| Davis Capital Management | 547 | $72.6K | 0.05% | −3−0.5% | Reduced |
| Strategic Advocates LLC | 536 | $72.5K | 0.02% | +18+3.5% | Added |
| Birchwood Financial Partners, Inc. | 538 | $71.4K | 0.07% | +538 | New |
| Keating Financial Advisory Services, Inc. | 535 | $71.1K | 0.01% | +535 | New |
| Entrust Financial LLC | 535 | $71.0K | 0.05% | +535 | New |
| Litman Gregory Asset Management LLC | 532 | $70.6K | 0.01% | +532 | New |
| Dynamic Wealth Strategies, LLC | 531 | $70.5K | 0.04% | −97−15.4% | Reduced |
| Measured Wealth Private Client Group, LLC | 526 | $69.8K | 0.02% | +2+0.4% | Added |
| CGC Financial Services, LLC | 525 | $69.7K | 0.02% | 00.0% | Unchanged |
| Beta Wealth Group, Inc. | 5,108 | $67.8K | 0.03% | +501+10.9% | Added |
| Catalyst Capital Advisors LLC | 505 | $67.0K | 0.00% | −364−41.9% | Reduced |
| Arcadia Investment Management Corp | 504 | $66.9K | 0.01% | +4+0.8% | Added |
| St. Johns Investment Management Company, LLC | 500 | $66.4K | 0.03% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 440 | $65.8K | 0.01% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 488 | $64.8K | 0.01% | +111+29.4% | Added |
| Alphadyne Asset Management LP | 472 | $62.6K | 0.01% | +472 | New |
| First United Bank Trust | 467 | $62.0K | 0.02% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 461 | $61.2K | 0.03% | +22+5.0% | Added |
| Bayban | 460 | $61.1K | 0.05% | +460 | New |
| Centennial Bank | 457 | $60.7K | 0.02% | 00.0% | Unchanged |
| Phillip James Consulting Co. | 405 | $59.0K | 1.04% | +405 | New |
| Aventura Private Wealth, LLC | 444 | $58.9K | 0.02% | +105+31.0% | Added |
| Valued Wealth Advisors LLC | 443 | $58.8K | 0.03% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 438 | $58.1K | 0.03% | +112+34.4% | Added |
| Bruce G. Allen Investments, LLC | 430 | $57.1K | 0.04% | 00.0% | Unchanged |
| Gleason Group, Inc. | 427 | $56.7K | 0.01% | −140−24.7% | Reduced |
| Prosperity Bancshares Inc | 426 | $56.5K | 0.05% | +426 | New |
| EFG International AG | 422 | $56.1K | 0.00% | +422 | New |
| MV Capital Management, Inc. | 407 | $54.0K | 0.01% | +3+0.7% | Added |
| Sachetta, LLC | 404 | $53.6K | 0.03% | −4,683−92.1% | Reduced |
| Lavaca Capital LLC | 400 | $53.1K | 0.01% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 400 | $53.1K | 0.01% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 400 | $53.1K | 0.02% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 400 | $53.1K | 0.02% | +20+5.3% | Added |
| MidAtlantic Capital Management, Inc. | 400 | $53.1K | 0.03% | +400 | New |
| Financial Perspectives, Inc | 400 | $53.1K | 0.01% | 00.0% | Unchanged |
| Essential Investment Partners LLC | 399 | $53.0K | 0.05% | +399 | New |
| Newton One Investments LLC | 395 | $52.5K | 0.02% | +1+0.3% | Added |
| Copia Wealth Management | 393 | $52.2K | 0.04% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 391 | $51.9K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 380 | $50.4K | 0.00% | +380 | New |
| Plante Moran Financial Advisors, LLC | 371 | $49.2K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 366 | $48.6K | 0.02% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 361 | $48.0K | 0.02% | +1+0.3% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 331 | $43.9K | 0.03% | −44−11.7% | Reduced |
| N.E.W. Advisory Services LLC | 326 | $43.3K | 0.00% | +85+35.3% | Added |
| Kennebec Savings Bank | 323 | $42.9K | 0.04% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 311 | $41.2K | 0.01% | −118−27.5% | Reduced |
| MPWM Advisory Solutions, LLC | 309 | $41.0K | 0.02% | +1+0.3% | Added |
| Strategic Wealth Advisors LLC | 315 | $41.0K | 0.04% | +315 | New |
| Clal Insurance Enterprises Holdings Ltd | 300 | $40.0K | 0.00% | −58−16.2% | Reduced |
| Morton Brown Family Wealth, LLC | 300 | $39.8K | 0.01% | 00.0% | Unchanged |
| Sfam, LLC | 300 | $39.8K | 0.04% | +300 | New |
| Empirical Asset Management, LLC | 13,258 | $38.8K | 0.01% | +60.0% | Added |
| Princeton Global Asset Management LLC | 288 | $38.2K | 0.01% | +6+2.1% | Added |
| Canton Hathaway, LLC | 287 | $38.1K | 0.01% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 285 | $37.8K | 0.00% | +7+2.5% | Added |
| Wellington Grp LLC | 282 | $37.4K | 0.01% | +282 | New |
| Tradewinds Capital Management, LLC | 281 | $37.3K | 0.01% | 00.0% | Unchanged |
| Fiduciary Advisors, Inc. | 281 | $37.3K | 0.03% | 00.0% | Unchanged |
| YANKCOM Partnership | 277 | $36.8K | 0.02% | +34+14.0% | Added |
| PFS Partners, LLC | 274 | $36.4K | 0.02% | +1+0.4% | Added |
| Merited Wealth, LLC | 270 | $35.8K | 0.03% | +270 | New |
| Dogwood Wealth Management LLC | 268 | $35.6K | 0.02% | +38+16.5% | Added |
| Fourth Dimension Wealth, LLC | 260 | $34.5K | 0.01% | 00.0% | Unchanged |
| LOM Asset Management Ltd | 260 | $34.5K | 0.01% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 257 | $34.1K | 0.02% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 256 | $34.0K | 0.02% | 00.0% | Unchanged |
| Inlight Wealth Management, LLC | 256 | $34.0K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 255 | $33.8K | 0.01% | −35−12.1% | Reduced |
| Wealth Watch Advisors, INC | 255 | $33.8K | 0.01% | 00.0% | Unchanged |
| Syntax Research, Inc. | 251 | $33.3K | 0.02% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 248 | $32.9K | 0.01% | +248 | New |
| Meeder Asset Management Inc | 246 | $32.6K | 0.00% | +170+223.7% | Added |
| TD Capital Management LLC | 243 | $32.3K | 0.00% | +1+0.4% | Added |
| Covestor Ltd | 232 | $31.0K | 0.02% | +6+2.7% | Added |
| CrossGen Wealth, LLC | 231 | $30.7K | 0.03% | +231 | New |
| Quattro Advisors LLC | 225 | $29.9K | 0.02% | +225 | New |
| Kemnay Advisory Services Inc. | 224 | $29.7K | 0.00% | +224 | New |
| Cornerstone Planning Group LLC | 199 | $29.5K | 0.00% | −433−68.5% | Reduced |
| Ares Financial Consulting, LLC | 221 | $29.3K | 0.03% | +221 | New |
| Nemes Rush Group LLC | 217 | $28.8K | 0.00% | +17+8.5% | Added |
| Investment Research & Advisory Group, Inc. | 201 | $28.0K | 0.01% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 208 | $27.6K | 0.02% | +1+0.5% | Added |
| Darwin Advisors, LLC | 207 | $27.5K | 0.01% | −14−6.3% | Reduced |
| Align Financial, LLC | 27,075 | $27.1K | 0.02% | +27,075 | New |
| Ulland Investment Advisors, LLC | 205 | $27.0K | 0.02% | 00.0% | Unchanged |
| Motiv8 Investments LLC | 207 | $27.0K | 0.01% | +207 | New |
| IFC & Insurance Marketing, Inc. | 200 | $27.0K | 0.03% | +200 | New |
| Financial Consulate, Inc | 203 | $26.9K | 0.00% | −111−35.4% | Reduced |
| Compass Financial Services Inc | 201 | $26.7K | 0.01% | +1+0.5% | Added |
| Chesapeake Asset Management LLC | 200 | $26.5K | 0.02% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 200 | $26.5K | 0.01% | 00.0% | Unchanged |
| Security National Bank | 200 | $26.5K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 200 | $26.5K | 0.01% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 192 | $25.5K | 0.02% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 190 | $25.0K | 0.01% | −19−9.1% | Reduced |
| Basso Capital Management, L.P. | 185 | $24.6K | 0.01% | +185 | New |
| Cape Investment Advisory, Inc. | 182 | $24.1K | 0.01% | +141+343.9% | Added |
| Gifford Fong Associates | 178 | $24.0K | 0.00% | 00.0% | Unchanged |