| Delos Wealth Advisors, LLC | 15 | $14.7K | 0.01% | +8+114.3% | Added |
| Westfuller Advisors, LLC | 15 | $14.7K | 0.01% | +15 | New |
| Abound Wealth Management | 16 | $15.3K | 0.00% | −13−44.8% | Reduced |
| Manning & Napier Advisors LLC | 16 | $15.4K | 0.00% | +3+23.1% | Added |
| Napier Financial, LLC | 17 | $16.6K | 0.00% | −2−10.5% | Reduced |
| United Financial Planning Group LLC | 17 | $16.6K | 0.01% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 17 | $16.6K | 0.01% | +5+41.7% | Added |
| Wolff Wiese Magana LLC | 17 | $16.6K | 0.01% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 17 | $16.6K | 0.00% | +4+30.8% | Added |
| HHM Wealth Advisors, LLC | 17 | $16.6K | 0.00% | +10+142.9% | Added |
| Ritter Daniher Financial Advisory LLC | 17 | $16.8K | 0.00% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 17 | $16.9K | 0.01% | 00.0% | Unchanged |
| Allied Private Wealth LLC | 18 | $16.9K | 0.01% | +18 | New |
| St Germain D J Co Inc | 18 | $17.6K | 0.00% | −3−14.3% | Reduced |
| Contravisory Investment Management, Inc. | 18 | $17.6K | 0.00% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 19 | $18.6K | 0.01% | −24−55.8% | Reduced |
| Hoey Investments, Inc | 19 | $18.6K | 0.00% | 00.0% | Unchanged |
| Harborfront Financial Group LLC | 20 | $19.5K | 0.07% | +20 | New |
| Barnes Dennig Private Wealth Management LLC | 20 | $19.6K | 0.02% | −1−4.8% | Reduced |
| ORG Wealth Partners, LLC | 20 | $19.6K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 20 | $19.6K | 0.02% | +9+81.8% | Added |
| Quintet Private Bank (Europe) S.A. | 20 | $19.6K | 0.00% | +20 | New |
| DT Investment Partners, LLC | 20 | $19.6K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 20 | $19.6K | 0.03% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 21 | $20.1K | 0.01% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 21 | $20.5K | 0.00% | +2+10.5% | Added |
| Crewe Advisors LLC | 21 | $20.5K | 0.00% | +13+162.5% | Added |
| Rialto Wealth Management, LLC | 22 | $21.5K | 0.00% | +5+29.4% | Added |
| Tiaa Trust, National Association | 23 | $22.5K | 0.00% | −498−95.6% | Reduced |
| Mascoma Wealth Management LLC | 23 | $22.5K | 0.00% | 00.0% | Unchanged |
| Access Investment Management LLC | 23 | $22.5K | 0.01% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 23 | $22.5K | 0.01% | +8+53.3% | Added |
| Spectrum Wealth Advisory Group, LLC | 23 | $22.6K | 0.01% | +23 | New |
| Hallmark Capital Management Inc | 24 | $23.5K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 24 | $23.5K | 0.00% | +5+26.3% | Added |
| Raffa Wealth Management, LLC | 25 | $24.5K | 0.00% | −15−37.5% | Reduced |
| Bangor Savings Bank | 25 | $24.5K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 25 | $24.5K | 0.01% | 00.0% | Unchanged |
| BankPlus Trust Department | 25 | $24.5K | 0.01% | 00.0% | Unchanged |
| NorthAvenue LLC | 25 | $24.5K | 0.02% | 00.0% | Unchanged |
| Graney & King, LLC | 25 | $24.7K | 0.01% | +8+47.1% | Added |
| 1015 Capital Partners, LLC | 26 | $25.4K | 0.02% | +3+13.0% | Added |
| Covestor Ltd | 26 | $26.0K | 0.02% | −1−3.7% | Reduced |
| Westside Investment Management, Inc. | 27 | $26.4K | 0.00% | 00.0% | Unchanged |
| Marshall Investment Management, LLC | 27 | $26.4K | 0.01% | +27 | New |
| TD Capital Management LLC | 27 | $26.5K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 28 | $27.4K | 0.01% | +28 | New |
| Prestige Wealth Management Group LLC | 28 | $27.4K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 28 | $27.9K | 0.01% | −100−78.1% | Reduced |
| Truvestments Capital LLC | 29 | $28.4K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 29 | $28.4K | 0.01% | +8+38.1% | Added |
| Axxion S.A. | 29 | $28.4K | 0.00% | +29 | New |
| Atlantic Edge Private Wealth Management, LLC | 30 | $29.3K | 0.01% | +18+150.0% | Added |
| HFM Investment Advisors, LLC | 35 | $34.2K | 0.01% | +3+9.4% | Added |
| Clal Insurance Enterprises Holdings Ltd | 36 | $35.0K | 0.00% | −8−18.2% | Reduced |
| Key Financial Inc | 36 | $35.2K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 36 | $35.2K | 0.01% | −8−18.2% | Reduced |
| Kilter Group LLC | 36 | $35.2K | 0.01% | 00.0% | Unchanged |
| American National Bank | 39 | $38.1K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 39 | $38.1K | 0.01% | −5−11.4% | Reduced |
| Torren Management, LLC | 39 | $38.1K | 0.02% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 39 | $38.1K | 0.00% | +2+5.4% | Added |
| West Branch Capital LLC | 40 | $39.1K | 0.01% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 41 | $40.1K | 0.01% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 41 | $40.1K | 0.02% | +6+17.1% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 41 | $40.1K | 0.01% | +24+141.2% | Added |
| Guardian Partners Inc. | 43 | $42.1K | 0.00% | +43 | New |
| Arcadia Investment Advisors LLC | 44 | $43.0K | 0.02% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 45 | $44.0K | 0.01% | +5+12.5% | Added |
| Wilkerson Advisory Group LLC | 46 | $45.0K | 0.01% | −3−6.1% | Reduced |
| Rational Advisors LLC | 46 | $45.0K | 0.00% | +5+12.2% | Added |
| TFC Financial Management | 46 | $45.0K | 0.00% | +41+820.0% | Added |
| Avion Wealth | 47 | $45.0K | 0.01% | +1+2.2% | Added |
| Trust Co | 46 | $45.1K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 47 | $46.0K | 0.00% | +2+4.4% | Added |
| Proffitt & Goodson Inc | 48 | $47.0K | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 49 | $47.9K | 0.02% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 49 | $47.9K | 0.03% | +2+4.3% | Added |
| New England Capital Financial Advisors LLC | 49 | $48.1K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 50 | $48.9K | 0.00% | −20−28.6% | Reduced |
| Clean Yield Group | 50 | $48.9K | 0.01% | 00.0% | Unchanged |
| Walsh & Associates, LLC | 50 | $48.9K | 0.04% | 00.0% | Unchanged |
| Rossby Financial, LCC | 51 | $49.9K | 0.01% | −10−16.4% | Reduced |
| Meeder Asset Management Inc | 51 | $49.9K | 0.00% | +9+21.4% | Added |
| WealthCollab, LLC | 52 | $50.9K | 0.02% | 00.0% | Unchanged |
| Entrust Financial LLC | 53 | $51.8K | 0.03% | 00.0% | Unchanged |
| SHP Wealth Management | 53 | $52.1K | 0.00% | +23+76.7% | Added |
| Pingora Partners LLC | 55 | $53.8K | 0.03% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 55 | $53.8K | 0.01% | +28+103.7% | Added |
| First United Bank Trust | 56 | $54.8K | 0.02% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 57 | $55.8K | 0.04% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 58 | $56.7K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 59 | $57.7K | 0.01% | 00.0% | Unchanged |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 60 | $58.7K | 0.04% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 61 | $59.7K | 0.01% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 68 | $60.9K | 0.04% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 63 | $61.6K | 0.01% | 00.0% | Unchanged |
| Financial Consulate, Inc | 63 | $61.6K | 0.01% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 63 | $61.6K | 0.01% | 00.0% | Unchanged |
| Phillip James Consulting Co. | 64 | $62.6K | 0.05% | +64 | New |