| Prudent Man Investment Management, Inc. | 60 | $64.2K | 0.02% | +40+200.0% | Added |
| South State Corp. | 61 | $65.3K | 0.00% | −1−1.6% | Reduced |
| Johnson Financial Group, Inc. | 63 | $67.4K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 64 | $68.5K | 0.10% | 00.0% | Unchanged |
| Prosperity Bancshares Inc | 64 | $68.5K | 0.06% | +64 | New |
| JCIC Asset Management Inc. | 65 | $69.5K | 0.02% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 66 | $70.6K | 0.02% | +1+1.5% | Added |
| Transce3nd, LLC | 49 | $71.3K | 0.58% | −2−3.9% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 68 | $72.8K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 68 | $73.1K | 0.00% | 00.0% | Unchanged |
| 180 GPS Investments IC Ltd | 69 | $73.8K | 0.06% | +69 | New |
| Cherry Tree Wealth Management, LLC | 69 | $73.8K | 0.02% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 70 | $74.9K | 0.01% | +39+125.8% | Added |
| Community Bank, N.A. | 71 | $76.0K | 0.01% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 72 | $77.0K | 0.04% | −9−11.1% | Reduced |
| Provenance Wealth Advisors, LLC | 72 | $77.0K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 73 | $78.1K | 0.03% | 00.0% | Unchanged |
| First Community Trust NA | 73 | $78.1K | 0.06% | 00.0% | Unchanged |
| West Branch Capital LLC | 74 | $79.2K | 0.02% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 75 | $80.2K | 0.03% | −6−7.4% | Reduced |
| True Wealth Design, LLC | 75 | $80.2K | 0.02% | +2+2.7% | Added |
| Wealth Enhancement Trust Services, Inc. | 77 | $82.4K | 0.01% | +77 | New |
| Laurel Wealth Advisors LLC | 80 | $85.6K | 0.01% | +80 | New |
| Quattro Advisors LLC | 80 | $85.8K | 0.07% | +80 | New |
| Elyxium Wealth, LLC | 82 | $87.7K | 0.02% | +82 | New |
| Bradley & Co. Private Wealth Management, LLC | 84 | $89.9K | 0.05% | 00.0% | Unchanged |
| Wellington Grp LLC | 84 | $89.9K | 0.03% | +84 | New |
| Hughes Financial Services, LLC | 86 | $92.0K | 0.01% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 87 | $93.1K | 0.05% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 91 | $97.4K | 0.04% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 91 | $97.4K | 0.05% | +91 | New |
| Frazier Financial Advisors, LLC | 92 | $98.4K | 0.06% | −130−58.6% | Reduced |
| Garton & Associates Financial Advisors LLC | 93 | $99.8K | 0.06% | +93 | New |
| Ankerstar Wealth, LLC | 98 | $104.8K | 0.10% | +98 | New |
| Private Wealth Asset Management, LLC | 100 | $106.5K | 0.01% | −30−23.1% | Reduced |
| Lavaca Capital LLC | 100 | $107.0K | 0.02% | 00.0% | Unchanged |
| Elequin Capital LP | 100 | $107.0K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 108 | $115.5K | 0.04% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 110 | $117.7K | 0.10% | +20+22.2% | Added |
| American National Bank | 112 | $119.8K | 0.01% | +42+60.0% | Added |
| Motiv8 Investments LLC | 112 | $120.0K | 0.07% | +112 | New |
| NBC Securities, Inc. | 116 | $124.1K | 0.01% | −6−4.9% | Reduced |
| Golden State Wealth Management, LLC | 116 | $124.2K | 0.01% | −12−9.4% | Reduced |
| CX Institutional | 121 | $129.0K | 0.00% | +4+3.4% | Added |
| Rossby Financial, LCC | 123 | $131.6K | 0.04% | −38−23.6% | Reduced |
| Quent Capital, LLC | 125 | $133.7K | 0.01% | +104+495.2% | Added |
| Oakworth Capital, Inc. | 126 | $134.8K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 126 | $134.8K | 0.04% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 126 | $134.8K | 0.14% | +6+5.0% | Added |
| UMA Financial Services, Inc. | 126 | $134.8K | 0.02% | +36+40.0% | Added |
| Palladiem, LLC | 127 | $136.2K | 0.13% | +127 | New |
| Rational Advisors LLC | 128 | $136.9K | 0.01% | +15+13.3% | Added |
| KBC Group NV | 128 | $137.0K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 129 | $138.0K | 0.06% | 00.0% | Unchanged |
| Greenline Wealth Management LLC | 131 | $140.1K | 0.15% | +131 | New |
| Clear Street Markets LLC | 133 | $142.3K | 0.03% | +62+87.3% | Added |
| Atlas Capital Advisors LLC | 134 | $143.4K | 0.02% | +134 | New |
| Atlantic Trust, LLC | 135 | $144.4K | 0.02% | +22+19.5% | Added |
| Hilton Head Capital Partners, LLC | 136 | $145.5K | 0.09% | +136 | New |
| ORG Partners LLC | 145 | $155.1K | 0.03% | −3−2.0% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 145 | $155.5K | 0.05% | +79+119.7% | Added |
| Orion Capital Management LLC | 147 | $157.3K | 0.05% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 147 | $157.8K | 0.06% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 149 | $159.4K | 0.02% | +2+1.4% | Added |
| Pacifica Partners Inc. | 137 | $159.4K | 0.07% | +3+2.2% | Added |
| Newbridge Financial Services Group, Inc. | 157 | $168.1K | 0.03% | 00.0% | Unchanged |
| Sumitomo Mitsui Financial Group, Inc. | 160 | $170.6K | 0.00% | +160 | New |
| MCF Advisors LLC | 163 | $174.4K | 0.01% | +21+14.8% | Added |
| Proathlete Wealth Management LLC | 170 | $181.9K | 0.05% | +70+70.0% | Added |
| J.Safra Asset Management Corp | 171 | $182.9K | 0.01% | +106+163.1% | Added |
| Bollard Group LLC | 175 | $187.0K | 0.00% | +175 | New |
| Edmond de Rothschild Holding S.A. | 176 | $188.3K | 0.00% | +13+8.0% | Added |
| Avalon Trust Co | 176 | $188.3K | 0.01% | +48+37.5% | Added |
| GHP Investment Advisors, Inc. | 178 | $190.4K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 157 | $192.8K | 0.02% | +22+16.3% | Added |
| WPG Advisers, LLC | 182 | $194.7K | 0.14% | +13+7.7% | Added |
| Centiva Capital, LP | 186 | $199.0K | 0.01% | −1,526−89.1% | Reduced |
| Integrated Investment Consultants, LLC | 188 | $201.1K | 0.04% | −75−28.5% | Reduced |
| Walkner Condon Financial Advisors LLC | 188 | $201.1K | 0.03% | +188 | New |
| ICW Investment Advisors LLC | 189 | $202.1K | 0.07% | +189 | New |
| Amussen Hunsaker Associates LLC | 189 | $202.2K | 0.02% | +189 | New |
| Carter Financial Group, INC. | 189 | $202.2K | 0.12% | +189 | New |
| Winslow Capital Management, LLC | 190 | $203.3K | 0.00% | +190 | New |
| Bridges Investment Management Inc | 190 | $203.3K | 0.00% | +190 | New |
| Pura Vida Investments, LLC | 190 | $203.3K | 0.76% | +190 | New |
| Blalock Williams, LLC | 190 | $203.3K | 0.16% | +190 | New |
| Advisory Alpha, LLC | 190 | $203.4K | 0.01% | +190 | New |
| Intellus Advisors LLC | 191 | $204.3K | 0.03% | −20−9.5% | Reduced |
| Addison Advisors LLC | 191 | $204.3K | 0.05% | +4+2.1% | Added |
| Northern Capital Management, Inc. | 192 | $205.4K | 0.11% | +192 | New |
| Donaldson Capital Management, LLC | 193 | $206.5K | 0.01% | +193 | New |
| Clark Asset Management, LLC | 193 | $206.5K | 0.02% | +193 | New |
| Townsend Asset Management Corp | 194 | $207.6K | 0.07% | +194 | New |
| Capital Asset Advisory Services LLC | 168 | $208.6K | 0.01% | +168 | New |
| Stronghold Wealth Management L.L.C. | 195 | $208.6K | 0.31% | +195 | New |
| BigSur Wealth Management LLC | 195 | $208.6K | 0.05% | −43−18.1% | Reduced |
| Apriem Advisors | 196 | $209.7K | 0.02% | +196 | New |
| Main Street Financial Solutions, LLC | 196 | $209.7K | 0.02% | +196 | New |
| Hartmann Taylor Wealth Management, LLC | 196 | $209.7K | 0.14% | +196 | New |
| Sound Income Strategies, LLC | 155 | $210.7K | 0.01% | +123+384.4% | Added |