| Medallion Wealth Advisors, LLC | 127 | $25.9K | 0.01% | +127 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 114 | $25.5K | 0.05% | +114 | New |
| Rocky Mountain Advisers, LLC | 113 | $25.3K | 0.01% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 112 | $25.1K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 110 | $24.6K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 106 | $24.0K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 107 | $23.8K | 0.01% | +4+3.9% | Added |
| Gen-Wealth Partners Inc | 104 | $23.3K | 0.01% | −185−64.0% | Reduced |
| Mascoma Wealth Management LLC | 104 | $23.3K | 0.01% | +42+67.7% | Added |
| Oakworth Capital, Inc. | 103 | $23.0K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 102 | $22.9K | 0.00% | −4−3.8% | Reduced |
| Financial Management Professionals, Inc. | 102 | $22.8K | 0.00% | +13+14.6% | Added |
| Raleigh Capital Management Inc. | 101 | $22.6K | 0.01% | −3−2.9% | Reduced |
| Flagship Wealth Advisors, LLC | 100 | $22.4K | 0.01% | +100 | New |
| Asset Planning,Inc | 100 | $22.4K | 0.02% | +100 | New |
| Operose Advisors LLC | 94 | $21.0K | 0.01% | −102−52.0% | Reduced |
| FPC Investment Advisory, Inc. | 68 | $20.4K | 0.01% | +68 | New |
| West Branch Capital LLC | 91 | $20.4K | 0.01% | +90+9,000.0% | Added |
| High Note Wealth, LLC | 90 | $20.1K | 0.01% | +90 | New |
| Bank of Jackson Hole Trust | 89 | $19.9K | 0.01% | +89 | New |
| Ameriflex Group, Inc. | 65 | $19.5K | 0.01% | +65 | New |
| Northwest Bank & Trust Co | 76 | $19.5K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 87 | $19.5K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 87 | $19.5K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 83 | $18.6K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 83 | $18.6K | 0.00% | +83 | New |
| Vista Private Wealth Partners. LLC | 80 | $17.9K | 0.01% | +80 | New |
| FWL Investment Management, LLC | 80 | $17.9K | 0.01% | +80 | New |
| Coppell Advisory Solutions LLC | 76 | $17.2K | 0.00% | +17+28.8% | Added |
| PrairieView Partners, LLC | 79 | $17.0K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 75 | $16.8K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 75 | $16.8K | 0.01% | 00.0% | Unchanged |
| Compass Financial Services Inc | 75 | $16.8K | 0.01% | +75 | New |
| Dunhill Financial, LLC | 75 | $16.7K | 0.01% | +17+29.3% | Added |
| Whipplewood Advisors, LLC | 73 | $16.3K | 0.01% | +73 | New |
| RE Dickinson Investment Advisors, LLC | 72 | $16.1K | 0.01% | +10+16.1% | Added |
| Decker Retirement Planning Inc. | 71 | $15.9K | 0.01% | +71 | New |
| Logan Capital Management Inc | 70 | $15.7K | 0.00% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 70 | $15.7K | 0.00% | +70 | New |
| FSA Wealth Management LLC | 68 | $15.2K | 0.01% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 66 | $15.0K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 66 | $15.0K | 0.01% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 66 | $14.8K | 0.01% | +66 | New |
| Kentucky Trust Co | 66 | $14.8K | 0.01% | +66 | New |
| Piscataqua Savings Bank | 66 | $14.8K | 0.01% | 00.0% | Unchanged |
| Robinswood Financial LLC | 66 | $14.8K | 0.01% | +66 | New |
| MidAtlantic Capital Management, Inc. | 64 | $14.3K | 0.01% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 63 | $14.1K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 61 | $13.7K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 61 | $13.6K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 60 | $13.5K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 58 | $13.0K | 0.00% | −575−90.8% | Reduced |
| Clean Yield Group | 58 | $13.0K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 58 | $13.0K | 0.01% | 00.0% | Unchanged |
| Coastline Trust Co | 56 | $12.5K | 0.00% | +56 | New |
| GPS Wealth Strategies Group, LLC | 55 | $12.3K | 0.00% | 00.0% | Unchanged |
| American National Bank | 53 | $11.9K | 0.00% | −5−8.6% | Reduced |
| Colonial Trust Advisors | 51 | $11.4K | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 50 | $11.2K | 0.01% | +50 | New |
| Glynn Capital Management LLC | 50 | $11.2K | 0.00% | +50 | New |
| Valley National Advisers Inc | 53 | $11.0K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 51 | $11.0K | 0.00% | −1−1.9% | Reduced |
| Clear Street Markets LLC | 49 | $11.0K | 0.00% | +49 | New |
| Caldwell Sutter Capital, Inc. | 48 | $10.7K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 47 | $10.6K | 0.01% | +47 | New |
| Ruedi Wealth Management, Inc. | 44 | $9.84K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 42 | $9.40K | 0.00% | −52−55.3% | Reduced |
| NBC Securities, Inc. | 41 | $9.31K | 0.85% | −42,187−99.9% | Reduced |
| Global Financial Private Client, LLC | 41 | $9.17K | 0.00% | +3+7.9% | Added |
| Tower View Investment Management & Research LLC | 40 | $8.96K | 0.00% | −4−9.1% | Reduced |
| Bear Mountain Capital, Inc. | 25 | $8.66K | 0.00% | +25 | New |
| Semmax Financial Advisors Inc. | 28 | $8.64K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 38 | $8.50K | 0.01% | +38 | New |
| WPG Advisers, LLC | 36 | $8.11K | 0.01% | +36 | New |
| Thompson Investment Management, Inc. | 36 | $8.05K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 34 | $7.65K | 0.00% | +7+25.9% | Added |
| Criterion Capital Advisors, LLC | 38 | $7.61K | 0.00% | 00.0% | Unchanged |
| Putney Financial Group LLC | 33 | $7.38K | 0.01% | +33 | New |
| Painted Porch Advisors LLC | 32 | $7.16K | 0.00% | +32 | New |
| Oarsman Capital, Inc. | 30 | $6.72K | 0.00% | +30 | New |
| Pingora Partners LLC | 30 | $6.71K | 0.00% | +30 | New |
| Wolff Wiese Magana LLC | 29 | $6.49K | 0.00% | −50−63.3% | Reduced |
| Paladin Advisory Group, LLC | 29 | $6.49K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 29 | $6.47K | 0.00% | +29 | New |
| Jackson, Grant Investment Advisers, Inc. | 28 | $6.26K | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 20 | $6.20K | 0.00% | +20 | New |
| Legacy Wealth Managment, LLC | 20 | $6.20K | 0.00% | +20 | New |
| South State Corp. | 27 | $6.04K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 31 | $6.00K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 26 | $5.65K | 0.00% | +26 | New |
| SJS Investment Consulting Inc. | 24 | $5.37K | 0.00% | −11−31.4% | Reduced |
| Godsey & Gibb Associates | 24 | $5.37K | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 21 | $5.00K | 0.00% | +19+950.0% | Added |
| Eagle Bay Advisors LLC | 22 | $4.92K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 22 | $4.92K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 21 | $4.70K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 20 | $4.47K | 0.00% | +4+25.0% | Added |
| Cassady Schiller Wealth Management, LLC | 20 | $4.47K | 0.00% | +14+233.3% | Added |
| TFC Financial Management | 17 | $3.81K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 17 | $3.80K | 0.17% | +17 | New |
