| Measured Wealth Private Client Group, LLC | 75 | $17.0K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 75 | $17.0K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 77 | $17.5K | 0.00% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 78 | $17.7K | 0.01% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 79 | $17.9K | 0.00% | +79 | New |
| Premier Financial Group | 80 | $18.2K | 0.00% | +80 | New |
| Hollencrest Capital Management | 81 | $18.4K | 0.00% | −134−62.3% | Reduced |
| Citizens National Bank Trust Department | 83 | $18.8K | 0.00% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 85 | $19.3K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 90 | $20.4K | 0.00% | +35+63.6% | Added |
| Fiduciary Advisors, Inc. | 92 | $20.9K | 0.01% | +92 | New |
| Winch Advisory Services, LLC | 95 | $21.6K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 96 | $21.8K | 0.00% | +96 | New |
| Kentucky Trust Co | 97 | $22.0K | 0.01% | 00.0% | Unchanged |
| Downshift Financial, LLC | 98 | $22.2K | 0.01% | +98 | New |
| Mark Sheptoff Financial Planning, LLC | 100 | $22.7K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 100 | $22.7K | 0.01% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 100 | $22.7K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 100 | $22.7K | 0.01% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 100 | $22.7K | 0.01% | +100 | New |
| West Branch Capital LLC | 100 | $22.7K | 0.01% | +100 | New |
| Robinswood Financial LLC | 102 | $23.3K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 105 | $23.8K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 111 | $25.2K | 0.00% | −99−47.1% | Reduced |
| Vision Financial Markets LLC | 112 | $25.6K | 0.02% | +1+0.9% | Added |
| Moisand Fitzgerald Tamayo, LLC | 113 | $25.6K | 0.00% | +113 | New |
| Coston, McIsaac & Partners | 115 | $26.0K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 116 | $26.2K | 0.00% | +33+39.8% | Added |
| Independence Bank of Kentucky | 116 | $26.3K | 0.00% | −355−75.4% | Reduced |
| Bare Financial Services, Inc | 117 | $26.6K | 0.01% | +43+58.1% | Added |
| Buck Wealth Strategies, LLC | 120 | $27.3K | 0.00% | +120 | New |
| Smithfield Trust Co | 121 | $28.0K | 0.00% | 00.0% | Unchanged |
| Sfam, LLC | 125 | $28.4K | 0.02% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 126 | $28.6K | 0.00% | −1,064−89.4% | Reduced |
| Kilter Group LLC | 127 | $28.8K | 0.01% | +8+6.7% | Added |
| Ogorek Anthony Joseph | 135 | $30.0K | 0.01% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 133 | $30.2K | 0.03% | +6+4.7% | Added |
| New England Capital Financial Advisors LLC | 136 | $30.9K | 0.01% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 139 | $31.5K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 142 | $32.0K | 0.02% | −230−61.8% | Reduced |
| Hager Investment Management Services, LLC | 141 | $32.0K | 0.01% | −1−0.7% | Reduced |
| Armstrong Advisory Group, Inc | 143 | $32.5K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 144 | $32.7K | 0.00% | +7+5.1% | Added |
| Albion Financial Group | 148 | $33.6K | 0.00% | −38−20.4% | Reduced |
| Solstein Capital, LLC | 148 | $33.6K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 150 | $34.0K | 0.01% | +2+1.4% | Added |
| Park Place Capital Corp | 152 | $34.5K | 0.01% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 153 | $34.7K | 0.00% | +15+10.9% | Added |
| High Note Wealth, LLC | 162 | $36.8K | 0.01% | +21+14.9% | Added |
| NBT Bank N A | 163 | $36.9K | 0.00% | +1+0.6% | Added |
| Clear Street Markets LLC | 164 | $37.2K | 0.01% | +49+42.6% | Added |
| Highline Wealth Partners LLC | 167 | $38.0K | 0.01% | +20+13.6% | Added |
| Acadian Asset Management LLC | 169 | $38.0K | 0.00% | −22,496−99.3% | Reduced |
| Sittner & Nelson, LLC | 171 | $38.8K | 0.01% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 173 | $39.3K | 0.01% | −3−1.7% | Reduced |
| Bellevue Asset Management, LLC | 174 | $39.5K | 0.02% | +1+0.6% | Added |
| Atlantic Edge Private Wealth Management, LLC | 176 | $39.9K | 0.01% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 177 | $40.2K | 0.02% | −125−41.4% | Reduced |
| Hazlett, Burt & Watson, Inc. | 182 | $41.0K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 181 | $41.1K | 0.01% | +181 | New |
| Bank of New Hampshire | 182 | $41.3K | 0.01% | 00.0% | Unchanged |
| Allied Private Wealth LLC | 177 | $41.4K | 0.03% | +177 | New |
| Quest 10 Wealth Builders, Inc. | 184 | $41.8K | 0.03% | 00.0% | Unchanged |
| S&T Bank | 188 | $42.7K | 0.01% | +58+44.6% | Added |
| Financial Consulate, Inc | 188 | $42.7K | 0.00% | +2+1.1% | Added |
| Frazier Financial Advisors, LLC | 189 | $42.9K | 0.02% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 195 | $44.3K | 0.02% | −12−5.8% | Reduced |
| Roxbury Financial LLC | 196 | $44.5K | 0.04% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 197 | $44.7K | 0.01% | −26−11.7% | Reduced |
| Global Trust Asset Management, LLC | 200 | $45.4K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 200 | $45.4K | 0.00% | 00.0% | Unchanged |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 200 | $45.4K | 0.03% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 200 | $45.4K | 0.03% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 207 | $47.0K | 0.01% | +46+28.6% | Added |
| Morse Asset Management, Inc | 211 | $47.9K | 0.01% | 00.0% | Unchanged |
| Joseph Group Capital Management | 214 | $48.6K | 0.01% | +98+84.5% | Added |
| Kingdom Financial Group LLC. | 215 | $48.8K | 0.01% | −33−13.3% | Reduced |
| Dynamic Wealth Strategies, LLC | 217 | $49.3K | 0.03% | −86−28.4% | Reduced |
| First Command Advisory Services, Inc. | 218 | $49.5K | 0.00% | −153−41.2% | Reduced |
| Gill Capital Partners, LLC | 220 | $49.9K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 227 | $51.4K | 0.01% | +1+0.4% | Added |
| Salem Investment Counselors Inc | 231 | $52.4K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 240 | $54.5K | 0.01% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 241 | $54.7K | 0.01% | +34+16.4% | Added |
| Planning Strategies Inc. | 241 | $54.7K | 0.03% | +241 | New |
| Signature Equity Partners, LLC | 241 | $54.8K | 0.03% | −22−8.4% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 248 | $56.3K | 0.02% | +171+222.1% | Added |
| StrongBox Wealth, LLC | 250 | $56.7K | 0.02% | +250 | New |
| Southern Michigan Bank & Trust | 265 | $60.1K | 0.02% | 00.0% | Unchanged |
| Manitou Investment Management Ltd. | 270 | $61.3K | 0.01% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 270 | $61.4K | 0.00% | +15+5.9% | Added |
| Dunhill Financial, LLC | 271 | $61.7K | 0.01% | +41+17.8% | Added |
| True Wealth Design, LLC | 276 | $62.6K | 0.01% | −15−5.2% | Reduced |
| Entrust Financial LLC | 280 | $63.6K | 0.04% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 284 | $64.5K | 0.01% | +3+1.1% | Added |
| WestEnd Advisors, LLC | 295 | $66.9K | 0.00% | −472−61.5% | Reduced |
| IAG Wealth Partners, LLC | 300 | $68.1K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 300 | $68.1K | 0.01% | +8+2.7% | Added |
| Brown, Lisle/Cummings, Inc. | 301 | $68.3K | 0.02% | −9−2.9% | Reduced |
| Prosperity Bancshares Inc | 315 | $71.5K | 0.05% | −28−8.2% | Reduced |
