| Financial Consulate, Inc | 129 | $43.2K | 0.00% | +3+2.4% | Added |
| Cornerstone Financial Management LLC | 127 | $42.5K | 0.03% | +46+56.8% | Added |
| Kemnay Advisory Services Inc. | 125 | $41.9K | 0.01% | −454−78.4% | Reduced |
| Center for Financial Planning, Inc. | 124 | $41.5K | 0.00% | −33−21.0% | Reduced |
| Motco | 116 | $38.8K | 0.00% | +2+1.8% | Added |
| HighMark Wealth Management LLC | 115 | $38.5K | 0.01% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 115 | $38.5K | 0.01% | +65+130.0% | Added |
| Heritage Wealth Advisors | 109 | $36.5K | 0.00% | 00.0% | Unchanged |
| Trust Co | 109 | $36.5K | 0.00% | +105+2,625.0% | Added |
| Graney & King, LLC | 107 | $35.9K | 0.01% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 106 | $35.5K | 0.01% | −2,299−95.6% | Reduced |
| Cornerstone Planning Group LLC | 116 | $34.9K | 0.00% | −14−10.8% | Reduced |
| Lloyd Advisory Services, LLC. | 104 | $34.8K | 0.01% | −1,253−92.3% | Reduced |
| Activest Wealth Management | 103 | $34.5K | 0.01% | −1,293−92.6% | Reduced |
| Miller Wealth Advisors, LLC | 100 | $33.5K | 0.01% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 100 | $33.5K | 0.01% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 97 | $32.5K | 0.01% | +3+3.2% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 93 | $31.1K | 0.01% | −10−9.7% | Reduced |
| Roble, Belko & Company, Inc | 92 | $31.0K | 0.00% | +7+8.2% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 92 | $30.8K | 0.01% | +44+91.7% | Added |
| Clear Street Markets LLC | 89 | $29.8K | 0.01% | +26+41.3% | Added |
| South State Corp. | 88 | $29.5K | 0.00% | +32+57.1% | Added |
| Manchester Capital Management LLC | 83 | $27.8K | 0.00% | +1+1.2% | Added |
| United Financial Planning Group LLC | 83 | $27.8K | 0.01% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 80 | $26.8K | 0.00% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 78 | $26.1K | 0.02% | +75+2,500.0% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 79 | $26.0K | 0.01% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 76 | $25.4K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 76 | $25.4K | 0.01% | +76 | New |
| Ameriflex Group, Inc. | 76 | $25.4K | 0.01% | +30+65.2% | Added |
| Aspiring Ventures, LLC | 75 | $25.1K | 0.01% | +75 | New |
| HHM Wealth Advisors, LLC | 74 | $24.8K | 0.00% | +34+85.0% | Added |
| Raffa Wealth Management, LLC | 70 | $23.4K | 0.00% | +3+4.5% | Added |
| Murphy & Mullick Capital Management Corp | 70 | $23.4K | 0.01% | +70 | New |
| Ares Financial Consulting, LLC | 69 | $23.1K | 0.02% | +20+40.8% | Added |
| CNB Bank | 68 | $22.8K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 67 | $22.4K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 67 | $22.4K | 0.01% | +17+34.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 66 | $22.1K | 0.00% | +14+26.9% | Added |
| Tiaa Trust, National Association | 65 | $21.8K | 0.00% | −1,450−95.7% | Reduced |
| StrongBox Wealth, LLC | 65 | $21.8K | 0.01% | +65 | New |
| Anchor Bay Capital, Inc. | 80 | $21.7K | 0.01% | +80 | New |
| Joseph Group Capital Management | 64 | $21.4K | 0.00% | +37+137.0% | Added |
| Retirement Wealth Solutions LLC | 63 | $21.1K | 0.01% | 00.0% | Unchanged |
| CX Institutional | 62 | $21.0K | 0.00% | +11+21.6% | Added |
| Valued Wealth Advisors LLC | 60 | $20.1K | 0.01% | +7+13.2% | Added |
| Aberdeen Wealth Management LLC | 55 | $18.4K | 0.01% | +55 | New |
| Rialto Wealth Management, LLC | 53 | $17.7K | 0.00% | +24+82.8% | Added |
| Hughes Financial Services, LLC | 53 | $17.7K | 0.00% | +11+26.2% | Added |
| Kennebec Savings Bank | 52 | $17.4K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 51 | $17.1K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 50 | $16.7K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 50 | $16.7K | 0.00% | +50 | New |
| Marquette Asset Management, LLC | 49 | $16.4K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 47 | $15.7K | 0.01% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 46 | $15.4K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 46 | $15.4K | 0.00% | −77−62.6% | Reduced |
| Stone House Investment Management, LLC | 45 | $15.1K | 0.00% | +1+2.3% | Added |
| Manning & Napier Advisors LLC | 48 | $14.7K | 0.00% | −10−17.2% | Reduced |
| LFA - Lugano Financial Advisors SA | 44 | $14.7K | 0.01% | +44 | New |
| Triumph Capital Management | 42 | $14.1K | 0.00% | +1+2.4% | Added |
| Gleason Group, Inc. | 42 | $14.1K | 0.00% | +42 | New |
| Westfuller Advisors, LLC | 40 | $13.4K | 0.00% | +6+17.6% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 41 | $13.4K | 0.01% | −16−28.1% | Reduced |
| Coastline Trust Co | 40 | $13.4K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 40 | $13.4K | 0.01% | +40 | New |
| Premier Financial Group | 39 | $13.1K | 0.00% | +39 | New |
| Winthrop Capital Management, LLC | 38 | $13.0K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 40 | $12.5K | 0.01% | 00.0% | Unchanged |
| High Note Wealth, LLC | 35 | $11.7K | 0.00% | −7−16.7% | Reduced |
| Fourth Dimension Wealth, LLC | 35 | $11.7K | 0.00% | +5+16.7% | Added |
| Vanguard National Trust Co | 35 | $11.7K | 0.00% | +35 | New |
| DiNuzzo Private Wealth, Inc. | 34 | $11.4K | 0.00% | +2+6.3% | Added |
| Financial Perspectives, Inc | 32 | $10.7K | 0.00% | +32 | New |
| ZRC Wealth Management, LLC | 30 | $10.0K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 30 | $10.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 29 | $9.71K | 0.00% | +29 | New |
| Cordant, Inc. | 29 | $9.55K | 0.00% | +29 | New |
| Sumitomo Mitsui Financial Group, Inc. | 28 | $9.38K | 0.00% | +28 | New |
| Planning Strategies Inc. | 28 | $9.38K | 0.01% | +28 | New |
| Whipplewood Advisors, LLC | 27 | $9.04K | 0.01% | −277−91.1% | Reduced |
| Principia Wealth Advisory, LLC | 27 | $9.04K | 0.00% | +2+8.0% | Added |
| Marshall Investment Management, LLC | 26 | $8.71K | 0.00% | +2+8.3% | Added |
| Golden State Equity Partners | 25 | $8.39K | 0.02% | −4,471−99.4% | Reduced |
| Wiser Advisor Group LLC | 25 | $8.37K | 0.01% | 00.0% | Unchanged |
| Aspect Partners, LLC | 25 | $8.37K | 0.00% | −12−32.4% | Reduced |
| WealthCollab, LLC | 24 | $8.04K | 0.00% | +15+166.7% | Added |
| IMG Wealth Management, Inc. | 23 | $7.70K | 0.00% | +20+666.7% | Added |
| Medallion Wealth Advisors, LLC | 22 | $7.37K | 0.00% | +7+46.7% | Added |
| HFM Investment Advisors, LLC | 22 | $7.37K | 0.00% | +10+83.3% | Added |
| Lodestone Wealth Management LLC | 22 | $7.37K | 0.00% | 00.0% | Unchanged |
| Baillie Gifford & Co | 22 | $7.37K | 0.00% | +22 | New |
| Westend Capital Management, LLC | 22 | $7.37K | 0.00% | +22 | New |
| Gordian Capital Singapore Pte Ltd | 22 | $7.37K | 0.01% | +22 | New |
| Kilter Group LLC | 21 | $7.03K | 0.00% | +9+75.0% | Added |
| GHP Investment Advisors, Inc. | 19 | $6.36K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 19 | $6.36K | 0.01% | 00.0% | Unchanged |
| Allied Private Wealth LLC | 20 | $6.36K | 0.00% | +20 | New |
| American Capital Advisory, LLC | 18 | $6.03K | 0.00% | +2+12.5% | Added |
| Asset Dedication, LLC | 18 | $6.03K | 0.00% | +18 | New |
