| Howard Hughes Medical Institute | 77 | $21.0K | 0.01% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 77 | $21.0K | 0.01% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 77 | $21.0K | 0.01% | +21+37.5% | Added |
| Raffa Wealth Management, LLC | 77 | $21.0K | 0.00% | +26+51.0% | Added |
| Highline Wealth Partners LLC | 76 | $20.8K | 0.01% | −19−20.0% | Reduced |
| Armstrong Advisory Group, Inc | 75 | $20.5K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 75 | $20.5K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 75 | $20.5K | 0.00% | +15+25.0% | Added |
| Meeder Asset Management Inc | 74 | $20.2K | 0.00% | −2−2.6% | Reduced |
| Ares Financial Consulting, LLC | 72 | $19.7K | 0.02% | +72 | New |
| Investors Research Corp | 69 | $18.8K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 69 | $18.8K | 0.01% | +33+91.7% | Added |
| CGC Financial Services, LLC | 66 | $18.0K | 0.00% | +66 | New |
| Sound Income Strategies, LLC | 63 | $17.6K | 0.00% | +15+31.3% | Added |
| Creative Financial Designs Inc | 64 | $17.5K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 63 | $17.2K | 0.00% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 60 | $16.8K | 0.00% | 00.0% | Unchanged |
| Greenline Wealth Management LLC | 61 | $16.6K | 0.02% | +61 | New |
| Key Financial Inc | 60 | $16.4K | 0.00% | −69−53.5% | Reduced |
| City State Bank | 60 | $16.4K | 0.00% | 00.0% | Unchanged |
| Swiss Re Ltd | 60 | $16.4K | 0.00% | +60 | New |
| Richard W. Paul & Associates, LLC | 58 | $15.8K | 0.01% | +58 | New |
| Arlington Trust Co LLC | 56 | $15.3K | 0.00% | −491−89.8% | Reduced |
| High Note Wealth, LLC | 55 | $15.0K | 0.00% | +28+103.7% | Added |
| Ogorek Anthony Joseph | 57 | $15.0K | 0.00% | −12−17.4% | Reduced |
| Kerr Financial Planning Corp | 48 | $14.4K | 0.02% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 52 | $14.2K | 0.00% | +52 | New |
| Torren Management, LLC | 51 | $14.0K | 0.01% | +51 | New |
| Clal Insurance Enterprises Holdings Ltd | 50 | $14.0K | 0.00% | +6+13.6% | Added |
| Murphy & Mullick Capital Management Corp | 50 | $13.7K | 0.01% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 50 | $13.7K | 0.01% | +50 | New |
| Clayton Financial Group LLC | 50 | $13.7K | 0.01% | +50 | New |
| Portfolio Resources Advisor Group, Inc. | 50 | $13.7K | 0.01% | +50 | New |
| Cape Investment Advisory, Inc. | 48 | $13.1K | 0.00% | +7+17.1% | Added |
| Wilkerson Advisory Group LLC | 48 | $13.1K | 0.00% | +48 | New |
| Access Investment Management LLC | 48 | $13.0K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 46 | $12.7K | 0.00% | +3+7.0% | Added |
| Bare Financial Services, Inc | 45 | $12.3K | 0.00% | −8−15.1% | Reduced |
| American National Bank | 45 | $12.3K | 0.00% | +45 | New |
| Investment Research & Advisory Group, Inc. | 39 | $12.3K | 0.00% | +39 | New |
| Golden State Wealth Management, LLC | 44 | $12.0K | 0.00% | −70−61.4% | Reduced |
| Red Tortoise LLC | 44 | $12.0K | 0.01% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 44 | $12.0K | 0.00% | +44 | New |
| Kilter Group LLC | 43 | $11.7K | 0.01% | +6+16.2% | Added |
| Laurel Wealth Advisors LLC | 42 | $11.5K | 0.00% | +42 | New |
| Marquette Asset Management, LLC | 41 | $11.2K | 0.00% | −3−6.8% | Reduced |
| Abound Wealth Management | 40 | $11.0K | 0.00% | +1+2.6% | Added |
| Lavaca Capital LLC | 39 | $10.7K | 0.00% | +4+11.4% | Added |
| SOA Wealth Advisors, LLC. | 36 | $9.95K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 36 | $9.83K | 0.00% | +33+1,100.0% | Added |
| Valued Wealth Advisors LLC | 36 | $9.71K | 0.00% | +9+33.3% | Added |
| Capula Management Ltd | 35 | $9.56K | 0.00% | −141−80.1% | Reduced |
| Activest Wealth Management | 35 | $9.56K | 0.00% | −58−62.4% | Reduced |
| Atwood & Palmer Inc | 35 | $9.56K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 35 | $9.56K | 0.00% | +1+2.9% | Added |
| Hughes Financial Services, LLC | 35 | $9.56K | 0.00% | +11+45.8% | Added |
| IMG Wealth Management, Inc. | 35 | $9.56K | 0.01% | +19+118.8% | Added |
| Cornerstone Financial Management LLC | 35 | $9.56K | 0.01% | +35 | New |
| Joseph Group Capital Management | 34 | $9.29K | 0.00% | +34 | New |
| Imprint Wealth LLC | 32 | $8.74K | 0.04% | −30−48.4% | Reduced |
| Triumph Capital Management | 30 | $8.19K | 0.00% | +30 | New |
| Caldwell Sutter Capital, Inc. | 29 | $7.92K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 28 | $7.65K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 27 | $7.37K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 26 | $7.10K | 0.00% | 00.0% | Unchanged |
| Raelipskie Partnership | 25 | $6.83K | 0.00% | 00.0% | Unchanged |
| Atomic Invest LLC | 25 | $6.81K | 0.00% | +25 | New |
| Ameriflex Group, Inc. | 25 | $6.69K | 0.00% | −24−49.0% | Reduced |
| Caitlin John, LLC | 24 | $6.55K | 0.00% | −5,303−99.5% | Reduced |
| Addison Advisors LLC | 24 | $6.55K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 23 | $6.28K | 0.00% | +11+91.7% | Added |
| Adirondack Trust Co | 23 | $6.28K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 22 | $6.01K | 0.00% | +22 | New |
| DiNuzzo Private Wealth, Inc. | 21 | $5.74K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 21 | $5.73K | 0.00% | +7+50.0% | Added |
| J.Safra Asset Management Corp | 20 | $5.46K | 0.00% | −20−50.0% | Reduced |
| Concord Wealth Partners | 20 | $5.46K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 20 | $5.46K | 0.00% | +1+5.3% | Added |
| Newbridge Financial Services Group, Inc. | 19 | $5.19K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 18 | $4.92K | 0.00% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 18 | $4.92K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 17 | $4.64K | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 17 | $4.64K | 0.00% | +17 | New |
| Longfellow Investment Management Co LLC | 15 | $4.10K | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 15 | $4.10K | 0.00% | +2+15.4% | Added |
| Old Point Trust & Financial Services N A | 15 | $4.10K | 0.00% | +15 | New |
| DecisionPoint Financial, LLC | 14 | $3.82K | 0.00% | +10+250.0% | Added |
| BFSG, LLC | 13 | $3.55K | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 13 | $3.55K | 0.00% | +13 | New |
| Align Financial, LLC | 3,550 | $3.55K | 0.00% | +3,550 | New |
| Godfrey Financial Associates, Inc. | 13 | $3.55K | 0.00% | +13 | New |
| MPWM Advisory Solutions, LLC | 12 | $3.28K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 12 | $3.28K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 12 | $3.28K | 0.00% | +3+33.3% | Added |
| YANKCOM Partnership | 12 | $3.28K | 0.00% | +12 | New |
| Aspect Partners, LLC | 11 | $3.00K | 0.00% | −47−81.0% | Reduced |
| Rialto Wealth Management, LLC | 11 | $3.00K | 0.00% | +1+10.0% | Added |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 11 | $3.00K | 0.00% | +11 | New |
| Private Wealth Management Group, LLC | 10 | $2.73K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 10 | $2.73K | 0.00% | +1+11.1% | Added |