| BFSG, LLC | 55 | $16.3K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 55 | $16.3K | 0.01% | +19+52.8% | Added |
| GPS Wealth Strategies Group, LLC | 54 | $16.0K | 0.01% | −87−61.7% | Reduced |
| Addison Advisors LLC | 52 | $15.4K | 0.00% | −5−8.8% | Reduced |
| Adirondack Trust Co | 50 | $14.8K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 48 | $14.2K | 0.00% | −16−25.0% | Reduced |
| Creative Capital Management Investments LLC | 48 | $14.2K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 59 | $14.0K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 50 | $14.0K | 0.00% | +2+4.2% | Added |
| Howard Hughes Medical Institute | 46 | $13.6K | 0.01% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 46 | $13.6K | 0.01% | +46 | New |
| Ares Financial Consulting, LLC | 44 | $13.0K | 0.01% | +44 | New |
| Prestige Wealth Management Group LLC | 43 | $12.7K | 0.00% | +6+16.2% | Added |
| Atwood & Palmer Inc | 43 | $12.7K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 43 | $12.7K | 0.00% | 00.0% | Unchanged |
| Sankala Group LLC | 51 | $12.5K | 0.01% | +51 | New |
| Harbor Investment Advisory, LLC | 40 | $11.8K | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 40 | $11.8K | 0.00% | +24+150.0% | Added |
| Kilter Group LLC | 38 | $11.2K | 0.00% | +1+2.7% | Added |
| Virtus ETF Advisers LLC | 38 | $11.2K | 0.01% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 38 | $11.2K | 0.00% | +38 | New |
| Abound Wealth Management | 38 | $11.2K | 0.00% | +2+5.6% | Added |
| Navigoe, LLC | 40 | $11.0K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 37 | $10.9K | 0.00% | −12−24.5% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 35 | $10.4K | 0.02% | +4+12.9% | Added |
| First Pacific Financial | 35 | $10.4K | 0.00% | +8+29.6% | Added |
| Clayton Financial Group LLC | 35 | $10.4K | 0.01% | +35 | New |
| CNB Bank | 35 | $10.4K | 0.00% | 00.0% | Unchanged |
| Align Financial, LLC | 10,064 | $10.1K | 0.01% | +10,064 | New |
| Fortitude Family Office, LLC | 33 | $9.77K | 0.00% | −3−8.3% | Reduced |
| DAGCO, Inc. | 33 | $9.77K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 33 | $9.77K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 32 | $9.47K | 0.01% | −2−5.9% | Reduced |
| Wilkerson Advisory Group LLC | 32 | $9.47K | 0.00% | +32 | New |
| WealthCollab, LLC | 31 | $9.18K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 31 | $9.18K | 0.00% | +31 | New |
| Quattro Advisors LLC | 31 | $9.18K | 0.01% | +31 | New |
| Bravera Wealth | 31 | $9.18K | 0.00% | +31 | New |
| Coston, McIsaac & Partners | 31 | $9.00K | 0.00% | +4+14.8% | Added |
| First Command Advisory Services, Inc. | 30 | $8.88K | 0.00% | +30 | New |
| Concord Wealth Partners | 29 | $8.58K | 0.00% | −63−68.5% | Reduced |
| Hughes Financial Services, LLC | 29 | $8.58K | 0.00% | −2−6.5% | Reduced |
| Plante Moran Financial Advisors, LLC | 29 | $8.58K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 28 | $8.29K | 0.01% | 00.0% | Unchanged |
| Joseph Group Capital Management | 28 | $8.29K | 0.00% | +28 | New |
| Rakuten Securities, Inc. | 27 | $7.99K | 0.00% | +18+200.0% | Added |
| Sound Income Strategies, LLC | 30 | $7.97K | 0.00% | +25+500.0% | Added |
| Beaird Harris Wealth Management, LLC | 26 | $7.57K | 0.00% | −1−3.7% | Reduced |
| Bare Financial Services, Inc | 25 | $7.40K | 0.00% | −5−16.7% | Reduced |
| Lavaca Capital LLC | 25 | $7.40K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 25 | $7.40K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 25 | $7.40K | 0.00% | +25 | New |
| Nemes Rush Group LLC | 25 | $7.40K | 0.00% | +25 | New |
| Scarborough Advisors, LLC | 24 | $7.10K | 0.00% | −1−4.0% | Reduced |
| Horizon Financial Services, LLC | 24 | $7.10K | 0.00% | +6+33.3% | Added |
| Commonwealth Retirement Investments LLC | 23 | $6.81K | 0.00% | +23 | New |
| JNBA Financial Advisors | 22 | $6.51K | 0.00% | +22 | New |
| Raffa Wealth Management, LLC | 22 | $6.51K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 22 | $6.51K | 0.00% | +22 | New |
| Cornerstone Financial Management LLC | 22 | $6.51K | 0.01% | +22 | New |
| LGT Financial Advisors LLC | 21 | $6.22K | 0.04% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 21 | $6.22K | 0.00% | +13+162.5% | Added |
| North Star Investment Management Corp. | 21 | $6.22K | 0.00% | +21 | New |
| DiNuzzo Private Wealth, Inc. | 20 | $5.92K | 0.00% | +1+5.3% | Added |
| Contravisory Investment Management, Inc. | 20 | $5.92K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 20 | $5.92K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 20 | $5.92K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 20 | $5.92K | 0.00% | +2+11.1% | Added |
| Mascoma Wealth Management LLC | 20 | $5.92K | 0.00% | +3+17.6% | Added |
| Rosenberg Matthew Hamilton | 20 | $5.92K | 0.00% | +9+81.8% | Added |
| Atlas Capital Advisors LLC | 20 | $5.92K | 0.00% | +20 | New |
| Park Place Capital Corp | 18 | $5.33K | 0.00% | +18 | New |
| Advocate Investing Services LLC | 17 | $5.03K | 0.00% | +17 | New |
| Valley National Advisers Inc | 18 | $5.00K | 0.00% | 00.0% | Unchanged |
| IFC & Insurance Marketing, Inc. | 17 | $5.00K | 0.00% | +17 | New |
| Rialto Wealth Management, LLC | 16 | $4.74K | 0.00% | +1+6.7% | Added |
| Bay Harbor Wealth Management, LLC | 16 | $4.74K | 0.00% | +2+14.3% | Added |
| Triumph Capital Management | 16 | $4.74K | 0.00% | +16 | New |
| Ankerstar Wealth, LLC | 16 | $4.74K | 0.00% | +16 | New |
| Imprint Wealth LLC | 15 | $4.44K | 0.02% | −15−50.0% | Reduced |
| Principia Wealth Advisory, LLC | 15 | $4.44K | 0.00% | −2−11.8% | Reduced |
| Hollencrest Capital Management | 15 | $4.44K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 14 | $4.14K | 0.00% | +14 | New |
| McGuire Capital Advisors Inc | 14 | $4.14K | 0.00% | +14 | New |
| IMG Wealth Management, Inc. | 13 | $3.85K | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 13 | $3.85K | 0.00% | +13 | New |
| Caldwell Sutter Capital, Inc. | 12 | $3.55K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 12 | $3.55K | 0.00% | +1+9.1% | Added |
| Vermillion & White Wealth Management Group, LLC | 12 | $3.55K | 0.00% | +12 | New |
| Vermillion Wealth Management, Inc. | 11 | $3.26K | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 11 | $3.26K | 0.00% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 10 | $2.96K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 10 | $2.96K | 0.00% | −5−33.3% | Reduced |
| Corsicana & Co. | 10 | $2.96K | 0.00% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 10 | $2.96K | 0.00% | +10 | New |
| 1015 Capital Partners, LLC | 10 | $2.96K | 0.00% | +10 | New |
| Frazier Financial Advisors, LLC | 9 | $2.67K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 9 | $2.66K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 8 | $2.37K | 0.00% | +2+33.3% | Added |
| Raleigh Capital Management Inc. | 8 | $2.37K | 0.00% | +8 | New |