| High Note Wealth, LLC | 55 | $5.28K | 0.00% | −43−43.9% | Reduced |
| Dogwood Wealth Management LLC | 55 | $5.28K | 0.00% | −22−28.6% | Reduced |
| Sims Investment Management, LLC | 55 | $5.28K | 0.00% | +55 | New |
| Cornerstone Planning Group LLC | 46 | $5.36K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 57 | $5.47K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 57 | $5.47K | 0.00% | +24+72.7% | Added |
| Rosenberg Matthew Hamilton | 61 | $5.86K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 62 | $5.95K | 0.00% | −13−17.3% | Reduced |
| Oakworth Capital, Inc. | 64 | $6.14K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 66 | $6.33K | 0.00% | −50−43.1% | Reduced |
| Truvestments Capital LLC | 70 | $6.72K | 0.00% | −600−89.6% | Reduced |
| Sunrise Financial Services, LLC | 70 | $6.72K | 0.00% | −1−1.4% | Reduced |
| Acumen Wealth Advisors, LLC | 74 | $7.18K | 0.00% | −3−3.9% | Reduced |
| DT Investment Partners, LLC | 75 | $7.20K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 77 | $7.40K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 81 | $7.77K | 0.00% | −6−6.9% | Reduced |
| True Wealth Design, LLC | 84 | $8.06K | 0.00% | −17−16.8% | Reduced |
| SHP Wealth Management | 85 | $8.16K | 0.00% | +32+60.4% | Added |
| United Financial Planning Group LLC | 86 | $8.25K | 0.00% | +86 | New |
| Osbon Capital Management LLC | 88 | $8.45K | 0.01% | 00.0% | Unchanged |
| Apollo Management Holdings, L.P. | 88 | $8.45K | 0.00% | +88 | New |
| Blueline Advisors LLC | 88 | $8.45K | 0.01% | +88 | New |
| Evermay Wealth Management LLC | 89 | $8.64K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 90 | $8.64K | 0.00% | +5+5.9% | Added |
| Planning Strategies Inc. | 90 | $8.64K | 0.01% | +90 | New |
| Valley National Advisers Inc | 90 | $8.64K | 0.00% | −64−41.6% | Reduced |
| Indiana Trust & Investment Management CO | 93 | $8.93K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 93 | $9.00K | 0.00% | +3+3.3% | Added |
| Commonwealth Retirement Investments LLC | 94 | $9.02K | 0.00% | +94 | New |
| HM Payson & Co | 94 | $9.02K | 0.00% | −23−19.7% | Reduced |
| Abound Wealth Management | 94 | $9.02K | 0.00% | −97−50.8% | Reduced |
| Aventus Investment Advisors, Inc. | 99 | $9.50K | 0.01% | −1,882−95.0% | Reduced |
| Gleason Group, Inc. | 99 | $9.50K | 0.00% | +99 | New |
| JPL Wealth Management, LLC | 99 | $9.50K | 0.00% | +27+37.5% | Added |
| Anchor Investment Management, LLC | 100 | $9.60K | 0.00% | −445−81.7% | Reduced |
| Creative Financial Designs Inc | 100 | $9.60K | 0.00% | −111−52.6% | Reduced |
| Legacy Bridge, LLC | 100 | $9.60K | 0.00% | −7−6.5% | Reduced |
| Cassaday & Co Wealth Management LLC | 100 | $9.60K | 0.00% | −7−6.5% | Reduced |
| Barrett & Company, Inc. | 100 | $9.60K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 100 | $9.60K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 100 | $9.60K | 0.00% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 100 | $9.60K | 0.00% | 00.0% | Unchanged |
| Monetary Solutions, Ltd | 100 | $9.60K | 0.01% | +100 | New |
| MTM Investment Management, LLC | 102 | $9.79K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 103 | $9.89K | 0.00% | +103 | New |
| Burk Holdings LLC | 104 | $9.98K | 0.00% | +104 | New |
| Vega Investment Solutions | 105 | $10.1K | 0.00% | +13+14.1% | Added |
| TD Capital Management LLC | 105 | $10.1K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 106 | $10.2K | 0.00% | +14+15.2% | Added |
| Parkside Financial Bank & Trust | 110 | $10.6K | 0.00% | −5−4.3% | Reduced |
| JDM Financial Group LLC | 110 | $10.6K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 110 | $10.6K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 111 | $10.7K | 0.00% | −500−81.8% | Reduced |
| Strategic Wealth Partners, Ltd. | 112 | $10.8K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 120 | $11.5K | 0.01% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 125 | $12.0K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 128 | $12.3K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 130 | $12.5K | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 131 | $12.6K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 131 | $12.7K | 0.00% | +46+54.1% | Added |
| TSFG, LLC | 135 | $13.0K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 137 | $13.2K | 0.00% | 00.0% | Unchanged |
| Anchor Bay Capital, Inc. | 100 | $13.2K | 0.01% | +100 | New |
| Smallwood Wealth Investment Management, LLC | 138 | $13.2K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 150 | $14.4K | 0.01% | −27−15.3% | Reduced |
| Morton Brown Family Wealth, LLC | 150 | $14.4K | 0.00% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 150 | $14.4K | 0.01% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 151 | $14.5K | 0.01% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 160 | $15.4K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 161 | $15.5K | 0.01% | +100+163.9% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 162 | $15.5K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 162 | $15.5K | 0.01% | +61+60.4% | Added |
| Copia Wealth Management | 163 | $15.6K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 168 | $16.1K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 175 | $16.8K | 0.00% | +125+250.0% | Added |
| MPWM Advisory Solutions, LLC | 181 | $17.4K | 0.01% | 00.0% | Unchanged |
| Kilter Group LLC | 184 | $17.7K | 0.01% | +153+493.5% | Added |
| LifeSteps Financial, Inc. | 185 | $17.8K | 0.01% | +185 | New |
| Center for Financial Planning, Inc. | 192 | $18.4K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 193 | $18.5K | 0.00% | 00.0% | Unchanged |
| 1248 Management, LLC | 193 | $18.7K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 195 | $18.9K | 0.00% | +195 | New |
| Central Trust Co | 198 | $19.0K | 0.00% | −5−2.5% | Reduced |
| JNBA Financial Advisors | 198 | $19.0K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 200 | $19.2K | 0.01% | 00.0% | Unchanged |
| LOM Asset Management Ltd | 200 | $19.2K | 0.00% | 00.0% | Unchanged |
| Virginia Estate & Retirement Planning Advisors Inc. | 200 | $19.2K | 0.02% | 00.0% | Unchanged |
| Pioneer Family Office, LLC | 200 | $19.2K | 0.01% | 00.0% | Unchanged |
| Walsh & Associates, LLC | 200 | $19.2K | 0.02% | +200 | New |
| Financial Management Professionals, Inc. | 199 | $19.3K | 0.00% | −260−56.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 208 | $20.0K | 0.00% | −9−4.1% | Reduced |
| Provenance Wealth Advisors, LLC | 221 | $21.2K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 229 | $22.0K | 0.01% | 00.0% | Unchanged |
| Rossby Financial, LCC | 230 | $22.1K | 0.00% | −18−7.3% | Reduced |
| Hazlett, Burt & Watson, Inc. | 236 | $23.0K | 0.01% | −15−6.0% | Reduced |
| Bayforest Capital Ltd | 241 | $23.1K | 0.02% | +141+141.0% | Added |
| Ritter Daniher Financial Advisory LLC | 241 | $23.1K | 0.00% | +8+3.4% | Added |
| Montag A & Associates Inc | 243 | $23.5K | 0.00% | +57+30.6% | Added |
| Dunhill Financial, LLC | 250 | $24.0K | 0.00% | +70+38.9% | Added |
| Keating Financial Advisory Services, Inc. | 269 | $25.8K | 0.00% | −16−5.6% | Reduced |
