| Farmers & Merchants Investments Inc | 88 | $24.0K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 84 | $23.5K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 86 | $23.4K | 0.01% | +3+3.6% | Added |
| GHP Investment Advisors, Inc. | 85 | $23.1K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 85 | $23.1K | 0.01% | +85 | New |
| Bravera Wealth | 84 | $22.9K | 0.01% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 83 | $22.6K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 74 | $20.2K | 0.00% | −9−10.8% | Reduced |
| Covestor Ltd | 73 | $20.0K | 0.01% | +8+12.3% | Added |
| GoalVest Advisory LLC | 73 | $19.9K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 70 | $19.7K | 0.00% | −680−90.7% | Reduced |
| New England Capital Financial Advisors LLC | 71 | $19.4K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 70 | $19.0K | 0.00% | +13+22.8% | Added |
| Evelyn Partners Investment Management (Europe) Ltd | 67 | $18.2K | 0.01% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 63 | $17.2K | 0.00% | +63 | New |
| Quent Capital, LLC | 63 | $17.2K | 0.00% | −6−8.7% | Reduced |
| MV Capital Management, Inc. | 62 | $16.9K | 0.00% | +21+51.2% | Added |
| Fortitude Family Office, LLC | 62 | $16.9K | 0.00% | +23+59.0% | Added |
| Evelyn Partners Investment Management Services Ltd | 62 | $16.9K | 0.00% | +62 | New |
| Signature Equity Partners, LLC | 59 | $15.9K | 0.01% | −4−6.3% | Reduced |
| McIlrath & Eck, LLC | 57 | $15.5K | 0.00% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 56 | $15.2K | 0.01% | +56 | New |
| RWM Asset Management, LLC | 55 | $15.0K | 0.00% | +55 | New |
| TFC Financial Management | 53 | $14.4K | 0.00% | +48+960.0% | Added |
| SHP Wealth Management | 52 | $14.1K | 0.00% | +11+26.8% | Added |
| Rossby Financial, LCC | 50 | $14.0K | 0.00% | +26+108.3% | Added |
| Truvestments Capital LLC | 51 | $13.9K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 49 | $13.3K | 0.00% | −90−64.7% | Reduced |
| Delta Asset Management LLC | 49 | $13.3K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 47 | $12.8K | 0.01% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 47 | $12.8K | 0.00% | +24+104.3% | Added |
| Timothy G. Youngquist 2020 Irrevocable Trust | 46 | $12.5K | 0.01% | +46 | New |
| LRI Investments, LLC | 45 | $12.3K | 0.00% | −23−33.8% | Reduced |
| Addison Advisors LLC | 44 | $12.0K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 44 | $12.0K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 42 | $11.4K | 0.01% | −154−78.6% | Reduced |
| Sound Income Strategies, LLC | 36 | $10.1K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 37 | $10.1K | 0.00% | −13−26.0% | Reduced |
| Morse Asset Management, Inc | 36 | $9.80K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 36 | $9.80K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 36 | $9.80K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 34 | $9.62K | 0.00% | +28+466.7% | Added |
| Old Point Trust & Financial Services N A | 35 | $9.53K | 0.00% | −70−66.7% | Reduced |
| Legacy Bridge, LLC | 35 | $9.53K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 34 | $9.26K | 0.00% | +16+88.9% | Added |
| Grove Bank & Trust | 32 | $8.71K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 32 | $8.71K | 0.00% | +6+23.1% | Added |
| Prestige Wealth Management Group LLC | 31 | $8.44K | 0.00% | −2,035−98.5% | Reduced |
| DT Investment Partners, LLC | 31 | $8.44K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 31 | $8.44K | 0.00% | +1+3.3% | Added |
| Basepoint Wealth LLC | 30 | $8.29K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 30 | $8.17K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 30 | $8.17K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 29 | $8.13K | 0.00% | −3−9.4% | Reduced |
| Transamerica Financial Advisors, Inc. | 29 | $7.90K | 0.00% | +17+141.7% | Added |
| Carolina Wealth Advisors, LLC | 29 | $7.90K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 29 | $7.90K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 28 | $7.63K | 0.00% | −9−24.3% | Reduced |
| Cornerstone Financial Management LLC | 28 | $7.62K | 0.01% | +6+27.3% | Added |
| Strengthening Families & Communities, LLC | 28 | $7.50K | 0.00% | +28 | New |
| Ares Financial Consulting, LLC | 26 | $7.28K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 29 | $7.00K | 0.00% | +6+26.1% | Added |
| Steigerwald, Gordon & Koch Inc. | 25 | $6.81K | 0.00% | −27−51.9% | Reduced |
| Kilter Group LLC | 25 | $6.81K | 0.00% | +2+8.7% | Added |
| SOA Wealth Advisors, LLC. | 25 | $6.76K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 24 | $6.54K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 24 | $6.54K | 0.00% | +24 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 24 | $6.53K | 0.00% | −1−4.0% | Reduced |
| Bell Investment Advisors, Inc | 23 | $6.26K | 0.00% | 00.0% | Unchanged |
| Prosperity Bancshares Inc | 22 | $5.99K | 0.00% | +22 | New |
| Silver Grove Financial Group, Inc. | 20 | $5.45K | 0.00% | +20 | New |
| Dogwood Wealth Management LLC | 19 | $5.17K | 0.00% | +2+11.8% | Added |
| First Pacific Financial | 18 | $4.90K | 0.00% | +18 | New |
| Evelyn Partners Asset Management Ltd | 18 | $4.90K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 18 | $4.90K | 0.00% | +16+800.0% | Added |
| Bay Harbor Wealth Management, LLC | 17 | $4.63K | 0.00% | +3+21.4% | Added |
| Financial Management Professionals, Inc. | 17 | $4.63K | 0.00% | +12+240.0% | Added |
| First United Bank Trust | 16 | $4.36K | 0.00% | −8−33.3% | Reduced |
| Wealth Preservation Advisors, LLC | 16 | $4.36K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 15 | $4.08K | 0.00% | −10−40.0% | Reduced |
| Minot DeBlois Advisors LLC | 15 | $4.08K | 0.00% | −10−40.0% | Reduced |
| Capital Advisors, Ltd. LLC | 14 | $4.00K | 0.00% | +3+27.3% | Added |
| Y.D. More Investments Ltd | 4,506 | $3.88K | 0.00% | −114−2.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 14 | $3.83K | 0.00% | −4−22.2% | Reduced |
| ZRC Wealth Management, LLC | 14 | $3.81K | 0.00% | −4−22.2% | Reduced |
| Deane Retirement Strategies, Inc. | 14 | $3.81K | 0.00% | −17,533−99.9% | Reduced |
| RMG Wealth Management LLC | 13 | $3.67K | 0.00% | +13 | New |
| Clark Wealth Partners | 13 | $3.54K | 0.00% | −15−53.6% | Reduced |
| Penserra Capital Management LLC | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 11 | $3.00K | 0.00% | +11 | New |
| Highline Wealth Partners LLC | 10 | $2.73K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 10 | $2.72K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 10 | $2.72K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 10 | $2.72K | 0.00% | +1+11.1% | Added |
| Rialto Wealth Management, LLC | 10 | $2.72K | 0.00% | +4+66.7% | Added |
| Valued Wealth Advisors LLC | 10 | $2.72K | 0.00% | +7+233.3% | Added |
| Arlington Trust Co LLC | 10 | $2.72K | 0.00% | +10 | New |
| CNB Bank | 8 | $2.18K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 8 | $2.18K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 8 | $2.18K | 0.00% | +8 | New |