| Strategic Advocates LLC | 816 | $109.3K | 0.03% | +816 | New |
| McIlrath & Eck, LLC | 815 | $109.1K | 0.01% | +103+14.5% | Added |
| Riverview Trust Co | 800 | $107.1K | 0.13% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 800 | $107.1K | 0.03% | +50+6.7% | Added |
| Osterweis Capital Management Inc | 796 | $106.6K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 796 | $106.6K | 0.04% | +796 | New |
| Holos Integrated Wealth LLC | 810 | $106.4K | 0.06% | 00.0% | Unchanged |
| Delta Asset Management LLC | 770 | $103.1K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 764 | $102.3K | 0.05% | 00.0% | Unchanged |
| Bangor Savings Bank | 753 | $100.8K | 0.01% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 750 | $100.4K | 0.02% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 747 | $100.0K | 0.04% | +408+120.4% | Added |
| True Wealth Design, LLC | 727 | $97.3K | 0.03% | +300+70.3% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 718 | $96.1K | 0.19% | −14,541−95.3% | Reduced |
| Washington Trust Advisors, Inc. | 704 | $94.3K | 0.01% | −1,589−69.3% | Reduced |
| Investment Research & Advisory Group, Inc. | 677 | $94.2K | 0.03% | +2+0.3% | Added |
| Activest Wealth Management | 701 | $93.9K | 0.02% | +159+29.3% | Added |
| Longview Financial Advisors LLC | 700 | $93.7K | 0.05% | 00.0% | Unchanged |
| Promus Capital, LLC | 699 | $93.6K | 0.06% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 620 | $91.5K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 639 | $85.5K | 0.04% | +2+0.3% | Added |
| Quest 10 Wealth Builders, Inc. | 626 | $83.8K | 0.08% | +20+3.3% | Added |
| Cloud Capital Management, LLC | 622 | $83.0K | 0.04% | +622 | New |
| Citizens National Bank Trust Department | 603 | $80.7K | 0.01% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 518 | $78.1K | 0.11% | +518 | New |
| Fortitude Family Office, LLC | 579 | $77.5K | 0.02% | −2−0.3% | Reduced |
| Millstone Evans Group, LLC | 560 | $75.0K | 0.05% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 550 | $73.6K | 0.04% | −300−35.3% | Reduced |
| Cranbrook Wealth Management, LLC | 550 | $73.6K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 441 | $71.1K | 0.01% | −20−4.3% | Reduced |
| Tradewinds Capital Management, LLC | 530 | $71.0K | 0.02% | +30+6.0% | Added |
| Pension & Wealth Management Advisors, Inc. | 527 | $70.6K | 0.02% | 00.0% | Unchanged |
| City Holding Co | 526 | $70.4K | 0.01% | +26+5.2% | Added |
| Robbins Farley LLC | 523 | $70.0K | 0.03% | +523 | New |
| Roxbury Financial LLC | 520 | $69.6K | 0.06% | +1+0.2% | Added |
| Evolution Wealth Management Inc. | 517 | $69.2K | 0.07% | −100−16.2% | Reduced |
| UMA Financial Services, Inc. | 515 | $69.0K | 0.01% | +460+836.4% | Added |
| Avion Wealth | 515 | $68.0K | 0.01% | +388+305.5% | Added |
| Strive Asset Management, LLC | 505 | $67.6K | 0.04% | +505 | New |
| Solstein Capital, LLC | 500 | $67.0K | 0.03% | −90−15.3% | Reduced |
| 1 North Wealth Services LLC | 500 | $67.0K | 0.03% | 00.0% | Unchanged |
| Key Financial Inc | 460 | $65.7K | 0.01% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 488 | $65.3K | 0.01% | +488 | New |
| Manning & Napier Advisors LLC | 480 | $64.3K | 0.00% | +480 | New |
| Bell Investment Advisors, Inc | 474 | $63.5K | 0.01% | −15−3.1% | Reduced |
| Beaird Harris Wealth Management, LLC | 473 | $63.3K | 0.00% | +35+8.0% | Added |
| Cedar Wealth Management, LLC | 470 | $62.9K | 0.02% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 470 | $62.9K | 0.02% | +470 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 460 | $62.0K | 0.02% | 00.0% | Unchanged |
| Rossby Financial, LCC | 433 | $61.8K | 0.02% | −65−13.1% | Reduced |
| Valued Wealth Advisors LLC | 455 | $61.1K | 0.03% | +21+4.8% | Added |
| South State Corp. | 452 | $60.5K | 0.00% | −971−68.2% | Reduced |
| Ameriflex Group, Inc. | 448 | $60.0K | 0.02% | +344+330.8% | Added |
| Bruce G. Allen Investments, LLC | 421 | $56.4K | 0.04% | 00.0% | Unchanged |
| Orion Capital Management LLC | 420 | $56.2K | 0.02% | −80−16.0% | Reduced |
| Loomis Sayles & Co L P | 420 | $56.2K | 0.00% | +7+1.7% | Added |
| Clear Street Markets LLC | 411 | $55.0K | 0.02% | +411 | New |
| Avalon Trust Co | 410 | $54.9K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 400 | $53.7K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 400 | $53.6K | 0.00% | 00.0% | Unchanged |
| Finley Financial, LLC | 400 | $53.6K | 0.02% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 400 | $53.6K | 0.02% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 400 | $53.6K | 0.04% | +400 | New |
| Midwest Capital Advisors, LLC | 380 | $50.9K | 0.02% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 380 | $50.9K | 0.03% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 370 | $49.5K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 370 | $49.5K | 0.03% | 00.0% | Unchanged |
| Rational Advisors LLC | 370 | $49.5K | 0.00% | +82+28.5% | Added |
| Smallwood Wealth Investment Management, LLC | 360 | $48.2K | 0.02% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 351 | $47.0K | 0.01% | +351 | New |
| Sachetta, LLC | 347 | $46.5K | 0.02% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 346 | $46.3K | 0.01% | +346 | New |
| Financial Perspectives, Inc | 343 | $45.9K | 0.01% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 341 | $45.7K | 0.03% | −83−19.6% | Reduced |
| REAP Financial Group, LLC | 338 | $45.3K | 0.01% | +23+7.3% | Added |
| Caitlin John, LLC | 336 | $45.0K | 0.03% | +336 | New |
| Halbert Hargrove Global Advisors, LLC | 333 | $44.6K | 0.00% | +170+104.3% | Added |
| Tripletail Wealth Management, LLC | 300 | $44.4K | 0.05% | +300 | New |
| VSM Wealth Advisory, LLC | 330 | $44.2K | 0.01% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 308 | $41.2K | 0.04% | −83−21.2% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 308 | $41.2K | 0.02% | +308 | New |
| Sound Income Strategies, LLC | 290 | $40.9K | 0.00% | +290 | New |
| Delos Wealth Advisors, LLC | 305 | $40.8K | 0.03% | 00.0% | Unchanged |
| JNBA Financial Advisors | 300 | $40.2K | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 298 | $39.9K | 0.01% | +298 | New |
| WPG Advisers, LLC | 291 | $39.0K | 0.03% | −4−1.4% | Reduced |
| Atlantic Trust, LLC | 280 | $37.5K | 0.01% | −120−30.0% | Reduced |
| TFC Financial Management | 280 | $37.5K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 272 | $36.4K | 0.02% | −5−1.8% | Reduced |
| Ogorek Anthony Joseph | 276 | $36.0K | 0.01% | +6+2.2% | Added |
| IMG Wealth Management, Inc. | 264 | $35.4K | 0.02% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 262 | $35.1K | 0.01% | −409−61.0% | Reduced |
| North Star Investment Management Corp. | 257 | $34.4K | 0.00% | +7+2.8% | Added |
| Aspect Partners, LLC | 252 | $33.7K | 0.02% | +13+5.4% | Added |
| Prestige Wealth Management Group LLC | 250 | $33.5K | 0.01% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 250 | $33.5K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 250 | $33.5K | 0.01% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 250 | $33.5K | 0.03% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 248 | $33.2K | 0.01% | +36+17.0% | Added |
| Kilter Group LLC | 246 | $32.9K | 0.02% | +38+18.3% | Added |