| UMA Financial Services, Inc. | 323 | $203.0K | 0.03% | +323 | New |
| Strive Asset Management, LLC | 323 | $203.0K | 0.15% | +323 | New |
| Wade Financial Advisory, Inc | 322 | $202.4K | 0.07% | −25−7.2% | Reduced |
| Lifeworks Advisors, LLC | 321 | $201.6K | 0.04% | +321 | New |
| Riverview Trust Co | 320 | $201.1K | 0.18% | +2+0.6% | Added |
| Diversified Enterprises, LLC | 319 | $200.5K | 0.02% | +319 | New |
| Park Place Capital Corp | 310 | $194.8K | 0.05% | +42+15.7% | Added |
| Covestor Ltd | 305 | $192.0K | 0.12% | −80−20.8% | Reduced |
| Catherine Avery Investment Management LLC | 300 | $188.6K | 0.17% | +300 | New |
| Hemington Wealth Management | 300 | $188.0K | 0.05% | +14+4.9% | Added |
| Johnson Financial Group, Inc. | 310 | $186.5K | 0.01% | −130−29.5% | Reduced |
| DT Investment Partners, LLC | 295 | $185.4K | 0.02% | +15+5.4% | Added |
| Versant Capital Management, Inc | 295 | $185.4K | 0.04% | +55+22.9% | Added |
| Capula Management Ltd | 291 | $182.9K | 0.00% | +31+11.9% | Added |
| YANKCOM Partnership | 286 | $179.8K | 0.10% | +286 | New |
| Center for Financial Planning, Inc. | 283 | $177.9K | 0.02% | +168+146.1% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 281 | $177.0K | 0.00% | −36−11.4% | Reduced |
| AdvisorNet Financial, Inc | 276 | $173.5K | 0.01% | −49−15.1% | Reduced |
| Murphy & Mullick Capital Management Corp | 272 | $171.0K | 0.16% | +272 | New |
| Menard Financial Group LLC | 265 | $166.6K | 0.10% | +265 | New |
| Hillsdale Investment Management Inc. | 262 | $164.7K | 0.01% | −360−57.9% | Reduced |
| Coastline Trust Co | 258 | $162.2K | 0.02% | −8−3.0% | Reduced |
| Wellington Shields & Co., LLC | 256 | $160.9K | 0.05% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 250 | $157.1K | 0.03% | −2−0.8% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 249 | $156.5K | 0.03% | −17−6.4% | Reduced |
| Western Pacific Wealth Management, LP | 247 | $155.2K | 0.13% | +28+12.8% | Added |
| Pension & Wealth Management Advisors, Inc. | 236 | $148.9K | 0.06% | +3+1.3% | Added |
| Delta Asset Management LLC | 228 | $143.3K | 0.01% | 00.0% | Unchanged |
| S&T Bank | 228 | $143.3K | 0.05% | +228 | New |
| C M Bidwell & Associates Ltd | 227 | $142.7K | 0.09% | 00.0% | Unchanged |
| Main Street Group, LTD | 227 | $141.9K | 0.05% | +2+0.9% | Added |
| ORG Partners LLC | 224 | $140.9K | 0.02% | +85+61.2% | Added |
| Rise Advisors, LLC | 219 | $137.8K | 0.07% | −6−2.7% | Reduced |
| Larson Financial Group LLC | 208 | $130.8K | 0.01% | −92−30.7% | Reduced |
| St Germain D J Co Inc | 207 | $130.1K | 0.01% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 205 | $128.8K | 0.12% | +205 | New |
| New Wave Wealth Advisors LLC | 204 | $128.2K | 0.05% | +204 | New |
| Peoples Bank | 200 | $125.7K | 0.09% | 00.0% | Unchanged |
| Birch Capital Management, LLC | 197 | $123.8K | 0.06% | 00.0% | Unchanged |
| Brown Shipley& Co Ltd | 193 | $121.3K | 0.06% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 189 | $118.9K | 0.10% | +189 | New |
| Farmers & Merchants Investments Inc | 188 | $118.2K | 0.00% | −1−0.5% | Reduced |
| General Partner, Inc. | 187 | $117.5K | 0.07% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 183 | $115.0K | 0.01% | +12+7.0% | Added |
| Indiana Trust & Investment Management CO | 180 | $113.1K | 0.04% | 00.0% | Unchanged |
| Avalon Trust Co | 177 | $111.2K | 0.01% | +20+12.7% | Added |
| Independence Bank of Kentucky | 175 | $110.0K | 0.02% | +22+14.4% | Added |
| Providence First Trust Co | 175 | $110.0K | 0.04% | +175 | New |
| Caitong International Asset Management Co., Ltd | 174 | $109.4K | 0.11% | +174 | New |
| Washington Trust Co | 172 | $108.2K | 0.00% | +5+3.0% | Added |
| Global Financial Private Client, LLC | 172 | $108.1K | 0.04% | +2+1.2% | Added |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 170 | $106.8K | 0.07% | +170 | New |
| GKV Capital Management Co., Inc. | 170 | $106.8K | 0.04% | +170 | New |
| Washington Trust Advisors, Inc. | 164 | $103.3K | 0.01% | −29−15.0% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 164 | $103.1K | 0.20% | +39+31.2% | Added |
| Fedenia Advisers LLC | 150 | $94.3K | 0.06% | +150 | New |
| Proequities, Inc. | 154 | $94.2K | 0.01% | −123−44.4% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 150 | $94.0K | 0.04% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 147 | $92.4K | 0.17% | −244−62.4% | Reduced |
| GW&K Investment Management, LLC | 145 | $91.0K | 0.00% | +4+2.8% | Added |
| Loomis Sayles & Co L P | 138 | $87.0K | 0.00% | +2+1.5% | Added |
| Private Wealth Management Group, LLC | 137 | $86.1K | 0.03% | +2+1.5% | Added |
| Curio Wealth, LLC | 134 | $84.2K | 0.05% | +134 | New |
| Clark Wealth Partners | 126 | $79.4K | 0.06% | +126 | New |
| Anfield Capital Management, LLC | 125 | $78.6K | 0.03% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 121 | $76.6K | 0.01% | −30−19.9% | Reduced |
| Addison Advisors LLC | 120 | $75.4K | 0.02% | −22−15.5% | Reduced |
| Islay Capital Management, LLC | 117 | $73.5K | 0.05% | −88−42.9% | Reduced |
| SJS Investment Consulting Inc. | 115 | $72.3K | 0.01% | +8+7.5% | Added |
| Deseret Mutual Benefit Administrators | 114 | $71.6K | 0.04% | +8+7.5% | Added |
| First Financial Corp | 114 | $71.6K | 0.03% | +114 | New |
| Atala Financial Inc | 111 | $69.8K | 0.05% | +111 | New |
| Kieckhefer Group LLC | 110 | $69.1K | 0.04% | +110 | New |
| Redwood Park Advisors LLC | 110 | $69.1K | 0.06% | +110 | New |
| Legacy Investment Solutions, LLC | 118 | $68.3K | 0.04% | +18+18.0% | Added |
| Legacy Wealth Managment, LLC | 118 | $68.3K | 0.04% | +18+18.0% | Added |
| J.Safra Asset Management Corp | 108 | $68.1K | 0.01% | +48+80.0% | Added |
| Kapitalo Investimentos Ltda | 108 | $67.9K | 0.05% | +108 | New |
| NVWM, LLC | 106 | $66.6K | 0.02% | −1,550−93.6% | Reduced |
| Ameriflex Group, Inc. | 106 | $63.7K | 0.03% | +106 | New |
| Eagle Bay Advisors LLC | 101 | $63.5K | 0.04% | −18−15.1% | Reduced |
| DecisionPoint Financial, LLC | 100 | $62.9K | 0.02% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 98 | $61.9K | 0.01% | −1−1.0% | Reduced |
| Financial Management Professionals, Inc. | 98 | $61.6K | 0.01% | +2+2.1% | Added |
| Whipplewood Advisors, LLC | 98 | $61.6K | 0.04% | +98 | New |
| BankPlus Trust Department | 97 | $61.0K | 0.02% | +97 | New |
| Abound Wealth Management | 93 | $58.4K | 0.02% | −1−1.1% | Reduced |
| Retirement Wealth Solutions LLC | 93 | $58.1K | 0.05% | +93 | New |
| Medallion Wealth Advisors, LLC | 90 | $56.6K | 0.03% | +90 | New |
| Laurel Wealth Advisors LLC | 89 | $55.9K | 0.01% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 86 | $54.1K | 0.04% | −1−1.1% | Reduced |
| Key Financial Inc | 86 | $54.1K | 0.01% | +3+3.6% | Added |
| Tortoise Investment Management, LLC | 85 | $53.4K | 0.01% | −6−6.6% | Reduced |
| Ransom Advisory, Ltd | 84 | $52.8K | 0.02% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 83 | $51.7K | 0.02% | +18+27.7% | Added |
| Toth Financial Advisory Corp | 81 | $50.6K | 0.01% | −9−10.0% | Reduced |
| Dunhill Financial, LLC | 76 | $47.8K | 0.02% | +15+24.6% | Added |
| Kimelman & Baird, LLC | 75 | $47.1K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 75 | $47.1K | 0.04% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 75 | $45.5K | 0.01% | −3−3.8% | Reduced |
