| Sagard Holdings Management Inc. | 65 | $36.5K | 0.10% | +65 | New |
| Dynamic Wealth Strategies, LLC | 66 | $37.1K | 0.03% | 00.0% | Unchanged |
| Mid-American Wealth Advisory Group, Inc. | 67 | $37.6K | 0.02% | +67 | New |
| CoreFirst Bank & Trust | 70 | $39.3K | 0.02% | +70 | New |
| First Community Trust NA | 72 | $40.5K | 0.03% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 73 | $41.0K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 73 | $41.0K | 0.01% | −60−45.1% | Reduced |
| Hallmark Capital Management Inc | 74 | $41.6K | 0.00% | −40−35.1% | Reduced |
| Tradewinds Capital Management, LLC | 74 | $41.7K | 0.01% | 00.0% | Unchanged |
| Ravenstone Capital Management Inc. | 75 | $42.1K | 0.02% | +75 | New |
| SIMA Wealth Partners, LLC | 75 | $42.1K | 0.03% | 00.0% | Unchanged |
| WealthCollab, LLC | 75 | $42.1K | 0.02% | +3+4.2% | Added |
| Creekmur Asset Management LLC | 75 | $42.3K | 0.01% | +26+53.1% | Added |
| Delta Asset Management LLC | 76 | $42.7K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 77 | $43.3K | 0.01% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 79 | $44.4K | 0.03% | −2−2.5% | Reduced |
| Winnow Wealth LLC | 79 | $44.4K | 0.03% | +53+203.8% | Added |
| 1 North Wealth Services LLC | 80 | $45.0K | 0.02% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 81 | $45.5K | 0.01% | −2−2.4% | Reduced |
| Ulland Investment Advisors, LLC | 82 | $46.0K | 0.04% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 82 | $46.0K | 0.01% | 00.0% | Unchanged |
| Rogco, LP | 87 | $48.9K | 0.02% | 00.0% | Unchanged |
| Pingora Partners LLC | 87 | $48.9K | 0.04% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 90 | $50.6K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 90 | $50.6K | 0.03% | +67+291.3% | Added |
| Lowe Wealth Advisors, LLC | 91 | $51.1K | 0.02% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 91 | $51.1K | 0.02% | +9+11.0% | Added |
| Parkworth Wealth Management, Inc. | 93 | $52.3K | 0.04% | +14+17.7% | Added |
| Scarborough Advisors, LLC | 93 | $52.5K | 0.01% | +93 | New |
| Financial Freedom, LLC | 97 | $55.0K | 0.03% | −1−1.0% | Reduced |
| Bear Mountain Capital, Inc. | 100 | $55.3K | 0.02% | −7−6.5% | Reduced |
| Beaird Harris Wealth Management, LLC | 99 | $55.5K | 0.00% | +16+19.3% | Added |
| AllSquare Wealth Management LLC | 100 | $56.2K | 0.03% | 00.0% | Unchanged |
| Raelipskie Partnership | 100 | $56.2K | 0.03% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 100 | $56.2K | 0.04% | +100 | New |
| Transce3nd, LLC | 102 | $57.3K | 0.02% | −1−1.0% | Reduced |
| Legacy Wealth Managment, LLC | 105 | $59.0K | 0.03% | −19−15.3% | Reduced |
| Legacy Investment Solutions, LLC | 105 | $59.0K | 0.03% | +105 | New |
| Caitong International Asset Management Co., Ltd | 107 | $60.1K | 0.04% | −814−88.4% | Reduced |
| Clark Wealth Partners | 107 | $60.2K | 0.04% | +62+137.8% | Added |
| Riggs Asset Managment Co. Inc. | 108 | $60.7K | 0.01% | +18+20.0% | Added |
| Maryland Capital Advisors Inc. | 108 | $60.7K | 0.02% | +23+27.1% | Added |
| Highline Wealth Partners LLC | 108 | $60.8K | 0.02% | +24+28.6% | Added |
| Kozak & Associates, Inc. | 108 | $61.2K | 0.01% | −4−3.6% | Reduced |
| Delos Wealth Advisors, LLC | 109 | $61.3K | 0.05% | +109 | New |
| Rakuten Securities, Inc. | 112 | $62.9K | 0.02% | −1,149−91.1% | Reduced |
| Aspect Partners, LLC | 115 | $64.6K | 0.03% | +24+26.4% | Added |
| Valued Wealth Advisors LLC | 115 | $64.7K | 0.03% | −2−1.7% | Reduced |
| Capital A Wealth Management, LLC | 152 | $64.8K | 0.74% | +33+27.7% | Added |
| Gen-Wealth Partners Inc | 116 | $65.2K | 0.03% | 00.0% | Unchanged |
| Total Investment Management Inc | 123 | $68.8K | 0.01% | +123 | New |
| FWL Investment Management, LLC | 125 | $70.2K | 0.02% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 125 | $70.2K | 0.01% | +34+37.4% | Added |
| Winthrop Capital Management, LLC | 128 | $72.0K | 0.02% | 00.0% | Unchanged |
| SWAN Capital LLC | 131 | $73.6K | 0.03% | +6+4.8% | Added |
| Sittner & Nelson, LLC | 132 | $74.2K | 0.03% | +40+43.5% | Added |
| Quest 10 Wealth Builders, Inc. | 133 | $74.7K | 0.07% | +43+47.8% | Added |
| Main Street Group, LTD | 136 | $76.2K | 0.02% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 137 | $76.8K | 0.03% | −5−3.5% | Reduced |
| Global Wealth Strategies & Associates | 137 | $77.0K | 0.02% | −3−2.1% | Reduced |
| Glass Jacobson Investment Advisors llc | 139 | $78.1K | 0.03% | −524−79.0% | Reduced |
| Kilter Group LLC | 140 | $78.7K | 0.04% | +140 | New |
| Proffitt & Goodson Inc | 141 | $79.2K | 0.01% | +26+22.6% | Added |
| Essential Partners LLC | 144 | $80.9K | 0.03% | +144 | New |
| Kiker Wealth Management, LLC | 145 | $81.5K | 0.05% | −30−17.1% | Reduced |
| Bernard Wealth Management Corp. | 145 | $81.5K | 0.04% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 150 | $84.3K | 0.00% | +55+57.9% | Added |
| Estabrook Capital Management | 153 | $86.0K | 0.01% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 156 | $87.7K | 0.02% | +18+13.0% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 162 | $91.0K | 0.03% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 163 | $91.6K | 0.06% | +30+22.6% | Added |
| Garde Capital, Inc. | 165 | $92.7K | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 170 | $95.5K | 0.04% | 00.0% | Unchanged |
| Lavaca Capital LLC | 173 | $97.2K | 0.04% | +100+137.0% | Added |
| Redmont Wealth Advisors LLC | 173 | $97.2K | 0.14% | +145+517.9% | Added |
| Howard Hughes Medical Institute | 176 | $98.9K | 0.04% | +176 | New |
| MTM Investment Management, LLC | 178 | $100.0K | 0.03% | +178 | New |
| Anfield Capital Management, LLC | 183 | $102.8K | 0.03% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 183 | $102.9K | 0.04% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 185 | $104.0K | 0.04% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 187 | $105.1K | 0.02% | +13+7.5% | Added |
| Avion Wealth | 190 | $106.0K | 0.02% | −164−46.3% | Reduced |
| Smallwood Wealth Investment Management, LLC | 189 | $106.4K | 0.06% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 191 | $107.3K | 0.02% | +86+81.9% | Added |
| Nexus Investment Management ULC | 195 | $109.6K | 0.02% | 00.0% | Unchanged |
| Curat Global, LLC | 200 | $112.4K | 0.11% | −100−33.3% | Reduced |
| Ritter Daniher Financial Advisory LLC | 203 | $114.1K | 0.03% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 205 | $115.0K | 0.06% | 00.0% | Unchanged |
| Chapman Financial Group, LLC | 208 | $116.9K | 0.10% | +208 | New |
| ZRC Wealth Management, LLC | 209 | $117.4K | 0.05% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 210 | $117.8K | 0.09% | +13+6.6% | Added |
| PFS Partners, LLC | 212 | $119.4K | 0.06% | +21+11.0% | Added |
| HighMark Wealth Management LLC | 221 | $123.9K | 0.06% | −19−7.9% | Reduced |
| Westside Investment Management, Inc. | 220 | $124.2K | 0.02% | +176+400.0% | Added |
| Country Trust Bank | 223 | $125.3K | 0.00% | +200+869.6% | Added |
| Brown, Lisle/Cummings, Inc. | 223 | $125.6K | 0.03% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 225 | $126.0K | 0.04% | −5−2.2% | Reduced |
| Park Square Financial Group, LLC | 225 | $126.4K | 0.09% | −18−7.4% | Reduced |
| Curio Wealth, LLC | 225 | $126.4K | 0.06% | +224+22,400.0% | Added |
| Bangor Savings Bank | 228 | $128.2K | 0.01% | +28+14.0% | Added |
