| Marshall & Sterling Wealth Advisors Inc. | 175 | $37.5K | 0.02% | −297−62.9% | Reduced |
| TFC Financial Management | 175 | $37.5K | 0.00% | +1+0.6% | Added |
| Brown, Lisle/Cummings, Inc. | 174 | $37.3K | 0.01% | −155−47.1% | Reduced |
| Evermay Wealth Management LLC | 173 | $37.0K | 0.00% | −17−8.9% | Reduced |
| Caldwell Sutter Capital, Inc. | 163 | $34.9K | 0.01% | +20+14.0% | Added |
| Private Wealth Management Group, LLC | 161 | $34.5K | 0.01% | −3−1.8% | Reduced |
| Pioneer Family Office, LLC | 160 | $34.3K | 0.02% | +160 | New |
| Roble, Belko & Company, Inc | 157 | $34.0K | 0.00% | −26−14.2% | Reduced |
| Retirement Wealth Solutions LLC | 158 | $33.8K | 0.02% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 158 | $33.8K | 0.00% | −7−4.2% | Reduced |
| Wilkerson Advisory Group LLC | 155 | $33.2K | 0.01% | +155 | New |
| Osterweis Capital Management Inc | 150 | $32.1K | 0.00% | 00.0% | Unchanged |
| Fountainhead AM, LLC | 149 | $31.9K | 0.05% | −1,441−90.6% | Reduced |
| Red Tortoise LLC | 149 | $31.9K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 146 | $31.3K | 0.01% | +24+19.7% | Added |
| First Financial Corp | 142 | $30.4K | 0.01% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 140 | $30.0K | 0.00% | +2+1.4% | Added |
| Aviso Financial Inc. | 140 | $30.0K | 0.00% | −60−30.0% | Reduced |
| Basepoint Wealth LLC | 139 | $29.8K | 0.02% | +139 | New |
| MPWM Advisory Solutions, LLC | 133 | $28.5K | 0.02% | +20+17.7% | Added |
| Hartford Financial Management Inc. | 129 | $27.6K | 0.01% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 126 | $27.0K | 0.03% | +126 | New |
| Bravera Wealth | 126 | $27.0K | 0.01% | +126 | New |
| NorthAvenue LLC | 123 | $26.3K | 0.02% | +123 | New |
| Arbor Wealth Management LLC | 123 | $26.3K | 0.02% | +123 | New |
| Joseph Group Capital Management | 119 | $25.5K | 0.01% | +119 | New |
| Park Place Capital Corp | 118 | $25.3K | 0.01% | +15+14.6% | Added |
| Modus Advisors, LLC | 113 | $24.2K | 0.01% | +113 | New |
| Merited Wealth, LLC | 111 | $23.8K | 0.02% | +111 | New |
| Atomic Invest LLC | 108 | $23.2K | 0.01% | +108 | New |
| Decker Retirement Planning Inc. | 108 | $23.1K | 0.01% | −26,227−99.6% | Reduced |
| True Wealth Design, LLC | 106 | $22.7K | 0.01% | +7+7.1% | Added |
| Cetera Trust Company, N.A | 104 | $22.3K | 0.01% | 00.0% | Unchanged |
| Glynn Capital Management LLC | 102 | $21.8K | 0.01% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 101 | $21.6K | 0.01% | +10+11.0% | Added |
| Torren Management, LLC | 101 | $21.6K | 0.01% | +101 | New |
| C M Bidwell & Associates Ltd | 100 | $21.4K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 100 | $21.4K | 0.00% | 00.0% | Unchanged |
| Kentucky Trust Co | 100 | $21.4K | 0.01% | 00.0% | Unchanged |
| Evelyn Partners Investment Management (Europe) Ltd | 100 | $21.4K | 0.01% | 00.0% | Unchanged |
| Dba Trading, LLC | 100 | $21.4K | 0.02% | +100 | New |
| Walsh & Associates, LLC | 97 | $20.8K | 0.02% | +97 | New |
| Arcadia Investment Management Corp | 95 | $20.3K | 0.00% | +87+1,087.5% | Added |
| Riverview Trust Co | 95 | $20.3K | 0.02% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 94 | $20.1K | 0.01% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 93 | $19.9K | 0.01% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 91 | $19.5K | 0.01% | +33+56.9% | Added |
| Carolina Wealth Advisors, LLC | 90 | $19.3K | 0.01% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 89 | $19.1K | 0.01% | −20−18.3% | Reduced |
| JDM Financial Group LLC | 89 | $19.1K | 0.01% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 89 | $19.0K | 0.00% | −4−4.3% | Reduced |
| Turning Point Benefit Group, Inc. | 86 | $18.4K | 0.01% | +78+975.0% | Added |
| Clayton Financial Group LLC | 85 | $18.2K | 0.01% | +85 | New |
| Align Financial, LLC | 17,561 | $17.6K | 0.01% | +17,561 | New |
| United Financial Planning Group LLC | 79 | $16.9K | 0.01% | +78+7,800.0% | Added |
| Compass Financial Services Inc | 78 | $16.7K | 0.01% | 00.0% | Unchanged |
| Bullseye Investment Management, LLC | 76 | $16.3K | 0.01% | +76 | New |
| Centennial Bank | 75 | $16.1K | 0.01% | 00.0% | Unchanged |
| Chelsea Counsel Co | 75 | $16.1K | 0.01% | +15+25.0% | Added |
| Kennebec Savings Bank | 74 | $15.8K | 0.01% | 00.0% | Unchanged |
| Hamrick Investment Counsel, llc | 69 | $14.8K | 0.01% | +69 | New |
| Altshuler Shaham Ltd | 66 | $14.1K | 0.00% | −35−34.7% | Reduced |
| 1 North Wealth Services LLC | 65 | $13.9K | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 65 | $13.9K | 0.00% | 00.0% | Unchanged |
| Tripletail Wealth Management, LLC | 63 | $13.5K | 0.02% | −83−56.8% | Reduced |
| Clark Wealth Partners | 60 | $12.8K | 0.01% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 60 | $12.8K | 0.01% | −5−7.7% | Reduced |
| Navigoe, LLC | 58 | $12.0K | 0.01% | 00.0% | Unchanged |
| Aventus Investment Advisors, Inc. | 56 | $12.0K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 55 | $11.9K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 55 | $11.8K | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 54 | $11.6K | 0.01% | +2+3.8% | Added |
| LM Advisors LLC | 2,439 | $11.4K | 0.23% | −8,814−78.3% | Reduced |
| Greykasell Wealth Strategies, Inc. | 53 | $11.3K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 52 | $11.0K | 0.00% | +52 | New |
| Gordian Capital Singapore Pte Ltd | 51 | $10.9K | 0.02% | +50+5,000.0% | Added |
| Redmont Wealth Advisors LLC | 50 | $10.7K | 0.02% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 50 | $10.7K | 0.01% | +14+38.9% | Added |
| Goodman Advisory Group, LLC | 50 | $10.7K | 0.00% | +50 | New |
| Commonwealth Retirement Investments LLC | 50 | $10.7K | 0.00% | +50 | New |
| Winnow Wealth LLC | 49 | $10.5K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 49 | $10.5K | 0.00% | −206−80.8% | Reduced |
| Motiv8 Investments LLC | 48 | $10.0K | 0.01% | +48 | New |
| Essential Investment Partners LLC | 45 | $9.64K | 0.01% | +45 | New |
| PayPay Securities Corp | 44 | $9.42K | 0.28% | +14+46.7% | Added |
| Atlas Capital Advisors LLC | 43 | $9.21K | 0.00% | +43 | New |
| Acumen Wealth Advisors, LLC | 358 | $9.18K | 0.00% | +358 | New |
| Turim 21 Investimentos Ltda. | 26 | $9.10K | 0.00% | −3−10.3% | Reduced |
| Investors Portfolio Services LLC | 42 | $9.07K | 0.01% | +42 | New |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 40 | $8.57K | 0.01% | +40 | New |
| Nvest Wealth Strategies, Inc. | 39 | $8.35K | 0.01% | +39 | New |
| Clean Yield Group | 38 | $8.14K | 0.00% | −12−24.0% | Reduced |
| Lavaca Capital LLC | 32 | $6.85K | 0.00% | 00.0% | Unchanged |
| Harbor Asset Planning, Inc. | 31 | $6.64K | 0.01% | +31 | New |
| Networth Advisors, LLC | 31 | $6.64K | 0.00% | +31 | New |
| Inlight Wealth Management, LLC | 30 | $6.42K | 0.00% | −100−76.9% | Reduced |
| Tradewinds Capital Management, LLC | 30 | $6.42K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 30 | $6.42K | 0.00% | 00.0% | Unchanged |
| Team Financial Group, LLC | 29 | $6.21K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 26 | $5.57K | 0.00% | −5−16.1% | Reduced |
