| Mechanics Financial Corp | 1,000 | $207.0K | 0.12% | 00.0% | Unchanged |
| Franklin Street Advisors Inc | 999 | $207.0K | 0.02% | +999 | New |
| Cedar Brook Financial Partners, LLC | 999 | $206.9K | 0.06% | −79−7.3% | Reduced |
| DMG Group, LLC | 989 | $205.0K | 0.23% | +989 | New |
| State of Wyoming | 988 | $204.6K | 0.07% | +494+100.0% | Added |
| Independent Wealth Network Inc. | 988 | $204.6K | 0.14% | +988 | New |
| Eagle Rock Investment Company, LLC | 954 | $204.4K | 0.05% | +954 | New |
| Ullmann Financial Group, Inc. | 986 | $204.2K | 0.05% | −63−6.0% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 979 | $202.8K | 0.05% | +979 | New |
| Canal Capital Management, LLC | 974 | $201.8K | 0.05% | +974 | New |
| Steigerwald, Gordon & Koch Inc. | 971 | $201.1K | 0.03% | +971 | New |
| Lee Danner & Bass Inc | 970 | $201.0K | 0.02% | +970 | New |
| Cedar Mountain Advisors, LLC | 969 | $200.7K | 0.06% | 00.0% | Unchanged |
| Curi Capital | 967 | $200.3K | 0.03% | −623−39.2% | Reduced |
| Harbour Investment Management LLC | 967 | $200.2K | 0.12% | +967 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 962 | $199.2K | 0.02% | −1,930−66.7% | Reduced |
| McClarren Financial Advisors, Inc. | 953 | $197.0K | 0.19% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,385 | $194.0K | 0.03% | +410+42.1% | Added |
| Old Second National Bank of Aurora | 913 | $189.1K | 0.06% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 900 | $186.4K | 0.02% | +220+32.4% | Added |
| JNBA Financial Advisors | 897 | $185.8K | 0.03% | −37−4.0% | Reduced |
| Rock Creek Group, LP | 896 | $185.5K | 0.02% | −114−11.3% | Reduced |
| Baker Avenue Asset Management, LP | 891 | $184.5K | 0.01% | −494−35.7% | Reduced |
| Fortis Capital Advisors, LLC | 872 | $180.6K | 0.11% | +872 | New |
| Gleason Group, Inc. | 871 | $180.4K | 0.06% | +6+0.7% | Added |
| Riverview Trust Co | 858 | $178.0K | 0.17% | −630−42.3% | Reduced |
| West Oak Capital, LLC | 845 | $175.0K | 0.09% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 826 | $171.0K | 0.02% | +7+0.9% | Added |
| Grove Bank & Trust | 824 | $171.0K | 0.04% | +824 | New |
| Zullo Investment Group, Inc. | 820 | $169.9K | 0.10% | +122+17.5% | Added |
| Crewe Advisors LLC | 815 | $168.8K | 0.03% | −243−23.0% | Reduced |
| TD Ameritrade Investment Management, LLC | 800 | $166.0K | 0.00% | −322−28.7% | Reduced |
| Ruedi Wealth Management, Inc. | 799 | $165.5K | 0.12% | +799 | New |
| Byrne Asset Management LLC | 791 | $163.8K | 0.12% | −189−19.3% | Reduced |
| Blue Bell Private Wealth Management, LLC | 790 | $163.6K | 0.05% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 765 | $158.4K | 0.08% | +765 | New |
| Baldrige Asset Management LLC | 752 | $156.0K | 0.07% | 00.0% | Unchanged |
| Spirit of America Management Corp | 750 | $155.3K | 0.03% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 748 | $154.9K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 702 | $145.4K | 0.04% | +248+54.6% | Added |
| Column Capital Advisors, LLC | 696 | $144.1K | 0.02% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 697 | $144.0K | 0.05% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 736 | $143.3K | 0.04% | +1+0.1% | Added |
| Acropolis Investment Management, LLC | 689 | $142.7K | 0.01% | +14+2.1% | Added |
| Atticus Wealth Management, LLC | 655 | $135.6K | 0.06% | −4−0.6% | Reduced |
| RWM Asset Management, LLC | 651 | $134.8K | 0.03% | −95−12.7% | Reduced |
| Bangor Savings Bank | 639 | $132.0K | 0.02% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 641 | $131.6K | 0.10% | −134−17.3% | Reduced |
| Financial Management Professionals, Inc. | 631 | $131.0K | 0.03% | −2−0.3% | Reduced |
| Capital Analysts, LLC | 624 | $129.0K | 0.01% | +141+29.2% | Added |
| Rise Advisors, LLC | 609 | $126.1K | 0.10% | +1+0.2% | Added |
| Lumature Wealth Partners, LLC | 600 | $124.2K | 0.07% | −41−6.4% | Reduced |
| Covestor Ltd | 571 | $118.0K | 0.10% | −190−25.0% | Reduced |
| Armstrong Advisory Group, Inc | 568 | $117.6K | 0.02% | +568 | New |
| Quantbot Technologies LP | 546 | $113.1K | 0.01% | −27,380−98.0% | Reduced |
| Investors Research Corp | 546 | $113.1K | 0.03% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 538 | $111.0K | 0.10% | +538 | New |
| Morton Brown Family Wealth, LLC | 525 | $108.7K | 0.07% | −94−15.2% | Reduced |
| Founders Capital Management | 521 | $108.0K | 0.08% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 520 | $107.7K | 0.03% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 496 | $102.8K | 0.01% | +55+12.5% | Added |
| Emfo, LLC | 493 | $102.1K | 0.10% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 492 | $101.9K | 0.02% | +492 | New |
| Jackson, Grant Investment Advisers, Inc. | 467 | $96.7K | 0.05% | +3+0.6% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 457 | $94.6K | 0.07% | +6+1.3% | Added |
| Sugarloaf Wealth Management, LLC | 456 | $94.4K | 0.02% | +13+2.9% | Added |
| Seldon Capital LP | 447 | $92.6K | 0.08% | 00.0% | Unchanged |
| Arlington Partners LLC | 446 | $92.4K | 0.01% | 00.0% | Unchanged |
| Lee Financial Co | 435 | $90.1K | 0.02% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 435 | $90.0K | 0.04% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 424 | $87.8K | 0.07% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 420 | $87.0K | 0.07% | +420 | New |
| RFP Financial Group LLC | 412 | $85.4K | 0.04% | +412 | New |
| Johnson Midwest Financial, LLC | 394 | $82.0K | 0.30% | 00.0% | Unchanged |
| Headlands Technologies LLC | 396 | $82.0K | 0.06% | +396 | New |
| Centennial Bank | 396 | $82.0K | 0.05% | +396 | New |
| Interactive Financial Advisors | 392 | $81.2K | 0.05% | −198−33.6% | Reduced |
| MV Capital Management, Inc. | 392 | $81.2K | 0.01% | −160−29.0% | Reduced |
| PFG Private Wealth Management, LLC | 392 | $81.0K | 0.05% | −8−2.0% | Reduced |
| MinichMacGregor Wealth Management, LLC | 386 | $79.9K | 0.03% | +386 | New |
| QVR LLC | 379 | $78.5K | 0.12% | +379 | New |
| Arcus Capital Partners, LLC | 376 | $77.8K | 0.03% | +376 | New |
| Glassy Mountain Advisors, Inc. | 366 | $75.8K | 0.04% | +366 | New |
| Accel Wealth Management | 365 | $75.6K | 0.04% | +1+0.3% | Added |
| Riverpoint Wealth Management Holdings, LLC | 352 | $72.9K | 0.03% | +352 | New |
| Mendota Financial Group, LLC | 335 | $69.4K | 0.09% | +335 | New |
| Barrett & Company, Inc. | 335 | $69.4K | 0.05% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 321 | $66.5K | 0.04% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 321 | $66.4K | 0.03% | +1+0.3% | Added |
| Optiver Holding B.V. | 320 | $66.0K | 0.00% | +320 | New |
| Cassady Schiller Wealth Management, LLC | 310 | $64.2K | 0.04% | +310 | New |
| Newbridge Financial Services Group, Inc. | 309 | $64.1K | 0.04% | +7+2.3% | Added |
| Ellevest, Inc. | 307 | $63.5K | 0.01% | +77+33.5% | Added |
| Register Financial Advisors LLC | 301 | $62.2K | 0.04% | +301 | New |
| Hexagon Capital Partners LLC | 298 | $61.7K | 0.02% | −129−30.2% | Reduced |
| Sanctuary Wealth Management, L.L.C. | 298 | $61.7K | 0.07% | +298 | New |
| Moisand Fitzgerald Tamayo, LLC | 292 | $60.5K | 0.01% | +13+4.7% | Added |
| Luken Investment Analytics, LLC | 292 | $60.5K | 0.04% | +292 | New |
| Arcadia Investment Management Corp | 292 | $60.5K | 0.01% | +46+18.7% | Added |
| America First Investment Advisors, LLC | 290 | $60.0K | 0.02% | 00.0% | Unchanged |
