| WealthCollab, LLC | 262 | $61.0K | 0.05% | +262 | New |
| Old Point Trust & Financial Services N A | 262 | $61.0K | 0.02% | +262 | New |
| Cape Investment Advisory, Inc. | 251 | $58.6K | 0.03% | −3−1.2% | Reduced |
| Optimum Investment Advisors | 250 | $58.2K | 0.03% | −1−0.4% | Reduced |
| Orion Capital Management LLC | 250 | $58.2K | 0.03% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 245 | $57.1K | 0.05% | +245 | New |
| First Community Trust NA | 238 | $55.4K | 0.06% | 00.0% | Unchanged |
| Red Tortoise LLC | 238 | $55.4K | 0.03% | +1+0.4% | Added |
| Coston, McIsaac & Partners | 232 | $54.0K | 0.02% | +1+0.4% | Added |
| Core Alternative Capital | 230 | $53.5K | 0.01% | −46−16.7% | Reduced |
| PrairieView Partners, LLC | 229 | $53.0K | 0.01% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 225 | $52.4K | 0.02% | +125+125.0% | Added |
| Ritter Daniher Financial Advisory LLC | 221 | $51.5K | 0.02% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 220 | $51.3K | 0.03% | +20+10.0% | Added |
| Financial Connections Group, Inc. | 223 | $51.0K | 0.03% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 213 | $49.6K | 0.01% | +1+0.5% | Added |
| Center for Financial Planning, Inc. | 205 | $47.8K | 0.01% | 00.0% | Unchanged |
| New Millennium Group LLC | 203 | $47.3K | 0.04% | −61−23.1% | Reduced |
| Riggs Asset Managment Co. Inc. | 200 | $46.6K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 200 | $46.6K | 0.03% | 00.0% | Unchanged |
| Retirement Group, LLC | 197 | $45.9K | 0.02% | 00.0% | Unchanged |
| Vestor Capital, LLC | 190 | $44.0K | 0.00% | +190 | New |
| First Personal Financial Services | 184 | $42.9K | 0.01% | 00.0% | Unchanged |
| Bromfield Sneider Wealth Advisors | 181 | $42.2K | 0.03% | 00.0% | Unchanged |
| BFSG, LLC | 180 | $41.9K | 0.01% | +180 | New |
| Bell Investment Advisors, Inc | 176 | $41.0K | 0.01% | −28−13.7% | Reduced |
| Evolution Advisers, Inc. | 176 | $41.0K | 0.03% | +176 | New |
| Main Street Group, LTD | 174 | $40.7K | 0.01% | +174 | New |
| Raleigh Capital Management Inc. | 171 | $40.0K | 0.02% | −2−1.2% | Reduced |
| Colonial Trust Advisors | 167 | $38.9K | 0.00% | −84−33.5% | Reduced |
| Cedar Wealth Management, LLC | 167 | $38.9K | 0.01% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 167 | $38.9K | 0.01% | +167 | New |
| Westside Investment Management, Inc. | 165 | $38.4K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 150 | $34.9K | 0.03% | +150 | New |
| CarsonAllaria Wealth Management, Ltd. | 149 | $34.8K | 0.02% | 00.0% | Unchanged |
| NewSquare Capital LLC | 146 | $34.0K | 0.00% | −2,250−93.9% | Reduced |
| Pathway Financial Advisers, LLC | 144 | $33.5K | 0.01% | +1+0.7% | Added |
| Coppell Advisory Solutions LLC | 139 | $32.4K | 0.01% | +1+0.7% | Added |
| Tfo-TDC, LLC | 139 | $32.4K | 0.01% | −3−2.1% | Reduced |
| Strategic Investment Solutions, Inc. | 139 | $32.4K | 0.01% | +139 | New |
| GW&K Investment Management, LLC | 138 | $32.0K | 0.00% | −6−4.2% | Reduced |
| DHJJ Financial Advisors, Ltd. | 136 | $31.7K | 0.01% | −6−4.2% | Reduced |
| Intelligent Financial Strategies | 135 | $31.6K | 0.02% | −284−67.8% | Reduced |
| Robinswood Financial LLC | 131 | $30.5K | 0.01% | 00.0% | Unchanged |
| Lee Financial Co | 127 | $29.8K | 0.01% | +19+17.6% | Added |
| Estabrook Capital Management | 125 | $29.1K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 125 | $29.0K | 0.01% | −38−23.3% | Reduced |
| State of Wyoming | 122 | $28.4K | 0.01% | −134−52.3% | Reduced |
| Aspect Partners, LLC | 122 | $28.4K | 0.02% | +122 | New |
| Financial Management Professionals, Inc. | 122 | $28.0K | 0.00% | −37−23.3% | Reduced |
| Institutional & Family Asset Management, LLC | 118 | $27.5K | 0.00% | −59−33.3% | Reduced |
| Custom Portfolio Group LLC | 111 | $26.0K | 0.02% | +111 | New |
| Stephens Consulting, LLC | 110 | $25.5K | 0.01% | +1+0.9% | Added |
| Dogwood Wealth Management LLC | 109 | $25.5K | 0.02% | +109 | New |
| Semmax Financial Advisors Inc. | 100 | $25.0K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 106 | $24.7K | 0.01% | −3−2.8% | Reduced |
| Timber Creek Capital Management LLC | 100 | $23.3K | 0.01% | −100−50.0% | Reduced |
| Barrett & Company, Inc. | 100 | $23.3K | 0.01% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 100 | $23.3K | 0.01% | +100 | New |
| Ofi Invest Asset Management | 109 | $23.0K | 0.00% | −1−0.9% | Reduced |
| Pin Oak Investment Advisors Inc | 94 | $22.0K | 0.02% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 93 | $21.7K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 87 | $20.9K | 0.01% | 00.0% | Unchanged |
| Northwest Financial Advisors | 90 | $20.9K | 0.02% | +90 | New |
| Newton One Investments LLC | 89 | $20.7K | 0.01% | −18−16.8% | Reduced |
| PFS Partners, LLC | 86 | $20.1K | 0.01% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 84 | $20.1K | 0.00% | −2−2.3% | Reduced |
| Hexagon Capital Partners LLC | 86 | $20.0K | 0.00% | −26−23.2% | Reduced |
| Clear Investment Research, LLC | 82 | $19.1K | 0.03% | +82 | New |
| Raffa Wealth Management, LLC | 80 | $18.6K | 0.01% | 00.0% | Unchanged |
| Bollard Group LLC | 75 | $18.0K | 0.00% | 00.0% | Unchanged |
| LM Advisors LLC | 77 | $17.9K | 0.00% | +77 | New |
| Legend Financial Advisors, Inc. | 74 | $17.2K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 70 | $16.2K | 0.01% | +4+6.1% | Added |
| LFA - Lugano Financial Advisors SA | 67 | $15.6K | 0.01% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 66 | $15.4K | 0.00% | +66 | New |
| Scarborough Advisors, LLC | 63 | $14.7K | 0.00% | +63 | New |
| Halpern Financial, Inc. | 61 | $14.2K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 58 | $14.0K | 0.01% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 60 | $14.0K | 0.00% | −147−71.0% | Reduced |
| VisionPoint Advisory Group, LLC | 57 | $13.1K | 0.00% | −180−75.9% | Reduced |
| Guardian Wealth Management, Inc. | 54 | $12.5K | 0.01% | +54 | New |
| Distillate Capital Partners LLC | 49 | $11.4K | 2.48% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 49 | $11.4K | 0.00% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 39 | $9.09K | 0.00% | −100−71.9% | Reduced |
| Syntax Research, Inc. | 39 | $9.09K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 37 | $8.62K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 33 | $8.00K | 0.00% | −13−28.3% | Reduced |
| Keener Financial Planning LLC | 33 | $8.00K | 0.01% | +33 | New |
| Long Island Wealth Management, Inc. | 33 | $8.00K | 0.01% | +33 | New |
| JDM Financial Group LLC | 30 | $6.99K | 0.01% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 29 | $6.82K | 0.00% | +29 | New |
| Dunhill Financial, LLC | 29 | $6.82K | 0.01% | +29 | New |
| Tucker Asset Management LLC | 29 | $6.76K | 0.00% | −18−38.3% | Reduced |
| Stuart Chaussee & Associates, Inc. | 28 | $6.52K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 26 | $6.06K | 0.00% | +26 | New |
| Able Wealth Management LLC | 26 | $6.06K | 0.01% | +26 | New |
| Goodman Advisory Group, LLC | 25 | $5.82K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 25 | $5.82K | 0.01% | 00.0% | Unchanged |
| Eukles Asset Management | 23 | $5.36K | 0.00% | 00.0% | Unchanged |
