| Activest Wealth Management | 46 | $12.5K | 0.00% | +15+48.4% | Added |
| Marquette Asset Management, LLC | 46 | $12.5K | 0.00% | −5−9.8% | Reduced |
| Highline Wealth Partners LLC | 47 | $12.7K | 0.00% | +5+11.9% | Added |
| NCP Inc. | 48 | $13.0K | 0.01% | +48 | New |
| Sofos Investments, Inc. | 50 | $13.6K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 50 | $13.6K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 50 | $13.6K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 50 | $13.7K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 51 | $13.8K | 0.01% | +3+6.3% | Added |
| IFC & Insurance Marketing, Inc. | 51 | $14.0K | 0.01% | +51 | New |
| Country Trust Bank | 52 | $14.1K | 0.00% | 00.0% | Unchanged |
| YANKCOM Partnership | 52 | $14.1K | 0.01% | +52 | New |
| Kilter Group LLC | 52 | $14.1K | 0.01% | −10−16.1% | Reduced |
| Cherry Tree Wealth Management, LLC | 52 | $14.1K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 52 | $14.2K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 53 | $14.4K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 54 | $14.6K | 0.01% | +1+1.9% | Added |
| Centennial Bank | 54 | $14.6K | 0.01% | 00.0% | Unchanged |
| Alexis Investment Partners, LLC | 54 | $14.6K | 0.01% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 55 | $14.9K | 0.01% | +14+34.1% | Added |
| Dunhill Financial, LLC | 55 | $15.0K | 0.00% | +11+25.0% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 57 | $15.0K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 56 | $15.2K | 0.00% | +46+460.0% | Added |
| DiNuzzo Private Wealth, Inc. | 56 | $15.2K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 56 | $15.3K | 0.01% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 58 | $15.7K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 59 | $16.0K | 0.01% | +9+18.0% | Added |
| Quest 10 Wealth Builders, Inc. | 61 | $16.6K | 0.01% | +8+15.1% | Added |
| Financial Network Wealth Advisors LLC | 62 | $16.8K | 0.02% | +20+47.6% | Added |
| Chung Wu Investment Group, LLC | 63 | $17.1K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 63 | $17.1K | 0.00% | +7+12.5% | Added |
| Raffa Wealth Management, LLC | 66 | $17.9K | 0.00% | +12+22.2% | Added |
| Swiss Re Ltd | 66 | $17.9K | 0.00% | +66 | New |
| Provenance Wealth Advisors, LLC | 70 | $19.0K | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 70 | $19.0K | 0.02% | +70 | New |
| Greenline Wealth Management LLC | 71 | $19.2K | 0.02% | +71 | New |
| Birchwood Financial Partners, Inc. | 72 | $19.5K | 0.02% | +72 | New |
| Tompkins Financial Corp | 73 | $19.8K | 0.00% | +55+305.6% | Added |
| Beaird Harris Wealth Management, LLC | 74 | $20.1K | 0.00% | −51−40.8% | Reduced |
| Trust Co | 75 | $20.3K | 0.00% | −26−25.7% | Reduced |
| United Financial Planning Group LLC | 75 | $20.3K | 0.01% | +50+200.0% | Added |
| Red Tortoise LLC | 79 | $21.4K | 0.01% | 00.0% | Unchanged |
| Miller Capital Partners, Inc. | 79 | $21.4K | 0.01% | +79 | New |
| Kerr Financial Planning Corp | 68 | $22.1K | 0.03% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 82 | $22.2K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 86 | $23.3K | 0.00% | +26+43.3% | Added |
| Caitlin John, LLC | 88 | $23.9K | 0.02% | −311−77.9% | Reduced |
| IMG Wealth Management, Inc. | 91 | $24.7K | 0.02% | +29+46.8% | Added |
| Banque Transatlantique SA | 92 | $24.9K | 0.00% | +92 | New |
| Hanson & Doremus Investment Management | 92 | $25.0K | 0.00% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 94 | $25.5K | 0.01% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 97 | $26.3K | 0.02% | +97 | New |
| Creative Financial Designs Inc | 98 | $26.6K | 0.00% | −88−47.3% | Reduced |
| West Branch Capital LLC | 99 | $26.8K | 0.01% | −106−51.7% | Reduced |
| Close Asset Management Ltd | 100 | $27.0K | 0.00% | 00.0% | Unchanged |
| Lavaca Capital LLC | 100 | $27.1K | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 100 | $27.1K | 0.02% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 100 | $27.1K | 0.01% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 100 | $27.1K | 0.04% | +100 | New |
| Midwest Capital Advisors, LLC | 105 | $28.5K | 0.01% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 106 | $28.7K | 0.02% | −1−0.9% | Reduced |
| Rialto Wealth Management, LLC | 110 | $29.8K | 0.01% | +1+0.9% | Added |
| Orion Capital Management LLC | 111 | $30.1K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 114 | $30.9K | 0.01% | +16+16.3% | Added |
| First Financial Corp | 115 | $31.2K | 0.01% | 00.0% | Unchanged |
| Entrust Financial LLC | 122 | $33.1K | 0.02% | +122 | New |
| New Millennium Group LLC | 123 | $33.4K | 0.01% | −1−0.8% | Reduced |
| Albion Financial Group | 123 | $33.4K | 0.00% | +36+41.4% | Added |
| CBIZ Investment Advisory Services, LLC | 128 | $34.7K | 0.00% | +46+56.1% | Added |
| Barnes Dennig Private Wealth Management LLC | 129 | $35.0K | 0.04% | +49+61.3% | Added |
| Private Wealth Management Group, LLC | 132 | $35.8K | 0.01% | −5−3.6% | Reduced |
| Bank of Jackson Hole Trust | 134 | $36.3K | 0.02% | +24+21.8% | Added |
| LFA - Lugano Financial Advisors SA | 135 | $36.6K | 0.02% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 137 | $37.2K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 137 | $37.3K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 141 | $38.2K | 0.04% | +141 | New |
| RMG Wealth Management LLC | 124 | $38.5K | 0.00% | +15+13.8% | Added |
| Atlantic Edge Private Wealth Management, LLC | 145 | $39.3K | 0.01% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 146 | $39.6K | 0.02% | 00.0% | Unchanged |
| Timmons Wealth Management, LLC | 146 | $39.6K | 0.04% | +146 | New |
| Westside Investment Management, Inc. | 148 | $40.3K | 0.01% | +4+2.8% | Added |
| Salomon & Ludwin, LLC | 149 | $41.3K | 0.00% | +76+104.1% | Added |
| Avion Wealth | 158 | $42.0K | 0.01% | −2−1.3% | Reduced |
| Duncker Streett & Co Inc | 156 | $42.3K | 0.01% | −41−20.8% | Reduced |
| Valued Wealth Advisors LLC | 157 | $42.6K | 0.02% | +2+1.3% | Added |
| BOK Financial Private Wealth, Inc. | 158 | $42.9K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 162 | $43.9K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 163 | $44.2K | 0.00% | +163 | New |
| Princeton Global Asset Management LLC | 168 | $45.6K | 0.01% | +123+273.3% | Added |
| Clayton Financial Group LLC | 170 | $46.1K | 0.02% | +44+34.9% | Added |
| CVA Family Office, LLC | 171 | $46.4K | 0.01% | +7+4.3% | Added |
| Access Investment Management LLC | 189 | $46.4K | 0.01% | 00.0% | Unchanged |
| Pflug Koory, LLC | 176 | $47.7K | 0.02% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 180 | $48.8K | 0.00% | +25+16.1% | Added |
| First United Bank Trust | 188 | $51.0K | 0.02% | −20−9.6% | Reduced |
| Coston, McIsaac & Partners | 192 | $52.0K | 0.01% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 192 | $52.1K | 0.02% | +124+182.4% | Added |
| Crews Bank & Trust | 194 | $52.6K | 0.01% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 195 | $52.9K | 0.01% | +195 | New |
| Lloyd Advisory Services, LLC. | 195 | $52.9K | 0.02% | +195 | New |