| One Wealth Advisors, LLC | 1,013 | $141.8K | 0.03% | +1,013 | New |
| Zions Bancorporation, N.A. | 963 | $134.8K | 0.01% | +127+15.2% | Added |
| Glassman Wealth Services | 932 | $130.5K | 0.02% | +48+5.4% | Added |
| McIlrath & Eck, LLC | 920 | $128.8K | 0.03% | −26−2.7% | Reduced |
| FWL Investment Management, LLC | 920 | $128.8K | 0.10% | +920 | New |
| Accurate Wealth Management, LLC | 854 | $127.6K | 0.05% | −3,832−81.8% | Reduced |
| CoreCap Advisors, LLC | 902 | $126.3K | 0.01% | −11,074−92.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 868 | $121.5K | 0.01% | 00.0% | Unchanged |
| AXS Investments LLC | 859 | $120.3K | 0.04% | +859 | New |
| Riverview Trust Co | 845 | $118.0K | 0.11% | −18−2.1% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 834 | $116.8K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 805 | $112.7K | 0.03% | +5+0.6% | Added |
| Caas Capital Management LP | 790 | $110.6K | 0.02% | +790 | New |
| Castleview Partners, LLC | 782 | $109.5K | 0.11% | +3+0.4% | Added |
| Capital Directions Investment Advisors, LLC | 752 | $105.3K | 0.04% | +752 | New |
| Operose Advisors LLC | 725 | $101.5K | 0.05% | 00.0% | Unchanged |
| State of Wyoming | 723 | $101.2K | 0.03% | −362−33.4% | Reduced |
| Global Financial Private Client, LLC | 718 | $100.5K | 0.06% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 703 | $98.4K | 0.02% | +703 | New |
| Coastal Capital Group, Inc. | 716 | $96.1K | 0.03% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 678 | $94.9K | 0.05% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 658 | $92.0K | 0.04% | +183+38.5% | Added |
| Johnson Financial Group, Inc. | 632 | $88.5K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 632 | $88.5K | 0.01% | +617+4,113.3% | Added |
| Moser Wealth Advisors, LLC | 625 | $87.5K | 0.07% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 619 | $87.0K | 0.00% | −134−17.8% | Reduced |
| Hexagon Capital Partners LLC | 619 | $86.7K | 0.03% | −317−33.9% | Reduced |
| PFG Private Wealth Management, LLC | 585 | $82.0K | 0.05% | −8−1.3% | Reduced |
| Harbour Investments, Inc. | 565 | $79.1K | 0.00% | +24+4.4% | Added |
| General Partner, Inc. | 563 | $78.8K | 0.07% | +563 | New |
| CKW Financial Group | 550 | $77.0K | 0.01% | −300−35.3% | Reduced |
| Hall Laurie J Trustee | 550 | $77.0K | 0.03% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 546 | $76.4K | 0.01% | +546 | New |
| Vigilant Capital Management, LLC | 543 | $76.0K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 521 | $74.0K | 0.07% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 525 | $73.5K | 0.01% | +35+7.1% | Added |
| Prestige Wealth Management Group LLC | 523 | $73.2K | 0.02% | −30−5.4% | Reduced |
| Tortoise Investment Management, LLC | 519 | $72.7K | 0.01% | −100−16.2% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 514 | $72.0K | 0.05% | +269+109.8% | Added |
| Evermay Wealth Management LLC | 514 | $72.0K | 0.01% | +306+147.1% | Added |
| Bogart Wealth, LLC | 513 | $71.9K | 0.01% | +249+94.3% | Added |
| JJJ Advisors Inc. | 458 | $68.7K | 0.02% | −39−7.8% | Reduced |
| JFS Wealth Advisors, LLC | 475 | $66.5K | 0.01% | +168+54.7% | Added |
| West Branch Capital LLC | 465 | $65.1K | 0.04% | −120−20.5% | Reduced |
| Byrne Asset Management LLC | 465 | $65.1K | 0.05% | −50−9.7% | Reduced |
| Atticus Wealth Management, LLC | 463 | $64.8K | 0.03% | −58−11.1% | Reduced |
| EWG Elevate Inc. | 460 | $64.4K | 0.03% | +460 | New |
| TCI Wealth Advisors, Inc. | 457 | $64.0K | 0.01% | −44−8.8% | Reduced |
| MV Capital Management, Inc. | 443 | $62.0K | 0.01% | +48+12.2% | Added |
| Gradient Investments LLC | 422 | $59.1K | 0.00% | −509−54.7% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 420 | $58.8K | 0.00% | +420 | New |
| Colonial Trust Advisors | 399 | $55.9K | 0.01% | +399 | New |
| Colonial Trust Co | 388 | $54.3K | 0.01% | +388 | New |
| Geneos Wealth Management Inc. | 385 | $53.9K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 385 | $53.9K | 0.03% | +70+22.2% | Added |
| Manchester Capital Management LLC | 382 | $53.5K | 0.01% | +15+4.1% | Added |
| Oakworth Capital, Inc. | 350 | $49.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 344 | $48.2K | 0.01% | +63+22.4% | Added |
| BerganKDV Wealth Management, LLC | 343 | $48.0K | 0.01% | −4−1.2% | Reduced |
| Farther Finance Advisors, LLC | 340 | $47.6K | 0.02% | +340 | New |
| Covestor Ltd | 337 | $47.0K | 0.04% | −24−6.6% | Reduced |
| KB Financial Partners, LLC | 336 | $47.0K | 0.02% | −2−0.6% | Reduced |
| GHP Investment Advisors, Inc. | 333 | $46.6K | 0.00% | −299−47.3% | Reduced |
| St Germain D J Co Inc | 330 | $46.2K | 0.02% | +330 | New |
| ICA Group Wealth Management, LLC | 311 | $45.4K | 0.01% | −1,665−84.3% | Reduced |
| Plante Moran Financial Advisors, LLC | 324 | $45.4K | 0.01% | +22+7.3% | Added |
| Partners Capital Investment Group, LLP | 322 | $45.1K | 0.00% | −113,093−99.7% | Reduced |
| Centerpoint Advisors, LLC | 316 | $44.0K | 0.02% | +316 | New |
| McElhenny Sheffield Capital Management, LLC | 300 | $42.0K | 0.02% | −2,300−88.5% | Reduced |
| Gyon Technologies Capital Management, LP | 300 | $42.0K | 0.02% | −1,813−85.8% | Reduced |
| Jones Financial Companies LLLP | 297 | $42.0K | 0.00% | +219+280.8% | Added |
| McClarren Financial Advisors, Inc. | 299 | $41.0K | 0.04% | 00.0% | Unchanged |
| Earnest Partners LLC | 279 | $39.1K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 278 | $38.9K | 0.00% | +3+1.1% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 271 | $37.9K | 0.00% | +267+6,675.0% | Added |
| American National Bank | 256 | $36.0K | 0.01% | +141+122.6% | Added |
| Creative Financial Designs Inc | 251 | $35.1K | 0.01% | −9−3.5% | Reduced |
| Baystate Wealth Management LLC | 250 | $35.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 250 | $35.0K | 0.03% | +250 | New |
| Madden Securities Corp | 250 | $35.0K | 0.02% | +250 | New |
| Heritage Wealth Advisors | 249 | $34.9K | 0.00% | +249 | New |
| Concord Wealth Partners | 246 | $34.4K | 0.01% | +246 | New |
| Romano Brothers and Company | 215 | $30.1K | 0.00% | +215 | New |
| Beaird Harris Wealth Management, LLC | 212 | $29.7K | 0.01% | +212 | New |
| Koesten, Hirschmann & Crabtree, INC. | 208 | $29.1K | 0.02% | +208 | New |
| Winch Advisory Services, LLC | 205 | $29.0K | 0.01% | +140+215.4% | Added |
| Atwood & Palmer Inc | 206 | $28.8K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 205 | $28.7K | 0.02% | +205 | New |
| Key Financial Inc | 210 | $28.2K | 0.01% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 200 | $28.0K | 0.02% | 00.0% | Unchanged |
| Phocas Financial Corp. | 200 | $28.0K | 0.00% | +200 | New |
| Center for Financial Planning, Inc. | 196 | $27.4K | 0.01% | +40+25.6% | Added |
| Tradition Wealth Management, LLC | 195 | $27.0K | 0.00% | +4+2.1% | Added |
| SkyView Investment Advisors, LLC | 192 | $27.0K | 0.01% | 00.0% | Unchanged |
| Logan Capital Management Inc | 190 | $26.6K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 188 | $26.0K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 185 | $25.9K | 0.00% | +14+8.2% | Added |
| GoalVest Advisory LLC | 180 | $25.2K | 0.02% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 178 | $24.9K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 174 | $24.4K | 0.01% | +46+35.9% | Added |
