| Family CFO Inc | 81 | $27.8K | 0.02% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 79 | $27.1K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 75 | $25.7K | 0.00% | −25−25.0% | Reduced |
| Ancora Advisors, LLC | 73 | $25.0K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 69 | $23.7K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 69 | $23.7K | 0.01% | +3+4.5% | Added |
| Frazier Financial Advisors, LLC | 67 | $23.0K | 0.02% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 67 | $23.0K | 0.01% | −11−14.1% | Reduced |
| Sunbelt Securities, Inc. | 65 | $22.3K | 0.00% | −91−58.3% | Reduced |
| City Holding Co | 65 | $22.3K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 61 | $20.9K | 0.00% | −31−33.7% | Reduced |
| Harbor Investment Advisory, LLC | 61 | $20.9K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 60 | $20.6K | 0.00% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 60 | $20.6K | 0.02% | +60 | New |
| R Squared Ltd | 60 | $20.6K | 0.02% | +60 | New |
| Meeder Asset Management Inc | 59 | $20.2K | 0.00% | −5−7.8% | Reduced |
| Clear Street Markets LLC | 59 | $20.2K | 0.01% | +59 | New |
| Front Row Advisors LLC | 58 | $19.9K | 0.01% | −10−14.7% | Reduced |
| Northwest Capital Management Inc | 58 | $19.9K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 57 | $19.5K | 0.00% | −10−14.9% | Reduced |
| Elequin Capital LP | 57 | $19.5K | 0.00% | −8−12.3% | Reduced |
| DT Investment Partners, LLC | 54 | $18.5K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 54 | $18.5K | 0.00% | +1+1.9% | Added |
| Oliver Lagore Vanvalin Investment Group | 51 | $17.5K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 50 | $17.1K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 48 | $16.6K | 0.01% | +48 | New |
| Investors Research Corp | 48 | $16.5K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 48 | $16.5K | 0.01% | +5+11.6% | Added |
| WR Wealth Planners, LLC | 45 | $15.4K | 0.00% | +16+55.2% | Added |
| Field & Main Bank | 45 | $15.4K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 44 | $15.1K | 0.00% | −33−42.9% | Reduced |
| American National Bank | 44 | $15.1K | 0.00% | +44 | New |
| SBI Securities Co., Ltd. | 44 | $15.1K | 0.00% | +44 | New |
| Medallion Wealth Advisors, LLC | 43 | $14.8K | 0.01% | +43 | New |
| Coppell Advisory Solutions LLC | 42 | $14.4K | 0.00% | −6−12.5% | Reduced |
| Old Second National Bank of Aurora | 41 | $14.1K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 40 | $13.7K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 45 | $13.5K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 39 | $13.4K | 0.00% | −2−4.9% | Reduced |
| Geneos Wealth Management Inc. | 39 | $13.4K | 0.00% | −639−94.2% | Reduced |
| Talon Private Wealth, LLC | 35 | $12.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 34 | $11.7K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 30 | $11.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 31 | $10.6K | 0.00% | −3−8.8% | Reduced |
| DiNuzzo Private Wealth, Inc. | 30 | $10.3K | 0.00% | −1−3.2% | Reduced |
| Manchester Capital Management LLC | 30 | $10.3K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 28 | $9.60K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 28 | $9.60K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 27 | $9.16K | 0.00% | +6+28.6% | Added |
| WealthCollab, LLC | 26 | $8.91K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 25 | $8.57K | 0.00% | +25 | New |
| MB, Levis & Associates, LLC | 24 | $8.23K | 0.00% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 23 | $7.88K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 23 | $7.88K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 22 | $7.54K | 0.00% | +22 | New |
| Rakuten Securities, Inc. | 21 | $7.20K | 0.00% | −1−4.5% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 21 | $7.20K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 20 | $6.86K | 0.00% | +2+11.1% | Added |
| Oakworth Capital, Inc. | 20 | $6.86K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 20 | $6.86K | 0.00% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 20 | $6.86K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 20 | $6.86K | 0.00% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 20 | $6.86K | 0.01% | +20 | New |
| Kayne Anderson Rudnick Investment Management LLC | 19 | $6.73K | 0.00% | +12+171.4% | Added |
| Sugarloaf Wealth Management, LLC | 19 | $6.51K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 19 | $6.51K | 0.00% | +11+137.5% | Added |
| Compass Wealth Management LLC | 18 | $6.17K | 0.00% | −60−76.9% | Reduced |
| Zions Bancorporation, N.A. | 18 | $6.17K | 0.00% | −22−55.0% | Reduced |
| Edmond de Rothschild Holding S.A. | 18 | $6.17K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 19 | $6.00K | 0.00% | +1+5.6% | Added |
| Laurel Wealth Advisors LLC | 17 | $5.83K | 0.00% | +5+41.7% | Added |
| Provenance Wealth Advisors, LLC | 17 | $5.83K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 17 | $5.83K | 0.00% | +4+30.8% | Added |
| Abound Wealth Management | 17 | $5.79K | 0.00% | −3−15.0% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 16 | $5.49K | 0.01% | +16 | New |
| Whipplewood Advisors, LLC | 16 | $5.49K | 0.00% | +16 | New |
| Peoples Financial Services Corp. | 16 | $5.48K | 0.00% | +16 | New |
| Cornerstone Planning Group LLC | 14 | $5.14K | 0.00% | +2+16.7% | Added |
| Grayhawk Investment Strategies Inc. | 15 | $5.14K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 14 | $4.80K | 0.00% | +11+366.7% | Added |
| Bell Investment Advisors, Inc | 13 | $4.46K | 0.00% | +3+30.0% | Added |
| Caldwell Sutter Capital, Inc. | 13 | $4.46K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 13 | $4.46K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 12 | $4.11K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 12 | $4.11K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 12 | $4.11K | 0.00% | +4+50.0% | Added |
| Hazlett, Burt & Watson, Inc. | 11 | $4.00K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 11 | $3.77K | 0.00% | +11 | New |
| Eagle Bay Advisors LLC | 11 | $3.77K | 0.00% | 00.0% | Unchanged |
| Battery Global Advisors, LLC | 10 | $3.43K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 10 | $3.43K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 10 | $3.43K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 10 | $3.43K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 9 | $3.08K | 0.00% | −1−10.0% | Reduced |
| High Note Wealth, LLC | 9 | $3.08K | 0.00% | +9 | New |
| Sugar Maple Asset Management, LLC | 9 | $3.08K | 0.00% | +9 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 10 | $3.00K | 0.00% | +9+900.0% | Added |
| Riggs Asset Managment Co. Inc. | 8 | $2.75K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 8 | $2.74K | 0.00% | +5+166.7% | Added |
| 1620 Investment Advisors, Inc. | 8 | $2.74K | 0.00% | −1−11.1% | Reduced |