| Clark Wealth Partners | 194 | $26.4K | 0.02% | −157−44.7% | Reduced |
| Quarry LP | 204 | $26.2K | 0.01% | −456−69.1% | Reduced |
| CKW Financial Group | 187 | $26.0K | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 200 | $25.7K | 0.02% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 200 | $25.7K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 197 | $25.3K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 196 | $25.0K | 0.01% | −117−37.4% | Reduced |
| Hanson & Doremus Investment Management | 195 | $25.0K | 0.00% | −18−8.5% | Reduced |
| Harbour Investments, Inc. | 193 | $24.8K | 0.00% | +56+40.9% | Added |
| Caldwell Sutter Capital, Inc. | 193 | $24.8K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 185 | $23.8K | 0.00% | +28+17.8% | Added |
| Canton Hathaway, LLC | 165 | $21.0K | 0.00% | +165 | New |
| Alpine Bank Wealth Management | 156 | $20.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 150 | $19.3K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 150 | $19.3K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 144 | $18.5K | 0.01% | −1−0.7% | Reduced |
| TCTC Holdings, LLC | 138 | $17.7K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 132 | $16.9K | 0.01% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 121 | $15.5K | 0.00% | −38−23.9% | Reduced |
| CoreCap Advisors, LLC | 121 | $15.5K | 0.00% | −29−19.3% | Reduced |
| Transamerica Financial Advisors, Inc. | 120 | $15.4K | 0.00% | +120 | New |
| ORG Partners LLC | 118 | $15.2K | 0.00% | +43+57.3% | Added |
| Washington Trust Advisors, Inc. | 118 | $15.1K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 116 | $14.9K | 0.00% | −106−47.7% | Reduced |
| Caitong International Asset Management Co., Ltd | 114 | $14.6K | 0.01% | +114 | New |
| Hartford Financial Management Inc. | 110 | $14.1K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 108 | $13.9K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 100 | $12.8K | 0.00% | −150−60.0% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 100 | $12.8K | 0.00% | −2−2.0% | Reduced |
| North Star Investment Management Corp. | 100 | $12.8K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 100 | $12.8K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 100 | $12.8K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 100 | $12.8K | 0.00% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 100 | $12.8K | 0.01% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 100 | $12.8K | 0.01% | −11,701−99.2% | Reduced |
| First United Bank Trust | 100 | $12.8K | 0.00% | +100 | New |
| Pacifica Partners Inc. | 90 | $12.5K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 84 | $10.8K | 0.00% | +5+6.3% | Added |
| JPL Wealth Management, LLC | 82 | $10.5K | 0.00% | +82 | New |
| Meeder Asset Management Inc | 80 | $10.3K | 0.00% | −8−9.1% | Reduced |
| American National Bank | 80 | $10.3K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 76 | $9.76K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 75 | $9.63K | 0.00% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 75 | $9.63K | 0.00% | +75 | New |
| Rational Advisors LLC | 74 | $9.50K | 0.00% | +2+2.8% | Added |
| Private Wealth Management Group, LLC | 73 | $9.37K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 69 | $8.81K | 0.00% | +1+1.5% | Added |
| Boreal Capital Management LLC | 68 | $8.74K | 0.01% | +68 | New |
| Quaker Wealth Management, LLC | 68 | $8.73K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 66 | $8.49K | 0.00% | −4−5.7% | Reduced |
| Creative Financial Designs Inc | 64 | $8.21K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 64 | $8.21K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 67 | $8.00K | 0.00% | −5−6.9% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 62 | $7.96K | 0.01% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 61 | $7.83K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 59 | $7.57K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 58 | $7.44K | 0.00% | +58 | New |
| Clal Insurance Enterprises Holdings Ltd | 58 | $7.00K | 0.00% | +58 | New |
| Accredited Wealth Management, LLC | 16 | $6.43K | 0.01% | −34−68.0% | Reduced |
| Cetera Trust Company, N.A | 50 | $6.42K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 47 | $6.03K | 0.00% | +35+291.7% | Added |
| Ogorek Anthony Joseph | 52 | $6.00K | 0.00% | +52 | New |
| Bare Financial Services, Inc | 46 | $5.90K | 0.00% | +4+9.5% | Added |
| WPG Advisers, LLC | 45 | $5.78K | 0.00% | −4−8.2% | Reduced |
| Retirement Wealth Solutions LLC | 44 | $5.69K | 0.00% | −376−89.5% | Reduced |
| Quest 10 Wealth Builders, Inc. | 43 | $5.52K | 0.01% | +19+79.2% | Added |
| Atlantic Edge Private Wealth Management, LLC | 42 | $5.39K | 0.00% | −6−12.5% | Reduced |
| JFS Wealth Advisors, LLC | 42 | $5.39K | 0.00% | −5−10.6% | Reduced |
| Holos Integrated Wealth LLC | 38 | $5.19K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 40 | $5.18K | 0.00% | +40 | New |
| Marquette Asset Management, LLC | 38 | $4.88K | 0.00% | +38 | New |
| Abound Wealth Management | 37 | $4.81K | 0.00% | 00.0% | Unchanged |
| Strategic Advocates LLC | 36 | $4.62K | 0.00% | +36 | New |
| Main Street Group, LTD | 35 | $4.49K | 0.00% | −19−35.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 35 | $4.49K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 32 | $4.11K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 34 | $4.00K | 0.00% | +34 | New |
| Clayton Financial Group LLC | 31 | $3.98K | 0.00% | +31 | New |
| Prestige Wealth Management Group LLC | 30 | $3.86K | 0.00% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 29 | $3.72K | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 29 | $3.72K | 0.00% | +1+3.6% | Added |
| Heritage Wealth Advisors | 28 | $3.59K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 24 | $3.51K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 27 | $3.46K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 27 | $3.46K | 0.00% | +4+17.4% | Added |
| Pineridge Advisors LLC | 26 | $3.34K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 26 | $3.34K | 0.00% | +8+44.4% | Added |
| Dunhill Financial, LLC | 25 | $3.16K | 0.00% | −1−3.8% | Reduced |
| Cape Investment Advisory, Inc. | 24 | $3.08K | 0.00% | −15−38.5% | Reduced |
| Raffa Wealth Management, LLC | 24 | $3.08K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 24 | $3.08K | 0.00% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 24 | $3.08K | 0.00% | +24 | New |
| DiNuzzo Private Wealth, Inc. | 24 | $3.02K | 0.00% | +2+9.1% | Added |
| Avalon Trust Co | 22 | $2.82K | 0.00% | +22 | New |
| Guerra Advisors Inc | 20 | $2.57K | 0.00% | +20 | New |
| Caitlin John, LLC | 19 | $2.49K | 0.00% | +19 | New |
| Kimelman & Baird, LLC | 19 | $2.44K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 19 | $2.44K | 0.00% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 19 | $2.44K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 18 | $2.32K | 0.00% | 00.0% | Unchanged |