| South Plains Financial, Inc. | 257 | $120.5K | 0.07% | +257 | New |
| Smithfield Trust Co | 257 | $120.0K | 0.01% | 00.0% | Unchanged |
| Sumitomo Mitsui Financial Group, Inc. | 246 | $117.1K | 0.00% | −184−42.8% | Reduced |
| GW&K Investment Management, LLC | 238 | $112.0K | 0.00% | +8+3.5% | Added |
| Financial Consulate, Inc | 235 | $110.2K | 0.02% | +30+14.6% | Added |
| Gen-Wealth Partners Inc | 232 | $108.8K | 0.03% | −70−23.2% | Reduced |
| Grove Bank & Trust | 232 | $108.8K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 225 | $105.5K | 0.02% | +60+36.4% | Added |
| Jupiter Wealth Management LLC | 250 | $102.9K | 0.05% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 214 | $100.3K | 0.02% | +15+7.5% | Added |
| Compass Financial Services Inc | 212 | $99.4K | 0.04% | +20+10.4% | Added |
| RHL Group, LLC | 210 | $98.4K | 0.08% | +210 | New |
| Aster Capital Management (DIFC) Ltd | 206 | $96.6K | 0.04% | +198+2,475.0% | Added |
| Boreal Capital Management LLC | 205 | $96.1K | 0.07% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 205 | $96.1K | 0.02% | +173+540.6% | Added |
| Birchwood Financial Partners, Inc. | 201 | $94.2K | 0.09% | +201 | New |
| Provenance Wealth Advisors, LLC | 200 | $93.8K | 0.01% | −100−33.3% | Reduced |
| Arlington Trust Co LLC | 200 | $93.8K | 0.01% | −10−4.8% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 200 | $93.8K | 0.04% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 200 | $93.8K | 0.01% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 200 | $93.8K | 0.01% | +200 | New |
| Quest 10 Wealth Builders, Inc. | 198 | $92.8K | 0.08% | −4−2.0% | Reduced |
| Park Place Capital Corp | 195 | $91.4K | 0.02% | −12−5.8% | Reduced |
| Archer Investment Corp | 192 | $90.0K | 0.02% | −1−0.5% | Reduced |
| Evelyn Partners Asset Management Ltd | 191 | $89.5K | 0.02% | −45−19.1% | Reduced |
| Essential Partners LLC | 191 | $89.5K | 0.03% | −30−13.6% | Reduced |
| Berbice Capital Management LLC | 180 | $84.4K | 0.05% | 00.0% | Unchanged |
| Rossby Financial, LCC | 177 | $83.0K | 0.03% | +27+18.0% | Added |
| Vermillion Wealth Management, Inc. | 176 | $82.5K | 0.03% | +76+76.0% | Added |
| Farmers & Merchants Investments Inc | 173 | $81.1K | 0.00% | +2+1.2% | Added |
| Salomon & Ludwin, LLC | 176 | $80.4K | 0.01% | +39+28.5% | Added |
| Meeder Asset Management Inc | 158 | $74.1K | 0.00% | −10−6.0% | Reduced |
| Davis Capital Management | 157 | $73.6K | 0.05% | 00.0% | Unchanged |
| TSFG, LLC | 154 | $72.0K | 0.01% | 00.0% | Unchanged |
| Roxbury Financial LLC | 152 | $71.3K | 0.06% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 151 | $70.8K | 0.03% | −37−19.7% | Reduced |
| Graney & King, LLC | 150 | $70.3K | 0.04% | 00.0% | Unchanged |
| Financially Speaking Inc | 150 | $70.3K | 0.05% | +55+57.9% | Added |
| Insight Financial Services | 149 | $69.8K | 0.04% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 147 | $68.9K | 0.01% | +50+51.5% | Added |
| BFSG, LLC | 141 | $66.1K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 141 | $66.0K | 0.01% | +26+22.6% | Added |
| Optima Capital LLC | 137 | $64.2K | 0.03% | +137 | New |
| Pension & Wealth Management Advisors, Inc. | 136 | $63.8K | 0.02% | +4+3.0% | Added |
| Princeton Global Asset Management LLC | 136 | $63.8K | 0.01% | 00.0% | Unchanged |
| LOM Asset Management Ltd | 135 | $63.3K | 0.02% | 00.0% | Unchanged |
| St Germain D J Co Inc | 132 | $61.9K | 0.00% | −6−4.3% | Reduced |
| Islay Capital Management, LLC | 130 | $60.9K | 0.04% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 130 | $60.9K | 0.01% | +130 | New |
| Quarry LP | 129 | $60.5K | 0.01% | +58+81.7% | Added |
| American Capital Advisory, LLC | 128 | $60.0K | 0.03% | +3+2.4% | Added |
| GoalVest Advisory LLC | 125 | $58.6K | 0.01% | +48+62.3% | Added |
| Global Trust Asset Management, LLC | 124 | $58.2K | 0.02% | −50−28.7% | Reduced |
| Tower Trust & Investment Co | 124 | $58.1K | 0.04% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 123 | $57.7K | 0.00% | +7+6.0% | Added |
| Covestor Ltd | 120 | $57.0K | 0.03% | +9+8.1% | Added |
| Olistico Wealth, LLC | 119 | $55.8K | 0.03% | +119 | New |
| Cornerstone National Bank & Trust Co | 118 | $55.3K | 0.02% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 117 | $54.8K | 0.03% | +10+9.3% | Added |
| Alphadyne Asset Management LP | 117 | $54.8K | 0.01% | +117 | New |
| Close Asset Management Ltd | 116 | $54.0K | 0.00% | −14−10.8% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 115 | $53.9K | 0.01% | +5+4.5% | Added |
| Torren Management, LLC | 114 | $53.4K | 0.03% | +114 | New |
| Cullen/Frost Bankers, Inc. | 113 | $53.0K | 0.00% | +2+1.8% | Added |
| Financial Perspectives, Inc | 112 | $52.5K | 0.01% | 00.0% | Unchanged |
| Longview Financial Advisors LLC | 111 | $52.0K | 0.03% | +6+5.7% | Added |
| Quattro Advisors LLC | 110 | $51.6K | 0.04% | +110 | New |
| Contravisory Investment Management, Inc. | 107 | $50.2K | 0.01% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 106 | $49.7K | 0.01% | +6+6.0% | Added |
| FWL Investment Management, LLC | 106 | $49.7K | 0.01% | +77+265.5% | Added |
| HighMark Wealth Management LLC | 106 | $49.7K | 0.02% | +28+35.9% | Added |
| Cornerstone Planning Group LLC | 104 | $48.8K | 0.01% | +38+57.6% | Added |
| RMG Wealth Management LLC | 107 | $47.9K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 102 | $47.7K | 0.02% | 00.0% | Unchanged |
| Field & Main Bank | 100 | $46.9K | 0.01% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 100 | $46.9K | 0.03% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 100 | $46.9K | 0.03% | +100 | New |
| 1015 Capital Partners, LLC | 100 | $46.9K | 0.05% | +100 | New |
| Paladin Partners, LLC | 100 | $46.9K | 0.03% | +100 | New |
| Core Alternative Capital | 99 | $46.4K | 0.01% | 00.0% | Unchanged |
| Caitlin John, LLC | 99 | $46.4K | 0.03% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 97 | $45.5K | 0.01% | +97 | New |
| Albion Financial Group | 96 | $45.0K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 93 | $43.6K | 0.00% | +2+2.2% | Added |
| Manchester Capital Management LLC | 90 | $42.2K | 0.01% | −446−83.2% | Reduced |
| 1620 Investment Advisors, Inc. | 90 | $42.2K | 0.03% | −5−5.3% | Reduced |
| Tradewinds Capital Management, LLC | 88 | $41.3K | 0.01% | −7−7.4% | Reduced |
| Kilter Group LLC | 88 | $41.3K | 0.02% | +6+7.3% | Added |
| Chilton Capital Management LLC | 87 | $40.8K | 0.00% | −52−37.4% | Reduced |
| Clark Wealth Partners | 86 | $40.3K | 0.02% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 86 | $40.3K | 0.02% | +27+45.8% | Added |
| American National Bank | 85 | $39.8K | 0.00% | +40+88.9% | Added |
| Rachor Investment Advisory Services, LLC | 85 | $39.8K | 0.02% | +85 | New |
| Vision Retirement, LLC | 84 | $39.4K | 0.01% | +84 | New |
| Smallwood Wealth Investment Management, LLC | 84 | $39.4K | 0.02% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 83 | $38.9K | 0.00% | +60+260.9% | Added |
| Garner Asset Management Corp | 83 | $38.9K | 0.01% | +83 | New |
| Union Savings Bank | 81 | $38.0K | 0.02% | +81 | New |
| Avion Wealth | 80 | $37.0K | 0.01% | +10+14.3% | Added |
| Sittner & Nelson, LLC | 92 | $36.4K | 0.01% | +41+80.4% | Added |
