| Fortitude Family Office, LLC | 376 | $47.3K | 0.01% | +62+19.7% | Added |
| 1248 Management, LLC | 369 | $46.5K | 0.02% | +369 | New |
| Sarver Vrooman Wealth Advisors | 368 | $46.3K | 0.03% | −224−37.8% | Reduced |
| ESL Trust Services, LLC | 357 | $44.9K | 0.01% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 356 | $44.8K | 0.01% | +140+64.8% | Added |
| Center for Financial Planning, Inc. | 345 | $43.4K | 0.00% | 00.0% | Unchanged |
| Entrust Financial LLC | 343 | $43.2K | 0.03% | +343 | New |
| Caldwell Trust Co | 340 | $42.8K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 339 | $42.7K | 0.01% | +10+3.0% | Added |
| Hughes Financial Services, LLC | 337 | $42.4K | 0.01% | +9+2.7% | Added |
| Sachetta, LLC | 335 | $42.1K | 0.02% | −17−4.8% | Reduced |
| Vision Financial Markets LLC | 330 | $41.5K | 0.04% | 00.0% | Unchanged |
| Smithfield Trust Co | 328 | $41.0K | 0.00% | +158+92.9% | Added |
| Motiv8 Investments LLC | 327 | $41.0K | 0.02% | +327 | New |
| WealthCollab, LLC | 323 | $40.7K | 0.02% | +52+19.2% | Added |
| Financial Consulate, Inc | 319 | $40.2K | 0.01% | +3+0.9% | Added |
| Meeder Asset Management Inc | 312 | $39.3K | 0.00% | −13−4.0% | Reduced |
| Westside Investment Management, Inc. | 310 | $39.2K | 0.01% | +14+4.7% | Added |
| Estate Planners Group, LLC | 310 | $39.1K | 0.02% | +310 | New |
| Medallion Wealth Advisors, LLC | 309 | $38.9K | 0.01% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 309 | $38.9K | 0.01% | +309 | New |
| Elkhorn Partners Limited Partnership | 300 | $37.8K | 0.02% | +100+50.0% | Added |
| Walsh & Associates, LLC | 300 | $37.8K | 0.04% | +300 | New |
| Heritage Wealth Advisors | 285 | $35.9K | 0.00% | −20−6.6% | Reduced |
| Bell Investment Advisors, Inc | 270 | $34.0K | 0.01% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 286 | $33.5K | 0.00% | +1+0.4% | Added |
| Avion Wealth | 66 | $33.0K | 0.01% | −13−16.5% | Reduced |
| Red Tortoise LLC | 255 | $32.1K | 0.01% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 254 | $32.0K | 0.00% | +254 | New |
| Kimelman & Baird, LLC | 252 | $31.7K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 248 | $31.2K | 0.02% | −3−1.2% | Reduced |
| Westfuller Advisors, LLC | 248 | $31.2K | 0.01% | −112−31.1% | Reduced |
| Coston, McIsaac & Partners | 248 | $31.0K | 0.01% | +1+0.4% | Added |
| Navalign, LLC | 234 | $29.5K | 0.01% | +234 | New |
| Kemnay Advisory Services Inc. | 228 | $28.7K | 0.00% | +228 | New |
| Toth Financial Advisory Corp | 226 | $28.4K | 0.00% | −27−10.7% | Reduced |
| UMA Financial Services, Inc. | 224 | $28.2K | 0.00% | −2−0.9% | Reduced |
| Alerus Financial NA | 219 | $27.6K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 215 | $27.1K | 0.01% | +144+202.8% | Added |
| Covestor Ltd | 215 | $27.0K | 0.01% | +11+5.4% | Added |
| Financial Freedom, LLC | 213 | $26.8K | 0.01% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 212 | $26.7K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 210 | $26.4K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 209 | $26.3K | 0.02% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 206 | $25.9K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 203 | $25.6K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 203 | $25.6K | 0.01% | +184+968.4% | Added |
| Commonwealth Retirement Investments LLC | 200 | $25.2K | 0.01% | +200 | New |
| Piscataqua Savings Bank | 198 | $24.9K | 0.02% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 194 | $24.4K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 192 | $24.2K | 0.00% | +190+9,500.0% | Added |
| First Financial Corp | 187 | $23.5K | 0.01% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 186 | $23.4K | 0.01% | +186 | New |
| Aventura Private Wealth, LLC | 172 | $21.7K | 0.01% | +130+309.5% | Added |
| Thompson Investment Management, Inc. | 169 | $21.3K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 164 | $20.6K | 0.02% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 155 | $19.5K | 0.00% | −81−34.3% | Reduced |
| American Capital Advisory, LLC | 154 | $19.4K | 0.01% | +43+38.7% | Added |
| WPG Advisers, LLC | 152 | $19.1K | 0.01% | +6+4.1% | Added |
| Ulland Investment Advisors, LLC | 150 | $19.0K | 0.02% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 150 | $18.9K | 0.05% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 150 | $18.9K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 146 | $18.4K | 0.00% | 00.0% | Unchanged |
| Vision Retirement, LLC | 143 | $18.0K | 0.00% | +143 | New |
| Elyxium Wealth, LLC | 139 | $17.5K | 0.00% | +139 | New |
| Salomon & Ludwin, LLC | 132 | $16.4K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 130 | $16.4K | 0.00% | −2,000−93.9% | Reduced |
| GGM Financials LLC | 127 | $15.9K | 0.01% | +1+0.8% | Added |
| 1015 Capital Partners, LLC | 122 | $15.4K | 0.02% | +122 | New |
| Contravisory Investment Management, Inc. | 121 | $15.2K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 120 | $15.1K | 0.01% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 120 | $15.1K | 0.01% | +20+20.0% | Added |
| Roble, Belko & Company, Inc | 120 | $15.0K | 0.00% | +100+500.0% | Added |
| ORG Partners LLC | 117 | $14.7K | 0.00% | −14−10.7% | Reduced |
| HHM Wealth Advisors, LLC | 115 | $14.5K | 0.00% | 00.0% | Unchanged |
| Advantage Trust Co | 113 | $14.2K | 0.01% | 00.0% | Unchanged |
| Greenline Wealth Management LLC | 108 | $13.6K | 0.01% | +108 | New |
| VSM Wealth Advisory, LLC | 107 | $13.5K | 0.00% | +107 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 103 | $13.0K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 100 | $12.6K | 0.01% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 100 | $12.6K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 100 | $12.6K | 0.00% | +100 | New |
| Caitlin John, LLC | 100 | $12.6K | 0.01% | +100 | New |
| Plante Moran Financial Advisors, LLC | 99 | $12.5K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 97 | $12.2K | 0.00% | +7+7.8% | Added |
| Kohmann Bosshard Financial Services, LLC | 97 | $12.1K | 0.00% | +97 | New |
| Swiss Re Ltd | 96 | $12.1K | 0.00% | +96 | New |
| HighMark Wealth Management LLC | 95 | $12.0K | 0.00% | +25+35.7% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 93 | $11.7K | 0.01% | +57+158.3% | Added |
| New England Capital Financial Advisors LLC | 92 | $11.5K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 90 | $11.3K | 0.01% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 90 | $11.3K | 0.00% | +90 | New |
| West Financial Advisors, LLC | 87 | $11.0K | 0.00% | +87 | New |
| CBIZ Investment Advisory Services, LLC | 84 | $10.6K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 80 | $10.1K | 0.00% | +80 | New |
| Allianz SE | 80 | $10.1K | 0.00% | −660−89.2% | Reduced |
| J.Safra Asset Management Corp | 80 | $10.1K | 0.00% | −221−73.4% | Reduced |
| Tompkins Financial Corp | 79 | $9.95K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 79 | $9.95K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 79 | $9.95K | 0.00% | 00.0% | Unchanged |