| Oakworth Capital, Inc. | 59 | $23.5K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 59 | $23.5K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 59 | $23.5K | 0.00% | +12+25.5% | Added |
| Kilter Group LLC | 58 | $23.1K | 0.01% | −6−9.4% | Reduced |
| Benson Wealth Management INC | 58 | $23.1K | 0.02% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 56 | $22.3K | 0.01% | +24+75.0% | Added |
| Roxbury Financial LLC | 55 | $21.9K | 0.02% | +25+83.3% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 54 | $21.5K | 0.03% | 00.0% | Unchanged |
| Clean Yield Group | 54 | $21.5K | 0.01% | 00.0% | Unchanged |
| Sankala Group LLC | 54 | $21.3K | 0.01% | +54 | New |
| Cornerstone Financial Management LLC | 53 | $21.1K | 0.02% | +17+47.2% | Added |
| Fedenia Advisers LLC | 53 | $21.1K | 0.01% | +53 | New |
| Marquette Asset Management, LLC | 50 | $19.9K | 0.00% | −18−26.5% | Reduced |
| Atlas Capital Advisors LLC | 50 | $19.9K | 0.00% | +50 | New |
| Hurley Capital, LLC | 49 | $19.5K | 0.01% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 48 | $19.3K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 48 | $19.1K | 0.00% | −71−59.7% | Reduced |
| Princeton Global Asset Management LLC | 47 | $18.7K | 0.00% | −513−91.6% | Reduced |
| Albion Financial Group | 45 | $17.9K | 0.00% | −20−30.8% | Reduced |
| WealthCollab, LLC | 43 | $17.1K | 0.01% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 43 | $17.1K | 0.00% | −25−36.8% | Reduced |
| Hoey Investments, Inc | 42 | $16.7K | 0.00% | +3+7.7% | Added |
| Davis Capital Management | 42 | $16.7K | 0.01% | +37+740.0% | Added |
| ZRC Wealth Management, LLC | 40 | $15.9K | 0.00% | +6+17.6% | Added |
| Fountainhead AM, LLC | 39 | $15.5K | 0.01% | +10+34.5% | Added |
| Security National Bank of Sioux City Iowa | 39 | $15.5K | 0.01% | +39 | New |
| Valley National Advisers Inc | 38 | $15.1K | 0.00% | −5−11.6% | Reduced |
| Fairman Group, LLC | 36 | $14.3K | 0.01% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 36 | $14.3K | 0.01% | 00.0% | Unchanged |
| Robinswood Financial LLC | 36 | $14.3K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 35 | $13.9K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 34 | $13.5K | 0.00% | −44−56.4% | Reduced |
| S&T Bank | 32 | $12.7K | 0.00% | −29−47.5% | Reduced |
| Turim 21 Investimentos Ltda. | 32 | $12.7K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 30 | $11.9K | 0.00% | +15+100.0% | Added |
| Activest Wealth Management | 30 | $11.9K | 0.00% | −171−85.1% | Reduced |
| Coastline Trust Co | 30 | $11.9K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 30 | $11.9K | 0.00% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 30 | $11.9K | 0.02% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 30 | $11.9K | 0.01% | 00.0% | Unchanged |
| Burk Holdings LLC | 30 | $11.9K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 30 | $11.9K | 0.00% | +8+36.4% | Added |
| JCIC Asset Management Inc. | 25 | $11.5K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 28 | $11.1K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 27 | $10.7K | 0.00% | +27 | New |
| Whipplewood Advisors, LLC | 27 | $10.7K | 0.01% | −174−86.6% | Reduced |
| Tounjian Advisory Partners, LLC | 27 | $10.7K | 0.00% | +27 | New |
| CBIZ Investment Advisory Services, LLC | 23 | $10.6K | 0.00% | 00.0% | Unchanged |
| Wedbush Fund Advisers, LLC | 26 | $10.3K | 0.00% | −19−42.2% | Reduced |
| Valued Wealth Advisors LLC | 26 | $10.3K | 0.00% | −3−10.3% | Reduced |
| Allied Private Wealth LLC | 24 | $9.96K | 0.01% | +24 | New |
| Peoples Financial Services Corp. | 25 | $9.94K | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 24 | $9.54K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 22 | $9.37K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 23 | $9.15K | 0.00% | −30−56.6% | Reduced |
| Centerpoint Advisors, LLC | 22 | $9.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 23 | $9.00K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 22 | $8.75K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 22 | $8.75K | 0.00% | +2+10.0% | Added |
| Bay Harbor Wealth Management, LLC | 22 | $8.75K | 0.00% | +2+10.0% | Added |
| Kozak & Associates, Inc. | 21 | $8.45K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 21 | $8.35K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 21 | $8.35K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 21 | $8.35K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 21 | $8.35K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 20 | $8.10K | 0.01% | −7−25.9% | Reduced |
| Beaird Harris Wealth Management, LLC | 20 | $7.95K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 19 | $7.56K | 0.00% | −94,981−100.0% | Reduced |
| Longfellow Investment Management Co LLC | 19 | $7.56K | 0.00% | +5+35.7% | Added |
| Morton Brown Family Wealth, LLC | 18 | $7.16K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 18 | $7.16K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 18 | $7.16K | 0.00% | +2+12.5% | Added |
| Evolution Wealth Management Inc. | 18 | $7.16K | 0.00% | +18 | New |
| Merrithew & Thorsten Inc | 18 | $7.00K | 0.01% | 00.0% | Unchanged |
| Strategic Wealth Advisors LLC | 14 | $7.00K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 17 | $6.76K | 0.00% | −22−56.4% | Reduced |
| Principia Wealth Advisory, LLC | 17 | $6.76K | 0.00% | −4−19.0% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 17 | $6.76K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 17 | $6.76K | 0.00% | +17 | New |
| Bruce G. Allen Investments, LLC | 16 | $6.36K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 14 | $6.00K | 0.00% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 15 | $5.96K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 40 | $5.96K | 0.00% | +25+166.7% | Added |
| Noble Wealth Management PBC | 15 | $5.96K | 0.00% | +2+15.4% | Added |
| Brooklyn FI, LLC | 17 | $5.79K | 0.00% | +17 | New |
| Atomic Invest LLC | 14 | $5.78K | 0.00% | −20−58.8% | Reduced |
| Meramec Financial Planners, LLC | 16 | $5.71K | 0.00% | +5+45.5% | Added |
| Armstrong Advisory Group, Inc | 14 | $5.57K | 0.00% | −5−26.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 14 | $5.57K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 14 | $5.41K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 13 | $5.17K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 13 | $5.17K | 0.00% | 00.0% | Unchanged |
| Guardian Partners Inc. | 13 | $5.17K | 0.00% | +13 | New |
| Millstone Evans Group, LLC | 13 | $5.17K | 0.00% | +13 | New |
| RMG Wealth Management LLC | 12 | $4.82K | 0.00% | −4−25.0% | Reduced |
| United Financial Planning Group LLC | 12 | $4.77K | 0.00% | −6−33.3% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 12 | $4.77K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 11 | $4.38K | 0.00% | −6−35.3% | Reduced |
| Hager Investment Management Services, LLC | 11 | $4.37K | 0.00% | −33−75.0% | Reduced |
| United Community Bank | 11 | $4.37K | 0.00% | 00.0% | Unchanged |
