| Bay Harbor Wealth Management, LLC | 391 | $81.0K | 0.04% | −1−0.3% | Reduced |
| Legend Financial Advisors, Inc. | 392 | $81.4K | 0.07% | −32−7.5% | Reduced |
| Adirondack Retirement Specialists, Inc. | 397 | $82.5K | 0.09% | −110−21.7% | Reduced |
| LSV Asset Management | 400 | $83.0K | 0.00% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 400 | $83.0K | 0.05% | +400 | New |
| Beaird Harris Wealth Management, LLC | 402 | $83.5K | 0.02% | +300+294.1% | Added |
| Proffitt & Goodson Inc | 406 | $84.4K | 0.02% | 00.0% | Unchanged |
| PSI Advisors, LLC | 421 | $87.5K | 0.05% | +80+23.5% | Added |
| Islay Capital Management, LLC | 434 | $90.2K | 0.10% | +14+3.3% | Added |
| Sonnipe Ltd | 441 | $91.6K | 0.02% | +441 | New |
| Arcus Capital Partners, LLC | 443 | $92.0K | 0.04% | +443 | New |
| Tacita Capital Inc | 444 | $92.0K | 0.07% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 441 | $92.0K | 0.06% | +3+0.7% | Added |
| Corrado Advisors, LLC | 458 | $95.2K | 0.07% | +458 | New |
| Banco de Sabadell, S.A | 359 | $96.0K | 0.08% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 463 | $96.1K | 0.07% | +4+0.9% | Added |
| TFC Financial Management | 468 | $97.3K | 0.03% | −138−22.8% | Reduced |
| Tanglewood Legacy Advisors, LLC | 470 | $97.6K | 0.07% | +470 | New |
| Financial Avengers, Inc. | 474 | $98.5K | 0.08% | +1+0.2% | Added |
| Barrett & Company, Inc. | 481 | $99.8K | 0.07% | 00.0% | Unchanged |
| Gyon Technologies Capital Management, LP | 486 | $101.0K | 0.04% | +486 | New |
| First National Bank of South Miami | 486 | $101.0K | 0.08% | −33−6.4% | Reduced |
| Accel Wealth Management | 515 | $107.0K | 0.05% | 00.0% | Unchanged |
| Insight Financial Services | 518 | $107.6K | 0.19% | 00.0% | Unchanged |
| Lansing Street Advisors | 534 | $111.0K | 0.08% | +8+1.5% | Added |
| Sycomore Asset Management | 537 | $111.0K | 0.03% | 00.0% | Unchanged |
| Natixis | 537 | $111.6K | 0.00% | −673,495−99.9% | Reduced |
| Lowe Wealth Advisors, LLC | 542 | $112.7K | 0.06% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 522 | $115.1K | 0.05% | +522 | New |
| Coastal Capital Group, Inc. | 649 | $115.4K | 0.03% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 557 | $115.7K | 0.02% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 516 | $115.7K | 0.08% | +516 | New |
| BOK Financial Private Wealth, Inc. | 560 | $116.3K | 0.01% | 00.0% | Unchanged |
| Steward Financial Group LLC | 569 | $118.0K | 0.06% | +569 | New |
| Clear Perspectives Financial Planning, LLC | 610 | $126.7K | 0.07% | 00.0% | Unchanged |
| Granite FO LLC | 589 | $127.8K | 0.10% | +589 | New |
| Alan B. Lancz & Associates, Inc. | 600 | $133.8K | 0.14% | +600 | New |
| Dakota Community Bank & Trust NA | 645 | $134.0K | 0.76% | −35−5.1% | Reduced |
| Pin Oak Investment Advisors Inc | 656 | $136.0K | 0.17% | −142−17.8% | Reduced |
| Clearview Wealth Advisors LLC | 654 | $136.0K | 0.11% | −16−2.4% | Reduced |
| Tradewinds Capital Management, LLC | 672 | $139.6K | 0.06% | +240+55.6% | Added |
| First Community Trust NA | 690 | $143.0K | 0.17% | +56+8.8% | Added |
| AllSquare Wealth Management LLC | 693 | $144.0K | 0.10% | 00.0% | Unchanged |
| Lakewood Asset Management LLC | 700 | $145.0K | 0.12% | +700 | New |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 700 | $145.4K | 0.21% | +100+16.7% | Added |
| MB, Levis & Associates, LLC | 700 | $145.5K | 0.11% | +700 | New |
| TSFG, LLC | 703 | $146.0K | 0.06% | +119+20.4% | Added |
| Westside Investment Management, Inc. | 709 | $147.0K | 0.00% | +156+28.2% | Added |
| MinichMacGregor Wealth Management, LLC | 713 | $148.1K | 0.05% | +713 | New |
| Valley National Advisers Inc | 679 | $150.0K | 0.03% | +11+1.6% | Added |
| Coston, McIsaac & Partners | 730 | $151.0K | 0.06% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 732 | $152.1K | 0.10% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 740 | $153.7K | 0.05% | +740 | New |
| Coppell Advisory Solutions Corp. | 740 | $153.7K | 0.05% | +740 | New |
| Register Financial Advisors LLC | 741 | $153.9K | 0.10% | +741 | New |
| Maj Invest Holding A/S | 750 | $155.0K | 0.00% | +450+150.0% | Added |
| Tucker Asset Management LLC | 746 | $155.2K | 0.05% | +221+42.1% | Added |
| Core Wealth Advisors, Inc. | 755 | $156.9K | 0.07% | 00.0% | Unchanged |
| Delta Accumulation, LLC | 761 | $158.1K | 4.27% | +1+0.1% | Added |
| Tortoise Investment Management, LLC | 783 | $162.7K | 0.03% | −4−0.5% | Reduced |
| Earnest Partners LLC | 783 | $162.7K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 799 | $166.0K | 0.05% | −143−15.2% | Reduced |
| Raffa Wealth Management, LLC | 799 | $166.0K | 0.07% | −4−0.5% | Reduced |
| Highlander Capital Management, LLC | 800 | $166.0K | 0.09% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 813 | $168.0K | 0.02% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 851 | $176.0K | 0.14% | +145+20.5% | Added |
| Antonetti Capital Management LLC | 858 | $178.2K | 0.24% | +1+0.1% | Added |
| St Germain D J Co Inc | 27,158 | $181.4K | 0.06% | +4,029+17.4% | Added |
| Affiance Financial, LLC | 884 | $183.7K | 0.07% | +884 | New |
| Abound Wealth Management | 884 | $183.7K | 0.09% | +435+96.9% | Added |
| Beacon Capital Management, LLC | 885 | $184.1K | 0.06% | +105+13.5% | Added |
| Horan Securities, Inc. | 894 | $185.8K | 0.10% | +58+6.9% | Added |
| Kelly Financial Services LLC | 894 | $185.8K | 0.10% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 928 | $192.8K | 0.03% | +5+0.5% | Added |
| Hillsdale Investment Management Inc. | 933 | $193.8K | 0.02% | −220−19.1% | Reduced |
| Ten Capital Wealth Advisors, LLC | 940 | $195.3K | 0.08% | −380−28.8% | Reduced |
| Focused Wealth Management, Inc | 943 | $195.9K | 0.04% | −17−1.8% | Reduced |
| J.Safra Asset Management Corp | 944 | $196.0K | 0.03% | +777+465.3% | Added |
| Patton Fund Management, Inc. | 964 | $200.0K | 0.06% | +964 | New |
| Brooks, Moore & Associates, Inc. | 963 | $200.0K | 0.15% | +963 | New |
| Legacy Capital Wealth Partners, LLC | 964 | $200.3K | 0.10% | +964 | New |
| apricus wealth, LLC | 966 | $200.7K | 0.18% | +966 | New |
| McDonald Partners LLC | 967 | $200.9K | 0.07% | +967 | New |
| Vanguard Capital Wealth Advisors | 967 | $200.9K | 0.23% | +967 | New |
| 4J Wealth Management LLC | 972 | $201.9K | 0.23% | +972 | New |
| Old North State Trust, LLC | 972 | $202.0K | 0.13% | −24−2.4% | Reduced |
| Falcon Wealth Planning | 973 | $202.1K | 0.06% | +973 | New |
| Edge Wealth Management LLC | 980 | $202.2K | 0.05% | +980 | New |
| Seven Eight Capital, LP | 974 | $202.4K | 0.05% | +974 | New |
| Sound Income Strategies, LLC | 977 | $203.0K | 0.03% | +40+4.3% | Added |
| Heritage Investment Group, Inc. | 979 | $203.0K | 0.06% | +979 | New |
| Wealth Quarterback LLC | 980 | $203.6K | 0.17% | +980 | New |
| Cook Wealth Management Group LLC | 980 | $203.6K | 0.20% | +980 | New |
| Taylor & Morgan Wealth Management, LLC | 980 | $203.7K | 0.19% | +980 | New |
| Capital Financial Planning, LLC | 981 | $203.8K | 0.08% | +981 | New |
| Lincoln Capital Corp | 981 | $203.8K | 0.12% | +981 | New |
| Consilio Wealth Advisors, LLC | 982 | $204.0K | 0.13% | +982 | New |
| Alpha Financial Partners, LLC | 986 | $204.8K | 0.25% | +986 | New |
| HMS Capital Management, LLC | 986 | $204.9K | 0.14% | −743−43.0% | Reduced |
| Campbell Wealth Management | 987 | $205.0K | 0.03% | +987 | New |
