| Fairfield Financial Advisors, LTD | 700 | $45.8K | 0.02% | +700 | New |
| CBIZ Investment Advisory Services, LLC | 694 | $45.7K | 0.00% | −131−15.9% | Reduced |
| Central Bank & Trust Co | 695 | $45.5K | 0.01% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 692 | $45.0K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 676 | $44.2K | 0.01% | +32+5.0% | Added |
| Financial Management Professionals, Inc. | 673 | $44.0K | 0.01% | +545+425.8% | Added |
| ESL Trust Services, LLC | 672 | $44.0K | 0.01% | +127+23.3% | Added |
| Rogco, LP | 651 | $42.6K | 0.02% | −51−7.3% | Reduced |
| Strengthening Families & Communities, LLC | 637 | $42.0K | 0.01% | +637 | New |
| Main Street Group, LTD | 636 | $41.5K | 0.02% | −22−3.3% | Reduced |
| Atwood & Palmer Inc | 629 | $41.2K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 595 | $41.0K | 0.01% | −16−2.6% | Reduced |
| Riverview Trust Co | 625 | $40.9K | 0.04% | 00.0% | Unchanged |
| PSI Advisors, LLC | 623 | $40.8K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 616 | $40.3K | 0.02% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 607 | $39.7K | 0.03% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 600 | $39.3K | 0.01% | +600 | New |
| GW&K Investment Management, LLC | 594 | $39.0K | 0.00% | +92+18.3% | Added |
| Private Wealth Management Group, LLC | 591 | $38.7K | 0.02% | −149−20.1% | Reduced |
| Arrow Financial Corp | 590 | $38.6K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 569 | $37.2K | 0.02% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 560 | $36.6K | 0.01% | +85+17.9% | Added |
| Covestor Ltd | 541 | $36.0K | 0.02% | +28+5.5% | Added |
| Clear Investment Research, LLC | 535 | $35.0K | 0.05% | +3+0.6% | Added |
| Redwood Wealth Management Group, LLC | 533 | $34.9K | 0.03% | +533 | New |
| Standard Family Office LLC | 522 | $34.2K | 0.04% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 521 | $34.1K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 509 | $33.3K | 0.02% | +1+0.2% | Added |
| Rocky Mountain Advisers, LLC | 500 | $32.7K | 0.01% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 500 | $32.7K | 0.02% | 00.0% | Unchanged |
| Orion Capital Management LLC | 500 | $32.7K | 0.02% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 499 | $32.6K | 0.01% | +1+0.2% | Added |
| DHJJ Financial Advisors, Ltd. | 491 | $32.1K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 490 | $32.0K | 0.01% | −313−39.0% | Reduced |
| Kepos Capital LP | 495 | $32.0K | 0.01% | −8−1.6% | Reduced |
| Laurel Wealth Advisors LLC | 488 | $31.9K | 0.01% | +77+18.7% | Added |
| First Personal Financial Services | 484 | $31.7K | 0.01% | 00.0% | Unchanged |
| Bray Capital Advisors | 475 | $31.1K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 471 | $30.8K | 0.02% | +3+0.6% | Added |
| Transcendent Capital Group LLC | 470 | $30.8K | 0.02% | 00.0% | Unchanged |
| Activest Wealth Management | 457 | $29.9K | 0.01% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 452 | $29.6K | 0.02% | −104−18.7% | Reduced |
| Planning Capital Management Corp | 451 | $29.5K | 0.02% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 433 | $29.0K | 0.00% | +433 | New |
| Pittenger & Anderson Inc | 437 | $28.6K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 434 | $28.4K | 0.02% | +10+2.4% | Added |
| VitalStone Financial, LLC | 433 | $28.3K | 0.02% | −36−7.7% | Reduced |
| First Command Advisory Services, Inc. | 418 | $27.4K | 0.00% | −45−9.7% | Reduced |
| Lynx Investment Advisory | 417 | $27.3K | 0.02% | +417 | New |
| SOA Wealth Advisors, LLC. | 401 | $26.2K | 0.01% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 400 | $26.0K | 0.01% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 403 | $26.0K | 0.02% | +403 | New |
| Cassady Schiller Wealth Management, LLC | 391 | $25.6K | 0.01% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 395 | $25.0K | 0.01% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 377 | $24.7K | 0.01% | 00.0% | Unchanged |
| SIMA Wealth Partners, LLC | 368 | $24.1K | 0.02% | +368 | New |
| Bell Investment Advisors, Inc | 362 | $23.7K | 0.00% | −81−18.3% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 359 | $23.5K | 0.01% | +359 | New |
| Financial Freedom, LLC | 356 | $23.3K | 0.01% | +2+0.6% | Added |
| TD Capital Management LLC | 349 | $22.9K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 349 | $22.8K | 0.01% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 323 | $22.6K | 0.01% | −526−62.0% | Reduced |
| First Pacific Financial | 333 | $21.8K | 0.01% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 329 | $21.5K | 0.00% | 00.0% | Unchanged |
| Brown Shipley& Co Ltd | 327 | $21.4K | 0.01% | +1+0.3% | Added |
| Highline Wealth Partners LLC | 325 | $21.3K | 0.01% | +18+5.9% | Added |
| Fortitude Family Office, LLC | 320 | $20.9K | 0.01% | +86+36.8% | Added |
| Creekmur Asset Management LLC | 318 | $20.8K | 0.01% | +4+1.3% | Added |
| BFSG, LLC | 307 | $20.1K | 0.00% | −100−24.6% | Reduced |
| Altshuler Shaham Ltd | 306 | $20.0K | 0.00% | −31−9.2% | Reduced |
| Thompson Investment Management, Inc. | 300 | $19.6K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 300 | $19.6K | 0.01% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 300 | $19.6K | 0.00% | 00.0% | Unchanged |
| Great Lakes Retirement, Inc. | 297 | $19.6K | 0.00% | +297 | New |
| DiNuzzo Private Wealth, Inc. | 293 | $19.2K | 0.00% | −1−0.3% | Reduced |
| Abound Wealth Management | 288 | $18.8K | 0.01% | −34−10.6% | Reduced |
| Itau Unibanco Holding S.A. | 287 | $18.8K | 0.00% | +287 | New |
| Avion Wealth | 287 | $18.0K | 0.00% | +7+2.5% | Added |
| Meeder Asset Management Inc | 272 | $17.8K | 0.00% | −14,788−98.2% | Reduced |
| Syntax Research, Inc. | 269 | $17.6K | 0.01% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 244 | $17.1K | 0.01% | +244 | New |
| BOK Financial Private Wealth, Inc. | 247 | $16.3K | 0.00% | 00.0% | Unchanged |
| Newton One Investments LLC | 235 | $15.4K | 0.01% | +2+0.9% | Added |
| WFA Asset Management Corp | 230 | $15.1K | 0.01% | −61−21.0% | Reduced |
| Tanaka Capital Management Inc | 232 | $15.0K | 0.04% | 00.0% | Unchanged |
| NVWM, LLC | 212 | $14.0K | 0.00% | −5−2.3% | Reduced |
| Ridgewood Investments LLC | 213 | $13.9K | 0.01% | +213 | New |
| EnRich Financial Partners LLC | 212 | $13.9K | 0.01% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 207 | $13.5K | 0.00% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 205 | $13.4K | 0.01% | +180+720.0% | Added |
| Vermillion & White Wealth Management Group, LLC | 200 | $13.1K | 0.01% | −100−33.3% | Reduced |
| Optimum Investment Advisors | 200 | $13.1K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 200 | $13.1K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 200 | $13.1K | 0.01% | 00.0% | Unchanged |
| MidAtlantic Capital Management, Inc. | 200 | $13.1K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 198 | $12.9K | 0.00% | −4−2.0% | Reduced |
| Annapolis Financial Services, LLC | 194 | $12.7K | 0.00% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 187 | $12.2K | 0.00% | +187 | New |
| Clear Street Markets LLC | 177 | $12.0K | 0.00% | +177 | New |
| McMahon Financial Advisors, LLC | 179 | $11.7K | 0.00% | +179 | New |
