| Fairscale Capital, LLC | 41 | $17.7K | 0.01% | 00.0% | Unchanged |
| Intentional Wealth Strategies, LLC | 41 | $17.7K | 0.02% | +41 | New |
| Valued Wealth Advisors LLC | 37 | $16.0K | 0.01% | +8+27.6% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 35 | $15.2K | 0.02% | −129−78.7% | Reduced |
| Tompkins Financial Corp | 35 | $15.1K | 0.00% | −7−16.7% | Reduced |
| Aspect Partners, LLC | 35 | $15.1K | 0.01% | +2+6.1% | Added |
| Southern Michigan Bank & Trust | 35 | $15.1K | 0.01% | +35 | New |
| Avion Wealth | 37 | $15.0K | 0.00% | −13−26.0% | Reduced |
| ZRC Wealth Management, LLC | 33 | $14.3K | 0.01% | +3+10.0% | Added |
| Old Point Trust & Financial Services N A | 32 | $13.8K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 32 | $13.8K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 32 | $13.8K | 0.01% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 31 | $13.4K | 0.01% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 30 | $13.0K | 0.01% | +30 | New |
| Wall Street Access Asset Management, LLC | 16 | $12.6K | 0.00% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 29 | $12.5K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 29 | $12.5K | 0.00% | +9+45.0% | Added |
| Robinswood Financial LLC | 28 | $12.2K | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 27 | $11.7K | 0.01% | +16+145.5% | Added |
| Meramec Financial Planners, LLC | 28 | $11.3K | 0.00% | −2−6.7% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 26 | $11.3K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 25 | $10.8K | 0.00% | −33−56.9% | Reduced |
| N.E.W. Advisory Services LLC | 25 | $10.8K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 25 | $10.8K | 0.01% | +20+400.0% | Added |
| WealthCollab, LLC | 24 | $10.4K | 0.00% | +8+50.0% | Added |
| J.Safra Asset Management Corp | 24 | $10.4K | 0.00% | −11−31.4% | Reduced |
| Signature Resources Capital Management, LLC | 24 | $10.4K | 0.00% | +5+26.3% | Added |
| IMA Wealth, Inc. | 24 | $10.4K | 0.00% | +5+26.3% | Added |
| Kozak & Associates, Inc. | 27 | $10.0K | 0.00% | 00.0% | Unchanged |
| Virginia Estate & Retirement Planning Advisors Inc. | 23 | $9.95K | 0.04% | +23 | New |
| Manning & Napier Advisors LLC | 23 | $9.87K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 22 | $9.51K | 0.00% | −45−67.2% | Reduced |
| Trifecta Capital Advisors, LLC | 22 | $9.51K | 0.00% | 00.0% | Unchanged |
| Wedbush Fund Advisers, LLC | 22 | $9.51K | 0.00% | +22 | New |
| Cornerstone Financial Management LLC | 20 | $8.65K | 0.01% | −8−28.6% | Reduced |
| Bank of New Hampshire | 20 | $8.65K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 19 | $8.21K | 0.00% | +3+18.8% | Added |
| Adirondack Trust Co | 19 | $8.21K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 18 | $7.78K | 0.00% | −4−18.2% | Reduced |
| Maseco LLP | 17 | $7.36K | 0.00% | +7+70.0% | Added |
| USA Financial Portformulas Corp | 17 | $7.35K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 17 | $7.35K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 16 | $7.04K | 0.00% | −11−40.7% | Reduced |
| Vision Financial Markets LLC | 17 | $7.02K | 0.01% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 15 | $6.49K | 0.00% | −7−31.8% | Reduced |
| Hollencrest Capital Management | 15 | $6.49K | 0.00% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 15 | $6.49K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 15 | $6.49K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 15 | $6.49K | 0.00% | +13+650.0% | Added |
| Portus Wealth Advisors, LLC | 15 | $6.49K | 0.01% | +15 | New |
| Archer Investment Corp | 15 | $6.27K | 0.00% | −350−95.9% | Reduced |
| Clal Insurance Enterprises Holdings Ltd | 13 | $6.00K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 13 | $5.83K | 0.00% | −127−90.7% | Reduced |
| PFS Partners, LLC | 13 | $5.72K | 0.00% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 13 | $5.65K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 13 | $5.62K | 0.00% | 00.0% | Unchanged |
| Longview Financial Advisors LLC | 13 | $5.62K | 0.00% | 00.0% | Unchanged |
| Imprint Wealth LLC | 12 | $5.19K | 0.02% | −7−36.8% | Reduced |
| TFC Financial Management | 12 | $5.19K | 0.00% | −1−7.7% | Reduced |
| South Plains Financial, Inc. | 12 | $5.19K | 0.00% | −93−88.6% | Reduced |
| Raleigh Capital Management Inc. | 11 | $4.81K | 0.00% | −64−85.3% | Reduced |
| BFSG, LLC | 11 | $4.76K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 11 | $4.76K | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 11 | $4.76K | 0.00% | +11 | New |
| Princeton Global Asset Management LLC | 10 | $4.32K | 0.00% | −13,295−99.9% | Reduced |
| NorthAvenue LLC | 10 | $4.32K | 0.00% | −1−9.1% | Reduced |
| Barrett & Company, Inc. | 10 | $4.32K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 10 | $4.32K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 10 | $4.32K | 0.00% | 00.0% | Unchanged |
| Kentucky Trust Co | 10 | $4.32K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management (Europe) Ltd | 10 | $4.32K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 10 | $4.32K | 0.00% | +4+66.7% | Added |
| Entrust Financial LLC | 10 | $4.32K | 0.00% | +10 | New |
| Operose Advisors LLC | 9 | $3.89K | 0.00% | +9 | New |
| Gilpin Wealth Management, LLC | 8 | $3.46K | 0.00% | +2+33.3% | Added |
| Bay Harbor Wealth Management, LLC | 8 | $3.46K | 0.00% | −7−46.7% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 8 | $3.46K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 8 | $3.46K | 0.00% | +6+300.0% | Added |
| Synergy Investment Management, LLC | 8 | $3.46K | 0.00% | +8 | New |
| NVWM, LLC | 7 | $3.03K | 0.00% | −103−93.6% | Reduced |
| CBIZ Investment Advisory Services, LLC | 7 | $3.03K | 0.00% | −60−89.6% | Reduced |
| Mascoma Wealth Management LLC | 7 | $3.03K | 0.00% | −5−41.7% | Reduced |
| MPWM Advisory Solutions, LLC | 7 | $3.03K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Advisors LLC | 7 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 6 | $2.59K | 0.00% | −4−40.0% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 6 | $2.59K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 5 | $2.16K | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 5 | $2.16K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 5 | $2.16K | 0.00% | +5 | New |
| POM Investment Strategies, LLC | 5 | $2.16K | 0.00% | +5 | New |
| Purpose Unlimited Inc. | 5 | $2.16K | 0.00% | +5 | New |
| Winthrop Capital Management, LLC | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 5 | $1.94K | 0.07% | −1−16.7% | Reduced |
| Armstrong Advisory Group, Inc | 4 | $1.73K | 0.00% | 00.0% | Unchanged |
| Align Financial, LLC | 4 | $1.73K | 0.00% | −2,646−99.8% | Reduced |
| 1620 Investment Advisors, Inc. | 3 | $1.42K | 0.00% | 00.0% | Unchanged |
| Bravera Wealth | 3 | $1.30K | 0.00% | −3−50.0% | Reduced |
| Security National Bank | 3 | $1.30K | 0.00% | 00.0% | Unchanged |
| Bullseye Investment Management, LLC | 3 | $1.30K | 0.00% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 3 | $1.30K | 0.00% | 00.0% | Unchanged |
