| Northwest Bank & Trust Co | 38 | $17.5K | 0.01% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 42 | $17.6K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 43 | $17.9K | 0.00% | −42−49.4% | Reduced |
| Mascoma Wealth Management LLC | 45 | $18.8K | 0.00% | +45 | New |
| FSA Wealth Management LLC | 46 | $19.3K | 0.01% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 46 | $19.3K | 0.00% | +7+17.9% | Added |
| Provenance Wealth Advisors, LLC | 47 | $19.7K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 47 | $19.7K | 0.00% | +2+4.4% | Added |
| PrairieView Partners, LLC | 48 | $20.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 48 | $20.1K | 0.00% | −333−87.4% | Reduced |
| Solstein Capital, LLC | 48 | $20.1K | 0.01% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 48 | $20.1K | 0.01% | +48 | New |
| Atlantic Edge Private Wealth Management, LLC | 48 | $20.1K | 0.01% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 48 | $20.3K | 0.03% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 50 | $20.8K | 0.01% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 49 | $20.8K | 0.01% | −1−2.0% | Reduced |
| IAG Wealth Partners, LLC | 50 | $20.9K | 0.00% | +34+212.5% | Added |
| First Eagle Investment Management, LLC | 53 | $22.2K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 53 | $22.2K | 0.00% | +25+89.3% | Added |
| Oarsman Capital, Inc. | 56 | $23.4K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 56 | $23.5K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 57 | $23.9K | 0.01% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 53 | $24.4K | 0.02% | +53 | New |
| Capital Analysts, LLC | 60 | $25.0K | 0.00% | −21−25.9% | Reduced |
| Avion Wealth | 62 | $25.0K | 0.01% | +7+12.7% | Added |
| Louisbourg Investments Inc. | 60 | $25.1K | 0.01% | 00.0% | Unchanged |
| WealthCollab, LLC | 60 | $25.1K | 0.02% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 63 | $26.4K | 0.01% | +58+1,160.0% | Added |
| Birchbrook, Inc. | 63 | $26.4K | 0.01% | +35+125.0% | Added |
| Castleview Partners, LLC | 64 | $26.5K | 0.01% | +64 | New |
| Caitlin John, LLC | 65 | $27.2K | 0.02% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 62 | $27.2K | 0.02% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 65 | $27.2K | 0.01% | 00.0% | Unchanged |
| Synergy Financial Management, LLC | 60 | $28.6K | 0.00% | +60 | New |
| Knott David M Jr | 70 | $29.3K | 0.01% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 71 | $29.7K | 0.01% | +42+144.8% | Added |
| Putney Financial Group LLC | 75 | $31.4K | 0.03% | +75 | New |
| JNBA Financial Advisors | 79 | $33.1K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 79 | $33.2K | 0.01% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 81 | $33.9K | 0.02% | +81 | New |
| Valued Wealth Advisors LLC | 81 | $33.9K | 0.02% | +1+1.3% | Added |
| Retirement Wealth Solutions LLC | 82 | $34.0K | 0.03% | +82 | New |
| Manitou Investment Management Ltd. | 82 | $34.3K | 0.01% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 84 | $35.1K | 0.00% | −11−11.6% | Reduced |
| Pingora Partners LLC | 85 | $35.6K | 0.02% | −17−16.7% | Reduced |
| Laurel Wealth Advisors LLC | 85 | $35.6K | 0.01% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 85 | $35.6K | 0.00% | +22+34.9% | Added |
| SJS Investment Consulting Inc. | 87 | $36.5K | 0.01% | −33−27.5% | Reduced |
| Hazlett, Burt & Watson, Inc. | 90 | $37.0K | 0.02% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 88 | $37.0K | 0.01% | +53+151.4% | Added |
| Capital A Wealth Management, LLC | 89 | $37.3K | 0.06% | +89 | New |
| Primoris Wealth Advisors, LLC | 90 | $37.7K | 0.03% | +90 | New |
| Abound Wealth Management | 91 | $38.0K | 0.01% | +6+7.1% | Added |
| CarsonAllaria Wealth Management, Ltd. | 93 | $39.0K | 0.02% | +1+1.1% | Added |
| Old Point Trust & Financial Services N A | 95 | $39.8K | 0.01% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 97 | $40.1K | 0.01% | +27+38.6% | Added |
| REAP Financial Group, LLC | 97 | $40.7K | 0.01% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 98 | $40.9K | 0.03% | +98 | New |
| Hanson & Doremus Investment Management | 98 | $41.0K | 0.01% | +25+34.2% | Added |
| Peoples Financial Services Corp. | 100 | $41.9K | 0.02% | 00.0% | Unchanged |
| Hoese & Co LLP | 100 | $41.9K | 0.04% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 100 | $41.9K | 0.03% | −31−23.7% | Reduced |
| Sanctuary Wealth Management, L.L.C. | 100 | $41.9K | 0.03% | −9−8.3% | Reduced |
| Silvant Capital Management LLC | 100 | $41.9K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 100 | $41.9K | 0.02% | +100 | New |
| Murphy & Mullick Capital Management Corp | 100 | $41.9K | 0.04% | +100 | New |
| Cassady Schiller Wealth Management, LLC | 101 | $42.3K | 0.02% | +18+21.7% | Added |
| Raffa Wealth Management, LLC | 103 | $43.1K | 0.01% | 00.0% | Unchanged |
| Aspect Partners, LLC | 103 | $43.1K | 0.02% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 104 | $43.6K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 109 | $45.6K | 0.00% | −36−24.8% | Reduced |
| Decker Retirement Planning Inc. | 112 | $46.9K | 0.03% | +112 | New |
| Sierra Ocean, LLC | 114 | $47.8K | 0.04% | +114 | New |
| UMA Financial Services, Inc. | 115 | $48.0K | 0.01% | +115 | New |
| Navigoe, LLC | 115 | $48.0K | 0.05% | +115 | New |
| DT Investment Partners, LLC | 115 | $48.1K | 0.00% | −40−25.8% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 117 | $49.0K | 0.01% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 117 | $49.0K | 0.04% | +117 | New |
| Bellevue Asset Management, LLC | 119 | $49.8K | 0.03% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 120 | $50.2K | 0.25% | +120 | New |
| Valley National Advisers Inc | 123 | $51.0K | 0.01% | +63+105.0% | Added |
| Front Row Advisors LLC | 123 | $51.5K | 0.02% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 124 | $51.9K | 0.01% | −21−14.5% | Reduced |
| Strengthening Families & Communities, LLC | 124 | $52.0K | 0.03% | −28−18.4% | Reduced |
| Optimum Investment Advisors | 130 | $54.4K | 0.02% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 130 | $54.4K | 0.02% | +4+3.2% | Added |
| Lee Danner & Bass Inc | 130 | $54.4K | 0.00% | +130 | New |
| JFS Wealth Advisors, LLC | 135 | $56.5K | 0.00% | −29−17.7% | Reduced |
| Montag A & Associates Inc | 138 | $57.8K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 139 | $58.0K | 0.01% | +27+24.1% | Added |
| Operose Advisors LLC | 139 | $58.2K | 0.02% | −102−42.3% | Reduced |
| Legacy Bridge, LLC | 139 | $58.2K | 0.03% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 140 | $58.6K | 0.02% | +27+23.9% | Added |
| Financially Speaking Inc | 140 | $58.6K | 0.04% | +140 | New |
| Bank of Jackson Hole Trust | 142 | $59.5K | 0.04% | +142 | New |
| Ogorek Anthony Joseph | 146 | $61.0K | 0.02% | −29−16.6% | Reduced |
| Kentucky Trust Co | 147 | $61.5K | 0.04% | +147 | New |
| Community Bank, N.A. | 150 | $62.8K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 153 | $64.1K | 0.02% | +61+66.3% | Added |
| Frazier Financial Advisors, LLC | 160 | $66.6K | 0.05% | −8−4.8% | Reduced |
