| Millstone Evans Group, LLC | 125 | $32.9K | 0.02% | +125 | New |
| Bear Mountain Capital, Inc. | 122 | $32.8K | 0.01% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 125 | $32.0K | 0.01% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $31.6K | 0.02% | – | – |
| SIMA Wealth Partners, LLC | 120 | $31.6K | 0.03% | 00.0% | Unchanged |
| Mainstream Capital Management LLC | 119 | $31.4K | 0.02% | +119 | New |
| Richardson Financial Services Inc. | 118 | $31.1K | 0.02% | −1−0.8% | Reduced |
| Financial Perspectives, Inc | 118 | $31.1K | 0.01% | +78+195.0% | Added |
| CarsonAllaria Wealth Management, Ltd. | 116 | $30.8K | 0.02% | 00.0% | Unchanged |
| Abound Wealth Management | 117 | $30.7K | 0.01% | −1−0.8% | Reduced |
| Peterson Wealth Services | 114 | $30.0K | 0.01% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 113 | $29.8K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 110 | $29.0K | 0.01% | −63−36.4% | Reduced |
| Sugar Maple Asset Management, LLC | 108 | $28.5K | 0.02% | +108 | New |
| Ogorek Anthony Joseph | 107 | $28.0K | 0.01% | 00.0% | Unchanged |
| Hoey Investments, Inc | 105 | $27.7K | 0.00% | +105 | New |
| Bell Investment Advisors, Inc | 103 | $27.1K | 0.01% | −2−1.9% | Reduced |
| Copia Wealth Management | 103 | $27.1K | 0.03% | +103 | New |
| Householder Group Estate & Retirement Specialist, LLC | 106 | $27.0K | 0.02% | −15−12.4% | Reduced |
| Syntax Research, Inc. | 100 | $26.3K | 0.02% | −152−60.3% | Reduced |
| Park Circle Co | 100 | $26.3K | 0.02% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 100 | $26.3K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 100 | $26.3K | 0.01% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 100 | $26.3K | 0.00% | +100 | New |
| Whipplewood Advisors, LLC | 98 | $25.8K | 0.01% | +98 | New |
| Financial Life Planners | 94 | $24.8K | 0.02% | +94 | New |
| Main Street Group, LTD | 94 | $24.8K | 0.01% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 93 | $24.5K | 0.00% | +93 | New |
| DecisionPoint Financial, LLC | 92 | $24.3K | 0.01% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 89 | $23.5K | 0.01% | +26+41.3% | Added |
| Criterion Capital Advisors, LLC | 80 | $23.2K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 88 | $23.0K | 0.00% | −8−8.3% | Reduced |
| Old Point Trust & Financial Services N A | 87 | $22.9K | 0.01% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 86 | $22.7K | 0.02% | 00.0% | Unchanged |
| Hara Capital LLC | 85 | $22.4K | 0.01% | 00.0% | Unchanged |
| William B. Walkup & Associates, Inc. | 84 | $22.1K | 0.01% | 00.0% | Unchanged |
| Aspect Partners, LLC | 81 | $21.3K | 0.01% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 80 | $21.1K | 0.01% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 80 | $21.1K | 0.01% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 79 | $20.4K | 0.02% | +79 | New |
| DT Investment Partners, LLC | 77 | $20.3K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 77 | $20.3K | 0.03% | +77 | New |
| WR Wealth Planners, LLC | 76 | $20.0K | 0.01% | +5+7.0% | Added |
| Darwin Advisors, LLC | 75 | $19.8K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 75 | $19.8K | 0.00% | −207−73.4% | Reduced |
| Consultiva Wealth Management, Corp. | 73 | $19.2K | 0.10% | +73 | New |
| Laurel Wealth Advisors LLC | 72 | $19.0K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 71 | $18.7K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 71 | $18.7K | 0.01% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 70 | $18.4K | 0.01% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 70 | $18.4K | 0.01% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 68 | $17.9K | 0.01% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 65 | $17.1K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 65 | $17.0K | 0.00% | −125−65.8% | Reduced |
| Tucker Asset Management LLC | 64 | $16.9K | 0.00% | +18+39.1% | Added |
| Red Tortoise LLC | 63 | $16.6K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 61 | $16.1K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 63 | $16.0K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 59 | $15.5K | 0.01% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 59 | $15.5K | 0.01% | +59 | New |
| Cyrus J. Lawrence, LLC | 60 | $15.0K | 0.00% | +60 | New |
| Global Financial Private Client, LLC | 56 | $14.8K | 0.01% | −7−11.1% | Reduced |
| Midwest Capital Advisors, LLC | 56 | $14.8K | 0.01% | +56 | New |
| Northwest Capital Management Inc | 56 | $14.7K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 56 | $14.6K | 0.00% | −1−1.8% | Reduced |
| Eukles Asset Management | 55 | $14.5K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 55 | $14.5K | 0.00% | +33+150.0% | Added |
| Stephenson National Bank & Trust | 53 | $14.0K | 0.00% | −48−47.5% | Reduced |
| Fairway Wealth LLC | 51 | $13.4K | 0.01% | +51 | New |
| Cranbrook Wealth Management, LLC | 50 | $13.2K | 0.00% | 00.0% | Unchanged |
| Modus Advisors, LLC | 50 | $13.2K | 0.00% | +50 | New |
| TFC Financial Management | 47 | $12.4K | 0.00% | 00.0% | Unchanged |
| Kennebec Savings Bank | 45 | $11.9K | 0.01% | −5−10.0% | Reduced |
| WealthTrak Capital Management LLC | 45 | $11.9K | 0.01% | +45 | New |
| Legend Financial Advisors, Inc. | 45 | $11.9K | 0.01% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 44 | $11.6K | 0.01% | +44 | New |
| Bank & Trust Co | 42 | $11.1K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 44 | $11.0K | 0.00% | +13+41.9% | Added |
| HGK Asset Management Inc | 40 | $10.5K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 39 | $10.3K | 0.00% | −14−26.4% | Reduced |
| Dunhill Financial, LLC | 38 | $10.1K | 0.00% | −7−15.6% | Reduced |
| SOA Wealth Advisors, LLC. | 38 | $10.0K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 38 | $10.0K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 39 | $10.0K | 0.00% | +15+62.5% | Added |
| Avalon Trust Co | 37 | $9.75K | 0.00% | +37 | New |
| McIlrath & Eck, LLC | 37 | $9.75K | 0.00% | 00.0% | Unchanged |
| Synergy Financial Management, LLC | 32 | $9.67K | 0.00% | +32 | New |
| Ruedi Wealth Management, Inc. | 33 | $8.70K | 0.00% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 32 | $8.43K | 0.01% | +32 | New |
| Keener Financial Planning LLC | 31 | $8.00K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 29 | $7.64K | 0.00% | +29 | New |
| Atala Financial Inc | 28 | $7.38K | 0.01% | +28 | New |
| Duncker Streett & Co Inc | 27 | $7.11K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 27 | $7.11K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management Services Ltd | 26 | $6.85K | 0.00% | +26 | New |
| Country Trust Bank | 25 | $6.59K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 25 | $6.59K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 24 | $6.32K | 0.00% | +24 | New |
| Carolina Wealth Advisors, LLC | 23 | $6.06K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 22 | $5.80K | 0.00% | 00.0% | Unchanged |