| Clean Yield Group | 161 | $41.4K | 0.01% | 00.0% | Unchanged |
| Optima Capital LLC | 152 | $39.1K | 0.02% | +152 | New |
| Valued Wealth Advisors LLC | 148 | $38.1K | 0.02% | +17+13.0% | Added |
| FWL Investment Management, LLC | 148 | $38.0K | 0.01% | +36+32.1% | Added |
| Entrust Financial LLC | 145 | $37.3K | 0.03% | +145 | New |
| Silicon Valley Capital Partners | 143 | $36.7K | 0.00% | +1+0.7% | Added |
| Evelyn Partners Investment Management LLP | 140 | $36.0K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 136 | $35.0K | 0.02% | +17+14.3% | Added |
| First Financial Corp | 136 | $35.0K | 0.01% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 136 | $35.0K | 0.01% | +11+8.8% | Added |
| Missouri Trust & Investment Co | 135 | $34.7K | 0.01% | 00.0% | Unchanged |
| Essential Partners LLC | 134 | $34.4K | 0.01% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 131 | $33.7K | 0.02% | +78+147.2% | Added |
| Dogwood Wealth Management LLC | 128 | $32.9K | 0.01% | +44+52.4% | Added |
| DiNuzzo Private Wealth, Inc. | 127 | $32.6K | 0.00% | −2−1.6% | Reduced |
| Redmont Wealth Advisors LLC | 126 | $32.4K | 0.05% | 00.0% | Unchanged |
| Costello Asset Management, INC | 120 | $30.8K | 0.01% | −100−45.5% | Reduced |
| Joseph Group Capital Management | 120 | $30.8K | 0.01% | +120 | New |
| Trifecta Capital Advisors, LLC | 117 | $30.1K | 0.00% | −37−24.0% | Reduced |
| Ogorek Anthony Joseph | 118 | $30.0K | 0.01% | +16+15.7% | Added |
| Highline Wealth Partners LLC | 116 | $29.9K | 0.01% | +38+48.7% | Added |
| Activest Wealth Management | 116 | $29.8K | 0.01% | −9−7.2% | Reduced |
| Front Row Advisors LLC | 109 | $28.1K | 0.01% | −21−16.2% | Reduced |
| Mascoma Wealth Management LLC | 108 | $27.8K | 0.01% | +9+9.1% | Added |
| CBIZ Investment Advisory Services, LLC | 107 | $27.5K | 0.00% | +2+1.9% | Added |
| Hurley Capital, LLC | 105 | $27.0K | 0.02% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 103 | $26.5K | 0.01% | +103 | New |
| CKW Financial Group | 100 | $26.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 100 | $25.7K | 0.02% | −567−85.0% | Reduced |
| BFSG, LLC | 100 | $25.7K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 99 | $25.4K | 0.02% | +99 | New |
| Plante Moran Financial Advisors, LLC | 96 | $24.7K | 0.00% | −244−71.8% | Reduced |
| Aster Capital Management (DIFC) Ltd | 94 | $24.2K | 0.01% | −1,297−93.2% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 91 | $23.4K | 0.01% | +43+89.6% | Added |
| Financial Avengers, Inc. | 90 | $23.2K | 0.01% | −14−13.5% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 90 | $23.1K | 0.01% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 90 | $23.1K | 0.00% | +90 | New |
| Atomic Invest LLC | 89 | $23.1K | 0.01% | +89 | New |
| ORG Wealth Partners, LLC | 86 | $22.2K | 0.01% | +85+8,500.0% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 86 | $22.1K | 0.01% | −52−37.7% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 86 | $22.1K | 0.03% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 86 | $22.1K | 0.01% | −914−91.4% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 85 | $21.8K | 0.02% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 80 | $20.5K | 0.01% | +14+21.2% | Added |
| Evelyn Partners Investment Management Services Ltd | 78 | $20.0K | 0.00% | −246−75.9% | Reduced |
| Atwood & Palmer Inc | 75 | $19.3K | 0.00% | 00.0% | Unchanged |
| Greenline Wealth Management LLC | 75 | $19.2K | 0.02% | +75 | New |
| Legacy Wealth Managment, LLC | 73 | $18.8K | 0.01% | +55+305.6% | Added |
| Evelyn Partners Asset Management Ltd | 72 | $18.5K | 0.00% | 00.0% | Unchanged |
| Chapman Financial Group, LLC | 70 | $18.0K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 69 | $17.7K | 0.01% | +53+331.3% | Added |
| 1015 Capital Partners, LLC | 69 | $17.7K | 0.02% | +69 | New |
| Altshuler Shaham Ltd | 68 | $17.5K | 0.00% | −33−32.7% | Reduced |
| Old Second National Bank of Aurora | 65 | $16.7K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 65 | $16.7K | 0.01% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 61 | $15.7K | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 60 | $15.4K | 0.00% | −213−78.0% | Reduced |
| Tompkins Financial Corp | 59 | $15.2K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 58 | $14.9K | 0.01% | +12+26.1% | Added |
| Bay Harbor Wealth Management, LLC | 56 | $14.4K | 0.00% | +21+60.0% | Added |
| Coston, McIsaac & Partners | 58 | $14.0K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 53 | $13.6K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 53 | $13.5K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 50 | $13.4K | 0.01% | 00.0% | Unchanged |
| Copia Wealth Management | 50 | $12.8K | 0.01% | 00.0% | Unchanged |
| NorthAvenue LLC | 50 | $12.8K | 0.01% | +50 | New |
| Medallion Wealth Advisors, LLC | 50 | $12.8K | 0.00% | +50 | New |
| Tucker Asset Management LLC | 48 | $12.3K | 0.00% | +48 | New |
| Sachetta, LLC | 47 | $12.1K | 0.01% | +21+80.8% | Added |
| Wealth Watch Advisors, INC | 45 | $11.6K | 0.00% | +4+9.8% | Added |
| Family CFO Inc | 45 | $11.6K | 0.01% | +45 | New |
| Comprehensive Financial Planning, Inc. | 45 | $11.6K | 0.01% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 44 | $11.3K | 0.01% | +5+12.8% | Added |
| Fairway Wealth LLC | 42 | $10.8K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 40 | $10.5K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 38 | $9.77K | 0.00% | −77−67.0% | Reduced |
| Caitlin John, LLC | 36 | $9.25K | 0.01% | −2,165−98.4% | Reduced |
| Roxbury Financial LLC | 36 | $9.25K | 0.01% | −4−10.0% | Reduced |
| MPWM Advisory Solutions, LLC | 36 | $9.25K | 0.01% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 34 | $8.61K | 0.00% | +26+325.0% | Added |
| Security National Bank | 32 | $8.22K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 32 | $8.22K | 0.01% | +32 | New |
| Luminist Capital LLC | 32 | $8.16K | 0.01% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 31 | $8.00K | 0.01% | 00.0% | Unchanged |
| Quattro Advisors LLC | 29 | $7.47K | 0.01% | +29 | New |
| CoreFirst Bank & Trust | 29 | $7.45K | 0.00% | 00.0% | Unchanged |
| Corsicana & Co. | 29 | $7.45K | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 29 | $7.45K | 0.00% | +3+11.5% | Added |
| LFA - Lugano Financial Advisors SA | 28 | $7.20K | 0.00% | 00.0% | Unchanged |
| Phillip James Consulting Co. | 22 | $7.00K | 0.12% | +22 | New |
| American Capital Advisory, LLC | 25 | $6.42K | 0.00% | +7+38.9% | Added |
| Aspect Partners, LLC | 25 | $6.42K | 0.00% | +8+47.1% | Added |
| Merited Wealth, LLC | 25 | $6.42K | 0.01% | +25 | New |
| Quest 10 Wealth Builders, Inc. | 25 | $6.40K | 0.01% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 20 | $6.02K | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 23 | $5.94K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 23 | $5.91K | 0.00% | −28−54.9% | Reduced |
| Scarborough Advisors, LLC | 23 | $5.91K | 0.00% | −1−4.2% | Reduced |
| Winch Advisory Services, LLC | 23 | $5.85K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 34 | $5.53K | 0.03% | +33+3,300.0% | Added |
