| Allied Private Wealth LLC | 120 | $38.5K | 0.02% | +120 | New |
| H&H Retirement Design & Management INC | 120 | $37.7K | 0.02% | −302−71.6% | Reduced |
| Hughes Financial Services, LLC | 110 | $37.5K | 0.00% | +62+129.2% | Added |
| Comprehensive Financial Planning, Inc. | 106 | $36.1K | 0.02% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 104 | $35.5K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 101 | $34.4K | 0.01% | −100−49.8% | Reduced |
| TD Capital Management LLC | 100 | $34.1K | 0.00% | −14−12.3% | Reduced |
| Napier Financial, LLC | 100 | $34.1K | 0.01% | +98+4,900.0% | Added |
| TOP Private Wealth LLC. | 100 | $34.1K | 0.03% | +100 | New |
| EMC Capital Management | 100 | $34.0K | 0.01% | +100 | New |
| Stephenson National Bank & Trust | 96 | $32.7K | 0.01% | −57−37.3% | Reduced |
| Bare Financial Services, Inc | 94 | $32.1K | 0.01% | +40+74.1% | Added |
| Cape Investment Advisory, Inc. | 94 | $32.1K | 0.01% | +94 | New |
| Miller Capital Partners, Inc. | 92 | $31.4K | 0.01% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 92 | $31.4K | 0.02% | +2+2.2% | Added |
| Southern Michigan Bank & Trust | 91 | $31.0K | 0.01% | 00.0% | Unchanged |
| Miller Global Investments, LLC | 90 | $30.7K | 0.03% | 00.0% | Unchanged |
| Insight Financial Services | 89 | $30.4K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 88 | $30.0K | 0.01% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 88 | $30.0K | 0.01% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 86 | $29.3K | 0.02% | +14+19.4% | Added |
| Crews Bank & Trust | 85 | $29.0K | 0.00% | +20+30.8% | Added |
| JPL Wealth Management, LLC | 82 | $28.0K | 0.01% | +39+90.7% | Added |
| Principia Wealth Advisory, LLC | 81 | $27.6K | 0.01% | +45+125.0% | Added |
| Delos Wealth Advisors, LLC | 81 | $27.6K | 0.01% | +81 | New |
| N.E.W. Advisory Services LLC | 80 | $27.3K | 0.00% | +20+33.3% | Added |
| Bay Harbor Wealth Management, LLC | 78 | $26.6K | 0.01% | +1+1.3% | Added |
| Robinswood Financial LLC | 78 | $26.6K | 0.01% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 76 | $25.9K | 0.01% | +76 | New |
| Clark Wealth Partners | 76 | $25.9K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 76 | $25.9K | 0.01% | 00.0% | Unchanged |
| Vision Retirement, LLC | 75 | $25.6K | 0.01% | −62−45.3% | Reduced |
| Anchor Bay Capital, Inc. | 65 | $25.0K | 0.01% | +65 | New |
| Mascoma Wealth Management LLC | 70 | $23.9K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 65 | $22.2K | 0.02% | +50+333.3% | Added |
| Sankala Group LLC | 58 | $21.7K | 0.01% | −1−1.7% | Reduced |
| Atomic Invest LLC | 64 | $21.1K | 0.00% | +6+10.3% | Added |
| Brooklyn FI, LLC | 63 | $21.1K | 0.00% | +63 | New |
| Valued Wealth Advisors LLC | 61 | $20.8K | 0.01% | +10+19.6% | Added |
| Highland Investment Advisors LLC | 61 | $20.8K | 0.01% | +61 | New |
| Foster Dykema Cabot & Partners, LLC | 60 | $20.5K | 0.00% | 00.0% | Unchanged |
| Virginia Estate & Retirement Planning Advisors Inc. | 56 | $19.1K | 0.02% | +56 | New |
| Lavaca Capital LLC | 54 | $18.4K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 52 | $17.8K | 0.01% | −35−40.2% | Reduced |
| Luken Investment Analytics, LLC | 52 | $17.7K | 0.01% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 52 | $17.7K | 0.01% | +13+33.3% | Added |
| Contravisory Investment Management, Inc. | 49 | $16.7K | 0.00% | +49 | New |
| Planning Strategies Inc. | 49 | $16.7K | 0.01% | +49 | New |
| JCIC Asset Management Inc. | 103 | $16.5K | 0.01% | 00.0% | Unchanged |
| Imprint Wealth LLC | 47 | $16.0K | 0.07% | +5+11.9% | Added |
| Roble, Belko & Company, Inc | 45 | $15.0K | 0.00% | −2−4.3% | Reduced |
| Berkshire Capital Holdings Inc | 42 | $14.3K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 42 | $14.3K | 0.01% | 00.0% | Unchanged |
| Paladin Partners, LLC | 42 | $14.3K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 42 | $14.0K | 0.00% | −562−93.0% | Reduced |
| United Financial Planning Group LLC | 40 | $13.6K | 0.01% | −45−52.9% | Reduced |
| Osbon Capital Management LLC | 40 | $13.6K | 0.01% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 39 | $13.3K | 0.00% | +39 | New |
| Essential Partners LLC | 36 | $12.3K | 0.01% | −4,112−99.1% | Reduced |
| Key Financial Inc | 36 | $12.3K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 36 | $12.3K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 35 | $11.9K | 0.00% | −239−87.2% | Reduced |
| DiNuzzo Private Wealth, Inc. | 35 | $11.9K | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 35 | $11.9K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 35 | $11.9K | 0.00% | +11+45.8% | Added |
| Richardson Capital Management LLC | 34 | $11.6K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 30 | $10.2K | 0.00% | −750−96.2% | Reduced |
| Measured Wealth Private Client Group, LLC | 30 | $10.2K | 0.00% | 00.0% | Unchanged |
| Luminist Capital LLC | 30 | $10.2K | 0.01% | +30 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 30 | $10.2K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 30 | $10.0K | 0.00% | −270−90.0% | Reduced |
| Coston, McIsaac & Partners | 30 | $10.0K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 28 | $9.55K | 0.00% | +28 | New |
| Smallwood Wealth Investment Management, LLC | 26 | $8.87K | 0.00% | −22−45.8% | Reduced |
| CBIZ Investment Advisory Services, LLC | 54 | $8.66K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 24 | $8.19K | 0.00% | −100−80.6% | Reduced |
| JNBA Financial Advisors | 24 | $8.19K | 0.00% | +24 | New |
| Corsicana & Co. | 24 | $8.18K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 24 | $8.18K | 0.00% | 00.0% | Unchanged |
| Kennebec Savings Bank | 24 | $8.18K | 0.01% | 00.0% | Unchanged |
| Philadelphia Investment Partners, LLC | 22 | $7.50K | 0.00% | −19−46.3% | Reduced |
| Burk Holdings LLC | 22 | $7.50K | 0.00% | −2−8.3% | Reduced |
| Morton Brown Family Wealth, LLC | 22 | $7.50K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 21 | $7.16K | 0.00% | +21 | New |
| Proffitt & Goodson Inc | 20 | $6.82K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 20 | $6.82K | 0.00% | −50−71.4% | Reduced |
| Commonwealth Retirement Investments LLC | 19 | $6.48K | 0.00% | +19 | New |
| NorthAvenue LLC | 18 | $6.14K | 0.00% | +18 | New |
| PayPay Securities Corp | 15 | $5.12K | 0.20% | +1+7.1% | Added |
| WestEnd Advisors, LLC | 15 | $5.12K | 0.00% | +5+50.0% | Added |
| Country Trust Bank | 14 | $4.77K | 0.00% | 00.0% | Unchanged |
| Leo H. Evart, Inc. | 14 | $4.77K | 0.00% | 00.0% | Unchanged |
| Trust Co | 13 | $4.57K | 0.00% | +11+550.0% | Added |
| Bravera Wealth | 13 | $4.43K | 0.00% | −84−86.6% | Reduced |
| GGM Financials LLC | 13 | $4.43K | 0.00% | +13 | New |
| Delta Asset Management LLC | 12 | $4.09K | 0.00% | −196−94.2% | Reduced |
| Whipplewood Advisors, LLC | 12 | $4.09K | 0.00% | −80−87.0% | Reduced |
| MPWM Advisory Solutions, LLC | 11 | $3.75K | 0.00% | 00.0% | Unchanged |
| Nvest Wealth Strategies, Inc. | 10 | $3.41K | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 10 | $3.41K | 0.00% | +10 | New |