| First National Bank | 65 | $49.6K | 0.02% | +65 | New |
| Smallwood Wealth Investment Management, LLC | 62 | $47.3K | 0.02% | −22−26.2% | Reduced |
| Strive Financial Group ,LLC | 61 | $46.7K | 0.02% | 00.0% | Unchanged |
| TD Capital Management LLC | 61 | $46.6K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 61 | $46.6K | 0.00% | +49+408.3% | Added |
| Founders Capital Management | 61 | $46.6K | 0.02% | +61 | New |
| Corsicana & Co. | 60 | $45.8K | 0.02% | −20−25.0% | Reduced |
| CNB Bank | 59 | $45.0K | 0.02% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 59 | $45.0K | 0.05% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 58 | $44.3K | 0.04% | +9+18.4% | Added |
| Tiaa Trust, National Association | 57 | $43.5K | 0.00% | −1,456−96.2% | Reduced |
| Miller Global Investments, LLC | 56 | $42.7K | 0.04% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 55 | $41.0K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 53 | $40.4K | 0.01% | +26+96.3% | Added |
| HFM Investment Advisors, LLC | 51 | $38.9K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 51 | $38.9K | 0.01% | +4+8.5% | Added |
| Westend Capital Management, LLC | 50 | $38.2K | 0.01% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 49 | $37.4K | 0.00% | −6−10.9% | Reduced |
| Colonial Trust Advisors | 47 | $35.9K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 47 | $35.9K | 0.01% | 00.0% | Unchanged |
| Crews Bank & Trust | 47 | $35.9K | 0.00% | +4+9.3% | Added |
| WPG Advisers, LLC | 47 | $35.9K | 0.02% | +11+30.6% | Added |
| Cedar Mountain Advisors, LLC | 45 | $34.3K | 0.01% | −1−2.2% | Reduced |
| Sunrise Financial Services, LLC | 45 | $34.3K | 0.02% | +45 | New |
| Hanson & Doremus Investment Management | 45 | $34.0K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 44 | $33.6K | 0.02% | +1+2.3% | Added |
| Byrne Asset Management LLC | 44 | $33.6K | 0.02% | +10+29.4% | Added |
| Wellington-Altus USA Inc. | 86 | $33.6K | 0.02% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 42 | $32.1K | 0.00% | +2+5.0% | Added |
| Creative Capital Management Investments LLC | 42 | $32.1K | 0.01% | +42 | New |
| Oakworth Capital, Inc. | 40 | $30.9K | 0.00% | 00.0% | Unchanged |
| Baillie Gifford & Co | 40 | $30.5K | 0.00% | −26,811−99.9% | Reduced |
| Peterson Wealth Management | 40 | $30.5K | 0.01% | −14,001−99.7% | Reduced |
| DHJJ Financial Advisors, Ltd. | 40 | $30.5K | 0.01% | 00.0% | Unchanged |
| Rogco, LP | 40 | $30.5K | 0.01% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 40 | $30.5K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 39 | $29.8K | 0.01% | −783−95.3% | Reduced |
| First Command Advisory Services, Inc. | 38 | $29.0K | 0.00% | −10−20.8% | Reduced |
| Operose Advisors LLC | 38 | $29.0K | 0.01% | −3−7.3% | Reduced |
| Burk Holdings LLC | 36 | $27.5K | 0.01% | −14−28.0% | Reduced |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 36 | $27.5K | 0.02% | 00.0% | Unchanged |
| Downshift Financial, LLC | 36 | $27.5K | 0.01% | +36 | New |
| Quaker Wealth Management, LLC | 35 | $26.7K | 0.01% | +1+2.9% | Added |
| Minot DeBlois Advisors LLC | 35 | $26.7K | 0.02% | +35 | New |
| Rialto Wealth Management, LLC | 33 | $25.2K | 0.00% | +27+450.0% | Added |
| Aberdeen Wealth Management LLC | 33 | $25.2K | 0.01% | +33 | New |
| Valued Wealth Advisors LLC | 32 | $24.4K | 0.01% | +6+23.1% | Added |
| MPWM Advisory Solutions, LLC | 32 | $24.4K | 0.01% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 31 | $23.7K | 0.02% | 00.0% | Unchanged |
| Hickory Point Bank & Trust | 31 | $23.7K | 0.01% | 00.0% | Unchanged |
| Vision Retirement, LLC | 31 | $23.7K | 0.01% | +14+82.4% | Added |
| Cornerstone Financial Management LLC | 31 | $23.7K | 0.02% | +14+82.4% | Added |
| Regatta Research & Money Management | 30 | $22.9K | 0.02% | +30 | New |
| Medallion Wealth Advisors, LLC | 30 | $22.9K | 0.01% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 30 | $22.9K | 0.01% | +1+3.4% | Added |
| Gould Capital, LLC | 28 | $21.4K | 0.01% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 28 | $21.4K | 0.01% | +9+47.4% | Added |
| West Paces Advisors Inc. | 26 | $19.8K | 0.00% | +26 | New |
| Halbert Hargrove Global Advisors, LLC | 25 | $19.3K | 0.00% | +3+13.6% | Added |
| Synergy Investment Management, LLC | 107 | $19.2K | 0.00% | +100+1,428.6% | Added |
| Basepoint Wealth LLC | 25 | $19.1K | 0.01% | −28−52.8% | Reduced |
| Planning Strategies Inc. | 24 | $18.3K | 0.01% | +24 | New |
| Atomic Invest LLC | 24 | $17.7K | 0.00% | +8+50.0% | Added |
| Valley National Advisers Inc | 23 | $17.6K | 0.00% | −120−83.9% | Reduced |
| LGT Financial Advisors LLC | 23 | $17.6K | 0.09% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 23 | $17.6K | 0.00% | +9+64.3% | Added |
| McGuire Capital Advisors Inc | 22 | $16.8K | 0.01% | +21+2,100.0% | Added |
| SJS Investment Consulting Inc. | 21 | $16.0K | 0.00% | −11−34.4% | Reduced |
| Main Street Group, LTD | 21 | $16.0K | 0.00% | −121−85.2% | Reduced |
| Proffitt & Goodson Inc | 21 | $16.0K | 0.00% | −12−36.4% | Reduced |
| Gleason Group, Inc. | 21 | $16.0K | 0.00% | +21 | New |
| Cape Investment Advisory, Inc. | 21 | $16.0K | 0.00% | +21 | New |
| Quarry LP | 20 | $15.3K | 0.00% | −442−95.7% | Reduced |
| Limestone Investment Advisors LP | 20 | $15.3K | 0.01% | −340−94.4% | Reduced |
| Retirement Wealth Solutions LLC | 20 | $15.3K | 0.01% | +1+5.3% | Added |
| Bare Financial Services, Inc | 20 | $15.3K | 0.00% | +7+53.8% | Added |
| Fairway Wealth LLC | 20 | $15.3K | 0.00% | +20 | New |
| Centerpoint Advisors, LLC | 20 | $15.0K | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 20 | $14.9K | 0.00% | +20 | New |
| Holos Integrated Wealth LLC | 76 | $14.8K | 0.01% | +57+300.0% | Added |
| Your Advocates Ltd., LLP | 19 | $14.5K | 0.00% | −6−24.0% | Reduced |
| Mascoma Wealth Management LLC | 19 | $14.5K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 18 | $13.7K | 0.01% | −141−88.7% | Reduced |
| DT Investment Partners, LLC | 18 | $13.7K | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 18 | $13.7K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 18 | $13.7K | 0.01% | +3+20.0% | Added |
| Close Asset Management Ltd | 17 | $13.0K | 0.00% | −7−29.2% | Reduced |
| Sittner & Nelson, LLC | 17 | $13.0K | 0.00% | −75−81.5% | Reduced |
| Richardson Capital Management LLC | 17 | $13.0K | 0.01% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 17 | $13.0K | 0.00% | +4+30.8% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 16 | $12.2K | 0.02% | 00.0% | Unchanged |
| Prosperity Bancshares Inc | 16 | $12.2K | 0.01% | +10+166.7% | Added |
| Eukles Asset Management | 15 | $11.4K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 14 | $11.0K | 0.00% | 00.0% | Unchanged |
| Capula Management Ltd | 56 | $10.7K | 0.00% | −2,601−97.9% | Reduced |
| REAP Financial Group, LLC | 14 | $10.7K | 0.00% | +12+600.0% | Added |
| BOK Financial Private Wealth, Inc. | 14 | $10.7K | 0.00% | +14 | New |
| J.Safra Asset Management Corp | 48 | $9.16K | 0.00% | +36+300.0% | Added |
| Richard W. Paul & Associates, LLC | 12 | $9.16K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 12 | $9.16K | 0.00% | 00.0% | Unchanged |
