| JPL Wealth Management, LLC | 402 | $33.0K | 0.01% | +402 | New |
| Strategic Wealth Partners, Ltd. | 400 | $32.8K | 0.00% | −1,250−75.8% | Reduced |
| Graney & King, LLC | 400 | $32.8K | 0.02% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 385 | $31.6K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 382 | $31.3K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 380 | $31.2K | 0.00% | +200+111.1% | Added |
| Colonial Trust Advisors | 373 | $30.6K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 336 | $30.3K | 0.01% | +124+58.5% | Added |
| Groupe la Francaise | 360 | $29.5K | 0.00% | −1,924−84.2% | Reduced |
| 1 North Wealth Services LLC | 360 | $29.5K | 0.01% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 345 | $28.3K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 345 | $28.3K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 343 | $28.0K | 0.00% | −24−6.5% | Reduced |
| Sound Income Strategies, LLC | 321 | $28.0K | 0.00% | −313−49.4% | Reduced |
| South Plains Financial, Inc. | 334 | $27.4K | 0.02% | +62+22.8% | Added |
| Evermay Wealth Management LLC | 330 | $27.1K | 0.00% | −500−60.2% | Reduced |
| Tortoise Investment Management, LLC | 326 | $26.7K | 0.00% | +6+1.9% | Added |
| Strengthening Families & Communities, LLC | 324 | $26.6K | 0.01% | +324 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 322 | $26.4K | 0.05% | −46−12.5% | Reduced |
| Gables Capital Management Inc. | 321 | $26.3K | 0.01% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 321 | $26.3K | 0.01% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 320 | $26.3K | 0.01% | −120−27.3% | Reduced |
| Center for Financial Planning, Inc. | 320 | $26.3K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 315 | $26.0K | 0.00% | 00.0% | Unchanged |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 309 | $25.3K | 0.00% | +309 | New |
| Resources Management Corp | 300 | $25.0K | 0.00% | −450−60.0% | Reduced |
| Vermillion Wealth Management, Inc. | 305 | $25.0K | 0.01% | +2+0.7% | Added |
| Trust Co | 300 | $24.6K | 0.00% | −966−76.3% | Reduced |
| Gen-Wealth Partners Inc | 300 | $24.6K | 0.01% | −455−60.3% | Reduced |
| Lavaca Capital LLC | 300 | $24.6K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 300 | $24.6K | 0.01% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 295 | $24.2K | 0.01% | +150+103.4% | Added |
| Fourth Dimension Wealth, LLC | 287 | $23.5K | 0.01% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 282 | $23.1K | 0.00% | +282 | New |
| Aventura Private Wealth, LLC | 269 | $22.1K | 0.01% | +269 | New |
| Rialto Wealth Management, LLC | 242 | $19.9K | 0.01% | +8+3.4% | Added |
| Prestige Wealth Management Group LLC | 241 | $19.8K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 240 | $19.7K | 0.02% | +34+16.5% | Added |
| POM Investment Strategies, LLC | 233 | $19.1K | 0.01% | +233 | New |
| Quest Partners LLC | 232 | $19.0K | 0.00% | −49,002−99.5% | Reduced |
| Bellevue Asset Management, LLC | 230 | $18.9K | 0.01% | +1+0.4% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 230 | $18.9K | 0.02% | −16−6.5% | Reduced |
| Manchester Capital Management LLC | 227 | $18.6K | 0.00% | +35+18.2% | Added |
| UMA Financial Services, Inc. | 215 | $17.6K | 0.00% | +159+283.9% | Added |
| Centennial Bank | 215 | $17.6K | 0.01% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 213 | $17.3K | 0.00% | 00.0% | Unchanged |
| GGM Financials LLC | 203 | $16.7K | 0.01% | +203 | New |
| Robbins Farley LLC | 200 | $16.4K | 0.01% | −100−33.3% | Reduced |
| Whipplewood Advisors, LLC | 200 | $16.4K | 0.01% | −62−23.7% | Reduced |
| Trust Co of Toledo NA | 200 | $16.4K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 200 | $16.4K | 0.01% | 00.0% | Unchanged |
| Advantage Trust Co | 200 | $16.4K | 0.01% | 00.0% | Unchanged |
| WealthCollab, LLC | 200 | $16.4K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 200 | $16.4K | 0.01% | +200 | New |
| True Wealth Design, LLC | 199 | $16.3K | 0.00% | +2+1.0% | Added |
| Avion Wealth | 197 | $16.0K | 0.00% | +6+3.1% | Added |
| Wealth Preservation Advisors, LLC | 190 | $15.6K | 0.01% | +67+54.5% | Added |
| Imprint Wealth LLC | 174 | $14.3K | 0.05% | +174 | New |
| Valued Wealth Advisors LLC | 172 | $14.1K | 0.01% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 170 | $13.9K | 0.02% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 167 | $13.7K | 0.01% | +1+0.6% | Added |
| DiNuzzo Private Wealth, Inc. | 188 | $12.6K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 151 | $12.4K | 0.01% | +151 | New |
| Tidemark, LLC | 150 | $12.3K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 149 | $12.2K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 136 | $11.2K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 136 | $11.2K | 0.00% | +136 | New |
| Fortitude Family Office, LLC | 136 | $11.2K | 0.00% | +64+88.9% | Added |
| Stone House Investment Management, LLC | 135 | $11.1K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 134 | $11.0K | 0.01% | +108+415.4% | Added |
| Raffa Wealth Management, LLC | 133 | $10.9K | 0.00% | +42+46.2% | Added |
| First Pacific Financial | 132 | $10.9K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 132 | $10.8K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 130 | $10.7K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 129 | $10.6K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 125 | $10.3K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 125 | $10.3K | 0.00% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 118 | $9.68K | 0.00% | +118 | New |
| Marquette Asset Management, LLC | 113 | $9.27K | 0.00% | +113 | New |
| Murphy & Mullick Capital Management Corp | 100 | $9.03K | 0.01% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 119 | $9.00K | 0.00% | +119 | New |
| Vermillion & White Wealth Management Group, LLC | 105 | $8.61K | 0.00% | +105 | New |
| Vision Financial Markets LLC | 104 | $8.52K | 0.01% | −100−49.0% | Reduced |
| GoalVest Advisory LLC | 100 | $8.20K | 0.00% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 100 | $8.20K | 0.01% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 95 | $7.79K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 93 | $7.63K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 93 | $7.61K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 88 | $7.22K | 0.00% | −72−45.0% | Reduced |
| Measured Wealth Private Client Group, LLC | 87 | $7.14K | 0.00% | +87 | New |
| Greykasell Wealth Strategies, Inc. | 80 | $6.56K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 79 | $6.48K | 0.00% | +79 | New |
| Curio Wealth, LLC | 78 | $6.40K | 0.00% | +78 | New |
| Solstein Capital, LLC | 77 | $6.32K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 75 | $6.15K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 69 | $5.65K | 0.00% | −2,588−97.4% | Reduced |
| Kilter Group LLC | 67 | $5.50K | 0.00% | +4+6.3% | Added |
| Atwood & Palmer Inc | 65 | $5.33K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 72 | $5.00K | 0.00% | −3,924−98.2% | Reduced |
| Sawyer & Company, Inc | 87 | $5.00K | 0.00% | +57+190.0% | Added |
