| Valued Wealth Advisors LLC | 212 | $41.3K | 0.02% | +14+7.1% | Added |
| Sunrise Financial Services, LLC | 212 | $41.3K | 0.03% | +212 | New |
| TFC Financial Management | 213 | $41.5K | 0.01% | 00.0% | Unchanged |
| Aspect Partners, LLC | 216 | $42.1K | 0.02% | +16+8.0% | Added |
| Marquette Asset Management, LLC | 217 | $42.3K | 0.01% | +26+13.6% | Added |
| Avion Wealth | 222 | $43.0K | 0.01% | −38−14.6% | Reduced |
| Vision Retirement, LLC | 225 | $43.9K | 0.01% | +225 | New |
| Kilter Group LLC | 227 | $44.2K | 0.02% | +45+24.7% | Added |
| McGuire Capital Advisors Inc | 241 | $47.0K | 0.03% | +241 | New |
| NCP Inc. | 245 | $47.8K | 0.04% | +245 | New |
| Redmont Wealth Advisors LLC | 249 | $48.5K | 0.07% | −51−17.0% | Reduced |
| ZRC Wealth Management, LLC | 249 | $48.6K | 0.02% | −69−21.7% | Reduced |
| Stephens Consulting, LLC | 251 | $48.9K | 0.02% | +23+10.1% | Added |
| Rocky Mountain Advisers, LLC | 252 | $49.1K | 0.01% | 00.0% | Unchanged |
| Security National Bank | 253 | $49.3K | 0.01% | +180+246.6% | Added |
| RMG Wealth Management LLC | 280 | $49.7K | 0.01% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 266 | $51.8K | 0.01% | −335−55.7% | Reduced |
| Align Financial, LLC | 52,041 | $52.0K | 0.03% | +52,041 | New |
| Breakwater Investment Management | 269 | $52.4K | 0.02% | −7−2.5% | Reduced |
| Daytona Street Capital LLC | 273 | $53.2K | 0.04% | +273 | New |
| Sfam, LLC | 277 | $53.9K | 0.05% | +277 | New |
| Access Investment Management LLC | 195 | $54.8K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 283 | $55.2K | 0.01% | −160−36.1% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 283 | $55.2K | 0.00% | −145−33.9% | Reduced |
| Turning Point Benefit Group, Inc. | 285 | $55.5K | 0.03% | +165+137.5% | Added |
| HighMark Wealth Management LLC | 297 | $57.9K | 0.02% | +1+0.3% | Added |
| Islay Capital Management, LLC | 300 | $58.5K | 0.03% | −1−0.3% | Reduced |
| Twin Lakes Capital Management, LLC | 300 | $58.5K | 0.03% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 300 | $58.5K | 0.02% | +10+3.4% | Added |
| TD Capital Management LLC | 303 | $59.1K | 0.01% | +222+274.1% | Added |
| First PREMIER Bank | 310 | $60.0K | 0.01% | −58−15.8% | Reduced |
| MeadowBrook Investment Advisors LLC | 310 | $60.4K | 0.05% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 314 | $61.2K | 0.05% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 314 | $61.2K | 0.01% | +314 | New |
| Phillip James Consulting Co. | 344 | $62.0K | 1.09% | +344 | New |
| Operose Advisors LLC | 322 | $62.8K | 0.01% | +8+2.5% | Added |
| Tucker Asset Management LLC | 326 | $63.5K | 0.02% | +326 | New |
| Hurley Capital, LLC | 353 | $68.8K | 0.04% | +98+38.4% | Added |
| Investment Research & Advisory Group, Inc. | 324 | $69.2K | 0.02% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 356 | $69.4K | 0.02% | −151−29.8% | Reduced |
| MB, Levis & Associates, LLC | 357 | $69.5K | 0.03% | +1+0.3% | Added |
| Teachers Insurance & Annuity Association of America | 358 | $69.8K | 0.08% | 00.0% | Unchanged |
| Evelyn Partners Investment Management Services Ltd | 360 | $70.2K | 0.01% | −810−69.2% | Reduced |
| Howard Hughes Medical Institute | 360 | $70.2K | 0.04% | +5+1.4% | Added |
| Cherry Tree Wealth Management, LLC | 367 | $71.5K | 0.02% | −46−11.1% | Reduced |
| Robinswood Financial LLC | 368 | $71.8K | 0.02% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 369 | $72.0K | 0.01% | −69−15.8% | Reduced |
| Sarver Vrooman Wealth Advisors | 374 | $72.9K | 0.05% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 379 | $73.9K | 0.03% | +7+1.9% | Added |
| Evolution Advisers, Inc. | 380 | $74.0K | 0.03% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 384 | $74.8K | 0.04% | +54+16.4% | Added |
| Coston, McIsaac & Partners | 388 | $75.0K | 0.02% | +162+71.7% | Added |
| Battery Global Advisors, LLC | 410 | $76.5K | 0.04% | +410 | New |
| Nexus Investment Management ULC | 400 | $78.0K | 0.01% | 00.0% | Unchanged |
| Finley Financial, LLC | 400 | $78.0K | 0.04% | 00.0% | Unchanged |
| Beacon Financial Strategies CORP | 400 | $78.0K | 0.04% | +400 | New |
| Tacita Capital Inc | 405 | $78.9K | 0.05% | −520−56.2% | Reduced |
| Chelsea Counsel Co | 406 | $79.1K | 0.03% | 00.0% | Unchanged |
| Prudent Man Investment Management, Inc. | 416 | $81.1K | 0.03% | −416−50.0% | Reduced |
| Strategic Advocates LLC | 412 | $81.3K | 0.02% | 00.0% | Unchanged |
| Garner Asset Management Corp | 421 | $82.1K | 0.03% | +421 | New |
| Measured Wealth Private Client Group, LLC | 428 | $83.4K | 0.02% | −13−2.9% | Reduced |
| Disciplina Capital Management LLC | 431 | $83.9K | 0.01% | −4−0.9% | Reduced |
| 1015 Capital Partners, LLC | 433 | $84.4K | 0.08% | +433 | New |
| Hilton Head Capital Partners, LLC | 434 | $84.6K | 0.05% | +434 | New |
| Godfrey Financial Associates, Inc. | 436 | $85.1K | 0.07% | +436 | New |
| Prosperity Financial Group, Inc. | 447 | $87.1K | 0.03% | +447 | New |
| Tidemark, LLC | 455 | $88.7K | 0.03% | −2−0.4% | Reduced |
| Garton & Associates Financial Advisors LLC | 464 | $90.5K | 0.05% | +464 | New |
| Rialto Wealth Management, LLC | 473 | $92.2K | 0.02% | +40+9.2% | Added |
| Standard Family Office LLC | 476 | $92.8K | 0.10% | 00.0% | Unchanged |
| Gould Capital, LLC | 480 | $93.6K | 0.06% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 482 | $94.0K | 0.08% | +482 | New |
| Palladiem, LLC | 486 | $95.7K | 0.09% | +486 | New |
| Mark Sheptoff Financial Planning, LLC | 500 | $97.5K | 0.05% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 538 | $104.8K | 0.04% | −817−60.3% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 543 | $105.8K | 0.08% | −185−25.4% | Reduced |
| Bernzott Capital Advisors | 550 | $107.2K | 0.05% | +550 | New |
| Swiss Re Ltd | 558 | $108.8K | 0.01% | +558 | New |
| Private Wealth Management Group, LLC | 571 | $111.3K | 0.03% | +3+0.5% | Added |
| First Community Trust NA | 583 | $113.6K | 0.08% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 590 | $115.0K | 0.08% | −475−44.6% | Reduced |
| Flagship Wealth Advisors, LLC | 592 | $115.4K | 0.03% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 595 | $116.1K | 0.03% | 00.0% | Unchanged |
| Merited Wealth, LLC | 596 | $116.2K | 0.11% | +596 | New |
| Retirement Wealth Solutions LLC | 598 | $116.6K | 0.07% | −98−14.1% | Reduced |
| Family Capital Trust Co | 599 | $116.7K | 0.04% | +8+1.4% | Added |
| Accent Capital Management, LLC | 600 | $116.9K | 0.05% | −336−35.9% | Reduced |
| ESL Trust Services, LLC | 600 | $116.9K | 0.02% | −10−1.6% | Reduced |
| Glass Jacobson Investment Advisors llc | 600 | $116.9K | 0.04% | 00.0% | Unchanged |
| Sava Infond d.o.o. | 600 | $116.9K | 0.02% | +600 | New |
| Redwood Park Advisors LLC | 601 | $117.1K | 0.08% | +101+20.2% | Added |
| Commonwealth Retirement Investments LLC | 605 | $117.9K | 0.04% | +605 | New |
| IFC & Insurance Marketing, Inc. | 617 | $120.0K | 0.12% | +617 | New |
| Modus Advisors, LLC | 620 | $120.8K | 0.03% | +620 | New |
| First Pacific Financial | 621 | $121.0K | 0.02% | +1+0.2% | Added |
| Global Wealth Strategies & Associates | 625 | $121.8K | 0.03% | +625 | New |
| Sachetta, LLC | 629 | $122.6K | 0.07% | −6,386−91.0% | Reduced |
| Evelyn Partners Investment Management LLP | 635 | $123.8K | 0.00% | −155−19.6% | Reduced |
| S&T Bank | 636 | $124.0K | 0.04% | +23+3.8% | Added |
