| Park Square Financial Group, LLC | 18 | $16.1K | 0.12% | −48−72.7% | Reduced |
| Contravisory Investment Management, Inc. | 18 | $16.1K | 0.00% | 00.0% | Unchanged |
| Napier Financial, LLC | 19 | $17.0K | 0.00% | +19 | New |
| Marquette Asset Management, LLC | 19 | $17.0K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 19 | $17.0K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 19 | $17.0K | 0.00% | +7+58.3% | Added |
| ORG Wealth Partners, LLC | 20 | $17.9K | 0.00% | +20 | New |
| DT Investment Partners, LLC | 20 | $17.9K | 0.00% | 00.0% | Unchanged |
| Magnolia Wealth Management, LLC | 20 | $17.9K | 0.01% | +20 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 20 | $18.0K | 0.03% | −16−44.4% | Reduced |
| Clear Street Markets LLC | 21 | $18.8K | 0.01% | −167−88.8% | Reduced |
| St Germain D J Co Inc | 21 | $18.8K | 0.00% | +3+16.7% | Added |
| Barnes Dennig Private Wealth Management LLC | 21 | $18.8K | 0.02% | +9+75.0% | Added |
| Whipplewood Advisors, LLC | 21 | $18.8K | 0.01% | +21 | New |
| Holos Integrated Wealth LLC | 21 | $19.2K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 22 | $19.7K | 0.00% | +18+450.0% | Added |
| Synergy Investment Management, LLC | 22 | $19.8K | 0.01% | +22 | New |
| Mascoma Wealth Management LLC | 23 | $20.6K | 0.00% | 00.0% | Unchanged |
| Access Investment Management LLC | 23 | $20.6K | 0.01% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 23 | $20.6K | 0.02% | +20+666.7% | Added |
| Hallmark Capital Management Inc | 24 | $21.5K | 0.00% | −23−48.9% | Reduced |
| CNB Bank | 25 | $22.4K | 0.01% | 00.0% | Unchanged |
| BankPlus Trust Department | 25 | $22.4K | 0.01% | 00.0% | Unchanged |
| NorthAvenue LLC | 25 | $22.4K | 0.02% | 00.0% | Unchanged |
| Bangor Savings Bank | 25 | $22.4K | 0.00% | +10+66.7% | Added |
| Covestor Ltd | 27 | $24.0K | 0.02% | −28−50.9% | Reduced |
| FWL Investment Management, LLC | 27 | $24.2K | 0.01% | −28−50.9% | Reduced |
| Medallion Wealth Advisors, LLC | 27 | $24.2K | 0.01% | −3−10.0% | Reduced |
| TD Capital Management LLC | 27 | $24.3K | 0.00% | +12+80.0% | Added |
| Westside Investment Management, Inc. | 27 | $24.5K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 28 | $25.1K | 0.00% | −4−12.5% | Reduced |
| Abound Wealth Management | 29 | $25.6K | 0.01% | +4+16.0% | Added |
| Team Financial Group, LLC | 29 | $25.9K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 29 | $26.0K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 30 | $26.7K | 0.00% | +18+150.0% | Added |
| HFM Investment Advisors, LLC | 32 | $28.6K | 0.01% | −1−3.0% | Reduced |
| United Community Bank | 34 | $30.4K | 0.01% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 35 | $31.3K | 0.01% | +8+29.6% | Added |
| Newbridge Financial Services Group, Inc. | 35 | $31.4K | 0.01% | +17+94.4% | Added |
| Key Financial Inc | 36 | $32.2K | 0.01% | 00.0% | Unchanged |
| Kilter Group LLC | 36 | $32.2K | 0.01% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 37 | $33.1K | 0.00% | 00.0% | Unchanged |
| EFG International AG | 37 | $33.1K | 0.00% | +37 | New |
| American National Bank | 39 | $34.9K | 0.00% | −108−73.5% | Reduced |
| Torren Management, LLC | 39 | $34.9K | 0.02% | −10−20.4% | Reduced |
| Kemnay Advisory Services Inc. | 40 | $35.8K | 0.01% | −55−57.9% | Reduced |
| West Branch Capital LLC | 40 | $35.8K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 40 | $35.8K | 0.01% | +16+66.7% | Added |
| RWM Asset Management, LLC | 40 | $35.8K | 0.00% | +40 | New |
| Rational Advisors LLC | 41 | $36.7K | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 41 | $36.7K | 0.01% | +24+141.2% | Added |
| Meeder Asset Management Inc | 42 | $37.6K | 0.00% | −988−95.9% | Reduced |
| Hager Investment Management Services, LLC | 43 | $38.5K | 0.02% | 00.0% | Unchanged |
| Clal Insurance Enterprises Holdings Ltd | 44 | $39.0K | 0.00% | −6−12.0% | Reduced |
| Arcadia Investment Advisors LLC | 44 | $39.4K | 0.02% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 44 | $39.4K | 0.01% | +1+2.3% | Added |
| Brown, Lisle/Cummings, Inc. | 44 | $39.4K | 0.01% | +19+76.0% | Added |
| Timothy G. Youngquist 2020 Irrevocable Trust | 44 | $39.4K | 0.02% | +44 | New |
| Wealth Preservation Advisors, LLC | 45 | $40.3K | 0.03% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 45 | $40.3K | 0.00% | +9+25.0% | Added |
| Avion Wealth | 46 | $41.0K | 0.01% | +4+9.5% | Added |
| Trust Co | 46 | $41.3K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 47 | $42.1K | 0.03% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 48 | $43.0K | 0.00% | −12−20.0% | Reduced |
| Proffitt & Goodson Inc | 48 | $43.0K | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 49 | $43.9K | 0.02% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 49 | $43.9K | 0.02% | +29+145.0% | Added |
| New England Capital Financial Advisors LLC | 49 | $43.9K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 50 | $44.8K | 0.01% | 00.0% | Unchanged |
| Walsh & Associates, LLC | 50 | $44.8K | 0.04% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 52 | $46.5K | 0.03% | −11−17.5% | Reduced |
| WealthCollab, LLC | 52 | $46.6K | 0.02% | 00.0% | Unchanged |
| Entrust Financial LLC | 53 | $47.4K | 0.03% | −1−1.9% | Reduced |
| Pingora Partners LLC | 55 | $49.2K | 0.03% | 00.0% | Unchanged |
| Wellington Grp LLC | 56 | $50.1K | 0.02% | −14−20.0% | Reduced |
| First United Bank Trust | 56 | $50.1K | 0.02% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 57 | $50.8K | 0.00% | +33+137.5% | Added |
| Quest 10 Wealth Builders, Inc. | 57 | $51.0K | 0.04% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 58 | $51.9K | 0.00% | +58 | New |
| Pacific Center for Financial Services | 59 | $52.8K | 0.01% | 00.0% | Unchanged |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 60 | $53.7K | 0.04% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 61 | $54.6K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 61 | $54.6K | 0.00% | +8+15.1% | Added |
| Rossby Financial, LCC | 61 | $56.2K | 0.01% | −2−3.2% | Reduced |
| Perkins Coie Trust Co | 63 | $56.4K | 0.01% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 63 | $56.4K | 0.01% | +2+3.3% | Added |
| Financial Consulate, Inc | 63 | $56.4K | 0.01% | +1+1.6% | Added |
| Cedar Mountain Advisors, LLC | 65 | $58.2K | 0.01% | +57+712.5% | Added |
| Hilton Head Capital Partners, LLC | 66 | $59.1K | 0.03% | 00.0% | Unchanged |
| Operose Advisors LLC | 66 | $59.1K | 0.01% | +66 | New |
| JPL Wealth Management, LLC | 67 | $60.0K | 0.01% | +67 | New |
| Canton Hathaway, LLC | 69 | $61.8K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 70 | $62.7K | 0.01% | −1−1.4% | Reduced |
| Retirement Wealth Solutions LLC | 71 | $63.6K | 0.04% | −3−4.1% | Reduced |
| Dunhill Financial, LLC | 71 | $64.4K | 0.02% | −1−1.4% | Reduced |
| Private Wealth Management Group, LLC | 72 | $64.5K | 0.02% | 00.0% | Unchanged |
| Miller Global Investments, LLC | 73 | $65.4K | 0.06% | +73 | New |
| Wellington-Altus USA Inc. | 68 | $66.5K | 0.04% | −84−55.3% | Reduced |
| Roble, Belko & Company, Inc | 75 | $67.0K | 0.01% | +50+200.0% | Added |
| Game Plan Financial Advisors, LLC | 75 | $67.1K | 0.03% | 00.0% | Unchanged |
