| Mowery & Schoenfeld Wealth Management, LLC | 21 | $19.3K | 0.03% | −6−22.2% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 21 | $19.8K | 0.00% | +21 | Added |
| Sittner & Nelson, LLC | 22 | $20.2K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 22 | $20.2K | 0.00% | +22 | New |
| Binnacle Investments Inc | 23 | $21.2K | 0.01% | −1−4.2% | Reduced |
| Copia Wealth Management | 23 | $21.2K | 0.02% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 23 | $21.2K | 0.01% | +16+228.6% | Added |
| Guerra Advisors Inc | 23 | $21.2K | 0.01% | +23 | New |
| Capital Analysts, LLC | 24 | $22.0K | 0.00% | +4+20.0% | Added |
| Robinswood Financial LLC | 24 | $22.1K | 0.01% | 00.0% | Unchanged |
| NFJ Investment Group, LLC | 24 | $22.1K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 25 | $23.0K | 0.00% | −30−54.5% | Reduced |
| Caldwell Sutter Capital, Inc. | 25 | $23.0K | 0.01% | −1−3.8% | Reduced |
| Syntax Research, Inc. | 25 | $23.0K | 0.01% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 25 | $23.0K | 0.00% | +25 | New |
| Measured Wealth Private Client Group, LLC | 25 | $23.0K | 0.01% | +25 | New |
| Hopwood Financial Services, Inc. | 25 | $23.0K | 0.02% | +25 | New |
| Bank of Jackson Hole Trust | 26 | $23.9K | 0.01% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 26 | $23.9K | 0.01% | +26 | New |
| Ulland Investment Advisors, LLC | 26 | $24.0K | 0.02% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 27 | $24.8K | 0.01% | +1+3.8% | Added |
| IAG Wealth Partners, LLC | 27 | $24.8K | 0.00% | +18+200.0% | Added |
| Proathlete Wealth Management LLC | 28 | $25.8K | 0.01% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 29 | $26.7K | 0.01% | −331−91.9% | Reduced |
| Raffa Wealth Management, LLC | 30 | $27.6K | 0.00% | −8−21.1% | Reduced |
| Strategic Investment Solutions, Inc. | 30 | $27.6K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 30 | $28.0K | 0.01% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 30 | $28.0K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 31 | $28.5K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 31 | $28.5K | 0.01% | +7+29.2% | Added |
| Bogart Wealth, LLC | 31 | $28.5K | 0.00% | +15+93.8% | Added |
| Wealth Watch Advisors, INC | 31 | $28.5K | 0.01% | +31 | New |
| Noble Wealth Management PBC | 32 | $29.4K | 0.02% | +32 | New |
| Millstone Evans Group, LLC | 33 | $30.4K | 0.02% | 00.0% | Unchanged |
| High Note Wealth, LLC | 34 | $31.3K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 34 | $31.3K | 0.00% | +15+78.9% | Added |
| Trust Co | 35 | $32.2K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 35 | $32.2K | 0.03% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 36 | $33.1K | 0.00% | −753−95.4% | Reduced |
| LFA - Lugano Financial Advisors SA | 36 | $33.1K | 0.02% | 00.0% | Unchanged |
| Geo Capital Gestora de Recursos Ltd | 37 | $34.0K | 0.06% | 00.0% | Unchanged |
| True Wealth Design, LLC | 38 | $34.9K | 0.01% | +13+52.0% | Added |
| Richardson Financial Services Inc. | 38 | $35.0K | 0.02% | +5+15.2% | Added |
| Core Alternative Capital | 38 | $35.0K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 39 | $35.9K | 0.00% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 40 | $36.8K | 0.01% | +40 | New |
| Quaker Wealth Management, LLC | 40 | $36.8K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 41 | $37.7K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 42 | $38.7K | 0.00% | −15−26.3% | Reduced |
| DAGCO, Inc. | 42 | $38.7K | 0.01% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 43 | $39.6K | 0.01% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 43 | $39.6K | 0.01% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 44 | $40.5K | 0.02% | 00.0% | Unchanged |
| Archer Investment Corp | 44 | $40.5K | 0.01% | 00.0% | Unchanged |
| Promus Capital, LLC | 45 | $41.4K | 0.03% | 00.0% | Unchanged |
| Activest Wealth Management | 46 | $42.3K | 0.01% | +6+15.0% | Added |
| Ameriflex Group, Inc. | 46 | $42.3K | 0.02% | +30+187.5% | Added |
| TruNorth Capital Management, LLC | 46 | $42.3K | 0.01% | +40+666.7% | Added |
| FWL Investment Management, LLC | 47 | $43.3K | 0.01% | −3,672−98.7% | Reduced |
| Private Wealth Management Group, LLC | 47 | $43.3K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 47 | $43.4K | 0.01% | 00.0% | Unchanged |
| Longview Financial Advisors LLC | 49 | $45.1K | 0.03% | 00.0% | Unchanged |
| Avion Wealth | 50 | $46.0K | 0.01% | −1−2.0% | Reduced |
| Old Second National Bank of Aurora | 50 | $46.0K | 0.01% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 50 | $46.0K | 0.04% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 50 | $46.0K | 0.01% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 400 | $46.0K | 0.04% | +350+700.0% | Added |
| Key Financial Inc | 51 | $46.5K | 0.01% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 51 | $46.9K | 0.01% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 52 | $47.9K | 0.02% | +2+4.0% | Added |
| Investment Research & Advisory Group, Inc. | 49 | $47.9K | 0.02% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 54 | $49.7K | 0.01% | +54 | New |
| American Capital Advisory, LLC | 54 | $49.7K | 0.02% | −1−1.8% | Reduced |
| Princeton Global Asset Management LLC | 56 | $51.5K | 0.01% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 58 | $53.2K | 0.01% | +3+5.5% | Added |
| Tortoise Investment Management, LLC | 58 | $53.4K | 0.00% | −2−3.3% | Reduced |
| GoalVest Advisory LLC | 58 | $53.4K | 0.01% | 00.0% | Unchanged |
| Robbins Farley LLC | 58 | $53.4K | 0.02% | +58 | New |
| Golden State Wealth Management, LLC | 59 | $54.8K | 0.01% | −444−88.3% | Reduced |
| Perkins Coie Trust Co | 60 | $55.2K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 60 | $55.2K | 0.03% | −29−32.6% | Reduced |
| Retirement Wealth Solutions LLC | 60 | $55.2K | 0.04% | −1−1.6% | Reduced |
| Asset Planning,Inc | 60 | $55.2K | 0.04% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 63 | $58.0K | 0.03% | 00.0% | Unchanged |
| Sachetta, LLC | 64 | $58.9K | 0.02% | +9+16.4% | Added |
| Bell Investment Advisors, Inc | 65 | $59.8K | 0.01% | −9−12.2% | Reduced |
| Abound Wealth Management | 65 | $60.0K | 0.02% | +1+1.6% | Added |
| Financial Network Wealth Advisors LLC | 67 | $61.7K | 0.07% | −16−19.3% | Reduced |
| Mechanics Financial Corp | 67 | $61.7K | 0.02% | 00.0% | Unchanged |
| Family Legacy Financial Solutions, LLC | 68 | $62.6K | 0.05% | −45−39.8% | Reduced |
| RMG Wealth Management LLC | 68 | $63.2K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 69 | $63.5K | 0.00% | −13−15.9% | Reduced |
| Centerpoint Advisors, LLC | 70 | $64.0K | 0.02% | 00.0% | Unchanged |
| Vestor Capital, LLC | 72 | $66.0K | 0.00% | −7−8.9% | Reduced |
| Disciplina Capital Management LLC | 72 | $66.3K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 73 | $67.2K | 0.02% | +10+15.9% | Added |
| Financial Management Professionals, Inc. | 75 | $69.0K | 0.01% | +7+10.3% | Added |
| Main Street Group, LTD | 77 | $70.9K | 0.02% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 81 | $74.5K | 0.02% | +61+305.0% | Added |
| Capital Advisors, Ltd. LLC | 83 | $76.0K | 0.01% | 00.0% | Unchanged |