| ORG Partners LLC | 76 | $21.8K | 0.00% | +5+7.0% | Added |
| MV Capital Management, Inc. | 72 | $20.7K | 0.00% | −1−1.4% | Reduced |
| Darwin Advisors, LLC | 65 | $18.9K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 63 | $18.1K | 0.00% | +15+31.3% | Added |
| Whittier Trust Co of Nevada Inc | 65 | $18.0K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 60 | $17.2K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 55 | $15.8K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 61 | $15.4K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 50 | $14.4K | 0.00% | −50−50.0% | Reduced |
| JFS Wealth Advisors, LLC | 48 | $13.8K | 0.00% | −1−2.0% | Reduced |
| Prestige Wealth Management Group LLC | 48 | $13.8K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 48 | $13.8K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 47 | $13.5K | 0.00% | −2−4.1% | Reduced |
| Rise Advisors, LLC | 46 | $13.2K | 0.00% | +2+4.5% | Added |
| Westside Investment Management, Inc. | 47 | $13.1K | 0.00% | +47 | New |
| UMA Financial Services, Inc. | 45 | $12.9K | 0.00% | +27+150.0% | Added |
| IMA Wealth, Inc. | 44 | $12.6K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 41 | $11.8K | 0.00% | +8+24.2% | Added |
| Newbridge Financial Services Group, Inc. | 40 | $11.5K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 38 | $11.0K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 37 | $10.6K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 37 | $10.6K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 33 | $9.52K | 0.00% | +33 | New |
| Hughes Financial Services, LLC | 36 | $9.40K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 31 | $9.01K | 0.00% | +11+55.0% | Added |
| Winnow Wealth LLC | 30 | $8.64K | 0.01% | +30 | New |
| Westfuller Advisors, LLC | 30 | $8.63K | 0.00% | +30 | New |
| MTM Investment Management, LLC | 30 | $8.61K | 0.00% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 29 | $8.32K | 0.00% | +29 | New |
| Global X Japan Co., Ltd. | 28 | $8.04K | 0.00% | −9−24.3% | Reduced |
| Coston, McIsaac & Partners | 28 | $8.00K | 0.00% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 27 | $7.75K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 26 | $7.46K | 0.00% | −1−3.7% | Reduced |
| RMG Wealth Management LLC | 25 | $7.10K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 24 | $6.89K | 0.00% | −8−25.0% | Reduced |
| Caitong International Asset Management Co., Ltd | 24 | $6.89K | 0.00% | −169−87.6% | Reduced |
| Centennial Bank | 24 | $6.89K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 22 | $6.11K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 21 | $6.03K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 20 | $5.74K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 20 | $5.74K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 19 | $5.46K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 18 | $5.29K | 0.00% | +7+63.6% | Added |
| Howard Hughes Medical Institute | 18 | $5.17K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 18 | $5.06K | 0.00% | +9+100.0% | Added |
| Avion Wealth | 20 | $5.00K | 0.00% | +8+66.7% | Added |
| Creative Financial Designs Inc | 17 | $4.88K | 0.00% | −121−87.7% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 17 | $4.88K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 17 | $4.88K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 17 | $4.79K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 15 | $4.31K | 0.00% | +15 | New |
| Salomon & Ludwin, LLC | 15 | $4.15K | 0.00% | +15 | New |
| High Note Wealth, LLC | 14 | $4.02K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 14 | $4.02K | 0.00% | +14 | New |
| Cloud Capital Management, LLC | 15 | $4.00K | 0.00% | +15 | New |
| Kayne Anderson Rudnick Investment Management LLC | 13 | $3.73K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 13 | $3.73K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 13 | $3.73K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 13 | $3.73K | 0.00% | +5+62.5% | Added |
| DiNuzzo Private Wealth, Inc. | 13 | $3.61K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 12 | $3.44K | 0.00% | −26−68.4% | Reduced |
| First Pacific Financial | 12 | $3.44K | 0.00% | +3+33.3% | Added |
| Bay Harbor Wealth Management, LLC | 12 | $3.44K | 0.00% | +2+20.0% | Added |
| Cheviot Value Management, LLC | 13 | $3.38K | 0.00% | −23−63.9% | Reduced |
| C M Bidwell & Associates Ltd | 11 | $3.16K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 11 | $3.16K | 0.00% | +11 | New |
| MCF Advisors LLC | 11 | $3.16K | 0.00% | +11 | New |
| TSFG, LLC | 10 | $3.00K | 0.00% | +10 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 10 | $2.87K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 9 | $2.58K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 9 | $2.58K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 9 | $2.58K | 0.00% | +5+125.0% | Added |
| Asset Dedication, LLC | 8 | $2.30K | 0.00% | −1−11.1% | Reduced |
| AdvisorNet Financial, Inc | 8 | $2.30K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 8 | $2.19K | 0.00% | +1+14.3% | Added |
| Rialto Wealth Management, LLC | 7 | $2.01K | 0.00% | +2+40.0% | Added |
| Marquette Asset Management, LLC | 7 | $2.01K | 0.00% | +7 | New |
| St Germain D J Co Inc | 7 | $2.01K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 7 | $2.01K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 7 | $1.95K | 0.00% | +7 | New |
| Valued Wealth Advisors LLC | 6 | $1.75K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 6 | $1.72K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 6 | $1.72K | 0.00% | +6 | New |
| Principia Wealth Advisory, LLC | 6 | $1.72K | 0.00% | +1+20.0% | Added |
| Rakuten Securities, Inc. | 6 | $1.72K | 0.00% | +3+100.0% | Added |
| Financial Consulate, Inc | 5 | $1.44K | 0.00% | +5 | New |
| WPG Advisers, LLC | 5 | $1.44K | 0.00% | −11−68.8% | Reduced |
| N.E.W. Advisory Services LLC | 5 | $1.44K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 5 | $1.44K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 5 | $1.42K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 4 | $1.15K | 0.00% | +4 | New |
| Kilter Group LLC | 3 | $862 | 0.00% | +2+200.0% | Added |
| Proffitt & Goodson Inc | 3 | $862 | 0.00% | +3 | New |
| Binnacle Investments Inc | 3 | $861 | 0.00% | −14−82.4% | Reduced |
| WestEnd Advisors, LLC | 3 | $861 | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 3 | $861 | 0.00% | +3 | New |
| PEAK6 LLC | 2 | $672 | 0.00% | −1−33.3% | Reduced |
| Seneschal Advisors, LLC | 2 | $575 | 0.00% | +2 | New |
| Aspect Partners, LLC | 2 | $574 | 0.00% | −1−33.3% | Reduced |