| ORG Partners LLC | 622 | $125.5K | 0.02% | 00.0% | Unchanged |
| Hemington Wealth Management | 622 | $125.0K | 0.03% | +41+7.1% | Added |
| Evelyn Partners Investment Management Services Ltd | 614 | $123.9K | 0.02% | +614 | New |
| Tradewinds Capital Management, LLC | 611 | $123.3K | 0.03% | +5+0.8% | Added |
| Covestor Ltd | 609 | $123.0K | 0.08% | +46+8.2% | Added |
| Endeavor Private Wealth, Inc. | 608 | $122.7K | 0.12% | +608 | New |
| Cyrus J. Lawrence, LLC | 605 | $122.0K | 0.02% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 598 | $120.7K | 0.02% | −40−6.3% | Reduced |
| SRS Capital Advisors, Inc. | 589 | $118.9K | 0.01% | +144+32.4% | Added |
| Briaud Financial Planning, Inc | 585 | $118.0K | 0.05% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 579 | $116.8K | 0.05% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 571 | $115.2K | 0.01% | −520−47.7% | Reduced |
| Essex Investment Management Co LLC | 571 | $115.2K | 0.02% | 00.0% | Unchanged |
| High Note Wealth, LLC | 570 | $115.0K | 0.03% | +570 | New |
| Delos Wealth Advisors, LLC | 565 | $114.0K | 0.09% | −153−21.3% | Reduced |
| Salomon & Ludwin, LLC | 565 | $114.0K | 0.01% | −4−0.7% | Reduced |
| Oarsman Capital, Inc. | 565 | $114.0K | 0.02% | +14+2.5% | Added |
| ZRC Wealth Management, LLC | 562 | $113.5K | 0.05% | +62+12.4% | Added |
| Kohmann Bosshard Financial Services, LLC | 559 | $112.9K | 0.01% | +559 | New |
| Golden State Wealth Management, LLC | 557 | $112.6K | 0.02% | +557 | New |
| IMG Wealth Management, Inc. | 538 | $108.6K | 0.10% | +538 | New |
| Garde Capital, Inc. | 534 | $108.0K | 0.01% | +1+0.2% | Added |
| Darwin Advisors, LLC | 531 | $107.3K | 0.04% | +81+18.0% | Added |
| Vermillion Wealth Management, Inc. | 516 | $104.1K | 0.05% | +516 | New |
| Plante Moran Financial Advisors, LLC | 503 | $101.5K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 503 | $101.5K | 0.02% | +123+32.4% | Added |
| Kentucky Trust Co | 500 | $100.9K | 0.06% | +500 | New |
| Wood Tarver Financial Group, LLC | 500 | $100.0K | 0.03% | +500 | New |
| Boyd Watterson Asset Management LLC | 493 | $99.5K | 0.03% | 00.0% | Unchanged |
| Concord Wealth Partners | 491 | $99.0K | 0.02% | +44+9.8% | Added |
| Pacifica Partners Inc. | 487 | $97.6K | 0.04% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 482 | $97.2K | 0.14% | +2+0.4% | Added |
| Wingate Wealth Advisors, Inc. | 480 | $96.8K | 0.10% | +480 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 470 | $94.8K | 0.03% | +141+42.9% | Added |
| Hollencrest Capital Management | 467 | $94.3K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 454 | $91.6K | 0.02% | −5−1.1% | Reduced |
| Citizens National Bank Trust Department | 450 | $90.8K | 0.02% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 440 | $88.8K | 0.05% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 430 | $86.8K | 0.02% | −85−16.5% | Reduced |
| IAG Wealth Partners, LLC | 423 | $85.4K | 0.02% | +22+5.5% | Added |
| Jackson, Grant Investment Advisers, Inc. | 421 | $85.0K | 0.03% | +312+286.2% | Added |
| Sittner & Nelson, LLC | 420 | $84.8K | 0.04% | +7+1.7% | Added |
| CNB Bank | 419 | $84.5K | 0.04% | −191−31.3% | Reduced |
| Itau Unibanco Holding S.A. | 418 | $84.3K | 0.00% | +49+13.3% | Added |
| Medallion Wealth Advisors, LLC | 385 | $82.0K | 0.04% | +385 | New |
| Cedar Mountain Advisors, LLC | 390 | $78.8K | 0.02% | +376+2,685.7% | Added |
| Sugarloaf Wealth Management, LLC | 390 | $78.7K | 0.01% | 00.0% | Unchanged |
| Measured Risk Portfolios, Inc. | 381 | $76.8K | 0.09% | +381 | New |
| Centerpoint Advisors, LLC | 370 | $75.0K | 0.03% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 365 | $73.7K | 0.05% | +5+1.4% | Added |
| JFS Wealth Advisors, LLC | 365 | $73.7K | 0.01% | +1+0.3% | Added |
| NewSquare Capital LLC | 363 | $73.3K | 0.01% | +163+81.5% | Added |
| Midwest Capital Advisors, LLC | 363 | $73.3K | 0.05% | +363 | New |
| Byrne Asset Management LLC | 351 | $70.8K | 0.05% | −37−9.5% | Reduced |
| New Wave Wealth Advisors LLC | 348 | $70.2K | 0.03% | +348 | New |
| Old Point Trust & Financial Services N A | 347 | $70.0K | 0.02% | −300−46.4% | Reduced |
| Tower View Investment Management & Research LLC | 343 | $69.2K | 0.04% | +2+0.6% | Added |
| Financial Freedom, LLC | 341 | $68.8K | 0.04% | +1+0.3% | Added |
| Global Trust Asset Management, LLC | 320 | $64.6K | 0.02% | +6+1.9% | Added |
| FSA Wealth Management LLC | 306 | $61.7K | 0.03% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 304 | $61.3K | 0.01% | +290+2,071.4% | Added |
| WPG Advisers, LLC | 303 | $61.1K | 0.06% | +303 | New |
| Pension & Wealth Management Advisors, Inc. | 301 | $60.9K | 0.02% | +11+3.8% | Added |
| HBC Financial Services, PLLC | 300 | $60.0K | 0.04% | 00.0% | Unchanged |
| Bollard Group LLC | 293 | $59.0K | 0.00% | +1+0.3% | Added |
| Security National Bank | 291 | $58.7K | 0.01% | 00.0% | Unchanged |
| Studio Investment Management LLC | 285 | $57.5K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 280 | $56.5K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 279 | $56.3K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 273 | $55.1K | 0.01% | +100+57.8% | Added |
| UMA Financial Services, Inc. | 270 | $54.5K | 0.01% | +270 | New |
| Bogart Wealth, LLC | 268 | $54.1K | 0.00% | 00.0% | Unchanged |
| Prudent Man Investment Management, Inc. | 248 | $50.0K | 0.03% | +248 | New |
| Westside Investment Management, Inc. | 246 | $49.7K | 0.01% | +1+0.4% | Added |
| Abound Wealth Management | 241 | $48.6K | 0.02% | −42−14.8% | Reduced |
| SOA Wealth Advisors, LLC. | 230 | $46.4K | 0.01% | +25+12.2% | Added |
| SJS Investment Consulting Inc. | 229 | $46.2K | 0.01% | −5−2.1% | Reduced |
| Country Trust Bank | 225 | $45.4K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 219 | $44.2K | 0.01% | 00.0% | Unchanged |
| Kennebec Savings Bank | 211 | $43.8K | 0.04% | −56−21.0% | Reduced |
| DHJJ Financial Advisors, Ltd. | 211 | $42.6K | 0.02% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 202 | $40.8K | 0.03% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 201 | $40.6K | 0.01% | +11+5.8% | Added |
| Duncker Streett & Co Inc | 200 | $40.4K | 0.01% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 200 | $40.4K | 0.01% | 00.0% | Unchanged |
| Adalta Capital Management LLC | 200 | $40.4K | 0.02% | +200 | New |
| Pacific Capital Wealth Advisors, Inc | 199 | $40.2K | 0.01% | 00.0% | Unchanged |
| Fairway Wealth LLC | 197 | $39.8K | 0.02% | +92+87.6% | Added |
| Longview Financial Advisors LLC | 193 | $38.9K | 0.03% | +193 | New |
| Trifecta Capital Advisors, LLC | 190 | $38.3K | 0.01% | −52−21.5% | Reduced |
| POM Investment Strategies, LLC | 189 | $38.1K | 0.03% | +189 | New |
| Fedenia Advisers LLC | 188 | $37.9K | 0.02% | +188 | New |
| Cherry Tree Wealth Management, LLC | 188 | $37.9K | 0.01% | +1+0.5% | Added |
| Cornerstone Planning Group LLC | 177 | $37.8K | 0.01% | +11+6.6% | Added |
| Cape Investment Advisory, Inc. | 186 | $37.6K | 0.01% | +6+3.3% | Added |
| WealthCollab, LLC | 184 | $37.1K | 0.02% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 182 | $36.7K | 0.07% | +50+37.9% | Added |
| Holos Integrated Wealth LLC | 182 | $36.7K | 0.03% | +182 | New |
| Strategic Investment Solutions, Inc. | 180 | $36.3K | 0.01% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 178 | $36.0K | 0.03% | +178 | New |
