| LifeGuide Financial Advisors, LLC | 306 | $218.2K | 0.06% | +306 | New |
| Kestra Investment Management, LLC | 305 | $217.6K | 0.00% | +305 | New |
| Miller Howard Investments Inc | 305 | $217.5K | 0.01% | +305 | New |
| Guardian Wealth Advisors, LLC | 305 | $217.5K | 0.01% | +305 | New |
| Cape Investment Advisory, Inc. | 304 | $216.8K | 0.06% | +304 | New |
| Lee Financial Co | 303 | $216.1K | 0.03% | +303 | New |
| Flagship Harbor Advisors, LLC | 303 | $216.1K | 0.01% | −129−29.9% | Reduced |
| Founders Financial Alliance, LLC | 301 | $214.9K | 0.03% | −808−72.9% | Reduced |
| Barlow Wealth Partners, Inc. | 321 | $214.8K | 0.02% | 00.0% | Unchanged |
| Syverson Strege & Co | 301 | $214.7K | 0.05% | +301 | New |
| Castleark Management LLC | 300 | $214.0K | 0.01% | 00.0% | Unchanged |
| NTV Asset Management LLC | 300 | $214.0K | 0.02% | +300 | New |
| ProVise Management Group, LLC | 300 | $214.0K | 0.01% | +300 | New |
| Baker Ellis Asset Management LLC | 300 | $214.0K | 0.02% | +300 | New |
| Poehling Capital Management, LLC | 300 | $214.0K | 0.05% | +300 | New |
| Redwood Financial Network Corp | 300 | $213.8K | 0.12% | +300 | New |
| Ancora Advisors, LLC | 298 | $212.5K | 0.00% | −82−21.6% | Reduced |
| F/M Investments LLC | 298 | $212.5K | 0.01% | +298 | New |
| Family Wealth Partners, LLC | 298 | $212.5K | 0.07% | +298 | New |
| Berkshire Asset Management LLC | 297 | $211.8K | 0.01% | +297 | New |
| Affinity Capital Advisors, LLC | 311 | $210.9K | 0.03% | +311 | New |
| Argentarii, LLC | 333 | $210.8K | 0.06% | +333 | New |
| Kiley Juergens Wealth Management, LLC | 295 | $210.4K | 0.03% | +295 | New |
| JMN Financial LLC | 295 | $210.4K | 0.16% | +295 | New |
| Archetype Wealth Partners | 295 | $210.0K | 0.02% | +295 | New |
| NBC Securities, Inc. | 294 | $209.7K | 0.01% | −258−46.7% | Reduced |
| Paragon Capital Management Ltd | 293 | $209.6K | 0.04% | +293 | New |
| Investor's Fiduciary Advisor Network, LLC | 293 | $209.0K | 0.07% | −181−38.2% | Reduced |
| Matters Capital LLC | 291 | $207.5K | 0.15% | +291 | New |
| Claro Advisors LLC | 290 | $207.0K | 0.02% | +290 | New |
| Shulman DeMeo Asset Management LLC | 290 | $207.0K | 0.04% | +290 | New |
| Meridian Investment Counsel Inc. | 290 | $206.8K | 0.04% | +290 | New |
| Dickmeyer Boyce Financial Management, Inc. | 290 | $206.8K | 0.11% | +290 | New |
| REAP Financial Group, LLC | 288 | $205.6K | 0.04% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 287 | $204.9K | 0.02% | +287 | New |
| Trust Investment Advisors | 287 | $204.7K | 0.10% | +287 | New |
| Fragasso Group Inc. | 287 | $204.7K | 0.01% | +287 | New |
| WealthPLAN Partners, LLC | 286 | $204.0K | 0.04% | +286 | New |
| Peachtree Investment Partners, LLC | 285 | $203.4K | 0.07% | +285 | New |
| Breakwater Capital Group | 285 | $203.3K | 0.02% | −199−41.1% | Reduced |
| JBR Co Financial Management Inc | 281 | $200.4K | 0.07% | +281 | New |
| Grant Private Wealth Management Inc | 281 | $200.4K | 0.08% | +281 | New |
| Parallax Volatility Advisers, L.P. | 280 | $199.7K | 0.01% | +280 | New |
| Piscataqua Savings Bank | 279 | $199.0K | 0.13% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 275 | $196.1K | 0.03% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 267 | $190.4K | 0.02% | +100+59.9% | Added |
| Walsh & Associates, LLC | 264 | $188.3K | 0.15% | 00.0% | Unchanged |
| Park Place Capital Corp | 261 | $186.1K | 0.03% | −37−12.4% | Reduced |
| Delta Asset Management LLC | 255 | $181.9K | 0.02% | 00.0% | Unchanged |
| Orion Capital Management LLC | 247 | $176.2K | 0.05% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 246 | $175.5K | 0.10% | +24+10.8% | Added |
| Keating Financial Advisory Services, Inc. | 246 | $175.4K | 0.02% | +60+32.3% | Added |
| LifeSteps Financial, Inc. | 243 | $173.3K | 0.08% | +243 | New |
| Avanza Fonder AB | 240 | $171.2K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 239 | $170.5K | 0.03% | +4+1.7% | Added |
| Riverview Trust Co | 239 | $170.5K | 0.20% | 00.0% | Unchanged |
| LRI Investments, LLC | 239 | $170.1K | 0.01% | +130+119.3% | Added |
| Spence Asset Management | 2,380 | $170.0K | 0.04% | +2,208+1,283.7% | Added |
| Swiss Re Ltd | 237 | $169.0K | 0.02% | +201+558.3% | Added |
| Nemes Rush Group LLC | 230 | $164.0K | 0.01% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 230 | $164.0K | 0.05% | +58+33.7% | Added |
| Covestor Ltd | 226 | $162.0K | 0.09% | +186+465.0% | Added |
| Princeton Global Asset Management LLC | 223 | $159.0K | 0.02% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 221 | $158.0K | 0.01% | 00.0% | Unchanged |
| Richards, Merrill & Peterson, Inc. | 220 | $156.9K | 0.05% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 214 | $152.6K | 0.09% | +88+69.8% | Added |
| Tidemark, LLC | 212 | $151.2K | 0.03% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 208 | $148.3K | 0.08% | +208 | New |
| Peoples Financial Services Corp. | 207 | $147.6K | 0.06% | 00.0% | Unchanged |
| Mosley Wealth Management | 206 | $147.0K | 0.05% | +5+2.5% | Added |
| Swisher Financial Concepts, Inc. | 205 | $145.9K | 0.09% | −392−65.7% | Reduced |
| Kimelman & Baird, LLC | 200 | $142.6K | 0.01% | −100−33.3% | Reduced |
| MTM Investment Management, LLC | 200 | $142.6K | 0.04% | 00.0% | Unchanged |
| Tower Trust & Investment Co | 200 | $142.6K | 0.09% | 00.0% | Unchanged |
| Abound Financial, LLC | 200 | $142.6K | 0.06% | +200 | New |
| Prosperity Bancshares Inc | 197 | $140.5K | 0.09% | +25+14.5% | Added |
| Kozak & Associates, Inc. | 205 | $140.1K | 0.02% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 195 | $139.1K | 0.07% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 190 | $135.5K | 0.04% | +30+18.8% | Added |
| Newbridge Financial Services Group, Inc. | 188 | $134.0K | 0.02% | +71+60.7% | Added |
| Munich Reinsurance Co Stock Corp in Munich | 186 | $132.7K | 0.00% | −45−19.5% | Reduced |
| SJS Investment Consulting Inc. | 185 | $132.0K | 0.01% | +40+27.6% | Added |
| Provenance Wealth Advisors, LLC | 183 | $130.5K | 0.01% | +10+5.8% | Added |
| Dakota Community Bank & Trust NA | 183 | $130.5K | 0.40% | +183 | New |
| SHP Wealth Management | 182 | $129.7K | 0.01% | −5−2.7% | Reduced |
| Bangor Savings Bank | 176 | $125.5K | 0.01% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 174 | $124.1K | 0.01% | +174 | New |
| Hager Investment Management Services, LLC | 172 | $122.7K | 0.06% | −8−4.4% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 170 | $121.0K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 169 | $120.5K | 0.04% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 167 | $119.1K | 0.04% | +121+263.0% | Added |
| Financial Consulate, Inc | 164 | $117.0K | 0.01% | +37+29.1% | Added |
| CVA Family Office, LLC | 160 | $114.1K | 0.01% | +24+17.6% | Added |
| Paladin Advisory Group, LLC | 158 | $112.7K | 0.07% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 163 | $112.0K | 0.01% | +163 | New |
| JFS Wealth Advisors, LLC | 152 | $108.4K | 0.01% | +3+2.0% | Added |
| Cornerstone Planning Group LLC | 163 | $107.8K | 0.01% | −11−6.3% | Reduced |
| Smallwood Wealth Investment Management, LLC | 150 | $107.0K | 0.05% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 148 | $105.6K | 0.10% | +95+179.2% | Added |
| MV Capital Management, Inc. | 147 | $104.8K | 0.01% | +1+0.7% | Added |