| LifeSteps Financial, Inc. | 64 | $40.9K | 0.02% | +64 | New |
| Wellington-Altus USA Inc. | 151 | $40.8K | 0.03% | +55+57.3% | Added |
| American National Bank | 61 | $39.0K | 0.00% | +61 | New |
| Banque Transatlantique SA | 57 | $36.4K | 0.00% | +57 | New |
| Asset Dedication, LLC | 56 | $35.8K | 0.00% | +37+194.7% | Added |
| Newbridge Financial Services Group, Inc. | 56 | $35.8K | 0.00% | +56 | New |
| Bayforest Capital Ltd | 55 | $35.1K | 0.03% | −25−31.3% | Reduced |
| Marquette Asset Management, LLC | 55 | $35.1K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 55 | $35.1K | 0.00% | +35+175.0% | Added |
| DiNuzzo Private Wealth, Inc. | 52 | $33.2K | 0.00% | +1+2.0% | Added |
| Colonial Trust Co | 51 | $32.8K | 0.00% | −13−20.3% | Reduced |
| Trust Co of Toledo NA | 51 | $32.6K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 51 | $32.6K | 0.00% | +20+64.5% | Added |
| ORG Wealth Partners, LLC | 51 | $32.6K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 50 | $31.9K | 0.01% | 00.0% | Unchanged |
| Berbice Capital Management LLC | 50 | $31.9K | 0.02% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 50 | $31.9K | 0.01% | +50 | New |
| ZRC Wealth Management, LLC | 49 | $31.3K | 0.01% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 49 | $31.3K | 0.02% | +1+2.1% | Added |
| Vanguard National Trust Co | 49 | $31.3K | 0.00% | +49 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 48 | $30.7K | 0.00% | +48 | New |
| Nemes Rush Group LLC | 47 | $30.0K | 0.00% | +19+67.9% | Added |
| Highline Wealth Partners LLC | 47 | $30.0K | 0.01% | +2+4.4% | Added |
| Bare Financial Services, Inc | 47 | $30.0K | 0.01% | +26+123.8% | Added |
| NBC Securities, Inc. | 47 | $30.0K | 0.00% | +27+135.0% | Added |
| Dunhill Financial, LLC | 45 | $29.0K | 0.01% | −2−4.3% | Reduced |
| Gleason Group, Inc. | 45 | $28.7K | 0.00% | +45 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 44 | $28.1K | 0.04% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 44 | $28.1K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 42 | $26.9K | 0.01% | −34−44.7% | Reduced |
| Corsicana & Co. | 40 | $25.5K | 0.01% | +40 | New |
| Creative Capital Management Investments LLC | 39 | $24.9K | 0.01% | +39 | New |
| IMA Wealth, Inc. | 38 | $24.3K | 0.00% | +15+65.2% | Added |
| Aspect Partners, LLC | 37 | $23.6K | 0.01% | −22−37.3% | Reduced |
| High Note Wealth, LLC | 37 | $23.6K | 0.00% | +2+5.7% | Added |
| FWL Investment Management, LLC | 37 | $23.6K | 0.00% | +37 | New |
| Alpha Financial Advisors, LLC | 37 | $23.6K | 0.01% | +37 | New |
| Markowski Investments | 37 | $23.6K | 0.01% | +37 | New |
| Manning & Napier Advisors LLC | 35 | $22.8K | 0.00% | +35 | New |
| Atlantic Edge Private Wealth Management, LLC | 35 | $22.4K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 35 | $22.4K | 0.00% | 00.0% | Unchanged |
| City State Bank | 35 | $22.4K | 0.01% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 34 | $21.7K | 0.00% | +18+112.5% | Added |
| Pinnacle Bancorp, Inc. | 34 | $21.7K | 0.01% | −37−52.1% | Reduced |
| Plante Moran Financial Advisors, LLC | 34 | $21.7K | 0.00% | +1+3.0% | Added |
| Whipplewood Advisors, LLC | 33 | $21.1K | 0.01% | −486−93.6% | Reduced |
| Bravera Wealth | 33 | $21.1K | 0.01% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 32 | $20.4K | 0.01% | +16+100.0% | Added |
| Capital Advisors, Ltd. LLC | 31 | $20.0K | 0.00% | +2+6.9% | Added |
| One River Asset Management, LLC | 30 | $19.2K | 0.09% | +30 | New |
| Point Nemo Capital, LLC | 30 | $19.2K | 0.01% | +30 | New |
| Barrett & Company, Inc. | 29 | $18.5K | 0.01% | 00.0% | Unchanged |
| NVWM, LLC | 29 | $18.5K | 0.00% | +1+3.6% | Added |
| Delos Wealth Advisors, LLC | 29 | $18.5K | 0.01% | +29 | New |
| Anchor Investment Management, LLC | 28 | $17.9K | 0.00% | +28 | New |
| Allied Private Wealth LLC | 32 | $17.6K | 0.01% | +32 | New |
| Brown, Lisle/Cummings, Inc. | 27 | $17.3K | 0.00% | −1−3.6% | Reduced |
| Caitong International Asset Management Co., Ltd | 26 | $16.6K | 0.00% | −19,584−99.9% | Reduced |
| Investment Counsel Co of Nevada | 26 | $16.6K | 0.03% | +26 | New |
| Smithfield Trust Co | 26 | $16.0K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 24 | $15.3K | 0.00% | +1+4.3% | Added |
| Valued Wealth Advisors LLC | 24 | $15.3K | 0.01% | +5+26.3% | Added |
| Caldwell Sutter Capital, Inc. | 24 | $15.3K | 0.01% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 24 | $15.3K | 0.01% | +2+9.1% | Added |
| Bangor Savings Bank | 23 | $14.7K | 0.00% | 00.0% | Unchanged |
| Benson Wealth Management INC | 23 | $14.7K | 0.01% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 23 | $14.7K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 23 | $14.7K | 0.00% | +3+15.0% | Added |
| Bryn Mawr Trust Co | 22 | $14.1K | 0.00% | −13−37.1% | Reduced |
| Quest 10 Wealth Builders, Inc. | 22 | $14.1K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 22 | $14.1K | 0.00% | +22 | New |
| Investors Portfolio Services LLC | 20 | $12.8K | 0.01% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 20 | $12.8K | 0.00% | −1−4.8% | Reduced |
| Thompson Investment Management, Inc. | 20 | $12.8K | 0.00% | +20 | New |
| N.E.W. Advisory Services LLC | 19 | $12.2K | 0.00% | +7+58.3% | Added |
| Kennebec Savings Bank | 19 | $12.1K | 0.01% | 00.0% | Unchanged |
| Vision Retirement, LLC | 18 | $11.5K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 18 | $11.5K | 0.01% | +1+5.9% | Added |
| BOK Financial Private Wealth, Inc. | 18 | $11.5K | 0.00% | +18 | New |
| Smallwood Wealth Investment Management, LLC | 18 | $11.5K | 0.01% | −37−67.3% | Reduced |
| Quaker Wealth Management, LLC | 17 | $10.9K | 0.00% | −6−26.1% | Reduced |
| Wolff Wiese Magana LLC | 17 | $10.9K | 0.00% | +2+13.3% | Added |
| Trust Co of Vermont | 17 | $10.9K | 0.00% | +17 | New |
| Strengthening Families & Communities, LLC | 17 | $10.9K | 0.00% | +17 | New |
| Gordian Capital Singapore Pte Ltd | 16 | $10.2K | 0.02% | +15+1,500.0% | Added |
| Hanson & Doremus Investment Management | 15 | $10.0K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 15 | $9.58K | 0.00% | −10−40.0% | Reduced |
| Washington Trust Advisors, Inc. | 15 | $9.58K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 15 | $9.58K | 0.01% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 15 | $9.58K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 15 | $9.58K | 0.00% | +5+50.0% | Added |
| Frazier Financial Advisors, LLC | 15 | $9.58K | 0.00% | +15 | New |
| Planning Strategies Inc. | 15 | $9.58K | 0.01% | +15 | New |
| DecisionPoint Financial, LLC | 14 | $8.38K | 0.00% | +7+100.0% | Added |
| Tounjian Advisory Partners, LLC | 13 | $8.32K | 0.00% | +13 | New |
| Mascoma Wealth Management LLC | 13 | $8.30K | 0.00% | +9+225.0% | Added |
| Albion Financial Group | 12 | $7.67K | 0.00% | −100−89.3% | Reduced |
| Strategic Investment Solutions, Inc. | 12 | $7.67K | 0.00% | +12 | New |
| Dorato Capital Management | 13 | $7.57K | 0.01% | −3−18.8% | Reduced |
| Chelsea Counsel Co | 11 | $7.03K | 0.00% | +11 | New |