| Vestor Capital, LLC | 115 | $58.0K | 0.00% | −13,399−99.1% | Reduced |
| Meeder Asset Management Inc | 114 | $57.7K | 0.00% | +35+44.3% | Added |
| Northwest Investment Counselors, LLC | 114 | $57.7K | 0.01% | +114 | New |
| Keener Financial Planning LLC | 108 | $54.0K | 0.04% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 106 | $54.0K | 0.04% | 00.0% | Unchanged |
| Pingora Partners LLC | 105 | $53.2K | 0.04% | −55−34.4% | Reduced |
| Farmers & Merchants Investments Inc | 104 | $52.7K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 103 | $52.2K | 0.01% | +103 | New |
| Whittier Trust Co of Nevada Inc | 102 | $51.7K | 0.00% | −16−13.6% | Reduced |
| Baldwin Brothers Inc | 101 | $51.1K | 0.00% | +93+1,162.5% | Added |
| nVerses Capital, LLC | 100 | $50.6K | 0.02% | +100 | New |
| Householder Group Estate & Retirement Specialist, LLC | 100 | $50.0K | 0.01% | −8−7.4% | Reduced |
| Clear Street Markets LLC | 98 | $50.0K | 0.03% | +78+390.0% | Added |
| Hollencrest Capital Management | 87 | $44.1K | 0.00% | −17−16.3% | Reduced |
| Princeton Global Asset Management LLC | 86 | $43.5K | 0.01% | +86 | New |
| Washington Trust Advisors, Inc. | 85 | $43.0K | 0.00% | −5−5.6% | Reduced |
| Fairscale Capital, LLC | 84 | $42.5K | 0.04% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 82 | $42.0K | 0.00% | −649−88.8% | Reduced |
| South State Corp. | 82 | $41.5K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 81 | $41.0K | 0.02% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 81 | $41.0K | 0.06% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 79 | $40.0K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 78 | $39.5K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 71 | $36.0K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 70 | $35.4K | 0.02% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 69 | $35.0K | 0.00% | +5+7.8% | Added |
| Hazlett, Burt & Watson, Inc. | 70 | $35.0K | 0.02% | +20+40.0% | Added |
| West Paces Advisors Inc. | 69 | $34.9K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 69 | $34.9K | 0.01% | −1,849−96.4% | Reduced |
| FinTrust Capital Advisors, LLC | 68 | $34.4K | 0.01% | −7−9.3% | Reduced |
| Hobbs Group Advisors, LLC | 68 | $34.4K | 0.01% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 68 | $34.2K | 0.01% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 67 | $33.9K | 0.02% | 00.0% | Unchanged |
| Activest Wealth Management | 66 | $33.5K | 0.01% | +4+6.5% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 65 | $32.9K | 0.01% | −198−75.3% | Reduced |
| Lowe Wealth Advisors, LLC | 65 | $32.9K | 0.01% | 00.0% | Unchanged |
| Caitlin John, LLC | 55 | $30.7K | 0.02% | +55 | New |
| Fortitude Family Office, LLC | 59 | $29.9K | 0.01% | −1−1.7% | Reduced |
| Flaharty Asset Management, LLC | 58 | $29.4K | 0.00% | +58 | New |
| Pension & Wealth Management Advisors, Inc. | 58 | $29.4K | 0.02% | +58 | New |
| LGT Financial Advisors LLC | 57 | $28.9K | 0.07% | −57−50.0% | Reduced |
| TSFG, LLC | 56 | $28.0K | 0.01% | +24+75.0% | Added |
| Armstrong Advisory Group, Inc | 54 | $27.3K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 54 | $27.3K | 0.01% | −20−27.0% | Reduced |
| Deseret Mutual Benefit Administrators | 53 | $26.8K | 0.01% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 51 | $25.8K | 0.01% | 00.0% | Unchanged |
| Jackson Square Partners, LLC | 50 | $25.3K | 0.00% | −37−42.5% | Reduced |
| GPS Wealth Strategies Group, LLC | 50 | $25.3K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 50 | $25.3K | 0.01% | +50 | New |
| Sachetta, LLC | 48 | $24.3K | 0.01% | −10−17.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 44 | $22.3K | 0.00% | +5+12.8% | Added |
| ORG Partners LLC | 43 | $21.8K | 0.00% | +1+2.4% | Added |
| Cetera Trust Company, N.A | 41 | $20.8K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 40 | $20.3K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 40 | $20.3K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 39 | $19.9K | 0.01% | +8+25.8% | Added |
| JFS Wealth Advisors, LLC | 38 | $19.2K | 0.00% | +1+2.7% | Added |
| Glen Eagle Advisors, LLC | 37 | $18.7K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 37 | $18.7K | 0.00% | +2+5.7% | Added |
| Asset Dedication, LLC | 36 | $18.2K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 32 | $16.2K | 0.00% | +32 | New |
| Grove Bank & Trust | 32 | $16.2K | 0.00% | +15+88.2% | Added |
| Harbor Investment Advisory, LLC | 31 | $15.7K | 0.00% | −1−3.1% | Reduced |
| Creekmur Asset Management LLC | 31 | $15.7K | 0.00% | +6+24.0% | Added |
| Acima Private Wealth, LLC | 29 | $14.7K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 29 | $14.7K | 0.01% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 28 | $14.2K | 0.00% | +28 | New |
| Global Financial Private Client, LLC | 27 | $13.7K | 0.01% | −1,218−97.8% | Reduced |
| Pittenger & Anderson Inc | 27 | $13.7K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 27 | $13.7K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 26 | $13.2K | 0.00% | −71−73.2% | Reduced |
| Westside Investment Management, Inc. | 24 | $13.0K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 25 | $12.7K | 0.00% | −2−7.4% | Reduced |
| Independence Bank of Kentucky | 25 | $12.7K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 25 | $12.7K | 0.01% | +1+4.2% | Added |
| Quarry LP | 24 | $12.2K | 0.00% | −83−77.6% | Reduced |
| Pinnacle Bancorp, Inc. | 23 | $11.6K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 23 | $11.6K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 22 | $11.1K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 21 | $10.6K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 21 | $10.6K | 0.00% | +3+16.7% | Added |
| DiNuzzo Private Wealth, Inc. | 19 | $9.62K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 18 | $9.12K | 0.00% | −2−10.0% | Reduced |
| Plante Moran Financial Advisors, LLC | 18 | $9.12K | 0.00% | −24−57.1% | Reduced |
| PSI Advisors, LLC | 18 | $9.12K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 18 | $9.12K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 17 | $8.61K | 0.00% | −1−5.6% | Reduced |
| Reston Wealth Management LLC | 17 | $8.61K | 0.00% | +17 | New |
| DT Investment Partners, LLC | 16 | $8.10K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 16 | $8.10K | 0.01% | +2+14.3% | Added |
| Avion Wealth | 16 | $8.00K | 0.00% | −4−20.0% | Reduced |
| Cornerstone Planning Group LLC | 15 | $7.94K | 0.00% | −4−21.1% | Reduced |
| WealthCollab, LLC | 15 | $7.60K | 0.01% | −8−34.8% | Reduced |
| Hartford Financial Management Inc. | 15 | $7.60K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 15 | $7.60K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 15 | $7.60K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 14 | $7.09K | 0.00% | +4+40.0% | Added |
| Aspire Private Capital, LLC | 14 | $7.09K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 14 | $7.09K | 0.01% | +13+1,300.0% | Added |
| Heritage Wealth Advisors | 14 | $7.09K | 0.00% | +14 | New |