| Hilltop National Bank | 281 | $138.6K | 0.03% | −33−10.5% | Reduced |
| NBT Bank N A | 279 | $137.7K | 0.01% | +33+13.4% | Added |
| HHM Wealth Advisors, LLC | 258 | $127.3K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 263 | $123.4K | 0.00% | +94+55.6% | Added |
| Manchester Capital Management LLC | 237 | $116.9K | 0.02% | −103−30.3% | Reduced |
| Abich Financial Wealth Management LLC | 234 | $115.5K | 0.04% | +234 | New |
| St Germain D J Co Inc | 229 | $113.0K | 0.00% | +28+13.9% | Added |
| General Partner, Inc. | 223 | $110.0K | 0.06% | 00.0% | Unchanged |
| Clean Yield Group | 222 | $109.5K | 0.03% | +218+5,450.0% | Added |
| Bruce G. Allen Investments, LLC | 211 | $104.1K | 0.07% | −2−0.9% | Reduced |
| Hemington Wealth Management | 205 | $101.0K | 0.01% | +8+4.1% | Added |
| Covestor Ltd | 201 | $99.0K | 0.05% | −67−25.0% | Reduced |
| DAGCO, Inc. | 200 | $98.7K | 0.02% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 203 | $98.3K | 0.01% | +181+822.7% | Added |
| Capital Advisors, Ltd. LLC | 197 | $97.0K | 0.01% | +39+24.7% | Added |
| Creekmur Asset Management LLC | 187 | $92.3K | 0.02% | +162+648.0% | Added |
| Bell Investment Advisors, Inc | 186 | $91.8K | 0.01% | −17−8.4% | Reduced |
| Ameriflex Group, Inc. | 186 | $91.8K | 0.03% | +97+109.0% | Added |
| Golden State Wealth Management, LLC | 184 | $90.8K | 0.01% | +7+4.0% | Added |
| GW&K Investment Management, LLC | 176 | $87.0K | 0.00% | +37+26.6% | Added |
| Glass Jacobson Investment Advisors llc | 175 | $86.3K | 0.03% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 162 | $79.9K | 0.01% | +44+37.3% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 157 | $77.5K | 0.05% | +106+207.8% | Added |
| Pin Oak Investment Advisors Inc | 157 | $77.5K | 0.06% | +157 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 154 | $76.0K | 0.02% | +79+105.3% | Added |
| MV Capital Management, Inc. | 150 | $74.0K | 0.01% | +4+2.7% | Added |
| MCF Advisors LLC | 146 | $72.0K | 0.00% | +10+7.4% | Added |
| Rothschild Investment LLC | 137 | $67.6K | 0.00% | −16−10.5% | Reduced |
| Capula Management Ltd | 137 | $67.6K | 0.00% | +137 | New |
| APS Management Group, Inc. | 61,481 | $64.4K | 0.06% | +61,481 | New |
| Meeder Asset Management Inc | 127 | $62.7K | 0.00% | +39+44.3% | Added |
| Clear Investment Research, LLC | 125 | $61.7K | 0.08% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 122 | $60.2K | 0.00% | +18+17.3% | Added |
| Arlington Trust Co LLC | 120 | $59.2K | 0.01% | +5+4.3% | Added |
| Quaker Wealth Management, LLC | 116 | $57.2K | 0.02% | 00.0% | Unchanged |
| Concord Wealth Partners | 115 | $56.7K | 0.01% | −2,264−95.2% | Reduced |
| Rise Advisors, LLC | 115 | $56.7K | 0.02% | +18+18.6% | Added |
| Dynamic Wealth Strategies, LLC | 112 | $55.3K | 0.04% | −10−8.2% | Reduced |
| Fairscale Capital, LLC | 111 | $54.8K | 0.04% | 00.0% | Unchanged |
| Fulcrum Asset Management LLP | 109 | $53.8K | 0.01% | +109 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 108 | $53.3K | 0.09% | +4+3.8% | Added |
| Keener Financial Planning LLC | 108 | $53.0K | 0.02% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 106 | $52.3K | 0.00% | +106 | New |
| Ameritas Advisory Services, LLC | 105 | $51.8K | 0.00% | −191−64.5% | Reduced |
| Private Wealth Asset Management, LLC | 105 | $51.8K | 0.01% | −64−37.9% | Reduced |
| Pingora Partners LLC | 105 | $51.8K | 0.03% | 00.0% | Unchanged |
| Pentwater Capital Management LP | 103 | $50.8K | 0.00% | +103 | New |
| ORG Partners LLC | 103 | $50.8K | 0.01% | +9+9.6% | Added |
| Arcadia Investment Management Corp | 100 | $49.3K | 0.01% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 99 | $48.8K | 0.00% | −39−28.3% | Reduced |
| Activest Wealth Management | 97 | $47.7K | 0.01% | +33+51.6% | Added |
| DiNuzzo Private Wealth, Inc. | 77 | $46.5K | 0.01% | +56+266.7% | Added |
| Frazier Financial Advisors, LLC | 94 | $46.4K | 0.03% | +94 | New |
| Plato Investment Management Ltd | 93 | $45.5K | 0.00% | −4,633−98.0% | Reduced |
| Saranac Partners Ltd | 90 | $44.4K | 0.01% | +90 | New |
| Tortoise Investment Management, LLC | 87 | $42.9K | 0.00% | +3+3.6% | Added |
| Financial Network Wealth Advisors LLC | 87 | $42.9K | 0.05% | +77+770.0% | Added |
| Measured Wealth Private Client Group, LLC | 85 | $41.9K | 0.01% | +85 | New |
| JPL Wealth Management, LLC | 83 | $41.0K | 0.01% | +83 | New |
| Hazlett, Burt & Watson, Inc. | 80 | $39.0K | 0.01% | +9+12.7% | Added |
| Clal Insurance Enterprises Holdings Ltd | 79 | $39.0K | 0.00% | +19+31.7% | Added |
| Harbor Investment Advisory, LLC | 79 | $39.0K | 0.00% | +61+338.9% | Added |
| WealthCollab, LLC | 78 | $38.5K | 0.02% | +41+110.8% | Added |
| Fortitude Family Office, LLC | 70 | $34.5K | 0.01% | +5+7.7% | Added |
| Pinnacle Bancorp, Inc. | 69 | $34.0K | 0.01% | +20+40.8% | Added |
| North Star Investment Management Corp. | 68 | $33.6K | 0.00% | +68 | New |
| Painted Porch Advisors LLC | 67 | $33.1K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 67 | $33.1K | 0.00% | +16+31.4% | Added |
| Independence Bank of Kentucky | 66 | $32.6K | 0.00% | +11+20.0% | Added |
| Princeton Global Asset Management LLC | 64 | $31.6K | 0.01% | 00.0% | Unchanged |
| 1248 Management, LLC | 63 | $31.1K | 0.02% | −2,381−97.4% | Reduced |
| Loomis Sayles & Co L P | 63 | $31.1K | 0.00% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 77 | $30.6K | 0.04% | +77 | New |
| Raffa Wealth Management, LLC | 62 | $30.6K | 0.01% | +5+8.8% | Added |
| Cherry Tree Wealth Management, LLC | 62 | $30.3K | 0.01% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 60 | $29.6K | 0.00% | −1,878−96.9% | Reduced |
| Lowe Wealth Advisors, LLC | 60 | $29.6K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 60 | $29.6K | 0.01% | +60 | New |
| McIlrath & Eck, LLC | 59 | $29.1K | 0.00% | +59 | New |
| SOA Wealth Advisors, LLC. | 57 | $28.1K | 0.00% | +57 | New |
| Geneos Wealth Management Inc. | 55 | $27.1K | 0.00% | −1,368−96.1% | Reduced |
| Millstone Evans Group, LLC | 55 | $27.1K | 0.02% | +55 | New |
| TFC Financial Management | 54 | $26.6K | 0.00% | +50+1,250.0% | Added |
| CBIZ Investment Advisory Services, LLC | 54 | $26.6K | 0.00% | −4−6.9% | Reduced |
| Deseret Mutual Benefit Administrators | 53 | $26.1K | 0.01% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 53 | $26.1K | 0.00% | +25+89.3% | Added |
| GPS Wealth Strategies Group, LLC | 52 | $25.7K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 50 | $24.7K | 0.01% | +7+16.3% | Added |
| Pacifica Partners Inc. | 50 | $24.4K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 49 | $24.0K | 0.00% | +46+1,533.3% | Added |
| Key Financial Inc | 49 | $23.9K | 0.00% | +28+133.3% | Added |
| Caitlin John, LLC | 48 | $23.7K | 0.02% | +48 | New |
| WPG Advisers, LLC | 47 | $23.2K | 0.02% | 00.0% | Unchanged |
| Tripletail Wealth Management, LLC | 48 | $23.0K | 0.03% | +48 | New |
| Asset Dedication, LLC | 46 | $22.7K | 0.00% | +10+27.8% | Added |
| Sachetta, LLC | 45 | $22.2K | 0.01% | +2+4.7% | Added |
| Addison Advisors LLC | 45 | $22.2K | 0.01% | +6+15.4% | Added |
| Orion Capital Management LLC | 45 | $22.2K | 0.01% | +2+4.7% | Added |
| Wall Street Access Asset Management, LLC | 45 | $22.2K | 0.01% | +45 | New |
| Washington Trust Advisors, Inc. | 44 | $21.7K | 0.00% | 00.0% | Unchanged |
