| Addison Advisors LLC | 75 | $56.9K | 0.01% | −3−3.8% | Reduced |
| DHJJ Financial Advisors, Ltd. | 75 | $56.9K | 0.02% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 75 | $56.9K | 0.01% | +70+1,400.0% | Added |
| Game Plan Financial Advisors, LLC | 75 | $56.9K | 0.02% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 75 | $56.9K | 0.01% | 00.0% | Unchanged |
| City State Bank | 75 | $56.9K | 0.02% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 74 | $56.1K | 0.04% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 74 | $56.1K | 0.08% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 73 | $55.3K | 0.01% | +73 | New |
| Grey Fox Wealth Advisors, LLC | 73 | $55.3K | 0.01% | +73 | New |
| Private Wealth Management Group, LLC | 72 | $54.6K | 0.02% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 71 | $53.8K | 0.01% | +21+42.0% | Added |
| Canton Hathaway, LLC | 69 | $52.0K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 69 | $52.0K | 0.00% | +1+1.5% | Added |
| Accent Capital Management, LLC | 68 | $51.6K | 0.02% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 67 | $50.8K | 0.03% | −2−2.9% | Reduced |
| Sagard Holdings Management Inc. | 66 | $50.0K | 0.25% | 00.0% | Unchanged |
| First United Bank Trust | 66 | $50.0K | 0.02% | +5+8.2% | Added |
| Quest 10 Wealth Builders, Inc. | 66 | $50.0K | 0.05% | +6+10.0% | Added |
| Princeton Global Asset Management LLC | 64 | $48.7K | 0.01% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 63 | $47.8K | 0.01% | −1,369−95.6% | Reduced |
| Financial Consulate, Inc | 62 | $47.0K | 0.01% | +62 | New |
| Measured Wealth Private Client Group, LLC | 61 | $46.2K | 0.01% | +61 | New |
| Motco | 60 | $45.5K | 0.00% | 00.0% | Unchanged |
| Clal Insurance Enterprises Holdings Ltd | 59 | $45.0K | 0.00% | −9−13.2% | Reduced |
| Pacific Center for Financial Services | 59 | $44.7K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 54 | $42.0K | 0.02% | −4−6.9% | Reduced |
| Pingora Partners LLC | 55 | $41.7K | 0.03% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 52 | $39.4K | 0.17% | −242−82.3% | Reduced |
| WealthCollab, LLC | 52 | $39.4K | 0.02% | 00.0% | Unchanged |
| Clean Yield Group | 50 | $37.9K | 0.01% | 00.0% | Unchanged |
| Strive Asset Management, LLC | 50 | $37.9K | 0.02% | +50 | New |
| Sofos Investments, Inc. | 50 | $37.6K | 0.01% | +50 | New |
| Gables Capital Management Inc. | 49 | $37.1K | 0.02% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 49 | $37.0K | 0.02% | 00.0% | Unchanged |
| Rossby Financial, LCC | 49 | $37.0K | 0.01% | −36−42.4% | Reduced |
| Johnson Financial Group, Inc. | 48 | $36.4K | 0.00% | +22+84.6% | Added |
| Proffitt & Goodson Inc | 48 | $36.4K | 0.01% | 00.0% | Unchanged |
| Trust Co | 48 | $36.4K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 47 | $35.6K | 0.02% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 47 | $35.6K | 0.00% | +47 | New |
| Center for Financial Planning, Inc. | 46 | $34.9K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 45 | $34.1K | 0.02% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 45 | $34.1K | 0.01% | +28+164.7% | Added |
| Arcadia Investment Advisors LLC | 44 | $33.4K | 0.02% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 42 | $31.8K | 0.01% | +33+366.7% | Added |
| West Branch Capital LLC | 40 | $30.3K | 0.01% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 38 | $28.8K | 0.00% | +2+5.6% | Added |
| Chilton Capital Management LLC | 38 | $28.8K | 0.00% | +38 | New |
| Rational Advisors LLC | 37 | $28.1K | 0.00% | +1+2.8% | Added |
| Harbor Investment Advisory, LLC | 37 | $28.1K | 0.00% | +4+12.1% | Added |
| Kilter Group LLC | 36 | $27.3K | 0.01% | +4+12.5% | Added |
| Key Financial Inc | 36 | $27.2K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 35 | $26.5K | 0.00% | −20−36.4% | Reduced |
| CBIZ Investment Advisory Services, LLC | 34 | $25.8K | 0.00% | −1−2.9% | Reduced |
| United Community Bank | 34 | $25.8K | 0.01% | +5+17.2% | Added |
| Texas Capital Bancshares Inc | 33 | $25.0K | 0.01% | +33 | New |
| Harvest Fund Management Co., Ltd | 32 | $24.0K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 31 | $23.3K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 31 | $23.0K | 0.00% | +1+3.3% | Added |
| Prestige Wealth Management Group LLC | 30 | $22.7K | 0.00% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 4 | $22.7K | 0.02% | −26−86.7% | Reduced |
| Medallion Wealth Advisors, LLC | 30 | $22.7K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 29 | $22.0K | 0.00% | +8+38.1% | Added |
| Team Financial Group, LLC | 29 | $21.9K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 28 | $21.5K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 28 | $21.2K | 0.00% | +5+21.7% | Added |
| Howard Hughes Medical Institute | 27 | $20.5K | 0.01% | 00.0% | Unchanged |
| Binnacle Investments Inc | 27 | $20.5K | 0.01% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 25 | $19.0K | 0.00% | +10+66.7% | Added |
| Bell Investment Advisors, Inc | 25 | $19.0K | 0.00% | −5−16.7% | Reduced |
| Brown, Lisle/Cummings, Inc. | 25 | $19.0K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 25 | $19.0K | 0.01% | 00.0% | Unchanged |
| BankPlus Trust Department | 25 | $19.0K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 24 | $18.4K | 0.00% | +1+4.3% | Added |
| Raffa Wealth Management, LLC | 24 | $18.2K | 0.00% | +6+33.3% | Added |
| FWL Investment Management, LLC | 24 | $18.2K | 0.00% | +9+60.0% | Added |
| Westside Investment Management, Inc. | 24 | $18.1K | 0.00% | +11+84.6% | Added |
| Access Investment Management LLC | 23 | $17.4K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 23 | $17.4K | 0.00% | +4+21.1% | Added |
| Mascoma Wealth Management LLC | 23 | $17.4K | 0.00% | +6+35.3% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 20 | $15.2K | 0.03% | −2−9.1% | Reduced |
| DT Investment Partners, LLC | 20 | $15.2K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 20 | $15.2K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 20 | $15.2K | 0.01% | +20 | New |
| Holos Integrated Wealth LLC | 21 | $15.1K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 18 | $13.6K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 18 | $13.6K | 0.00% | +12+200.0% | Added |
| Comprehensive Financial Planning, Inc. | 17 | $13.0K | 0.01% | 00.0% | Unchanged |
| Graney & King, LLC | 17 | $13.0K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 17 | $12.9K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 17 | $12.9K | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 17 | $12.9K | 0.01% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 16 | $12.1K | 0.01% | +2+14.3% | Added |
| DiNuzzo Private Wealth, Inc. | 15 | $11.4K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 15 | $11.4K | 0.00% | −13−46.4% | Reduced |
| Cetera Trust Company, N.A | 15 | $11.4K | 0.01% | 00.0% | Unchanged |
| Copia Wealth Management | 15 | $11.4K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 14 | $10.6K | 0.00% | −3−17.6% | Reduced |
| Salem Investment Counselors Inc | 13 | $9.86K | 0.00% | −167−92.8% | Reduced |