| SkyView Investment Advisors, LLC | 400 | $247.0K | 0.19% | +400 | New |
| Ames National Corp | 400 | $246.7K | 0.14% | +400 | New |
| Master's Wealth Management Inc. | 392 | $241.8K | 0.07% | +392 | New |
| Hazlett, Burt & Watson, Inc. | 390 | $241.0K | 0.06% | −22−5.3% | Reduced |
| International Assets Investment Management, LLC | 393 | $239.8K | 0.01% | −114−22.5% | Reduced |
| Banque Cantonale Vaudoise | 387 | $239.0K | 0.01% | −4−1.0% | Reduced |
| LexAurum Advisors, LLC | 387 | $238.7K | 0.03% | +387 | New |
| Sovereign Financial Group, Inc. | 386 | $238.1K | 0.04% | +386 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 383 | $236.3K | 0.00% | +383 | New |
| Citizens & Northern Corp | 382 | $235.6K | 0.05% | +382 | New |
| LifeGoal Wealth Advisors | 381 | $235.0K | 0.11% | +381 | New |
| Silvercrest Asset Management Group LLC | 380 | $234.4K | 0.00% | +380 | New |
| FSM Wealth Advisors, LLC | 379 | $233.8K | 0.03% | +379 | New |
| Meeder Asset Management Inc | 377 | $232.5K | 0.01% | −46−10.9% | Reduced |
| Ponta Wealth Partners, LLC | 372 | $229.5K | 0.12% | +372 | New |
| Dakota Wealth Management | 368 | $227.0K | 0.00% | +368 | New |
| Quantum Financial Advisors, LLC | 368 | $227.0K | 0.02% | +368 | New |
| Ares Systematic Credit Ltd | 368 | $227.0K | 0.14% | +368 | New |
| Sagespring Wealth Partners, LLC | 363 | $223.9K | 0.00% | +363 | New |
| 180 Wealth Advisors, LLC | 361 | $222.8K | 0.02% | +361 | New |
| Valley National Advisers Inc | 360 | $222.1K | 0.02% | +360 | New |
| Cypress Capital, LLC | 359 | $221.4K | 0.06% | +359 | New |
| Vigilare Wealth Management | 358 | $220.8K | 0.07% | +358 | New |
| Fidelis Capital Partners, LLC | 358 | $220.8K | 0.01% | +358 | New |
| Dorsey & Whitney Trust CO LLC | 357 | $220.5K | 0.01% | +357 | New |
| Balyasny Asset Management LLC | 357 | $220.2K | 0.00% | −90,952−99.6% | Reduced |
| Covestor Ltd | 356 | $220.0K | 0.13% | −315−46.9% | Reduced |
| Glenview Trust Co | 356 | $219.6K | 0.00% | +356 | New |
| Freestone Capital Holdings, LLC | 355 | $219.4K | 0.01% | +355 | New |
| Aptus Capital Advisors, LLC | 352 | $217.1K | 0.00% | +352 | New |
| Guerra Pan Advisors, LLC | 351 | $216.5K | 0.12% | +351 | New |
| Prudent Man Advisors, LLC | 346 | $213.4K | 0.05% | +346 | New |
| Fermata Advisors, LLC | 345 | $212.8K | 0.04% | +345 | New |
| Seeds Investor LLC | 344 | $212.3K | 0.02% | +344 | New |
| Envestnet Portfolio Solutions, Inc. | 341 | $210.3K | 0.00% | +341 | New |
| Sage Private Wealth Group, LLC | 340 | $209.7K | 0.09% | +340 | New |
| Red Wave Investments LLC | 339 | $209.1K | 0.05% | +339 | New |
| Drive Wealth Management, LLC | 335 | $206.7K | 0.04% | +335 | New |
| True North Advisors, LLC | 333 | $205.3K | 0.02% | +333 | New |
| Independent Financial Group, LLC | 332 | $204.8K | 0.00% | +332 | New |
| Diversified Trust Co | 332 | $204.8K | 0.00% | +332 | New |
| True Wealth Design, LLC | 331 | $204.2K | 0.05% | +230+227.7% | Added |
| Interchange Capital Partners, LLC | 325 | $200.5K | 0.04% | +325 | New |
| Signaturefd, LLC | 318 | $196.4K | 0.00% | +209+191.7% | Added |
| Sterling Capital Management LLC | 318 | $196.2K | 0.00% | −1,078−77.2% | Reduced |
| Spire Wealth Management | 304 | $187.4K | 0.01% | +258+560.9% | Added |
| Financial Consulate, Inc | 300 | $185.1K | 0.02% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 290 | $178.9K | 0.01% | +123+73.7% | Added |
| Leonteq Securities AG | 266 | $164.1K | 0.01% | +266 | New |
| Palladiem, LLC | 260 | $160.4K | 0.16% | +260 | New |
| Ameriflex Group, Inc. | 252 | $155.2K | 0.06% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 238 | $146.8K | 0.02% | +238 | New |
| Bryn Mawr Trust Co | 227 | $140.0K | 0.00% | +5+2.3% | Added |
| Clearstead Advisors, LLC | 202 | $124.6K | 0.00% | −322−61.5% | Reduced |
| IMA Wealth, Inc. | 196 | $120.9K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 190 | $117.2K | 0.01% | +190 | New |
| Newbridge Financial Services Group, Inc. | 190 | $117.2K | 0.01% | +190 | New |
| Signature Equity Partners, LLC | 187 | $115.6K | 0.05% | −18−8.8% | Reduced |
| Macquarie Group Ltd | 186 | $114.7K | 0.00% | +63+51.2% | Added |
| Elequin Capital LP | 186 | $114.7K | 0.00% | +90+93.8% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 178 | $109.8K | 0.00% | −75−29.6% | Reduced |
| Larson Financial Group LLC | 166 | $102.4K | 0.00% | +111+201.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 162 | $99.9K | 0.01% | −20−11.0% | Reduced |
| Parkside Financial Bank & Trust | 156 | $96.2K | 0.01% | 00.0% | Unchanged |
| Rossby Financial, LCC | 154 | $95.0K | 0.02% | +36+30.5% | Added |
| Caldwell Trust Co | 150 | $92.5K | 0.01% | +150 | New |
| Cullen/Frost Bankers, Inc. | 141 | $87.2K | 0.00% | +9+6.8% | Added |
| SJS Investment Consulting Inc. | 133 | $82.0K | 0.01% | +53+66.3% | Added |
| Huntington National Bank | 130 | $80.2K | 0.00% | +6+4.8% | Added |
| Ossiam | 127 | $78.3K | 0.00% | +127 | New |
| Massmutual Trust Co FSB | 122 | $75.3K | 0.00% | −5−3.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 110 | $64.9K | 0.00% | +35+46.7% | Added |
| Kimelman & Baird, LLC | 100 | $61.7K | 0.00% | −200−66.7% | Reduced |
| Wolverine Asset Management LLC | 100 | $61.7K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 100 | $61.7K | 0.02% | +100 | New |
| Accent Capital Management, LLC | 93 | $57.4K | 0.02% | +4+4.5% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 93 | $57.4K | 0.02% | +86+1,228.6% | Added |
| Graticule Asia Macro Advisors LLC | 92 | $56.7K | 0.00% | +92 | New |
| C M Bidwell & Associates Ltd | 91 | $56.1K | 0.02% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 90 | $55.5K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 89 | $54.9K | 0.00% | +58+187.1% | Added |
| Persistent Asset Partners Ltd | 89 | $54.9K | 0.02% | +89 | New |
| Armstrong Advisory Group, Inc | 84 | $52.0K | 0.00% | −34−28.8% | Reduced |
| Peregrine Capital Management LLC | 80 | $49.3K | 0.00% | −30−27.3% | Reduced |
| LifeSteps Financial, Inc. | 80 | $49.3K | 0.02% | +80 | New |
| Heritage Wealth Advisors | 75 | $46.3K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 71 | $43.8K | 0.00% | +4+6.0% | Added |
| Wealth Enhancement Trust Services, Inc. | 70 | $43.2K | 0.00% | +70 | New |
| CVA Family Office, LLC | 67 | $41.3K | 0.00% | +1+1.5% | Added |
| Basecamp Wealth Advisors LLC | 66 | $40.7K | 0.01% | +34+106.3% | Added |
| Caitong International Asset Management Co., Ltd | 64 | $39.5K | 0.01% | −301−82.5% | Reduced |
| LRI Investments, LLC | 63 | $38.9K | 0.00% | −259−80.4% | Reduced |
| JFS Wealth Advisors, LLC | 62 | $38.2K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 62 | $38.2K | 0.00% | −58−48.3% | Reduced |
| First Horizon Corp | 59 | $36.4K | 0.00% | +59 | New |
| Contravisory Investment Management, Inc. | 56 | $34.5K | 0.01% | −3−5.1% | Reduced |
| Ronald Blue Trust, Inc. | 54 | $33.3K | 0.00% | +54 | New |
| Global Trust Asset Management, LLC | 50 | $30.8K | 0.01% | +50 | New |
| V-Square Quantitative Management LLC | 50 | $30.8K | 0.00% | +50 | New |
| Fortitude Family Office, LLC | 48 | $29.6K | 0.01% | +10+26.3% | Added |
