| Activest Wealth Management | 125 | $70.9K | 0.01% | +13+11.6% | Added |
| Maryland Capital Advisors Inc. | 125 | $70.8K | 0.02% | +25+25.0% | Added |
| Byrne Asset Management LLC | 122 | $69.1K | 0.04% | −2−1.6% | Reduced |
| Ogorek Anthony Joseph | 122 | $69.0K | 0.02% | −4−3.2% | Reduced |
| Pandora Wealth, Inc. | 120 | $68.0K | 0.04% | 00.0% | Unchanged |
| Torren Management, LLC | 119 | $67.4K | 0.03% | +119 | New |
| Union Savings Bank | 119 | $67.4K | 0.03% | +119 | New |
| Prosperity Bancshares Inc | 113 | $64.0K | 0.06% | +113 | New |
| Mechanics Financial Corp | 112 | $63.4K | 0.02% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 110 | $62.3K | 0.03% | −10−8.3% | Reduced |
| LFA - Lugano Financial Advisors SA | 110 | $62.3K | 0.03% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 110 | $62.3K | 0.03% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 110 | $62.3K | 0.04% | +110 | New |
| Tidemark, LLC | 110 | $62.3K | 0.02% | +56+103.7% | Added |
| Bernard Wealth Management Corp. | 108 | $61.2K | 0.02% | 00.0% | Unchanged |
| Midwest Capital Advisors, LLC | 104 | $58.9K | 0.03% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 103 | $58.0K | 0.01% | +5+5.1% | Added |
| Bayforest Capital Ltd | 102 | $57.8K | 0.04% | −264−72.1% | Reduced |
| Disciplina Capital Management LLC | 102 | $57.8K | 0.01% | −12−10.5% | Reduced |
| Wolff Wiese Magana LLC | 101 | $57.2K | 0.03% | −16−13.7% | Reduced |
| American Capital Advisory, LLC | 101 | $57.2K | 0.02% | +9+9.8% | Added |
| TD Capital Management LLC | 100 | $56.6K | 0.01% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 99 | $56.1K | 0.08% | +45+83.3% | Added |
| FWL Investment Management, LLC | 97 | $54.9K | 0.01% | +97 | New |
| Signature Equity Partners, LLC | 95 | $53.8K | 0.03% | +95 | New |
| Canton Hathaway, LLC | 90 | $51.0K | 0.01% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 90 | $51.0K | 0.04% | +90 | New |
| Merited Wealth, LLC | 90 | $51.0K | 0.05% | +90 | New |
| Essential Investment Partners LLC | 88 | $49.8K | 0.05% | +88 | New |
| Deseret Mutual Benefit Administrators | 87 | $49.3K | 0.02% | 00.0% | Unchanged |
| Community Bank, N.A. | 87 | $49.3K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 88 | $49.0K | 0.01% | +6+7.3% | Added |
| Financial Network Wealth Advisors LLC | 86 | $48.7K | 0.05% | +61+244.0% | Added |
| First Command Advisory Services, Inc. | 85 | $48.1K | 0.00% | +15+21.4% | Added |
| 1248 Management, LLC | 82 | $46.4K | 0.02% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 82 | $46.4K | 0.05% | +82 | New |
| IFC & Insurance Marketing, Inc. | 79 | $45.0K | 0.04% | +79 | New |
| Legacy Wealth Managment, LLC | 79 | $44.7K | 0.02% | +66+507.7% | Added |
| Howard Hughes Medical Institute | 77 | $43.6K | 0.02% | 00.0% | Unchanged |
| Addison Advisors LLC | 76 | $43.0K | 0.01% | +17+28.8% | Added |
| Aviso Financial Inc. | 75 | $42.5K | 0.00% | −1,819−96.0% | Reduced |
| Birchwood Financial Partners, Inc. | 75 | $42.5K | 0.04% | +75 | New |
| Adirondack Trust Co | 72 | $40.8K | 0.01% | +13+22.0% | Added |
| Financial Connections Group, Inc. | 72 | $40.0K | 0.01% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 70 | $39.6K | 0.01% | 00.0% | Unchanged |
| Pflug Koory, LLC | 70 | $39.6K | 0.02% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 70 | $39.6K | 0.02% | +70 | New |
| High Note Wealth, LLC | 69 | $39.1K | 0.01% | +23+50.0% | Added |
| Raffa Wealth Management, LLC | 68 | $38.5K | 0.01% | +5+7.9% | Added |
| Princeton Global Asset Management LLC | 68 | $38.5K | 0.01% | +13+23.6% | Added |
| Joseph Group Capital Management | 68 | $38.5K | 0.01% | +68 | New |
| MidAtlantic Capital Management, Inc. | 68 | $38.5K | 0.02% | +68 | New |
| Estate Planners Group, LLC | 66 | $37.4K | 0.02% | +66 | New |
| Hager Investment Management Services, LLC | 65 | $36.8K | 0.02% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 61 | $34.5K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 61 | $34.5K | 0.00% | +45+281.3% | Added |
| Motiv8 Investments LLC | 60 | $34.0K | 0.02% | +60 | New |
| Key Financial Inc | 60 | $34.0K | 0.01% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 70 | $33.4K | 0.05% | −4−5.4% | Reduced |
| Kilter Group LLC | 59 | $33.4K | 0.01% | +12+25.5% | Added |
| Benson Wealth Management INC | 58 | $32.8K | 0.04% | +58 | New |
| Dogwood Wealth Management LLC | 56 | $31.7K | 0.01% | −1,568−96.6% | Reduced |
| Turning Point Benefit Group, Inc. | 56 | $31.7K | 0.02% | +50+833.3% | Added |
| Scarborough Advisors, LLC | 55 | $31.1K | 0.01% | +9+19.6% | Added |
| Laurel Wealth Advisors LLC | 55 | $31.1K | 0.00% | +55 | New |
| First Pacific Financial | 54 | $30.6K | 0.00% | +2+3.8% | Added |
| Clean Yield Group | 54 | $30.6K | 0.01% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 50 | $28.3K | 0.01% | +50 | New |
| Hurley Capital, LLC | 49 | $27.8K | 0.02% | −1−2.0% | Reduced |
| Hughes Financial Services, LLC | 48 | $27.2K | 0.00% | +1+2.1% | Added |
| Cornerstone National Bank & Trust Co | 48 | $27.2K | 0.01% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 46 | $26.1K | 0.00% | +11+31.4% | Added |
| Albion Financial Group | 45 | $25.5K | 0.00% | −3−6.3% | Reduced |
| Redmont Wealth Advisors LLC | 45 | $25.5K | 0.04% | 00.0% | Unchanged |
| S&T Bank | 45 | $25.5K | 0.01% | +14+45.2% | Added |
| Holos Integrated Wealth LLC | 45 | $25.3K | 0.01% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 44 | $24.9K | 0.02% | +3+7.3% | Added |
| Newbridge Financial Services Group, Inc. | 44 | $24.9K | 0.00% | +33+300.0% | Added |
| WealthCollab, LLC | 43 | $24.4K | 0.01% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 43 | $24.4K | 0.01% | −100−69.9% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 43 | $24.4K | 0.00% | +43 | New |
| Swiss Re Ltd | 42 | $23.8K | 0.00% | +42 | New |
| ZRC Wealth Management, LLC | 41 | $23.2K | 0.01% | +9+28.1% | Added |
| Investors Portfolio Services LLC | 40 | $22.7K | 0.02% | +40 | New |
| HFM Investment Advisors, LLC | 39 | $22.1K | 0.01% | +38+3,800.0% | Added |
| Hilltop National Bank | 38 | $21.5K | 0.01% | −5−11.6% | Reduced |
| Barrett & Company, Inc. | 36 | $20.4K | 0.01% | 00.0% | Unchanged |
| Fairman Group, LLC | 36 | $20.4K | 0.02% | +36 | New |
| Smallwood Wealth Investment Management, LLC | 36 | $20.4K | 0.01% | 00.0% | Unchanged |
| Robinswood Financial LLC | 36 | $20.4K | 0.01% | 00.0% | Unchanged |
| BIT Capital GmbH | 35 | $19.8K | 0.00% | −715−95.3% | Reduced |
| Bare Financial Services, Inc | 35 | $19.8K | 0.01% | +1+2.9% | Added |
| Essential Partners LLC | 35 | $19.8K | 0.01% | +20+133.3% | Added |
| Clayton Financial Group LLC | 35 | $19.8K | 0.01% | +35 | New |
| Wilkerson Advisory Group LLC | 35 | $19.8K | 0.01% | +35 | New |
| 1620 Investment Advisors, Inc. | 34 | $19.5K | 0.01% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 34 | $19.3K | 0.02% | +34 | New |
| Cedar Mountain Advisors, LLC | 33 | $18.7K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 31 | $17.6K | 0.01% | +10+47.6% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 30 | $17.0K | 0.01% | −6−16.7% | Reduced |
