| Mechanics Financial Corp | 20 | $18.9K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 20 | $18.9K | 0.00% | +20 | New |
| AdvisorNet Financial, Inc | 21 | $19.8K | 0.00% | −7−25.0% | Reduced |
| Pin Oak Investment Advisors Inc | 22 | $20.0K | 0.02% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 22 | $20.7K | 0.01% | +22 | New |
| Synergy Investment Management, LLC | 22 | $20.7K | 0.01% | +22 | New |
| Hemington Wealth Management | 23 | $21.0K | 0.01% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 23 | $21.7K | 0.01% | +23 | New |
| Aspetuck Financial Management LLC | 23 | $21.7K | 0.02% | +23 | New |
| Harel Insurance Investments & Financial Services Ltd. | 23 | $22.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 24 | $22.6K | 0.00% | +1+4.3% | Added |
| Brown, Lisle/Cummings, Inc. | 25 | $23.6K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 25 | $23.6K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 25 | $23.6K | 0.00% | +25 | New |
| Bartlett & Co. Wealth Management LLC | 28 | $26.4K | 0.00% | −9−24.3% | Reduced |
| CoreCap Advisors, LLC | 28 | $26.4K | 0.00% | −6−17.6% | Reduced |
| CNB Bank | 28 | $26.4K | 0.01% | 00.0% | Unchanged |
| Tidemark, LLC | 28 | $26.5K | 0.01% | +3+12.0% | Added |
| Cornerstone Planning Group LLC | 30 | $27.0K | 0.01% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 36 | $27.2K | 0.02% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 29 | $27.3K | 0.01% | −1−3.3% | Reduced |
| American Capital Advisory, LLC | 30 | $28.3K | 0.02% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 30 | $28.3K | 0.02% | +30 | New |
| Trust Co of Vermont | 33 | $31.1K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 33 | $31.2K | 0.00% | +33 | New |
| Capital Advisors, Ltd. LLC | 35 | $33.0K | 0.00% | 00.0% | Unchanged |
| Pingora Partners LLC | 35 | $33.0K | 0.02% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 35 | $33.0K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 36 | $33.2K | 0.01% | −1−2.7% | Reduced |
| Manchester Capital Management LLC | 38 | $35.8K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 38 | $35.9K | 0.01% | +15+65.2% | Added |
| GHP Investment Advisors, Inc. | 39 | $36.8K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 39 | $36.8K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 40 | $37.3K | 0.00% | +1+2.6% | Added |
| Sugarloaf Wealth Management, LLC | 40 | $37.8K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 41 | $38.7K | 0.01% | +4+10.8% | Added |
| JFS Wealth Advisors, LLC | 41 | $38.7K | 0.00% | −1−2.4% | Reduced |
| Sandy Spring Bank | 41 | $38.7K | 0.00% | +8+24.2% | Added |
| J.Safra Asset Management Corp | 42 | $39.3K | 0.00% | +42 | New |
| Covestor Ltd | 43 | $41.0K | 0.03% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 44 | $41.8K | 0.03% | +44 | New |
| Vestor Capital, LLC | 47 | $44.0K | 0.00% | +47 | New |
| Meeder Asset Management Inc | 48 | $45.3K | 0.00% | −2−4.0% | Reduced |
| Evelyn Partners Asset Management Ltd | 49 | $46.2K | 0.01% | +49 | New |
| Rise Advisors, LLC | 49 | $46.2K | 0.02% | +1+2.1% | Added |
| Thompson Investment Management, Inc. | 50 | $47.1K | 0.01% | +50 | New |
| Webster Bank, N. A. | 50 | $47.1K | 0.01% | −1−2.0% | Reduced |
| American National Bank | 50 | $47.1K | 0.01% | +50 | New |
| Cullen/Frost Bankers, Inc. | 51 | $48.4K | 0.00% | +5+10.9% | Added |
| Deseret Mutual Benefit Administrators | 52 | $49.0K | 0.02% | −2−3.7% | Reduced |
| Park Square Financial Group, LLC | 52 | $49.0K | 0.03% | +52 | New |
| GW&K Investment Management, LLC | 54 | $51.0K | 0.00% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 55 | $51.9K | 0.00% | +55 | New |
| Financial Network Wealth Advisors LLC | 57 | $53.7K | 0.10% | −71−55.5% | Reduced |
| Byrne Asset Management LLC | 59 | $55.6K | 0.04% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 60 | $56.6K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 60 | $56.6K | 0.01% | +14+30.4% | Added |
| Friedenthal Financial | 61 | $57.5K | 0.03% | +61 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 63 | $59.4K | 0.01% | +15+31.3% | Added |
| Anchor Investment Management, LLC | 65 | $61.3K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 65 | $61.3K | 0.01% | +2+3.2% | Added |
| Wiser Advisor Group LLC | 66 | $62.2K | 0.09% | 00.0% | Unchanged |
| JDM Financial Group LLC | 66 | $62.2K | 0.03% | −1−1.5% | Reduced |
| Center for Financial Planning, Inc. | 67 | $63.3K | 0.01% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 69 | $64.8K | 0.03% | +21+43.8% | Added |
| Bell Investment Advisors, Inc | 69 | $65.1K | 0.01% | −1−1.4% | Reduced |
| DT Investment Partners, LLC | 71 | $66.9K | 0.01% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 73 | $68.8K | 0.04% | +73 | New |
| Summer Road LLC | 78 | $73.0K | 0.06% | 00.0% | Unchanged |
| Promus Capital, LLC | 78 | $73.5K | 0.06% | +78 | New |
| Coastline Trust Co | 79 | $74.5K | 0.01% | +4+5.3% | Added |
| MV Capital Management, Inc. | 81 | $76.4K | 0.01% | +1+1.3% | Added |
| SRS Capital Advisors, Inc. | 83 | $78.3K | 0.00% | +43+107.5% | Added |
| First Horizon Advisors, Inc. | 84 | $79.2K | 0.00% | −6−6.7% | Reduced |
| Nemes Rush Group LLC | 84 | $79.4K | 0.01% | +13+18.3% | Added |
| Hazlett, Burt & Watson, Inc. | 85 | $81.0K | 0.04% | 00.0% | Unchanged |
| Private Trust Co NA | 87 | $82.0K | 0.01% | +9+11.5% | Added |
| Empirical Asset Management, LLC | 28,115 | $82.5K | 0.03% | +28,115 | New |
| 1620 Investment Advisors, Inc. | 88 | $82.6K | 0.06% | 00.0% | Unchanged |
| Concord Wealth Partners | 89 | $83.9K | 0.01% | −2−2.2% | Reduced |
| Farmers & Merchants Investments Inc | 90 | $84.9K | 0.00% | −1−1.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 92 | $87.0K | 0.00% | +9+10.8% | Added |
| Union Savings Bank | 93 | $87.7K | 0.04% | 00.0% | Unchanged |
| Larson Financial Group LLC | 96 | $90.5K | 0.00% | −12−11.1% | Reduced |
| Bruce G. Allen Investments, LLC | 104 | $98.1K | 0.08% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 111 | $104.7K | 0.02% | +21+23.3% | Added |
| City Holding Co | 112 | $105.6K | 0.01% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 112 | $105.6K | 0.00% | +23+25.8% | Added |
| Proequities, Inc. | 117 | $108.3K | 0.01% | +6+5.4% | Added |
| Central Pacific Bank - Trust Division | 116 | $109.4K | 0.01% | −45−28.0% | Reduced |
| Centaurus Financial, Inc. | 121 | $114.0K | 0.01% | −6−4.7% | Reduced |
| Millstone Evans Group, LLC | 127 | $119.7K | 0.08% | +127 | New |
| Harbour Investments, Inc. | 130 | $123.0K | 0.00% | −42−24.4% | Reduced |
| CVA Family Office, LLC | 131 | $123.5K | 0.02% | +21+19.1% | Added |
| Tobam | 131 | $124.0K | 0.04% | −28−17.6% | Reduced |
| Delta Asset Management LLC | 132 | $124.5K | 0.01% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 134 | $126.8K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 137 | $129.2K | 0.00% | −6−4.2% | Reduced |
| Ecofi Investissements SA | 150 | $131.0K | 0.08% | +50+50.0% | Added |
| Colonial Trust Advisors | 139 | $131.1K | 0.01% | 00.0% | Unchanged |
