| IFC & Insurance Marketing, Inc. | 293 | $31.0K | 0.03% | +293 | New |
| Front Row Advisors LLC | 297 | $31.5K | 0.01% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 301 | $31.7K | 0.03% | +301 | New |
| Safe Harbor Fiduciary, LLC | 302 | $31.8K | 0.03% | +302 | New |
| Evolution Wealth Management Inc. | 303 | $31.9K | 0.03% | +58+23.7% | Added |
| Anfield Capital Management, LLC | 318 | $33.5K | 0.01% | +13+4.3% | Added |
| Y.D. More Investments Ltd | 1,554 | $33.9K | 0.00% | −265−14.6% | Reduced |
| Tucker Asset Management LLC | 326 | $34.3K | 0.01% | +326 | New |
| Moisand Fitzgerald Tamayo, LLC | 327 | $34.4K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 336 | $35.4K | 0.01% | +82+32.3% | Added |
| Horizons Wealth Management | 344 | $36.2K | 0.02% | 00.0% | Unchanged |
| Granite FO LLC | 347 | $36.5K | 0.02% | −973−73.7% | Reduced |
| Curio Wealth, LLC | 345 | $36.7K | 0.01% | 00.0% | Unchanged |
| Entrust Financial LLC | 350 | $36.8K | 0.03% | +350 | New |
| Silicon Valley Capital Partners | 350 | $36.9K | 0.00% | −72−17.1% | Reduced |
| POM Investment Strategies, LLC | 360 | $37.9K | 0.02% | +287+393.2% | Added |
| IMG Wealth Management, Inc. | 362 | $38.1K | 0.02% | +20+5.8% | Added |
| Winch Advisory Services, LLC | 364 | $38.3K | 0.01% | +1+0.3% | Added |
| Spurstone Advisory Services, LLC | 374 | $39.4K | 0.62% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 392 | $41.3K | 0.02% | −18−4.4% | Reduced |
| Wellington-Altus USA Inc. | 400 | $42.1K | 0.03% | +400 | New |
| Horizon Bancorp Inc | 407 | $43.0K | 0.02% | 00.0% | Unchanged |
| Deane Retirement Strategies, Inc. | 415 | $43.7K | 0.02% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 417 | $43.9K | 0.01% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 422 | $44.4K | 0.03% | +53+14.4% | Added |
| Accent Capital Management, LLC | 420 | $44.6K | 0.02% | 00.0% | Unchanged |
| Miller Capital Partners, Inc. | 425 | $44.7K | 0.02% | +425 | New |
| Alvarez & Marsal Private Wealth Partners, LLC | 441 | $46.8K | 0.01% | +441 | New |
| Vermillion & White Wealth Management Group, LLC | 950 | $47.2K | 0.03% | +200+26.7% | Added |
| Valued Wealth Advisors LLC | 444 | $47.2K | 0.02% | +94+26.9% | Added |
| Fiduciary Advisors, Inc. | 453 | $47.7K | 0.04% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 455 | $47.9K | 0.01% | +36+8.6% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 456 | $48.0K | 0.03% | −90−16.5% | Reduced |
| Tower Trust & Investment Co | 460 | $48.4K | 0.03% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 461 | $48.5K | 0.04% | +461 | New |
| Camelot Portfolios, LLC | 461 | $48.6K | 0.03% | +461 | New |
| Mascoma Wealth Management LLC | 472 | $49.7K | 0.01% | +27+6.1% | Added |
| Roble, Belko & Company, Inc | 475 | $50.0K | 0.01% | +52+12.3% | Added |
| Merited Wealth, LLC | 489 | $51.5K | 0.05% | +489 | New |
| Board of the Pension Protection Fund | 500 | $52.6K | 0.05% | −1,800−78.3% | Reduced |
| Dougherty Wealth Advisers LLC | 500 | $52.6K | 0.03% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 502 | $52.8K | 0.00% | +52+11.6% | Added |
| Hyposwiss Advisors SA | 505 | $53.2K | 0.05% | +505 | New |
| Kilter Group LLC | 509 | $53.6K | 0.02% | +140+37.9% | Added |
| Quattro Advisors LLC | 509 | $53.6K | 0.04% | +509 | New |
| Arcadia Investment Management Corp | 515 | $54.2K | 0.01% | +15+3.0% | Added |
| Blueline Advisors LLC | 521 | $54.8K | 0.04% | +521 | New |
| AXS Investments LLC | 527 | $55.5K | 0.02% | −170−24.4% | Reduced |
| Howard Hughes Medical Institute | 534 | $56.2K | 0.03% | −3−0.6% | Reduced |
| 1015 Capital Partners, LLC | 534 | $56.2K | 0.06% | +534 | New |
| Swiss Re Ltd | 537 | $56.5K | 0.00% | +537 | New |
| Seneschal Advisors, LLC | 542 | $57.1K | 0.04% | +45+9.1% | Added |
| Mountain Hill Investment Partners Corp. | 557 | $58.6K | 0.04% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 563 | $59.3K | 0.04% | 00.0% | Unchanged |
| Team Financial Group, LLC | 564 | $59.4K | 0.03% | +5+0.9% | Added |
| Turning Point Benefit Group, Inc. | 567 | $59.7K | 0.03% | +55+10.7% | Added |
| SWAN Capital LLC | 573 | $60.3K | 0.02% | +16+2.9% | Added |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 575 | $60.5K | 0.05% | +575 | New |
| Toth Financial Advisory Corp | 591 | $62.2K | 0.01% | +52+9.6% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 596 | $62.7K | 0.05% | −20−3.2% | Reduced |
| Insight Financial Services | 597 | $62.8K | 0.03% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 600 | $63.2K | 0.00% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 600 | $63.2K | 0.05% | +300+100.0% | Added |
| Align Financial, LLC | 63,893 | $63.9K | 0.04% | +63,893 | New |
| Evelyn Partners Investment Management Services Ltd | 608 | $64.0K | 0.01% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 613 | $64.5K | 0.06% | +613 | New |
| Arlington Trust Co LLC | 615 | $64.7K | 0.01% | −2,845−82.2% | Reduced |
| Cherry Tree Wealth Management, LLC | 620 | $65.3K | 0.01% | −77−11.0% | Reduced |
| CBIZ Investment Advisory Services, LLC | 620 | $65.8K | 0.00% | +71+12.9% | Added |
| Sfam, LLC | 649 | $68.3K | 0.06% | +649 | New |
| GPS Wealth Strategies Group, LLC | 658 | $69.2K | 0.06% | −2,523−79.3% | Reduced |
| Wiser Advisor Group LLC | 660 | $69.5K | 0.08% | +5+0.8% | Added |
| Cedar Mountain Advisors, LLC | 670 | $70.5K | 0.01% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 675 | $71.1K | 0.04% | +675 | New |
| Retirement Wealth Solutions LLC | 679 | $71.5K | 0.05% | +4+0.6% | Added |
| Quest 10 Wealth Builders, Inc. | 680 | $71.6K | 0.06% | −32−4.5% | Reduced |
| Gleason Group, Inc. | 691 | $72.7K | 0.01% | +32+4.9% | Added |
| Aspect Partners, LLC | 703 | $74.0K | 0.03% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 717 | $75.5K | 0.04% | +4+0.6% | Added |
| VSM Wealth Advisory, LLC | 723 | $76.1K | 0.02% | +3+0.4% | Added |
| Battery Global Advisors, LLC | 718 | $76.2K | 0.04% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 730 | $76.8K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 732 | $77.0K | 0.01% | −37−4.8% | Reduced |
| Scarborough Advisors, LLC | 767 | $80.7K | 0.01% | −3−0.4% | Reduced |
| Highline Wealth Partners LLC | 768 | $80.8K | 0.02% | −9,905−92.8% | Reduced |
| Modus Advisors, LLC | 773 | $81.3K | 0.02% | +773 | New |
| Cornerstone Financial Management LLC | 779 | $82.0K | 0.08% | +779 | New |
| Global Wealth Strategies & Associates | 786 | $82.7K | 0.02% | +227+40.6% | Added |
| LFA - Lugano Financial Advisors SA | 788 | $82.9K | 0.04% | 00.0% | Unchanged |
| Fairman Group, LLC | 790 | $83.8K | 0.07% | 00.0% | Unchanged |
| Phillip James Consulting Co. | 773 | $85.0K | 1.50% | +773 | New |
| Country Trust Bank | 809 | $85.2K | 0.00% | −23−2.8% | Reduced |
| Signature Equity Partners, LLC | 830 | $87.3K | 0.05% | +830 | New |
| Beaird Harris Wealth Management, LLC | 832 | $87.5K | 0.01% | +220+35.9% | Added |
| Wilkerson Advisory Group LLC | 841 | $88.5K | 0.03% | +841 | New |
| 1620 Investment Advisors, Inc. | 842 | $88.6K | 0.06% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 890 | $93.7K | 0.01% | +21+2.4% | Added |
| DV Trading LLC | 902 | $94.9K | 0.01% | +902 | New |
| Principia Wealth Advisory, LLC | 928 | $97.6K | 0.06% | +40+4.5% | Added |
| Cedar Wealth Management, LLC | 935 | $98.4K | 0.03% | −239−20.4% | Reduced |
