| Independent Solutions Wealth Management, LLC | 886 | $1.78M | 0.33% | −23−2.5% | Reduced |
| Prairie Wealth Advisors, Inc. | 0 | $1.77M | 0.75% | −865−100.0% | Reduced |
| Segment Wealth Management, LLC | 873 | $1.76M | 0.10% | +25+2.9% | Added |
| Concurrent Investment Advisors, LLC | 871 | $1.76M | 0.02% | +163+23.0% | Added |
| Zhang Financial LLC | 862 | $1.74M | 0.06% | +138+19.1% | Added |
| NVWM, LLC | 861 | $1.73M | 0.38% | +32+3.9% | Added |
| Circle Wealth Management, LLC | 860 | $1.73M | 0.03% | +25+3.0% | Added |
| SlateStone Wealth, LLC | 859 | $1.73M | 0.14% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 858 | $1.73M | 0.33% | 00.0% | Unchanged |
| Northstar Asset Management Inc | 858 | $1.73M | 0.45% | +858 | New |
| Leo Wealth, LLC | 849 | $1.71M | 0.12% | +674+385.1% | Added |
| Empower Advisory Group, LLC | 845 | $1.70M | 0.00% | +98+13.1% | Added |
| Roberts Glore & Co Inc | 844 | $1.70M | 0.45% | +16+1.9% | Added |
| Woodline Partners LP | 841 | $1.69M | 0.01% | +841 | New |
| Permanens Capital L.P. | 836 | $1.68M | 0.22% | +718+608.5% | Added |
| Virtus Investment Advisers, Inc. | 833 | $1.68M | 0.46% | +55+7.1% | Added |
| Resources Investment Advisors, LLC. | 829 | $1.67M | 0.02% | +30+3.8% | Added |
| Intercapital, LLC | 826 | $1.66M | 0.87% | +826 | New |
| Commerce Bank | 820 | $1.65M | 0.01% | −2−0.2% | Reduced |
| Malaga Cove Capital, LLC | 819 | $1.65M | 0.57% | +212+34.9% | Added |
| ICICI Prudential Asset Management Co Ltd | 813 | $1.64M | 0.19% | +35+4.5% | Added |
| Cloverfields Capital Group, LP | 812 | $1.64M | 0.51% | +157+24.0% | Added |
| Moseley Investment Management Inc | 810 | $1.63M | 0.50% | −67−7.6% | Reduced |
| Carret Asset Management, LLC | 803 | $1.62M | 0.15% | +8+1.0% | Added |
| Gordian Capital Singapore Pte Ltd | 800 | $1.61M | 2.24% | +100+14.3% | Added |
| Limestone Investment Advisors LP | 800 | $1.61M | 1.09% | +800 | New |
| Dynamic Advisor Solutions LLC | 799 | $1.61M | 0.05% | +145+22.2% | Added |
| Wealth Enhancement Trust Services, Inc. | 798 | $1.61M | 0.20% | +798 | New |
| Frank, Rimerman Advisors LLC | 792 | $1.60M | 0.10% | +4+0.5% | Added |
| Bluebird Wealth Management LLC | 787 | $1.59M | 1.48% | +787 | New |
| Valley National Advisers Inc | 787 | $1.58M | 0.22% | +9+1.2% | Added |
| Maridea Wealth Management LLC | 784 | $1.58M | 0.24% | +329+72.3% | Added |
| Main Management ETF Advisors, LLC | 783 | $1.58M | 0.06% | +8+1.0% | Added |
| CAPROCK Group, Inc. | 781 | $1.57M | 0.03% | +29+3.9% | Added |
| Nilsine Partners, LLC | 781 | $1.57M | 0.14% | +54+7.4% | Added |
| Galaxy Digital Capital Management GP LLC | 780 | $1.57M | 1.98% | +780 | New |
| Apollon Wealth Management, LLC | 770 | $1.55M | 0.03% | −13−1.7% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 770 | $1.55M | 1.14% | +72+10.3% | Added |
| Alpha Cubed Investments, LLC | 768 | $1.55M | 0.05% | −13−1.7% | Reduced |
| Lavaca Capital LLC | 760 | $1.53M | 0.26% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 757 | $1.52M | 0.88% | −91−10.7% | Reduced |
| Runnymede Capital Advisors, Inc. | 757 | $1.52M | 0.88% | +757 | New |
| Independent Advisor Alliance | 754 | $1.52M | 0.04% | −29−3.7% | Reduced |
| Semus Wealth Partners LLC | 749 | $1.51M | 0.81% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 741 | $1.50M | 0.02% | −41−5.2% | Reduced |
| Acima Private Wealth, LLC | 739 | $1.49M | 0.46% | −1−0.1% | Reduced |
| Credit Industriel Et Commercial | 738 | $1.49M | 0.22% | +464+169.3% | Added |
| Fiduciary Alliance LLC | 734 | $1.48M | 0.10% | +734 | New |
| AssuredPartners Investment Advisors, LLC | 729 | $1.47M | 0.22% | +110+17.8% | Added |
| Advisory Resource Group | 726 | $1.46M | 0.26% | +132+22.2% | Added |
| Coldstream Capital Management Inc | 723 | $1.46M | 0.02% | +24+3.4% | Added |
| Level Four Advisory Services, LLC | 719 | $1.45M | 0.05% | +45+6.7% | Added |
| AXS Investments LLC | 719 | $1.45M | 0.50% | +81+12.7% | Added |
| Triglav Skladi, D.O.O. | 715 | $1.44M | 0.09% | +200+38.8% | Added |
| Brown Brothers Harriman & Co | 711 | $1.43M | 0.01% | +170+31.4% | Added |
| Blackstone Group Inc. | 711 | $1.43M | 0.01% | +711 | New |
| MAI Capital Management | 709 | $1.43M | 0.01% | +369+108.5% | Added |
| Reynders McVeigh Capital Management, LLC | 709 | $1.43M | 0.07% | −50−6.6% | Reduced |
| Parametrica Management Ltd | 701 | $1.41M | 2.18% | −901−56.2% | Reduced |
| State of Wyoming | 697 | $1.40M | 0.15% | −10−1.4% | Reduced |
| Abbot Financial Management, Inc. | 693 | $1.40M | 0.58% | +193+38.6% | Added |
| Moody National Bank Trust Division | 690 | $1.39M | 0.13% | −366−34.7% | Reduced |
| Dakota Wealth Management | 686 | $1.38M | 0.02% | −2,561−78.9% | Reduced |
| Ostrum Asset Management | 665 | $1.34M | 0.06% | −219−24.8% | Reduced |
| AE Wealth Management LLC | 657 | $1.32M | 0.01% | +329+100.3% | Added |
| Fideuram Asset Management (Ireland) dac | 622 | $1.32M | 0.11% | +622 | New |
| Banque Transatlantique SA | 655 | $1.32M | 0.03% | +610+1,355.6% | Added |
| Militia Capital Partners, LP | 650 | $1.31M | 0.49% | +650 | New |
| Beacon Pointe Advisors, LLC | 644 | $1.30M | 0.01% | +58+9.9% | Added |
| Montag A & Associates Inc | 642 | $1.29M | 0.06% | −93−12.7% | Reduced |
| OpenArc Corporate Advisory, LLC | 640 | $1.29M | 0.02% | +640 | New |
| Factory Mutual Insurance Co | 639 | $1.29M | 0.01% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 636 | $1.28M | 0.08% | −25−3.8% | Reduced |
| Dana Investment Advisors, Inc. | 627 | $1.26M | 0.04% | +12+2.0% | Added |
| Haven Private, LLC | 626 | $1.26M | 0.55% | −2−0.3% | Reduced |
| Triumph Capital Management | 625 | $1.26M | 0.27% | +479+328.1% | Added |
| Verdence Capital Advisors LLC | 622 | $1.25M | 0.07% | −143−18.7% | Reduced |
| HighPoint Advisor Group LLC | 619 | $1.25M | 0.03% | +142+29.8% | Added |
| Lifestyle Asset Management, Inc. | 618 | $1.24M | 0.40% | +62+11.2% | Added |
| United Capital Financial Advisers, LLC | 616 | $1.24M | 0.01% | −19−3.0% | Reduced |
| Jefferies Financial Group Inc. | 613 | $1.23M | 0.01% | −369−37.6% | Reduced |
| Focus Financial Network, Inc. | 613 | $1.23M | 0.04% | +168+37.8% | Added |
| Advisors Asset Management, Inc. | 610 | $1.23M | 0.02% | +152+33.2% | Added |
| Belpointe Asset Management LLC | 607 | $1.22M | 0.04% | +2+0.3% | Added |
| Diversify Advisory Services, LLC | 574 | $1.19M | 0.04% | +45+8.5% | Added |
| DRW Securities, LLC | 592 | $1.19M | 0.09% | +412+228.9% | Added |
| Gryphon Financial Partners LLC | 590 | $1.19M | 0.13% | +189+47.1% | Added |
| Caliber Wealth Management, LLC | 587 | $1.18M | 0.13% | −4−0.7% | Reduced |
| Visionary Wealth Advisors | 584 | $1.18M | 0.05% | −51−8.0% | Reduced |
| Waycross Investment Management Co | 581 | $1.17M | 1.03% | +22+3.9% | Added |
| Jacksonville Wealth Management, LLC | 576 | $1.16M | 0.82% | +227+65.0% | Added |
| Mission Wealth Management, LP | 568 | $1.14M | 0.02% | +356+167.9% | Added |
| Capital Investment Advisory Services, LLC | 561 | $1.13M | 0.08% | 00.0% | Unchanged |
| Headlands Technologies LLC | 560 | $1.13M | 0.09% | +560 | New |
| Freemont Management S.A. | 555 | $1.12M | 0.22% | +368+196.8% | Added |
| Kingsview Wealth Management, LLC | 552 | $1.11M | 0.02% | +20+3.8% | Added |
| Pasadena Private Wealth, LLC | 549 | $1.11M | 0.15% | +549 | New |
| Woodward Diversified Capital, LLC | 546 | $1.10M | 0.50% | −1−0.2% | Reduced |
| Sigma Planning Corp | 542 | $1.09M | 0.03% | +376+226.5% | Added |
| Aristides Capital LLC | 542 | $1.09M | 0.38% | −498−47.9% | Reduced |
