| Correct Capital Wealth Management | 700 | $223.3K | 0.04% | −296−29.7% | Reduced |
| Catherine Avery Investment Management LLC | 700 | $223.3K | 0.17% | 00.0% | Unchanged |
| Burns Matteson Capital Management, LLC | 700 | $223.3K | 0.11% | +700 | New |
| Pointe Capital Management LLC | 699 | $223.0K | 0.12% | +699 | New |
| Pine Harbor Wealth Management, LLC | 699 | $223.0K | 0.08% | +699 | New |
| PPS&V Asset Management Consultants, Inc. | 698 | $222.8K | 0.14% | +698 | New |
| BCJ Capital Management, LLC | 698 | $222.6K | 0.01% | +698 | New |
| O'Brien Greene & Co. Inc | 695 | $221.7K | 0.07% | +695 | New |
| Avion Wealth | 693 | $221.0K | 0.05% | −137−16.5% | Reduced |
| ERn Financial, LLC | 692 | $220.7K | 0.05% | −2,806−80.2% | Reduced |
| LRI Investments, LLC | 690 | $220.1K | 0.02% | −73−9.6% | Reduced |
| Reuter James Wealth Management, LLC | 688 | $219.5K | 0.03% | +688 | New |
| Gradient Capital Advisors, LLC | 688 | $219.5K | 0.06% | +688 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 688 | $219.0K | 0.07% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 686 | $218.9K | 0.03% | −205−23.0% | Reduced |
| Redwood Financial Network Corp | 683 | $217.9K | 0.15% | +683 | New |
| Prestige Wealth Management Group LLC | 682 | $217.5K | 0.04% | 00.0% | Unchanged |
| Rooted Wealth Advisors, Inc. | 680 | $217.3K | 0.08% | +680 | New |
| Somerset Trust Co | 681 | $217.2K | 0.07% | +681 | New |
| Single Point Partners, LLC | 682 | $217.0K | 0.05% | +682 | New |
| Seeds Investor LLC | 680 | $216.9K | 0.05% | +680 | New |
| Three Bridge Wealth Advisors, LLC | 676 | $215.6K | 0.06% | +676 | New |
| Semmax Financial Advisors Inc. | 724 | $215.3K | 0.06% | +2+0.3% | Added |
| Elmwood Wealth Management, Inc. | 675 | $215.3K | 0.09% | +675 | New |
| Bogart Wealth, LLC | 674 | $214.9K | 0.01% | −13−1.9% | Reduced |
| Capital Performance Advisors LLP | 672 | $214.2K | 0.04% | −759−53.0% | Reduced |
| Portland Global Advisors LLC | 671 | $214.0K | 0.03% | +671 | New |
| Values Added Financial LLC | 671 | $214.0K | 0.10% | +671 | New |
| Kennedy Investment Group | 670 | $213.8K | 0.09% | +670 | New |
| Magnolia Capital Advisors LLC | 668 | $213.1K | 0.05% | +668 | New |
| Financial Advisory Service, Inc. | 662 | $211.3K | 0.02% | +662 | New |
| Tobam | 662 | $211.0K | 0.08% | −301−31.3% | Reduced |
| Betterment LLC | 660 | $211.0K | 0.00% | −255−27.9% | Reduced |
| Pinnacle Financial Group, LLC | 661 | $210.8K | 0.07% | +661 | New |
| Westchester Capital Management, Inc. | 660 | $210.5K | 0.05% | 00.0% | Unchanged |
| RVW Wealth, LLC | 660 | $210.5K | 0.02% | +660 | New |
| Trinity Financial Advisors LLC | 660 | $210.5K | 0.06% | +660 | New |
| Donaldson Capital Management, LLC | 660 | $210.4K | 0.01% | −187−22.1% | Reduced |
| Goldstone Financial Group, LLC | 639 | $209.8K | 0.03% | +639 | New |
| Fusion Capital, LLC | 656 | $209.2K | 0.07% | +656 | New |
| Am Investment Strategies LLC | 658 | $209.0K | 0.05% | +658 | New |
| Horizon Kinetics Asset Management LLC | 655 | $208.9K | 0.00% | +655 | New |
| Charter Oak Capital Management, LLC | 652 | $208.0K | 0.02% | +652 | New |
| Eldridge Investment Advisors, Inc. | 652 | $208.0K | 0.04% | +652 | New |
| Clark Asset Management, LLC | 652 | $208.0K | 0.03% | +652 | New |
| Fortitude Family Office, LLC | 651 | $207.7K | 0.07% | +5+0.8% | Added |
| Nichols & Pratt Advisers LLP | 650 | $207.3K | 0.01% | +650 | New |
| Stegner Investment Associates Inc. | 650 | $207.3K | 0.13% | +650 | New |
| Carson Advisory Inc. | 650 | $207.3K | 0.13% | +650 | New |
| PMG Wealth Management, Inc. | 650 | $207.3K | 0.17% | +650 | New |
| Talisman Wealth Advisors LLC | 649 | $207.1K | 0.19% | +649 | New |
| Buck Wealth Strategies, LLC | 649 | $207.1K | 0.03% | +649 | New |
| Potentia Wealth | 649 | $207.0K | 0.12% | +649 | New |
| Front Street Capital Management, Inc. | 650 | $207.0K | 0.04% | +650 | New |
| Kondo Wealth Advisors, Inc. | 641 | $206.7K | 0.09% | +641 | New |
| Trifecta Capital Advisors, LLC | 648 | $206.7K | 0.03% | +32+5.2% | Added |
| Congress Park Capital LLC | 648 | $206.7K | 0.07% | +648 | New |
| IMA Wealth, Inc. | 648 | $206.7K | 0.02% | +4+0.6% | Added |
| Aspen Grove Capital, LLC | 648 | $206.7K | 0.04% | +648 | New |
| FMB Wealth Management | 646 | $206.0K | 0.10% | +646 | New |
| City Center Advisors, LLC | 645 | $205.7K | 0.22% | +645 | New |
| Lionshead Wealth Management, LLC | 645 | $205.7K | 0.19% | +645 | New |
| Fiducient Advisors LLC | 643 | $205.1K | 0.03% | +643 | New |
| Claris Advisors, LLC | 642 | $204.9K | 0.07% | −1,577−71.1% | Reduced |
| GW Henssler & Associates Ltd | 642 | $204.8K | 0.01% | +642 | New |
| SMART Wealth LLC | 640 | $204.2K | 0.06% | −3,385−84.1% | Reduced |
| Legacy Bridge, LLC | 640 | $204.1K | 0.10% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 640 | $204.1K | 0.06% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 640 | $204.1K | 0.02% | +640 | New |
| Thrive Capital Management, LLC | 640 | $204.1K | 0.06% | +640 | New |
| Chickasaw Capital Management LLC | 640 | $204.0K | 0.01% | +640 | New |
| Foronjy Financial LLC | 639 | $203.8K | 0.10% | +639 | New |
| Iron Horse Wealth Management, LLC | 639 | $203.7K | 0.06% | +2+0.3% | Added |
| 1620 Investment Advisors, Inc. | 638 | $203.7K | 0.14% | −1−0.2% | Reduced |
| WealthCollab, LLC | 638 | $203.5K | 0.11% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 637 | $203.2K | 0.15% | +58+10.0% | Added |
| Better Money Decisions, LLC | 637 | $203.2K | 0.12% | +637 | New |
| Mill Creek Capital Advisors, LLC | 637 | $203.1K | 0.00% | +637 | New |
| Verum Partners LLC | 636 | $203.0K | 0.05% | +636 | New |
| BCS Wealth Management | 636 | $203.0K | 0.04% | +636 | New |
| Colton Groome Financial Advisors, LLC | 636 | $202.9K | 0.07% | +636 | New |
| Brio Consultants, LLC | 635 | $202.6K | 0.03% | +635 | New |
| Western Pacific Wealth Management, LP | 634 | $202.2K | 0.19% | 00.0% | Unchanged |
| Mosaic Family Wealth Partners, LLC | 634 | $202.2K | 0.03% | +634 | New |
| Lantern Wealth Advisors, LLC | 632 | $201.6K | 0.12% | +632 | New |
| Affinity Capital Advisors, LLC | 631 | $201.3K | 0.03% | +631 | New |
| Fogel Capital Management, Inc. | 631 | $201.3K | 0.11% | +631 | New |
| Biltmore Family Office, LLC | 627 | $200.0K | 0.03% | −150−19.3% | Reduced |
| Centricity Wealth Management, LLC | 627 | $200.0K | 0.16% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 653 | $198.1K | 0.06% | +653 | New |
| Mascoma Wealth Management LLC | 621 | $198.1K | 0.05% | 00.0% | Unchanged |
| First Community Trust NA | 610 | $194.6K | 0.16% | 00.0% | Unchanged |
| Kentucky Trust Co | 605 | $193.0K | 0.11% | −75−11.0% | Reduced |
| AdvisorNet Financial, Inc | 602 | $192.0K | 0.01% | +198+49.0% | Added |
| CGC Financial Services, LLC | 582 | $185.6K | 0.06% | +582 | New |
| Sound Income Strategies, LLC | 577 | $183.9K | 0.01% | −79−12.0% | Reduced |
| William B. Walkup & Associates, Inc. | 565 | $180.2K | 0.11% | 00.0% | Unchanged |
| Addison Advisors LLC | 560 | $178.6K | 0.04% | −39−6.5% | Reduced |
| Itau Unibanco Holding S.A. | 560 | $178.6K | 0.01% | −71−11.3% | Reduced |
| Security National Bank | 544 | $173.5K | 0.03% | 00.0% | Unchanged |
