| Hopwood Financial Services, Inc. | 287 | $34.0K | 0.03% | +287 | New |
| Quarry LP | 286 | $33.9K | 0.01% | +5+1.8% | Added |
| Crewe Advisors LLC | 282 | $33.4K | 0.00% | −4−1.4% | Reduced |
| Wingate Wealth Advisors, Inc. | 276 | $32.7K | 0.03% | +276 | New |
| CGC Financial Services, LLC | 275 | $32.6K | 0.01% | +124+82.1% | Added |
| Cape Investment Advisory, Inc. | 274 | $32.5K | 0.01% | +48+21.2% | Added |
| Community Bank, N.A. | 273 | $32.4K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 269 | $32.0K | 0.00% | +12+4.7% | Added |
| Tanglewood Legacy Advisors, LLC | 269 | $31.9K | 0.01% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 267 | $31.6K | 0.02% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 256 | $30.3K | 0.01% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 251 | $29.8K | 0.01% | +251 | New |
| Duncker Streett & Co Inc | 250 | $29.6K | 0.01% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 250 | $29.6K | 0.02% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 247 | $29.3K | 0.03% | +247 | New |
| Strategic Investment Solutions, Inc. | 249 | $28.7K | 0.01% | −2−0.8% | Reduced |
| Bell Investment Advisors, Inc | 238 | $28.2K | 0.01% | +14+6.3% | Added |
| Carolina Wealth Advisors, LLC | 235 | $27.9K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 224 | $26.6K | 0.01% | −9−3.9% | Reduced |
| Grove Bank & Trust | 219 | $26.0K | 0.00% | +87+65.9% | Added |
| Luken Investment Analytics, LLC | 218 | $25.8K | 0.01% | −36−14.2% | Reduced |
| Caitong International Asset Management Co., Ltd | 215 | $25.5K | 0.02% | +215 | New |
| Canton Hathaway, LLC | 210 | $25.0K | 0.01% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 207 | $24.0K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 202 | $23.9K | 0.00% | −177−46.7% | Reduced |
| Cary Street Partner Investment Advisory LLC | 200 | $23.7K | 0.02% | −32,971−99.4% | Reduced |
| Thompson Investment Management, Inc. | 200 | $23.7K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 200 | $23.7K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 200 | $23.7K | 0.01% | +200 | New |
| RE Dickinson Investment Advisors, LLC | 200 | $23.7K | 0.01% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 195 | $23.1K | 0.02% | +195 | New |
| Trivant Custom Portfolio Group, LLC | 194 | $23.0K | 0.01% | 00.0% | Unchanged |
| New Wave Wealth Advisors LLC | 193 | $22.9K | 0.01% | +193 | New |
| Pflug Koory, LLC | 181 | $21.5K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 176 | $20.9K | 0.00% | +127+259.2% | Added |
| Kozak & Associates, Inc. | 175 | $20.9K | 0.00% | +1+0.6% | Added |
| Missouri Trust & Investment Co | 174 | $20.6K | 0.01% | +140+411.8% | Added |
| Oliver Lagore Vanvalin Investment Group | 169 | $20.0K | 0.01% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 168 | $19.9K | 0.01% | 00.0% | Unchanged |
| Avalon Trust Co | 164 | $19.4K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 164 | $19.4K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 161 | $19.1K | 0.00% | +1+0.6% | Added |
| Cherry Tree Wealth Management, LLC | 160 | $19.0K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 156 | $18.5K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 152 | $18.0K | 0.01% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 152 | $18.0K | 0.01% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 154 | $18.0K | 0.01% | +2+1.3% | Added |
| Quest 10 Wealth Builders, Inc. | 150 | $17.8K | 0.02% | +150 | New |
| DHJJ Financial Advisors, Ltd. | 145 | $17.2K | 0.01% | −89−38.0% | Reduced |
| Stephenson National Bank & Trust | 144 | $17.1K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 139 | $16.5K | 0.01% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 131 | $15.5K | 0.00% | 00.0% | Unchanged |
| Lavaca Capital LLC | 131 | $15.5K | 0.01% | +131 | New |
| WPG Advisers, LLC | 131 | $15.5K | 0.01% | +131 | New |
| SJS Investment Consulting Inc. | 129 | $15.2K | 0.00% | −5−3.7% | Reduced |
| Carolinas Wealth Consulting LLC | 129 | $15.2K | 0.00% | +1+0.8% | Added |
| Kieckhefer Group LLC | 124 | $14.7K | 0.01% | +124 | New |
| Meeder Asset Management Inc | 123 | $14.6K | 0.00% | +5+4.2% | Added |
| Clarity Asset Management, Inc. | 121 | $14.4K | 0.01% | +1+0.8% | Added |
| Dunhill Financial, LLC | 120 | $14.2K | 0.01% | +20+20.0% | Added |
| Avion Wealth | 124 | $14.0K | 0.00% | +5+4.2% | Added |
| Kapitalo Investimentos Ltda | 110 | $13.0K | 0.01% | +110 | New |
| PrairieView Partners, LLC | 113 | $13.0K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 108 | $12.8K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 107 | $12.7K | 0.00% | −91−46.0% | Reduced |
| Valued Wealth Advisors LLC | 106 | $12.6K | 0.01% | +10+10.4% | Added |
| ZynergyRetirementPlanningLLC | 100 | $12.1K | 0.01% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 102 | $12.1K | 0.00% | +102 | New |
| Cyrus J. Lawrence, LLC | 106 | $12.0K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 100 | $11.9K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 100 | $11.9K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 100 | $11.9K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 100 | $11.9K | 0.00% | +100 | New |
| Fedenia Advisers LLC | 100 | $11.9K | 0.01% | +100 | New |
| DiNuzzo Private Wealth, Inc. | 95 | $11.3K | 0.00% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 95 | $11.3K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 90 | $11.0K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 90 | $10.7K | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 89 | $10.6K | 0.01% | +89 | New |
| Morse Asset Management, Inc | 86 | $10.2K | 0.00% | −43−33.3% | Reduced |
| Morton Brown Family Wealth, LLC | 85 | $10.1K | 0.00% | 00.0% | Unchanged |
| Capital & Planning, LLC | 85 | $10.1K | 0.01% | +85 | New |
| Roble, Belko & Company, Inc | 81 | $10.0K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 82 | $9.72K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 81 | $9.65K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 78 | $9.24K | 0.00% | +78 | New |
| Center for Financial Planning, Inc. | 78 | $9.21K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 78 | $9.00K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 75 | $9.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 75 | $8.89K | 0.00% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 74 | $8.77K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 71 | $8.42K | 0.00% | +71 | New |
| Kiely Wealth Advisory Group, Inc. | 72 | $8.07K | 0.01% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 72 | $8.06K | 0.00% | +1+1.4% | Added |
| Olistico Wealth, LLC | 68 | $8.03K | 0.00% | +1+1.5% | Added |
| William B. Walkup & Associates, Inc. | 67 | $7.94K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 66 | $7.82K | 0.00% | +64+3,200.0% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 66 | $7.82K | 0.02% | +66 | New |
| Bay Harbor Wealth Management, LLC | 65 | $7.70K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 65 | $7.70K | 0.00% | +65 | New |
