| Close Asset Management Ltd | 120 | $5.00K | 0.00% | −62−34.1% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 116 | $5.00K | 0.00% | 00.0% | Unchanged |
| IFC & Insurance Marketing, Inc. | 115 | $5.00K | 0.00% | +115 | New |
| Stephenson National Bank & Trust | 122 | $4.90K | 0.00% | −125−50.6% | Reduced |
| TD Capital Management LLC | 121 | $4.85K | 0.00% | +1+0.8% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 119 | $4.81K | 0.00% | +2+1.7% | Added |
| Meramec Financial Planners, LLC | 101 | $4.72K | 0.00% | +101 | New |
| Cape Investment Advisory, Inc. | 115 | $4.62K | 0.00% | +60+109.1% | Added |
| Fairway Wealth LLC | 107 | $4.30K | 0.00% | +107 | New |
| Vermillion & White Wealth Management Group, LLC | 148 | $4.22K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 104 | $4.18K | 0.00% | +55+112.2% | Added |
| Signature Resources Capital Management, LLC | 103 | $4.14K | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 103 | $4.14K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 93 | $4.10K | 0.00% | 00.0% | Unchanged |
| Syntax Research, Inc. | 100 | $4.02K | 0.00% | 00.0% | Unchanged |
| Mountain Hill Investment Partners Corp. | 100 | $4.02K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 100 | $4.02K | 0.00% | +100 | New |
| Abound Financial, LLC | 100 | $4.02K | 0.00% | +100 | New |
| Vision Retirement, LLC | 100 | $4.02K | 0.00% | +100 | New |
| Paladin Partners, LLC | 100 | $4.02K | 0.00% | +100 | New |
| IMG Wealth Management, Inc. | 99 | $3.98K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 97 | $3.90K | 0.00% | +97 | New |
| Cornerstone Planning Group LLC | 85 | $3.79K | 0.00% | +58+214.8% | Added |
| Sachetta, LLC | 94 | $3.78K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 90 | $3.62K | 0.00% | 00.0% | Unchanged |
| NCP Inc. | 88 | $3.54K | 0.00% | +88 | New |
| McGuire Capital Advisors Inc | 88 | $3.54K | 0.00% | +88 | New |
| Boyd Watterson Asset Management LLC | 87 | $3.50K | 0.00% | −4−4.4% | Reduced |
| Islay Capital Management, LLC | 85 | $3.42K | 0.00% | 00.0% | Unchanged |
| Optima Capital LLC | 81 | $3.26K | 0.00% | +81 | New |
| Scarborough Advisors, LLC | 80 | $3.20K | 0.00% | −2−2.4% | Reduced |
| 1 North Wealth Services LLC | 78 | $3.14K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 78 | $3.14K | 0.00% | +78 | New |
| Redmont Wealth Advisors LLC | 75 | $3.02K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 85 | $3.00K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 74 | $2.98K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 71 | $2.85K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 71 | $2.85K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 71 | $2.85K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 70 | $2.81K | 0.00% | −15−17.6% | Reduced |
| Highline Wealth Partners LLC | 67 | $2.68K | 0.00% | +25+59.5% | Added |
| United Financial Planning Group LLC | 66 | $2.65K | 0.00% | +66 | New |
| Sunrise Financial Services, LLC | 66 | $2.65K | 0.00% | +66 | New |
| Godsey & Gibb Associates | 65 | $2.61K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 64 | $2.57K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 64 | $2.57K | 0.00% | +64 | New |
| Aventura Private Wealth, LLC | 63 | $2.53K | 0.00% | +5+8.6% | Added |
| Stone House Investment Management, LLC | 63 | $2.51K | 0.00% | −82−56.6% | Reduced |
| Newbridge Financial Services Group, Inc. | 57 | $2.29K | 0.00% | −62−52.1% | Reduced |
| Wealth Watch Advisors, INC | 57 | $2.29K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 54 | $2.16K | 0.00% | −25−31.6% | Reduced |
| Battery Global Advisors, LLC | 18 | $2.15K | 0.00% | −390−95.6% | Reduced |
| Abound Wealth Management | 53 | $2.14K | 0.00% | +4+8.2% | Added |
| Turning Point Benefit Group, Inc. | 51 | $2.05K | 0.00% | +28+121.7% | Added |
| American Capital Advisory, LLC | 50 | $2.01K | 0.00% | +4+8.7% | Added |
| Pin Oak Investment Advisors Inc | 32 | $2.00K | 0.00% | 00.0% | Unchanged |
| Maseco LLP | 50 | $1.99K | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 49 | $1.97K | 0.00% | +49 | New |
| CBIZ Investment Advisory Services, LLC | 45 | $1.81K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 43 | $1.73K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 43 | $1.73K | 0.00% | +43 | New |
| Harbor Asset Planning, Inc. | 42 | $1.69K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 41 | $1.65K | 0.00% | +16+64.0% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 40 | $1.61K | 0.00% | +40 | New |
| HighMark Wealth Management LLC | 40 | $1.60K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 39 | $1.57K | 0.00% | +39 | New |
| Godfrey Financial Associates, Inc. | 38 | $1.53K | 0.00% | +38 | New |
| Atlantic Trust, LLC | 37 | $1.49K | 0.00% | −28−43.1% | Reduced |
| Transamerica Financial Advisors, Inc. | 35 | $1.41K | 0.00% | −5−12.5% | Reduced |
| Fairman Group, LLC | 35 | $1.41K | 0.00% | +35 | New |
| Fideuram Asset Management (Ireland) dac | 22 | $1.37K | 0.00% | +22 | New |
| Rossby Financial, LCC | 33 | $1.33K | 0.00% | −66−66.7% | Reduced |
| Align Financial, LLC | 1,327 | $1.33K | 0.00% | +1,327 | New |
| Rogco, LP | 32 | $1.29K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 31 | $1.25K | 0.00% | +31 | New |
| Optiver Holding B.V. | 31 | $1.25K | 0.00% | +31 | New |
| Rachor Investment Advisory Services, LLC | 30 | $1.21K | 0.00% | +30 | New |
| J.Safra Asset Management Corp | 30 | $1.21K | 0.00% | −141−82.5% | Reduced |
| NVWM, LLC | 30 | $1.21K | 0.00% | +5+20.0% | Added |
| BankPlus Trust Department | 29 | $1.17K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 29 | $1.17K | 0.00% | +29 | New |
| Ankerstar Wealth, LLC | 29 | $1.17K | 0.00% | +29 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 25 | $1.11K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 27 | $1.08K | 0.00% | +27 | New |
| Clark Wealth Partners | 26 | $1.04K | 0.00% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 27 | $1.00K | 0.00% | −6,657−99.6% | Reduced |
| Hollencrest Capital Management | 23 | $925 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 23 | $925 | 0.00% | +4+21.1% | Added |
| Frazier Financial Advisors, LLC | 22 | $898 | 0.00% | +22 | New |
| Duncker Streett & Co Inc | 22 | $884 | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 21 | $824 | 0.00% | +21 | New |
| Archer Investment Corp | 20 | $804 | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 20 | $804 | 0.00% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 20 | $804 | 0.00% | +20 | New |
| Quest 10 Wealth Builders, Inc. | 19 | $764 | 0.00% | −15−44.1% | Reduced |
| MPWM Advisory Solutions, LLC | 18 | $724 | 0.00% | −6−25.0% | Reduced |
| Estate Planners Group, LLC | 17 | $687 | 0.00% | +17 | New |
| ZRC Wealth Management, LLC | 17 | $684 | 0.00% | −70−80.5% | Reduced |