| Aster Capital Management (DIFC) Ltd | 39 | $24.8K | 0.01% | +39 | New |
| Whipplewood Advisors, LLC | 39 | $24.8K | 0.01% | +39 | New |
| West Branch Capital LLC | 40 | $25.4K | 0.01% | 00.0% | Unchanged |
| Arcadia Investment Advisors LLC | 40 | $25.4K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 41 | $26.1K | 0.01% | +6+17.1% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 41 | $26.7K | 0.00% | +5+13.9% | Added |
| Pacific Capital Wealth Advisors, Inc | 42 | $26.7K | 0.00% | −3−6.7% | Reduced |
| Van Hulzen Asset Management, LLC | 43 | $27.4K | 0.00% | +43 | New |
| Cornerstone Planning Group LLC | 42 | $27.8K | 0.01% | +2+5.0% | Added |
| Hexagon Capital Partners LLC | 44 | $28.0K | 0.01% | +14+46.7% | Added |
| Bangor Savings Bank | 44 | $28.0K | 0.00% | 00.0% | Unchanged |
| Trust Co | 45 | $28.6K | 0.00% | +45 | New |
| Center for Financial Planning, Inc. | 46 | $29.3K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 46 | $29.3K | 0.00% | +11+31.4% | Added |
| Millstone Evans Group, LLC | 47 | $29.9K | 0.02% | +47 | New |
| Hallmark Capital Management Inc | 48 | $30.5K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 48 | $30.8K | 0.02% | −16−25.0% | Reduced |
| Gables Capital Management Inc. | 49 | $31.2K | 0.02% | 00.0% | Unchanged |
| Clean Yield Group | 50 | $31.8K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 50 | $31.8K | 0.01% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 50 | $31.8K | 0.02% | +50 | New |
| Carolinas Wealth Consulting LLC | 52 | $32.8K | 0.01% | −3−5.5% | Reduced |
| WealthCollab, LLC | 52 | $33.1K | 0.02% | −19−26.8% | Reduced |
| Pingora Partners LLC | 55 | $35.0K | 0.02% | 00.0% | Unchanged |
| Bank of New Hampshire | 55 | $35.0K | 0.01% | +55 | New |
| GW&K Investment Management, LLC | 55 | $35.0K | 0.00% | +2+3.8% | Added |
| Prestige Wealth Management Group LLC | 55 | $35.1K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 50 | $35.4K | 0.00% | −750−93.8% | Reduced |
| First United Bank Trust | 56 | $35.6K | 0.01% | −3−5.1% | Reduced |
| Salomon & Ludwin, LLC | 57 | $36.3K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 58 | $36.9K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 58 | $36.9K | 0.02% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 59 | $37.5K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 59 | $37.5K | 0.01% | −4−6.3% | Reduced |
| Covestor Ltd | 60 | $38.0K | 0.02% | +4+7.1% | Added |
| Kestra Investment Management, LLC | 62 | $39.7K | 0.00% | +62 | New |
| Proffitt & Goodson Inc | 63 | $40.1K | 0.01% | 00.0% | Unchanged |
| Motco | 64 | $40.7K | 0.00% | +2+3.2% | Added |
| Grayhawk Investment Strategies Inc. | 66 | $42.0K | 0.08% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 66 | $42.0K | 0.00% | +45+214.3% | Added |
| Hager Investment Management Services, LLC | 69 | $43.9K | 0.03% | +69 | New |
| Canton Hathaway, LLC | 69 | $44.0K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 70 | $44.4K | 0.02% | +1+1.4% | Added |
| Private Wealth Management Group, LLC | 72 | $45.8K | 0.02% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 74 | $46.6K | 0.04% | +74 | New |
| Game Plan Financial Advisors, LLC | 75 | $47.7K | 0.02% | 00.0% | Unchanged |
| Bray Capital Advisors | 75 | $47.7K | 0.01% | 00.0% | Unchanged |
| City State Bank | 75 | $47.7K | 0.02% | 00.0% | Unchanged |
| Pilgrim Partners Asia Pte Ltd | 75 | $47.7K | 0.04% | +75 | New |
| DHJJ Financial Advisors, Ltd. | 75 | $47.7K | 0.02% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 76 | $48.3K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 76 | $48.3K | 0.02% | +3+4.1% | Added |
| SBI Securities Co., Ltd. | 77 | $49.0K | 0.00% | +77 | New |
| Bellwether Advisors, LLC | 78 | $49.6K | 0.01% | +78 | New |
| WPG Advisers, LLC | 78 | $49.6K | 0.05% | +78 | New |
| Quest 10 Wealth Builders, Inc. | 80 | $50.9K | 0.05% | +80 | New |
| Sandy Spring Bank | 81 | $51.5K | 0.00% | +6+8.0% | Added |
| Princeton Global Asset Management LLC | 86 | $54.6K | 0.01% | −2,954−97.2% | Reduced |
| Financial Life Planners | 86 | $55.0K | 0.05% | +86 | New |
| Independence Bank of Kentucky | 87 | $55.3K | 0.01% | +18+26.1% | Added |
| Deseret Mutual Benefit Administrators | 89 | $56.6K | 0.03% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 90 | $57.2K | 0.01% | +90 | New |
| Versant Capital Management, Inc | 94 | $59.8K | 0.01% | +11+13.3% | Added |
| Crews Bank & Trust | 94 | $59.8K | 0.01% | +94 | New |
| MV Capital Management, Inc. | 95 | $60.4K | 0.01% | +2+2.2% | Added |
| Longview Financial Advisors LLC | 95 | $60.4K | 0.04% | +95 | New |
| Harbor Investment Advisory, LLC | 96 | $61.1K | 0.01% | +11+12.9% | Added |
| ZynergyRetirementPlanningLLC | 100 | $63.2K | 0.04% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 100 | $63.6K | 0.01% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 100 | $63.6K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 100 | $63.6K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 103 | $65.5K | 0.00% | +69+202.9% | Added |
| Stephens Consulting, LLC | 106 | $67.7K | 0.02% | 00.0% | Unchanged |
| Promus Capital, LLC | 108 | $68.7K | 0.05% | +108 | New |
| Wood Tarver Financial Group, LLC | 109 | $69.0K | 0.02% | +109 | New |
| Security National Bank | 111 | $70.6K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 115 | $73.3K | 0.00% | −4−3.4% | Reduced |
| Riverview Trust Co | 116 | $73.8K | 0.07% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 116 | $73.8K | 0.01% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 116 | $73.8K | 0.07% | +116 | New |
| REAP Financial Group, LLC | 117 | $74.3K | 0.02% | +66+129.4% | Added |
| NBT Bank N A | 118 | $75.1K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 118 | $75.2K | 0.00% | +51+76.1% | Added |
| Kentucky Trust Co | 120 | $76.3K | 0.04% | +120 | New |
| Cassady Schiller Wealth Management, LLC | 123 | $78.2K | 0.03% | −37−23.1% | Reduced |
| UMA Financial Services, Inc. | 126 | $80.1K | 0.01% | +126 | New |
| SIMA Wealth Partners, LLC | 127 | $80.8K | 0.07% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 127 | $80.8K | 0.00% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 127 | $80.8K | 0.00% | 00.0% | Unchanged |
| Putney Financial Group LLC | 129 | $82.0K | 0.07% | +129 | New |
| Financial Perspectives, Inc | 130 | $82.8K | 0.03% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 131 | $83.3K | 0.03% | +131 | New |
| Global Financial Private Client, LLC | 131 | $83.3K | 0.03% | +2+1.6% | Added |
| FSA Wealth Management LLC | 132 | $84.0K | 0.03% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 135 | $85.9K | 0.03% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 135 | $85.9K | 0.03% | 00.0% | Unchanged |
| MCF Advisors LLC | 141 | $89.8K | 0.01% | −994−87.6% | Reduced |
| Thompson Investment Management, Inc. | 150 | $95.4K | 0.01% | +150 | New |
| Cary Street Partner Investment Advisory LLC | 150 | $95.4K | 0.06% | −2,349−94.0% | Reduced |
| Pinnacle Bancorp, Inc. | 150 | $95.4K | 0.03% | 00.0% | Unchanged |