| Pingora Partners LLC | 60 | $79.3K | 0.05% | 00.0% | Unchanged |
| Albion Financial Group | 60 | $79.3K | 0.01% | +14+30.4% | Added |
| Silver Grove Financial Group, Inc. | 61 | $80.6K | 0.06% | +61 | New |
| Truvestments Capital LLC | 62 | $81.9K | 0.01% | +55+785.7% | Added |
| J. Stern & Co. LLP | 62 | $81.9K | 0.01% | +62 | New |
| Vanguard National Trust Co | 63 | $83.2K | 0.01% | +63 | New |
| Johnson Financial Group, Inc. | 63 | $83.2K | 0.00% | 00.0% | Unchanged |
| Prosperity Bancshares Inc | 64 | $84.5K | 0.07% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 65 | $85.9K | 0.03% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 65 | $85.9K | 0.02% | +8+14.0% | Added |
| Key Financial Inc | 65 | $85.9K | 0.02% | +27+71.1% | Added |
| Measured Wealth Private Client Group, LLC | 66 | $87.2K | 0.02% | 00.0% | Unchanged |
| Adirondack Trust Co | 68 | $89.8K | 0.03% | −5−6.8% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 68 | $89.8K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 68 | $89.8K | 0.00% | +7+11.5% | Added |
| Intentional Wealth Strategies, LLC | 69 | $91.1K | 0.08% | +69 | New |
| Cherry Tree Wealth Management, LLC | 69 | $91.1K | 0.02% | 00.0% | Unchanged |
| Avenir Tech Ltd | 70 | $92.5K | 0.01% | +70 | New |
| Ritter Daniher Financial Advisory LLC | 70 | $92.5K | 0.02% | 00.0% | Unchanged |
| Community Bank, N.A. | 71 | $93.8K | 0.01% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 71 | $93.8K | 0.00% | +54+317.6% | Added |
| Tiaa Trust, National Association | 72 | $95.1K | 0.01% | −1,530−95.5% | Reduced |
| Provenance Wealth Advisors, LLC | 72 | $95.1K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 73 | $96.0K | 0.00% | +15+25.9% | Added |
| First Community Trust NA | 73 | $96.4K | 0.07% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 73 | $96.4K | 0.02% | +30+69.8% | Added |
| Legacy Wealth Managment, LLC | 74 | $97.7K | 0.05% | +2+2.8% | Added |
| Medallion Wealth Advisors, LLC | 75 | $99.1K | 0.03% | 00.0% | Unchanged |
| Stelac Advisory Services LLC | 76 | $100.4K | 0.02% | +76 | New |
| Bell Investment Advisors, Inc | 78 | $103.0K | 0.02% | +38+95.0% | Added |
| Bradley & Co. Private Wealth Management, LLC | 84 | $110.9K | 0.06% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 85 | $111.6K | 0.01% | +8+10.4% | Added |
| Creative Financial Designs Inc | 85 | $112.8K | 0.01% | +17+25.0% | Added |
| Hughes Financial Services, LLC | 86 | $113.6K | 0.02% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 87 | $114.9K | 0.10% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 91 | $120.0K | 0.06% | 00.0% | Unchanged |
| Costello Asset Management, INC | 92 | $121.5K | 0.04% | +46+100.0% | Added |
| Frazier Financial Advisors, LLC | 92 | $121.5K | 0.07% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 95 | $125.5K | 0.02% | +45+90.0% | Added |
| True Wealth Design, LLC | 97 | $128.1K | 0.04% | +22+29.3% | Added |
| Timothy G. Youngquist 2020 Irrevocable Trust | 99 | $130.8K | 0.06% | +99 | New |
| Private Wealth Asset Management, LLC | 100 | $131.5K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 100 | $132.1K | 0.00% | −296−74.7% | Reduced |
| Quantbot Technologies LP | 100 | $132.1K | 0.01% | +100 | New |
| ZRC Wealth Management, LLC | 108 | $142.7K | 0.05% | 00.0% | Unchanged |
| American National Bank | 109 | $144.0K | 0.01% | −3−2.7% | Reduced |
| Atlantic Trust, LLC | 113 | $149.3K | 0.02% | −22−16.3% | Reduced |
| Financial Network Wealth Advisors LLC | 114 | $150.6K | 0.15% | −12−9.5% | Reduced |
| Axiom Investment Management LLC | 114 | $150.6K | 0.11% | +114 | New |
| Accent Capital Management, LLC | 115 | $151.9K | 0.07% | +57+98.3% | Added |
| Main Street Group, LTD | 115 | $151.9K | 0.04% | +115 | New |
| Atlantic Private Wealth, LLC | 117 | $154.4K | 0.10% | +85+265.6% | Added |
| Pension & Wealth Management Advisors, Inc. | 117 | $154.8K | 0.05% | −28−19.3% | Reduced |
| Hilton Head Capital Partners, LLC | 122 | $161.1K | 0.09% | −14−10.3% | Reduced |
| NBC Securities, Inc. | 122 | $161.1K | 0.01% | +6+5.2% | Added |
| Global Assets Advisory, LLC | 123 | $162.5K | 0.05% | −324−72.5% | Reduced |
| Oakworth Capital, Inc. | 126 | $166.4K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 126 | $166.4K | 0.05% | 00.0% | Unchanged |
| KBC Group NV | 128 | $169.0K | 0.00% | 00.0% | Unchanged |
| Rational Advisors LLC | 128 | $169.1K | 0.02% | 00.0% | Unchanged |
| SBI Okasan Asset Management Co.Ltd. | 135 | $169.3K | 0.01% | +135 | New |
| WealthCollab, LLC | 129 | $170.4K | 0.07% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 134 | $177.0K | 0.02% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 134 | $177.0K | 0.01% | +134 | New |
| UMA Financial Services, Inc. | 135 | $178.3K | 0.02% | +9+7.1% | Added |
| Pacifica Partners Inc. | 137 | $181.0K | 0.06% | 00.0% | Unchanged |
| WPG Advisers, LLC | 144 | $190.2K | 0.14% | −38−20.9% | Reduced |
| Whipplewood Advisors, LLC | 144 | $190.2K | 0.10% | +118+453.8% | Added |
| Proathlete Wealth Management LLC | 145 | $191.5K | 0.05% | −25−14.7% | Reduced |
| Orion Capital Management LLC | 147 | $194.2K | 0.07% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 148 | $195.5K | 0.04% | +148 | New |
| Rossby Financial, LCC | 147 | $199.9K | 0.04% | +24+19.5% | Added |
| Perpetual Ltd | 152 | $200.8K | 0.00% | −100−39.7% | Reduced |
| Investment Advisory Services Inc | 152 | $200.8K | 0.06% | +152 | New |
| Kanawha Capital Management LLC | 153 | $202.1K | 0.01% | +153 | New |
| Phillips Financial Management, LLC | 153 | $202.1K | 0.01% | +153 | New |
| German American Bancorp, Inc. | 154 | $203.4K | 0.02% | +154 | New |
| Arlington Partners LLC | 154 | $203.4K | 0.41% | +154 | New |
| First Financial Group Corp | 154 | $204.4K | 0.17% | +154 | New |
| Magnetar Financial LLC | 155 | $204.7K | 0.00% | +155 | New |
| Clear Wave Wealth Management LLC | 155 | $204.7K | 0.05% | +155 | New |
| EJMK Ventures LLC | 155 | $204.7K | 0.11% | +155 | New |
| StoneX Group Inc. | 155 | $205.1K | 0.01% | −375−70.8% | Reduced |
| Investments & Financial Planning, LLC | 156 | $205.4K | 0.11% | +156 | New |
| Holistic Financial Partners | 156 | $206.1K | 0.08% | +156 | New |
| Eddie Patel Inc | 157 | $207.2K | 0.16% | −177−53.0% | Reduced |
| Security Financial Services, INC. | 157 | $207.4K | 0.03% | +157 | New |
| Aletheian Wealth Advisors LLC | 157 | $207.4K | 0.10% | +157 | New |
| Trust Co of the South | 157 | $207.4K | 0.03% | +157 | New |
| Occidental Asset Management, LLC | 157 | $207.8K | 0.02% | +157 | New |
| Cheviot Value Management, LLC | 158 | $208.7K | 0.02% | 00.0% | Unchanged |
| Hidden Cove Wealth Management, LLC | 158 | $208.7K | 0.13% | +158 | New |
| Wealth Group, Ltd. | 158 | $209.0K | 0.19% | +158 | New |
| MCF Advisors LLC | 159 | $210.0K | 0.01% | −4−2.5% | Reduced |
| West Paces Advisors Inc. | 159 | $210.0K | 0.04% | +159 | New |
| Richmond Investment Services, LLC | 159 | $210.0K | 0.03% | +159 | New |
| Brian Low Financial Group, LLC | 159 | $210.0K | 0.14% | +159 | New |
| CLG LLC | 159 | $210.3K | 0.05% | +159 | New |
| Fortis Capital Management LLC | 159 | $210.6K | 0.03% | +159 | New |
| Continental Investors Services, Inc. | 135 | $211.4K | 0.20% | +135 | New |