| Financial Network Wealth Advisors LLC | 227 | $203.0K | 0.17% | −4−1.7% | Reduced |
| Beacon Capital Management, LLC | 227 | $203.0K | 0.03% | +66+41.0% | Added |
| Berger Financial Group, Inc | 227 | $203.0K | 0.01% | +227 | New |
| Five Oceans Advisors | 227 | $203.0K | 0.10% | +227 | New |
| Willis Johnson & Associates, Inc. | 226 | $202.3K | 0.02% | +226 | New |
| Stock Yards Bank & Trust Co | 226 | $202.1K | 0.01% | +226 | New |
| Leonard Rickey Investment Advisors P.L.L.C. | 226 | $202.1K | 0.05% | +226 | New |
| Kensington Investment Counsel, LLC | 226 | $202.1K | 0.08% | +226 | New |
| BlackDiamond Wealth Management Inc. | 192 | $201.3K | 0.12% | +192 | New |
| Lantern Wealth Advisors, LLC | 225 | $201.2K | 0.14% | −75−25.0% | Reduced |
| Clark Estates Inc | 225 | $201.2K | 0.04% | +225 | New |
| Emprise Bank | 225 | $201.2K | 0.12% | +225 | New |
| Union Savings Bank | 225 | $201.2K | 0.10% | 00.0% | Unchanged |
| Carlson Capital Management | 224 | $200.3K | 0.01% | +224 | New |
| Chemistry Wealth Management LLC | 224 | $200.3K | 0.05% | +224 | New |
| Hazlett, Burt & Watson, Inc. | 219 | $197.0K | 0.09% | +7+3.3% | Added |
| Rise Advisors, LLC | 220 | $196.8K | 0.09% | −27−10.9% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 219 | $195.0K | 0.06% | −160−42.2% | Reduced |
| First Personal Financial Services | 215 | $192.3K | 0.04% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 212 | $189.6K | 0.03% | +172+430.0% | Added |
| WealthCollab, LLC | 207 | $185.1K | 0.12% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 207 | $185.1K | 0.02% | +1+0.5% | Added |
| Hills Bank & Trust Co | 204 | $182.5K | 0.01% | +204 | New |
| DiNuzzo Private Wealth, Inc. | 202 | $180.7K | 0.02% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 201 | $179.8K | 0.12% | −3−1.5% | Reduced |
| United Community Bank | 200 | $178.9K | 0.07% | +5+2.6% | Added |
| Jaffetilchin Investment Partners, LLC | 200 | $178.9K | 0.01% | +200 | New |
| Hollencrest Capital Management | 199 | $178.0K | 0.01% | +32+19.2% | Added |
| Eagle Bay Advisors LLC | 193 | $172.6K | 0.07% | −5−2.5% | Reduced |
| GHP Investment Advisors, Inc. | 192 | $171.7K | 0.01% | +100+108.7% | Added |
| Montag A & Associates Inc | 190 | $169.9K | 0.01% | −7−3.6% | Reduced |
| TFC Financial Management | 186 | $166.4K | 0.03% | +93+100.0% | Added |
| Addison Advisors LLC | 184 | $164.6K | 0.05% | +25+15.7% | Added |
| Carolinas Wealth Consulting LLC | 181 | $161.4K | 0.03% | +31+20.7% | Added |
| Group One Trading, L.P. | 179 | $160.1K | 0.01% | +179 | New |
| Acropolis Investment Management, LLC | 178 | $159.2K | 0.01% | +178 | New |
| Colonial Trust Co | 176 | $157.6K | 0.02% | +90+104.7% | Added |
| MV Capital Management, Inc. | 176 | $157.4K | 0.02% | +11+6.7% | Added |
| Pin Oak Investment Advisors Inc | 175 | $156.0K | 0.14% | 00.0% | Unchanged |
| Optimum Investment Advisors | 174 | $155.6K | 0.07% | +74+74.0% | Added |
| J.Safra Asset Management Corp | 175 | $154.3K | 0.01% | +50+40.0% | Added |
| Hemington Wealth Management | 165 | $153.0K | 0.04% | +165 | New |
| Princeton Global Asset Management LLC | 168 | $150.3K | 0.03% | +168 | New |
| Westside Investment Management, Inc. | 181 | $146.9K | 0.03% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 164 | $146.7K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 141 | $146.6K | 0.02% | +45+46.9% | Added |
| Aster Capital Management (DIFC) Ltd | 159 | $142.2K | 0.03% | +159 | New |
| Riverview Trust Co | 153 | $136.8K | 0.12% | +4+2.7% | Added |
| Farmers & Merchants Investments Inc | 150 | $134.2K | 0.00% | 00.0% | Unchanged |
| Mizuho Bank, Ltd. | 150 | $134.2K | 0.03% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 149 | $133.3K | 0.02% | +149 | New |
| MB, Levis & Associates, LLC | 145 | $129.7K | 0.06% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 167 | $127.3K | 0.02% | −110−39.7% | Reduced |
| First Pacific Financial | 142 | $127.0K | 0.03% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 139 | $124.3K | 0.02% | +76+120.6% | Added |
| ORG Partners LLC | 138 | $123.4K | 0.02% | −586−80.9% | Reduced |
| Bartlett & Co. Wealth Management LLC | 123 | $110.0K | 0.00% | +2+1.7% | Added |
| Meeder Asset Management Inc | 121 | $108.2K | 0.01% | +24+24.7% | Added |
| Atlas Capital Advisors LLC | 120 | $107.3K | 0.02% | −130−52.0% | Reduced |
| Delta Asset Management LLC | 114 | $102.0K | 0.01% | 00.0% | Unchanged |
| DSM Capital Partners LLC | 112 | $100.2K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 112 | $100.2K | 0.16% | +112 | New |
| Operose Advisors LLC | 111 | $99.3K | 0.03% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 110 | $98.4K | 0.01% | −23−17.3% | Reduced |
| West Branch Capital LLC | 108 | $96.6K | 0.03% | +1+0.9% | Added |
| Caitlin John, LLC | 90 | $94.1K | 0.06% | −3−3.2% | Reduced |
| Arlington Trust Co LLC | 103 | $92.1K | 0.02% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 101 | $90.0K | 0.01% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 99 | $89.0K | 0.00% | −38−27.7% | Reduced |
| AdvisorNet Financial, Inc | 96 | $85.9K | 0.01% | +24+33.3% | Added |
| Byrne Asset Management LLC | 95 | $85.0K | 0.06% | −9−8.7% | Reduced |
| Bay Harbor Wealth Management, LLC | 94 | $84.1K | 0.03% | −5−5.1% | Reduced |
| Capital Advisors, Ltd. LLC | 94 | $84.0K | 0.01% | +12+14.6% | Added |
| Capital Performance Advisors LLP | 93 | $83.3K | 0.03% | +93 | New |
| Financial Connections Group, Inc. | 93 | $83.0K | 0.04% | +6+6.9% | Added |
| Global Trust Asset Management, LLC | 86 | $76.9K | 0.03% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 83 | $74.2K | 0.02% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 80 | $72.0K | 0.02% | 00.0% | Unchanged |
| Planning Capital Management Corp | 80 | $71.6K | 0.05% | −183−69.6% | Reduced |
| Armstrong Advisory Group, Inc | 80 | $71.6K | 0.01% | −4−4.8% | Reduced |
| Avondale Wealth Management | 80 | $71.6K | 0.05% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 80 | $71.6K | 0.03% | +10+14.3% | Added |
| Main Street Group, LTD | 77 | $68.9K | 0.03% | 00.0% | Unchanged |
| Avalon Trust Co | 76 | $68.0K | 0.01% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 75 | $67.1K | 0.01% | −75−50.0% | Reduced |
| Catalyst Capital Advisors LLC | 74 | $66.2K | 0.00% | +74 | New |
| Bell Investment Advisors, Inc | 71 | $63.5K | 0.01% | +6+9.2% | Added |
| Centerpoint Advisors, LLC | 70 | $63.0K | 0.02% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 70 | $62.6K | 0.05% | 00.0% | Unchanged |
| Solstein Capital, LLC | 70 | $62.6K | 0.03% | 00.0% | Unchanged |
| Abound Wealth Management | 69 | $62.0K | 0.02% | +7+11.3% | Added |
| Cornerstone Planning Group LLC | 65 | $62.0K | 0.02% | −13−16.7% | Reduced |
| Financial Management Professionals, Inc. | 67 | $60.0K | 0.01% | +29+76.3% | Added |
| Pension & Wealth Management Advisors, Inc. | 67 | $60.0K | 0.03% | +67 | New |
| Northwest Capital Management Inc | 65 | $58.1K | 0.02% | 00.0% | Unchanged |
| MidAtlantic Capital Management, Inc. | 65 | $58.1K | 0.04% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 63 | $56.3K | 0.03% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 60 | $53.7K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 59 | $52.8K | 0.01% | +25+73.5% | Added |
| GoalVest Advisory LLC | 58 | $51.9K | 0.01% | 00.0% | Unchanged |
