| Versant Capital Management, Inc | 141 | $123.9K | 0.02% | −3−2.1% | Reduced |
| DecisionPoint Financial, LLC | 136 | $119.5K | 0.03% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 135 | $118.7K | 0.03% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 134 | $117.8K | 0.02% | +5+3.9% | Added |
| Bay Harbor Wealth Management, LLC | 133 | $116.9K | 0.03% | −4−2.9% | Reduced |
| eCIO, Inc. | 131 | $115.1K | 0.05% | +131 | New |
| Acumen Wealth Advisors, LLC | 130 | $114.3K | 0.03% | +130 | New |
| Financial Perspectives, Inc | 129 | $113.8K | 0.03% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 129 | $113.4K | 0.01% | 00.0% | Unchanged |
| SIMA Wealth Partners, LLC | 127 | $111.6K | 0.08% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 127 | $111.6K | 0.00% | 00.0% | Unchanged |
| Regents Gate Capital LLP | 126 | $110.7K | 0.04% | −14,054−99.1% | Reduced |
| Salomon & Ludwin, LLC | 121 | $109.7K | 0.01% | 00.0% | Unchanged |
| Kentucky Trust Co | 120 | $105.5K | 0.06% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 119 | $104.6K | 0.03% | −20−14.4% | Reduced |
| NBT Bank N A | 118 | $103.7K | 0.01% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 116 | $102.0K | 0.04% | +116 | New |
| Pinnacle Bancorp, Inc. | 113 | $99.3K | 0.03% | −50−30.7% | Reduced |
| Security National Bank | 111 | $97.6K | 0.01% | 00.0% | Unchanged |
| Longview Financial Advisors LLC | 111 | $97.6K | 0.05% | +16+16.8% | Added |
| Elyxium Wealth, LLC | 109 | $95.8K | 0.03% | +109 | New |
| SJS Investment Consulting Inc. | 105 | $92.3K | 0.01% | +30+40.0% | Added |
| Private Wealth Asset Management, LLC | 103 | $90.5K | 0.01% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 100 | $87.9K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 100 | $87.9K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 100 | $87.9K | 0.06% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 100 | $87.7K | 0.03% | −7−6.5% | Reduced |
| Princeton Global Asset Management LLC | 99 | $87.3K | 0.01% | +35+54.7% | Added |
| Cheviot Value Management, LLC | 95 | $87.0K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 98 | $86.1K | 0.01% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 98 | $86.0K | 0.00% | +98 | New |
| Adirondack Trust Co | 97 | $85.3K | 0.03% | −2−2.0% | Reduced |
| Kemnay Advisory Services Inc. | 95 | $83.5K | 0.01% | +95 | New |
| Crews Bank & Trust | 94 | $82.6K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 93 | $81.7K | 0.03% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 87 | $76.5K | 0.00% | +2+2.4% | Added |
| Sachetta, LLC | 83 | $73.0K | 0.04% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 80 | $70.3K | 0.01% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 80 | $70.3K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 78 | $68.6K | 0.03% | 00.0% | Unchanged |
| WPG Advisers, LLC | 75 | $65.9K | 0.05% | −2−2.6% | Reduced |
| DHJJ Financial Advisors, Ltd. | 75 | $65.9K | 0.02% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 75 | $65.9K | 0.03% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 75 | $65.9K | 0.01% | 00.0% | Unchanged |
| City State Bank | 75 | $65.9K | 0.02% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 74 | $65.0K | 0.04% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 74 | $65.0K | 0.10% | 00.0% | Unchanged |
| Addison Advisors LLC | 72 | $63.3K | 0.01% | −3−4.0% | Reduced |
| Private Wealth Management Group, LLC | 72 | $63.3K | 0.02% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 72 | $63.1K | 0.02% | −9−11.1% | Reduced |
| GW&K Investment Management, LLC | 72 | $63.0K | 0.00% | +3+4.3% | Added |
| IAG Wealth Partners, LLC | 71 | $62.4K | 0.01% | 00.0% | Unchanged |
| Wellington Grp LLC | 70 | $61.5K | 0.02% | +70 | New |
| Canton Hathaway, LLC | 69 | $60.6K | 0.01% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 68 | $59.8K | 0.03% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 66 | $58.0K | 0.03% | +66 | New |
| Phillip James Consulting Co. | 62 | $58.0K | 1.02% | +62 | New |
| Optiver Holding B.V. | 64 | $56.3K | 0.00% | +64 | New |
| Perkins Coie Trust Co | 63 | $55.4K | 0.01% | 00.0% | Unchanged |
| Rossby Financial, LCC | 63 | $55.4K | 0.02% | +14+28.6% | Added |
| South Plains Financial, Inc. | 63 | $55.4K | 0.03% | +63 | New |
| Financial Consulate, Inc | 62 | $54.5K | 0.01% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 61 | $53.6K | 0.01% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 61 | $53.6K | 0.01% | +16+35.6% | Added |
| Motco | 60 | $52.7K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 60 | $52.7K | 0.00% | +23+62.2% | Added |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 60 | $52.7K | 0.04% | +60 | New |
| Quest 10 Wealth Builders, Inc. | 57 | $50.1K | 0.04% | −9−13.6% | Reduced |
| First United Bank Trust | 56 | $49.2K | 0.02% | −10−15.2% | Reduced |
| Pingora Partners LLC | 55 | $48.3K | 0.03% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 55 | $48.3K | 0.01% | +31+129.2% | Added |
| Covestor Ltd | 55 | $48.0K | 0.03% | +1+1.9% | Added |
| Entrust Financial LLC | 54 | $47.5K | 0.04% | +54 | New |
| Bogart Wealth, LLC | 53 | $46.6K | 0.00% | +30+130.4% | Added |
| WealthCollab, LLC | 52 | $45.7K | 0.02% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 59 | $44.7K | 0.01% | 00.0% | Unchanged |
| Clal Insurance Enterprises Holdings Ltd | 50 | $44.0K | 0.00% | −9−15.3% | Reduced |
| Clean Yield Group | 50 | $43.9K | 0.01% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 50 | $43.9K | 0.00% | +16+47.1% | Added |
| Walsh & Associates, LLC | 50 | $43.9K | 0.04% | +50 | New |
| Torren Management, LLC | 49 | $43.2K | 0.02% | +49 | New |
| Gables Capital Management Inc. | 49 | $43.1K | 0.02% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 49 | $43.1K | 0.01% | +37+308.3% | Added |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 49 | $43.1K | 0.00% | +49 | New |
| New England Capital Financial Advisors LLC | 49 | $43.0K | 0.02% | 00.0% | Unchanged |
| IFC & Insurance Marketing, Inc. | 49 | $43.0K | 0.04% | +49 | New |
| Proffitt & Goodson Inc | 48 | $42.2K | 0.01% | 00.0% | Unchanged |
| Vestor Capital, LLC | 1,322 | $42.0K | 0.00% | +1,322 | New |
| Park Square Financial Group, LLC | 66 | $42.0K | 0.25% | +14+26.9% | Added |
| Hallmark Capital Management Inc | 47 | $41.3K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 47 | $41.3K | 0.02% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 46 | $40.4K | 0.00% | 00.0% | Unchanged |
| Trust Co | 46 | $40.4K | 0.00% | −2−4.2% | Reduced |
| Wealth Preservation Advisors, LLC | 45 | $39.6K | 0.02% | 00.0% | Unchanged |
| Arcadia Investment Advisors LLC | 44 | $38.7K | 0.02% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 43 | $37.8K | 0.01% | +18+72.0% | Added |
| Hager Investment Management Services, LLC | 43 | $37.8K | 0.02% | −24−35.8% | Reduced |
| Tucker Asset Management LLC | 43 | $37.8K | 0.01% | +43 | New |
| Rational Advisors LLC | 41 | $36.0K | 0.00% | +4+10.8% | Added |
| Avion Wealth | 42 | $36.0K | 0.01% | +11+35.5% | Added |
