| South Plains Financial, Inc. | 251 | $53.9K | 0.04% | +251 | New |
| Pension & Wealth Management Advisors, Inc. | 244 | $52.6K | 0.02% | +244 | New |
| Montag A & Associates Inc | 244 | $52.4K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 242 | $52.0K | 0.01% | −22−8.3% | Reduced |
| Assetmark, Inc | 242 | $52.0K | 0.00% | +230+1,916.7% | Added |
| Runnymede Capital Advisors, Inc. | 235 | $50.5K | 0.04% | +235 | New |
| City Holding Co | 234 | $50.3K | 0.01% | +234 | New |
| Talon Private Wealth, LLC | 229 | $49.2K | 0.01% | +229 | New |
| HM Payson & Co | 222 | $47.7K | 0.00% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 222 | $47.7K | 0.00% | +222 | New |
| SBI Securities Co., Ltd. | 215 | $46.2K | 0.00% | +215 | New |
| Ridgewood Investments LLC | 205 | $44.0K | 0.02% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 200 | $43.0K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 198 | $42.5K | 0.02% | +198 | New |
| Ameriflex Group, Inc. | 188 | $42.0K | 0.02% | +188 | New |
| Eagle Bay Advisors LLC | 194 | $41.7K | 0.03% | −106−35.3% | Reduced |
| Nemes Rush Group LLC | 191 | $41.0K | 0.01% | +182+2,022.2% | Added |
| Capital Advisors, Ltd. LLC | 191 | $41.0K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 190 | $40.8K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 185 | $39.8K | 0.04% | 00.0% | Unchanged |
| TFC Financial Management | 182 | $39.1K | 0.01% | 00.0% | Unchanged |
| Mattson Financial Services, LLC | 215 | $38.7K | 0.01% | −146−40.4% | Reduced |
| Rise Advisors, LLC | 180 | $38.6K | 0.02% | +4+2.3% | Added |
| Bartlett & Co. Wealth Management LLC | 177 | $38.0K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 176 | $37.8K | 0.04% | +176 | New |
| Strategic Investment Solutions, Inc. | 172 | $37.0K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 166 | $35.7K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 157 | $33.7K | 0.01% | 00.0% | Unchanged |
| Founders Capital Management | 151 | $32.4K | 0.02% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 150 | $32.2K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 150 | $32.2K | 0.03% | 00.0% | Unchanged |
| Banque Transatlantique SA | 150 | $32.1K | 0.00% | +150 | New |
| Cranbrook Wealth Management, LLC | 142 | $30.5K | 0.01% | +3+2.2% | Added |
| Kohmann Bosshard Financial Services, LLC | 135 | $29.0K | 0.00% | +135 | New |
| Covestor Ltd | 129 | $28.0K | 0.02% | −1−0.8% | Reduced |
| REAP Financial Group, LLC | 125 | $26.9K | 0.01% | +75+150.0% | Added |
| WR Wealth Planners, LLC | 123 | $26.4K | 0.01% | +97+373.1% | Added |
| Hanson & Doremus Investment Management | 120 | $26.0K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 121 | $26.0K | 0.01% | 00.0% | Unchanged |
| Clark Wealth Partners | 120 | $25.8K | 0.02% | +120 | New |
| Massmutual Trust Co FSB | 119 | $25.6K | 0.00% | +75+170.5% | Added |
| Smithfield Trust Co | 109 | $23.0K | 0.00% | +109 | New |
| Armstrong Advisory Group, Inc | 104 | $22.4K | 0.00% | +42+67.7% | Added |
| Aventura Private Wealth, LLC | 102 | $21.9K | 0.01% | +102 | New |
| Delta Asset Management LLC | 100 | $21.5K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 100 | $21.5K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 93 | $20.0K | 0.00% | +25+36.8% | Added |
| Financial Life Planners | 90 | $19.3K | 0.02% | +90 | New |
| Beacon Capital Management, LLC | 89 | $19.1K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 89 | $19.1K | 0.00% | +89 | New |
| Bell Investment Advisors, Inc | 86 | $18.5K | 0.00% | +4+4.9% | Added |
| Prestige Wealth Management Group LLC | 82 | $17.6K | 0.00% | −8−8.9% | Reduced |
| Optimum Investment Advisors | 75 | $16.1K | 0.01% | 00.0% | Unchanged |
| Kentucky Trust Co | 72 | $15.5K | 0.01% | +72 | New |
| Whipplewood Advisors, LLC | 71 | $15.3K | 0.01% | +71 | New |
| Washington Trust Advisors, Inc. | 67 | $14.4K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 66 | $14.2K | 0.01% | +16+32.0% | Added |
| Sierra Ocean, LLC | 65 | $14.0K | 0.01% | +65 | New |
| Center for Financial Planning, Inc. | 65 | $14.0K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 60 | $13.5K | 0.00% | +8+15.4% | Added |
| Colonial Trust Co | 61 | $13.2K | 0.00% | +48+369.2% | Added |
| Atlantic Edge Private Wealth Management, LLC | 60 | $12.9K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. | 60 | $12.9K | 0.04% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 56 | $12.0K | 0.00% | +22+64.7% | Added |
| Hazlett, Burt & Watson, Inc. | 55 | $12.0K | 0.01% | −27−32.9% | Reduced |
| Tortoise Investment Management, LLC | 52 | $11.2K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 50 | $11.0K | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 50 | $10.7K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 50 | $10.7K | 0.00% | +50 | New |
| Stonebridge Financial Group, LLC | 50 | $10.7K | 0.00% | +50 | New |
| Medallion Wealth Advisors, LLC | 49 | $10.6K | 0.01% | +49 | New |
| Tucker Asset Management LLC | 49 | $10.5K | 0.00% | +25+104.2% | Added |
| Perritt Capital Management Inc | 45 | $9.69K | 0.01% | +35+350.0% | Added |
| Pinnacle Bancorp, Inc. | 44 | $9.45K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 43 | $9.24K | 0.01% | +43 | New |
| Cape Investment Advisory, Inc. | 42 | $9.03K | 0.00% | −9−17.6% | Reduced |
| Johnson Financial Group, Inc. | 35 | $7.83K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 36 | $7.74K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 33 | $6.92K | 0.00% | −17−34.0% | Reduced |
| Raffa Wealth Management, LLC | 32 | $6.88K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 31 | $6.68K | 0.00% | +25+416.7% | Added |
| Tradewinds Capital Management, LLC | 30 | $6.45K | 0.00% | +30 | New |
| Logan Capital Management Inc | 30 | $6.45K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 30 | $6.45K | 0.00% | +30 | New |
| Truvestments Capital LLC | 27 | $5.80K | 0.00% | +27 | New |
| Private Wealth Management Group, LLC | 26 | $5.59K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 25 | $5.48K | 0.00% | 00.0% | Unchanged |
| Trust Co | 25 | $5.37K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 25 | $5.37K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 25 | $5.37K | 0.00% | +2+8.7% | Added |
| Abound Wealth Management | 24 | $5.19K | 0.00% | +1+4.3% | Added |
| Byrne Asset Management LLC | 24 | $5.16K | 0.00% | +3+14.3% | Added |
| TSFG, LLC | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 22 | $4.73K | 0.00% | −28−56.0% | Reduced |
| Highline Wealth Partners LLC | 22 | $4.73K | 0.00% | +4+22.2% | Added |
| Jackson, Grant Investment Advisers, Inc. | 21 | $4.51K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 20 | $4.30K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 19 | $4.08K | 0.00% | +19 | New |
| Cassady Schiller Wealth Management, LLC | 18 | $3.87K | 0.00% | +18 | New |
| Rakuten Securities, Inc. | 15 | $3.22K | 0.00% | +15 | New |