| Ares Financial Consulting, LLC | 15 | $13.2K | 0.01% | +15 | New |
| DiNuzzo Private Wealth, Inc. | 15 | $13.2K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 15 | $13.3K | 0.00% | +10+200.0% | Added |
| POM Investment Strategies, LLC | 16 | $14.4K | 0.01% | −4−20.0% | Reduced |
| Greykasell Wealth Strategies, Inc. | 17 | $14.9K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 17 | $14.9K | 0.01% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 17 | $15.0K | 0.00% | +17 | New |
| Comprehensive Financial Planning, Inc. | 17 | $15.1K | 0.01% | 00.0% | Unchanged |
| Graney & King, LLC | 17 | $15.1K | 0.01% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 18 | $15.8K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 18 | $15.8K | 0.00% | +4+28.6% | Added |
| St Germain D J Co Inc | 18 | $15.8K | 0.00% | +18 | New |
| Hoey Investments, Inc | 19 | $16.7K | 0.00% | −1−5.0% | Reduced |
| Marquette Asset Management, LLC | 19 | $16.7K | 0.00% | +7+58.3% | Added |
| Access Investment Management LLC | 23 | $17.4K | 0.00% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 20 | $17.6K | 0.01% | +20 | New |
| DT Investment Partners, LLC | 20 | $17.6K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 21 | $18.8K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 23 | $20.2K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 24 | $21.1K | 0.00% | +7+41.2% | Added |
| Raffa Wealth Management, LLC | 24 | $21.1K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 25 | $21.7K | 0.01% | +1+4.2% | Added |
| Brown, Lisle/Cummings, Inc. | 25 | $22.0K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 25 | $22.0K | 0.01% | 00.0% | Unchanged |
| BankPlus Trust Department | 25 | $22.0K | 0.01% | 00.0% | Unchanged |
| NorthAvenue LLC | 25 | $22.0K | 0.02% | +25 | New |
| Roble, Belko & Company, Inc | 25 | $22.0K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 27 | $23.7K | 0.01% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 27 | $23.7K | 0.01% | +11+68.8% | Added |
| Westside Investment Management, Inc. | 27 | $24.1K | 0.00% | +3+12.5% | Added |
| Archer Investment Corp | 28 | $24.9K | 0.01% | 00.0% | Unchanged |
| Team Financial Group, LLC | 29 | $25.4K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 29 | $25.5K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 30 | $26.4K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 32 | $28.1K | 0.01% | +2+6.7% | Added |
| HFM Investment Advisors, LLC | 33 | $29.0K | 0.01% | +30+1,000.0% | Added |
| Triumph Capital Management | 33 | $29.0K | 0.01% | +33 | New |
| United Community Bank | 34 | $29.9K | 0.01% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 35 | $30.8K | 0.01% | +35 | New |
| Kilter Group LLC | 36 | $31.6K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 36 | $31.6K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 36 | $31.6K | 0.00% | +8+28.6% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 36 | $31.7K | 0.05% | +16+80.0% | Added |
| First Command Advisory Services, Inc. | 37 | $32.5K | 0.00% | +34+1,133.3% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 39 | $35.0K | 0.00% | +1+2.6% | Added |
| West Branch Capital LLC | 40 | $35.2K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 42 | $36.0K | 0.01% | +11+35.5% | Added |
| Rational Advisors LLC | 41 | $36.0K | 0.00% | +4+10.8% | Added |
| Hager Investment Management Services, LLC | 43 | $37.8K | 0.02% | −24−35.8% | Reduced |
| Tucker Asset Management LLC | 43 | $37.8K | 0.01% | +43 | New |
| Bell Investment Advisors, Inc | 43 | $37.8K | 0.01% | +18+72.0% | Added |
| Arcadia Investment Advisors LLC | 44 | $38.7K | 0.02% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 45 | $39.6K | 0.02% | 00.0% | Unchanged |
| Trust Co | 46 | $40.4K | 0.00% | −2−4.2% | Reduced |
| Center for Financial Planning, Inc. | 46 | $40.4K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 47 | $41.3K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 47 | $41.3K | 0.02% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 66 | $42.0K | 0.25% | +14+26.9% | Added |
| Vestor Capital, LLC | 1,322 | $42.0K | 0.00% | +1,322 | New |
| Proffitt & Goodson Inc | 48 | $42.2K | 0.01% | 00.0% | Unchanged |
| IFC & Insurance Marketing, Inc. | 49 | $43.0K | 0.04% | +49 | New |
| New England Capital Financial Advisors LLC | 49 | $43.0K | 0.02% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 49 | $43.1K | 0.02% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 49 | $43.1K | 0.01% | +37+308.3% | Added |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 49 | $43.1K | 0.00% | +49 | New |
| Torren Management, LLC | 49 | $43.2K | 0.02% | +49 | New |
| Clean Yield Group | 50 | $43.9K | 0.01% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 50 | $43.9K | 0.00% | +16+47.1% | Added |
| Walsh & Associates, LLC | 50 | $43.9K | 0.04% | +50 | New |
| Clal Insurance Enterprises Holdings Ltd | 50 | $44.0K | 0.00% | −9−15.3% | Reduced |
| Pacific Center for Financial Services | 59 | $44.7K | 0.01% | 00.0% | Unchanged |
| WealthCollab, LLC | 52 | $45.7K | 0.02% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 53 | $46.6K | 0.00% | +30+130.4% | Added |
| Entrust Financial LLC | 54 | $47.5K | 0.04% | +54 | New |
| Covestor Ltd | 55 | $48.0K | 0.03% | +1+1.9% | Added |
| Pingora Partners LLC | 55 | $48.3K | 0.03% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 55 | $48.3K | 0.01% | +31+129.2% | Added |
| First United Bank Trust | 56 | $49.2K | 0.02% | −10−15.2% | Reduced |
| Quest 10 Wealth Builders, Inc. | 57 | $50.1K | 0.04% | −9−13.6% | Reduced |
| Motco | 60 | $52.7K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 60 | $52.7K | 0.00% | +23+62.2% | Added |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 60 | $52.7K | 0.04% | +60 | New |
| Measured Wealth Private Client Group, LLC | 61 | $53.6K | 0.01% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 61 | $53.6K | 0.01% | +16+35.6% | Added |
| Financial Consulate, Inc | 62 | $54.5K | 0.01% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 63 | $55.4K | 0.03% | +63 | New |
| Perkins Coie Trust Co | 63 | $55.4K | 0.01% | 00.0% | Unchanged |
| Rossby Financial, LCC | 63 | $55.4K | 0.02% | +14+28.6% | Added |
| Optiver Holding B.V. | 64 | $56.3K | 0.00% | +64 | New |
| Phillip James Consulting Co. | 62 | $58.0K | 1.02% | +62 | New |
| Hilton Head Capital Partners, LLC | 66 | $58.0K | 0.03% | +66 | New |
| Accent Capital Management, LLC | 68 | $59.8K | 0.03% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 69 | $60.6K | 0.01% | 00.0% | Unchanged |
| Wellington Grp LLC | 70 | $61.5K | 0.02% | +70 | New |
| IAG Wealth Partners, LLC | 71 | $62.4K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 72 | $63.0K | 0.00% | +3+4.3% | Added |
| Dunhill Financial, LLC | 72 | $63.1K | 0.02% | −9−11.1% | Reduced |
| Addison Advisors LLC | 72 | $63.3K | 0.01% | −3−4.0% | Reduced |
| Private Wealth Management Group, LLC | 72 | $63.3K | 0.02% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 74 | $65.0K | 0.10% | 00.0% | Unchanged |
