| Autumn Glory Partners, LLC | 85 | $222.2K | 0.10% | +85 | New |
| NWF Advisory Services Inc. | 85 | $222.2K | 0.03% | +85 | New |
| Walker Asset Management, LLC | 83 | $216.9K | 0.13% | +83 | New |
| Farmers & Merchants Trust Co of Long Beach | 83 | $216.9K | 0.05% | +83 | New |
| Centric Wealth Management | 92 | $216.5K | 0.05% | −20−17.9% | Reduced |
| Group One Trading, L.P. | 82 | $214.3K | 0.01% | +43+110.3% | Added |
| Sollinda Capital Management LLC | 82 | $214.3K | 0.06% | +82 | New |
| Gemmer Asset Management LLC | 81 | $212.5K | 0.02% | +81 | New |
| BLB&B Advisors, LLC | 81 | $211.7K | 0.01% | +81 | New |
| Transcend Wealth Collective, LLC | 81 | $211.7K | 0.02% | +81 | New |
| Endeavor Private Wealth, Inc. | 81 | $211.7K | 0.10% | +81 | New |
| Cherry Creek Investment Advisors, Inc. | 80 | $209.6K | 0.10% | +80 | New |
| Leisure Capital Management | 80 | $209.1K | 0.08% | +80 | New |
| Quent Capital, LLC | 80 | $209.1K | 0.02% | 00.0% | Unchanged |
| Satovsky Asset Management LLC | 80 | $209.1K | 0.04% | +80 | New |
| Trust Co of the South | 80 | $209.1K | 0.04% | +80 | New |
| Landing Point Financial Group, LLC | 80 | $209.1K | 0.13% | +80 | New |
| New Wave Wealth Advisors LLC | 80 | $209.1K | 0.09% | +80 | New |
| Vestor Capital, LLC | 663 | $207.0K | 0.02% | +577+670.9% | Added |
| Headinvest, LLC | 79 | $206.5K | 0.04% | +79 | New |
| Sowell Financial Services LLC | 79 | $206.5K | 0.01% | +79 | New |
| Fiduciary Group LLC | 79 | $206.5K | 0.02% | +79 | New |
| Ascent Group, LLC | 78 | $203.9K | 0.01% | +78 | New |
| Fulton Bank, N.A. | 78 | $203.9K | 0.01% | +78 | New |
| Retirement Planning Co of New England, Inc. | 78 | $203.9K | 0.09% | +78 | New |
| Summa Corp. | 78 | $203.9K | 0.11% | +78 | New |
| CTC LLC | 77 | $201.3K | 0.01% | −796−91.2% | Reduced |
| EverSource Wealth Advisors, LLC | 77 | $201.3K | 0.01% | 00.0% | Unchanged |
| Cardiff Park Advisors, LLC | 77 | $201.3K | 0.02% | +77 | New |
| SageView Advisory Group, LLC | 85 | $200.1K | 0.01% | +85 | New |
| Ancora Advisors, LLC | 76 | $198.6K | 0.00% | +15+24.6% | Added |
| CVA Family Office, LLC | 74 | $193.4K | 0.03% | +3+4.2% | Added |
| Atticus Wealth Management, LLC | 74 | $193.4K | 0.05% | +25+51.0% | Added |
| Evelyn Partners Investment Management LLP | 73 | $190.8K | 0.01% | −165−69.3% | Reduced |
| Bank of New Hampshire | 73 | $190.8K | 0.05% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 71 | $185.6K | 0.07% | −28−28.3% | Reduced |
| MV Capital Management, Inc. | 71 | $185.6K | 0.02% | 00.0% | Unchanged |
| Optimum Investment Advisors | 70 | $183.0K | 0.08% | +24+52.2% | Added |
| Asset Dedication, LLC | 69 | $180.3K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 67 | $175.8K | 0.02% | +2+3.1% | Added |
| North Star Investment Management Corp. | 67 | $175.1K | 0.01% | +62+1,240.0% | Added |
| TD Private Client Wealth LLC | 66 | $172.5K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 67 | $167.6K | 0.04% | +15+28.8% | Added |
| Aventura Private Wealth, LLC | 63 | $164.7K | 0.07% | −6−8.7% | Reduced |
| Hollencrest Capital Management | 63 | $164.7K | 0.01% | 00.0% | Unchanged |
| Promus Capital, LLC | 63 | $164.7K | 0.11% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 63 | $164.7K | 0.20% | +63 | New |
| UMA Financial Services, Inc. | 63 | $163.4K | 0.03% | −12−16.0% | Reduced |
| Provenance Wealth Advisors, LLC | 61 | $159.4K | 0.02% | +33+117.9% | Added |
| Trifecta Capital Advisors, LLC | 60 | $156.8K | 0.03% | 00.0% | Unchanged |
| Tidemark, LLC | 58 | $151.6K | 0.05% | +26+81.3% | Added |
| WPG Advisers, LLC | 57 | $149.0K | 0.13% | −6−9.5% | Reduced |
| Abound Wealth Management | 57 | $149.0K | 0.04% | −3−5.0% | Reduced |
| Orion Capital Management LLC | 55 | $143.8K | 0.05% | −50−47.6% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 55 | $143.2K | 0.00% | 00.0% | Unchanged |
| LMR Partners LLP | 51 | $133.3K | 0.00% | −600−92.2% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 50 | $130.7K | 0.04% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 47 | $122.8K | 0.08% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 46 | $120.2K | 0.01% | 00.0% | Unchanged |
| Banque Transatlantique SA | 45 | $118.2K | 0.00% | +21+87.5% | Added |
| Opal Wealth Advisors, LLC | 45 | $117.6K | 0.03% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 43 | $112.4K | 0.00% | −2−4.4% | Reduced |
| NBC Securities, Inc. | 43 | $112.0K | 0.01% | +6+16.2% | Added |
| Smartleaf Asset Management LLC | 42 | $107.5K | 0.01% | −5−10.6% | Reduced |
| Hilltop National Bank | 41 | $107.2K | 0.03% | +41 | New |
| Main Street Group, LTD | 40 | $104.5K | 0.03% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 39 | $101.9K | 0.01% | −4−9.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 38 | $99.3K | 0.05% | +16+72.7% | Added |
| Johnson Financial Group, Inc. | 38 | $99.3K | 0.00% | −14−26.9% | Reduced |
| First Command Advisory Services, Inc. | 37 | $96.7K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 36 | $94.1K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 35 | $91.5K | 0.01% | +35 | New |
| Wesleyan Assurance Society | 35 | $91.0K | 0.01% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 38 | $89.3K | 0.03% | +38 | New |
| Activest Wealth Management | 33 | $86.6K | 0.02% | +20+153.8% | Added |
| Beaird Harris Wealth Management, LLC | 33 | $86.3K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 33 | $86.3K | 0.01% | +2+6.5% | Added |
| Holos Integrated Wealth LLC | 35 | $81.6K | 0.05% | +16+84.2% | Added |
| Catalyst Capital Advisors LLC | 31 | $81.0K | 0.00% | −8−20.5% | Reduced |
| Ronald Blue Trust, Inc. | 30 | $78.4K | 0.00% | −7−18.9% | Reduced |
| Bell Investment Advisors, Inc | 30 | $78.4K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 30 | $78.4K | 0.02% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 30 | $78.4K | 0.02% | +30 | New |
| Cornerstone National Bank & Trust Co | 29 | $75.8K | 0.03% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 29 | $75.8K | 0.00% | +29 | New |
| Hazlett, Burt & Watson, Inc. | 29 | $75.0K | 0.03% | +27+1,350.0% | Added |
| Golden State Wealth Management, LLC | 28 | $73.2K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 28 | $73.2K | 0.01% | −10−26.3% | Reduced |
| VSM Wealth Advisory, LLC | 28 | $73.2K | 0.02% | +26+1,300.0% | Added |
| Pinnacle Bancorp, Inc. | 27 | $70.6K | 0.02% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 26 | $68.0K | 0.01% | −561−95.6% | Reduced |
| Grove Bank & Trust | 26 | $68.0K | 0.01% | −8−23.5% | Reduced |
| Financial Network Wealth Advisors LLC | 26 | $68.0K | 0.08% | +1+4.0% | Added |
| GFG Capital, LLC | 26 | $68.0K | 0.02% | +26 | New |
| Legacy Bridge, LLC | 25 | $65.3K | 0.03% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 25 | $65.3K | 0.00% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 24 | $62.7K | 0.03% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 24 | $62.7K | 0.06% | +5+26.3% | Added |
| Bernard Wealth Management Corp. | 23 | $60.1K | 0.03% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 22 | $57.5K | 0.01% | −1−4.3% | Reduced |
