| Central Pacific Bank - Trust Division | 200 | $98.1K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 199 | $97.6K | 0.03% | +22+12.4% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 199 | $97.6K | 0.06% | +83+71.6% | Added |
| TFC Financial Management | 197 | $96.6K | 0.01% | +160+432.4% | Added |
| Archer Investment Corp | 193 | $94.6K | 0.02% | −273−58.6% | Reduced |
| Compass Financial Services Inc | 192 | $94.2K | 0.04% | 00.0% | Unchanged |
| Sachetta, LLC | 190 | $93.2K | 0.03% | −2−1.0% | Reduced |
| ZRC Wealth Management, LLC | 188 | $92.2K | 0.03% | +114+154.1% | Added |
| Berbice Capital Management LLC | 180 | $88.3K | 0.05% | +30+20.0% | Added |
| Sound Income Strategies, LLC | 171 | $87.1K | 0.00% | −95−35.7% | Reduced |
| Global Trust Asset Management, LLC | 174 | $85.4K | 0.04% | +1+0.6% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 173 | $85.1K | 0.00% | −20−10.4% | Reduced |
| Farmers & Merchants Investments Inc | 171 | $83.9K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 168 | $82.4K | 0.00% | +56+50.0% | Added |
| Blue Bell Private Wealth Management, LLC | 165 | $80.9K | 0.01% | 00.0% | Unchanged |
| XY Capital Ltd | 163 | $79.9K | 0.07% | +163 | New |
| Tobam | 161 | $79.0K | 0.03% | +24+17.5% | Added |
| Strengthening Families & Communities, LLC | 167 | $77.7K | 0.02% | −3−1.8% | Reduced |
| Davis Capital Management | 157 | $77.0K | 0.05% | +157 | New |
| TSFG, LLC | 154 | $76.0K | 0.01% | +26+20.3% | Added |
| Rossby Financial, LCC | 150 | $75.0K | 0.02% | +109+265.9% | Added |
| Roxbury Financial LLC | 152 | $74.5K | 0.07% | 00.0% | Unchanged |
| Graney & King, LLC | 150 | $73.6K | 0.05% | 00.0% | Unchanged |
| Insight Financial Services | 149 | $73.1K | 0.04% | 00.0% | Unchanged |
| BFSG, LLC | 141 | $69.1K | 0.01% | −12−7.8% | Reduced |
| Chilton Capital Management LLC | 139 | $68.2K | 0.00% | −28−16.8% | Reduced |
| St Germain D J Co Inc | 138 | $67.7K | 0.00% | −6−4.2% | Reduced |
| Salomon & Ludwin, LLC | 137 | $67.1K | 0.01% | +137 | New |
| Princeton Global Asset Management LLC | 136 | $66.7K | 0.01% | −2−1.4% | Reduced |
| LOM Asset Management Ltd | 135 | $66.0K | 0.02% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 132 | $64.8K | 0.02% | 00.0% | Unchanged |
| Close Asset Management Ltd | 130 | $64.0K | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 130 | $63.7K | 0.04% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 125 | $61.3K | 0.03% | −11−8.1% | Reduced |
| Tower Trust & Investment Co | 124 | $60.8K | 0.04% | 00.0% | Unchanged |
| Optimum Investment Advisors | 120 | $58.8K | 0.02% | −200−62.5% | Reduced |
| Cornerstone National Bank & Trust Co | 118 | $57.9K | 0.02% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 116 | $56.9K | 0.00% | +1+0.9% | Added |
| Abich Financial Wealth Management LLC | 115 | $56.4K | 0.02% | +115 | New |
| Valley National Advisers Inc | 115 | $56.0K | 0.01% | +97+538.9% | Added |
| Hughes Financial Services, LLC | 100 | $55.8K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 111 | $55.0K | 0.03% | +8+7.8% | Added |
| Koesten, Hirschmann & Crabtree, INC. | 112 | $54.9K | 0.03% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 112 | $54.9K | 0.02% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 111 | $54.4K | 0.00% | −18−14.0% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 110 | $53.9K | 0.01% | +5+4.8% | Added |
| RMG Wealth Management LLC | 107 | $52.9K | 0.01% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 107 | $52.5K | 0.01% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 107 | $52.5K | 0.03% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 106 | $52.0K | 0.01% | +106 | New |
| Longview Financial Advisors LLC | 105 | $51.5K | 0.03% | 00.0% | Unchanged |
| Main Street Group, LTD | 104 | $51.0K | 0.01% | +53+103.9% | Added |
| Orion Capital Management LLC | 102 | $49.9K | 0.02% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 100 | $49.0K | 0.01% | −30−23.1% | Reduced |
| Millstone Evans Group, LLC | 100 | $49.0K | 0.03% | 00.0% | Unchanged |
| Field & Main Bank | 100 | $49.0K | 0.01% | 00.0% | Unchanged |
| Core Alternative Capital | 99 | $48.5K | 0.01% | 00.0% | Unchanged |
| Caitlin John, LLC | 99 | $48.5K | 0.03% | +99 | New |
| Financial Management Professionals, Inc. | 97 | $47.6K | 0.00% | +26+36.6% | Added |
| Albion Financial Group | 96 | $47.1K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 95 | $46.6K | 0.01% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 95 | $46.6K | 0.03% | −29−23.4% | Reduced |
| Financially Speaking Inc | 95 | $46.6K | 0.03% | +20+26.7% | Added |
| Clear Investment Research, LLC | 94 | $46.1K | 0.06% | −11−10.5% | Reduced |
| Palisade Asset Management, LLC | 92 | $45.1K | 0.00% | +92 | New |
| Cloud Capital Management, LLC | 92 | $45.0K | 0.02% | +92 | New |
| Foster Dykema Cabot & Partners, LLC | 91 | $44.6K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 89 | $43.6K | 0.00% | +67+304.5% | Added |
| Smallwood Wealth Investment Management, LLC | 84 | $41.2K | 0.02% | +29+52.7% | Added |
| Clark Wealth Partners | 86 | $40.3K | 0.02% | +46+115.0% | Added |
| Kilter Group LLC | 82 | $40.2K | 0.02% | +3+3.8% | Added |
| Clear Street Markets LLC | 80 | $39.2K | 0.01% | +80 | New |
| Corsicana & Co. | 80 | $39.2K | 0.02% | +80 | New |
| HighMark Wealth Management LLC | 78 | $38.3K | 0.02% | +12+18.2% | Added |
| Capital Advisors, Ltd. LLC | 77 | $38.0K | 0.00% | −1−1.3% | Reduced |
| Costello Asset Management, INC | 77 | $37.8K | 0.01% | −268−77.7% | Reduced |
| GoalVest Advisory LLC | 77 | $37.8K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 75 | $36.8K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 66 | $35.6K | 0.01% | +3+4.8% | Added |
| True Wealth Design, LLC | 71 | $35.0K | 0.01% | +1+1.4% | Added |
| Kozak & Associates, Inc. | 66 | $35.0K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 71 | $34.8K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 71 | $34.8K | 0.02% | +11+18.3% | Added |
| Quarry LP | 71 | $34.8K | 0.01% | +71 | New |
| Banque Transatlantique SA | 70 | $34.3K | 0.00% | +10+16.7% | Added |
| Avion Wealth | 70 | $34.0K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 69 | $33.8K | 0.01% | +3+4.5% | Added |
| Washington Trust Advisors, Inc. | 69 | $33.8K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 69 | $33.8K | 0.01% | +2+3.0% | Added |
| Hemington Wealth Management | 68 | $33.0K | 0.00% | +6+9.7% | Added |
| Inlight Wealth Management, LLC | 65 | $31.9K | 0.01% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 63 | $30.9K | 0.01% | +63 | New |
| Northwest Capital Management Inc | 62 | $30.4K | 0.03% | 00.0% | Unchanged |
| TD Capital Management LLC | 61 | $29.9K | 0.00% | 00.0% | Unchanged |
| Strategic Advocates LLC | 61 | $29.9K | 0.01% | +61 | New |
| POM Investment Strategies, LLC | 59 | $28.9K | 0.02% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 57 | $28.0K | 0.02% | −49−46.2% | Reduced |
| Pinnacle Bancorp, Inc. | 56 | $27.5K | 0.01% | +56 | New |
| Bell Investment Advisors, Inc | 55 | $27.0K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 55 | $26.0K | 0.01% | +1+1.9% | Added |