| Maridea Wealth Management LLC | 605 | $209.1K | 0.07% | +605 | New |
| Elevatus Welath Management | 601 | $207.7K | 0.12% | +601 | New |
| King Luther Capital Management Corp | 600 | $207.3K | 0.00% | +600 | New |
| Investment House LLC | 600 | $207.3K | 0.01% | +600 | New |
| Sivia Capital Partners, LLC | 597 | $206.2K | 0.10% | +597 | New |
| Capstone Investment Advisors, LLC | 595 | $205.6K | 0.00% | −3,840−86.6% | Reduced |
| Kuhn & Co Investment Counsel | 593 | $204.9K | 0.17% | +593 | New |
| Wealth Alliance | 591 | $204.3K | 0.02% | +591 | New |
| First Business Financial Services, Inc. | 591 | $204.2K | 0.02% | +591 | New |
| Heritage Wealth Advisors | 590 | $204.0K | 0.01% | −2−0.3% | Reduced |
| RFG Advisory, LLC | 589 | $203.7K | 0.01% | +589 | New |
| Matrix Private Capital Group LLC | 589 | $203.5K | 0.12% | −264−30.9% | Reduced |
| Versant Capital Management, Inc | 588 | $203.2K | 0.03% | +185+45.9% | Added |
| GeoWealth Management, LLC | 583 | $201.5K | 0.01% | −562−49.1% | Reduced |
| Harbor Investment Advisory, LLC | 583 | $201.5K | 0.02% | −188−24.4% | Reduced |
| Claret Asset Management Corp | – | $201.0K | 0.03% | – | New |
| Planning Directions Inc | 582 | $201.0K | 0.09% | +582 | New |
| Capital Investment Advisory Services, LLC | 579 | $200.1K | 0.02% | +579 | New |
| Cary Street Partners Financial LLC | 561 | $194.0K | 0.01% | −62−10.0% | Reduced |
| Luken Investment Analytics, LLC | 548 | $189.4K | 0.09% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 574 | $189.0K | 0.13% | −172−23.1% | Reduced |
| CVA Family Office, LLC | 538 | $185.9K | 0.03% | +63+13.3% | Added |
| Covestor Ltd | 522 | $180.0K | 0.12% | +92+21.4% | Added |
| GHP Investment Advisors, Inc. | 503 | $173.8K | 0.01% | +3+0.6% | Added |
| First Financial Corp | 500 | $172.8K | 0.08% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 500 | $168.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 486 | $167.9K | 0.00% | +110+29.3% | Added |
| Cromwell Holdings LLC | 474 | $163.8K | 0.11% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 454 | $156.9K | 0.14% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 430 | $148.6K | 0.02% | −54−11.2% | Reduced |
| Sandy Spring Bank | 425 | $146.9K | 0.01% | −46−9.8% | Reduced |
| Millstone Evans Group, LLC | 419 | $144.8K | 0.10% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 478 | $143.5K | 0.05% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 410 | $141.7K | 0.11% | – | – |
| Country Trust Bank | 400 | $138.2K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 400 | $138.2K | 0.04% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 398 | $137.5K | 0.03% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 388 | $134.1K | 0.01% | −18−4.4% | Reduced |
| Evolution Advisers, Inc. | 390 | $134.0K | 0.07% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 360 | $124.0K | 0.10% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 350 | $120.9K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 345 | $120.0K | 0.01% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 336 | $116.1K | 0.02% | −6,979−95.4% | Reduced |
| Wayfinding Financial, LLC | 328 | $113.0K | 0.05% | +328 | New |
| Virtus ETF Advisers LLC | 318 | $109.9K | 0.07% | +318 | New |
| Mark Sheptoff Financial Planning, LLC | 300 | $103.7K | 0.06% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 295 | $101.9K | 0.00% | −1,349−82.1% | Reduced |
| Boyd Watterson Asset Management LLC | 292 | $100.9K | 0.03% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 292 | $100.9K | 0.00% | +11+3.9% | Added |
| Westside Investment Management, Inc. | 289 | $99.9K | 0.02% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 284 | $98.1K | 0.01% | +284 | New |
| Close Asset Management Ltd | 275 | $95.0K | 0.00% | 00.0% | Unchanged |
| Berbice Capital Management LLC | 260 | $89.8K | 0.08% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 251 | $86.8K | 0.04% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 243 | $84.0K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 243 | $84.0K | 0.01% | +128+111.3% | Added |
| Iron Horse Wealth Management, LLC | 233 | $80.5K | 0.03% | +233 | New |
| Creative Financial Designs Inc | 231 | $79.8K | 0.01% | +1+0.4% | Added |
| Hemington Wealth Management | 229 | $79.0K | 0.01% | +24+11.7% | Added |
| Trifecta Capital Advisors, LLC | 225 | $77.7K | 0.02% | 00.0% | Unchanged |
| Financial Network Wealth Management LLC | 222 | $76.0K | 0.03% | +222 | New |
| Capital Advisors, Ltd. LLC | 218 | $75.0K | 0.01% | +10+4.8% | Added |
| UMA Financial Services, Inc. | 217 | $75.0K | 0.01% | +3+1.4% | Added |
| Cary Street Partner Investment Advisory LLC | 207 | $71.5K | 0.04% | +60+40.8% | Added |
| Legacy Wealth Managment, LLC | 206 | $71.2K | 0.05% | +15+7.9% | Added |
| GoalVest Advisory LLC | 205 | $70.8K | 0.02% | −75−26.8% | Reduced |
| Security National Bank | 200 | $69.1K | 0.01% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 200 | $69.1K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 200 | $69.0K | 0.03% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 199 | $68.8K | 0.01% | +48+31.8% | Added |
| PFG Private Wealth Management, LLC | 199 | $68.8K | 0.04% | 00.0% | Unchanged |
| LRI Investments, LLC | 174 | $60.1K | 0.01% | −44−20.2% | Reduced |
| Riverview Trust Co | 174 | $60.1K | 0.06% | −6−3.3% | Reduced |
| Financial Management Professionals, Inc. | 163 | $56.3K | 0.01% | −1−0.6% | Reduced |
| Red Tortoise LLC | 157 | $54.3K | 0.03% | 00.0% | Unchanged |
| Activest Wealth Management | 151 | $52.1K | 0.01% | +16+11.9% | Added |
| NBT Bank N A | 150 | $51.8K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 150 | $51.8K | 0.02% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 150 | $51.8K | 0.05% | 00.0% | Unchanged |
| Tacita Capital Inc | 142 | $49.1K | 0.04% | 00.0% | Unchanged |
| Clark Wealth Partners | 142 | $49.1K | 0.04% | +142 | New |
| Groupe la Francaise | 143 | $49.0K | 0.00% | +143 | New |
| Toth Financial Advisory Corp | 138 | $47.7K | 0.01% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 138 | $47.7K | 0.01% | +138 | New |
| Clearstead Advisors, LLC | 133 | $46.0K | 0.00% | −551−80.6% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 130 | $44.9K | 0.02% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 130 | $44.9K | 0.00% | +12+10.2% | Added |
| Tidemark, LLC | 119 | $41.1K | 0.02% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 116 | $40.0K | 0.00% | +50+75.8% | Added |
| Rise Advisors, LLC | 114 | $39.4K | 0.02% | +2+1.8% | Added |
| Bell Investment Advisors, Inc | 114 | $39.4K | 0.01% | +2+1.8% | Added |
| ORG Partners LLC | 111 | $38.4K | 0.01% | +86+344.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 109 | $37.7K | 0.00% | −10−8.4% | Reduced |
| Bayforest Capital Ltd | 106 | $36.6K | 0.02% | −280−72.5% | Reduced |
| GW&K Investment Management, LLC | 102 | $35.0K | 0.00% | −2−1.9% | Reduced |
| WealthCollab, LLC | 99 | $34.2K | 0.02% | +25+33.8% | Added |
| Salomon & Ludwin, LLC | 98 | $33.9K | 0.00% | −6−5.8% | Reduced |
| Brown, Lisle/Cummings, Inc. | 96 | $33.2K | 0.01% | +1+1.1% | Added |
| Abound Wealth Management | 93 | $32.0K | 0.01% | +1+1.1% | Added |
| Bartlett & Co. Wealth Management LLC | 89 | $30.8K | 0.00% | +80+888.9% | Added |