| Highline Wealth Partners LLC | 35 | $2.59K | 0.00% | +8+29.6% | Added |
| Bellwether Advisors, LLC | 38 | $2.81K | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 38 | $2.82K | 0.00% | +3+8.6% | Added |
| HighMark Wealth Management LLC | 40 | $2.97K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 51 | $3.00K | 0.00% | −17−25.0% | Reduced |
| Your Advocates Ltd., LLP | 41 | $3.04K | 0.00% | −8−16.3% | Reduced |
| TruNorth Capital Management, LLC | 41 | $3.04K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 41 | $3.04K | 0.00% | +19+86.4% | Added |
| Pineridge Advisors LLC | 42 | $3.11K | 0.00% | +28+200.0% | Added |
| Avalon Trust Co | 43 | $3.19K | 0.00% | −1−2.3% | Reduced |
| Lowe Wealth Advisors, LLC | 43 | $3.19K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 48 | $3.56K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 49 | $3.63K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 49 | $3.63K | 0.00% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 50 | $3.70K | 0.00% | 00.0% | Unchanged |
| Knott David M Jr | 50 | $3.70K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 50 | $3.70K | 0.00% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 50 | $3.70K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 50 | $3.71K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 52 | $3.84K | 0.00% | −32−38.1% | Reduced |
| Truvestments Capital LLC | 54 | $4.00K | 0.00% | −21−28.0% | Reduced |
| Rossby Financial, LCC | 54 | $4.00K | 0.00% | +6+12.5% | Added |
| Capital Advisors, Ltd. LLC | 54 | $4.00K | 0.00% | +12+28.6% | Added |
| North Capital, Inc. | 54 | $4.00K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 57 | $4.22K | 0.00% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 58 | $4.30K | 0.00% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 58 | $4.30K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 59 | $4.37K | 0.00% | +4+7.3% | Added |
| Morton Brown Family Wealth, LLC | 60 | $4.44K | 0.00% | −4−6.3% | Reduced |
| CBIZ Investment Advisory Services, LLC | 61 | $4.52K | 0.00% | +7+13.0% | Added |
| North Ridge Wealth Advisors, Inc. | 63 | $4.63K | 0.00% | −31−33.0% | Reduced |
| Quest 10 Wealth Builders, Inc. | 67 | $4.95K | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 67 | $4.98K | 0.00% | +5+8.1% | Added |
| New England Capital Financial Advisors LLC | 68 | $5.01K | 0.00% | +12+21.4% | Added |
| Park Place Capital Corp | 68 | $5.17K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 74 | $5.24K | 0.00% | +4+5.7% | Added |
| Murphy & Mullick Capital Management Corp | 75 | $5.35K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 73 | $5.49K | 0.00% | +56+329.4% | Added |
| Ridgewood Investments LLC | 75 | $5.55K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 75 | $5.56K | 0.00% | +22+41.5% | Added |
| LGT Financial Advisors LLC | 75 | $5.56K | 0.01% | +16+27.1% | Added |
| Prestige Wealth Management Group LLC | 76 | $5.63K | 0.00% | −1−1.3% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 76 | $5.63K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 76 | $5.64K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 77 | $5.79K | 0.00% | 00.0% | Unchanged |
| Inlight Wealth Management, LLC | 80 | $5.93K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 80 | $5.93K | 0.00% | +6+8.1% | Added |
| Avion Wealth | 81 | $6.00K | 0.00% | −379−82.4% | Reduced |
| Essential Partners LLC | 81 | $6.00K | 0.00% | +81 | New |
| DT Investment Partners, LLC | 81 | $6.00K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 81 | $6.00K | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 6,074 | $6.07K | 0.00% | +5,992+7,307.3% | Added |
| Raiffeisen Bank International AG | 83 | $6.15K | 0.00% | −6,026−98.6% | Reduced |
| Main Street Group, LTD | 83 | $6.15K | 0.00% | −43−34.1% | Reduced |
| Horrell Capital Management, Inc. | 83 | $6.15K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 84 | $6.22K | 0.00% | 00.0% | Unchanged |
| MorganRosel Wealth Management, LLC | 85 | $6.30K | 0.00% | −129−60.3% | Reduced |
| WealthCollab, LLC | 85 | $6.30K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 89 | $6.59K | 0.00% | −112−55.7% | Reduced |
| Bare Financial Services, Inc | 89 | $6.59K | 0.00% | +69+345.0% | Added |
| Boreal Capital Management LLC | 89 | $6.59K | 0.01% | +89 | New |
| JDM Financial Group LLC | 90 | $6.67K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 86 | $6.72K | 0.00% | +20+30.3% | Added |
| Provenance Wealth Advisors, LLC | 91 | $6.74K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 91 | $6.74K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 91 | $6.74K | 0.00% | +3+3.4% | Added |
| FSA Wealth Management LLC | 91 | $6.75K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 93 | $6.89K | 0.00% | −106−53.3% | Reduced |
| Raleigh Capital Management Inc. | 93 | $6.89K | 0.00% | +93 | New |
| Hazlett, Burt & Watson, Inc. | 96 | $7.00K | 0.00% | −238−71.3% | Reduced |
| Howard Hughes Medical Institute | 98 | $7.26K | 0.00% | +98 | New |
| Robinswood Financial LLC | 98 | $7.28K | 0.00% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 100 | $7.41K | 0.01% | 00.0% | Unchanged |
| Advantage Trust Co | 100 | $7.41K | 0.00% | +100 | New |
| Ransom Advisory, Ltd | 102 | $7.55K | 0.00% | −8−7.3% | Reduced |
| Scarborough Advisors, LLC | 103 | $7.63K | 0.00% | +103 | New |
| Eq Wealth Advisors, LLC | 104 | $7.70K | 0.01% | −10−8.8% | Reduced |
| 1620 Investment Advisors, Inc. | 104 | $7.70K | 0.01% | −8−7.1% | Reduced |
| Winthrop Capital Management, LLC | 111 | $8.00K | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 112 | $8.00K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 110 | $8.15K | 0.00% | −415−79.0% | Reduced |
| Investment Research & Advisory Group, Inc. | 110 | $8.15K | 0.00% | +77+233.3% | Added |
| West Branch Capital LLC | 111 | $8.22K | 0.00% | +27+32.1% | Added |
| RMG Wealth Management LLC | 113 | $8.55K | 0.00% | +113 | New |
| Salomon & Ludwin, LLC | 113 | $8.60K | 0.00% | −39−25.7% | Reduced |
| Chesapeake Asset Management LLC | 117 | $8.68K | 0.01% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 118 | $8.74K | 0.00% | +33+38.8% | Added |
| Abound Wealth Management | 120 | $8.87K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 121 | $8.97K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 122 | $9.04K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 123 | $9.11K | 0.00% | +26+26.8% | Added |
| Concord Wealth Partners | 123 | $9.13K | 0.00% | +63+105.0% | Added |
| Perkins Coie Trust Co | 125 | $9.26K | 0.00% | −31−19.9% | Reduced |
| Edmond de Rothschild Holding S.A. | 125 | $9.26K | 0.00% | −13,706−99.1% | Reduced |
| First Command Advisory Services, Inc. | 125 | $9.26K | 0.00% | −19−13.2% | Reduced |
| Olistico Wealth, LLC | 125 | $9.26K | 0.01% | 00.0% | Unchanged |
| Gitterman Wealth Management, LLC | 125 | $9.26K | 0.00% | +125 | New |
| Aspect Partners, LLC | 126 | $9.33K | 0.00% | +44+53.7% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 127 | $9.41K | 0.02% | −83−39.5% | Reduced |
| Atlantic Trust, LLC | 127 | $9.43K | 0.00% | +12+10.4% | Added |
