| Abound Wealth Management | 112 | $30.9K | 0.01% | +20+21.7% | Added |
| Owl Creek Wealth Partners LLC | 117 | $32.3K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 120 | $33.1K | 0.01% | 00.0% | Unchanged |
| BOCHK Asset Management Ltd | 120 | $33.1K | 0.01% | +120 | New |
| Hilton Head Capital Partners, LLC | 125 | $34.5K | 0.02% | +30+31.6% | Added |
| Vima LLC | 130 | $35.9K | 0.03% | +130 | New |
| CNB Bank | 133 | $36.7K | 0.01% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 136 | $37.6K | 0.00% | −1,551,533−100.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 138 | $38.1K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 149 | $41.1K | 0.03% | −1,141−88.4% | Reduced |
| Ameriflex Group, Inc. | 154 | $42.5K | 0.02% | +154 | New |
| Stance Capital LLC | 158 | $43.6K | 0.01% | −140−47.0% | Reduced |
| Bullock Wealth Management Group | 200 | $45.8K | 0.02% | 00.0% | Unchanged |
| Generali Asset Management SPA SGR | 169 | $46.7K | 0.00% | +169 | New |
| Atlantic Edge Private Wealth Management, LLC | 171 | $47.1K | 0.01% | +96+128.0% | Added |
| LifeSteps Financial, Inc. | 171 | $47.2K | 0.02% | +171 | New |
| N.E.W. Advisory Services LLC | 176 | $48.6K | 0.00% | +76+76.0% | Added |
| Assetmark, Inc | 179 | $49.4K | 0.00% | −29−13.9% | Reduced |
| Tiaa-Cref Individual & Institutional Services, LLC | 179 | $49.4K | 0.00% | +179 | New |
| Continuum Advisory, LLC | 187 | $51.7K | 0.00% | +187 | New |
| Provenance Wealth Advisors, LLC | 194 | $53.6K | 0.01% | +194 | New |
| Tidemark, LLC | 197 | $54.4K | 0.01% | +197 | New |
| GAMMA Investing LLC | 214 | $59.1K | 0.00% | +35+19.6% | Added |
| Credit Industriel Et Commercial | 214 | $59.1K | 0.01% | +214 | New |
| Global X Japan Co., Ltd. | 223 | $61.6K | 0.00% | +60+36.8% | Added |
| Massmutual Trust Co FSB | 229 | $63.2K | 0.00% | +112+95.7% | Added |
| Strive Financial Group ,LLC | 235 | $64.9K | 0.03% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 263 | $68.7K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 250 | $69.0K | 0.04% | −52−17.2% | Reduced |
| Fountainhead AM, LLC | 250 | $69.0K | 0.05% | +250 | New |
| Freestone Grove Partners LP | 258 | $71.3K | 0.00% | +258 | New |
| Cassaday & Co Wealth Management LLC | 259 | $71.5K | 0.00% | +77+42.3% | Added |
| Grove Bank & Trust | 260 | $71.8K | 0.01% | −207−44.3% | Reduced |
| Johnson Financial Group, Inc. | 260 | $71.8K | 0.00% | +245+1,633.3% | Added |
| Rosenberg Matthew Hamilton | 268 | $74.0K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 273 | $75.4K | 0.01% | −18−6.2% | Reduced |
| Avion Wealth | 300 | $82.0K | 0.02% | 00.0% | Unchanged |
| Mosley Wealth Management | 302 | $83.4K | 0.03% | +302 | New |
| HM Payson & Co | 316 | $87.3K | 0.00% | +316 | New |
| Harbor Investment Advisory, LLC | 317 | $87.5K | 0.01% | +270+574.5% | Added |
| Foster Dykema Cabot & Partners, LLC | 388 | $107.2K | 0.01% | +388 | New |
| Western Pacific Wealth Management, LP | 400 | $110.5K | 0.10% | 00.0% | Unchanged |
| SHP Wealth Management | 412 | $113.7K | 0.01% | +94+29.6% | Added |
| Lodestone Wealth Management LLC | 417 | $115.2K | 0.04% | +262+169.0% | Added |
| Avidian Wealth Solutions, LLC | 438 | $121.0K | 0.00% | +438 | New |
| Keating Financial Advisory Services, Inc. | 443 | $122.3K | 0.02% | +21+5.0% | Added |
| Fourth Dimension Wealth, LLC | 450 | $124.3K | 0.04% | +450 | New |
| Acadian Asset Management LLC | 475 | $130.0K | 0.00% | +475 | New |
| Ancora Advisors, LLC | 475 | $131.2K | 0.00% | +75+18.8% | Added |
| Caldwell Sutter Capital, Inc. | 486 | $134.2K | 0.05% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 486 | $134.2K | 0.03% | +486 | Added |
| Archer Investment Corp | 500 | $138.1K | 0.03% | −17−3.3% | Reduced |
| Highline Wealth Partners LLC | 500 | $138.1K | 0.03% | +500 | New |
| Gables Capital Management Inc. | 512 | $141.4K | 0.05% | +500+4,166.7% | Added |
| Brown Brothers Harriman & Co | 519 | $143.3K | 0.00% | +95+22.4% | Added |
| Golden State Wealth Management, LLC | 535 | $147.8K | 0.01% | +18+3.5% | Added |
| Pioneer Family Office, LLC | 535 | $147.8K | 0.08% | +535 | New |
| Fortitude Family Office, LLC | 573 | $158.3K | 0.03% | +573 | New |
| UMA Financial Services, Inc. | 593 | $163.8K | 0.02% | +498+524.2% | Added |
| Hoey Investments, Inc | 600 | $165.7K | 0.02% | +100+20.0% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 605 | $167.1K | 0.05% | +135+28.7% | Added |
| ZRC Wealth Management, LLC | 642 | $177.3K | 0.05% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 650 | $179.5K | 0.08% | +517+388.7% | Added |
| Pinnacle Wealth Planning Services, Inc. | 660 | $182.3K | 0.02% | +329+99.4% | Added |
| SOA Wealth Advisors, LLC. | 684 | $188.9K | 0.03% | −66−8.8% | Reduced |
| Rossby Financial, LCC | 686 | $189.5K | 0.03% | −12−1.7% | Reduced |
| ORG Wealth Partners, LLC | 687 | $189.7K | 0.03% | +483+236.8% | Added |
| Berkeley Capital Partners, LLC | 728 | $201.1K | 0.04% | +728 | New |
| Mesirow Financial Investment Management, Inc. | 730 | $201.6K | 0.00% | +730 | New |
| Brinker Capital Investments, LLC | 732 | $202.2K | 0.00% | +732 | New |
| AlphaCore Capital LLC | 743 | $205.2K | 0.00% | +743 | New |
| Cookson Peirce & Co Inc | 744 | $205.5K | 0.01% | +744 | New |
| Pine Valley Investments Ltd Liability Co | 744 | $205.5K | 0.01% | +744 | New |
| Matrix Private Capital Group LLC | 748 | $206.6K | 0.09% | +748 | New |
| Carnegie Lake Advisors LLC | 750 | $207.1K | 0.08% | +750 | New |
| Advisors Asset Management, Inc. | 761 | $210.2K | 0.00% | +497+188.3% | Added |
| Ferguson Wellman Capital Management, Inc | 763 | $210.7K | 0.00% | +763 | New |
| Dorsey & Whitney Trust CO LLC | 770 | $212.7K | 0.01% | +770 | New |
| Maridea Wealth Management LLC | 779 | $215.2K | 0.02% | +779 | New |
| Uniplan Investment Counsel, Inc. | 784 | $216.5K | 0.02% | +784 | New |
| Urban Wealth Management, LLC | 786 | $217.1K | 0.19% | +786 | New |
| Clark Asset Management, LLC | 787 | $217.3K | 0.02% | +787 | New |
| Thayer Partners, LLC | 788 | $217.6K | 0.09% | +788 | New |
| Fusion Capital, LLC | 788 | $217.7K | 0.05% | +788 | New |
| Clay Northam Wealth Management, LLC | 790 | $218.2K | 0.11% | +790 | New |
| GLR Partners, LLC | 794 | $219.3K | 0.10% | +794 | New |
| Verdence Capital Advisors LLC | 796 | $219.8K | 0.01% | +796 | New |
| Opal Wealth Advisors, LLC | 798 | $220.4K | 0.05% | +16+2.0% | Added |
| Van Hulzen Asset Management, LLC | 798 | $220.4K | 0.02% | +798 | New |
| Everpar Advisors LLC | 800 | $220.9K | 0.06% | +800 | New |
| Orca Wealth Management, LLC | 800 | $220.9K | 0.13% | +800 | New |
| Rothschild Investment LLC | 803 | $221.8K | 0.01% | −15−1.8% | Reduced |
| STG Securities, LLC | 803 | $221.8K | 0.24% | +803 | New |
| Abner Herrman & Brock LLC | 805 | $222.0K | 0.02% | +805 | New |
| Frisch Financial Group, Inc. | 807 | $222.9K | 0.04% | +807 | New |
| Cyndeo Wealth Partners, LLC | 810 | $223.6K | 0.01% | +810 | New |
| Laurel Oak Wealth Management, LLC | 811 | $224.0K | 0.03% | +811 | New |
| Smithfield Trust Co | 810 | $224.0K | 0.01% | −1,190−59.5% | Reduced |
| Mather Group, LLC. | 818 | $225.9K | 0.00% | 00.0% | Unchanged |
| Callan Family Office, LLC | 820 | $226.5K | 0.00% | +820 | New |
