| Contravisory Investment Management, Inc. | 48 | $34.9K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 50 | $36.4K | 0.01% | +50 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 50 | $36.9K | 0.00% | −17−25.4% | Reduced |
| Atlantic Union Bankshares Corp | 52 | $37.8K | 0.00% | −6−10.3% | Reduced |
| Vermillion Wealth Management, Inc. | 55 | $40.0K | 0.02% | +3+5.8% | Added |
| Golden State Wealth Management, LLC | 55 | $40.1K | 0.00% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 58 | $42.2K | 0.03% | 00.0% | Unchanged |
| NBC Securities, Inc. | 60 | $43.7K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 61 | $44.4K | 0.01% | +7+13.0% | Added |
| RMG Wealth Management LLC | 56 | $49.1K | 0.01% | +40+250.0% | Added |
| Johnson Financial Group, Inc. | 69 | $50.2K | 0.00% | −493−87.7% | Reduced |
| Colonial Trust Co | 70 | $51.0K | 0.01% | −11−13.6% | Reduced |
| Western Pacific Wealth Management, LP | 71 | $51.7K | 0.05% | +71 | New |
| CVA Family Office, LLC | 77 | $56.0K | 0.01% | +53+220.8% | Added |
| CX Institutional | 80 | $58.0K | 0.00% | +19+31.1% | Added |
| Measured Wealth Private Client Group, LLC | 86 | $62.6K | 0.02% | −18−17.3% | Reduced |
| Aster Capital Management (DIFC) Ltd | 145 | $62.9K | 0.02% | +145 | New |
| Kennebec Savings Bank | 87 | $63.3K | 0.06% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 87 | $63.3K | 0.03% | +51+141.7% | Added |
| SBI Securities Co., Ltd. | 88 | $64.1K | 0.00% | +11+14.3% | Added |
| JFS Wealth Advisors, LLC | 89 | $64.8K | 0.00% | +1+1.1% | Added |
| Bank of Jackson Hole Trust | 89 | $64.8K | 0.03% | +29+48.3% | Added |
| Park National Corp | 90 | $65.5K | 0.00% | +90 | New |
| Cedar Mountain Advisors, LLC | 90 | $65.5K | 0.01% | +88+4,400.0% | Added |
| Smithfield Trust Co | 90 | $66.0K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 96 | $69.9K | 0.05% | −3−3.0% | Reduced |
| Geneos Wealth Management Inc. | 97 | $70.6K | 0.00% | +52+115.6% | Added |
| HM Payson & Co | 100 | $72.8K | 0.00% | +100 | New |
| Cornerstone Planning Group LLC | 88 | $75.0K | 0.01% | +22+33.3% | Added |
| Bank & Trust Co | 104 | $75.7K | 0.05% | 00.0% | Unchanged |
| Larson Financial Group LLC | 104 | $75.7K | 0.00% | +30+40.5% | Added |
| Massmutual Trust Co FSB | 105 | $76.4K | 0.00% | −43−29.1% | Reduced |
| Cornerstone National Bank & Trust Co | 105 | $77.4K | 0.03% | −15−12.5% | Reduced |
| Basecamp Wealth Advisors LLC | 114 | $83.0K | 0.02% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 118 | $85.9K | 0.00% | +118 | New |
| Plato Investment Management Ltd | 122 | $88.9K | 0.01% | +122 | New |
| Creative Financial Designs Inc | 134 | $97.6K | 0.01% | +13+10.7% | Added |
| Rothschild Investment LLC | 140 | $101.9K | 0.01% | +135+2,700.0% | Added |
| DAGCO, Inc. | 141 | $102.6K | 0.02% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 155 | $112.8K | 0.01% | +12+8.4% | Added |
| V-Square Quantitative Management LLC | 156 | $113.5K | 0.01% | −20−11.4% | Reduced |
| Van Eck Associates Corp | 166 | $114.0K | 0.00% | −27,103−99.4% | Reduced |
| Smartleaf Asset Management LLC | 164 | $115.6K | 0.00% | −53−24.4% | Reduced |
| Ostrum Asset Management | 164 | $119.4K | 0.01% | +164 | New |
| Westfuller Advisors, LLC | 167 | $121.7K | 0.05% | +10+6.4% | Added |
| Legacy Bridge, LLC | 171 | $124.5K | 0.05% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 172 | $125.2K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 177 | $128.8K | 0.00% | −47,245−99.6% | Reduced |
| S.A. Mason LLC | 178 | $129.6K | 0.05% | +178 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 186 | $135.4K | 0.02% | −30−13.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 189 | $137.7K | 0.00% | +90+90.9% | Added |
| Ares Financial Consulting, LLC | 189 | $139.3K | 0.11% | +189 | New |
| Rossby Financial, LCC | 192 | $141.2K | 0.03% | +81+73.0% | Added |
| YANKCOM Partnership | 195 | $141.9K | 0.06% | +18+10.2% | Added |
| Prudent Man Investment Management, Inc. | 260 | $143.7K | 0.05% | 00.0% | Unchanged |
| First Horizon Corp | 208 | $151.4K | 0.01% | −46−18.1% | Reduced |
| GeoWealth Management, LLC | 225 | $165.0K | 0.01% | +225 | New |
| Siemens Fonds Invest GmbH | 229 | $166.7K | 0.01% | +229 | New |
| Financial Management Professionals, Inc. | 238 | $173.2K | 0.02% | +3+1.3% | Added |
| Barnes Dennig Private Wealth Management LLC | 251 | $182.7K | 0.18% | +251 | New |
| United Community Bank | 255 | $185.6K | 0.06% | −111−30.3% | Reduced |
| Adirondack Trust Co | 270 | $196.5K | 0.07% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 275 | $200.2K | 0.05% | +275 | New |
| Calton & Associates, Inc. | 278 | $202.2K | 0.03% | +278 | New |
| Financial Advisory Service, Inc. | 279 | $203.1K | 0.01% | +279 | New |
| Syverson Strege & Co | 279 | $203.1K | 0.05% | +279 | New |
| First Affirmative Financial Network | 281 | $204.2K | 0.08% | +281 | New |
| SNS Financial Group, LLC | 281 | $204.2K | 0.02% | +281 | New |
| Per Stirling Capital Management, LLC. | 284 | $206.7K | 0.02% | +284 | New |
| S&A Financial Services, Inc. | 285 | $207.4K | 0.14% | +285 | New |
| FIL Ltd | 287 | $208.9K | 0.00% | +249+655.3% | Added |
| Aprio Wealth Management, LLC | 288 | $209.6K | 0.01% | +288 | New |
| Quantum Financial Advisors, LLC | 291 | $212.2K | 0.02% | +291 | New |
| Fulcrum Equity Management | 292 | $212.5K | 0.21% | +292 | New |
| Cordatus Wealth Management LLC | 293 | $213.2K | 0.05% | +293 | New |
| Werba Rubin Papier Wealth Management | 293 | $213.3K | 0.03% | +293 | New |
| Alliance Wealth Advisors, LLC | 294 | $214.0K | 0.05% | −108−26.9% | Reduced |
| Claro Advisors LLC | 296 | $215.4K | 0.03% | +296 | New |
| Thompson Davis & Co., Inc. | 297 | $216.2K | 0.14% | +297 | New |
| Colonial Trust Advisors | 298 | $217.0K | 0.02% | −50−14.4% | Reduced |
| Country Trust Bank | 300 | $218.4K | 0.00% | 00.0% | Unchanged |
| Welch Group, LLC | 300 | $218.4K | 0.01% | +300 | New |
| Crescent Grove Advisors, LLC | 300 | $218.4K | 0.02% | +300 | New |
| Asset Allocation Strategies LLC | 300 | $218.4K | 0.04% | +300 | New |
| Stonebridge Financial Group, LLC | 300 | $218.7K | 0.18% | +300 | New |
| Pinnacle Bancorp, Inc. | 303 | $220.5K | 0.07% | +14+4.8% | Added |
| Quent Capital, LLC | 305 | $222.1K | 0.02% | −24−7.3% | Reduced |
| Argos Wealth Advisors, LLC | 310 | $225.6K | 0.06% | +310 | New |
| Basepoint Wealth LLC | 312 | $226.8K | 0.13% | +1+0.3% | Added |
| Royal Fund Management, LLC | 314 | $228.5K | 0.02% | +314 | New |
| Allen Investment Management LLC | 315 | $229.3K | 0.00% | +315 | New |
| Financial Network Wealth Advisors LLC | 317 | $230.8K | 0.24% | −21−6.2% | Reduced |
| American State Bank (Iowa) | 318 | $231.5K | 0.11% | +318 | New |
| Red Door Wealth Management, LLC | 319 | $232.2K | 0.02% | +319 | New |
| U.S. Capital Wealth Advisors, LLC | 319 | $232.2K | 0.01% | +319 | New |
| EntryPoint Capital, LLC | 319 | $232.2K | 0.07% | +319 | New |
| NewEdge Wealth, LLC | 320 | $232.9K | 0.00% | −194−37.7% | Reduced |
| Archer Investment Corp | 320 | $232.9K | 0.05% | −18−5.3% | Reduced |
| Autumn Glory Partners, LLC | 320 | $232.9K | 0.09% | +320 | New |
| Everhart Financial Group, Inc. | 321 | $233.6K | 0.02% | +321 | New |
