| Buck Wealth Strategies, LLC | 169 | $15.3K | 0.00% | +169 | New |
| JFS Wealth Advisors, LLC | 160 | $14.5K | 0.00% | +44+37.9% | Added |
| Farmers & Merchants Investments Inc | 152 | $13.8K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 149 | $13.5K | 0.00% | −1−0.7% | Reduced |
| Keating Financial Advisory Services, Inc. | 147 | $13.3K | 0.00% | −3−2.0% | Reduced |
| NBT Bank N A | 146 | $13.2K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 143 | $12.9K | 0.00% | −26−15.4% | Reduced |
| Owl Creek Wealth Partners LLC | 140 | $12.7K | 0.00% | −36−20.5% | Reduced |
| Coastline Trust Co | 139 | $12.6K | 0.00% | −330−70.4% | Reduced |
| Golden State Wealth Management, LLC | 135 | $12.2K | 0.00% | −50−27.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 140 | $12.1K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 131 | $11.9K | 0.00% | +19+17.0% | Added |
| Cetera Trust Company, N.A | 123 | $11.1K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 119 | $10.8K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 119 | $10.8K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 116 | $10.5K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 116 | $10.5K | 0.00% | −144−55.4% | Reduced |
| Kerr Financial Planning Corp | 116 | $10.4K | 0.01% | +1+0.9% | Added |
| Hollencrest Capital Management | 109 | $9.86K | 0.00% | −18−14.2% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 109 | $9.86K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 105 | $9.50K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 102 | $9.23K | 0.01% | −7−6.4% | Reduced |
| Fortitude Family Office, LLC | 101 | $9.14K | 0.00% | +2+2.0% | Added |
| Private Wealth Asset Management, LLC | 96 | $8.69K | 0.00% | 00.0% | Unchanged |
| Rational Advisors LLC | 93 | $8.42K | 0.00% | +9+10.7% | Added |
| Kilter Group LLC | 92 | $8.33K | 0.00% | +19+26.0% | Added |
| Financial Perspectives, Inc | 90 | $8.14K | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 87 | $7.92K | 0.00% | +87 | New |
| City State Bank | 86 | $7.78K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 85 | $7.71K | 0.00% | +9+11.8% | Added |
| Financial Management Professionals, Inc. | 84 | $7.60K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 84 | $7.60K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 82 | $7.42K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 79 | $7.15K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 77 | $6.97K | 0.00% | +77 | New |
| S&T Bank | 75 | $6.79K | 0.00% | −21−21.9% | Reduced |
| Westfuller Advisors, LLC | 75 | $6.79K | 0.00% | +34+82.9% | Added |
| Cornerstone Financial Management LLC | 73 | $6.61K | 0.01% | +31+73.8% | Added |
| Bogart Wealth, LLC | 73 | $6.61K | 0.00% | +40+121.2% | Added |
| Walleye Capital LLC | 70 | $6.33K | 0.00% | +70 | New |
| Silver Grove Financial Group, Inc. | 69 | $6.24K | 0.00% | +69 | New |
| Ogorek Anthony Joseph | 70 | $6.00K | 0.00% | +22+45.8% | Added |
| Avion Wealth | 73 | $6.00K | 0.00% | +51+231.8% | Added |
| Darwin Advisors, LLC | 64 | $5.83K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 67 | $5.83K | 0.00% | +67 | New |
| Bell Investment Advisors, Inc | 61 | $5.52K | 0.00% | −7−10.3% | Reduced |
| LFA - Lugano Financial Advisors SA | 59 | $5.34K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 57 | $5.16K | 0.00% | +57 | New |
| American National Bank | 57 | $5.16K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 53 | $4.80K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 52 | $4.71K | 0.00% | +42+420.0% | Added |
| Torren Management, LLC | 51 | $4.62K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 51 | $4.62K | 0.00% | +28+121.7% | Added |
| Godsey & Gibb Associates | 50 | $4.53K | 0.00% | −125−71.4% | Reduced |
| Private Wealth Management Group, LLC | 50 | $4.53K | 0.00% | +21+72.4% | Added |
| Clear Street Markets LLC | 50 | $4.52K | 0.00% | +15+42.9% | Added |
| Flagship Wealth Advisors, LLC | 50 | $4.52K | 0.00% | +50 | New |
| United Financial Planning Group LLC | 49 | $4.43K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 48 | $4.34K | 0.00% | +11+29.7% | Added |
| DT Investment Partners, LLC | 47 | $4.25K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 50 | $4.12K | 0.00% | +1+2.0% | Added |
| SHP Wealth Management | 44 | $3.98K | 0.00% | +10+29.4% | Added |
| Trust Co of Vermont | 44 | $3.98K | 0.00% | +44 | New |
| West Paces Advisors Inc. | 44 | $3.98K | 0.00% | +44 | New |
| Kingdom Financial Group LLC. | 42 | $3.81K | 0.00% | +1+2.4% | Added |
| Pension & Wealth Management Advisors, Inc. | 42 | $3.80K | 0.00% | +12+40.0% | Added |
| Valued Wealth Advisors LLC | 41 | $3.71K | 0.00% | +33+412.5% | Added |
| CrossGen Wealth, LLC | 37 | $3.30K | 0.00% | +1+2.8% | Added |
| International Assets Investment Management, LLC | 37 | $3.22K | 0.00% | +11+42.3% | Added |
| Boreal Capital Management LLC | 35 | $3.17K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 34 | $3.09K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 33 | $2.99K | 0.00% | −18−35.3% | Reduced |
| Dorato Capital Management | 35 | $2.95K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 32 | $2.90K | 0.00% | −2−5.9% | Reduced |
| Creative Capital Management Investments LLC | 32 | $2.90K | 0.00% | +32 | New |
| Marquette Asset Management, LLC | 31 | $2.81K | 0.00% | +7+29.2% | Added |
| NVWM, LLC | 31 | $2.81K | 0.00% | +26+520.0% | Added |
| Principia Wealth Advisory, LLC | 28 | $2.53K | 0.00% | +8+40.0% | Added |
| Community Financial Services Group, LLC | 29 | $2.52K | 0.00% | −59−67.0% | Reduced |
| Lloyd Advisory Services, LLC. | 27 | $2.46K | 0.00% | −14−34.1% | Reduced |
| Medallion Wealth Advisors, LLC | 27 | $2.41K | 0.00% | −330−92.4% | Reduced |
| Prestige Wealth Management Group LLC | 26 | $2.35K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 26 | $2.35K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 26 | $2.35K | 0.00% | +26 | New |
| Beacon Investment Advisory Services, Inc. | 26 | $2.35K | 0.00% | +26 | New |
| DiNuzzo Private Wealth, Inc. | 25 | $2.26K | 0.00% | +1+4.2% | Added |
| Granite FO LLC | 25 | $2.26K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 25 | $2.26K | 0.00% | +2+8.7% | Added |
| Triumph Capital Management | 25 | $2.26K | 0.00% | +25 | New |
| High Note Wealth, LLC | 24 | $2.17K | 0.00% | +12+100.0% | Added |
| Quarry LP | 23 | $2.08K | 0.00% | −814−97.3% | Reduced |
| Estabrook Capital Management | 23 | $2.08K | 0.00% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 21 | $1.90K | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 20 | $1.81K | 0.00% | −9−31.0% | Reduced |
| Crewe Advisors LLC | 20 | $1.81K | 0.00% | +7+53.8% | Added |
| Osbon Capital Management LLC | 20 | $1.81K | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 19 | $1.72K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 19 | $1.72K | 0.00% | +16+533.3% | Added |
| Hughes Financial Services, LLC | 18 | $1.63K | 0.00% | +9+100.0% | Added |
| HFM Investment Advisors, LLC | 18 | $1.63K | 0.00% | +9+100.0% | Added |
