| Pinnacle Wealth Planning Services, Inc. | 63 | $75.3K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 61 | $72.9K | 0.00% | +1+1.7% | Added |
| City Holding Co | 58 | $69.3K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 56 | $66.9K | 0.00% | −3−5.1% | Reduced |
| Bayforest Capital Ltd | 55 | $65.7K | 0.06% | −119−68.4% | Reduced |
| Anchor Investment Management, LLC | 52 | $62.1K | 0.00% | +2+4.0% | Added |
| Clearstead Advisors, LLC | 50 | $59.7K | 0.00% | −65−56.5% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 50 | $59.7K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 44 | $52.6K | 0.00% | +24+120.0% | Added |
| 10Elms LLP | 43 | $51.4K | 0.02% | +43 | New |
| Key Financial Inc | 38 | $45.4K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 38 | $45.4K | 0.01% | +10+35.7% | Added |
| Golden State Wealth Management, LLC | 37 | $44.2K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 36 | $43.0K | 0.00% | +18+100.0% | Added |
| Quarry LP | 36 | $43.0K | 0.01% | +36 | New |
| Cheviot Value Management, LLC | 34 | $40.6K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 32 | $38.2K | 0.02% | +7+28.0% | Added |
| Aventura Private Wealth, LLC | 30 | $35.8K | 0.01% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 30 | $35.8K | 0.02% | +30 | New |
| Harbour Investments, Inc. | 28 | $33.6K | 0.00% | −8−22.2% | Reduced |
| Acadian Asset Management LLC | 27 | $32.0K | 0.00% | −227−89.4% | Reduced |
| Capital Analysts, LLC | 27 | $32.0K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 26 | $31.1K | 0.01% | +1+4.0% | Added |
| First Command Advisory Services, Inc. | 26 | $31.1K | 0.00% | +16+160.0% | Added |
| Mechanics Financial Corp | 25 | $29.9K | 0.01% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 25 | $29.9K | 0.00% | +8+47.1% | Added |
| Union Bancaire Privee, UBP SA | 31 | $27.6K | 0.00% | −109−77.9% | Reduced |
| BFSG, LLC | 23 | $27.5K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 23 | $27.5K | 0.00% | +2+9.5% | Added |
| Manchester Capital Management LLC | 23 | $27.5K | 0.00% | +3+15.0% | Added |
| TD Private Client Wealth LLC | 22 | $26.3K | 0.00% | −22−50.0% | Reduced |
| Barrett & Company, Inc. | 20 | $23.9K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 20 | $23.9K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 20 | $23.0K | 0.00% | +1+5.3% | Added |
| Moisand Fitzgerald Tamayo, LLC | 19 | $22.7K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 17 | $20.3K | 0.00% | −5−22.7% | Reduced |
| Logan Capital Management Inc | 17 | $20.3K | 0.00% | +17 | New |
| Bell Investment Advisors, Inc | 16 | $19.1K | 0.00% | −3−15.8% | Reduced |
| JFS Wealth Advisors, LLC | 16 | $19.1K | 0.00% | −1−5.9% | Reduced |
| Avalon Trust Co | 16 | $19.1K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 16 | $19.1K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 16 | $19.1K | 0.00% | −1−5.9% | Reduced |
| N.E.W. Advisory Services LLC | 16 | $19.1K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 16 | $19.0K | 0.00% | −1−5.9% | Reduced |
| CVA Family Office, LLC | 15 | $17.9K | 0.00% | −15−50.0% | Reduced |
| Caldwell Sutter Capital, Inc. | 15 | $17.9K | 0.01% | −5−25.0% | Reduced |
| Adirondack Trust Co | 15 | $17.9K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 14 | $16.9K | 0.00% | −3−17.6% | Reduced |
| Johnson Financial Group, Inc. | 14 | $16.7K | 0.00% | −2−12.5% | Reduced |
| Brown, Lisle/Cummings, Inc. | 14 | $16.7K | 0.00% | −4−22.2% | Reduced |
| Private Wealth Management Group, LLC | 14 | $16.7K | 0.00% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 13 | $15.5K | 0.02% | 00.0% | Unchanged |
| Hilltop National Bank | 13 | $15.5K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 13 | $15.5K | 0.00% | +6+85.7% | Added |
| Continuum Advisory, LLC | 13 | $15.5K | 0.00% | +13 | New |
| Spire Wealth Management | 13 | $14.9K | 0.00% | −1−7.1% | Reduced |
| Owl Creek Wealth Partners LLC | 11 | $13.1K | 0.00% | −5−31.3% | Reduced |
| Indiana Trust & Investment Management CO | 11 | $13.1K | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 11 | $13.1K | 0.00% | +8+266.7% | Added |
| Sachetta, LLC | 11 | $13.1K | 0.01% | +9+450.0% | Added |
| UMA Financial Services, Inc. | 11 | $13.1K | 0.00% | +11 | New |
| Westfuller Advisors, LLC | 11 | $12.6K | 0.00% | −2−15.4% | Reduced |
| WealthCollab, LLC | 10 | $11.9K | 0.00% | 00.0% | Unchanged |
| Southern Michigan Bank & Trust | 10 | $11.9K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 10 | $11.9K | 0.00% | +4+66.7% | Added |
| Covestor Ltd | 9 | $11.0K | 0.01% | +3+50.0% | Added |
| Altshuler Shaham Ltd | 9 | $10.8K | 0.00% | −2−18.2% | Reduced |
| Solstein Capital, LLC | 9 | $10.8K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 9 | $10.8K | 0.01% | 00.0% | Unchanged |
| Wormser Freres Gestion | 9 | $10.8K | 0.01% | +9 | New |
| Bogart Wealth, LLC | 9 | $10.3K | 0.00% | +3+50.0% | Added |
| Cornerstone Planning Group LLC | 8 | $9.77K | 0.00% | −1−11.1% | Reduced |
| True Wealth Design, LLC | 8 | $9.56K | 0.00% | +4+100.0% | Added |
| Action Point Financial Planning, LLC | 8 | $9.56K | 0.00% | +8 | New |
| Transamerica Financial Advisors, Inc. | 8 | $9.56K | 0.00% | +4+100.0% | Added |
| Prestige Wealth Management Group LLC | 7 | $8.36K | 0.00% | 00.0% | Unchanged |
| Birchwood Financial Partners, Inc. | 7 | $8.36K | 0.01% | −1−12.5% | Reduced |
| Avion Wealth | 7 | $8.00K | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 7 | $7.80K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 6 | $7.17K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 6 | $7.17K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 6 | $7.17K | 0.01% | +3+100.0% | Added |
| MV Capital Management, Inc. | 6 | $7.17K | 0.00% | +4+200.0% | Added |
| Salem Investment Counselors Inc | 6 | $7.17K | 0.00% | +6 | New |
| Truvestments Capital LLC | 5 | $5.97K | 0.00% | −43−89.6% | Reduced |
| Bayban | 5 | $5.97K | 0.00% | −4−44.4% | Reduced |
| Rakuten Securities, Inc. | 5 | $5.97K | 0.00% | −3−37.5% | Reduced |
| DiNuzzo Private Wealth, Inc. | 5 | $5.97K | 0.00% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 5 | $5.97K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 5 | $5.97K | 0.00% | +1+25.0% | Added |
| North Star Investment Management Corp. | 5 | $5.97K | 0.00% | +3+150.0% | Added |
| Ares Financial Consulting, LLC | 5 | $5.97K | 0.00% | +5 | New |
| Evelyn Partners Group Ltd | 5 | $5.97K | 0.00% | +5 | New |
| Purpose Unlimited Inc. | 5 | $5.97K | 0.00% | −352−98.6% | Reduced |
| Brooklyn FI, LLC | 4 | $4.89K | 0.00% | +4 | New |
| Basecamp Wealth Advisors LLC | 4 | $4.78K | 0.00% | −18−81.8% | Reduced |
| First Horizon Corp | 4 | $4.78K | 0.00% | −11−73.3% | Reduced |
| Financial Management Professionals, Inc. | 4 | $4.78K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 4 | $4.78K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 4 | $4.78K | 0.00% | +4 | New |
