| Cassady Schiller Wealth Management, LLC | 83 | $39.6K | 0.01% | 00.0% | Unchanged |
| Manitou Investment Management Ltd. | 82 | $39.1K | 0.01% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 80 | $38.1K | 0.02% | +3+3.9% | Added |
| Capital Analysts, LLC | 81 | $38.0K | 0.00% | +47+138.2% | Added |
| Newbridge Financial Services Group, Inc. | 79 | $37.8K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 79 | $37.7K | 0.00% | −13−14.1% | Reduced |
| Hanson & Doremus Investment Management | 73 | $35.0K | 0.01% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 70 | $33.9K | 0.01% | +70 | New |
| Annapolis Financial Services, LLC | 70 | $33.4K | 0.01% | +1+1.4% | Added |
| Knott David M Jr | 70 | $33.0K | 0.01% | 00.0% | Unchanged |
| Industrial Alliance Investment Management Inc. | 67 | $32.0K | 0.02% | −77−53.5% | Reduced |
| GoalVest Advisory LLC | 65 | $31.0K | 0.01% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 63 | $30.0K | 0.02% | +42+200.0% | Added |
| Caitlin John, LLC | 65 | $29.5K | 0.02% | −4−5.8% | Reduced |
| WealthCollab, LLC | 60 | $28.6K | 0.02% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 60 | $28.6K | 0.01% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 62 | $27.2K | 0.02% | 00.0% | Unchanged |
| First Pacific Financial | 57 | $27.2K | 0.01% | −8−12.3% | Reduced |
| Valley National Advisers Inc | 60 | $27.0K | 0.00% | −279−82.3% | Reduced |
| Silicon Valley Capital Partners | 56 | $26.7K | 0.00% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 56 | $26.7K | 0.00% | +56 | New |
| Avion Wealth | 55 | $26.0K | 0.01% | +10+22.2% | Added |
| First Eagle Investment Management, LLC | 53 | $25.3K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 50 | $23.7K | 0.01% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 50 | $23.7K | 0.01% | +1+2.0% | Added |
| Wiser Advisor Group LLC | 48 | $23.0K | 0.03% | −1−2.0% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 48 | $22.9K | 0.01% | +48 | New |
| Solstein Capital, LLC | 48 | $22.9K | 0.01% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 47 | $22.4K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 48 | $22.0K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 46 | $21.9K | 0.01% | +46 | New |
| Claris Advisors, LLC | 46 | $21.9K | 0.01% | +46 | New |
| Altshuler Shaham Ltd | 45 | $21.5K | 0.00% | −2−4.3% | Reduced |
| Legacy Investment Solutions, LLC | 44 | $20.1K | 0.01% | +44 | New |
| Legacy Wealth Managment, LLC | 44 | $20.1K | 0.01% | +44 | New |
| Compass Wealth Management LLC | 42 | $20.0K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 41 | $19.6K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 41 | $19.6K | 0.01% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 41 | $19.5K | 0.01% | −10−19.6% | Reduced |
| Luken Investment Analytics, LLC | 39 | $18.6K | 0.01% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 39 | $18.6K | 0.01% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 39 | $18.6K | 0.00% | +39 | New |
| Peterson Financial Group, Inc. | 38 | $18.2K | 0.07% | +38 | New |
| HHM Wealth Advisors, LLC | 38 | $18.2K | 0.00% | +38 | New |
| Jackson, Grant Investment Advisers, Inc. | 38 | $18.1K | 0.01% | 00.0% | Unchanged |
| Northwest Bank & Trust Co | 38 | $18.1K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 37 | $18.0K | 0.00% | +12+48.0% | Added |
| DiNuzzo Private Wealth, Inc. | 36 | $17.2K | 0.00% | −1−2.7% | Reduced |
| Pin Oak Investment Advisors Inc | 36 | $17.0K | 0.02% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 35 | $16.7K | 0.00% | +35 | New |
| Cape Investment Advisory, Inc. | 35 | $16.7K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 35 | $16.7K | 0.01% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 35 | $16.7K | 0.00% | +35 | New |
| Heritage Wealth Advisors | 33 | $15.7K | 0.00% | +33 | New |
| Robinswood Financial LLC | 33 | $15.7K | 0.01% | +33 | New |
| Coppell Advisory Solutions LLC | 32 | $15.3K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 31 | $14.8K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 30 | $14.3K | 0.00% | +24+400.0% | Added |
| Peoples Bank | 30 | $14.3K | 0.01% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 29 | $13.8K | 0.00% | +29 | New |
| Global Wealth Strategies & Associates | 29 | $13.8K | 0.00% | +29 | New |
| Nemes Rush Group LLC | 30 | $13.8K | 0.00% | −45−60.0% | Reduced |
| Highline Wealth Partners LLC | 28 | $13.4K | 0.00% | +17+154.5% | Added |
| Jamison Private Wealth Management, Inc. | 28 | $13.4K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 28 | $13.4K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 28 | $13.4K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 27 | $13.0K | 0.01% | +27 | New |
| Naples Money Management LLC | 27 | $12.9K | 0.01% | 00.0% | Unchanged |
| Talon Private Wealth, LLC | 27 | $12.9K | 0.00% | +27 | New |
| Plante Moran Financial Advisors, LLC | 26 | $12.4K | 0.00% | −59−69.4% | Reduced |
| Keener Financial Planning LLC | 26 | $12.0K | 0.01% | −488−94.9% | Reduced |
| FWL Investment Management, LLC | 25 | $11.9K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 25 | $11.9K | 0.00% | +25 | New |
| Ruedi Wealth Management, Inc. | 23 | $11.0K | 0.00% | −10−30.3% | Reduced |
| Westside Investment Management, Inc. | 24 | $10.9K | 0.00% | 00.0% | Unchanged |
| Paladin Wealth, LLC | 22 | $10.5K | 0.01% | +22 | New |
| North Star Investment Management Corp. | 21 | $10.0K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 21 | $10.0K | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 19 | $9.06K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 18 | $8.61K | 0.00% | +18 | New |
| HighMark Wealth Management LLC | 17 | $8.11K | 0.00% | −4−19.0% | Reduced |
| DecisionPoint Financial, LLC | 17 | $8.11K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 16 | $8.00K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 16 | $7.63K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 15 | $7.18K | 0.00% | −3−16.7% | Reduced |
| BOK Financial Private Wealth, Inc. | 15 | $7.15K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 15 | $7.15K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 15 | $7.15K | 0.00% | +10+200.0% | Added |
| 4Thought Financial Group Inc. | 14 | $6.68K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 14 | $6.68K | 0.00% | 00.0% | Unchanged |
| Copley Financial Group, Inc. | 14 | $6.68K | 0.01% | +14 | New |
| True Wealth Design, LLC | 13 | $6.20K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 14 | $6.00K | 0.00% | +14 | New |
| Cherry Tree Wealth Management, LLC | 12 | $5.48K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 11 | $5.25K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 11 | $5.25K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 11 | $5.25K | 0.00% | +11 | New |
| Longfellow Investment Management Co LLC | 10 | $4.77K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 10 | $4.77K | 0.00% | +2+25.0% | Added |
| ZRC Wealth Management, LLC | 9 | $4.30K | 0.00% | 00.0% | Unchanged |