| Financial Advisory Service, Inc. | 279 | $203.1K | 0.01% | +279 | New |
| Calton & Associates, Inc. | 278 | $202.2K | 0.03% | +278 | New |
| TriaGen Wealth Management LLC | 275 | $200.2K | 0.05% | +275 | New |
| Adirondack Trust Co | 270 | $196.5K | 0.07% | 00.0% | Unchanged |
| United Community Bank | 255 | $185.6K | 0.06% | −111−30.3% | Reduced |
| Barnes Dennig Private Wealth Management LLC | 251 | $182.7K | 0.18% | +251 | New |
| Financial Management Professionals, Inc. | 238 | $173.2K | 0.02% | +3+1.3% | Added |
| Siemens Fonds Invest GmbH | 229 | $166.7K | 0.01% | +229 | New |
| GeoWealth Management, LLC | 225 | $165.0K | 0.01% | +225 | New |
| First Horizon Corp | 208 | $151.4K | 0.01% | −46−18.1% | Reduced |
| Prudent Man Investment Management, Inc. | 260 | $143.7K | 0.05% | 00.0% | Unchanged |
| YANKCOM Partnership | 195 | $141.9K | 0.06% | +18+10.2% | Added |
| Rossby Financial, LCC | 192 | $141.2K | 0.03% | +81+73.0% | Added |
| Ares Financial Consulting, LLC | 189 | $139.3K | 0.11% | +189 | New |
| Cullen/Frost Bankers, Inc. | 189 | $137.7K | 0.00% | +90+90.9% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 186 | $135.4K | 0.02% | −30−13.9% | Reduced |
| S.A. Mason LLC | 178 | $129.6K | 0.05% | +178 | New |
| Walleye Capital LLC | 177 | $128.8K | 0.00% | −47,245−99.6% | Reduced |
| Los Angeles Capital Management LLC | 172 | $125.2K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 171 | $124.5K | 0.05% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 167 | $121.7K | 0.05% | +10+6.4% | Added |
| Ostrum Asset Management | 164 | $119.4K | 0.01% | +164 | New |
| Smartleaf Asset Management LLC | 164 | $115.6K | 0.00% | −53−24.4% | Reduced |
| Van Eck Associates Corp | 166 | $114.0K | 0.00% | −27,103−99.4% | Reduced |
| V-Square Quantitative Management LLC | 156 | $113.5K | 0.01% | −20−11.4% | Reduced |
| Root Financial Partners, LLC | 155 | $112.8K | 0.01% | +12+8.4% | Added |
| DAGCO, Inc. | 141 | $102.6K | 0.02% | 00.0% | Unchanged |
| Rothschild Investment LLC | 140 | $101.9K | 0.01% | +135+2,700.0% | Added |
| Creative Financial Designs Inc | 134 | $97.6K | 0.01% | +13+10.7% | Added |
| Plato Investment Management Ltd | 122 | $88.9K | 0.01% | +122 | New |
| Salem Investment Counselors Inc | 118 | $85.9K | 0.00% | +118 | New |
| Basecamp Wealth Advisors LLC | 114 | $83.0K | 0.02% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 105 | $77.4K | 0.03% | −15−12.5% | Reduced |
| Massmutual Trust Co FSB | 105 | $76.4K | 0.00% | −43−29.1% | Reduced |
| Larson Financial Group LLC | 104 | $75.7K | 0.00% | +30+40.5% | Added |
| Bank & Trust Co | 104 | $75.7K | 0.05% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 88 | $75.0K | 0.01% | +22+33.3% | Added |
| HM Payson & Co | 100 | $72.8K | 0.00% | +100 | New |
| Geneos Wealth Management Inc. | 97 | $70.6K | 0.00% | +52+115.6% | Added |
| WPG Advisers, LLC | 96 | $69.9K | 0.05% | −3−3.0% | Reduced |
| Smithfield Trust Co | 90 | $66.0K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 90 | $65.5K | 0.01% | +88+4,400.0% | Added |
| Park National Corp | 90 | $65.5K | 0.00% | +90 | New |
| 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 |
| SBI Securities Co., Ltd. | 88 | $64.1K | 0.00% | +11+14.3% | Added |
| Kennebec Savings Bank | 87 | $63.3K | 0.06% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 87 | $63.3K | 0.03% | +51+141.7% | Added |
| Aster Capital Management (DIFC) Ltd | 145 | $62.9K | 0.02% | +145 | New |
| Measured Wealth Private Client Group, LLC | 86 | $62.6K | 0.02% | −18−17.3% | Reduced |
| CX Institutional | 80 | $58.0K | 0.00% | +19+31.1% | Added |
| CVA Family Office, LLC | 77 | $56.0K | 0.01% | +53+220.8% | Added |
| Western Pacific Wealth Management, LP | 71 | $51.7K | 0.05% | +71 | New |
| Colonial Trust Co | 70 | $51.0K | 0.01% | −11−13.6% | Reduced |
| Johnson Financial Group, Inc. | 69 | $50.2K | 0.00% | −493−87.7% | Reduced |
| RMG Wealth Management LLC | 56 | $49.1K | 0.01% | +40+250.0% | Added |
| True Wealth Design, LLC | 61 | $44.4K | 0.01% | +7+13.0% | Added |
| NBC Securities, Inc. | 60 | $43.7K | 0.00% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 58 | $42.2K | 0.03% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 55 | $40.1K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 55 | $40.0K | 0.02% | +3+5.8% | Added |
| Atlantic Union Bankshares Corp | 52 | $37.8K | 0.00% | −6−10.3% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 50 | $36.9K | 0.00% | −17−25.4% | Reduced |
| Highline Wealth Partners LLC | 50 | $36.4K | 0.01% | +50 | New |
| Contravisory Investment Management, Inc. | 48 | $34.9K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 46 | $34.2K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 46 | $33.5K | 0.00% | +46 | New |
| Bryn Mawr Trust Co | 45 | $32.8K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 45 | $32.8K | 0.02% | +45 | New |
| Twin Peaks Wealth Advisors, LLC | 41 | $29.8K | 0.01% | +41 | New |
| Bell Investment Advisors, Inc | 40 | $29.1K | 0.00% | +1+2.6% | Added |
| EFG International AG | 38 | $27.7K | 0.00% | +38 | New |
| Zions Bancorporation, National Association | 36 | $26.2K | 0.00% | −5,741−99.4% | Reduced |
| Opal Wealth Advisors, LLC | 35 | $25.5K | 0.01% | +35 | New |
| St Germain D J Co Inc | 35 | $25.5K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 34 | $24.7K | 0.00% | −143−80.8% | Reduced |
| Truvestments Capital LLC | 32 | $23.3K | 0.00% | +7+28.0% | Added |
| Private Wealth Management Group, LLC | 31 | $22.6K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 30 | $21.8K | 0.00% | +16+114.3% | Added |
| Owl Creek Wealth Partners LLC | 30 | $21.8K | 0.01% | +30 | New |
| Addison Advisors LLC | 29 | $21.1K | 0.00% | +6+26.1% | Added |
| HHM Wealth Advisors, LLC | 28 | $20.4K | 0.00% | +28 | New |
| Bogart Wealth, LLC | 27 | $19.7K | 0.00% | −99−78.6% | Reduced |
| Advocate Investing Services LLC | 27 | $19.7K | 0.02% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 26 | $19.0K | 0.01% | −10−27.8% | Reduced |
| Frazier Financial Advisors, LLC | 26 | $18.9K | 0.01% | 00.0% | Unchanged |
| Triumph Capital Management | 25 | $18.2K | 0.00% | +9+56.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 25 | $18.2K | 0.00% | −4−13.8% | Reduced |
| Anchor Investment Management, LLC | 25 | $18.2K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 25 | $18.0K | 0.00% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 25 | $18.0K | 0.00% | +25 | New |
| Washington Trust Advisors, Inc. | 21 | $15.4K | 0.00% | −1−4.5% | Reduced |
| Capital Advisors, Ltd. LLC | 21 | $15.0K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 20 | $14.6K | 0.01% | +9+81.8% | Added |
| Covestor Ltd | 19 | $14.0K | 0.01% | −15−44.1% | Reduced |
| Sound Income Strategies, LLC | 18 | $13.3K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 18 | $13.1K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 17 | $12.4K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 16 | $11.6K | 0.00% | +1+6.7% | Added |
| Glen Eagle Advisors, LLC | 16 | $11.6K | 0.00% | +1+6.7% | Added |
