| Twin Peaks Wealth Advisors, LLC | 117 | $104.5K | 0.03% | +117 | New |
| Lodestone Wealth Management LLC | 116 | $103.8K | 0.04% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 113 | $101.2K | 0.03% | 00.0% | Unchanged |
| Security National Bank | 111 | $99.4K | 0.01% | 00.0% | Unchanged |
| Longview Financial Advisors LLC | 111 | $99.4K | 0.05% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 110 | $98.5K | 0.06% | +99+900.0% | Added |
| Wall Street Financial Group, Inc. | 109 | $97.6K | 0.06% | +109 | New |
| Fortitude Family Office, LLC | 108 | $96.7K | 0.02% | −40−27.0% | Reduced |
| Gen-Wealth Partners Inc | 107 | $95.8K | 0.03% | −12−10.1% | Reduced |
| Farmers & Merchants Investments Inc | 107 | $95.8K | 0.00% | +20+23.0% | Added |
| Private Wealth Asset Management, LLC | 102 | $91.3K | 0.01% | −1−1.0% | Reduced |
| Accent Capital Management, LLC | 101 | $90.4K | 0.04% | +33+48.5% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 100 | $90.0K | 0.00% | +100 | New |
| Princeton Global Asset Management LLC | 100 | $89.9K | 0.01% | +1+1.0% | Added |
| Glen Eagle Advisors, LLC | 100 | $89.5K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 100 | $89.5K | 0.06% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 98 | $87.7K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 98 | $87.7K | 0.02% | +98 | New |
| Central Pacific Bank - Trust Division | 97 | $86.8K | 0.01% | +97 | New |
| Reyes Financial Architecture, Inc. | 97 | $86.8K | 0.07% | +93+2,325.0% | Added |
| Adirondack Trust Co | 97 | $86.8K | 0.03% | 00.0% | Unchanged |
| Innovative Asset Advisors Group, LLC | 96 | $85.9K | 0.05% | +96 | New |
| Cheviot Value Management, LLC | 95 | $85.0K | 0.01% | 00.0% | Unchanged |
| Crews Bank & Trust | 94 | $84.2K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 93 | $83.3K | 0.03% | 00.0% | Unchanged |
| Motco | 91 | $81.5K | 0.01% | +31+51.7% | Added |
| Financial Life Planners | 87 | $78.3K | 0.06% | +87 | New |
| True Link Financial Advisors, LLC | 86 | $77.0K | 0.00% | +86 | New |
| Sachetta, LLC | 83 | $74.3K | 0.04% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 83 | $74.3K | 0.01% | −15−15.3% | Reduced |
| Cherry Tree Wealth Management, LLC | 80 | $71.6K | 0.02% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 80 | $71.6K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 79 | $70.7K | 0.01% | +4+5.3% | Added |
| GW&K Investment Management, LLC | 76 | $68.0K | 0.00% | +4+5.6% | Added |
| Addison Advisors LLC | 75 | $67.1K | 0.01% | +3+4.2% | Added |
| Game Plan Financial Advisors, LLC | 75 | $67.1K | 0.03% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 75 | $67.1K | 0.02% | 00.0% | Unchanged |
| City State Bank | 75 | $67.1K | 0.02% | 00.0% | Unchanged |
| WPG Advisers, LLC | 75 | $67.1K | 0.05% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 75 | $67.0K | 0.01% | +50+200.0% | Added |
| Wellington-Altus USA Inc. | 68 | $66.5K | 0.04% | −84−55.3% | Reduced |
| Miller Global Investments, LLC | 73 | $65.4K | 0.06% | +73 | New |
| Private Wealth Management Group, LLC | 72 | $64.5K | 0.02% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 71 | $64.4K | 0.02% | −1−1.4% | Reduced |
| Retirement Wealth Solutions LLC | 71 | $63.6K | 0.04% | −3−4.1% | Reduced |
| IAG Wealth Partners, LLC | 70 | $62.7K | 0.01% | −1−1.4% | Reduced |
| Canton Hathaway, LLC | 69 | $61.8K | 0.01% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 67 | $60.0K | 0.01% | +67 | New |
| Hilton Head Capital Partners, LLC | 66 | $59.1K | 0.03% | 00.0% | Unchanged |
| Operose Advisors LLC | 66 | $59.1K | 0.01% | +66 | New |
| Cedar Mountain Advisors, LLC | 65 | $58.2K | 0.01% | +57+712.5% | Added |
| Financial Consulate, Inc | 63 | $56.4K | 0.01% | +1+1.6% | Added |
| Morse Asset Management, Inc | 63 | $56.4K | 0.01% | +2+3.3% | Added |
| Perkins Coie Trust Co | 63 | $56.4K | 0.01% | 00.0% | Unchanged |
| Rossby Financial, LCC | 61 | $56.2K | 0.01% | −2−3.2% | Reduced |
| 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 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 60 | $53.7K | 0.04% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 59 | $52.8K | 0.01% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 58 | $51.9K | 0.00% | +58 | New |
| Quest 10 Wealth Builders, Inc. | 57 | $51.0K | 0.04% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 57 | $50.8K | 0.00% | +33+137.5% | Added |
| Wellington Grp LLC | 56 | $50.1K | 0.02% | −14−20.0% | Reduced |
| First United Bank Trust | 56 | $50.1K | 0.02% | 00.0% | Unchanged |
| Pingora Partners LLC | 55 | $49.2K | 0.03% | 00.0% | Unchanged |
| Entrust Financial LLC | 53 | $47.4K | 0.03% | −1−1.9% | Reduced |
| WealthCollab, LLC | 52 | $46.6K | 0.02% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 52 | $46.5K | 0.03% | −11−17.5% | Reduced |
| Clean Yield Group | 50 | $44.8K | 0.01% | 00.0% | Unchanged |
| Walsh & Associates, LLC | 50 | $44.8K | 0.04% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 49 | $43.9K | 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 |
| Harbor Investment Advisory, LLC | 48 | $43.0K | 0.00% | −12−20.0% | Reduced |
| Proffitt & Goodson Inc | 48 | $43.0K | 0.01% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 47 | $42.1K | 0.03% | 00.0% | Unchanged |
| Trust Co | 46 | $41.3K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 46 | $41.0K | 0.01% | +4+9.5% | Added |
| 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 |
| 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 |
| Clal Insurance Enterprises Holdings Ltd | 44 | $39.0K | 0.00% | −6−12.0% | Reduced |
| Hager Investment Management Services, LLC | 43 | $38.5K | 0.02% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 42 | $37.6K | 0.00% | −988−95.9% | Reduced |
| Rational Advisors LLC | 41 | $36.7K | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 41 | $36.7K | 0.01% | +24+141.2% | Added |
| 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 |
| Torren Management, LLC | 39 | $34.9K | 0.02% | −10−20.4% | Reduced |
| American National Bank | 39 | $34.9K | 0.00% | −108−73.5% | Reduced |
| First Command Advisory Services, Inc. | 37 | $33.1K | 0.00% | 00.0% | Unchanged |
| EFG International AG | 37 | $33.1K | 0.00% | +37 | New |
| Key Financial Inc | 36 | $32.2K | 0.01% | 00.0% | Unchanged |
| Kilter Group LLC | 36 | $32.2K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 35 | $31.4K | 0.01% | +17+94.4% | Added |
