer Family Office, LLC | 84 | $40.6K | 0.03% | +84 | New |
| ZRC Wealth Management, LLC | 89 | $43.0K | 0.02% | +84+1,680.0% | Added |
| Kohmann Bosshard Financial Services, LLC | 91 | $43.8K | 0.00% | +91 | New |
| Sarver Vrooman Wealth Advisors | 92 | $44.5K | 0.03% | −3−3.2% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 95 | $45.9K | 0.01% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 95 | $45.9K | 0.02% | 00.0% | Unchanged |
| Eq Wealth Advisors, LLC | 96 | $46.4K | 0.03% | +96 | New |
| Bayforest Capital Ltd | 96 | $46.4K | 0.03% | +96 | New |
| Hartford Financial Management Inc. | 98 | $47.4K | 0.01% | +4+4.3% | Added |
| Bruce G. Allen Investments, LLC | 98 | $47.4K | 0.03% | +19+24.1% | Added |
| Richardson Capital Management LLC | 100 | $48.4K | 0.02% | 00.0% | Unchanged |
| Lavaca Capital LLC | 100 | $48.4K | 0.01% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 100 | $48.4K | 0.02% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 100 | $48.4K | 0.03% | 00.0% | Unchanged |
| EFG International AG | 100 | $48.4K | 0.00% | +100 | New |
| Breakwater Investment Management | 101 | $48.9K | 0.02% | 00.0% | Unchanged |
| Key Capital Management, INC | 106 | $51.3K | 0.05% | +106 | New |
| American Capital Advisory, LLC | 106 | $51.3K | 0.02% | −24−18.5% | Reduced |
| Investors Portfolio Services LLC | 108 | $52.0K | 0.05% | +108 | New |
| HighMark Wealth Management LLC | 108 | $52.4K | 0.02% | −48−30.8% | Reduced |
| Wiser Advisor Group LLC | 108 | $52.4K | 0.06% | −15−12.2% | Reduced |
| Kerr Financial Planning Corp | 85 | $52.5K | 0.07% | 00.0% | Unchanged |
| Abound Financial, LLC | 109 | $52.8K | 0.02% | +109 | New |
| Western Pacific Wealth Management, LP | 110 | $53.3K | 0.05% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 111 | $53.7K | 0.03% | 00.0% | Unchanged |
| Costello Asset Management, INC | 111 | $53.7K | 0.02% | +4+3.7% | Added |
| Wall Street Access Asset Management, LLC | 111 | $53.7K | 0.01% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 111 | $53.7K | 0.04% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 111 | $53.8K | 0.01% | −126−53.2% | Reduced |
| Vestor Capital, LLC | 812 | $54.0K | 0.00% | +701+631.5% | Added |
| GW&K Investment Management, LLC | 112 | $54.0K | 0.00% | +4+3.7% | Added |
| Meramec Financial Planners, LLC | 87 | $54.3K | 0.02% | +87 | New |
| Carolina Wealth Advisors, LLC | 113 | $54.7K | 0.02% | 00.0% | Unchanged |
| DAGCO, Inc. | 113 | $54.8K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 118 | $57.1K | 0.01% | +90+321.4% | Added |
| Wellington Grp LLC | 118 | $57.1K | 0.02% | +118 | New |
| JNBA Financial Advisors | 122 | $59.0K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 123 | $59.5K | 0.01% | −52−29.7% | Reduced |
| Navigoe, LLC | 125 | $60.0K | 0.04% | 00.0% | Unchanged |
