| Bullock Wealth Management Group | 611 | $56.6K | 0.03% | −11−1.8% | Reduced |
| Monetary Management Group Inc | 596 | $55.2K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 597 | $55.0K | 0.00% | +597 | New |
| Gables Capital Management Inc. | 575 | $53.3K | 0.03% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 572 | $53.0K | 0.02% | +65+12.8% | Added |
| Hopwood Financial Services, Inc. | 562 | $52.0K | 0.04% | +562 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 558 | $51.7K | 0.01% | −5−0.9% | Reduced |
| JNBA Financial Advisors | 553 | $51.2K | 0.01% | 00.0% | Unchanged |
| R Squared Ltd | 530 | $49.1K | 0.05% | +530 | New |
| Hilltop National Bank | 518 | $48.0K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 516 | $47.8K | 0.01% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 508 | $47.0K | 0.01% | −192−27.4% | Reduced |
| Cypress Capital Management LLC (WY) | 500 | $46.3K | 0.05% | −100−16.7% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 500 | $46.3K | 0.02% | +2+0.4% | Added |
| JFS Wealth Advisors, LLC | 492 | $45.6K | 0.00% | −27−5.2% | Reduced |
| Capital Advisors, Ltd. LLC | 473 | $44.0K | 0.01% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 459 | $42.5K | 0.04% | +459 | New |
| Maia Wealth LLC | 450 | $41.7K | 0.01% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 450 | $41.7K | 0.04% | +450 | New |
| First Command Advisory Services, Inc. | 448 | $41.5K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management Services Ltd | 447 | $41.4K | 0.01% | +447 | New |
| Creative Financial Designs Inc | 447 | $41.4K | 0.00% | +1+0.2% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 442 | $40.9K | 0.08% | +372+531.4% | Added |
| Itau Unibanco Holding S.A. | 438 | $40.6K | 0.00% | +361+468.8% | Added |
| Ransom Advisory, Ltd | 436 | $40.4K | 0.02% | −100−18.7% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 432 | $40.0K | 0.00% | +432 | New |
| Kapitalo Investimentos Ltda | 426 | $39.5K | 0.03% | +426 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 424 | $39.3K | 0.01% | 00.0% | Unchanged |
| Union Savings Bank | 411 | $38.1K | 0.02% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 402 | $37.2K | 0.03% | 00.0% | Unchanged |
| Truvestments Capital LLC | 401 | $37.1K | 0.01% | +51+14.6% | Added |
| Financial Network Wealth Advisors LLC | 400 | $37.0K | 0.07% | −8−2.0% | Reduced |
| Wellington Shields Capital Management, LLC | 400 | $37.0K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 400 | $37.0K | 0.00% | 00.0% | Unchanged |
| Motco | 399 | $37.0K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 397 | $36.8K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 396 | $36.7K | 0.00% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 410 | $36.7K | 0.00% | +410 | New |
| CarsonAllaria Wealth Management, Ltd. | 395 | $36.6K | 0.02% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 369 | $36.1K | 0.01% | +12+3.4% | Added |
| Pacific Capital Wealth Advisors, Inc | 389 | $36.0K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 384 | $35.6K | 0.00% | +3+0.8% | Added |
| Hemington Wealth Management | 383 | $35.0K | 0.01% | +42+12.3% | Added |
| Orion Capital Management LLC | 375 | $34.7K | 0.02% | +375 | New |
| Golden State Wealth Management, LLC | 372 | $34.5K | 0.01% | +372 | New |
| Flagship Wealth Advisors, LLC | 368 | $34.1K | 0.02% | +368 | New |
| Centricity Wealth Management, LLC | 355 | $32.9K | 0.03% | +355 | New |
| Paladin Advisory Group, LLC | 353 | $32.7K | 0.03% | 00.0% | Unchanged |
| Bray Capital Advisors | 350 | $32.4K | 0.01% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 336 | $31.1K | 0.02% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 330 | $30.6K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 314 | $30.2K | 0.02% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 319 | $30.0K | 0.00% | +18+6.0% | Added |
| Prestige Wealth Management Group LLC | 322 | $29.8K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 322 | $29.8K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 322 | $29.8K | 0.01% | +267+485.5% | Added |
| Missouri Trust & Investment Co | 320 | $29.6K | 0.01% | −25−7.2% | Reduced |
| Intelligent Financial Strategies | 316 | $29.3K | 0.02% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 303 | $28.1K | 0.01% | +303 | New |
| First United Bank Trust | 300 | $27.8K | 0.01% | −25−7.7% | Reduced |
| United Community Bank | 300 | $27.8K | 0.01% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 300 | $27.8K | 0.02% | 00.0% | Unchanged |
| CNB Bank | 292 | $27.0K | 0.01% | 00.0% | Unchanged |
| Stance Capital LLC | 291 | $26.9K | 0.02% | +291 | New |
| SJS Investment Consulting Inc. | 283 | $26.2K | 0.00% | −37−11.6% | Reduced |
| Plante Moran Financial Advisors, LLC | 283 | $26.2K | 0.00% | −1,102−79.6% | Reduced |
| Mascoma Wealth Management LLC | 279 | $25.8K | 0.01% | +29+11.6% | Added |
| Transce3nd, LLC | 267 | $24.7K | 0.01% | +267 | New |
| Archer Investment Corp | 263 | $24.4K | 0.01% | −4,000−93.8% | Reduced |
| Costello Asset Management, INC | 262 | $24.3K | 0.02% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 255 | $23.6K | 0.00% | +54+26.9% | Added |
| Mattson Financial Services, LLC | 225 | $23.4K | 0.01% | +225 | New |
| Osterweis Capital Management Inc | 250 | $23.2K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 250 | $23.2K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 250 | $23.2K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 249 | $23.1K | 0.00% | +178+250.7% | Added |
| Riverview Trust Co | 242 | $22.4K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 236 | $22.0K | 0.01% | −850−78.3% | Reduced |
| Sugarloaf Wealth Management, LLC | 235 | $21.8K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 235 | $21.8K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 235 | $21.8K | 0.00% | +235 | New |
| Newbridge Financial Services Group, Inc. | 234 | $21.6K | 0.01% | +13+5.9% | Added |
| West Branch Capital LLC | 232 | $21.5K | 0.01% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 230 | $21.3K | 0.01% | +230 | New |
| Duncker Streett & Co Inc | 228 | $21.1K | 0.00% | −67−22.7% | Reduced |
| DT Investment Partners, LLC | 227 | $21.0K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 218 | $20.2K | 0.01% | +218 | New |
| UMA Financial Services, Inc. | 215 | $19.9K | 0.00% | +215 | New |
| Birchbrook, Inc. | 212 | $19.6K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 206 | $19.1K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 202 | $19.0K | 0.00% | +4+2.0% | Added |
| Hexagon Capital Partners LLC | 205 | $19.0K | 0.00% | +7+3.5% | Added |
| Olistico Wealth, LLC | 200 | $18.6K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 200 | $18.5K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 198 | $18.3K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 198 | $18.3K | 0.01% | +1+0.5% | Added |
| Evelyn Partners Asset Management Ltd | 192 | $17.8K | 0.00% | +192 | New |
| BOK Financial Private Wealth, Inc. | 188 | $17.4K | 0.00% | +88+88.0% | Added |
| Valley National Advisers Inc | 189 | $17.0K | 0.00% | +169+845.0% | Added |
| Accordant Advisory Group Inc | 181 | $16.8K | 0.02% | 00.0% | Unchanged |
