| Asset Planning,Inc | 85 | $13.0K | 0.01% | 00.0% | Unchanged |
| Manitou Investment Management Ltd. | 85 | $13.0K | 0.00% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 109 | $12.4K | 0.01% | −840−88.5% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 81 | $12.4K | 0.00% | −278−77.4% | Reduced |
| ZRC Wealth Management, LLC | 80 | $12.2K | 0.00% | +52+185.7% | Added |
| Cullen/Frost Bankers, Inc. | 76 | $11.6K | 0.00% | −3−3.8% | Reduced |
| Farmers & Merchants Investments Inc | 76 | $11.6K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 76 | $11.6K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 75 | $11.5K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 75 | $11.0K | 0.00% | −898−92.3% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 71 | $10.9K | 0.00% | +71 | New |
| Salomon & Ludwin, LLC | 68 | $10.6K | 0.00% | −19−21.8% | Reduced |
| Bogart Wealth, LLC | 66 | $10.2K | 0.00% | −20−23.3% | Reduced |
| ORG Wealth Partners, LLC | 63 | $9.64K | 0.00% | +10+18.9% | Added |
| Grove Bank & Trust | 62 | $9.49K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 61 | $9.34K | 0.00% | +52+577.8% | Added |
| Whittier Trust Co of Nevada Inc | 58 | $9.06K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 59 | $9.03K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 58 | $8.88K | 0.00% | +7+13.7% | Added |
| Triumph Capital Management | 57 | $8.73K | 0.00% | −307−84.3% | Reduced |
| MV Capital Management, Inc. | 54 | $8.27K | 0.00% | +15+38.5% | Added |
| Sachetta, LLC | 50 | $7.66K | 0.00% | +38+316.7% | Added |
| Field & Main Bank | 50 | $7.66K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 50 | $7.66K | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 50 | $7.66K | 0.01% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 50 | $7.66K | 0.00% | +50 | New |
| Byrne Asset Management LLC | 47 | $7.20K | 0.00% | −2,079−97.8% | Reduced |
| Allianz SE | 45 | $6.89K | 0.00% | +17+60.7% | Added |
| Noble Wealth Management PBC | 45 | $6.89K | 0.00% | +45 | New |
| Sawyer & Company, Inc | 42 | $6.43K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 40 | $6.12K | 0.00% | −38−48.7% | Reduced |
| NVWM, LLC | 40 | $6.12K | 0.00% | −7−14.9% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 36 | $5.51K | 0.00% | −9−20.0% | Reduced |
| Pinnacle Bancorp, Inc. | 36 | $5.51K | 0.00% | +36 | New |
| Orion Capital Management LLC | 35 | $5.36K | 0.00% | 00.0% | Unchanged |
| Adkins Seale Capital Management LLC | 34 | $5.21K | 0.01% | 00.0% | Unchanged |
| Dorato Capital Management | 32 | $5.08K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 33 | $5.05K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 33 | $5.05K | 0.00% | −8−19.5% | Reduced |
| Independence Bank of Kentucky | 33 | $5.05K | 0.00% | 00.0% | Unchanged |
| Hamrick Investment Counsel, llc | 32 | $4.90K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 32 | $4.90K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 31 | $4.75K | 0.00% | −102−76.7% | Reduced |
| Caldwell Trust Co | 30 | $4.59K | 0.00% | −43−58.9% | Reduced |
| Heritage Wealth Advisors | 30 | $4.59K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 30 | $4.59K | 0.00% | +20+200.0% | Added |
| Strategic Investment Solutions, Inc. | 30 | $4.59K | 0.00% | 00.0% | Unchanged |
| Tripletail Wealth Management, LLC | 29 | $4.52K | 0.01% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 29 | $4.44K | 0.00% | +29 | New |
| Kingdom Financial Group LLC. | 29 | $4.44K | 0.00% | +29 | New |
| Investment Research & Advisory Group, Inc. | 28 | $4.29K | 0.00% | 00.0% | Unchanged |
| Purpose Unlimited Inc. | 27 | $4.13K | 0.00% | +27 | New |
| CoreCap Advisors, LLC | 26 | $3.98K | 0.00% | −12−31.6% | Reduced |
| West Branch Capital LLC | 26 | $3.98K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 25 | $3.83K | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 25 | $3.83K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 25 | $3.83K | 0.00% | +17+212.5% | Added |
| Comprehensive Financial Planning, Inc. | 25 | $3.83K | 0.00% | +25 | New |
| Clarity Asset Management, Inc. | 24 | $3.67K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 24 | $3.67K | 0.00% | +24 | New |
| Highline Wealth Partners LLC | 24 | $3.67K | 0.00% | +24 | New |
| SWAN Capital LLC | 23 | $3.52K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 22 | $3.37K | 0.00% | −8−26.7% | Reduced |
| SHP Wealth Management | 22 | $3.37K | 0.00% | −9−29.0% | Reduced |
| Your Advocates Ltd., LLP | 22 | $3.37K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 21 | $3.22K | 0.00% | +21 | New |
| Bell Investment Advisors, Inc | 21 | $3.22K | 0.00% | −13−38.2% | Reduced |
| Wall Street Financial Group, Inc. | 21 | $3.21K | 0.00% | +21 | New |
| McIlrath & Eck, LLC | 20 | $3.06K | 0.00% | −20−50.0% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 20 | $3.06K | 0.00% | 00.0% | Unchanged |
| Leo H. Evart, Inc. | 20 | $3.06K | 0.00% | +20 | New |
| Smithfield Trust Co | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 19 | $2.91K | 0.00% | −3−13.6% | Reduced |
| Keating Financial Advisory Services, Inc. | 19 | $2.91K | 0.00% | +4+26.7% | Added |
| Clear Street Markets LLC | 18 | $2.76K | 0.00% | −142−88.8% | Reduced |
| Private Wealth Management Group, LLC | 18 | $2.76K | 0.00% | −29−61.7% | Reduced |
| Raffa Wealth Management, LLC | 18 | $2.76K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 17 | $2.60K | 0.00% | −204−92.3% | Reduced |
| Kilter Group LLC | 17 | $2.60K | 0.00% | −4−19.0% | Reduced |
| Marquette Asset Management, LLC | 17 | $2.60K | 0.00% | +17 | New |
| Quest 10 Wealth Builders, Inc. | 16 | $2.45K | 0.00% | −1−5.9% | Reduced |
| Bear Mountain Capital, Inc. | 14 | $2.33K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 15 | $2.30K | 0.00% | +15 | New |
| Scarborough Advisors, LLC | 15 | $2.30K | 0.00% | +15 | New |
| JPL Wealth Management, LLC | 15 | $2.30K | 0.00% | +15 | New |
| Rossby Financial, LCC | 14 | $2.22K | 0.00% | +1+7.7% | Added |
| WealthCollab, LLC | 14 | $2.14K | 0.00% | +14 | New |
| Financial Perspectives, Inc | 14 | $2.14K | 0.00% | 00.0% | Unchanged |
| Portus Wealth Advisors, LLC | 14 | $2.14K | 0.00% | +14 | New |
| Avion Wealth | 15 | $2.00K | 0.00% | −8−34.8% | Reduced |
| Johnson Financial Group, Inc. | 13 | $1.99K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 13 | $1.99K | 0.00% | −9−40.9% | Reduced |
| RWM Asset Management, LLC | 13 | $1.99K | 0.00% | +13 | New |
| Davis Capital Management | 12 | $1.84K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 12 | $1.84K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 12 | $1.84K | 0.00% | +12 | New |
| Friedenthal Financial | 11 | $1.69K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 11 | $1.68K | 0.00% | +8+266.7% | Added |
| WFA of San Diego, LLC | 11 | $1.68K | 0.00% | +11 | New |
| United Financial Planning Group LLC | 11 | $1.68K | 0.00% | +11 | New |