| HHM Wealth Advisors, LLC | 170 | $51.7K | 0.01% | +88+107.3% | Added |
| Farmers & Merchants Investments Inc | 170 | $51.7K | 0.00% | −1−0.6% | Reduced |
| Deseret Mutual Benefit Administrators | 168 | $51.1K | 0.02% | +72+75.0% | Added |
| Basecamp Wealth Advisors LLC | 163 | $49.7K | 0.01% | +2+1.2% | Added |
| Sherman Asset Management, Inc. | 156 | $47.4K | 0.04% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 154 | $46.8K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 153 | $46.5K | 0.00% | +3+2.0% | Added |
| Wall Street Access Asset Management, LLC | 150 | $45.6K | 0.01% | 00.0% | Unchanged |
| Avalon Trust Co | 148 | $45.0K | 0.00% | +148 | New |
| Bartlett & Co. Wealth Management LLC | 136 | $42.3K | 0.00% | +11+8.8% | Added |
| First Command Advisory Services, Inc. | 136 | $41.4K | 0.00% | +98+257.9% | Added |
| Bryn Mawr Trust Co | 134 | $40.7K | 0.00% | +5+3.9% | Added |
| Bell Investment Advisors, Inc | 128 | $38.9K | 0.01% | +2+1.6% | Added |
| North Star Investment Management Corp. | 127 | $38.6K | 0.00% | +16+14.4% | Added |
| Asset Dedication, LLC | 124 | $37.7K | 0.00% | −45−26.6% | Reduced |
| Battery Global Advisors, LLC | 122 | $37.1K | 0.02% | −476−79.6% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 120 | $36.5K | 0.01% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 110 | $36.4K | 0.02% | +110 | New |
| Private Wealth Asset Management, LLC | 119 | $36.2K | 0.00% | −2−1.7% | Reduced |
| St Germain D J Co Inc | 116 | $35.3K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 115 | $35.1K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 115 | $35.0K | 0.00% | +77+202.6% | Added |
| Meeder Asset Management Inc | 114 | $34.7K | 0.00% | +47+70.1% | Added |
| JFS Wealth Advisors, LLC | 106 | $32.2K | 0.00% | +3+2.9% | Added |
| Geneos Wealth Management Inc. | 106 | $32.2K | 0.00% | −93−46.7% | Reduced |
| Noble Wealth Management PBC | 101 | $30.7K | 0.02% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 101 | $30.7K | 0.01% | +42+71.2% | Added |
| Old Point Trust & Financial Services N A | 100 | $30.4K | 0.01% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 100 | $30.4K | 0.01% | +62+163.2% | Added |
| Smithfield Trust Co | 99 | $30.0K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 98 | $29.8K | 0.01% | 00.0% | Unchanged |
| Vanguard National Trust Co | 98 | $29.8K | 0.00% | +98 | New |
| Fountainhead AM, LLC | 97 | $29.5K | 0.03% | +97 | New |
| Caitlin John, LLC | 96 | $29.3K | 0.02% | −25−20.7% | Reduced |
| Joseph Group Capital Management | 96 | $29.2K | 0.01% | +53+123.3% | Added |
| Atlas Capital Advisors LLC | 92 | $28.0K | 0.00% | +92 | New |
| Cornerstone Planning Group LLC | 89 | $27.5K | 0.00% | +27+43.5% | Added |
| Credit Industriel Et Commercial | 90 | $27.4K | 0.00% | +90 | New |
| 1015 Capital Partners, LLC | 86 | $26.2K | 0.03% | +42+95.5% | Added |
| ORG Wealth Partners, LLC | 86 | $26.1K | 0.01% | +86 | New |
| Canton Hathaway, LLC | 85 | $25.8K | 0.01% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 83 | $25.2K | 0.01% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 83 | $25.2K | 0.00% | +83 | New |
| Clark Wealth Partners | 82 | $24.9K | 0.02% | 00.0% | Unchanged |
| Timothy G. Youngquist 2020 Irrevocable Trust | 82 | $24.9K | 0.01% | +82 | New |
| Sunbelt Securities, Inc. | 77 | $23.4K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 76 | $23.1K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 76 | $23.1K | 0.00% | 00.0% | Unchanged |
| Roxbury Financial LLC | 76 | $23.1K | 0.02% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 75 | $22.8K | 0.00% | −16−17.6% | Reduced |
| Avion Wealth | 74 | $22.0K | 0.00% | +10+15.6% | Added |
| Carolina Wealth Advisors, LLC | 71 | $21.6K | 0.01% | −5,762−98.8% | Reduced |
| DT Investment Partners, LLC | 71 | $21.6K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 69 | $21.0K | 0.00% | +2+3.0% | Added |
| Strategic Wealth Partners, Ltd. | 69 | $21.0K | 0.00% | +7+11.3% | Added |
| IMG Wealth Management, Inc. | 69 | $21.0K | 0.01% | +29+72.5% | Added |
| NBT Bank N A | 68 | $20.7K | 0.00% | +68 | New |
| Ameliora Wealth Management Ltd. | 70 | $20.1K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 64 | $19.5K | 0.00% | +27+73.0% | Added |
| Marquette Asset Management, LLC | 61 | $18.5K | 0.00% | +55+916.7% | Added |
| Sound Income Strategies, LLC | 60 | $18.5K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 60 | $18.2K | 0.00% | +30+100.0% | Added |
| Chilton Capital Management LLC | 60 | $18.2K | 0.00% | +60 | New |
| Hilton Head Capital Partners, LLC | 59 | $17.9K | 0.01% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 59 | $17.9K | 0.01% | +59 | New |
| Citizens National Bank Trust Department | 58 | $17.6K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 58 | $17.6K | 0.00% | +4+7.4% | Added |
| Dunhill Financial, LLC | 57 | $17.4K | 0.00% | +2+3.6% | Added |
| Bank of Jackson Hole Trust | 55 | $16.7K | 0.01% | −38−40.9% | Reduced |
| Cary Street Partners Financial LLC | 55 | $16.7K | 0.00% | +55 | New |
| United Community Bank | 54 | $16.4K | 0.01% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 52 | $15.8K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 51 | $15.5K | 0.00% | +17+50.0% | Added |
| City Holding Co | 50 | $15.2K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 51 | $15.0K | 0.00% | −29−36.3% | Reduced |
| Strive Financial Group ,LLC | 50 | $15.0K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 49 | $14.8K | 0.00% | +1+2.1% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 48 | $14.6K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 47 | $14.3K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 47 | $14.3K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 45 | $13.9K | 0.01% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 45 | $13.7K | 0.01% | +20+80.0% | Added |
| Oakworth Capital, Inc. | 42 | $12.8K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 42 | $12.8K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 41 | $12.5K | 0.00% | +7+20.6% | Added |
| S&T Bank | 41 | $12.5K | 0.00% | +28+215.4% | Added |
| Armstrong Advisory Group, Inc | 40 | $12.2K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 40 | $12.2K | 0.01% | −543−93.1% | Reduced |
| Clear Street Markets LLC | 38 | $11.6K | 0.01% | −4,808−99.2% | Reduced |
| Signature Equity Partners, LLC | 38 | $11.6K | 0.01% | +20+111.1% | Added |
| Kerr Financial Planning Corp | 36 | $11.5K | 0.01% | −2−5.3% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 37 | $11.3K | 0.02% | 00.0% | Unchanged |
| Crewe Advisors LLC | 37 | $11.3K | 0.00% | +24+184.6% | Added |
| Nemes Rush Group LLC | 36 | $10.9K | 0.00% | +12+50.0% | Added |
| First Pacific Financial | 35 | $10.6K | 0.00% | +28+400.0% | Added |
| Luken Investment Analytics, LLC | 35 | $10.6K | 0.00% | −26−42.6% | Reduced |
| Ritter Daniher Financial Advisory LLC | 35 | $10.6K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 35 | $10.6K | 0.00% | +24+218.2% | Added |
| Whipplewood Advisors, LLC | 34 | $10.3K | 0.01% | +34 | New |
| Bay Harbor Wealth Management, LLC | 34 | $10.3K | 0.00% | +12+54.5% | Added |
