| Mowery & Schoenfeld Wealth Management, LLC | 226 | $39.8K | 0.06% | +226 | New |
| Ancora Advisors, LLC | 220 | $38.8K | 0.00% | −5−2.2% | Reduced |
| Pinnacle Bancorp, Inc. | 220 | $38.8K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 213 | $37.5K | 0.01% | +114+115.2% | Added |
| Tyler-Stone Wealth Management | 211 | $37.3K | 0.02% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 211 | $37.2K | 0.02% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 205 | $36.1K | 0.01% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 205 | $36.1K | 0.02% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 202 | $35.6K | 0.01% | +202 | New |
| Koesten, Hirschmann & Crabtree, INC. | 208 | $34.0K | 0.02% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 191 | $33.6K | 0.01% | +8+4.4% | Added |
| Core Alternative Capital | 177 | $31.2K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 179 | $31.0K | 0.00% | −8−4.3% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 174 | $30.7K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 168 | $30.0K | 0.00% | +168 | New |
| Private Wealth Management Group, LLC | 167 | $29.4K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 155 | $27.0K | 0.01% | +155 | New |
| Naples Money Management LLC | 150 | $26.9K | 0.02% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 149 | $26.3K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 141 | $24.8K | 0.00% | +83+143.1% | Added |
| Valued Wealth Advisors LLC | 140 | $24.7K | 0.02% | +17+13.8% | Added |
| North Star Investment Management Corp. | 134 | $23.6K | 0.00% | 00.0% | Unchanged |
| Family Firm, Inc. | 131 | $23.2K | 0.01% | +131 | New |
| Northwest Capital Management Inc | 130 | $22.9K | 0.01% | −115−46.9% | Reduced |
| Frazier Financial Advisors, LLC | 129 | $22.7K | 0.02% | +13+11.2% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 120 | $21.0K | 0.01% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 119 | $21.0K | 0.00% | −25−17.4% | Reduced |
| WealthCollab, LLC | 118 | $20.8K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 117 | $20.6K | 0.00% | +85+265.6% | Added |
| HM Payson & Co | 116 | $20.5K | 0.00% | +15+14.9% | Added |
| Delta Asset Management LLC | 115 | $20.3K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 103 | $20.1K | 0.01% | +103 | New |
| Bank & Trust Co | 111 | $19.6K | 0.02% | +111 | New |
| Stone House Investment Management, LLC | 110 | $19.4K | 0.01% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 11,229 | $19.0K | 0.00% | +11,229 | New |
| First Financial Corp | 105 | $18.5K | 0.01% | −69−39.7% | Reduced |
| Tidemark, LLC | 104 | $18.3K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 104 | $18.2K | 0.01% | +47+82.5% | Added |
| Itau Unibanco Holding S.A. | 103 | $18.1K | 0.00% | +103 | New |
| Archer Investment Corp | 101 | $17.9K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 101 | $17.8K | 0.01% | −5−4.7% | Reduced |
| Gables Capital Management Inc. | 100 | $17.6K | 0.01% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 100 | $17.6K | 0.01% | +100 | New |
| City Holding Co | 95 | $16.7K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 93 | $16.4K | 0.00% | −3−3.1% | Reduced |
| Fortitude Family Office, LLC | 92 | $16.2K | 0.01% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 89 | $15.7K | 0.01% | +89 | New |
| Laurel Wealth Advisors LLC | 86 | $15.2K | 0.00% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 87 | $15.0K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 85 | $15.0K | 0.01% | +85 | New |
| Front Row Advisors LLC | 85 | $15.0K | 0.01% | −30−26.1% | Reduced |
| REAP Financial Group, LLC | 82 | $14.5K | 0.00% | −6−6.8% | Reduced |
| Concord Wealth Partners | 75 | $13.2K | 0.00% | −44−37.0% | Reduced |
| Planning Capital Management Corp | 75 | $13.2K | 0.01% | −30−28.6% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 74 | $13.2K | 0.00% | +4+5.7% | Added |
| Bruce G. Allen Investments, LLC | 74 | $13.0K | 0.01% | −15−16.9% | Reduced |
| Strengthening Families & Communities, LLC | 73 | $13.0K | 0.00% | +73 | New |
| Dunhill Financial, LLC | 73 | $12.8K | 0.01% | +11+17.7% | Added |
| DT Investment Partners, LLC | 72 | $12.7K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 71 | $12.5K | 0.01% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 69 | $12.2K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 65 | $11.5K | 0.00% | +65 | New |
| Eagle Bay Advisors LLC | 65 | $11.5K | 0.01% | −2−3.0% | Reduced |
| Pineridge Advisors LLC | 62 | $10.9K | 0.00% | +42+210.0% | Added |
| New England Capital Financial Advisors LLC | 60 | $10.6K | 0.01% | 00.0% | Unchanged |
| Aspect Partners, LLC | 60 | $10.6K | 0.01% | 00.0% | Unchanged |
| McMahon Financial Advisors, LLC | 60 | $10.6K | 0.00% | +60 | New |
| RFP Financial Group LLC | 57 | $10.0K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 53 | $9.34K | 0.00% | +53 | New |
| Fairway Wealth LLC | 53 | $9.34K | 0.01% | +53 | New |
| Brown, Lisle/Cummings, Inc. | 50 | $8.81K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 50 | $8.81K | 0.01% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 50 | $8.81K | 0.00% | +4+8.7% | Added |
| HHM Wealth Advisors, LLC | 52 | $8.70K | 0.00% | +52 | New |
| Perkins Coie Trust Co | 49 | $8.63K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 45 | $7.93K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 44 | $7.75K | 0.00% | 00.0% | Unchanged |
| One River Asset Management, LLC | 43 | $7.58K | 0.00% | +43 | New |
| Optiver Holding B.V. | 40 | $7.05K | 0.00% | −3,222−98.8% | Reduced |
| Avion Wealth | 43 | $7.00K | 0.00% | +12+38.7% | Added |
| Raffa Wealth Management, LLC | 39 | $6.87K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 35 | $6.17K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 33 | $5.88K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 33 | $5.81K | 0.01% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 35 | $5.71K | 0.00% | −103−74.6% | Reduced |
| Paladin Advisory Group, LLC | 31 | $5.55K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 31 | $5.46K | 0.00% | +2+6.9% | Added |
| Redmont Wealth Advisors LLC | 30 | $5.29K | 0.01% | −100−76.9% | Reduced |
| Transcendent Capital Group LLC | 30 | $5.29K | 0.00% | 00.0% | Unchanged |
| EnRich Financial Partners LLC | 27 | $4.76K | 0.00% | +27 | New |
| Insight Financial Services | 26 | $4.58K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 25 | $4.42K | 0.00% | +25 | New |
| Delos Wealth Advisors, LLC | 25 | $4.41K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 26 | $4.00K | 0.00% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 24 | $3.92K | 0.00% | +24 | New |
| Highline Wealth Partners LLC | 21 | $3.72K | 0.00% | +3+16.7% | Added |
| SOA Wealth Advisors, LLC. | 21 | $3.70K | 0.00% | 00.0% | Unchanged |
| City State Bank | 20 | $3.52K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 20 | $3.52K | 0.00% | +2+11.1% | Added |
| Rakuten Securities, Inc. | 19 | $3.35K | 0.00% | −3−13.6% | Reduced |
