| Westside Investment Management, Inc. | 181 | $191.9K | 0.04% | 00.0% | Unchanged |
| TFC Financial Management | 178 | $188.7K | 0.03% | −8−4.3% | Reduced |
| Crowley Wealth Management, Inc. | 178 | $188.7K | 0.17% | +178 | New |
| Acropolis Investment Management, LLC | 177 | $187.6K | 0.01% | −1−0.6% | Reduced |
| MV Capital Management, Inc. | 175 | $185.5K | 0.02% | −1−0.6% | Reduced |
| Hemington Wealth Management | 172 | $182.0K | 0.05% | +7+4.2% | Added |
| Kestra Investment Management, LLC | 171 | $181.3K | 0.01% | +171 | New |
| Princeton Global Asset Management LLC | 168 | $178.1K | 0.03% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 166 | $175.0K | 0.13% | −53−24.2% | Reduced |
| Osterweis Capital Management Inc | 164 | $173.9K | 0.01% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 164 | $173.9K | 0.07% | +164 | New |
| Glass Jacobson Investment Advisors llc | 162 | $171.7K | 0.06% | +162 | New |
| Versant Capital Management, Inc | 161 | $170.7K | 0.04% | +102+172.9% | Added |
| Carolinas Wealth Consulting LLC | 160 | $169.1K | 0.03% | −21−11.6% | Reduced |
| ORG Partners LLC | 159 | $168.6K | 0.02% | +21+15.2% | Added |
| Western Pacific Wealth Management, LP | 158 | $167.5K | 0.14% | −43−21.4% | Reduced |
| Riverview Trust Co | 153 | $162.2K | 0.15% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 151 | $160.1K | 0.01% | +1+0.7% | Added |
| Mizuho Bank, Ltd. | 150 | $159.0K | 0.04% | 00.0% | Unchanged |
| EMC Capital Management | 150 | $159.0K | 0.09% | −20,126−99.3% | Reduced |
| Matrix Trust Co | 150 | $159.0K | 0.03% | +150 | New |
| WPG Advisers, LLC | 149 | $158.0K | 0.15% | +149 | New |
| Pin Oak Investment Advisors Inc | 175 | $157.0K | 0.14% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 145 | $153.7K | 0.02% | +4+2.8% | Added |
| MB, Levis & Associates, LLC | 145 | $153.7K | 0.08% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 144 | $152.7K | 0.11% | +144 | New |
| First Pacific Financial | 140 | $148.4K | 0.03% | −2−1.4% | Reduced |
| Eagle Bay Advisors LLC | 139 | $147.4K | 0.09% | −54−28.0% | Reduced |
| Laurel Wealth Advisors LLC | 139 | $147.4K | 0.02% | 00.0% | Unchanged |
| Avalon Trust Co | 133 | $141.0K | 0.01% | +57+75.0% | Added |
| AdvisorNet Financial, Inc | 129 | $136.8K | 0.01% | +33+34.4% | Added |
| Quest Partners LLC | 124 | $131.5K | 0.02% | +124 | New |
| Bartlett & Co. Wealth Management LLC | 123 | $130.4K | 0.00% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 115 | $121.9K | 0.06% | +115 | New |
| Delta Asset Management LLC | 114 | $120.9K | 0.01% | 00.0% | Unchanged |
| Runnymede Capital Advisors, Inc. | 114 | $120.9K | 0.11% | +114 | New |
| Arlington Trust Co LLC | 111 | $117.7K | 0.02% | +8+7.8% | Added |
| Spectrum Wealth Counsel, LLC | 110 | $116.6K | 0.01% | 00.0% | Unchanged |
| Garde Capital, Inc. | 107 | $113.0K | 0.01% | +107 | New |
| S.A. Mason LLC | 104 | $110.3K | 0.06% | +104 | New |
| Vermillion Wealth Management, Inc. | 103 | $109.2K | 0.06% | +103 | New |
| Medallion Wealth Advisors, LLC | 107 | $107.9K | 0.05% | +107 | New |
| Point72 (DIFC) Ltd | 100 | $106.0K | 0.01% | +100 | New |
| Aspetuck Financial Management LLC | 100 | $106.0K | 0.08% | +100 | New |
| Ameriflex Group, Inc. | 103 | $104.9K | 0.05% | +103 | New |
| Financial Network Wealth Advisors LLC | 98 | $103.9K | 0.19% | −129−56.8% | Reduced |
| Capital Advisors, Ltd. LLC | 96 | $102.0K | 0.01% | +2+2.1% | Added |
| Meeder Asset Management Inc | 96 | $101.8K | 0.01% | −25−20.7% | Reduced |
| Byrne Asset Management LLC | 95 | $100.7K | 0.07% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 95 | $100.7K | 0.03% | +1+1.1% | Added |
| Fortitude Family Office, LLC | 95 | $100.7K | 0.04% | +15+18.8% | Added |
| Financial Connections Group, Inc. | 93 | $98.0K | 0.05% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 92 | $97.5K | 0.01% | −28−23.3% | Reduced |
| Capula Management Ltd | 91 | $96.5K | 0.00% | +91 | New |
| Caitlin John, LLC | 90 | $95.4K | 0.06% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 86 | $90.8K | 0.01% | −15−14.9% | Reduced |
| Tucker Asset Management LLC | 83 | $88.0K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 82 | $86.9K | 0.01% | +2+2.5% | Added |
| Hall Laurie J Trustee | 80 | $85.0K | 0.03% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 80 | $84.8K | 0.01% | −147−64.8% | Reduced |
| Avondale Wealth Management | 80 | $84.8K | 0.05% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 79 | $83.7K | 0.00% | −310,675−100.0% | Reduced |
| Fourth Dimension Wealth, LLC | 79 | $83.7K | 0.04% | +79 | New |
| Main Street Group, LTD | 77 | $81.6K | 0.03% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 77 | $81.6K | 0.08% | +77 | New |
| Ramirez Asset Management, Inc. | 75 | $79.5K | 0.02% | 00.0% | Unchanged |
| Vestor Capital, LLC | 74 | $78.0K | 0.01% | +20+37.0% | Added |
| Pension & Wealth Management Advisors, Inc. | 73 | $77.8K | 0.03% | +6+9.0% | Added |
| Dunhill Financial, LLC | 72 | $76.1K | 0.04% | +21+41.2% | Added |
| Cornerstone Planning Group LLC | 66 | $75.3K | 0.02% | +1+1.5% | Added |
| Abound Wealth Management | 71 | $75.1K | 0.02% | +2+2.9% | Added |
| Bell Investment Advisors, Inc | 70 | $74.2K | 0.01% | −1−1.4% | Reduced |
| Solstein Capital, LLC | 70 | $74.2K | 0.04% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 70 | $74.0K | 0.03% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 69 | $73.1K | 0.01% | +2+3.0% | Added |
| MidAtlantic Capital Management, Inc. | 65 | $68.9K | 0.05% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 63 | $66.8K | 0.04% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 63 | $66.8K | 0.03% | +3+5.0% | Added |
| Global Trust Asset Management, LLC | 61 | $64.7K | 0.02% | −25−29.1% | Reduced |
| Asset Planning,Inc | 60 | $63.6K | 0.05% | +60 | New |
| Retirement Wealth Solutions LLC | 62 | $63.5K | 0.05% | +62 | New |
| FSC Wealth Advisors, LLC | 59 | $62.5K | 0.04% | +59 | New |
| GoalVest Advisory LLC | 58 | $61.5K | 0.02% | 00.0% | Unchanged |
| Coastline Trust Co | 58 | $61.5K | 0.01% | +43+286.7% | Added |
| Sachetta, LLC | 54 | $57.2K | 0.02% | +1+1.9% | Added |
| Cito Capital Group, LLC | 53 | $56.0K | 0.02% | −1,500−96.6% | Reduced |
| Friedenthal Financial | 52 | $55.1K | 0.03% | +52 | New |
| Tortoise Investment Management, LLC | 52 | $55.1K | 0.01% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 52 | $55.1K | 0.05% | +52 | New |
| Old Second National Bank of Aurora | 50 | $53.0K | 0.01% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 50 | $53.0K | 0.03% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 50 | $53.0K | 0.03% | 00.0% | Unchanged |
| Truvestments Capital LLC | 50 | $53.0K | 0.01% | +17+51.5% | Added |
| Accredited Wealth Management, LLC | 50 | $53.0K | 0.05% | +50 | New |
| Strengthening Families & Communities, LLC | 50 | $53.0K | 0.03% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 49 | $51.9K | 0.02% | 00.0% | Unchanged |
| Longview Financial Advisors LLC | 49 | $51.9K | 0.03% | +49 | New |
| Prestige Wealth Management Group LLC | 45 | $47.7K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 45 | $47.7K | 0.02% | 00.0% | Unchanged |
| Promus Capital, LLC | 45 | $47.7K | 0.04% | +45 | New |
