| Halbert Hargrove Global Advisors, LLC | 26 | $11.3K | 0.00% | 00.0% | Unchanged |
| Meramec Financial Planners, LLC | 28 | $11.3K | 0.00% | −2−6.7% | Reduced |
| United Financial Planning Group LLC | 27 | $11.7K | 0.01% | +16+145.5% | Added |
| Robinswood Financial LLC | 28 | $12.2K | 0.00% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 29 | $12.5K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 29 | $12.5K | 0.00% | +9+45.0% | Added |
| Wall Street Access Asset Management, LLC | 16 | $12.6K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 30 | $13.0K | 0.01% | +30 | New |
| Noble Wealth Management PBC | 31 | $13.4K | 0.01% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 32 | $13.8K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 32 | $13.8K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 32 | $13.8K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 33 | $14.3K | 0.01% | +3+10.0% | Added |
| Avion Wealth | 37 | $15.0K | 0.00% | −13−26.0% | Reduced |
| Tompkins Financial Corp | 35 | $15.1K | 0.00% | −7−16.7% | Reduced |
| Aspect Partners, LLC | 35 | $15.1K | 0.01% | +2+6.1% | Added |
| Southern Michigan Bank & Trust | 35 | $15.1K | 0.01% | +35 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 35 | $15.2K | 0.02% | −129−78.7% | Reduced |
| Valued Wealth Advisors LLC | 37 | $16.0K | 0.01% | +8+27.6% | Added |
| Hilltop National Bank | 41 | $17.7K | 0.00% | −35−46.1% | Reduced |
| Fairscale Capital, LLC | 41 | $17.7K | 0.01% | 00.0% | Unchanged |
| Intentional Wealth Strategies, LLC | 41 | $17.7K | 0.02% | +41 | New |
| DiNuzzo Private Wealth, Inc. | 42 | $18.2K | 0.00% | −3−6.7% | Reduced |
| Webster Bank, N. A. | 46 | $19.9K | 0.00% | −22−32.4% | Reduced |
| Copia Wealth Management | 46 | $19.9K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 46 | $19.9K | 0.00% | +7+17.9% | Added |
| Financial Consulate, Inc | 47 | $20.3K | 0.00% | −475−91.0% | Reduced |
| MTM Investment Management, LLC | 47 | $20.3K | 0.01% | 00.0% | Unchanged |
| Torren Management, LLC | 48 | $20.8K | 0.01% | −220−82.1% | Reduced |
| DecisionPoint Financial, LLC | 48 | $20.8K | 0.00% | −23−32.4% | Reduced |
| Glass Jacobson Investment Advisors llc | 48 | $20.8K | 0.01% | +48 | New |
| RMG Wealth Management LLC | 53 | $20.8K | 0.00% | −25−32.1% | Reduced |
| Richardson Financial Services Inc. | 49 | $21.2K | 0.01% | −310−86.4% | Reduced |
| Frazier Financial Advisors, LLC | 49 | $21.2K | 0.01% | +30+157.9% | Added |
| Independence Bank of Kentucky | 50 | $21.6K | 0.00% | −96−65.8% | Reduced |
| Tanglewood Legacy Advisors, LLC | 50 | $21.6K | 0.01% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 50 | $21.6K | 0.02% | 00.0% | Unchanged |
| Birchwood Financial Partners, Inc. | 50 | $21.6K | 0.02% | 00.0% | Unchanged |
| Hurley Capital, LLC | 50 | $21.6K | 0.01% | +22+78.6% | Added |
| City State Bank | 51 | $22.1K | 0.01% | +1+2.0% | Added |
| Marquette Asset Management, LLC | 51 | $22.1K | 0.00% | +7+15.9% | Added |
| Atomic Invest LLC | 51 | $22.1K | 0.01% | +29+131.8% | Added |
| JNBA Financial Advisors | 51 | $22.1K | 0.00% | +41+410.0% | Added |
| MCF Advisors LLC | 51 | $22.1K | 0.00% | −154−75.1% | Reduced |
| Ogorek Anthony Joseph | 55 | $23.0K | 0.01% | +8+17.0% | Added |
| Mosley Wealth Management | 34 | $23.2K | 0.01% | +34 | New |
| Bangor Savings Bank | 54 | $23.3K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 54 | $23.3K | 0.00% | 00.0% | Unchanged |
| Beacon Financial Strategies CORP | 55 | $23.8K | 0.01% | −23−29.5% | Reduced |
| Stephenson National Bank & Trust | 55 | $23.8K | 0.01% | −3−5.2% | Reduced |
| Vision Retirement, LLC | 55 | $23.9K | 0.01% | −2,434−97.8% | Reduced |
| VSM Wealth Advisory, LLC | 56 | $24.2K | 0.01% | 00.0% | Unchanged |
| PlanVest Financial, Inc | 56 | $24.2K | 0.02% | +56 | New |
| Cassaday & Co Wealth Management LLC | 56 | $24.2K | 0.00% | +56 | New |
| Ares Financial Consulting, LLC | 57 | $24.3K | 0.02% | −10−14.9% | Reduced |
| Cornerstone National Bank & Trust Co | 57 | $24.3K | 0.01% | 00.0% | Unchanged |
| PMV Capital Advisers, LLC | 57 | $24.6K | 0.04% | −3−5.0% | Reduced |
| Retirement Wealth Solutions LLC | 57 | $24.8K | 0.02% | −33−36.7% | Reduced |
| Wilkerson Advisory Group LLC | 58 | $25.1K | 0.01% | +23+65.7% | Added |
| Sankala Group LLC | 61 | $25.3K | 0.02% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 60 | $25.9K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 62 | $26.8K | 0.02% | 00.0% | Unchanged |
| High Note Wealth, LLC | 64 | $27.7K | 0.01% | +11+20.8% | Added |
| Piscataqua Savings Bank | 65 | $28.1K | 0.02% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 65 | $28.1K | 0.01% | −7−9.7% | Reduced |
| High Point Wealth Management, LLC | 65 | $28.1K | 0.03% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 65 | $28.1K | 0.00% | +24+58.5% | Added |
| Albion Financial Group | 67 | $29.0K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 68 | $29.4K | 0.01% | −2,910−97.7% | Reduced |
| Whipplewood Advisors, LLC | 69 | $29.8K | 0.02% | +69 | New |
| Vega Investment Solutions | 69 | $29.8K | 0.01% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 70 | $30.3K | 0.00% | −73−51.0% | Reduced |
| HHM Wealth Advisors, LLC | 70 | $30.3K | 0.00% | +30+75.0% | Added |
| Kings Path Partners LLC | 72 | $31.1K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 74 | $31.3K | 0.00% | −7−8.6% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 73 | $31.6K | 0.01% | −8−9.9% | Reduced |
| CrossGen Wealth, LLC | 73 | $31.6K | 0.03% | +73 | New |
| Rialto Wealth Management, LLC | 74 | $32.0K | 0.01% | +1+1.4% | Added |
| Fortitude Family Office, LLC | 76 | $32.9K | 0.01% | −517−87.2% | Reduced |
| Medallion Wealth Advisors, LLC | 82 | $35.5K | 0.01% | −15−15.5% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 83 | $35.9K | 0.00% | −32−27.8% | Reduced |
| Abound Wealth Management | 83 | $36.1K | 0.01% | −9−9.8% | Reduced |
| Lodestone Wealth Management LLC | 85 | $36.8K | 0.01% | −16−15.8% | Reduced |
| Hughes Financial Services, LLC | 86 | $37.2K | 0.01% | −3−3.4% | Reduced |
| Paladin Advisory Group, LLC | 86 | $37.2K | 0.03% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 86 | $37.2K | 0.03% | +86 | New |
| Hanson & Doremus Investment Management | 87 | $38.0K | 0.00% | +60+222.2% | Added |
| Quarry LP | 90 | $38.9K | 0.01% | +90 | New |
| Rational Advisors LLC | 91 | $39.3K | 0.00% | −4,430−98.0% | Reduced |
| Financial Management Professionals, Inc. | 92 | $39.8K | 0.00% | −14−13.2% | Reduced |
| Key Financial Inc | 92 | $39.8K | 0.01% | +10+12.2% | Added |
| Joseph Group Capital Management | 92 | $39.8K | 0.01% | +55+148.6% | Added |
| First Command Advisory Services, Inc. | 92 | $39.8K | 0.00% | +71+338.1% | Added |
| Kilter Group LLC | 94 | $40.6K | 0.02% | +35+59.3% | Added |
| Sarver Vrooman Wealth Advisors | 95 | $41.1K | 0.03% | 00.0% | Unchanged |
| Osbon Capital Management LLC | 102 | $44.1K | 0.04% | +1+1.0% | Added |
| Ameriflex Group, Inc. | 103 | $44.7K | 0.02% | +17+19.8% | Added |
| True Wealth Design, LLC | 106 | $45.8K | 0.01% | +72+211.8% | Added |
| Redwood Park Advisors LLC | 109 | $47.0K | 0.03% | −1−0.9% | Reduced |
| SJS Investment Consulting Inc. | 109 | $47.1K | 0.01% | +1+0.9% | Added |
