| OneAscent Family Office, LLC | 285 | $207.6K | 0.15% | +285 | New |
| Aviso Financial Inc. | 283 | $206.2K | 0.01% | +10+3.7% | Added |
| Courier Capital LLC | 282 | $205.5K | 0.01% | 00.0% | Unchanged |
| Buckhead Capital Management LLC | 282 | $205.5K | 0.08% | 00.0% | Unchanged |
| Partners in Financial Planning | 280 | $204.0K | 0.03% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 279 | $203.3K | 0.01% | −2−0.7% | Reduced |
| Fragasso Group Inc. | 275 | $202.9K | 0.01% | +275 | New |
| LVW Advisors, LLC | 276 | $201.1K | 0.02% | +276 | New |
| Axq Capital, LP | 276 | $201.1K | 0.03% | +276 | New |
| White Pine Capital LLC | 276 | $200.8K | 0.05% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 275 | $200.4K | 0.03% | −12−4.2% | Reduced |
| Northstar Asset Management LLC | 275 | $200.4K | 0.05% | +275 | New |
| Riverbend Wealth Management, LLC | 275 | $200.4K | 0.12% | +275 | New |
| NBT Bank N A | 272 | $198.2K | 0.01% | −62−18.6% | Reduced |
| Picton Mahoney Asset Management | 270 | $196.7K | 0.00% | −31,090−99.1% | Reduced |
| Gleason Group, Inc. | 270 | $196.6K | 0.02% | +1+0.4% | Added |
| Bank of Jackson Hole Trust | 266 | $193.8K | 0.09% | −14−5.0% | Reduced |
| Westpac Banking Corp | 261 | $190.2K | 0.01% | 00.0% | Unchanged |
| Groupe la Francaise | 256 | $186.5K | 0.00% | +21+8.9% | Added |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 253 | $184.3K | 0.45% | −136−35.0% | Reduced |
| Cetera Trust Company, N.A | 246 | $179.2K | 0.10% | 00.0% | Unchanged |
| Quarry LP | 236 | $171.9K | 0.03% | +26+12.4% | Added |
| Castlefield Investment Partners LLP | 234 | $170.5K | 0.13% | +109+87.2% | Added |
| Bryn Mawr Trust Co | 233 | $169.8K | 0.00% | +39+20.1% | Added |
| Prestige Wealth Management Group LLC | 225 | $163.9K | 0.03% | −15−6.3% | Reduced |
| Crews Bank & Trust | 216 | $157.4K | 0.02% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 216 | $157.4K | 0.04% | +32+17.4% | Added |
| Ancora Advisors, LLC | 211 | $153.9K | 0.00% | +35+19.9% | Added |
| Sound Income Strategies, LLC | 209 | $152.9K | 0.01% | −20−8.7% | Reduced |
| Cromwell Holdings LLC | 209 | $152.3K | 0.09% | +2+1.0% | Added |
| Provenance Wealth Advisors, LLC | 206 | $150.1K | 0.02% | +200+3,333.3% | Added |
| Cohen & Steers, Inc. | 200 | $146.0K | 0.00% | +200 | New |
| Harel Insurance Investments & Financial Services Ltd. | 194 | $141.0K | 0.00% | +194 | New |
| Hickory Point Bank & Trust | 189 | $137.7K | 0.09% | +189 | New |
| Keating Financial Advisory Services, Inc. | 182 | $132.6K | 0.02% | −285−61.0% | Reduced |
| Wellington-Altus USA Inc. | 115 | $130.3K | 0.08% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 178 | $130.0K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 177 | $129.0K | 0.02% | +58+48.7% | Added |
| Creative Financial Designs Inc | 175 | $127.6K | 0.01% | +35+25.0% | Added |
| Onefund, LLC | 174 | $127.3K | 0.08% | −19−9.8% | Reduced |
| Cassaday & Co Wealth Management LLC | 171 | $124.6K | 0.00% | +171 | New |
| Compagnie Lombard Odier SCmA | 168 | $122.4K | 0.00% | 00.0% | Unchanged |
| YANKCOM Partnership | 162 | $118.0K | 0.05% | +1+0.6% | Added |
| Golden State Wealth Management, LLC | 161 | $117.3K | 0.01% | 00.0% | Unchanged |
| Generali Investments, Management Co LLC | 155 | $112.9K | 0.03% | +95+158.3% | Added |
| Asset Dedication, LLC | 154 | $112.2K | 0.01% | +100+185.2% | Added |
| Root Financial Partners, LLC | 150 | $109.3K | 0.01% | +1+0.7% | Added |
| Resources Management Corp | 145 | $106.0K | 0.01% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 143 | $104.8K | 0.04% | 00.0% | Unchanged |
| High Note Wealth, LLC | 143 | $104.2K | 0.02% | +5+3.6% | Added |
| Thompson Investment Management, Inc. | 140 | $102.0K | 0.01% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 139 | $101.3K | 0.08% | +139 | New |
| Princeton Global Asset Management LLC | 135 | $98.1K | 0.02% | +1+0.7% | Added |
| PFS Partners, LLC | 125 | $91.4K | 0.04% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 125 | $91.3K | 0.01% | −20−13.8% | Reduced |
| Transamerica Financial Advisors, Inc. | 125 | $91.3K | 0.01% | +55+78.6% | Added |
| Ritter Daniher Financial Advisory LLC | 125 | $91.1K | 0.02% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 121 | $88.2K | 0.06% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 119 | $86.7K | 0.03% | +70+142.9% | Added |
| Deseret Mutual Benefit Administrators | 118 | $86.0K | 0.03% | +57+93.4% | Added |
| Westfuller Advisors, LLC | 114 | $82.7K | 0.04% | −1−0.9% | Reduced |
| Farmers & Merchants Investments Inc | 113 | $82.3K | 0.00% | +15+15.3% | Added |
| JFS Wealth Advisors, LLC | 112 | $81.6K | 0.00% | −8−6.7% | Reduced |
| Eastern Bank | 112 | $81.6K | 0.00% | +46+69.7% | Added |
| Optiver Holding B.V. | 112 | $81.6K | 0.00% | +112 | New |
| Hilltop National Bank | 111 | $80.9K | 0.02% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 108 | $79.0K | 0.02% | −1−0.9% | Reduced |
| Bravera Wealth | 107 | $78.0K | 0.04% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 107 | $78.0K | 0.03% | +107 | New |
| Johnson Financial Group, Inc. | 106 | $77.2K | 0.00% | 00.0% | Unchanged |
| Tobam | 106 | $77.0K | 0.02% | +106 | New |
| Caitong International Asset Management Co., Ltd | 105 | $76.5K | 0.01% | +105 | New |
| Chilton Capital Management LLC | 103 | $75.0K | 0.00% | +3+3.0% | Added |
| Disciplina Capital Management LLC | 101 | $73.5K | 0.01% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 100 | $72.9K | 0.02% | −2−2.0% | Reduced |
| Hilton Head Capital Partners, LLC | 94 | $68.5K | 0.04% | +52+123.8% | Added |
| Bartlett & Co. Wealth Management LLC | 73 | $67.5K | 0.00% | +14+23.7% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 90 | $65.6K | 0.02% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 89 | $64.8K | 0.02% | 00.0% | Unchanged |
| Bangor Savings Bank | 86 | $62.7K | 0.01% | 00.0% | Unchanged |
| Palladiem, LLC | 78 | $59.9K | 0.06% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 80 | $58.3K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 79 | $57.6K | 0.01% | 00.0% | Unchanged |
| Knott David M Jr | 78 | $56.8K | 0.03% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 77 | $56.1K | 0.01% | 00.0% | Unchanged |
| General Partner, Inc. | 77 | $56.1K | 0.03% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 73 | $53.4K | 0.01% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 70 | $51.0K | 0.02% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 70 | $51.0K | 0.03% | +10+16.7% | Added |
| JPL Wealth Management, LLC | 69 | $50.3K | 0.01% | +69 | New |
| Twin Lakes Capital Management, LLC | 68 | $49.8K | 0.02% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 66 | $48.1K | 0.01% | −8−10.8% | Reduced |
| CoreCap Advisors, LLC | 65 | $47.4K | 0.00% | −80−55.2% | Reduced |
| Evelyn Partners Investment Management Services Ltd | 65 | $47.4K | 0.01% | +65 | New |
| Grove Bank & Trust | 64 | $46.6K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 63 | $45.9K | 0.01% | +49+350.0% | Added |
| Strive Financial Group ,LLC | 60 | $44.0K | 0.02% | −7−10.4% | Reduced |
| Fortitude Family Office, LLC | 60 | $43.7K | 0.01% | +18+42.9% | Added |
| Private Wealth Management Group, LLC | 58 | $42.3K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 57 | $41.5K | 0.00% | 00.0% | Unchanged |