| Fortitude Family Office, LLC | 156 | $6.50K | 0.00% | +134+609.1% | Added |
| Fourth Dimension Wealth, LLC | 155 | $6.46K | 0.00% | −15−8.8% | Reduced |
| Fortis Group Advisors, LLC | 153 | $6.37K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 153 | $6.37K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 150 | $6.25K | 0.00% | −149−49.8% | Reduced |
| NCP Inc. | 150 | $6.25K | 0.01% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 150 | $6.25K | 0.00% | +150 | New |
| Peterson Wealth Management | 150 | $6.25K | 0.00% | +150 | New |
| Transamerica Financial Advisors, Inc. | 149 | $6.24K | 0.00% | +107+254.8% | Added |
| First Horizon Corp | 147 | $6.12K | 0.00% | −274−65.1% | Reduced |
| Paladin Partners, LLC | 146 | $6.08K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 142 | $5.92K | 0.00% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 142 | $5.91K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 141 | $5.87K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 139 | $5.79K | 0.00% | +64+85.3% | Added |
| Westside Investment Management, Inc. | 137 | $5.71K | 0.00% | −12−8.1% | Reduced |
| First Financial Corp | 136 | $5.66K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 130 | $5.42K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 130 | $5.42K | 0.00% | +34+35.4% | Added |
| Financial Freedom, LLC | 128 | $5.32K | 0.00% | −55−30.1% | Reduced |
| Clayton Financial Group LLC | 127 | $5.29K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 125 | $5.21K | 0.00% | +125 | New |
| Breakwater Investment Management | 125 | $5.21K | 0.00% | +125 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 116 | $5.00K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 117 | $4.87K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 93 | $4.83K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 111 | $4.62K | 0.00% | 00.0% | Unchanged |
| Napier Financial, LLC | 111 | $4.62K | 0.00% | +111 | New |
| Dunhill Financial, LLC | 105 | $4.38K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 105 | $4.37K | 0.00% | +60+133.3% | Added |
| Signature Resources Capital Management, LLC | 103 | $4.29K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 103 | $4.29K | 0.00% | 00.0% | Unchanged |
| Capital & Planning, LLC | 100 | $4.17K | 0.00% | +100 | New |
| MB, Levis & Associates, LLC | 97 | $4.05K | 0.00% | +1+1.0% | Added |
| Colonial Trust Co | 97 | $4.04K | 0.00% | +14+16.9% | Added |
| Pin Oak Investment Advisors Inc | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 96 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tripletail Wealth Management, LLC | 94 | $3.89K | 0.01% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 92 | $3.83K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 91 | $3.79K | 0.00% | +91 | New |
| Boyd Watterson Asset Management LLC | 87 | $3.62K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 85 | $3.54K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 84 | $3.50K | 0.00% | +10+13.5% | Added |
| Merkkuri Wealth Advisors LLC | 80 | $3.31K | 0.00% | +80 | New |
| 1 North Wealth Services LLC | 78 | $3.25K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 77 | $3.21K | 0.00% | +8+11.6% | Added |
| MBM Wealth Consultants, LLC | 77 | $3.21K | 0.00% | +77 | New |
| Financial Management Professionals, Inc. | 76 | $3.17K | 0.00% | +76 | New |
| Central Pacific Bank - Trust Division | 74 | $3.08K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 72 | $3.00K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 72 | $3.00K | 0.00% | +5+7.5% | Added |
| Sunrise Financial Services, LLC | 71 | $2.96K | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 70 | $2.90K | 0.00% | +1+1.4% | Added |
| Pacific Center for Financial Services | 68 | $2.83K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 70 | $2.79K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 66 | $2.75K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 64 | $2.67K | 0.00% | +29+82.9% | Added |
| Bay Harbor Wealth Management, LLC | 63 | $2.62K | 0.00% | +38+152.0% | Added |
| Greykasell Wealth Strategies, Inc. | 52 | $2.17K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 52 | $2.15K | 0.00% | +1+2.0% | Added |
| Pacifica Partners Inc. | 50 | $2.08K | 0.00% | −300−85.7% | Reduced |
| Penserra Capital Management LLC | 60 | $2.00K | 0.00% | +15+33.3% | Added |
| Phillip James Consulting Co. | 53 | $2.00K | 0.00% | +53 | New |
| WealthCollab, LLC | 47 | $1.96K | 0.00% | +47 | New |
| High Note Wealth, LLC | 45 | $1.87K | 0.00% | +45 | New |
| Hallmark Capital Management Inc | 43 | $1.79K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 43 | $1.77K | 0.00% | +1+2.4% | Added |
| IMG Wealth Management, Inc. | 42 | $1.75K | 0.00% | −13−23.6% | Reduced |
| Rocky Mountain Advisers, LLC | 42 | $1.75K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 39 | $1.62K | 0.00% | +39 | New |
| Godfrey Financial Associates, Inc. | 38 | $1.58K | 0.00% | 00.0% | Unchanged |
| Harbor Asset Planning, Inc. | 37 | $1.54K | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 36 | $1.50K | 0.00% | 00.0% | Unchanged |
| Portus Wealth Advisors, LLC | 35 | $1.46K | 0.00% | +35 | New |
| Cranbrook Wealth Management, LLC | 33 | $1.38K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 33 | $1.37K | 0.00% | 00.0% | Unchanged |
| Rachor Investment Advisory Services, LLC | 31 | $1.28K | 0.00% | +1+3.3% | Added |
| Sfam, LLC | 30 | $1.25K | 0.00% | 00.0% | Unchanged |
| American National Bank | 30 | $1.25K | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 28 | $1.17K | 0.00% | +28 | New |
| PayPay Securities Corp | 29 | $1.16K | 0.04% | −38−56.7% | Reduced |
| Anfield Capital Management, LLC | 26 | $1.08K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 25 | $1.04K | 0.00% | +25 | New |
| Coston, McIsaac & Partners | 35 | $1.00K | 0.00% | −167−82.7% | Reduced |
| Darwin Advisors, LLC | 23 | $969 | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 23 | $958 | 0.00% | −12−34.3% | Reduced |
| BNP Paribas | 17 | $716 | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 16 | $666 | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 17 | $665 | 0.00% | +17 | New |
| RWM Asset Management, LLC | 15 | $625 | 0.00% | +15 | New |
| Retirement Wealth Solutions LLC | 14 | $584 | 0.00% | −7−33.3% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 14 | $584 | 0.00% | −6−30.0% | Reduced |
| Caitlin John, LLC | 14 | $583 | 0.00% | −300−95.5% | Reduced |
| Valued Wealth Advisors LLC | 11 | $459 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 11 | $458 | 0.00% | −97−89.8% | Reduced |
| Curio Wealth, LLC | 11 | $458 | 0.00% | +11 | New |
| Seneschal Advisors, LLC | 10 | $417 | 0.00% | +10 | New |
| HFM Investment Advisors, LLC | 10 | $417 | 0.00% | +10 | New |
| Clark Wealth Partners | 10 | $413 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 9 | $372 | 0.00% | 00.0% | Unchanged |