| ORG Wealth Partners, LLC | 285 | $38.6K | 0.01% | +7+2.5% | Added |
| High Note Wealth, LLC | 296 | $39.1K | 0.01% | −32−9.8% | Reduced |
| Howard Hughes Medical Institute | 296 | $39.1K | 0.02% | +296 | New |
| Financial Avengers, Inc. | 298 | $39.3K | 0.02% | +3+1.0% | Added |
| Atlantic Private Wealth, LLC | 300 | $39.6K | 0.03% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 302 | $40.8K | 0.01% | +2+0.7% | Added |
| Clear Investment Research, LLC | 313 | $41.3K | 0.05% | +1+0.3% | Added |
| Investment Research & Advisory Group, Inc. | 320 | $42.4K | 0.02% | +232+263.6% | Added |
| Signature Resources Capital Management, LLC | 322 | $42.5K | 0.03% | +26+8.8% | Added |
| Capital A Wealth Management, LLC | 256 | $43.5K | 0.49% | −692−73.0% | Reduced |
| RMG Wealth Management LLC | 314 | $45.3K | 0.01% | +314 | New |
| Basso Capital Management, L.P. | 352 | $46.5K | 0.03% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 360 | $47.5K | 0.00% | 00.0% | Unchanged |
| Battery Global Advisors, LLC | 370 | $48.9K | 0.02% | +3+0.8% | Added |
| Whipplewood Advisors, LLC | 372 | $49.1K | 0.03% | −45−10.8% | Reduced |
| Burkett Financial Services, LLC | 377 | $49.8K | 0.02% | +4+1.1% | Added |
| Front Row Advisors LLC | 389 | $51.4K | 0.02% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 389 | $51.4K | 0.02% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 390 | $51.5K | 0.01% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 391 | $51.6K | 0.00% | −126−24.4% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 399 | $52.7K | 0.01% | 00.0% | Unchanged |
| Palouse Capital Management, Inc. | 400 | $52.8K | 0.03% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 403 | $53.2K | 0.02% | 00.0% | Unchanged |
| Abound Wealth Management | 403 | $53.3K | 0.02% | −169−29.5% | Reduced |
| Murphy & Mullick Capital Management Corp | 393 | $53.3K | 0.04% | +9+2.3% | Added |
| CarsonAllaria Wealth Management, Ltd. | 413 | $54.6K | 0.03% | −191−31.6% | Reduced |
| PFS Partners, LLC | 423 | $55.9K | 0.03% | +4+1.0% | Added |
| Ogorek Anthony Joseph | 432 | $57.0K | 0.02% | −357−45.2% | Reduced |
| Ulland Investment Advisors, LLC | 428 | $57.0K | 0.04% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 445 | $58.8K | 0.01% | −1,383−75.7% | Reduced |
| MorganRosel Wealth Management, LLC | 453 | $59.8K | 0.02% | +87+23.8% | Added |
| Redwood Park Advisors LLC | 455 | $60.1K | 0.05% | −25−5.2% | Reduced |
| Curio Wealth, LLC | 463 | $61.1K | 0.03% | +462+46,200.0% | Added |
| Total Investment Management Inc | 470 | $62.1K | 0.01% | +470 | New |
| Sarver Vrooman Wealth Advisors | 473 | $62.5K | 0.04% | −93−16.4% | Reduced |
| Quaker Wealth Management, LLC | 477 | $62.9K | 0.02% | +477 | New |
| FWL Investment Management, LLC | 478 | $63.1K | 0.02% | 00.0% | Unchanged |
| Keener Financial Planning LLC | 492 | $64.0K | 0.03% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 487 | $64.3K | 0.03% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 489 | $64.6K | 0.04% | 00.0% | Unchanged |
| Keystone Financial Group, Inc. | 453 | $64.9K | 0.04% | 00.0% | Unchanged |
| Avion Wealth | 504 | $66.0K | 0.02% | −87−14.7% | Reduced |
| PrairieView Partners, LLC | 500 | $66.0K | 0.01% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 500 | $66.0K | 0.00% | 00.0% | Unchanged |
| Kings Path Partners LLC | 500 | $66.0K | 0.03% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 501 | $66.2K | 0.05% | +4+0.8% | Added |
| Game Plan Financial Advisors, LLC | 510 | $67.3K | 0.03% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 510 | $67.4K | 0.05% | +3+0.6% | Added |
| Glass Jacobson Investment Advisors llc | 520 | $68.7K | 0.03% | −1,807−77.7% | Reduced |
| Nalls Sherbakoff Group, LLC | 520 | $68.7K | 0.05% | +185+55.2% | Added |
| Evolution Advisers, Inc. | 526 | $69.0K | 0.03% | 00.0% | Unchanged |
| Carderock Capital Management Inc | 525 | $69.3K | 0.02% | +525 | New |
| Holos Integrated Wealth LLC | 482 | $70.1K | 0.04% | −70−12.7% | Reduced |
| Quarry LP | 532 | $70.2K | 0.02% | −1,837−77.5% | Reduced |
| SJS Investment Consulting Inc. | 539 | $71.2K | 0.01% | −10,798−95.2% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 542 | $71.6K | 0.02% | −250−31.6% | Reduced |
| Covestor Ltd | 542 | $72.0K | 0.04% | +4+0.7% | Added |
| Vision Financial Markets LLC | 547 | $72.2K | 0.07% | +1+0.2% | Added |
| FSA Wealth Management LLC | 547 | $72.2K | 0.03% | −125−18.6% | Reduced |
| IMA Wealth, Inc. | 547 | $72.2K | 0.01% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 539 | $72.7K | 0.04% | +72+15.4% | Added |
| Stone House Investment Management, LLC | 559 | $73.8K | 0.01% | +4+0.7% | Added |
| WFA of San Diego, LLC | 572 | $75.5K | 0.06% | +572 | New |
| Hager Investment Management Services, LLC | 572 | $75.5K | 0.05% | −395−40.8% | Reduced |
| Harbor Asset Planning, Inc. | 574 | $75.8K | 0.07% | +574 | New |
| MPWM Advisory Solutions, LLC | 577 | $76.2K | 0.05% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 599 | $79.0K | 0.03% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 600 | $79.2K | 0.02% | +600 | New |
| Cornerstone Planning Group LLC | 578 | $80.6K | 0.02% | −71−10.9% | Reduced |
| Proathlete Wealth Management LLC | 616 | $81.4K | 0.03% | +9+1.5% | Added |
| WealthCollab, LLC | 618 | $81.6K | 0.05% | +13+2.1% | Added |
| Newton One Investments LLC | 621 | $82.0K | 0.03% | +7+1.1% | Added |
| Iron Horse Wealth Management, LLC | 623 | $82.3K | 0.02% | +1+0.2% | Added |
| Cheviot Value Management, LLC | 567 | $82.4K | 0.01% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 629 | $83.0K | 0.03% | −50−7.4% | Reduced |
| WD Rutherford LLC | 629 | $83.1K | 0.04% | +629 | New |
| Kiker Wealth Management, LLC | 636 | $84.0K | 0.05% | −26−3.9% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 643 | $84.9K | 0.08% | 00.0% | Unchanged |
| Gleason Group, Inc. | 649 | $85.7K | 0.01% | +7+1.1% | Added |
| Riggs Asset Managment Co. Inc. | 668 | $88.2K | 0.02% | −31−4.4% | Reduced |
| LFA - Lugano Financial Advisors SA | 672 | $88.7K | 0.05% | +309+85.1% | Added |
| Gold Investment Management Ltd. | 657 | $88.9K | 0.03% | +4+0.6% | Added |
| DiNuzzo Private Wealth, Inc. | 674 | $89.0K | 0.01% | −12−1.7% | Reduced |
| Financial Network Wealth Advisors LLC | 676 | $89.3K | 0.11% | −13−1.9% | Reduced |
| Operose Advisors LLC | 680 | $89.8K | 0.03% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 681 | $89.9K | 0.02% | +392+135.6% | Added |
| Aspect Partners, LLC | 697 | $92.0K | 0.05% | +209+42.8% | Added |
| Strategic Investment Solutions, Inc. | 701 | $92.6K | 0.03% | 00.0% | Unchanged |
| Rossby Financial, LCC | 716 | $94.5K | 0.04% | −49−6.4% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 653 | $95.9K | 0.03% | +653 | New |
| Fourth Dimension Wealth, LLC | 729 | $96.3K | 0.04% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 744 | $98.2K | 0.01% | −210−22.0% | Reduced |
| Lavaca Capital LLC | 772 | $101.9K | 0.04% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 774 | $102.2K | 0.11% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 776 | $102.5K | 0.07% | +100+14.8% | Added |
| Hemington Wealth Management | 782 | $103.0K | 0.01% | −47−5.7% | Reduced |
| Magellan Asset Management Ltd | 783 | $103.4K | 0.00% | +144+22.5% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 788 | $104.0K | 0.07% | −98−11.1% | Reduced |
| QVR LLC | 790 | $104.3K | 0.11% | +790 | New |
| Park Square Financial Group, LLC | 800 | $105.6K | 0.08% | −19−2.3% | Reduced |
