| Osterweis Capital Management Inc | 180 | $53.7K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 180 | $53.7K | 0.04% | 00.0% | Unchanged |
| Solstein Capital, LLC | 178 | $53.1K | 0.02% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 175 | $52.2K | 0.02% | +25+16.7% | Added |
| True Wealth Design, LLC | 173 | $51.5K | 0.01% | +72+71.3% | Added |
| Main Street Group, LTD | 167 | $49.7K | 0.01% | +1+0.6% | Added |
| Spectrum Wealth Advisory Group, LLC | 166 | $49.5K | 0.01% | +166 | New |
| Copia Wealth Management | 165 | $49.2K | 0.03% | +4+2.5% | Added |
| Gen-Wealth Partners Inc | 162 | $48.3K | 0.01% | +100+161.3% | Added |
| Synergy Investment Management, LLC | 168 | $47.8K | 0.01% | +82+95.3% | Added |
| Aspect Partners, LLC | 160 | $47.7K | 0.02% | −9−5.3% | Reduced |
| Cedar Mountain Advisors, LLC | 160 | $47.7K | 0.01% | −10−5.9% | Reduced |
| Rialto Wealth Management, LLC | 158 | $47.1K | 0.01% | +28+21.5% | Added |
| Bare Financial Services, Inc | 156 | $46.5K | 0.01% | +57+57.6% | Added |
| Sittner & Nelson, LLC | 153 | $45.6K | 0.01% | +14+10.1% | Added |
| Cranbrook Wealth Management, LLC | 150 | $44.7K | 0.01% | 00.0% | Unchanged |
| Planning Strategies Inc. | 147 | $43.8K | 0.03% | +147 | New |
| Advocate Investing Services LLC | 145 | $43.2K | 0.03% | 00.0% | Unchanged |
| High Point Wealth Management, LLC | 145 | $43.1K | 0.04% | +1+0.7% | Added |
| TFC Financial Management | 142 | $42.4K | 0.00% | +11+8.4% | Added |
| Stone House Investment Management, LLC | 141 | $42.0K | 0.01% | +45+46.9% | Added |
| Northstar Asset Management LLC | 150 | $41.9K | 0.01% | +150 | New |
| Caitlin John, LLC | 136 | $40.6K | 0.02% | 00.0% | Unchanged |
| Addison Advisors LLC | 128 | $38.2K | 0.02% | −188−59.5% | Reduced |
| Lummis Asset Management, LP | 128 | $38.2K | 0.02% | +1+0.8% | Added |
| Raffa Wealth Management, LLC | 125 | $37.3K | 0.00% | −2−1.6% | Reduced |
| Signature Resources Capital Management, LLC | 123 | $36.7K | 0.01% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 119 | $35.5K | 0.01% | +35+41.7% | Added |
| TSFG, LLC | 115 | $34.0K | 0.00% | +15+15.0% | Added |
| Harbor Asset Planning, Inc. | 113 | $33.6K | 0.03% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 112 | $33.4K | 0.00% | −155−58.1% | Reduced |
| Marquette Asset Management, LLC | 111 | $33.1K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 104 | $32.4K | 0.29% | −3−2.8% | Reduced |
| Fortis Group Advisors, LLC | 106 | $31.6K | 0.01% | +8+8.2% | Added |
| Flagship Wealth Advisors, LLC | 106 | $31.6K | 0.01% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 104 | $31.0K | 0.01% | +30+40.5% | Added |
| Kilter Group LLC | 103 | $30.7K | 0.01% | +42+68.9% | Added |
| Southern Michigan Bank & Trust | 100 | $29.8K | 0.01% | −200−66.7% | Reduced |
| Tounjian Advisory Partners, LLC | 99 | $29.4K | 0.01% | +99 | New |
| Abound Financial, LLC | 98 | $29.2K | 0.01% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 94 | $28.1K | 0.01% | +5+5.6% | Added |
| Center for Financial Planning, Inc. | 94 | $28.0K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 94 | $28.0K | 0.01% | +5+5.6% | Added |
| Torren Management, LLC | 94 | $28.0K | 0.01% | 00.0% | Unchanged |
| GGM Financials LLC | 94 | $27.9K | 0.01% | +1+1.1% | Added |
| Tidemark, LLC | 90 | $26.8K | 0.01% | 00.0% | Unchanged |
| Essential Investment Partners LLC | 90 | $26.8K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 87 | $26.0K | 0.01% | 00.0% | Unchanged |
| Leo H. Evart, Inc. | 87 | $25.9K | 0.02% | 00.0% | Unchanged |
| Abound Wealth Management | 87 | $25.8K | 0.01% | −187−68.2% | Reduced |
| Lavaca Capital LLC | 85 | $25.3K | 0.00% | +85 | New |
| Strive Financial Group ,LLC | 84 | $25.0K | 0.01% | 00.0% | Unchanged |
| Financial Life Planners | 83 | $24.8K | 0.02% | 00.0% | Unchanged |
| Activest Wealth Management | 83 | $24.7K | 0.00% | −172−67.5% | Reduced |
| Key Capital Management, INC | 83 | $24.7K | 0.01% | −15−15.3% | Reduced |
| BFSG, LLC | 82 | $24.4K | 0.00% | −4−4.7% | Reduced |
| Principia Wealth Advisory, LLC | 81 | $24.1K | 0.01% | +23+39.7% | Added |
| Breakwater Investment Management | 80 | $23.8K | 0.01% | +4+5.3% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 79 | $23.5K | 0.01% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 78 | $23.2K | 0.01% | +78 | New |
| Silicon Valley Capital Partners | 78 | $23.1K | 0.00% | +1+1.3% | Added |
| Gleason Group, Inc. | 77 | $23.0K | 0.00% | +77 | New |
| VSM Wealth Advisory, LLC | 77 | $22.8K | 0.01% | +1+1.3% | Added |
| IAG Wealth Partners, LLC | 75 | $22.4K | 0.00% | 00.0% | Unchanged |
| Maseco LLP | 75 | $22.4K | 0.00% | 00.0% | Unchanged |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 74 | $22.1K | 0.02% | 00.0% | Unchanged |
| Downshift Financial, LLC | 71 | $21.2K | 0.01% | +71 | New |
| Highland Investment Advisors LLC | 70 | $21.0K | 0.01% | +70 | New |
| Global Trust Asset Management, LLC | 67 | $20.0K | 0.01% | −19−22.1% | Reduced |
| Front Row Advisors LLC | 70 | $19.7K | 0.01% | +20+40.0% | Added |
| Delta Asset Management LLC | 65 | $19.4K | 0.00% | −10−13.3% | Reduced |
| Sunrise Financial Services, LLC | 65 | $19.4K | 0.01% | −5−7.1% | Reduced |
| Marshall Investment Management, LLC | 64 | $19.1K | 0.01% | +64 | New |
| Barrett & Company, Inc. | 63 | $18.9K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 63 | $18.8K | 0.01% | 00.0% | Unchanged |
| BNP Paribas | 60 | $17.9K | 0.00% | +60 | New |
| FWL Investment Management, LLC | 60 | $17.9K | 0.00% | +60 | New |
| Cherry Tree Wealth Management, LLC | 60 | $17.7K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 57 | $17.0K | 0.01% | −183−76.3% | Reduced |
| Clal Insurance Enterprises Holdings Ltd | 57 | $17.0K | 0.00% | −17−23.0% | Reduced |
| Vermillion Wealth Management, Inc. | 57 | $17.0K | 0.00% | −63−52.5% | Reduced |
| Security National Bank of So Dak | 56 | $16.7K | 0.01% | +56 | New |
| Nvest Wealth Strategies, Inc. | 55 | $16.4K | 0.01% | −47−46.1% | Reduced |
| Greykasell Wealth Strategies, Inc. | 55 | $16.4K | 0.01% | −43−43.9% | Reduced |
| Fourth Dimension Wealth, LLC | 55 | $16.4K | 0.01% | +55 | New |
| Archer Investment Corp | 53 | $15.9K | 0.00% | +8+17.8% | Added |
| Mascoma Wealth Management LLC | 53 | $15.8K | 0.00% | +1+1.9% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 52 | $15.5K | 0.01% | +52 | New |
| Murphy & Mullick Capital Management Corp | 50 | $14.9K | 0.01% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 50 | $14.9K | 0.01% | +50 | New |
| Bamco Inc | 49 | $14.6K | 0.00% | +49 | New |
| Buck Wealth Strategies, LLC | 49 | $14.6K | 0.00% | +49 | New |
| DiNuzzo Private Wealth, Inc. | 48 | $14.3K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 48 | $14.3K | 0.01% | +3+6.7% | Added |
| Imprint Wealth LLC | 44 | $13.1K | 0.05% | −6−12.0% | Reduced |
| Financial Gravity Companies, Inc. | 44 | $13.1K | 0.00% | +44 | New |
| Investment Research & Advisory Group, Inc. | 25 | $12.8K | 0.00% | +25 | New |
| Gill Capital Partners, LLC | 42 | $12.5K | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 41 | $12.2K | 0.01% | −40−49.4% | Reduced |
| Comprehensive Financial Planning, Inc. | 41 | $12.2K | 0.01% | 00.0% | Unchanged |
