| Dunhill Financial, LLC | 368 | $36.6K | 0.02% | −514−58.3% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 373 | $37.1K | 0.01% | −9−2.4% | Reduced |
| Spurstone Advisory Services, LLC | 374 | $37.2K | 0.71% | +374 | New |
| Front Row Advisors LLC | 378 | $37.9K | 0.01% | +72+23.5% | Added |
| Western Pacific Wealth Management, LP | 392 | $39.0K | 0.03% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 397 | $39.5K | 0.01% | +11+2.8% | Added |
| JDM Financial Group LLC | 400 | $39.8K | 0.02% | −17−4.1% | Reduced |
| Park Circle Co | 400 | $39.8K | 0.04% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 400 | $39.8K | 0.03% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 402 | $40.0K | 0.01% | +402 | New |
| Horizons Wealth Management | 403 | $40.1K | 0.03% | 00.0% | Unchanged |
| Advantage Trust Co | 403 | $40.1K | 0.02% | +53+15.1% | Added |
| Hurley Capital, LLC | 393 | $40.4K | 0.03% | +393 | New |
| Marshall Investment Management, LLC | 370 | $42.1K | 0.02% | +370 | New |
| Accent Capital Management, LLC | 420 | $42.1K | 0.02% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 422 | $42.3K | 0.03% | +11+2.7% | Added |
| SWAN Capital LLC | 429 | $42.7K | 0.02% | +62+16.9% | Added |
| Bayforest Capital Ltd | 429 | $42.7K | 0.05% | +429 | New |
| Itau Unibanco Holding S.A. | 435 | $43.3K | 0.00% | −76−14.9% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 440 | $43.7K | 0.03% | +440 | New |
| Frazier Financial Advisors, LLC | 445 | $43.8K | 0.03% | −185−29.4% | Reduced |
| REAP Financial Group, LLC | 442 | $43.9K | 0.01% | −29−6.2% | Reduced |
| New Wave Wealth Advisors LLC | 442 | $44.0K | 0.02% | +442 | New |
| NVWM, LLC | 445 | $44.3K | 0.01% | −9,849−95.7% | Reduced |
| Minot DeBlois Advisors LLC | 448 | $44.6K | 0.04% | +448 | New |
| Fiduciary Advisors, Inc. | 453 | $45.1K | 0.05% | +453 | New |
| New Millennium Group LLC | 453 | $45.1K | 0.03% | −10,713−95.9% | Reduced |
| MPWM Advisory Solutions, LLC | 455 | $45.2K | 0.03% | +455 | New |
| Migdal Insurance & Financial Holdings Ltd. | 465 | $46.0K | 0.00% | −2,867−86.0% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 465 | $46.3K | 0.01% | −27−5.5% | Reduced |
| Northwest Bank & Trust Co | 460 | $46.8K | 0.03% | −150−24.6% | Reduced |
| Ritter Daniher Financial Advisory LLC | 477 | $47.5K | 0.01% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 490 | $48.8K | 0.03% | +180+58.1% | Added |
| Raffa Wealth Management, LLC | 494 | $49.1K | 0.01% | +10+2.1% | Added |
| Dougherty Wealth Advisers LLC | 500 | $49.7K | 0.04% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 501 | $49.8K | 0.02% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 509 | $50.1K | 0.01% | −2,370−82.3% | Reduced |
| Kiely Wealth Advisory Group, Inc. | 600 | $51.8K | 0.03% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 533 | $53.0K | 0.02% | −100−15.8% | Reduced |
| Mizuho Bank, Ltd. | 550 | $54.7K | 0.02% | −470−46.1% | Reduced |
| Accordant Advisory Group Inc | 563 | $56.0K | 0.05% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 564 | $56.1K | 0.03% | +564 | New |
| Coppell Advisory Solutions LLC | 599 | $59.5K | 0.01% | −807−57.4% | Reduced |
| Copeland Capital Management, LLC | 600 | $59.7K | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 603 | $60.0K | 0.04% | −350−36.7% | Reduced |
| Toth Financial Advisory Corp | 604 | $60.1K | 0.01% | −100−14.2% | Reduced |
| Tucker Asset Management LLC | 606 | $60.3K | 0.01% | +48+8.6% | Added |
| ROSS\JOHNSON & Associates LLC | 623 | $62.0K | 1.43% | +623 | New |
| Gleason Group, Inc. | 625 | $62.2K | 0.01% | +4+0.6% | Added |
| Parkworth Wealth Management, Inc. | 628 | $62.5K | 0.05% | +628 | New |
| Quest 10 Wealth Builders, Inc. | 629 | $62.6K | 0.06% | +629 | New |
| Retirement Wealth Solutions LLC | 650 | $64.5K | 0.05% | +650 | New |
| Bellevue Asset Management, LLC | 672 | $66.9K | 0.03% | +45+7.2% | Added |
| Holos Integrated Wealth LLC | 681 | $67.7K | 0.05% | +681 | New |
| S&T Bank | 683 | $67.9K | 0.02% | +683 | New |
| Wiser Advisor Group LLC | 699 | $69.5K | 0.10% | +5+0.7% | Added |
| Criterion Capital Advisors, LLC | 562 | $69.6K | 0.04% | 00.0% | Unchanged |
| Runnymede Capital Advisors, Inc. | 712 | $70.8K | 0.06% | +712 | New |
| Bay Harbor Wealth Management, LLC | 710 | $71.2K | 0.02% | +13+1.9% | Added |
| Battery Global Advisors, LLC | 718 | $72.0K | 0.04% | 00.0% | Unchanged |
| Aspect Partners, LLC | 725 | $72.1K | 0.04% | −43−5.6% | Reduced |
| Atwood & Palmer Inc | 730 | $72.6K | 0.00% | 00.0% | Unchanged |
| Capula Management Ltd | 741 | $73.7K | 0.00% | −873−54.1% | Reduced |
| Creekmur Asset Management LLC | 761 | $75.8K | 0.02% | −325−29.9% | Reduced |
| Stuart Chaussee & Associates, Inc. | 770 | $76.6K | 0.02% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 772 | $76.8K | 0.01% | −650−45.7% | Reduced |
| Financial Network Wealth Advisors LLC | 779 | $77.5K | 0.14% | −1,027−56.9% | Reduced |
| Centricity Wealth Management, LLC | 784 | $78.0K | 0.07% | +784 | New |
| Mascoma Wealth Management LLC | 787 | $78.3K | 0.02% | +238+43.4% | Added |
| LFA - Lugano Financial Advisors SA | 788 | $78.4K | 0.05% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 791 | $78.7K | 0.15% | +412+108.7% | Added |
| Fairway Wealth LLC | 792 | $78.8K | 0.04% | +792 | New |
| Insight Financial Services | 797 | $79.3K | 0.06% | +200+33.5% | Added |
| Guardian Wealth Management, Inc. | 818 | $81.4K | 0.06% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 819 | $81.5K | 0.04% | +4+0.5% | Added |
| Principia Wealth Advisory, LLC | 821 | $81.7K | 0.08% | +821 | New |
| GKV Capital Management Co., Inc. | 850 | $84.6K | 0.03% | +850 | New |
| True Wealth Design, LLC | 858 | $85.3K | 0.03% | +559+187.0% | Added |
| Pineridge Advisors LLC | 871 | $86.6K | 0.03% | +730+517.7% | Added |
| Curio Wealth, LLC | 874 | $86.9K | 0.05% | +874 | New |
| 1620 Investment Advisors, Inc. | 884 | $88.0K | 0.07% | +1+0.1% | Added |
| SJS Investment Consulting Inc. | 886 | $88.1K | 0.02% | −404−31.3% | Reduced |
| Conquis Financial LLC | 887 | $88.9K | 0.09% | +887 | New |
| Pension & Wealth Management Advisors, Inc. | 897 | $89.2K | 0.04% | −102−10.2% | Reduced |
| DiNuzzo Private Wealth, Inc. | 915 | $91.0K | 0.01% | −108−10.6% | Reduced |
| Nordwand Advisors, LLC | 921 | $91.6K | 0.04% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 927 | $92.2K | 0.05% | 00.0% | Unchanged |
| Abound Wealth Management | 955 | $95.0K | 0.03% | −237−19.9% | Reduced |
| Richardson Financial Services Inc. | 969 | $95.3K | 0.07% | −462−32.3% | Reduced |
| Transce3nd, LLC | 959 | $95.4K | 0.03% | +959 | New |
| Capital A Wealth Management, LLC | 971 | $96.6K | 0.16% | +971 | New |
| Ulland Investment Advisors, LLC | 983 | $98.0K | 0.06% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 1,000 | $99.5K | 0.03% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 1,000 | $99.5K | 0.05% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 1,189 | $100.4K | 0.03% | +9+0.8% | Added |
| Fourth Dimension Wealth, LLC | 934 | $102.9K | 0.05% | +934 | New |
| Wintrust Investments LLC | 1,049 | $104.0K | 0.09% | −618−37.1% | Reduced |
| Montag & Caldwell, LLC | 1,052 | $104.7K | 0.02% | +1,052 | New |
| Comprehensive Financial Planning, Inc. | 1,053 | $104.7K | 0.09% | +1,053 | New |
| Bellwether Advisors, LLC | 1,058 | $105.3K | 0.02% | +1,058 | New |
