| New Hampshire Trust | 233 | $222.4K | 0.04% | +233 | New |
| Capstone Financial Advisors, Inc. | 232 | $221.8K | 0.01% | – | – |
| Sivia Capital Partners, LLC | 232 | $221.5K | 0.06% | +232 | New |
| Copley Financial Group, Inc. | 232 | $221.5K | 0.15% | +232 | New |
| Sax Wealth Advisors, LLC | 232 | $221.2K | 0.01% | +232 | New |
| BlueStem Wealth Partners, LLC | 231 | $220.1K | 0.03% | −46−16.6% | Reduced |
| Orgel Wealth Management, LLC | 230 | $219.6K | 0.01% | +230 | New |
| Bridge Creek Capital Management LLC | 230 | $219.6K | 0.06% | +230 | New |
| OneAscent Family Office, LLC | 230 | $219.6K | 0.18% | +230 | New |
| Huntleigh Advisors, Inc. | 228 | $217.7K | 0.04% | +228 | New |
| Insight Inv LLC | 228 | $217.7K | 0.13% | +228 | New |
| Monticello Wealth Management, LLC | 228 | $217.5K | 0.01% | +228 | New |
| Elm3 Financial Group, LLC | 227 | $216.7K | 0.18% | +227 | New |
| Boothbay Fund Management, LLC | 226 | $215.8K | 0.01% | −16,119−98.6% | Reduced |
| Optimum Investment Advisors | 225 | $214.8K | 0.09% | 00.0% | Unchanged |
| Madrona Financial Services, LLC | 225 | $214.8K | 0.05% | +225 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 225 | $214.8K | 0.01% | +225 | New |
| Signet Investment Advisory Group, Inc. | 225 | $214.8K | 0.10% | +225 | New |
| World Equity Group, Inc. | 223 | $212.9K | 0.05% | +223 | New |
| D.B. Root & Company, LLC | 220 | $210.0K | 0.05% | +220 | New |
| Catalyst Financial Partners LLC | 220 | $210.0K | 0.03% | +220 | New |
| Westpac Banking Corp | 218 | $208.1K | 0.01% | +55+33.7% | Added |
| 49 Wealth Management, LLC | 218 | $207.7K | 0.02% | +218 | New |
| Crews Bank & Trust | 216 | $206.2K | 0.03% | 00.0% | Unchanged |
| Choate Investment Advisors | 215 | $205.3K | 0.00% | +215 | New |
| Cerro Pacific Wealth Advisors LLC | 215 | $204.8K | 0.06% | +215 | New |
| Berkshire Asset Management LLC | 214 | $204.3K | 0.01% | +214 | New |
| MONECO Advisors, LLC | 213 | $203.5K | 0.02% | +213 | New |
| Meadowbrook Wealth Management, LLC | 213 | $203.3K | 0.21% | +213 | New |
| Ifrah Financial Services, Inc. | 213 | $203.1K | 0.05% | +213 | New |
| Avantax Planning Partners, Inc. | 210 | $200.5K | 0.01% | +210 | New |
| Jacobsen Capital Management | 210 | $200.5K | 0.07% | +210 | New |
| Cercano Management LLC | 210 | $200.5K | 0.01% | +210 | New |
| Appleton Partners Inc | 210 | $200.0K | 0.01% | +210 | New |
| Cromwell Holdings LLC | 207 | $197.6K | 0.11% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 206 | $196.7K | 0.03% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 205 | $195.7K | 0.01% | +105+105.0% | Added |
| Edmond de Rothschild Holding S.A. | 195 | $186.2K | 0.00% | −142−42.1% | Reduced |
| Bryn Mawr Trust Co | 187 | $178.5K | 0.00% | −2,635−93.4% | Reduced |
| Onefund, LLC | 185 | $176.6K | 0.11% | +9+5.1% | Added |
| Manchester Capital Management LLC | 180 | $172.0K | 0.02% | −10−5.3% | Reduced |
| Compagnie Lombard Odier SCmA | 178 | $169.9K | 0.00% | +178 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 170 | $162.3K | 0.10% | +170 | New |
| Centaurus Financial, Inc. | 168 | $160.0K | 0.01% | −16−8.7% | Reduced |
| Sentry Investment Management LLC | 156 | $155.0K | 0.10% | −40−20.4% | Reduced |
| Golden State Wealth Management, LLC | 161 | $153.7K | 0.02% | 00.0% | Unchanged |
| YANKCOM Partnership | 156 | $148.9K | 0.07% | +32+25.8% | Added |
| Root Financial Partners, LLC | 152 | $145.1K | 0.01% | +152 | New |
| Cary Street Partner Investment Advisory LLC | 150 | $143.2K | 0.06% | +33+28.2% | Added |
| Ofi Invest Asset Management | 175 | $142.2K | 0.00% | +11+6.7% | Added |
| UMA Financial Services, Inc. | 148 | $141.6K | 0.02% | +14+10.4% | Added |
| PFS Partners, LLC | 145 | $138.4K | 0.07% | +120+480.0% | Added |
| Resources Management Corp | 145 | $138.0K | 0.02% | −1−0.7% | Reduced |
| Burkett Financial Services, LLC | 143 | $136.7K | 0.05% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 140 | $133.7K | 0.02% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 138 | $131.9K | 0.00% | +138 | New |
| High Note Wealth, LLC | 138 | $131.7K | 0.03% | 00.0% | Unchanged |
| Rossby Financial, LCC | 134 | $129.1K | 0.04% | +19+16.5% | Added |
| Sound Income Strategies, LLC | 128 | $125.5K | 0.01% | −3−2.3% | Reduced |
| Munich Reinsurance Co Stock Corp in Munich | 130 | $124.1K | 0.00% | +130 | New |
| Ritter Daniher Financial Advisory LLC | 125 | $119.3K | 0.02% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 125 | $119.3K | 0.08% | +5+4.2% | Added |
| Hemington Wealth Management | 125 | $119.0K | 0.02% | +13+11.6% | Added |
| Oakworth Capital, Inc. | 124 | $118.4K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 122 | $116.5K | 0.00% | +85+229.7% | Added |
| TCTC Holdings, LLC | 118 | $112.7K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 114 | $109.3K | 0.05% | +114 | New |
| Ancora Advisors, LLC | 114 | $109.1K | 0.00% | 00.0% | Unchanged |
| Disciplina Capital Management LLC | 113 | $108.4K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 113 | $108.0K | 0.03% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 113 | $107.7K | 0.01% | +16+16.5% | Added |
| Clear Street Markets LLC | 112 | $106.9K | 0.04% | +68+154.5% | Added |
| Hilltop National Bank | 111 | $106.0K | 0.03% | +1+0.9% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 110 | $105.0K | 0.02% | −4−3.5% | Reduced |
| Tortoise Investment Management, LLC | 104 | $99.3K | 0.01% | +1+1.0% | Added |
| Princeton Global Asset Management LLC | 103 | $98.4K | 0.02% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 102 | $97.4K | 0.03% | +2+2.0% | Added |
| Chilton Capital Management LLC | 100 | $95.5K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 98 | $93.6K | 0.01% | −11−10.1% | Reduced |
| Farmers & Merchants Investments Inc | 98 | $93.6K | 0.00% | 00.0% | Unchanged |
| Sarver Vrooman Wealth Advisors | 95 | $90.7K | 0.06% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 93 | $88.8K | 0.01% | −336−78.3% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 90 | $85.9K | 0.02% | +25+38.5% | Added |
| Jackson, Grant Investment Advisers, Inc. | 89 | $85.0K | 0.03% | 00.0% | Unchanged |
| Bangor Savings Bank | 86 | $82.1K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 81 | $77.3K | 0.15% | −2,388−96.7% | Reduced |
| Wall Street Access Asset Management, LLC | 80 | $76.4K | 0.02% | +80 | New |
| Bogart Wealth, LLC | 79 | $75.4K | 0.00% | −184−70.0% | Reduced |
| Webster Bank, N. A. | 79 | $75.4K | 0.01% | 00.0% | Unchanged |
| Knott David M Jr | 78 | $74.5K | 0.03% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 77 | $73.5K | 0.02% | 00.0% | Unchanged |
| General Partner, Inc. | 77 | $73.5K | 0.04% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 75 | $71.6K | 0.02% | +75 | New |
| Arlington Trust Co LLC | 75 | $71.6K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 74 | $70.6K | 0.02% | +74 | New |
| DHJJ Financial Advisors, Ltd. | 70 | $66.8K | 0.02% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 68 | $64.9K | 0.03% | 00.0% | Unchanged |
| NBC Securities, Inc. | 66 | $63.0K | 0.00% | +1+1.5% | Added |
| Grove Bank & Trust | 64 | $61.1K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 64 | $61.0K | 0.00% | +9+16.4% | Added |
