| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 89 | $21.5K | 0.02% | +89 | New |
| Cherry Tree Wealth Management, LLC | 90 | $21.7K | 0.00% | +55+157.1% | Added |
| Silicon Valley Capital Partners | 90 | $21.8K | 0.00% | 00.0% | Unchanged |
| Access Investment Management LLC | 88 | $22.1K | 0.01% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 92 | $22.2K | 0.01% | 00.0% | Unchanged |
| CDKV Holdings LLC | 92 | $22.2K | 0.02% | +92 | New |
| Signature Resources Capital Management, LLC | 94 | $22.7K | 0.01% | +7+8.0% | Added |
| Financial Consulate, Inc | 94 | $22.7K | 0.00% | +79+526.7% | Added |
| Marquette Asset Management, LLC | 96 | $23.2K | 0.00% | −94−49.5% | Reduced |
| Syntax Research, Inc. | 100 | $24.1K | 0.01% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 100 | $24.1K | 0.00% | +100 | New |
| Global Wealth Strategies & Associates | 103 | $24.8K | 0.01% | −19−15.6% | Reduced |
| Swiss Re Ltd | 104 | $25.1K | 0.00% | +104 | New |
| Adkins Seale Capital Management LLC | 106 | $25.6K | 0.03% | +106 | New |
| Evolution Wealth Management Inc. | 110 | $26.5K | 0.02% | +24+27.9% | Added |
| Catherine Avery Investment Management LLC | 112 | $27.0K | 0.02% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 114 | $27.5K | 0.01% | +10+9.6% | Added |
| Wilkerson Advisory Group LLC | 114 | $27.5K | 0.01% | +114 | New |
| New Millennium Group LLC | 120 | $29.0K | 0.01% | −3−2.4% | Reduced |
| Howard Hughes Medical Institute | 121 | $29.2K | 0.02% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 122 | $29.4K | 0.02% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 122 | $29.4K | 0.01% | +42+52.5% | Added |
| Vision Retirement, LLC | 123 | $29.6K | 0.01% | +123 | New |
| West Branch Capital LLC | 124 | $29.9K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 124 | $30.0K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 125 | $30.1K | 0.01% | 00.0% | Unchanged |
| Core Alternative Capital | 125 | $30.1K | 0.01% | −22−15.0% | Reduced |
| WealthCollab, LLC | 125 | $30.1K | 0.01% | 00.0% | Unchanged |
| Robinswood Financial LLC | 125 | $30.3K | 0.01% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 129 | $31.1K | 0.01% | +15+13.2% | Added |
| Meeder Asset Management Inc | 132 | $31.8K | 0.00% | −27,178−99.5% | Reduced |
| Principia Wealth Advisory, LLC | 133 | $32.1K | 0.02% | −1−0.7% | Reduced |
| Sankala Group LLC | 125 | $33.1K | 0.03% | +125 | New |
| Triumph Capital Management | 140 | $33.8K | 0.01% | +140 | New |
| Pacifica Partners Inc. | 137 | $33.8K | 0.02% | +10+7.9% | Added |
| Barnes Dennig Private Wealth Management LLC | 144 | $34.7K | 0.03% | −33−18.6% | Reduced |
| Wellington-Altus USA Inc. | 148 | $35.7K | 0.03% | +148 | New |
| Sachetta, LLC | 148 | $35.7K | 0.02% | −1−0.7% | Reduced |
| Ares Financial Consulting, LLC | 149 | $35.9K | 0.03% | +149 | New |
| Tanglewood Legacy Advisors, LLC | 150 | $36.2K | 0.01% | 00.0% | Unchanged |
| GGM Financials LLC | 155 | $37.4K | 0.02% | +1+0.6% | Added |
| Inlight Wealth Management, LLC | 155 | $37.4K | 0.01% | 00.0% | Unchanged |
| Estate Planners Group, LLC | 157 | $37.9K | 0.02% | +157 | New |
| Roehl & Yi Investment Advisors, LLC | 27,772 | $39.5K | 0.02% | −50.0% | Reduced |
| RHL Group, LLC | 165 | $39.8K | 0.03% | +165 | New |
| West Financial Advisors, LLC | 170 | $41.0K | 0.01% | −86−33.6% | Reduced |
| Kimelman & Baird, LLC | 170 | $41.0K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 175 | $42.3K | 0.01% | +97+124.4% | Added |
| Millstone Evans Group, LLC | 178 | $42.9K | 0.03% | 00.0% | Unchanged |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 180 | $43.4K | 0.00% | +180 | New |
| Rational Advisors LLC | 182 | $43.9K | 0.00% | +25+15.9% | Added |
| Covestor Ltd | 183 | $44.0K | 0.02% | −3−1.6% | Reduced |
| Wolff Wiese Magana LLC | 184 | $44.4K | 0.02% | +12+7.0% | Added |
| Wellington Grp LLC | 190 | $45.8K | 0.02% | +190 | New |
| Silvant Capital Management LLC | 195 | $47.0K | 0.00% | 00.0% | Unchanged |
| Beacon Financial Strategies CORP | 195 | $47.0K | 0.03% | +195 | New |
| Vision Financial Markets LLC | 196 | $47.3K | 0.05% | 00.0% | Unchanged |
| Orion Capital Management LLC | 197 | $47.5K | 0.02% | 00.0% | Unchanged |
| Prudent Man Investment Management, Inc. | 200 | $48.2K | 0.02% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 203 | $49.0K | 0.91% | +1+0.5% | Added |
| Garton & Associates Financial Advisors LLC | 203 | $49.0K | 0.03% | +203 | New |
| Kennebec Savings Bank | 205 | $49.4K | 0.04% | −81−28.3% | Reduced |
| Compagnie Lombard Odier SCmA | 205 | $49.4K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 207 | $49.9K | 0.01% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 212 | $51.1K | 0.02% | +1+0.5% | Added |
| Lodestone Wealth Management LLC | 213 | $51.4K | 0.02% | +213 | New |
| FWL Investment Management, LLC | 213 | $51.5K | 0.01% | 00.0% | Unchanged |
| Tidemark, LLC | 216 | $52.2K | 0.01% | +3+1.4% | Added |
| Private Wealth Management Group, LLC | 217 | $52.3K | 0.01% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 223 | $53.7K | 0.00% | −59−20.9% | Reduced |
| Anfield Capital Management, LLC | 224 | $54.0K | 0.02% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 224 | $54.0K | 0.01% | +224 | New |
| Miller Capital Partners, Inc. | 227 | $54.7K | 0.03% | +227 | New |
| DAGCO, Inc. | 233 | $56.3K | 0.01% | +16+7.4% | Added |
| Osterweis Capital Management Inc | 236 | $56.9K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 237 | $57.2K | 0.03% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 241 | $58.1K | 0.01% | −57−19.1% | Reduced |
| Cheviot Value Management, LLC | 217 | $58.5K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 253 | $61.0K | 0.01% | 00.0% | Unchanged |
| Midwest Capital Advisors, LLC | 253 | $61.1K | 0.03% | −20−7.3% | Reduced |
| Park Place Capital Corp | 259 | $62.5K | 0.01% | −11−4.1% | Reduced |
| McGuire Capital Advisors Inc | 259 | $62.5K | 0.04% | +259 | New |
| Groupe la Francaise | 264 | $63.7K | 0.00% | −125−32.1% | Reduced |
| State of Wyoming | 265 | $63.9K | 0.01% | −283−51.6% | Reduced |
| Entrust Financial LLC | 267 | $64.4K | 0.05% | +267 | New |
| Bell Investment Advisors, Inc | 267 | $64.4K | 0.01% | +73+37.6% | Added |
| Hughes Financial Services, LLC | 270 | $65.2K | 0.01% | 00.0% | Unchanged |
| Field & Main Bank | 274 | $66.1K | 0.02% | −25−8.4% | Reduced |
| Ankerstar Wealth, LLC | 277 | $67.0K | 0.07% | +277 | New |
| Coston, McIsaac & Partners | 282 | $68.0K | 0.02% | +1+0.4% | Added |
| Birchbrook, Inc. | 290 | $69.9K | 0.03% | +90+45.0% | Added |
| Kerr Financial Planning Corp | 253 | $70.2K | 0.10% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 297 | $71.6K | 0.03% | −95−24.2% | Reduced |
| Twin Lakes Capital Management, LLC | 300 | $72.3K | 0.03% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 300 | $72.3K | 0.01% | +300 | New |
| Cornerstone Financial Management LLC | 301 | $72.6K | 0.07% | +301 | New |
| Bayban | 307 | $74.0K | 0.07% | +307 | New |
| CBIZ Investment Advisory Services, LLC | 310 | $74.7K | 0.00% | +50+19.2% | Added |
| Vestor Capital, LLC | 500 | $75.0K | 0.01% | +187+59.7% | Added |
| Red Tortoise LLC | 313 | $75.5K | 0.03% | 00.0% | Unchanged |
