| von Borstel & Associates, Inc. | 330 | $46.0K | 0.01% | +330 | New |
| First PREMIER Bank | 340 | $48.0K | 0.01% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 354 | $49.5K | 0.02% | 00.0% | Unchanged |
| Evelyn Partners Investment Management Services Ltd | 360 | $50.3K | 0.01% | 00.0% | Unchanged |
| Robinswood Financial LLC | 367 | $51.3K | 0.02% | +317+634.0% | Added |
| WealthTrak Capital Management LLC | 369 | $51.6K | 0.04% | −5−1.3% | Reduced |
| Luken Investment Analytics, LLC | 372 | $52.0K | 0.02% | +100+36.8% | Added |
| Sarver Vrooman Wealth Advisors | 374 | $52.3K | 0.03% | +374 | New |
| Rialto Wealth Management, LLC | 375 | $52.4K | 0.02% | −31−7.6% | Reduced |
| Evolution Advisers, Inc. | 380 | $53.0K | 0.03% | 00.0% | Unchanged |
| Teachers Insurance & Annuity Association of America | 380 | $53.1K | 0.07% | 00.0% | Unchanged |
| Affinity Wealth LLC | 398 | $55.6K | 0.06% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 399 | $55.8K | 0.02% | +26+7.0% | Added |
| Chelsea Counsel Co | 400 | $55.9K | 0.03% | 00.0% | Unchanged |
| Finley Financial, LLC | 400 | $56.3K | 0.03% | 00.0% | Unchanged |
| Tidemark, LLC | 406 | $56.8K | 0.02% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 413 | $57.7K | 0.20% | 00.0% | Unchanged |
| Headlands Technologies LLC | 415 | $58.0K | 0.01% | +415 | New |
| MeadowBrook Investment Advisors LLC | 423 | $59.1K | 0.06% | −50−10.6% | Reduced |
| Future Financial Wealth Managment LLC | 425 | $59.4K | 0.04% | 00.0% | Unchanged |
| Marshall Investment Management, LLC | 428 | $59.8K | 0.04% | +16+3.9% | Added |
| Tanglewood Legacy Advisors, LLC | 433 | $60.5K | 0.03% | 00.0% | Unchanged |
| Disciplina Capital Management LLC | 436 | $61.0K | 0.01% | +246+129.5% | Added |
| Tortoise Investment Management, LLC | 457 | $63.9K | 0.01% | −978−68.2% | Reduced |
| Atlantic Trust, LLC | 470 | $65.7K | 0.01% | +470 | New |
| Standard Family Office LLC | 476 | $66.5K | 0.09% | −357−42.9% | Reduced |
| Northwest Capital Management Inc | 476 | $66.5K | 0.03% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 477 | $66.7K | 0.04% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 493 | $68.9K | 0.05% | −1−0.2% | Reduced |
| Westend Capital Management, LLC | 494 | $69.1K | 0.03% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 498 | $69.6K | 0.02% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 500 | $69.9K | 0.06% | −1,031−67.3% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 500 | $69.9K | 0.04% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 511 | $71.4K | 0.02% | +1+0.2% | Added |
| Gould Capital, LLC | 511 | $71.4K | 0.05% | −311−37.8% | Reduced |
| Redwood Park Advisors LLC | 519 | $72.6K | 0.06% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 523 | $73.1K | 0.04% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 556 | $77.8K | 0.03% | +72+14.9% | Added |
| CSS LLC | 570 | $79.7K | 0.01% | +570 | New |
| Nexus Investment Management ULC | 400 | $80.4K | 0.01% | +400 | New |
| First Pacific Financial | 576 | $80.5K | 0.02% | −325−36.1% | Reduced |
| S&T Bank | 577 | $80.7K | 0.03% | +30+5.5% | Added |
| First Community Trust NA | 583 | $81.5K | 0.07% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 595 | $83.3K | 0.03% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 598 | $83.6K | 0.07% | −58−8.8% | Reduced |
| ESL Trust Services, LLC | 600 | $83.9K | 0.02% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 600 | $83.9K | 0.06% | 00.0% | Unchanged |
| Mountain Hill Investment Partners Corp. | 600 | $83.9K | 0.08% | +600 | New |
| MJT & Associates Financial Advisory Group, Inc. | 609 | $85.1K | 0.08% | +609 | New |
| Barnes Dennig Private Wealth Management LLC | 626 | $87.5K | 0.13% | +626 | New |
| Bellevue Group AG | 654 | $91.4K | 0.00% | 00.0% | Unchanged |
| Saudi Central Bank | 660 | $92.3K | 0.49% | +660 | New |
| Bay Harbor Wealth Management, LLC | 663 | $92.7K | 0.03% | −84−11.2% | Reduced |
| Financial Network Wealth Management LLC | 680 | $95.0K | 0.03% | +680 | New |
| Cornerstone Planning Group LLC | 729 | $95.8K | 0.02% | +313+75.2% | Added |
| Emerald Mutual Fund Advisers Trust | 690 | $96.5K | 0.01% | −81−10.5% | Reduced |
| Crowley Wealth Management, Inc. | 700 | $97.9K | 0.09% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 717 | $100.3K | 0.06% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 719 | $100.5K | 0.03% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 720 | $100.7K | 0.00% | +119+19.8% | Added |
| Mascoma Wealth Management LLC | 730 | $102.1K | 0.03% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 730 | $102.1K | 0.01% | +730 | New |
| Creative Capital Management Investments LLC | 755 | $105.6K | 0.04% | 00.0% | Unchanged |
| Asset Planning,Inc | 755 | $105.6K | 0.08% | +50+7.1% | Added |
| Olistico Wealth, LLC | 763 | $106.7K | 0.07% | +2+0.3% | Added |
| Bruce G. Allen Investments, LLC | 765 | $107.0K | 0.08% | −128−14.3% | Reduced |
| True Wealth Design, LLC | 767 | $107.3K | 0.04% | −21−2.7% | Reduced |
| eCIO, Inc. | 770 | $107.7K | 0.04% | +770 | New |
| Fairscale Capital, LLC | 775 | $108.4K | 0.10% | −72−8.5% | Reduced |
| Paladin Advisory Group, LLC | 787 | $110.0K | 0.09% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 800 | $111.8K | 0.03% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 803 | $112.2K | 0.02% | −425−34.6% | Reduced |
| DecisionPoint Financial, LLC | 805 | $112.5K | 0.03% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 807 | $112.9K | 0.05% | −272−25.2% | Reduced |
| Cape Investment Advisory, Inc. | 821 | $114.8K | 0.05% | −18−2.1% | Reduced |
| Avondale Wealth Management | 840 | $117.4K | 0.07% | +540+180.0% | Added |
| Putney Financial Group LLC | 841 | $117.5K | 0.12% | −999−54.3% | Reduced |
| Safe Harbor Fiduciary, LLC | 844 | $118.0K | 0.12% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 844 | $118.0K | 0.04% | +328+63.6% | Added |
| Abound Wealth Management | 853 | $119.2K | 0.04% | −29−3.3% | Reduced |
| DAGCO, Inc. | 862 | $120.6K | 0.04% | +862 | New |
| Frazier Financial Advisors, LLC | 864 | $120.9K | 0.09% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 879 | $122.9K | 0.18% | +2+0.2% | Added |
| Holos Integrated Wealth LLC | 894 | $125.0K | 0.08% | 00.0% | Unchanged |
| Bridge Generations Wealth Management LLC | 911 | $127.4K | 0.08% | +11+1.2% | Added |
| IMG Wealth Management, Inc. | 919 | $128.5K | 0.12% | +25+2.8% | Added |
| PSI Advisors, LLC | 925 | $129.3K | 0.04% | +53+6.1% | Added |
| Fortitude Family Office, LLC | 940 | $131.4K | 0.05% | −96−9.3% | Reduced |
| City State Bank | 950 | $132.8K | 0.04% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 969 | $135.5K | 0.02% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 978 | $136.0K | 0.10% | +978 | New |
| Prudent Man Investment Management, Inc. | 832 | $138.7K | 0.08% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 994 | $139.0K | 0.13% | +17+1.7% | Added |
| Essex Investment Management Co LLC | 1,000 | $139.8K | 0.03% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 1,000 | $139.8K | 0.08% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 1,002 | $140.0K | 0.03% | −1−0.1% | Reduced |
| EMC Capital Management | 1,000 | $142.0K | 0.09% | +1,000 | New |
| Vermillion & White Wealth Management Group, LLC | 1,040 | $145.4K | 0.11% | 00.0% | Unchanged |
| Eq Wealth Advisors, LLC | 76,439 | $146.7K | 0.12% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 1,055 | $147.5K | 0.03% | 00.0% | Unchanged |
