| Whi Trust Co LLC | 26 | $13.6K | 0.01% | +26 | New |
| Laurel Wealth Advisors LLC | 26 | $13.6K | 0.00% | +26 | New |
| Moisand Fitzgerald Tamayo, LLC | 27 | $14.1K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 28 | $14.6K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 28 | $14.7K | 0.00% | +28 | New |
| IMG Wealth Management, Inc. | 29 | $15.2K | 0.01% | +3+11.5% | Added |
| Altshuler Shaham Ltd | 29 | $15.2K | 0.00% | +6+26.1% | Added |
| Quest 10 Wealth Builders, Inc. | 30 | $15.4K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 30 | $15.6K | 0.01% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 30 | $15.7K | 0.00% | −1−3.2% | Reduced |
| Coastline Trust Co | 30 | $15.7K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 31 | $16.5K | 0.01% | −90−74.4% | Reduced |
| Fairscale Capital, LLC | 32 | $16.7K | 0.01% | 00.0% | Unchanged |
| Cresta Advisors, Ltd. | 32 | $16.7K | 0.01% | +32 | New |
| Cornerstone Financial Management LLC | 32 | $16.7K | 0.02% | +32 | New |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 32 | $16.7K | 0.01% | +32 | New |
| CGC Financial Services, LLC | 33 | $17.2K | 0.00% | +33 | New |
| Bare Financial Services, Inc | 34 | $17.8K | 0.00% | +3+9.7% | Added |
| IFC & Insurance Marketing, Inc. | 34 | $18.0K | 0.02% | +34 | New |
| Newbridge Financial Services Group, Inc. | 35 | $18.2K | 0.00% | +27+337.5% | Added |
| University of Texas/Texas Am Investment Managment Co | 35 | $18.3K | 0.00% | +35 | New |
| Battery Global Advisors, LLC | 36 | $19.1K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 37 | $19.3K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 38 | $19.9K | 0.01% | −11−22.4% | Reduced |
| Avion Wealth | 40 | $20.0K | 0.00% | +5+14.3% | Added |
| Park Square Financial Group, LLC | 41 | $20.4K | 0.12% | +12+41.4% | Added |
| Atomic Invest LLC | 41 | $21.5K | 0.01% | +41 | New |
| Liberty One Investment Management, LLC | 41 | $21.5K | 0.00% | −609−93.7% | Reduced |
| BFSG, LLC | 42 | $21.9K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 43 | $22.2K | 0.01% | +1+2.4% | Added |
| Turning Point Benefit Group, Inc. | 44 | $23.0K | 0.01% | +44 | New |
| Activest Wealth Management | 44 | $23.0K | 0.00% | +1+2.3% | Added |
| High Note Wealth, LLC | 44 | $23.0K | 0.00% | +14+46.7% | Added |
| Trust Co | 44 | $23.0K | 0.00% | +44 | New |
| Ogorek Anthony Joseph | 45 | $23.0K | 0.01% | −12−21.1% | Reduced |
| Greykasell Wealth Strategies, Inc. | 44 | $23.0K | 0.01% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 45 | $23.5K | 0.00% | +9+25.0% | Added |
| SJS Investment Consulting Inc. | 46 | $24.0K | 0.00% | +7+17.9% | Added |
| Kilter Group LLC | 47 | $24.6K | 0.01% | +17+56.7% | Added |
| Wellington Grp LLC | 48 | $25.1K | 0.01% | +48 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 49 | $25.6K | 0.04% | +6+14.0% | Added |
| Fortitude Family Office, LLC | 50 | $26.1K | 0.01% | −77−60.6% | Reduced |
| Aventus Investment Advisors, Inc. | 50 | $26.1K | 0.02% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 52 | $27.2K | 0.01% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 52 | $27.5K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 54 | $28.2K | 0.01% | +3+5.9% | Added |
| Joseph Group Capital Management | 55 | $28.7K | 0.01% | +55 | New |
| Highline Wealth Partners LLC | 55 | $28.8K | 0.01% | +12+27.9% | Added |
| Creative Capital Management Investments LLC | 56 | $29.3K | 0.01% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 57 | $30.0K | 0.02% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 59 | $30.8K | 0.01% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 59 | $30.8K | 0.02% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 61 | $31.9K | 0.00% | +35+134.6% | Added |
| Abound Wealth Management | 61 | $32.0K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 63 | $32.0K | 0.01% | +19+43.2% | Added |
| Smallwood Wealth Investment Management, LLC | 64 | $33.4K | 0.02% | +4+6.7% | Added |
| Meeder Asset Management Inc | 64 | $33.4K | 0.00% | −3−4.5% | Reduced |
| Boyd Watterson Asset Management LLC | 64 | $33.4K | 0.01% | 00.0% | Unchanged |
| First Pacific Financial | 65 | $33.8K | 0.00% | −9−12.2% | Reduced |
| Bank of New Hampshire | 65 | $34.0K | 0.01% | −300−82.2% | Reduced |
| Armstrong Advisory Group, Inc | 65 | $34.0K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 67 | $35.0K | 0.02% | −1−1.5% | Reduced |
| Raffa Wealth Management, LLC | 67 | $35.0K | 0.01% | +6+9.8% | Added |
| Palladiem, LLC | 69 | $36.4K | 0.03% | +69 | New |
| Pingora Partners LLC | 70 | $36.6K | 0.02% | 00.0% | Unchanged |
| Resources Management Corp | 70 | $37.0K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 71 | $37.1K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 73 | $38.1K | 0.02% | 00.0% | Unchanged |
| Essential Investment Partners LLC | 74 | $38.7K | 0.04% | +74 | New |
| Swiss Re Ltd | 75 | $39.2K | 0.00% | +75 | New |
| West Branch Capital LLC | 75 | $39.2K | 0.01% | −15−16.7% | Reduced |
| Ares Financial Consulting, LLC | 76 | $39.7K | 0.04% | +76 | New |
| Kerr Financial Planning Corp | 88 | $39.8K | 0.05% | −7−7.4% | Reduced |
| Glen Eagle Advisors, LLC | 79 | $41.3K | 0.01% | +4+5.3% | Added |
| True Wealth Design, LLC | 82 | $42.9K | 0.01% | −68−45.3% | Reduced |
| Sankala Group LLC | 98 | $43.3K | 0.03% | +98 | New |
| Clal Insurance Enterprises Holdings Ltd | 85 | $44.0K | 0.00% | +17+25.0% | Added |
| Sachetta, LLC | 85 | $44.4K | 0.02% | +5+6.3% | Added |
| Lloyd Advisory Services, LLC. | 85 | $44.4K | 0.02% | +85 | New |
| Anfield Capital Management, LLC | 86 | $44.9K | 0.01% | −15−14.9% | Reduced |
| Frazier Financial Advisors, LLC | 86 | $45.0K | 0.03% | −26−23.2% | Reduced |
| Lavaca Capital LLC | 87 | $45.5K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 87 | $45.5K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 87 | $45.5K | 0.02% | +57+190.0% | Added |
| Fortis Group Advisors, LLC | 90 | $47.0K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 90 | $47.1K | 0.00% | −10−10.0% | Reduced |
| South Plains Financial, Inc. | 91 | $47.6K | 0.03% | +81+810.0% | Added |
| Align Financial, LLC | 49,123 | $49.1K | 0.03% | +49,123 | New |
| Nvest Wealth Strategies, Inc. | 94 | $49.1K | 0.04% | +94 | New |
| Sound Income Strategies, LLC | 92 | $50.2K | 0.00% | +12+15.0% | Added |
| Global Wealth Strategies & Associates | 97 | $50.7K | 0.01% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 98 | $51.2K | 0.00% | −12−10.9% | Reduced |
| Disciplina Capital Management LLC | 99 | $51.5K | 0.01% | −11−10.0% | Reduced |
| Bangor Savings Bank | 99 | $51.7K | 0.00% | 00.0% | Unchanged |
| Sfam, LLC | 100 | $52.1K | 0.05% | +100 | New |
| Centennial Bank | 100 | $52.3K | 0.02% | 00.0% | Unchanged |
| Rational Advisors LLC | 100 | $52.3K | 0.01% | +10+11.1% | Added |
| Capula Management Ltd | 102 | $53.3K | 0.00% | −2,717−96.4% | Reduced |
| Wealth Watch Advisors, INC | 102 | $53.3K | 0.02% | +6+6.3% | Added |
| New Millennium Group LLC | 104 | $54.3K | 0.02% | 00.0% | Unchanged |