| Sierra Summit Advisors LLC | 283 | $214.2K | 0.06% | +283 | New |
| Continental Investors Services, Inc. | 282 | $213.5K | 0.55% | +282 | New |
| Centurion Wealth Management LLC | 281 | $212.8K | 0.09% | +281 | New |
| Jamison Private Wealth Management, Inc. | 280 | $211.9K | 0.04% | +124+79.5% | Added |
| Newbridge Financial Services Group, Inc. | 279 | $211.5K | 0.10% | −225−44.6% | Reduced |
| Capital Advisors Inc | 279 | $211.2K | 0.00% | +279 | New |
| Boit C F David | 300 | $211.0K | 0.12% | +300 | New |
| McKinley Carter Wealth Services, Inc. | 278 | $210.6K | 0.02% | +278 | New |
| Reuter James Wealth Management, LLC | 277 | $209.7K | 0.14% | +277 | New |
| Amplius Wealth Advisors, LLC | 276 | $208.9K | 0.03% | +276 | New |
| Miracle Mile Advisors, LLC | 274 | $207.4K | 0.01% | +274 | New |
| Greenwich Investment Management, Inc. | 273 | $207.0K | 0.16% | +273 | New |
| Hoxton Planning & Management, LLC | 273 | $207.0K | 0.11% | +273 | New |
| Good Life Advisors, LLC | 272 | $206.1K | 0.02% | +272 | New |
| Paulson Wealth Management Inc. | 272 | $205.9K | 0.07% | +272 | New |
| Wealthgate Family Office, LLC | 272 | $205.9K | 0.57% | +272 | New |
| Hancock Whitney Corp | 271 | $205.1K | 0.01% | +271 | New |
| First National Bank of Hutchinson | 270 | $204.4K | 0.15% | +270 | New |
| First Horizon Advisors, Inc. | 269 | $203.7K | 0.01% | +18+7.2% | Added |
| Rosenberg Matthew Hamilton | 269 | $203.6K | 0.06% | 00.0% | Unchanged |
| PFW Advisors LLC | 269 | $203.6K | 0.07% | −159−37.1% | Reduced |
| Veracity Capital LLC | 268 | $202.9K | 0.08% | −108−28.7% | Reduced |
| Wade G W & Inc | 267 | $202.0K | 0.01% | +267 | New |
| Flow Traders U.S. LLC | 266 | $201.0K | 0.01% | +266 | New |
| Gilman Hill Asset Management, LLC | 265 | $200.6K | 0.04% | +265 | New |
| First PREMIER Bank | 262 | $199.0K | 0.06% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 259 | $196.1K | 0.02% | +13+5.3% | Added |
| Atlas Capital Advisors LLC | 255 | $193.0K | 0.03% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 248 | $188.0K | 0.04% | +18+7.8% | Added |
| Mendota Financial Group, LLC | 244 | $184.7K | 0.14% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 242 | $183.2K | 0.03% | +35+16.9% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 241 | $182.4K | 0.01% | +182+308.5% | Added |
| Credit Agricole S A | 232 | $175.6K | 0.00% | −1,054−82.0% | Reduced |
| Clearstead Advisors, LLC | 217 | $164.4K | 0.01% | +8+3.8% | Added |
| Stephens Investment Management Group LLC | 213 | $161.2K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 210 | $159.0K | 0.04% | 00.0% | Unchanged |
| AXS Investments LLC | 200 | $151.4K | 0.04% | −35−14.9% | Reduced |
| DekaBank Deutsche Girozentrale | 198 | $149.0K | 0.00% | +198 | New |
| Strengthening Families & Communities, LLC | 195 | $147.6K | 0.10% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 194 | $147.0K | 0.02% | +3+1.6% | Added |
| Tyler-Stone Wealth Management | 194 | $146.8K | 0.07% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 190 | $143.8K | 0.01% | +48+33.8% | Added |
| Grove Bank & Trust | 184 | $139.3K | 0.03% | 00.0% | Unchanged |
| Rothschild Investment LLC | 182 | $137.4K | 0.01% | +182 | New |
| Harbor Investment Advisory, LLC | 178 | $134.7K | 0.02% | +65+57.5% | Added |
| Ancora Advisors, LLC | 177 | $134.0K | 0.00% | +49+38.3% | Added |
| Optimum Investment Advisors | 170 | $128.7K | 0.06% | −30−15.0% | Reduced |
| Winch Advisory Services, LLC | 162 | $122.7K | 0.04% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 161 | $121.9K | 0.03% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 160 | $121.1K | 0.01% | +18+12.7% | Added |
| Dunhill Financial, LLC | 152 | $115.2K | 0.10% | +152 | New |
| Barometer Capital Management Inc. | 150 | $113.3K | 0.03% | +150 | New |
| Garde Capital, Inc. | 148 | $112.0K | 0.01% | +148 | New |
| Johnson Financial Group, Inc. | 147 | $111.3K | 0.01% | +143+3,575.0% | Added |
| Planned Solutions, Inc. | 144 | $109.0K | 0.05% | +144 | New |
| AdvisorNet Financial, Inc | 133 | $100.7K | 0.01% | +8+6.4% | Added |
| Hollencrest Capital Management | 131 | $99.3K | 0.01% | −5−3.7% | Reduced |
| HHM Wealth Advisors, LLC | 128 | $96.9K | 0.02% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 126 | $95.4K | 0.01% | +13+11.5% | Added |
| Advisors Preferred, LLC | 133 | $95.3K | 0.02% | +32+31.7% | Added |
| Banque Cantonale Vaudoise | 124 | $94.0K | 0.00% | +6+5.1% | Added |
| Carolinas Wealth Consulting LLC | 122 | $92.0K | 0.02% | 00.0% | Unchanged |
| Main Street Group, LTD | 115 | $87.0K | 0.03% | +115 | New |
| Pacifica Partners Inc. | 125 | $86.8K | 0.04% | 00.0% | Unchanged |
| Goldstream Capital Management Ltd | 110 | $83.3K | 0.06% | −115−51.1% | Reduced |
| Beacon Capital Management, LLC | 140 | $82.4K | 0.02% | +31+28.4% | Added |
| WealthCollab, LLC | 106 | $80.2K | 0.06% | +106 | New |
| Washington Trust Advisors, Inc. | 102 | $76.9K | 0.01% | −36−26.1% | Reduced |
| Ameliora Wealth Management Ltd. | 100 | $75.7K | 0.04% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 100 | $75.7K | 0.07% | +100 | New |
| FinTrust Capital Advisors, LLC | 98 | $74.2K | 0.01% | +27+38.0% | Added |
| Orion Capital Management LLC | 98 | $74.2K | 0.04% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 90 | $68.1K | 0.05% | −15−14.3% | Reduced |
| Addison Advisors LLC | 86 | $65.1K | 0.03% | +38+79.2% | Added |
| St Germain D J Co Inc | 86 | $65.1K | 0.00% | +73+561.5% | Added |
| Adirondack Trust Co | 66 | $62.8K | 0.03% | +36+120.0% | Added |
| Catalyst Capital Advisors LLC | 81 | $61.3K | 0.00% | +16+24.6% | Added |
| America First Investment Advisors, LLC | 78 | $59.0K | 0.02% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 78 | $59.0K | 0.01% | +5+6.8% | Added |
| Compass Wealth Management LLC | 76 | $57.5K | 0.02% | 00.0% | Unchanged |
| Clean Yield Group | 75 | $56.8K | 0.02% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 74 | $56.0K | 0.05% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 72 | $54.5K | 0.01% | +66+1,100.0% | Added |
| Thompson Investment Management, Inc. | 71 | $53.4K | 0.01% | −10−12.3% | Reduced |
| FWL Investment Management, LLC | 70 | $53.0K | 0.03% | −140−66.7% | Reduced |
| Cherry Tree Wealth Management, LLC | 69 | $52.2K | 0.01% | 00.0% | Unchanged |
| Caitlin John, LLC | 67 | $50.9K | 0.04% | +67 | New |
| Bruce G. Allen Investments, LLC | 65 | $49.2K | 0.04% | +65 | New |
| NBC Securities, Inc. | 65 | $49.0K | 0.00% | −15−18.8% | Reduced |
| Ritter Daniher Financial Advisory LLC | 64 | $48.4K | 0.02% | −31−32.6% | Reduced |
| Cornerstone Planning Group LLC | 64 | $48.4K | 0.02% | +8+14.3% | Added |
| Rise Advisors, LLC | 62 | $46.9K | 0.03% | −2−3.1% | Reduced |
| Piscataqua Savings Bank | 60 | $45.4K | 0.04% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 58 | $44.0K | 0.02% | +58 | New |
| Impact Partnership Wealth, LLC | 58 | $43.9K | 0.02% | −39−40.2% | Reduced |
| Hobbs Group Advisors, LLC | 57 | $43.4K | 0.02% | +57 | New |
| GHP Investment Advisors, Inc. | 57 | $43.1K | 0.00% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 57 | $43.1K | 0.02% | −1−1.7% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 55 | $42.0K | 0.00% | −1,579−96.6% | Reduced |
| Trust Co of Vermont | 54 | $40.9K | 0.00% | +8+17.4% | Added |
