| Centricity Wealth Management, LLC | 186 | $28.6K | 0.03% | +186 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 188 | $28.9K | 0.06% | +188 | New |
| Stephens Consulting, LLC | 193 | $29.6K | 0.01% | −27−12.3% | Reduced |
| PFS Partners, LLC | 193 | $29.6K | 0.02% | 00.0% | Unchanged |
| Evelyn Partners Asset Management Ltd | 197 | $30.3K | 0.01% | +197 | New |
| First Pacific Financial | 200 | $30.7K | 0.01% | 00.0% | Unchanged |
| Pingora Partners LLC | 200 | $30.7K | 0.02% | 00.0% | Unchanged |
| NCP Inc. | 200 | $30.7K | 0.02% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 200 | $31.0K | 0.01% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 202 | $31.0K | 0.01% | +202 | New |
| Accordant Advisory Group Inc | 210 | $32.3K | 0.03% | 00.0% | Unchanged |
| PMV Capital Advisers, LLC | 211 | $32.4K | 0.09% | +211 | New |
| Kempen Capital Management N.V. | 217 | $33.3K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 217 | $33.3K | 0.02% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 220 | $33.8K | 0.02% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 225 | $34.0K | 0.03% | −572−71.8% | Reduced |
| Bray Capital Advisors | 228 | $35.0K | 0.01% | 00.0% | Unchanged |
| Core Alternative Capital | 230 | $35.3K | 0.01% | 00.0% | Unchanged |
| High Note Wealth, LLC | 230 | $35.3K | 0.01% | +230 | New |
| DHJJ Financial Advisors, Ltd. | 236 | $36.3K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 246 | $37.8K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 244 | $38.0K | 0.01% | −82−25.2% | Reduced |
| Synergy Financial Management, LLC | 224 | $38.1K | 0.00% | +224 | New |
| Cypress Capital Management LLC (WY) | 250 | $38.4K | 0.04% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 253 | $38.9K | 0.01% | −127−33.4% | Reduced |
| Redwood Park Advisors LLC | 258 | $39.6K | 0.03% | +258 | New |
| Aventura Private Wealth, LLC | 261 | $40.1K | 0.02% | +261 | New |
| Tacita Capital Inc | 270 | $41.5K | 0.03% | −195−41.9% | Reduced |
| Legacy Investment Solutions, LLC | 247 | $41.5K | 0.03% | +7+2.9% | Added |
| Legacy Wealth Managment, LLC | 247 | $41.5K | 0.03% | +7+2.9% | Added |
| Ruedi Wealth Management, Inc. | 271 | $41.7K | 0.01% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 274 | $42.0K | 0.02% | 00.0% | Unchanged |
| Wintrust Investments LLC | 284 | $43.0K | 0.04% | −482−62.9% | Reduced |
| Coston, McIsaac & Partners | 285 | $43.0K | 0.01% | 00.0% | Unchanged |
| Vista Private Wealth Partners. LLC | 285 | $43.8K | 0.02% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 295 | $45.3K | 0.02% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 300 | $46.1K | 0.03% | 00.0% | Unchanged |
| Mainstream Capital Management LLC | 302 | $46.4K | 0.03% | +302 | New |
| Spurstone Advisory Services, LLC | 306 | $47.0K | 0.90% | +306 | New |
| BankPlus Trust Department | 306 | $47.0K | 0.02% | +306 | New |
| Cherry Tree Wealth Management, LLC | 308 | $47.3K | 0.01% | −9−2.8% | Reduced |
| Park Square Financial Group, LLC | 313 | $48.1K | 0.03% | +313 | New |
| New England Capital Financial Advisors LLC | 315 | $48.4K | 0.02% | +2+0.6% | Added |
| Activest Wealth Management | 317 | $48.7K | 0.01% | +134+73.2% | Added |
| Creekmur Asset Management LLC | 321 | $49.2K | 0.01% | +2+0.6% | Added |
| Abound Wealth Management | 322 | $49.4K | 0.02% | −142−30.6% | Reduced |
| Colonial Trust Advisors | 326 | $50.1K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 326 | $50.1K | 0.04% | +326 | New |
| Avalon Trust Co | 327 | $50.2K | 0.00% | −14−4.1% | Reduced |
| American Capital Advisory, LLC | 329 | $50.5K | 0.03% | 00.0% | Unchanged |
| WealthCollab, LLC | 331 | $50.9K | 0.03% | −79−19.3% | Reduced |
| Stuart Chaussee & Associates, Inc. | 336 | $51.6K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 339 | $52.1K | 0.01% | −55−14.0% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 344 | $52.8K | 0.02% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 344 | $52.9K | 0.05% | +344 | New |
| Mark Sheptoff Financial Planning, LLC | 347 | $53.3K | 0.03% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 340 | $53.4K | 0.05% | +340 | New |
| Kieckhefer Group LLC | 350 | $53.8K | 0.03% | +350 | New |
| Pineridge Advisors LLC | 354 | $54.4K | 0.02% | +337+1,982.4% | Added |
| Piscataqua Savings Bank | 366 | $56.2K | 0.05% | 00.0% | Unchanged |
| Nova Wealth Management, Inc. | 370 | $56.8K | 0.05% | +370 | New |
| Valued Wealth Advisors LLC | 374 | $57.5K | 0.04% | +93+33.1% | Added |
| WPG Advisers, LLC | 377 | $57.9K | 0.05% | +377 | New |
| Avion Wealth | 378 | $58.0K | 0.01% | +282+293.8% | Added |
| Transce3nd, LLC | 383 | $58.9K | 0.02% | +383 | New |
| POM Investment Strategies, LLC | 385 | $59.1K | 0.04% | +2+0.5% | Added |
| Western Pacific Wealth Management, LP | 400 | $61.4K | 0.05% | 00.0% | Unchanged |
| Curio Wealth, LLC | 400 | $61.4K | 0.03% | +400 | New |
| Evelyn Partners Investment Management LLP | 400 | $61.4K | 0.00% | +400 | New |
| Costello Asset Management, INC | 405 | $62.2K | 0.04% | −15−3.6% | Reduced |
| Evermay Wealth Management LLC | 413 | $63.4K | 0.01% | −11−2.6% | Reduced |
| Bernard Wealth Management Corp. | 416 | $63.9K | 0.03% | +416 | New |
| Tortoise Investment Management, LLC | 418 | $64.3K | 0.01% | 00.0% | Unchanged |
| Centennial Bank | 419 | $64.4K | 0.03% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 430 | $66.0K | 0.02% | 00.0% | Unchanged |
| New Wave Wealth Advisors LLC | 435 | $66.8K | 0.03% | +435 | New |
| Davis Capital Management | 440 | $67.6K | 0.06% | 00.0% | Unchanged |
| Bellevue Group AG | 447 | $68.7K | 0.00% | +20+4.7% | Added |
| GKV Capital Management Co., Inc. | 448 | $68.8K | 0.03% | +448 | New |
| Strategic Investment Solutions, Inc. | 449 | $69.0K | 0.02% | 00.0% | Unchanged |
| Wingate Wealth Advisors, Inc. | 451 | $69.2K | 0.07% | +451 | New |
| Fortitude Family Office, LLC | 451 | $69.3K | 0.02% | +56+14.2% | Added |
| Cassady Schiller Wealth Management, LLC | 477 | $73.3K | 0.03% | +65+15.8% | Added |
| Sittner & Nelson, LLC | 483 | $74.2K | 0.03% | +8+1.7% | Added |
| Ameriflex Group, Inc. | 429 | $74.3K | 0.03% | +429 | New |
| City State Bank | 487 | $74.8K | 0.03% | −26−5.1% | Reduced |
| Bruce G. Allen Investments, LLC | 503 | $77.3K | 0.06% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 505 | $77.6K | 0.01% | +2+0.4% | Added |
| Winch Advisory Services, LLC | 515 | $79.1K | 0.02% | −55−9.6% | Reduced |
| Carolinas Wealth Consulting LLC | 517 | $79.4K | 0.02% | −10−1.9% | Reduced |
| Chelsea Counsel Co | 518 | $79.6K | 0.04% | 00.0% | Unchanged |
| Clean Yield Group | 519 | $79.7K | 0.03% | 00.0% | Unchanged |
| Granite FO LLC | 533 | $81.9K | 0.05% | 00.0% | Unchanged |
| Keener Financial Planning LLC | 548 | $84.0K | 0.05% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 548 | $84.2K | 0.16% | −662−54.7% | Reduced |
| Cornerstone Planning Group LLC | 501 | $85.7K | 0.02% | −35−6.5% | Reduced |
| Vestor Capital, LLC | 559 | $86.0K | 0.01% | −185−24.9% | Reduced |
| AlphaMark Advisors, LLC | 560 | $86.0K | 0.04% | +560 | New |
| REAP Financial Group, LLC | 560 | $86.1K | 0.02% | +265+89.8% | Added |
| Bank of Jackson Hole Trust | 566 | $86.9K | 0.06% | +566 | New |