| TruNorth Capital Management, LLC | 500 | $26.3K | 0.01% | −638−56.1% | Reduced |
| Centricity Wealth Management, LLC | 500 | $26.3K | 0.02% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 487 | $25.6K | 0.01% | 00.0% | Unchanged |
| Birchbrook, Inc. | 485 | $25.5K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 471 | $24.8K | 0.01% | −34−6.7% | Reduced |
| City State Bank | 456 | $24.0K | 0.01% | −60−11.6% | Reduced |
| Islay Capital Management, LLC | 450 | $23.7K | 0.02% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 447 | $23.5K | 0.01% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 440 | $23.1K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 426 | $22.4K | 0.00% | +2+0.5% | Added |
| Sachetta, LLC | 424 | $22.3K | 0.01% | +177+71.7% | Added |
| Dunhill Financial, LLC | 420 | $22.1K | 0.01% | −114−21.3% | Reduced |
| Kestra Investment Management, LLC | 478 | $21.9K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 405 | $21.3K | 0.00% | −196−32.6% | Reduced |
| Graney & King, LLC | 400 | $21.0K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 399 | $21.0K | 0.01% | −39−8.9% | Reduced |
| Sierra Ocean, LLC | 398 | $20.9K | 0.02% | +7+1.8% | Added |
| Strategic Investment Solutions, Inc. | 387 | $20.4K | 0.01% | +2+0.5% | Added |
| Cherry Tree Wealth Management, LLC | 385 | $20.2K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 382 | $20.1K | 0.01% | +15+4.1% | Added |
| Colonial Trust Advisors | 373 | $19.6K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 368 | $19.4K | 0.03% | −1,250−77.3% | Reduced |
| TSFG, LLC | 367 | $19.0K | 0.00% | −315−46.2% | Reduced |
| 1 North Wealth Services LLC | 360 | $18.9K | 0.01% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 345 | $18.1K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 345 | $18.1K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 321 | $16.9K | 0.01% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 321 | $16.9K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 320 | $16.8K | 0.00% | +45+16.4% | Added |
| Center for Financial Planning, Inc. | 320 | $16.8K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 315 | $16.0K | 0.00% | −212−40.2% | Reduced |
| Vermillion Wealth Management, Inc. | 303 | $16.0K | 0.01% | +1+0.3% | Added |
| Kimelman & Baird, LLC | 300 | $15.8K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 300 | $15.8K | 0.01% | 00.0% | Unchanged |
| Robbins Farley LLC | 300 | $15.8K | 0.01% | +100+50.0% | Added |
| Lavaca Capital LLC | 300 | $15.8K | 0.01% | +300 | New |
| Fourth Dimension Wealth, LLC | 287 | $15.1K | 0.01% | −100−25.8% | Reduced |
| Financial Gravity Companies, Inc. | 282 | $14.8K | 0.00% | +282 | New |
| Iron Horse Wealth Management, LLC | 277 | $14.6K | 0.00% | +1+0.4% | Added |
| Rakuten Securities, Inc. | 274 | $14.4K | 0.01% | −12−4.2% | Reduced |
| South Plains Financial, Inc. | 272 | $14.3K | 0.01% | +208+325.0% | Added |
| Whipplewood Advisors, LLC | 262 | $13.8K | 0.01% | +35+15.4% | Added |
| Cornerstone Planning Group LLC | 212 | $13.4K | 0.00% | −968−82.0% | Reduced |
| Wolff Wiese Magana LLC | 250 | $13.1K | 0.01% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 246 | $12.9K | 0.02% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 241 | $12.7K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 234 | $12.3K | 0.00% | −25−9.7% | Reduced |
| Bellevue Asset Management, LLC | 229 | $12.1K | 0.01% | +1+0.4% | Added |
| Centennial Bank | 215 | $11.3K | 0.00% | +65+43.3% | Added |
| Kozak & Associates, Inc. | 213 | $11.2K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 206 | $10.8K | 0.01% | +206 | New |
| RMG Wealth Management LLC | 200 | $10.8K | 0.00% | +200 | New |
| Vision Financial Markets LLC | 204 | $10.7K | 0.01% | −98−32.5% | Reduced |
| Old Point Trust & Financial Services N A | 200 | $10.5K | 0.00% | −203−50.4% | Reduced |
| WealthCollab, LLC | 200 | $10.5K | 0.01% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 200 | $10.5K | 0.01% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 200 | $10.5K | 0.00% | +200 | New |
| Advantage Trust Co | 200 | $10.5K | 0.01% | +200 | New |
| True Wealth Design, LLC | 197 | $10.4K | 0.00% | −26−11.7% | Reduced |
| Johnson Financial Group, Inc. | 193 | $10.2K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 192 | $10.1K | 0.00% | −30−13.5% | Reduced |
| Avion Wealth | 191 | $10.0K | 0.00% | +47+32.6% | Added |
| DiNuzzo Private Wealth, Inc. | 188 | $9.89K | 0.00% | −6−3.1% | Reduced |
| Financial Management Professionals, Inc. | 180 | $9.47K | 0.00% | −16−8.2% | Reduced |
| Valued Wealth Advisors LLC | 172 | $9.04K | 0.00% | −26−13.1% | Reduced |
| Lazard Asset Management LLC | 182 | $9.00K | 0.00% | −153−45.7% | Reduced |
| Redmont Wealth Advisors LLC | 170 | $8.94K | 0.01% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 166 | $8.73K | 0.00% | +166 | New |
| CBIZ Investment Advisory Services, LLC | 160 | $8.41K | 0.00% | +16+11.1% | Added |
| Beacon Capital Management, LLC | 156 | $8.19K | 0.00% | +1+0.6% | Added |
| Tidemark, LLC | 150 | $7.89K | 0.00% | −100−40.0% | Reduced |
| Golden State Wealth Management, LLC | 149 | $7.84K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 145 | $7.63K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 136 | $7.15K | 0.00% | +57+72.2% | Added |
| Stone House Investment Management, LLC | 135 | $7.09K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 127 | $7.00K | 0.00% | −5,249−97.6% | Reduced |
| Briaud Financial Planning, Inc | 146 | $7.00K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 143 | $7.00K | 0.00% | +143 | New |
| First Pacific Financial | 132 | $6.94K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 132 | $6.93K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 130 | $6.84K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 129 | $6.76K | 0.00% | +1+0.8% | Added |
| Boyd Watterson Asset Management LLC | 125 | $6.57K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 125 | $6.57K | 0.00% | +125 | New |
| Wealth Preservation Advisors, LLC | 123 | $6.47K | 0.00% | +48+64.0% | Added |
| WPG Advisers, LLC | 118 | $6.21K | 0.01% | +85+257.6% | Added |
| Cape Investment Advisory, Inc. | 114 | $6.00K | 0.00% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 100 | $5.26K | 0.00% | −250−71.4% | Reduced |
| GoalVest Advisory LLC | 100 | $5.26K | 0.00% | −8−7.4% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 100 | $5.26K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 100 | $5.26K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 97 | $5.08K | 0.00% | +1+1.0% | Added |
| Maryland Capital Advisors Inc. | 95 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 93 | $4.89K | 0.00% | +76+447.1% | Added |
| BFSG, LLC | 93 | $4.88K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 91 | $4.79K | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 88 | $4.60K | 0.00% | +88 | New |
| Greykasell Wealth Strategies, Inc. | 80 | $4.21K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 77 | $4.05K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 75 | $3.94K | 0.00% | 00.0% | Unchanged |
