| Roxbury Financial LLC | 220 | $154.9K | 0.15% | +220 | New |
| ORG Partners LLC | 241 | $153.6K | 0.02% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 234 | $148.8K | 0.08% | +234 | New |
| Park Place Capital Corp | 233 | $148.2K | 0.04% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 232 | $147.6K | 0.08% | +232 | New |
| Lazard Asset Management LLC | 233 | $147.0K | 0.00% | −3,355−93.5% | Reduced |
| Bruce G. Allen Investments, LLC | 225 | $143.1K | 0.12% | −16−6.6% | Reduced |
| Bank & Trust Co | 220 | $139.9K | 0.12% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 219 | $139.3K | 0.06% | −33−13.1% | Reduced |
| Bay Harbor Wealth Management, LLC | 216 | $137.4K | 0.04% | +9+4.3% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 212 | $134.8K | 0.04% | +8+3.9% | Added |
| Fortitude Family Office, LLC | 204 | $129.8K | 0.05% | +59+40.7% | Added |
| Ridgewood Investments LLC | 202 | $128.5K | 0.06% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 200 | $127.2K | 0.03% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 200 | $127.2K | 0.08% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 199 | $126.6K | 0.08% | −3−1.5% | Reduced |
| Armstrong Advisory Group, Inc | 196 | $124.7K | 0.01% | −76−27.9% | Reduced |
| West Paces Advisors Inc. | 195 | $124.0K | 0.03% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 193 | $122.8K | 0.12% | +193 | New |
| Jupiter Wealth Management LLC | 190 | $120.8K | 0.06% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 190 | $120.8K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 187 | $119.0K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 182 | $115.8K | 0.02% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 182 | $115.8K | 0.02% | +182 | New |
| Salem Investment Counselors Inc | 180 | $114.5K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 175 | $111.5K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 175 | $111.2K | 0.01% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 174 | $110.8K | 0.01% | +83+91.2% | Added |
| American National Bank | 173 | $110.0K | 0.01% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 172 | $109.0K | 0.06% | −5,667−97.1% | Reduced |
| Paladin Advisory Group, LLC | 169 | $107.5K | 0.08% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 167 | $106.2K | 0.01% | +167 | New |
| Capital Advisors, Ltd. LLC | 166 | $106.0K | 0.01% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 165 | $104.9K | 0.02% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 161 | $102.0K | 0.09% | 00.0% | Unchanged |
| Colonial Trust Advisors | 157 | $99.9K | 0.01% | −32−16.9% | Reduced |
| 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 |
| Grove Bank & Trust | 150 | $95.4K | 0.01% | +16+11.9% | Added |
| Thompson Investment Management, Inc. | 150 | $95.4K | 0.01% | +150 | New |
| MCF Advisors LLC | 141 | $89.8K | 0.01% | −994−87.6% | Reduced |
| DecisionPoint Financial, LLC | 135 | $85.9K | 0.03% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 135 | $85.9K | 0.03% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 132 | $84.0K | 0.03% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 131 | $83.3K | 0.03% | +2+1.6% | Added |
| ORG Wealth Partners, LLC | 131 | $83.3K | 0.03% | +131 | New |
| Financial Perspectives, Inc | 130 | $82.8K | 0.03% | 00.0% | Unchanged |
| Putney Financial Group LLC | 129 | $82.0K | 0.07% | +129 | 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 |
| UMA Financial Services, Inc. | 126 | $80.1K | 0.01% | +126 | New |
| Cassady Schiller Wealth Management, LLC | 123 | $78.2K | 0.03% | −37−23.1% | Reduced |
| Kentucky Trust Co | 120 | $76.3K | 0.04% | +120 | New |
| Cullen/Frost Bankers, Inc. | 118 | $75.2K | 0.00% | +51+76.1% | Added |
| NBT Bank N A | 118 | $75.1K | 0.01% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 117 | $74.3K | 0.02% | +66+129.4% | Added |
| 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 |
| Washington Trust Co | 115 | $73.3K | 0.00% | −4−3.4% | Reduced |
| Security National Bank | 111 | $70.6K | 0.01% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 109 | $69.0K | 0.02% | +109 | New |
| Promus Capital, LLC | 108 | $68.7K | 0.05% | +108 | New |
| Stephens Consulting, LLC | 106 | $67.7K | 0.02% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 103 | $65.5K | 0.00% | +69+202.9% | Added |
| 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 |
| ZynergyRetirementPlanningLLC | 100 | $63.2K | 0.04% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 96 | $61.1K | 0.01% | +11+12.9% | Added |
| MV Capital Management, Inc. | 95 | $60.4K | 0.01% | +2+2.2% | Added |
| Longview Financial Advisors LLC | 95 | $60.4K | 0.04% | +95 | New |
| Versant Capital Management, Inc | 94 | $59.8K | 0.01% | +11+13.3% | Added |
| Crews Bank & Trust | 94 | $59.8K | 0.01% | +94 | New |
| Kohmann Bosshard Financial Services, LLC | 90 | $57.2K | 0.01% | +90 | New |
| Deseret Mutual Benefit Administrators | 89 | $56.6K | 0.03% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 87 | $55.3K | 0.01% | +18+26.1% | Added |
| Financial Life Planners | 86 | $55.0K | 0.05% | +86 | New |
| Princeton Global Asset Management LLC | 86 | $54.6K | 0.01% | −2,954−97.2% | Reduced |
| Sandy Spring Bank | 81 | $51.5K | 0.00% | +6+8.0% | Added |
| Quest 10 Wealth Builders, Inc. | 80 | $50.9K | 0.05% | +80 | New |
| Bellwether Advisors, LLC | 78 | $49.6K | 0.01% | +78 | New |
| WPG Advisers, LLC | 78 | $49.6K | 0.05% | +78 | New |
| SBI Securities Co., Ltd. | 77 | $49.0K | 0.00% | +77 | New |
| Sachetta, LLC | 76 | $48.3K | 0.02% | +3+4.1% | Added |
| Cherry Tree Wealth Management, LLC | 76 | $48.3K | 0.01% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 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 |
| Game Plan Financial Advisors, LLC | 75 | $47.7K | 0.02% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 74 | $46.6K | 0.04% | +74 | New |
| Private Wealth Management Group, LLC | 72 | $45.8K | 0.02% | 00.0% | Unchanged |
| Rise Advisors, LLC | 70 | $44.4K | 0.02% | +1+1.4% | Added |
| Canton Hathaway, LLC | 69 | $44.0K | 0.01% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 69 | $43.9K | 0.03% | +69 | New |
| 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 |
| Motco | 64 | $40.7K | 0.00% | +2+3.2% | Added |