| Clear Investment Research, LLC | 294 | $49.0K | 0.06% | 00.0% | Unchanged |
| Beutel, Goodman & Co Ltd. | 300 | $49.0K | 0.00% | −300−50.0% | Reduced |
| Islay Capital Management, LLC | 300 | $50.0K | 0.03% | −400−57.1% | Reduced |
| Blume Capital Management, Inc. | 300 | $50.0K | 0.01% | 00.0% | Unchanged |
| Avondale Wealth Management | 300 | $50.0K | 0.03% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 301 | $50.2K | 0.02% | 00.0% | Unchanged |
| Capital & Planning, LLC | 303 | $50.6K | 0.04% | +303 | New |
| Activest Wealth Management | 322 | $53.7K | 0.02% | +10+3.2% | Added |
| Investment Research & Advisory Group, Inc. | 323 | $53.8K | 0.02% | 00.0% | Unchanged |
| First PREMIER Bank | 340 | $57.0K | 0.01% | −30−8.1% | Reduced |
| MB, Levis & Associates, LLC | 354 | $58.9K | 0.03% | +1+0.3% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 356 | $59.4K | 0.02% | −406−53.3% | Reduced |
| Evelyn Partners Investment Management Services Ltd | 360 | $60.0K | 0.01% | +360 | New |
| Stephenson National Bank & Trust | 373 | $62.2K | 0.02% | −249−40.0% | Reduced |
| WealthTrak Capital Management LLC | 374 | $62.3K | 0.05% | +374 | New |
| Evolution Advisers, Inc. | 380 | $63.0K | 0.03% | 00.0% | Unchanged |
| Teachers Insurance & Annuity Association of America | 380 | $63.3K | 0.08% | 00.0% | Unchanged |
| Finley Financial, LLC | 400 | $63.3K | 0.03% | +400 | New |
| Cornerstone Planning Group LLC | 416 | $65.9K | 0.02% | +19+4.8% | Added |
| Affinity Wealth LLC | 398 | $66.3K | 0.07% | +398 | New |
| Chelsea Counsel Co | 400 | $66.7K | 0.03% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 400 | $66.7K | 0.02% | 00.0% | Unchanged |
| Tidemark, LLC | 406 | $67.6K | 0.03% | +130+47.1% | Added |
| Rialto Wealth Management, LLC | 406 | $67.7K | 0.02% | +406 | New |
| Tucker Asset Management LLC | 410 | $68.3K | 0.01% | +204+99.0% | Added |
| Consultiva Wealth Management, Corp. | 413 | $68.8K | 0.35% | +413 | New |
| Marshall Investment Management, LLC | 412 | $70.2K | 0.04% | +412 | New |
| Future Financial Wealth Managment LLC | 425 | $70.8K | 0.05% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 433 | $72.2K | 0.03% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 437 | $72.7K | 0.02% | +2+0.5% | Added |
| MeadowBrook Investment Advisors LLC | 473 | $78.8K | 0.07% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 476 | $79.3K | 0.03% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 477 | $79.5K | 0.05% | 00.0% | Unchanged |
| Sugar Maple Asset Management, LLC | 482 | $80.3K | 0.06% | +482 | New |
| Private Wealth Management Group, LLC | 484 | $80.7K | 0.03% | −5−1.0% | Reduced |
| Westend Capital Management, LLC | 494 | $82.3K | 0.02% | +292+144.6% | Added |
| Cherry Tree Wealth Management, LLC | 498 | $83.0K | 0.02% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 500 | $83.3K | 0.04% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 510 | $84.9K | 0.03% | +1+0.2% | Added |
| Broadwater Capital Management LLC | 516 | $85.9K | 0.07% | +1+0.2% | Added |
| Ogorek Anthony Joseph | 516 | $86.0K | 0.03% | +1+0.2% | Added |
| Legacy Investment Solutions, LLC | 494 | $86.2K | 0.06% | +494 | New |
| Legacy Wealth Managment, LLC | 494 | $86.2K | 0.06% | +494 | New |
| Redwood Park Advisors LLC | 519 | $86.5K | 0.07% | +519 | New |
| Legacy Bridge, LLC | 523 | $87.2K | 0.05% | 00.0% | Unchanged |
| Mainstream Capital Management LLC | 531 | $88.5K | 0.06% | +531 | New |
| S&T Bank | 547 | $91.2K | 0.03% | +547 | New |
| Quest 10 Wealth Builders, Inc. | 557 | $92.8K | 0.09% | +557 | New |
| First Community Trust NA | 583 | $97.2K | 0.07% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 592 | $98.7K | 0.06% | +592 | New |
| VSM Wealth Advisory, LLC | 595 | $99.2K | 0.04% | +595 | New |
| ESL Trust Services, LLC | 600 | $100.0K | 0.02% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 600 | $100.0K | 0.08% | +600 | New |
| CBIZ Investment Advisory Services, LLC | 601 | $100.2K | 0.00% | +20+3.4% | Added |
| Retirement Wealth Solutions LLC | 656 | $101.4K | 0.09% | +656 | New |
| Hilltop National Bank | 618 | $103.0K | 0.03% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 630 | $107.1K | 0.05% | +630 | New |
| Bellevue Group AG | 654 | $109.0K | 0.00% | +30+4.8% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 655 | $109.0K | 0.08% | −1,279−66.1% | Reduced |
| Crowley Wealth Management, Inc. | 700 | $116.6K | 0.10% | +700 | New |
| Asset Planning,Inc | 705 | $117.5K | 0.09% | +705 | New |
| Natixis Investment Managers International | 710 | $118.3K | 0.01% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 719 | $119.8K | 0.03% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 717 | $120.0K | 0.07% | −117−14.0% | Reduced |
| Mascoma Wealth Management LLC | 730 | $121.6K | 0.03% | +29+4.1% | Added |
| Bay Harbor Wealth Management, LLC | 747 | $124.5K | 0.04% | +94+14.4% | Added |
| Creative Capital Management Investments LLC | 755 | $125.8K | 0.05% | +585+344.1% | Added |
| Olistico Wealth, LLC | 761 | $126.8K | 0.07% | 00.0% | Unchanged |
| Emerald Mutual Fund Advisers Trust | 771 | $128.5K | 0.01% | +771 | New |
| Paladin Advisory Group, LLC | 787 | $131.1K | 0.10% | 00.0% | Unchanged |
| True Wealth Design, LLC | 788 | $131.3K | 0.05% | +293+59.2% | Added |
| Caldwell Sutter Capital, Inc. | 796 | $132.6K | 0.06% | −2,250−73.9% | Reduced |
| Stuart Chaussee & Associates, Inc. | 800 | $133.3K | 0.03% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 800 | $133.3K | 0.09% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 805 | $134.1K | 0.04% | +180+28.8% | Added |
| Gould Capital, LLC | 822 | $137.0K | 0.10% | −31−3.6% | Reduced |
| Prudent Man Investment Management, Inc. | 832 | $138.7K | 0.08% | +832 | New |
| Standard Family Office LLC | 833 | $138.8K | 0.17% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 839 | $139.8K | 0.05% | −95−10.2% | Reduced |
| Safe Harbor Fiduciary, LLC | 844 | $140.6K | 0.14% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 847 | $141.1K | 0.12% | +122+16.8% | Added |
| Frazier Financial Advisors, LLC | 864 | $144.2K | 0.11% | −159−15.5% | Reduced |
| PSI Advisors, LLC | 872 | $145.2K | 0.04% | −112−11.4% | Reduced |
| Wiser Advisor Group LLC | 877 | $146.2K | 0.21% | +2+0.2% | Added |
| Abound Wealth Management | 882 | $146.9K | 0.05% | +5+0.6% | Added |
| Bruce G. Allen Investments, LLC | 893 | $148.8K | 0.12% | −437−32.9% | Reduced |
| IMG Wealth Management, Inc. | 894 | $149.0K | 0.14% | +894 | New |
| Holos Integrated Wealth LLC | 894 | $149.0K | 0.10% | +894 | New |
| Pension & Wealth Management Advisors, Inc. | 898 | $149.7K | 0.06% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 900 | $150.0K | 0.12% | +900 | New |
| PMV Capital Advisers, LLC | 900 | $150.0K | 0.40% | +900 | New |
| Bridge Generations Wealth Management LLC | 900 | $150.0K | 0.10% | +900 | New |
| First Pacific Financial | 901 | $150.1K | 0.03% | +510+130.4% | Added |
| City State Bank | 950 | $158.3K | 0.06% | 00.0% | Unchanged |
| Eq Wealth Advisors, LLC | 76,439 | $160.3K | 0.15% | +76,439 | New |
| Provenance Wealth Advisors, LLC | 969 | $161.5K | 0.02% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 977 | $162.8K | 0.15% | +977 | New |
| Creekmur Asset Management LLC | 978 | $163.0K | 0.04% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 1,000 | $166.6K | 0.03% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 1,000 | $166.6K | 0.10% | 00.0% | Unchanged |
