| Meramec Financial Planners, LLC | 311 | $42.4K | 0.02% | +311 | New |
| Torren Management, LLC | 306 | $41.4K | 0.02% | +306 | New |
| Red Tortoise LLC | 300 | $40.5K | 0.02% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 287 | $38.8K | 0.04% | +287 | New |
| RMG Wealth Management LLC | 256 | $38.5K | 0.00% | +236+1,180.0% | Added |
| South State Corp. | 274 | $37.0K | 0.00% | −65−19.2% | Reduced |
| Anchor Investment Management, LLC | 268 | $36.2K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 265 | $35.8K | 0.01% | −192−42.0% | Reduced |
| Howard Hughes Medical Institute | 263 | $35.5K | 0.02% | +1+0.4% | Added |
| LFA - Lugano Financial Advisors SA | 260 | $35.1K | 0.02% | 00.0% | Unchanged |
| Bravera Wealth | 258 | $34.9K | 0.02% | +258 | New |
| Blue Bell Private Wealth Management, LLC | 257 | $34.7K | 0.01% | +53+26.0% | Added |
| Dunhill Financial, LLC | 253 | $34.2K | 0.01% | +11+4.5% | Added |
| Kilter Group LLC | 252 | $34.1K | 0.02% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 252 | $34.1K | 0.00% | +252 | New |
| Highline Wealth Partners LLC | 252 | $34.1K | 0.01% | +8+3.3% | Added |
| Old Point Trust & Financial Services N A | 248 | $33.5K | 0.01% | +248 | New |
| Merited Wealth, LLC | 243 | $32.8K | 0.03% | +243 | New |
| Wellington Grp LLC | 242 | $32.7K | 0.01% | +242 | New |
| Copia Wealth Management | 240 | $32.4K | 0.02% | 00.0% | Unchanged |
| Evelyn Partners Investment Management (Europe) Ltd | 234 | $31.6K | 0.01% | +55+30.7% | Added |
| Cornerstone Financial Management LLC | 226 | $30.5K | 0.03% | +226 | New |
| Abound Wealth Management | 222 | $30.0K | 0.01% | +5+2.3% | Added |
| Truvestments Capital LLC | 222 | $30.0K | 0.01% | +68+44.2% | Added |
| Tacita Capital Inc | 221 | $29.9K | 0.02% | +131+145.6% | Added |
| IMG Wealth Management, Inc. | 216 | $29.2K | 0.02% | +54+33.3% | Added |
| Aster Capital Management (DIFC) Ltd | 215 | $29.1K | 0.01% | −3,297−93.9% | Reduced |
| Lloyd Advisory Services, LLC. | 212 | $28.6K | 0.01% | +212 | New |
| Dogwood Wealth Management LLC | 208 | $28.1K | 0.01% | +59+39.6% | Added |
| Board of the Pension Protection Fund | 200 | $27.0K | 0.03% | +200 | New |
| Mascoma Wealth Management LLC | 196 | $26.5K | 0.01% | −284−59.2% | Reduced |
| Tucker Asset Management LLC | 195 | $26.4K | 0.01% | +195 | New |
| Financial Management Professionals, Inc. | 192 | $26.0K | 0.00% | −7−3.5% | Reduced |
| Avalon Trust Co | 191 | $25.8K | 0.00% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 191 | $25.8K | 0.02% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 190 | $25.7K | 0.01% | −12−5.9% | Reduced |
| Rosenberg Matthew Hamilton | 190 | $25.7K | 0.01% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 182 | $24.6K | 0.01% | +113+163.8% | Added |
| Cherry Tree Wealth Management, LLC | 172 | $23.2K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 172 | $23.2K | 0.00% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 168 | $22.7K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 166 | $22.4K | 0.03% | 00.0% | Unchanged |
| Tompkins Financial Corp | 166 | $22.4K | 0.00% | +50+43.1% | Added |
| Cedar Mountain Advisors, LLC | 162 | $21.9K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 162 | $21.9K | 0.02% | +162 | New |
| ZRC Wealth Management, LLC | 159 | $21.5K | 0.01% | +135+562.5% | Added |
| First Command Advisory Services, Inc. | 156 | $21.1K | 0.00% | +156 | New |
| Steigerwald, Gordon & Koch Inc. | 155 | $20.9K | 0.00% | +155 | New |
| Joseph Group Capital Management | 155 | $20.9K | 0.01% | +155 | New |
| Valued Wealth Advisors LLC | 152 | $20.6K | 0.01% | +4+2.7% | Added |
| Bogart Wealth, LLC | 151 | $20.4K | 0.00% | +17+12.7% | Added |
| Your Advocates Ltd., LLP | 150 | $20.3K | 0.01% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 148 | $20.0K | 0.01% | +148 | New |
| Glen Eagle Advisors, LLC | 147 | $19.9K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 146 | $19.7K | 0.01% | −335−69.6% | Reduced |
| Advocate Investing Services LLC | 139 | $18.8K | 0.02% | +139 | New |
| Concord Wealth Partners | 134 | $18.1K | 0.00% | +9+7.2% | Added |
| Rocky Mountain Advisers, LLC | 128 | $17.3K | 0.00% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 125 | $16.9K | 0.01% | +125 | New |
| Atomic Invest LLC | 124 | $16.8K | 0.01% | +124 | New |
| Quarry LP | 124 | $16.8K | 0.00% | −1,720−93.3% | Reduced |
| North Star Investment Management Corp. | 124 | $16.8K | 0.00% | +68+121.4% | Added |
| Strive Financial Group ,LLC | 124 | $16.8K | 0.01% | +124 | New |
| O'Brien Wealth Partners LLC | 120 | $16.2K | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 120 | $16.2K | 0.01% | 00.0% | Unchanged |
| Whi Trust Co LLC | 120 | $16.2K | 0.01% | +120 | New |
| Bare Financial Services, Inc | 119 | $16.1K | 0.00% | +13+12.3% | Added |
| Nemes Rush Group LLC | 118 | $15.9K | 0.00% | +40+51.3% | Added |
| Ameliora Wealth Management Ltd. | 115 | $15.5K | 0.00% | +115 | New |
| Bayban | 113 | $15.3K | 0.01% | +113 | New |
| Addison Advisors LLC | 110 | $14.9K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 109 | $14.8K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 104 | $14.0K | 0.00% | 00.0% | Unchanged |
| Clal Insurance Enterprises Holdings Ltd | 107 | $14.0K | 0.00% | −8−7.0% | Reduced |
| Financial Avengers, Inc. | 103 | $14.0K | 0.01% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 103 | $13.9K | 0.00% | +95+1,187.5% | Added |
| Altshuler Shaham Ltd | 103 | $13.9K | 0.00% | −27−20.8% | Reduced |
| Geneos Wealth Management Inc. | 102 | $13.8K | 0.00% | +78+325.0% | Added |
| Founders Capital Management | 100 | $13.5K | 0.01% | +100 | New |
| Ares Financial Consulting, LLC | 100 | $13.5K | 0.01% | +100 | New |
| DiNuzzo Private Wealth, Inc. | 99 | $13.4K | 0.00% | +26+35.6% | Added |
| Bangor Savings Bank | 97 | $13.1K | 0.00% | +97 | New |
| High Note Wealth, LLC | 96 | $13.0K | 0.00% | +88+1,100.0% | Added |
| Benson Wealth Management INC | 92 | $12.4K | 0.01% | +92 | New |
| Signature Resources Capital Management, LLC | 91 | $12.3K | 0.01% | +9+11.0% | Added |
| POM Investment Strategies, LLC | 90 | $12.2K | 0.01% | +90 | New |
| Brown, Lisle/Cummings, Inc. | 90 | $12.2K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 90 | $12.2K | 0.00% | +23+34.3% | Added |
| TSFG, LLC | 90 | $12.0K | 0.00% | 00.0% | Unchanged |
| Imprint Wealth LLC | 88 | $11.9K | 0.06% | −238−73.0% | Reduced |
| Redmont Wealth Advisors LLC | 88 | $11.9K | 0.02% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 85 | $11.5K | 0.00% | −1,631−95.0% | Reduced |
| Pacific Center for Financial Services | 92 | $11.4K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 82 | $11.1K | 0.00% | +29+54.7% | Added |
| Legacy Bridge, LLC | 78 | $10.5K | 0.00% | +57+271.4% | Added |
| Union Savings Bank | 78 | $10.5K | 0.00% | +78 | New |
| Pittenger & Anderson Inc | 75 | $10.1K | 0.00% | +45+150.0% | Added |
| Three Bearings Fiduciary Advisors, Inc. | 64 | $9.22K | 0.01% | +64 | New |
| JNBA Financial Advisors | 68 | $9.19K | 0.00% | +68 | New |
| Estabrook Capital Management | 65 | $8.78K | 0.00% | 00.0% | Unchanged |
