| Coston, McIsaac & Partners | 202 | $4.00K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 170 | $3.90K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 166 | $3.81K | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 164 | $3.76K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 163 | $3.74K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 156 | $3.58K | 0.00% | +156 | New |
| Grey Fox Wealth Advisors, LLC | 156 | $3.58K | 0.00% | +156 | New |
| Fortis Group Advisors, LLC | 153 | $3.51K | 0.00% | −70−31.4% | Reduced |
| Global Wealth Strategies & Associates | 153 | $3.51K | 0.00% | +153 | New |
| Howard Hughes Medical Institute | 152 | $3.48K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 151 | $3.46K | 0.00% | −210−58.2% | Reduced |
| Hughes Financial Services, LLC | 152 | $3.37K | 0.00% | −14−8.4% | Reduced |
| Park Place Capital Corp | 146 | $3.35K | 0.00% | −122−45.5% | Reduced |
| Sagard Holdings Management Inc. | 144 | $3.30K | 0.02% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 143 | $3.29K | 0.00% | +143 | New |
| Dynamic Wealth Strategies, LLC | 142 | $3.26K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 137 | $3.14K | 0.00% | −381−73.6% | Reduced |
| First Financial Corp | 136 | $3.12K | 0.00% | −221−61.9% | Reduced |
| Mma Asset Management LLC | 136 | $3.12K | 0.00% | +136 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 116 | $3.00K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 130 | $2.98K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 128 | $2.94K | 0.00% | −17−11.7% | Reduced |
| Union Bancaire Privee, UBP SA | 122 | $2.80K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 122 | $2.80K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 121 | $2.77K | 0.00% | −44−26.7% | Reduced |
| BFSG, LLC | 118 | $2.71K | 0.00% | +42+55.3% | Added |
| Investment Research & Advisory Group, Inc. | 93 | $2.68K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 111 | $2.54K | 0.00% | −4,393−97.5% | Reduced |
| Advanced Portfolio Management, LLC | 110 | $2.52K | 0.01% | +110 | New |
| Aventura Private Wealth, LLC | 109 | $2.50K | 0.00% | −34−23.8% | Reduced |
| Signature Resources Capital Management, LLC | 103 | $2.36K | 0.00% | −1−1.0% | Reduced |
| WPG Advisers, LLC | 101 | $2.32K | 0.00% | −14−12.2% | Reduced |
| Pin Oak Investment Advisors Inc | 100 | $2.29K | 0.00% | −32−24.2% | Reduced |
| Dunhill Financial, LLC | 98 | $2.26K | 0.00% | −10−9.3% | Reduced |
| MB, Levis & Associates, LLC | 95 | $2.18K | 0.00% | +1+1.1% | Added |
| Winnow Wealth LLC | 94 | $2.16K | 0.00% | +94 | New |
| Cheviot Value Management, LLC | 85 | $2.16K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 92 | $2.11K | 0.00% | −79−46.2% | Reduced |
| Boyd Watterson Asset Management LLC | 91 | $2.09K | 0.00% | −22−19.5% | Reduced |
| Colonial Trust Co | 90 | $2.06K | 0.00% | −334−78.8% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 90 | $2.06K | 0.00% | +65+260.0% | Added |
| Cloud Capital Management, LLC | 105 | $2.00K | 0.00% | +105 | New |
| Evermay Wealth Management LLC | 85 | $1.95K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 85 | $1.95K | 0.00% | −1,749−95.4% | Reduced |
| 1 North Wealth Services LLC | 78 | $1.79K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 74 | $1.70K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 74 | $1.70K | 0.00% | 00.0% | Unchanged |
| Promus Capital, LLC | 74 | $1.70K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 72 | $1.65K | 0.00% | +20+38.5% | Added |
| Clean Yield Group | 72 | $1.65K | 0.00% | +72 | New |
| Kozak & Associates, Inc. | 76 | $1.64K | 0.00% | +1+1.3% | Added |
| Wealth Watch Advisors, INC | 71 | $1.63K | 0.00% | +71 | New |
| Pacific Center for Financial Services | 68 | $1.56K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 66 | $1.51K | 0.00% | −675−91.1% | Reduced |
| Asset Planning,Inc | 64 | $1.47K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 62 | $1.42K | 0.00% | +44+244.4% | Added |
| PayPay Securities Corp | 60 | $1.37K | 0.05% | +15+33.3% | Added |
| Fortitude Family Office, LLC | 59 | $1.35K | 0.00% | −56−48.7% | Reduced |
| ORG Partners LLC | 59 | $1.35K | 0.00% | −90−60.4% | Reduced |
| Cape Investment Advisory, Inc. | 55 | $1.26K | 0.00% | −164−74.9% | Reduced |
| IMG Wealth Management, Inc. | 55 | $1.26K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 51 | $1.17K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 50 | $1.16K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 45 | $1.02K | 0.00% | +1+2.3% | Added |
| Highline Wealth Partners LLC | 44 | $1.00K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 53 | $1.00K | 0.00% | +1+1.9% | Added |
| Hallmark Capital Management Inc | 43 | $986 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 43 | $979 | 0.00% | −240−84.8% | Reduced |
| Rocky Mountain Advisers, LLC | 42 | $963 | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 41 | $940 | 0.00% | −44−51.8% | Reduced |
| Harbor Asset Planning, Inc. | 37 | $848 | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 35 | $803 | 0.00% | +35 | New |
| Quest 10 Wealth Builders, Inc. | 35 | $791 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 34 | $780 | 0.00% | −153−81.8% | Reduced |
| Principia Wealth Advisory, LLC | 33 | $757 | 0.00% | −20−37.7% | Reduced |
| Pflug Koory, LLC | 33 | $757 | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 33 | $757 | 0.00% | +33 | New |
| MCF Advisors LLC | 32 | $734 | 0.00% | 00.0% | Unchanged |
| Strive Asset Management, LLC | 30 | $688 | 0.00% | +30 | New |
| Godsey & Gibb Associates | 26 | $597 | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 26 | $596 | 0.00% | −112−81.2% | Reduced |
| Kilter Group LLC | 25 | $574 | 0.00% | −105−80.8% | Reduced |
| Bank of New Hampshire | 24 | $550 | 0.00% | −127−84.1% | Reduced |
| Darwin Advisors, LLC | 22 | $521 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 21 | $482 | 0.00% | −10−32.3% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 20 | $459 | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 18 | $413 | 0.00% | +18 | New |
| Marshall & Sterling Wealth Advisors Inc. | 18 | $412 | 0.00% | +8+80.0% | Added |
| BNP Paribas | 17 | $390 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 15 | $344 | 0.00% | −21−58.3% | Reduced |
| Millstone Evans Group, LLC | 15 | $344 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 15 | $336 | 0.00% | −54−78.3% | Reduced |
| Westfuller Advisors, LLC | 15 | $335 | 0.00% | +15 | New |
| Caitlin John, LLC | 14 | $321 | 0.00% | +14 | New |
| Tortoise Investment Management, LLC | 12 | $275 | 0.00% | −22−64.7% | Reduced |
| Bay Harbor Wealth Management, LLC | 12 | $275 | 0.00% | +3+33.3% | Added |
| Valued Wealth Advisors LLC | 11 | $253 | 0.00% | −3−21.4% | Reduced |
| Clark Wealth Partners | 10 | $230 | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 9 | $207 | 0.00% | +9 | New |
| Strengthening Families & Communities, LLC | 5 | $118 | 0.00% | +5 | New |
