| Crewe Advisors LLC | 115 | $33.7K | 0.00% | +39+51.3% | Added |
| Key Financial Inc | 113 | $33.1K | 0.01% | −101−47.2% | Reduced |
| Plante Moran Financial Advisors, LLC | 113 | $33.0K | 0.00% | +1+0.9% | Added |
| University of Texas/Texas Am Investment Managment Co | 111 | $32.5K | 0.00% | +111 | New |
| Richardson Financial Services Inc. | 110 | $32.3K | 0.02% | 00.0% | Unchanged |
| Hilltop National Bank | 110 | $32.3K | 0.01% | −12−9.8% | Reduced |
| Boreal Capital Management LLC | 110 | $32.3K | 0.02% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 107 | $31.5K | 0.01% | −3−2.7% | Reduced |
| Rossby Financial, LCC | 107 | $31.4K | 0.01% | +34+46.6% | Added |
| Ogorek Anthony Joseph | 108 | $31.0K | 0.01% | +26+31.7% | Added |
| Holos Integrated Wealth LLC | 100 | $30.5K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 103 | $30.2K | 0.00% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 100 | $29.3K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 100 | $29.3K | 0.01% | +100 | New |
| South Plains Financial, Inc. | 97 | $28.4K | 0.02% | 00.0% | Unchanged |
| SWAN Capital LLC | 96 | $28.1K | 0.01% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 96 | $28.1K | 0.03% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 95 | $27.9K | 0.01% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 94 | $27.6K | 0.01% | −78−45.3% | Reduced |
| Kemnay Advisory Services Inc. | 94 | $27.6K | 0.00% | +5+5.6% | Added |
| Piscataqua Savings Bank | 92 | $27.0K | 0.02% | −590−86.5% | Reduced |
| Abound Wealth Management | 92 | $26.9K | 0.01% | −77−45.6% | Reduced |
| Silver Grove Financial Group, Inc. | 90 | $26.5K | 0.01% | +90 | New |
| Owl Creek Wealth Partners LLC | 89 | $26.1K | 0.01% | −10−10.1% | Reduced |
| Evolution Wealth Management Inc. | 87 | $25.5K | 0.01% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 86 | $25.2K | 0.01% | +1+1.2% | Added |
| Action Point Financial Planning, LLC | 88 | $25.2K | 0.00% | +88 | New |
| Manning & Napier Advisors LLC | 85 | $24.9K | 0.00% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 85 | $24.9K | 0.01% | 00.0% | Unchanged |
| Golden State Equity Partners | 84 | $24.6K | 0.07% | −1,774−95.5% | Reduced |
| Bayban | 83 | $24.3K | 0.02% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 81 | $23.7K | 0.01% | −430−84.1% | Reduced |
| Cornerstone Planning Group LLC | 77 | $22.9K | 0.00% | −15−16.3% | Reduced |
| Virginia Estate & Retirement Planning Advisors Inc. | 76 | $22.3K | 0.03% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 75 | $22.0K | 0.02% | 00.0% | Unchanged |
| Main Street Group, LTD | 75 | $22.0K | 0.01% | −18−19.4% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 75 | $22.0K | 0.01% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 73 | $21.4K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 71 | $20.8K | 0.00% | +5+7.6% | Added |
| Joseph Group Capital Management | 68 | $19.9K | 0.00% | −10−12.8% | Reduced |
| Aspect Partners, LLC | 67 | $19.6K | 0.01% | +27+67.5% | Added |
| Raleigh Capital Management Inc. | 65 | $19.1K | 0.01% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 62 | $18.2K | 0.00% | +6+10.7% | Added |
| Vision Financial Markets LLC | 61 | $17.9K | 0.02% | −100−62.1% | Reduced |
| JNBA Financial Advisors | 61 | $17.9K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 61 | $17.9K | 0.01% | 00.0% | Unchanged |
| Alerus Financial NA | 60 | $17.6K | 0.00% | 00.0% | Unchanged |
| PlanVest Financial, Inc | 60 | $17.6K | 0.01% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 58 | $17.0K | 0.01% | +36+163.6% | Added |
| Roxbury Financial LLC | 57 | $16.8K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 57 | $16.7K | 0.00% | −18−24.0% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 57 | $16.7K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 57 | $16.7K | 0.00% | +21+58.3% | Added |
| McGuire Capital Advisors Inc | 55 | $16.1K | 0.01% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 52 | $15.9K | 0.00% | +2+4.0% | Added |
| Hartford Financial Management Inc. | 52 | $15.2K | 0.00% | −2,735−98.1% | Reduced |
| Clear Street Markets LLC | 52 | $15.2K | 0.00% | +15+40.5% | Added |
| Jackson, Grant Investment Advisers, Inc. | 50 | $14.7K | 0.00% | 00.0% | Unchanged |
| Commonwealth Retirement Investments LLC | 50 | $14.7K | 0.00% | +50 | New |
| Truvestments Capital LLC | 47 | $13.8K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 47 | $13.8K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 47 | $13.7K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 43 | $13.5K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 46 | $13.5K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 46 | $13.4K | 0.00% | 00.0% | Unchanged |
| First Eagle Investment Management, LLC | 45 | $13.2K | 0.00% | +28+164.7% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 44 | $13.1K | 0.00% | +8+22.2% | Added |
| Silicon Valley Capital Partners | 45 | $13.1K | 0.00% | −37,354−99.9% | Reduced |
| Avion Wealth | 45 | $13.0K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 43 | $12.6K | 0.00% | −3−6.5% | Reduced |
| Hickory Point Bank & Trust | 42 | $12.3K | 0.01% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 42 | $12.3K | 0.00% | +18+75.0% | Added |
| DiNuzzo Private Wealth, Inc. | 40 | $11.7K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 40 | $11.7K | 0.01% | 00.0% | Unchanged |
| Battery Global Advisors, LLC | 40 | $11.7K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 38 | $11.2K | 0.00% | +5+15.2% | Added |
| Delta Asset Management LLC | 38 | $11.1K | 0.00% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 38 | $11.1K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 38 | $11.1K | 0.00% | +26+216.7% | Added |
| Community Financial Services Group, LLC | 36 | $11.0K | 0.00% | +30+500.0% | Added |
| TD Capital Management LLC | 37 | $10.9K | 0.00% | −12−24.5% | Reduced |
| Barnes Dennig Private Wealth Management LLC | 37 | $10.8K | 0.01% | 00.0% | Unchanged |
| 1248 Management, LLC | 36 | $10.6K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 36 | $10.6K | 0.00% | +8+28.6% | Added |
| Front Row Advisors LLC | 34 | $10.5K | 0.00% | 00.0% | Unchanged |
| Regatta Research & Money Management | 36 | $10.4K | 0.01% | +36 | New |
| Financial Consulate, Inc | 35 | $10.3K | 0.00% | +31+775.0% | Added |
| Prosperity Bancshares Inc | 35 | $10.3K | 0.01% | +2+6.1% | Added |
| IMG Wealth Management, Inc. | 35 | $10.3K | 0.01% | +5+16.7% | Added |
| Tounjian Advisory Partners, LLC | 34 | $9.98K | 0.00% | +34 | New |
| Raffa Wealth Management, LLC | 34 | $9.97K | 0.00% | +4+13.3% | Added |
| Bay Harbor Wealth Management, LLC | 34 | $9.97K | 0.00% | +6+21.4% | Added |
| GoalVest Advisory LLC | 33 | $9.68K | 0.00% | −624−95.0% | Reduced |
| Whipplewood Advisors, LLC | 32 | $9.38K | 0.01% | −40−55.6% | Reduced |
| Security National Bank of So Dak | 32 | $9.38K | 0.00% | +32 | New |
| LifeSteps Financial, Inc. | 32 | $9.38K | 0.00% | +32 | New |
| Synergy Investment Management, LLC | 30 | $8.81K | 0.00% | +11+57.9% | Added |
| Napier Financial, LLC | 29 | $8.50K | 0.00% | −3−9.4% | Reduced |
| Dogwood Wealth Management LLC | 29 | $8.50K | 0.00% | +9+45.0% | Added |
| Union Savings Bank | 29 | $8.50K | 0.00% | 00.0% | Unchanged |
