| Resources Management Corp | 25 | $24.0K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 25 | $24.2K | 0.02% | −153−86.0% | Reduced |
| Barrett & Company, Inc. | 25 | $24.2K | 0.01% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 25 | $24.2K | 0.02% | +21+525.0% | Added |
| North Capital, Inc. | 26 | $25.2K | 0.02% | +1+4.0% | Added |
| Manning & Napier Advisors LLC | 26 | $25.2K | 0.00% | +26 | New |
| City Holding Co | 27 | $26.1K | 0.00% | +27 | New |
| Keener Financial Planning LLC | 28 | $27.0K | 0.01% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 28 | $27.1K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 28 | $27.1K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 29 | $28.1K | 0.00% | +1+3.6% | Added |
| Wolff Wiese Magana LLC | 30 | $29.0K | 0.02% | −60−66.7% | Reduced |
| Kathleen S. Wright Associates Inc. | 30 | $29.0K | 0.01% | 00.0% | Unchanged |
| Birchbrook, Inc. | 30 | $29.0K | 0.02% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 31 | $30.0K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 31 | $30.0K | 0.03% | +7+29.2% | Added |
| Beaird Harris Wealth Management, LLC | 31 | $30.4K | 0.00% | +2+6.9% | Added |
| Atlantic Private Wealth, LLC | 32 | $30.8K | 0.02% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 32 | $31.0K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 32 | $31.4K | 0.00% | +7+28.0% | Added |
| Chesapeake Asset Management LLC | 33 | $31.9K | 0.03% | +33 | New |
| Princeton Global Asset Management LLC | 33 | $31.9K | 0.01% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 32 | $32.1K | 0.02% | +13+68.4% | Added |
| FWL Investment Management, LLC | 35 | $33.9K | 0.01% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 35 | $33.9K | 0.01% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 35 | $33.9K | 0.01% | +35 | New |
| JPL Wealth Management, LLC | 35 | $33.9K | 0.01% | +35 | New |
| North Ridge Wealth Advisors, Inc. | 36 | $34.9K | 0.02% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 37 | $35.0K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 36 | $35.2K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 37 | $35.8K | 0.03% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 37 | $35.8K | 0.01% | +1+2.8% | Added |
| Transce3nd, LLC | 51 | $36.1K | 0.32% | −844−94.3% | Reduced |
| Silicon Valley Capital Partners | 38 | $37.1K | 0.00% | −32−45.7% | Reduced |
| Prestige Wealth Management Group LLC | 39 | $37.8K | 0.01% | 00.0% | Unchanged |
| Essential Partners LLC | 39 | $37.8K | 0.01% | +39 | New |
| Key Financial Inc | 38 | $38.1K | 0.01% | 00.0% | Unchanged |
| Robinswood Financial LLC | 40 | $38.7K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 40 | $38.7K | 0.00% | +30+300.0% | Added |
| Reyes Financial Architecture, Inc. | 40 | $38.7K | 0.03% | +40 | New |
| Maseco LLP | 40 | $39.0K | 0.00% | 00.0% | Unchanged |
| Strive Asset Management, LLC | 41 | $39.7K | 0.02% | +41 | New |
| Banque Cantonale Vaudoise | 41 | $40.0K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 42 | $40.7K | 0.01% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 44 | $42.6K | 0.00% | −13−22.8% | Reduced |
| Caitlin John, LLC | 44 | $42.7K | 0.03% | +44 | New |
| Thompson Investment Management, Inc. | 45 | $43.6K | 0.01% | 00.0% | Unchanged |
| Kennebec Savings Bank | 45 | $43.6K | 0.04% | 00.0% | Unchanged |
| Costello Asset Management, INC | 45 | $43.6K | 0.01% | +3+7.1% | Added |
| Parvin Asset Management, LLC | 45 | $43.6K | 0.04% | +25+125.0% | Added |
| Albion Financial Group | 46 | $44.5K | 0.00% | +10+27.8% | Added |
| Caitong International Asset Management Co., Ltd | 47 | $45.5K | 0.03% | +47 | New |
| Transamerica Financial Advisors, Inc. | 49 | $46.6K | 0.00% | +49 | New |
| TD Capital Management LLC | 49 | $47.5K | 0.00% | 00.0% | Unchanged |
| Employees Retirement System of Texas | 50 | $48.0K | 0.00% | +50 | New |
| Stance Capital LLC | 51 | $48.9K | 0.02% | +51 | New |
| Raffa Wealth Management, LLC | 51 | $49.4K | 0.01% | +3+6.3% | Added |
| Halbert Hargrove Global Advisors, LLC | 51 | $49.5K | 0.00% | +6+13.3% | Added |
| Trust Co of Vermont | 53 | $51.3K | 0.00% | +17+47.2% | Added |
| GW&K Investment Management, LLC | 55 | $53.0K | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 55 | $53.2K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 56 | $54.2K | 0.04% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 57 | $55.2K | 0.01% | +57 | New |
| Atlantic Edge Private Wealth Management, LLC | 57 | $55.2K | 0.01% | +45+375.0% | Added |
| Accent Capital Management, LLC | 58 | $56.1K | 0.02% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 58 | $56.1K | 0.01% | −9−13.4% | Reduced |
| Pathway Financial Advisers, LLC | 60 | $56.3K | 0.02% | +60 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 59 | $57.1K | 0.00% | −120−67.0% | Reduced |
| Evelyn Partners Investment Management Services Ltd | 59 | $57.1K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 59 | $57.1K | 0.01% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 60 | $58.1K | 0.02% | 00.0% | Unchanged |
| Pingora Partners LLC | 60 | $58.1K | 0.04% | 00.0% | Unchanged |
| South State Corp. | 62 | $60.0K | 0.00% | −4−6.1% | Reduced |
| Johnson Financial Group, Inc. | 63 | $61.0K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 64 | $62.0K | 0.09% | 00.0% | Unchanged |
| Binnacle Investments Inc | 64 | $62.0K | 0.04% | +30+88.2% | Added |
| Manchester Capital Management LLC | 65 | $62.9K | 0.01% | −85−56.7% | Reduced |
| JCIC Asset Management Inc. | 65 | $62.9K | 0.02% | +65 | New |
| Measured Wealth Private Client Group, LLC | 65 | $62.9K | 0.02% | +65 | New |
| J.Safra Asset Management Corp | 65 | $62.9K | 0.00% | +5+8.3% | Added |
| Pension & Wealth Management Advisors, Inc. | 66 | $64.4K | 0.02% | +52+371.4% | Added |
| Foster Dykema Cabot & Partners, LLC | 68 | $65.8K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 68 | $66.1K | 0.00% | +2+3.0% | Added |
| Cherry Tree Wealth Management, LLC | 69 | $66.8K | 0.01% | 00.0% | Unchanged |
| American National Bank | 70 | $67.8K | 0.01% | −177−71.7% | Reduced |
| Clear Street Markets LLC | 71 | $68.7K | 0.02% | +71 | New |
| Community Bank, N.A. | 71 | $68.7K | 0.01% | +71 | New |
| Provenance Wealth Advisors, LLC | 72 | $69.7K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 73 | $70.7K | 0.02% | +7+10.6% | Added |
| First Community Trust NA | 73 | $70.7K | 0.05% | 00.0% | Unchanged |
| True Wealth Design, LLC | 73 | $70.7K | 0.02% | +56+329.4% | Added |
| Bruce G. Allen Investments, LLC | 74 | $71.6K | 0.05% | −1−1.3% | Reduced |
| West Branch Capital LLC | 74 | $71.6K | 0.02% | +74 | New |
| MRP Capital Investments, LLC | 90 | $72.1K | 0.06% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 81 | $78.4K | 0.03% | +6+8.0% | Added |
| Legacy Wealth Managment, LLC | 81 | $78.4K | 0.04% | −7−8.0% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 84 | $81.3K | 0.05% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 85 | $82.3K | 0.00% | −42−33.1% | Reduced |
| Wealth Preservation Advisors, LLC | 87 | $84.2K | 0.05% | +87 | New |
| GPS Wealth Strategies Group, LLC | 90 | $87.1K | 0.01% | +15+20.0% | Added |