| BOK Financial Private Wealth, Inc. | 373 | $95.2K | 0.00% | −54−12.6% | Reduced |
| Triumph Capital Management | 366 | $93.5K | 0.02% | +22+6.4% | Added |
| Peterson Wealth Management | 363 | $92.8K | 0.04% | +247+212.9% | Added |
| 1 North Wealth Services LLC | 360 | $92.0K | 0.03% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 355 | $90.7K | 0.03% | 00.0% | Unchanged |
| Capital Analysts, LLC | 351 | $90.0K | 0.00% | +18+5.4% | Added |
| Belvedere Trading LLC | 351 | $89.7K | 0.01% | +351 | New |
| Graney & King, LLC | 350 | $89.4K | 0.03% | 00.0% | Unchanged |
| Sumitomo Mitsui Financial Group, Inc. | 350 | $89.4K | 0.00% | +350 | New |
| TFC Financial Management | 349 | $89.2K | 0.01% | +98+39.0% | Added |
| LFA - Lugano Financial Advisors SA | 345 | $88.1K | 0.05% | 00.0% | Unchanged |
| Caerus Investment Advisors, LLC | 340 | $86.8K | 0.03% | +340 | New |
| Evermay Wealth Management LLC | 336 | $85.8K | 0.01% | +263+360.3% | Added |
| Financial Management Professionals, Inc. | 334 | $85.3K | 0.01% | −46−12.1% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 322 | $82.2K | 0.11% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 321 | $82.0K | 0.04% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 319 | $81.5K | 0.05% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 317 | $81.0K | 0.01% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 316 | $80.8K | 0.03% | +316 | New |
| Solstein Capital, LLC | 314 | $80.2K | 0.03% | +237+307.8% | Added |
| Bruce G. Allen Investments, LLC | 307 | $78.4K | 0.05% | −435−58.6% | Reduced |
| Lavaca Capital LLC | 300 | $76.6K | 0.01% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 300 | $76.6K | 0.04% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 296 | $75.7K | 0.01% | +246+492.0% | Added |
| RMG Wealth Management LLC | 450 | $75.3K | 0.01% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 294 | $75.1K | 0.01% | +294 | New |
| First Community Trust NA | 280 | $71.5K | 0.03% | +280 | New |
| Ritter Daniher Financial Advisory LLC | 275 | $70.2K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 275 | $70.2K | 0.04% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 449 | $69.2K | 0.01% | +13+3.0% | Added |
| Joseph Group Capital Management | 267 | $68.2K | 0.01% | −13−4.6% | Reduced |
| Covestor Ltd | 262 | $67.0K | 0.04% | −614−70.1% | Reduced |
| Lodestone Wealth Management LLC | 261 | $66.7K | 0.02% | 00.0% | Unchanged |
| Waratah Capital Advisors Ltd. | 257 | $65.6K | 0.01% | −48,456−99.5% | Reduced |
| Kemnay Advisory Services Inc. | 256 | $65.4K | 0.01% | +8+3.2% | Added |
| Prestige Wealth Management Group LLC | 254 | $64.9K | 0.01% | +13+5.4% | Added |
| Strengthening Families & Communities, LLC | 253 | $64.6K | 0.01% | +3+1.2% | Added |
| Caitlin John, LLC | 250 | $63.9K | 0.04% | +250 | New |
| Strive Financial Group ,LLC | 249 | $63.6K | 0.03% | +15+6.4% | Added |
| Old Point Trust & Financial Services N A | 237 | $60.5K | 0.02% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 233 | $59.5K | 0.07% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 233 | $59.5K | 0.04% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 231 | $59.2K | 0.03% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 228 | $58.2K | 0.01% | +3+1.3% | Added |
| Wellington-Altus USA Inc. | 427 | $58.1K | 0.04% | +105+32.6% | Added |
| Aberdeen Wealth Management LLC | 225 | $57.5K | 0.03% | +225 | New |
| WealthCollab, LLC | 222 | $56.7K | 0.02% | +22+11.0% | Added |
| Center for Financial Planning, Inc. | 220 | $56.2K | 0.01% | −140−38.9% | Reduced |
| Delos Wealth Advisors, LLC | 216 | $55.2K | 0.03% | +216 | New |
| Centennial Bank | 215 | $54.9K | 0.02% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 208 | $53.1K | 0.01% | +208 | New |
| Burk Holdings LLC | 206 | $52.6K | 0.02% | 00.0% | Unchanged |
| GGM Financials LLC | 204 | $52.2K | 0.02% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 200 | $51.1K | 0.03% | −866−81.2% | Reduced |
| Robbins Farley LLC | 200 | $51.1K | 0.02% | 00.0% | Unchanged |
| Advantage Trust Co | 200 | $51.1K | 0.02% | +200 | New |
| First PREMIER Bank | 200 | $51.0K | 0.01% | +200 | New |
| Cornerstone Financial Management LLC | 196 | $50.1K | 0.04% | +76+63.3% | Added |
| Loomis Sayles & Co L P | 196 | $50.1K | 0.00% | +77+64.7% | Added |
| DiNuzzo Private Wealth, Inc. | 191 | $48.8K | 0.00% | +1+0.5% | Added |
| Kozak & Associates, Inc. | 213 | $47.0K | 0.01% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 174 | $44.5K | 0.02% | +15+9.4% | Added |
| Bare Financial Services, Inc | 169 | $43.2K | 0.01% | +62+57.9% | Added |
| Bay Harbor Wealth Management, LLC | 167 | $42.7K | 0.01% | +38+29.5% | Added |
| Kings Path Partners LLC | 161 | $41.1K | 0.01% | +161 | New |
| Pacifica Partners Inc. | 200 | $39.4K | 0.01% | −52−20.6% | Reduced |
| Tidemark, LLC | 153 | $39.1K | 0.01% | +2+1.3% | Added |
| Downshift Financial, LLC | 153 | $39.1K | 0.02% | +153 | New |
| 1015 Capital Partners, LLC | 150 | $38.3K | 0.03% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 150 | $38.3K | 0.09% | +150 | New |
| StrongBox Wealth, LLC | 150 | $38.3K | 0.01% | +150 | New |
| Marquette Asset Management, LLC | 147 | $37.5K | 0.00% | 00.0% | Unchanged |
| Commonwealth Retirement Investments LLC | 147 | $37.5K | 0.01% | +147 | New |
| Darwin Advisors, LLC | 145 | $37.0K | 0.01% | 00.0% | Unchanged |
| PlanVest Financial, Inc | 142 | $36.4K | 0.02% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 142 | $36.3K | 0.01% | +111+358.1% | Added |
| Activest Wealth Management | 136 | $34.7K | 0.01% | −36−20.9% | Reduced |
| Stone House Investment Management, LLC | 135 | $34.4K | 0.00% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 132 | $33.7K | 0.02% | −241−64.6% | Reduced |
| New England Capital Financial Advisors LLC | 132 | $33.6K | 0.01% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 130 | $33.2K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 128 | $32.7K | 0.00% | −13−9.2% | Reduced |
| BFSG, LLC | 128 | $32.6K | 0.00% | +30+30.6% | Added |
| Boyd Watterson Asset Management LLC | 125 | $31.9K | 0.01% | 00.0% | Unchanged |
| Vision Retirement, LLC | 125 | $31.9K | 0.01% | +122+4,066.7% | Added |
| Advocate Investing Services LLC | 115 | $29.4K | 0.02% | +115 | New |
| First Pacific Financial | 115 | $29.4K | 0.00% | −23−16.7% | Reduced |
| Gleason Group, Inc. | 113 | $28.9K | 0.00% | +113 | New |
| Elevated Capital Advisors, LLC | 111 | $28.4K | 0.01% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 107 | $27.3K | 0.01% | +2+1.9% | Added |
| Rogco, LP | 105 | $26.8K | 0.01% | +105 | New |
| Torren Management, LLC | 102 | $26.1K | 0.01% | 00.0% | Unchanged |
| Mosley Wealth Management | 101 | $25.8K | 0.01% | +9+9.8% | Added |
| Murphy & Mullick Capital Management Corp | 100 | $25.5K | 0.02% | −2−2.0% | Reduced |
| Tanglewood Legacy Advisors, LLC | 100 | $25.5K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 100 | $25.5K | 0.01% | +45+81.8% | Added |
| Atwood & Palmer Inc | 100 | $25.5K | 0.00% | +100 | New |
| Peoples Financial Services Corp. | 100 | $25.5K | 0.01% | +100 | New |
| MTM Investment Management, LLC | 100 | $25.5K | 0.01% | +100 | New |
| Abound Financial, LLC | 100 | $25.5K | 0.01% | +100 | New |