| Symphony Financial, Ltd. Co. | 332 | $224.9K | 0.03% | +332 | New |
| Oslo Pensjonsforsikring AS | 318 | $223.5K | 0.03% | +318 | New |
| QTR Family Wealth, LLC | 261 | $222.6K | 0.09% | +261 | New |
| Aviance Capital Partners, LLC | 315 | $221.4K | 0.03% | +315 | New |
| Perpetual Ltd | 315 | $221.4K | 0.00% | +315 | New |
| Drucker Wealth 3.0, LLC | 315 | $221.4K | 0.04% | +315 | New |
| Sands Capital Management, LLC | 312 | $219.3K | 0.00% | +312 | New |
| Mullooly Asset Management, Inc. | 312 | $219.3K | 0.08% | +312 | New |
| Swisher Financial Concepts, Inc. | 311 | $218.6K | 0.12% | +311 | New |
| Bridgewater Advisors Inc. | 236 | $218.2K | 0.01% | +236 | New |
| Englebert Financial Advisers, LLC | 310 | $217.9K | 0.25% | +310 | New |
| Associated Banc-Corp | 305 | $214.3K | 0.01% | +305 | New |
| Palisades Hudson Asset Management, L.P. | 305 | $214.0K | 0.08% | +305 | New |
| Savvy Advisors, Inc. | 304 | $213.6K | 0.01% | +304 | New |
| waypoint wealth counsel | 303 | $212.9K | 0.11% | +303 | New |
| Concorde Asset Management, LLC | 302 | $212.2K | 0.10% | +302 | New |
| Triumph Capital Management | 301 | $211.5K | 0.04% | +220+271.6% | Added |
| Cooper Financial Group | 301 | $211.5K | 0.02% | +301 | New |
| Cullen/Frost Bankers, Inc. | 300 | $210.8K | 0.00% | −200−40.0% | Reduced |
| Cary Street Partners Financial LLC | 300 | $210.8K | 0.01% | +300 | New |
| Kingsview Wealth Management, LLC | 300 | $210.8K | 0.00% | +300 | New |
| Marks Group Wealth Management, Inc | 300 | $210.8K | 0.02% | +300 | New |
| Gordian Capital Singapore Pte Ltd | 300 | $210.8K | 0.36% | +300 | New |
| Plan Group Financial, LLC | 300 | $210.8K | 0.05% | +300 | New |
| Arlington Capital Management, Inc. | 298 | $209.4K | 0.12% | +298 | New |
| Los Angeles Capital Management LLC | 297 | $208.7K | 0.00% | 00.0% | Unchanged |
| Reflection Asset Management | 225 | $204.7K | 0.13% | +62+38.0% | Added |
| Fidelis Capital Partners, LLC | 291 | $204.5K | 0.01% | +291 | New |
| Capital Asset Advisory Services LLC | 228 | $204.1K | 0.01% | +228 | New |
| HighPoint Advisor Group LLC | 290 | $203.8K | 0.01% | −279−49.0% | Reduced |
| Harbour Investments, Inc. | 288 | $202.6K | 0.00% | +195+209.7% | Added |
| OmniStar Financial Group, Inc. | 287 | $201.7K | 0.10% | +287 | New |
| Modern Wealth Management, LLC | 262 | $200.3K | 0.00% | +262 | New |
| Fourth Dimension Wealth, LLC | 282 | $198.2K | 0.08% | +178+171.2% | Added |
| USA Financial Portformulas Corp | 268 | $188.3K | 0.04% | −352−56.8% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 250 | $175.7K | 0.04% | +250 | New |
| Glass Jacobson Investment Advisors llc | 242 | $170.1K | 0.06% | +241+24,100.0% | Added |
| Massmutual Trust Co FSB | 237 | $166.6K | 0.00% | +32+15.6% | Added |
| Cedar Mountain Advisors, LLC | 229 | $160.9K | 0.03% | +229 | New |
| Banque Cantonale Vaudoise | 224 | $157.0K | 0.01% | −98−30.4% | Reduced |
| Root Financial Partners, LLC | 220 | $154.6K | 0.01% | +211+2,344.4% | Added |
| Allianz SE | 219 | $153.9K | 0.00% | −82−27.2% | Reduced |
| Essential Partners LLC | 214 | $150.4K | 0.05% | +183+590.3% | Added |
| Compagnie Lombard Odier SCmA | 213 | $149.7K | 0.00% | 00.0% | Unchanged |
| Onefund, LLC | 195 | $148.7K | 0.10% | +195 | New |
| Covestor Ltd | 209 | $148.0K | 0.10% | +40+23.7% | Added |
| HighMark Wealth Management LLC | 200 | $140.6K | 0.06% | 00.0% | Unchanged |
| Ostrum Asset Management | 192 | $134.9K | 0.01% | +192 | New |
| Noble Wealth Management PBC | 182 | $127.9K | 0.07% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 180 | $126.5K | 0.06% | +15+9.1% | Added |
| Quarry LP | 173 | $121.6K | 0.02% | +75+76.5% | Added |
| Capital Advisors, Ltd. LLC | 170 | $119.0K | 0.01% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 150 | $105.4K | 0.01% | −300−66.7% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 150 | $105.4K | 0.01% | −150−50.0% | Reduced |
| Huntington National Bank | 139 | $97.7K | 0.00% | −68−32.9% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 139 | $97.7K | 0.04% | +139 | New |
| American National Bank | 129 | $90.7K | 0.01% | +129 | New |
| Vanguard National Trust Co | 127 | $89.3K | 0.01% | +127 | New |
| Cary Street Partner Investment Advisory LLC | 124 | $87.1K | 0.02% | +124 | New |
| Van Eck Associates Corp | 119 | $84.0K | 0.00% | +119 | New |
| CFG Wealth Management Services, Inc. | 118 | $82.9K | 0.08% | +118 | New |
| Kemnay Advisory Services Inc. | 113 | $79.4K | 0.01% | +113 | New |
| Sunbelt Securities, Inc. | 112 | $78.7K | 0.00% | +112 | New |
| Gladstone Capital Management LLP | 100 | $70.3K | 0.01% | +100 | New |
| Basecamp Wealth Advisors LLC | 99 | $69.4K | 0.01% | +9+10.0% | Added |
| Darden Wealth Group Inc | 98 | $68.9K | 0.04% | +98 | New |
| Pinnacle Wealth Planning Services, Inc. | 97 | $68.2K | 0.01% | +16+19.8% | Added |
| Meeder Asset Management Inc | 90 | $63.2K | 0.00% | +90 | New |
| International Assets Investment Management, LLC | 81 | $61.9K | 0.00% | +81 | New |
| Carolina Wealth Advisors, LLC | 88 | $61.8K | 0.03% | +88 | New |
| Rossby Financial, LCC | 78 | $59.6K | 0.01% | +30+62.5% | Added |
| Prestige Wealth Management Group LLC | 83 | $58.3K | 0.01% | −2−2.4% | Reduced |
| Wealth Preservation Advisors, LLC | 83 | $58.3K | 0.05% | +83 | New |
| Kozak & Associates, Inc. | 66 | $57.5K | 0.01% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 79 | $55.5K | 0.00% | +79 | New |
| Parkside Financial Bank & Trust | 76 | $53.4K | 0.00% | +45+145.2% | Added |
| Versant Capital Management, Inc | 76 | $53.4K | 0.01% | −14−15.6% | Reduced |
| True Wealth Design, LLC | 66 | $46.4K | 0.01% | +66 | New |
| Financial Perspectives, Inc | 66 | $46.4K | 0.01% | 00.0% | Unchanged |
| WealthCollab, LLC | 63 | $44.3K | 0.02% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 63 | $44.3K | 0.01% | +55+687.5% | Added |
| GW&K Investment Management, LLC | 63 | $44.0K | 0.00% | −82,176−99.9% | Reduced |
| Wiser Advisor Group LLC | 61 | $42.9K | 0.05% | +60+6,000.0% | Added |
| Owl Creek Wealth Partners LLC | 60 | $42.2K | 0.02% | +60 | New |
| Bogart Wealth, LLC | 58 | $40.8K | 0.00% | +4+7.4% | Added |
| Hilltop National Bank | 56 | $39.4K | 0.01% | +56 | New |
| Salomon & Ludwin, LLC | 47 | $38.9K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 52 | $36.4K | 0.00% | +52 | New |
| Farmers & Merchants Investments Inc | 50 | $35.1K | 0.00% | −13−20.6% | Reduced |
| Silicon Valley Capital Partners | 50 | $35.1K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 50 | $35.0K | 0.01% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 48 | $33.7K | 0.01% | +27+128.6% | Added |
| Blue Bell Private Wealth Management, LLC | 46 | $32.3K | 0.00% | +46 | New |
| HM Payson & Co | 45 | $31.6K | 0.00% | +45 | New |
| Grove Bank & Trust | 45 | $31.6K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 44 | $30.9K | 0.00% | +44 | New |
| Chilton Capital Management LLC | 43 | $30.2K | 0.00% | +43 | New |
| Activest Wealth Management | 41 | $28.8K | 0.01% | +37+925.0% | Added |
| Signature Equity Partners, LLC | 40 | $28.1K | 0.02% | −26−39.4% | Reduced |
| JFS Wealth Advisors, LLC | 37 | $26.0K | 0.00% | +2+5.7% | Added |
