| Cornerstone Planning Group LLC | 218 | $42.1K | 0.01% | +1+0.5% | Added |
| UMA Financial Services, Inc. | 215 | $41.5K | 0.01% | +215 | New |
| Aster Capital Management (DIFC) Ltd | 207 | $39.9K | 0.02% | +207 | New |
| WealthCollab, LLC | 206 | $39.7K | 0.03% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 200 | $38.6K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 199 | $38.4K | 0.00% | −2−1.0% | Reduced |
| Avion Wealth | 201 | $38.0K | 0.01% | −3−1.5% | Reduced |
| BOK Financial Private Wealth, Inc. | 189 | $36.6K | 0.00% | +5+2.7% | Added |
| Gleason Group, Inc. | 184 | $35.5K | 0.01% | +1+0.5% | Added |
| Bell Investment Advisors, Inc | 176 | $33.9K | 0.01% | 00.0% | Unchanged |
| Quest Partners LLC | 170 | $32.8K | 0.00% | −13,436−98.8% | Reduced |
| Rise Advisors, LLC | 152 | $29.4K | 0.01% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 151 | $29.2K | 0.00% | +1+0.7% | Added |
| Oarsman Capital, Inc. | 150 | $28.9K | 0.01% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 150 | $28.9K | 0.03% | +150 | New |
| Hopwood Financial Services, Inc. | 150 | $28.9K | 0.02% | +150 | New |
| Kapitalo Investimentos Ltda | 150 | $28.9K | 0.02% | +150 | New |
| Fortitude Family Office, LLC | 148 | $28.5K | 0.01% | +9+6.5% | Added |
| Twin Tree Management, LP | 139 | $26.8K | 0.00% | +139 | New |
| FSA Wealth Management LLC | 138 | $26.6K | 0.01% | 00.0% | Unchanged |
| PFS Partners, LLC | 138 | $26.6K | 0.01% | +1+0.7% | Added |
| Sittner & Nelson, LLC | 134 | $25.8K | 0.01% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 132 | $25.4K | 0.01% | +132 | New |
| Raleigh Capital Management Inc. | 126 | $24.3K | 0.01% | −9−6.7% | Reduced |
| Indiana Trust & Investment Management CO | 124 | $23.9K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 122 | $23.5K | 0.00% | +2+1.7% | Added |
| Red Tortoise LLC | 122 | $23.5K | 0.01% | +1+0.8% | Added |
| Quest 10 Wealth Builders, Inc. | 119 | $22.9K | 0.02% | +119 | New |
| Motco | 112 | $21.6K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 108 | $20.8K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 108 | $20.8K | 0.00% | +13+13.7% | Added |
| Roxbury Financial LLC | 100 | $20.7K | 0.02% | +100 | New |
| Hara Capital LLC | 105 | $20.2K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 104 | $20.1K | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 103 | $19.9K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 101 | $19.5K | 0.01% | +7+7.4% | Added |
| Broadwater Capital Management LLC | 100 | $19.3K | 0.01% | −100−50.0% | Reduced |
| Peoples Financial Services Corp. | 100 | $19.3K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 100 | $19.3K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 99 | $19.1K | 0.01% | +4+4.2% | Added |
| Accordant Advisory Group Inc | 97 | $18.7K | 0.02% | 00.0% | Unchanged |
| TFC Financial Management | 95 | $18.4K | 0.00% | +55+137.5% | Added |
| Highline Wealth Partners LLC | 94 | $18.2K | 0.01% | +7+8.0% | Added |
| Financial Management Professionals, Inc. | 91 | $17.5K | 0.00% | −14−13.3% | Reduced |
| Creative Capital Management Investments LLC | 90 | $17.4K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 87 | $16.8K | 0.00% | −2−2.2% | Reduced |
| Cassady Schiller Wealth Management, LLC | 87 | $16.8K | 0.01% | +12+16.0% | Added |
| Medallion Wealth Advisors, LLC | 87 | $16.8K | 0.01% | +87 | New |
| Hexagon Capital Partners LLC | 84 | $16.2K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 83 | $16.0K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 83 | $16.0K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 80 | $15.4K | 0.01% | +80 | New |
| Consultiva Wealth Management, Corp. | 79 | $15.2K | 0.08% | +79 | New |
| Cetera Trust Company, N.A | 78 | $15.0K | 0.01% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 75 | $14.5K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 75 | $14.5K | 0.01% | 00.0% | Unchanged |
| Providence First Trust Co | 75 | $14.5K | 0.01% | +75 | New |
| Beaird Harris Wealth Management, LLC | 70 | $13.5K | 0.00% | 00.0% | Unchanged |
| Anderson Financial Strategies, LLC | 69 | $13.3K | 0.01% | +69 | New |
| Silvant Capital Management LLC | 68 | $13.1K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 68 | $13.0K | 0.00% | +1+1.5% | Added |
| Winthrop Capital Management, LLC | 68 | $13.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 66 | $12.7K | 0.00% | +53+407.7% | Added |
| Accredited Wealth Management, LLC | 60 | $11.6K | 0.01% | +60 | New |
| Tompkins Financial Corp | 57 | $11.0K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 56 | $10.8K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 53 | $10.2K | 0.00% | +53 | New |
| Rialto Wealth Management, LLC | 52 | $10.0K | 0.00% | +52 | New |
| Mascoma Wealth Management LLC | 52 | $10.0K | 0.00% | +52 | New |
| Compass Financial Services Inc | 51 | $9.83K | 0.01% | +51 | New |
| Eagle Bay Advisors LLC | 49 | $9.49K | 0.01% | −7−12.5% | Reduced |
| FWL Investment Management, LLC | 49 | $9.45K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 49 | $9.45K | 0.01% | +49 | New |
| Raffa Wealth Management, LLC | 48 | $9.25K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 47 | $9.06K | 0.00% | +47 | New |
| Kentucky Trust Co | 46 | $8.87K | 0.01% | +46 | New |
| Kayne Anderson Rudnick Investment Management LLC | 45 | $8.79K | 0.00% | +12+36.4% | Added |
| Carolinas Wealth Consulting LLC | 45 | $8.72K | 0.00% | −47−51.1% | Reduced |
| Bullock Wealth Management Group | 45 | $8.68K | 0.01% | −187−80.6% | Reduced |
| Tradewinds Capital Management, LLC | 45 | $8.68K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 45 | $8.68K | 0.00% | +45 | New |
| Financial Perspectives, Inc | 44 | $8.48K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 43 | $8.37K | 0.00% | −84−66.1% | Reduced |
| 1620 Investment Advisors, Inc. | 39 | $7.50K | 0.01% | 00.0% | Unchanged |
| High Note Wealth, LLC | 37 | $7.13K | 0.00% | +37 | New |
| Bank of Jackson Hole Trust | 37 | $7.13K | 0.00% | +37 | New |
| Abound Wealth Management | 35 | $6.75K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 34 | $6.55K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 32 | $6.17K | 0.00% | +8+33.3% | Added |
| Atala Financial Inc | 32 | $6.17K | 0.00% | +32 | New |
| SJS Investment Consulting Inc. | 31 | $5.98K | 0.00% | −5−13.9% | Reduced |
| Trifecta Capital Advisors, LLC | 31 | $5.98K | 0.00% | 00.0% | Unchanged |
| Advantage Trust Co | 31 | $5.98K | 0.00% | −69−69.0% | Reduced |
| Sierra Ocean, LLC | 30 | $5.80K | 0.00% | +30 | New |
| Truvestments Capital LLC | 30 | $5.78K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 30 | $5.78K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 30 | $5.78K | 0.00% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 30 | $5.78K | 0.00% | +30 | New |
| Asset Dedication, LLC | 29 | $5.59K | 0.00% | +29 | New |
| Syntax Research, Inc. | 28 | $5.40K | 0.00% | 00.0% | Unchanged |