| Keating Financial Advisory Services, Inc. | 228 | $19.4K | 0.00% | +13+6.0% | Added |
| ZRC Wealth Management, LLC | 226 | $19.2K | 0.01% | +226 | New |
| TD Waterhouse Canada Inc. | 219 | $19.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 224 | $19.0K | 0.00% | −420−65.2% | Reduced |
| Covestor Ltd | 217 | $19.0K | 0.01% | +68+45.6% | Added |
| Salem Investment Counselors Inc | 220 | $18.7K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 207 | $17.6K | 0.00% | −181−46.6% | Reduced |
| Harbour Investments, Inc. | 207 | $17.6K | 0.00% | +47+29.4% | Added |
| City Holding Co | 200 | $17.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 200 | $17.0K | 0.00% | 00.0% | Unchanged |
| Rachor Investment Advisory Services, LLC | 200 | $17.0K | 0.01% | 00.0% | Unchanged |
| Compass Financial Management LLC | 185 | $16.3K | 0.00% | +185 | New |
| Pinnacle Wealth Planning Services, Inc. | 191 | $16.2K | 0.00% | +104+119.5% | Added |
| Salomon & Ludwin, LLC | 183 | $15.9K | 0.00% | +183 | New |
| Activest Wealth Management | 184 | $15.6K | 0.00% | +163+776.2% | Added |
| GW&K Investment Management, LLC | 149 | $13.0K | 0.00% | −146−49.5% | Reduced |
| CoreCap Advisors, LLC | 149 | $12.6K | 0.00% | +109+272.5% | Added |
| Gables Capital Management Inc. | 135 | $11.5K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 130 | $11.0K | 0.01% | −27−17.2% | Reduced |
| Spire Wealth Management | 120 | $10.2K | 0.00% | +5+4.3% | Added |
| Smithfield Trust Co | 118 | $10.0K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 117 | $9.93K | 0.01% | −33−22.0% | Reduced |
| MCF Advisors LLC | 111 | $9.42K | 0.00% | −119−51.7% | Reduced |
| Miller Global Investments, LLC | 105 | $8.91K | 0.01% | 00.0% | Unchanged |
| Stance Capital LLC | 100 | $8.49K | 0.00% | −400−80.0% | Reduced |
| North Star Investment Management Corp. | 100 | $8.49K | 0.00% | −38−27.5% | Reduced |
| WealthCollab, LLC | 100 | $8.49K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 89 | $7.55K | 0.00% | −55−38.2% | Reduced |
| Torren Management, LLC | 80 | $6.79K | 0.00% | −24−23.1% | Reduced |
| JPL Wealth Management, LLC | 73 | $6.20K | 0.00% | +58+386.7% | Added |
| Fortitude Family Office, LLC | 70 | $5.94K | 0.00% | +70 | New |
| Cornerstone Planning Group LLC | 63 | $5.63K | 0.00% | −7−10.0% | Reduced |
| Financial Network Wealth Advisors LLC | 61 | $5.18K | 0.01% | −142−70.0% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 61 | $5.18K | 0.00% | +61 | New |
| MV Capital Management, Inc. | 59 | $5.01K | 0.00% | −10−14.5% | Reduced |
| JFS Wealth Advisors, LLC | 59 | $5.01K | 0.00% | −8−11.9% | Reduced |
| WPG Advisers, LLC | 58 | $4.92K | 0.00% | −414−87.7% | Reduced |
| Bell Investment Advisors, Inc | 57 | $4.84K | 0.00% | −59−50.9% | Reduced |
| Sachetta, LLC | 57 | $4.84K | 0.00% | +57 | New |
| Ameriflex Group, Inc. | 51 | $4.33K | 0.00% | +51 | New |
| Private Trust Co NA | 50 | $4.24K | 0.00% | −13−20.6% | Reduced |
| Flagship Wealth Advisors, LLC | 50 | $4.24K | 0.00% | +50 | New |
| SJS Investment Consulting Inc. | 48 | $4.08K | 0.00% | +23+92.0% | Added |
| Manchester Capital Management LLC | 45 | $3.82K | 0.00% | +44+4,400.0% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 43 | $3.65K | 0.00% | −140,355−100.0% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 40 | $3.40K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 40 | $3.40K | 0.00% | +40 | New |
| Webster Bank, N. A. | 38 | $3.23K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 38 | $3.23K | 0.00% | +21+123.5% | Added |
| Highline Wealth Partners LLC | 37 | $3.14K | 0.00% | −45−54.9% | Reduced |
| Raffa Wealth Management, LLC | 36 | $3.06K | 0.00% | −7−16.3% | Reduced |
| Grove Bank & Trust | 36 | $3.06K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 36 | $3.06K | 0.00% | +4+12.5% | Added |
| Abound Wealth Management | 36 | $3.06K | 0.00% | +6+20.0% | Added |
| Kilter Group LLC | 35 | $2.97K | 0.00% | +19+118.8% | Added |
| Action Point Financial Planning, LLC | 35 | $2.80K | 0.00% | +35 | New |
| Bogart Wealth, LLC | 32 | $2.72K | 0.00% | +20+166.7% | Added |
| Central Trust Co | 31 | $2.63K | 0.00% | +31 | New |
| Clear Street Markets LLC | 31 | $2.63K | 0.00% | +9+40.9% | Added |
| Cornerstone Financial Management LLC | 29 | $2.46K | 0.00% | +2+7.4% | Added |
| Fairman Group, LLC | 28 | $2.38K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 27 | $2.29K | 0.00% | +27 | New |
| Silver Grove Financial Group, Inc. | 26 | $2.21K | 0.00% | +26 | New |
| Persistent Asset Partners Ltd | 24 | $2.04K | 0.00% | +24 | New |
| CVA Family Office, LLC | 21 | $1.78K | 0.00% | −59−73.8% | Reduced |
| Leonteq Securities AG | 20 | $1.70K | 0.00% | −209−91.3% | Reduced |
| Principia Wealth Advisory, LLC | 20 | $1.70K | 0.00% | +5+33.3% | Added |
| Bartlett & Co. Wealth Management LLC | 20 | $1.70K | 0.00% | +20 | New |
| Valley National Advisers Inc | 17 | $1.44K | 0.00% | +17 | New |
| Planning Strategies Inc. | 16 | $1.36K | 0.00% | +16 | New |
| South State Corp. | 15 | $1.27K | 0.00% | −6−28.6% | Reduced |
| Dunhill Financial, LLC | 14 | $1.22K | 0.00% | +5+55.6% | Added |
| SHP Wealth Management | 14 | $1.19K | 0.00% | −7−33.3% | Reduced |
| AdvisorNet Financial, Inc | 14 | $1.19K | 0.00% | +14 | New |
| Tidemark, LLC | 12 | $1.02K | 0.00% | +10+500.0% | Added |
| Capital Advisors, Ltd. LLC | 14 | $1.00K | 0.00% | −177−92.7% | Reduced |
| Avion Wealth | 18 | $1.00K | 0.00% | −1−5.3% | Reduced |
| Prestige Wealth Management Group LLC | 11 | $934 | 0.00% | −8−42.1% | Reduced |
| DiNuzzo Private Wealth, Inc. | 11 | $934 | 0.00% | −2−15.4% | Reduced |
| IMA Wealth, Inc. | 11 | $934 | 0.00% | +11 | New |
| Princeton Global Asset Management LLC | 11 | $934 | 0.00% | +11 | New |
| BFSG, LLC | 10 | $849 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 10 | $849 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 10 | $849 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 9 | $811 | 0.00% | −474−98.1% | Reduced |
| Creative Financial Designs Inc | 9 | $764 | 0.00% | +9 | New |
| BOK Financial Private Wealth, Inc. | 9 | $764 | 0.00% | +9 | New |
| Ares Financial Consulting, LLC | 9 | $764 | 0.00% | +9 | New |
| Private Wealth Management Group, LLC | 8 | $680 | 0.00% | −48−85.7% | Reduced |
| Beaird Harris Wealth Management, LLC | 8 | $680 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 8 | $680 | 0.00% | +4+100.0% | Added |
| Brown, Lisle/Cummings, Inc. | 8 | $679 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 8 | $679 | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 8 | $679 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 8 | $679 | 0.00% | +4+100.0% | Added |
| First Horizon Corp | 7 | $594 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 7 | $594 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 6 | $510 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 5 | $424 | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 5 | $424 | 0.00% | 00.0% | Unchanged |
