| 1015 Capital Partners, LLC | 110 | $14.3K | 0.01% | +7+6.8% | Added |
| WealthCollab, LLC | 107 | $13.9K | 0.01% | −11−9.3% | Reduced |
| LFA - Lugano Financial Advisors SA | 106 | $13.8K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 105 | $13.6K | 0.01% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 104 | $13.5K | 0.01% | +22+26.8% | Added |
| Midwest Capital Advisors, LLC | 102 | $13.2K | 0.01% | 00.0% | Unchanged |
| Virginia Estate & Retirement Planning Advisors Inc. | 101 | $13.1K | 0.02% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 100 | $13.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 100 | $13.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 100 | $13.0K | 0.00% | +100 | New |
| Bay Harbor Wealth Management, LLC | 99 | $12.8K | 0.00% | +22+28.6% | Added |
| Beaird Harris Wealth Management, LLC | 98 | $12.7K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 98 | $12.7K | 0.00% | +54+122.7% | Added |
| Pacifica Partners Inc. | 96 | $12.6K | 0.00% | 00.0% | Unchanged |
| Bayban | 96 | $12.5K | 0.01% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 94 | $12.2K | 0.00% | +94 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 92 | $11.9K | 0.00% | −2,142−95.9% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. | 90 | $11.7K | 0.03% | 00.0% | Unchanged |
| JNBA Financial Advisors | 90 | $11.7K | 0.00% | +90 | New |
| Wall Street Access Asset Management, LLC | 86 | $11.2K | 0.00% | +86 | New |
| Lummis Asset Management, LP | 85 | $11.0K | 0.01% | +16+23.2% | Added |
| Hanson & Doremus Investment Management | 86 | $11.0K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 85 | $11.0K | 0.01% | +29+51.8% | Added |
| Strengthening Families & Communities, LLC | 83 | $10.7K | 0.00% | +15+22.1% | Added |
| Golden State Wealth Management, LLC | 77 | $10.1K | 0.00% | +10+14.9% | Added |
| Financial Consulate, Inc | 76 | $9.86K | 0.00% | +4+5.6% | Added |
| Private Wealth Management Group, LLC | 76 | $9.86K | 0.00% | +25+49.0% | Added |
| McDonald Partners LLC | 75 | $9.73K | 0.00% | +75 | New |
| Signature Equity Partners, LLC | 74 | $9.55K | 0.00% | +5+7.2% | Added |
| 10Elms LLP | 72 | $9.40K | 0.00% | +72 | New |
| Financial Management Professionals, Inc. | 72 | $9.34K | 0.00% | +7+10.8% | Added |
| Frazier Financial Advisors, LLC | 71 | $9.21K | 0.00% | −8−10.1% | Reduced |
| First Financial Corp | 69 | $8.95K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 67 | $8.69K | 0.01% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 67 | $8.69K | 0.00% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 66 | $8.56K | 0.00% | +66 | New |
| Principia Wealth Advisory, LLC | 65 | $8.43K | 0.00% | +40+160.0% | Added |
| Crewe Advisors LLC | 64 | $8.30K | 0.00% | +51+392.3% | Added |
| Webster Bank, N. A. | 61 | $7.91K | 0.00% | −67−52.3% | Reduced |
| Raffa Wealth Management, LLC | 60 | $7.78K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 60 | $7.78K | 0.00% | +47+361.5% | Added |
| Axiom Investment Management LLC | 60 | $7.78K | 0.01% | +60 | New |
| Kayne Anderson Rudnick Investment Management LLC | 58 | $7.63K | 0.00% | −5−7.9% | Reduced |
| BNP Paribas | 57 | $7.54K | 0.00% | +57 | New |
| Addison Advisors LLC | 57 | $7.39K | 0.00% | −19−25.0% | Reduced |
| Consultiva Wealth Management, Corp. | 57 | $7.39K | 0.02% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 56 | $7.26K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 55 | $7.13K | 0.00% | +55 | New |
| High Note Wealth, LLC | 54 | $7.00K | 0.00% | +30+125.0% | Added |
| Centerpoint Advisors, LLC | 54 | $7.00K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 53 | $6.88K | 0.00% | −19−26.4% | Reduced |
| Compass Financial Management LLC | 53 | $6.88K | 0.00% | +53 | New |
| Adirondack Trust Co | 52 | $6.75K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 50 | $6.73K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 50 | $6.49K | 0.00% | −116−69.9% | Reduced |
| Beacon Investment Advisory Services, Inc. | 50 | $6.49K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 50 | $6.49K | 0.00% | 00.0% | Unchanged |
| Corsicana & Co. | 49 | $6.36K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 48 | $6.23K | 0.00% | +7+17.1% | Added |
| DiNuzzo Private Wealth, Inc. | 46 | $5.97K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 42 | $5.40K | 0.00% | +1+2.4% | Added |
| Vision Retirement, LLC | 41 | $5.32K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 41 | $5.32K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 40 | $5.19K | 0.00% | +6+17.6% | Added |
| Nvest Wealth Strategies, Inc. | 39 | $5.06K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 45 | $5.00K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 38 | $4.93K | 0.01% | −190−83.3% | Reduced |
| Evolution Wealth Management Inc. | 37 | $4.80K | 0.00% | +22+146.7% | Added |
| Byrne Asset Management LLC | 36 | $4.67K | 0.00% | −8−18.2% | Reduced |
| Sawyer & Company, Inc | 35 | $4.54K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 35 | $4.54K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 34 | $4.41K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 32 | $4.15K | 0.00% | +2+6.7% | Added |
| Nemes Rush Group LLC | 32 | $4.15K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 32 | $4.15K | 0.00% | 00.0% | Unchanged |
| Keb Asset Management, LLC | 32 | $4.15K | 0.00% | +32 | New |
| Navigoe, LLC | 32 | $4.00K | 0.00% | +16+100.0% | Added |
| Hollencrest Capital Management | 30 | $3.89K | 0.00% | −100−76.9% | Reduced |
| 1620 Investment Advisors, Inc. | 30 | $3.89K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 30 | $3.89K | 0.00% | +30 | New |
| Costello Asset Management, INC | 29 | $3.76K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 29 | $3.76K | 0.00% | +29 | New |
| Buck Wealth Strategies, LLC | 29 | $3.76K | 0.00% | +29 | New |
| Mosley Wealth Management | 29 | $3.76K | 0.00% | +29 | New |
| Quaker Wealth Management, LLC | 28 | $3.65K | 0.00% | −1,017−97.3% | Reduced |
| EFG International AG | 27 | $3.50K | 0.00% | +11+68.8% | Added |
| Talon Private Wealth, LLC | 26 | $3.40K | 0.00% | +26 | New |
| Aspect Partners, LLC | 25 | $3.24K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 24 | $3.17K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 24 | $3.17K | 0.00% | −25−51.0% | Reduced |
| Davis Capital Management | 24 | $3.11K | 0.00% | +21+700.0% | Added |
| Planning Strategies Inc. | 24 | $3.11K | 0.00% | +24 | New |
| Brown, Lisle/Cummings, Inc. | 23 | $2.98K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 23 | $2.98K | 0.00% | +11+91.7% | Added |
| Allied Private Wealth LLC | 21 | $2.90K | 0.00% | +21 | New |
| J.Safra Asset Management Corp | 21 | $2.72K | 0.00% | −15−41.7% | Reduced |
| Copia Wealth Management | 21 | $2.72K | 0.00% | +11+110.0% | Added |
| Cedar Mountain Advisors, LLC | 17 | $2.21K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 16 | $2.08K | 0.00% | 00.0% | Unchanged |
| Tounjian Advisory Partners, LLC | 16 | $2.08K | 0.00% | +16 | New |