| Gold Investment Management Ltd. | 125 | $33.8K | 0.01% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 122 | $32.9K | 0.00% | +9+8.0% | Added |
| Strive Asset Management, LLC | 119 | $32.2K | 0.02% | +119 | New |
| Bangor Savings Bank | 118 | $31.9K | 0.00% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 115 | $31.1K | 0.01% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 114 | $30.8K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 116 | $30.7K | 0.00% | +51+78.5% | Added |
| Trifecta Capital Advisors, LLC | 113 | $30.4K | 0.00% | 00.0% | Unchanged |
| Corundum Trust Company, INC | 112 | $30.3K | 0.07% | +112 | New |
| Fortitude Family Office, LLC | 111 | $30.0K | 0.01% | −2−1.8% | Reduced |
| DHJJ Financial Advisors, Ltd. | 110 | $29.7K | 0.01% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 110 | $29.7K | 0.00% | +6+5.8% | Added |
| Sagard Holdings Management Inc. | 109 | $29.5K | 0.15% | 00.0% | Unchanged |
| LRI Investments, LLC | 107 | $28.8K | 0.00% | −85−44.3% | Reduced |
| Rational Advisors LLC | 106 | $28.6K | 0.00% | −2−1.9% | Reduced |
| Financial Consulate, Inc | 105 | $28.4K | 0.00% | +105 | New |
| Ameliora Wealth Management Ltd. | 103 | $27.8K | 0.01% | +103 | New |
| Roble, Belko & Company, Inc | 100 | $27.0K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 100 | $26.9K | 0.00% | +100 | New |
| Washington Trust Advisors, Inc. | 99 | $26.7K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 95 | $25.7K | 0.01% | +1+1.1% | Added |
| Albion Financial Group | 94 | $25.4K | 0.00% | +9+10.6% | Added |
| Activest Wealth Management | 93 | $25.1K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 93 | $25.1K | 0.00% | +50+116.3% | Added |
| Kohmann Bosshard Financial Services, LLC | 25,000 | $24.9K | 0.00% | +25,000 | New |
| Financial Perspectives, Inc | 91 | $24.5K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 85 | $23.0K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 85 | $23.0K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 84 | $22.6K | 0.01% | −58−40.8% | Reduced |
| Sachetta, LLC | 79 | $21.3K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 78 | $21.1K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 78 | $21.1K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 77 | $20.9K | 0.01% | +77 | New |
| Howard Hughes Medical Institute | 77 | $20.8K | 0.01% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 77 | $20.8K | 0.01% | +77 | New |
| Meeder Asset Management Inc | 76 | $20.5K | 0.00% | −147−65.9% | Reduced |
| Armstrong Advisory Group, Inc | 75 | $20.3K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 75 | $20.3K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 75 | $20.3K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 69 | $18.6K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 69 | $18.0K | 0.01% | +2+3.0% | Added |
| Creative Financial Designs Inc | 64 | $17.2K | 0.00% | −2−3.0% | Reduced |
| Oakworth Capital, Inc. | 63 | $17.0K | 0.00% | +63 | New |
| Imprint Wealth LLC | 62 | $16.8K | 0.05% | +62 | New |
| Eastern Bank | 61 | $16.5K | 0.00% | +61 | New |
| Independence Bank of Kentucky | 60 | $16.2K | 0.00% | 00.0% | Unchanged |
| City State Bank | 60 | $16.2K | 0.00% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 60 | $16.1K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 58 | $15.7K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 57 | $15.4K | 0.00% | +5+9.6% | Added |
| North Capital, Inc. | 57 | $15.4K | 0.01% | +7+14.0% | Added |
| Turning Point Benefit Group, Inc. | 56 | $14.9K | 0.01% | +56 | New |
| Stone House Investment Management, LLC | 55 | $14.9K | 0.00% | +2+3.8% | Added |
| Bare Financial Services, Inc | 53 | $14.3K | 0.00% | +33+165.0% | Added |
| Raffa Wealth Management, LLC | 51 | $13.8K | 0.00% | −224−81.5% | Reduced |
| Kerr Financial Planning Corp | 48 | $13.6K | 0.02% | +48 | New |
| Murphy & Mullick Capital Management Corp | 50 | $13.5K | 0.01% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 50 | $13.5K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 49 | $13.2K | 0.00% | −34−41.0% | Reduced |
| Access Investment Management LLC | 48 | $13.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 48 | $12.9K | 0.00% | −25−34.2% | Reduced |
| Clal Insurance Enterprises Holdings Ltd | 44 | $12.0K | 0.00% | +7+18.9% | Added |
| Marquette Asset Management, LLC | 44 | $11.9K | 0.00% | +44 | New |
| Red Tortoise LLC | 44 | $11.9K | 0.01% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 43 | $11.5K | 0.00% | +1+2.4% | Added |
| Cape Investment Advisory, Inc. | 41 | $11.1K | 0.01% | +4+10.8% | Added |
| J.Safra Asset Management Corp | 40 | $10.8K | 0.00% | +40 | New |
| Abound Wealth Management | 39 | $10.5K | 0.00% | +1+2.6% | Added |
| Uniplan Investment Counsel, Inc. | 38 | $10.3K | 0.00% | −31−44.9% | Reduced |
| Anfield Capital Management, LLC | 38 | $10.3K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 38 | $10.3K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 38 | $10.3K | 0.02% | −688−94.8% | Reduced |
| Legacy Wealth Managment, LLC | 37 | $10.0K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 37 | $10.0K | 0.00% | +4+12.1% | Added |
| SOA Wealth Advisors, LLC. | 36 | $9.85K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 36 | $9.73K | 0.00% | +11+44.0% | Added |
| GPS Wealth Strategies Group, LLC | 36 | $9.71K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management (Europe) Ltd | 35 | $9.46K | 0.00% | −160−82.1% | Reduced |
| Atwood & Palmer Inc | 35 | $9.46K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 35 | $9.46K | 0.00% | 00.0% | Unchanged |
| Lavaca Capital LLC | 35 | $9.46K | 0.00% | +35 | New |
| South State Corp. | 34 | $9.19K | 0.00% | −156−82.1% | Reduced |
| Rakuten Securities, Inc. | 33 | $8.92K | 0.00% | −23−41.1% | Reduced |
| Evolution Wealth Management Inc. | 31 | $8.38K | 0.01% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 29 | $7.84K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 28 | $7.57K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 28 | $7.57K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 27 | $7.42K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 27 | $7.29K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 27 | $7.29K | 0.00% | +1+3.8% | Added |
| Gen-Wealth Partners Inc | 26 | $7.03K | 0.00% | 00.0% | Unchanged |
| Raelipskie Partnership | 25 | $6.75K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 24 | $6.66K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 24 | $6.49K | 0.00% | −4−14.3% | Reduced |
| Adirondack Trust Co | 23 | $6.21K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 21 | $5.60K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 20 | $5.40K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 19 | $5.16K | 0.00% | +1+5.6% | Added |
| Newbridge Financial Services Group, Inc. | 19 | $5.13K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 19 | $5.13K | 0.00% | +2+11.8% | Added |