| Avion Wealth | 18 | $14.0K | 0.00% | −2−10.0% | Reduced |
| Manning & Napier Advisors LLC | 19 | $14.9K | 0.00% | +19 | New |
| FSA Wealth Management LLC | 19 | $14.9K | 0.01% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 19 | $15.0K | 0.00% | +19 | New |
| Transamerica Financial Advisors, Inc. | 20 | $15.1K | 0.00% | +19+1,900.0% | Added |
| Bank of Jackson Hole Trust | 20 | $15.7K | 0.01% | −14−41.2% | Reduced |
| Mechanics Financial Corp | 20 | $15.7K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 20 | $15.7K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 21 | $16.4K | 0.01% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 21 | $16.4K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 22 | $17.2K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 22 | $17.2K | 0.01% | 00.0% | Unchanged |
| Clark Wealth Partners | 23 | $17.6K | 0.01% | +19+475.0% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 23 | $18.0K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 23 | $18.0K | 0.00% | −15−39.5% | Reduced |
| Caitong International Asset Management Co., Ltd | 23 | $18.0K | 0.01% | +23 | New |
| Financial Management Professionals, Inc. | 24 | $18.8K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 25 | $19.0K | 0.00% | +2+8.7% | Added |
| Hollencrest Capital Management | 25 | $19.6K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 25 | $19.6K | 0.01% | +25 | New |
| True Wealth Design, LLC | 25 | $19.7K | 0.01% | +19+316.7% | Added |
| Rossby Financial, LCC | 26 | $20.1K | 0.01% | +18+225.0% | Added |
| Brown, Lisle/Cummings, Inc. | 26 | $20.4K | 0.01% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 26 | $20.4K | 0.01% | +26 | New |
| CoreCap Advisors, LLC | 26 | $20.4K | 0.00% | −4−13.3% | Reduced |
| Activest Wealth Management | 27 | $21.1K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 27 | $21.1K | 0.00% | +18+200.0% | Added |
| CNB Bank | 28 | $21.9K | 0.01% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 28 | $21.9K | 0.00% | −71−71.7% | Reduced |
| WPG Advisers, LLC | 29 | $22.7K | 0.02% | +7+31.8% | Added |
| Bryn Mawr Trust Co | 30 | $23.5K | 0.00% | −464−93.9% | Reduced |
| Fortitude Family Office, LLC | 30 | $23.5K | 0.01% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 30 | $23.5K | 0.01% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 30 | $23.5K | 0.02% | +11+57.9% | Added |
| Provenance Wealth Advisors, LLC | 30 | $23.5K | 0.00% | +25+500.0% | Added |
| Kerr Financial Planning Corp | 30 | $23.8K | 0.03% | +30 | New |
| AdvisorNet Financial, Inc | 31 | $24.3K | 0.00% | +13+72.2% | Added |
| American Capital Advisory, LLC | 31 | $24.3K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 32 | $25.1K | 0.01% | −7−17.9% | Reduced |
| Ameriflex Group, Inc. | 32 | $25.1K | 0.01% | +26+433.3% | Added |
| CBIZ Investment Advisory Services, LLC | 33 | $25.9K | 0.00% | −13−28.3% | Reduced |
| Abound Wealth Management | 34 | $26.6K | 0.01% | +23+209.1% | Added |
| Pingora Partners LLC | 35 | $27.4K | 0.02% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 36 | $28.2K | 0.02% | −18−33.3% | Reduced |
| Strategic Wealth Partners, Ltd. | 37 | $29.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 38 | $29.8K | 0.00% | +5+15.2% | Added |
| Covestor Ltd | 38 | $30.0K | 0.02% | −2−5.0% | Reduced |
| GHP Investment Advisors, Inc. | 39 | $30.5K | 0.00% | 00.0% | Unchanged |
| Clal Insurance Enterprises Holdings Ltd | 39 | $31.0K | 0.00% | +4+11.4% | Added |
| Binnacle Investments Inc | 40 | $31.3K | 0.02% | +1+2.6% | Added |
| Toth Financial Advisory Corp | 40 | $31.3K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 40 | $31.4K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 41 | $32.1K | 0.00% | −39−48.8% | Reduced |
| Private Wealth Asset Management, LLC | 42 | $32.9K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 45 | $35.2K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 45 | $35.2K | 0.00% | +11+32.4% | Added |
| Salomon & Ludwin, LLC | 48 | $37.4K | 0.00% | +48 | New |
| Cornerstone Planning Group LLC | 45 | $37.5K | 0.01% | +13+40.6% | Added |
| Nemes Rush Group LLC | 49 | $38.1K | 0.00% | +3+6.5% | Added |
| Evelyn Partners Asset Management Ltd | 49 | $38.4K | 0.01% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 50 | $39.2K | 0.01% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 50 | $39.2K | 0.00% | +3+6.4% | Added |
| Deseret Mutual Benefit Administrators | 52 | $40.7K | 0.02% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 53 | $41.0K | 0.01% | +21+65.6% | Added |
| Aventura Private Wealth, LLC | 58 | $45.4K | 0.02% | −15−20.5% | Reduced |
| Key Financial Inc | 60 | $46.4K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 60 | $46.9K | 0.02% | +3+5.3% | Added |
| Silvant Capital Management LLC | 60 | $47.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 63 | $49.0K | 0.01% | +42+200.0% | Added |
| Central Pacific Bank - Trust Division | 65 | $50.9K | 0.01% | −72−52.6% | Reduced |
| Farmers & Merchants Investments Inc | 65 | $50.9K | 0.00% | −25−27.8% | Reduced |
| Anchor Investment Management, LLC | 65 | $50.9K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 67 | $52.5K | 0.07% | +67 | New |
| Center for Financial Planning, Inc. | 67 | $52.7K | 0.01% | 00.0% | Unchanged |
| Essential Partners LLC | 69 | $54.0K | 0.02% | +6+9.5% | Added |
| Perkins Coie Trust Co | 70 | $54.8K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 71 | $55.6K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 73 | $57.2K | 0.00% | +73 | New |
| 1620 Investment Advisors, Inc. | 74 | $58.2K | 0.04% | −5−6.3% | Reduced |
| Glen Eagle Advisors, LLC | 75 | $58.7K | 0.01% | +29+63.0% | Added |
| Versant Capital Management, Inc | 76 | $59.5K | 0.01% | −147−65.9% | Reduced |
| GW&K Investment Management, LLC | 77 | $60.0K | 0.00% | +10+14.9% | Added |
| Summer Road LLC | 78 | $61.1K | 0.04% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 82 | $64.2K | 0.01% | +4+5.1% | Added |
| Hazlett, Burt & Watson, Inc. | 86 | $67.0K | 0.02% | +1+1.2% | Added |
| Guinness Asset Management LTD | 91 | $71.1K | 0.00% | +91 | New |
| Tobam | 92 | $72.0K | 0.03% | −11−10.7% | Reduced |
| Loomis Sayles & Co L P | 94 | $73.6K | 0.00% | +12+14.6% | Added |
| Manchester Capital Management LLC | 96 | $75.2K | 0.01% | +4+4.3% | Added |
| Bell Investment Advisors, Inc | 98 | $76.5K | 0.01% | +9+10.1% | Added |
| CVA Family Office, LLC | 99 | $77.5K | 0.01% | −33−25.0% | Reduced |
| Freemont Management S.A. | 100 | $78.3K | 0.06% | −900−90.0% | Reduced |
| Bruce G. Allen Investments, LLC | 100 | $78.3K | 0.06% | −2−2.0% | Reduced |
| American National Bank | 101 | $79.1K | 0.01% | −6−5.6% | Reduced |
| City Holding Co | 102 | $79.9K | 0.01% | 00.0% | Unchanged |
| Fulcrum Asset Management LLP | 114 | $89.3K | 0.02% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 114 | $89.3K | 0.10% | +8+7.5% | Added |
| Itau Unibanco Holding S.A. | 115 | $90.1K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 116 | $90.5K | 0.00% | −6−4.9% | Reduced |
| Atlantic Union Bankshares Corp | 117 | $91.6K | 0.00% | +84+254.5% | Added |
