| Private Wealth Management Group, LLC | 178 | $22.4K | 0.01% | 00.0% | Unchanged |
| Aspect Partners, LLC | 177 | $22.3K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 176 | $22.1K | 0.00% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 176 | $22.1K | 0.02% | +176 | New |
| Red Tortoise LLC | 174 | $21.9K | 0.01% | −16−8.4% | Reduced |
| Stephens Consulting, LLC | 174 | $21.9K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 174 | $21.9K | 0.00% | −34−16.3% | Reduced |
| Beacon Capital Management, LLC | 166 | $20.9K | 0.00% | −125−43.0% | Reduced |
| First PREMIER Bank | 156 | $20.0K | 0.01% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 154 | $19.4K | 0.01% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 151 | $19.0K | 0.01% | +151 | New |
| Center for Financial Planning, Inc. | 150 | $18.9K | 0.00% | 00.0% | Unchanged |
| Synergy Financial Management, LLC | 180 | $18.8K | 0.00% | +180 | New |
| Atala Financial Inc | 149 | $18.7K | 0.01% | +149 | New |
| Capital A Wealth Management, LLC | 145 | $18.2K | 0.03% | +145 | New |
| 10Elms LLP | 143 | $18.0K | 0.02% | +143 | New |
| Cornerstone Planning Group LLC | 129 | $17.6K | 0.00% | +20+18.3% | Added |
| RE Dickinson Investment Advisors, LLC | 138 | $17.3K | 0.01% | +1+0.7% | Added |
| Avion Wealth | 141 | $17.0K | 0.00% | +8+6.0% | Added |
| Highline Wealth Partners LLC | 133 | $16.8K | 0.01% | +52+64.2% | Added |
| Raffa Wealth Management, LLC | 128 | $16.1K | 0.00% | +17+15.3% | Added |
| Ritter Daniher Financial Advisory LLC | 125 | $15.7K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 124 | $15.6K | 0.02% | +124 | New |
| Old Point Trust & Financial Services N A | 119 | $15.0K | 0.01% | 00.0% | Unchanged |
| Kentucky Trust Co | 119 | $15.0K | 0.01% | +119 | New |
| Morton Brown Family Wealth, LLC | 118 | $14.8K | 0.01% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 117 | $14.7K | 0.01% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 117 | $14.7K | 0.01% | 00.0% | Unchanged |
| High Note Wealth, LLC | 115 | $14.5K | 0.00% | +115 | New |
| Dogwood Wealth Management LLC | 115 | $14.4K | 0.01% | +1+0.9% | Added |
| Nordwand Advisors, LLC | 113 | $14.2K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 112 | $14.1K | 0.00% | −40−26.3% | Reduced |
| Cherry Tree Wealth Management, LLC | 112 | $14.1K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 109 | $13.7K | 0.01% | −26−19.3% | Reduced |
| Valued Wealth Advisors LLC | 105 | $13.2K | 0.01% | +12+12.9% | Added |
| Gables Capital Management Inc. | 103 | $12.9K | 0.01% | 00.0% | Unchanged |
| NCP Inc. | 101 | $12.6K | 0.01% | −16−13.7% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 100 | $12.6K | 0.00% | −112−52.8% | Reduced |
| CBIZ Investment Advisory Services, LLC | 100 | $12.6K | 0.00% | +100 | New |
| True Wealth Design, LLC | 100 | $12.6K | 0.00% | +13+14.9% | Added |
| Birchbrook, Inc. | 93 | $11.7K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 93 | $11.7K | 0.00% | 00.0% | Unchanged |
| Putney Financial Group LLC | 90 | $11.3K | 0.01% | +90 | New |
| Darwin Advisors, LLC | 90 | $11.3K | 0.00% | +51+130.8% | Added |
| Newbridge Financial Services Group, Inc. | 89 | $11.1K | 0.00% | +89 | New |
| Edmond de Rothschild Holding S.A. | 88 | $11.1K | 0.00% | −4,302−98.0% | Reduced |
| Legend Financial Advisors, Inc. | 87 | $10.9K | 0.01% | 00.0% | Unchanged |
| Dixon Mitchell Investment Counsel Inc. | 86 | $10.8K | 0.00% | +86 | New |
| Centricity Wealth Management, LLC | 86 | $10.8K | 0.01% | +86 | New |
| Atwood & Palmer Inc | 85 | $10.7K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 82 | $10.3K | 0.00% | −15−15.5% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 80 | $10.1K | 0.00% | +80 | New |
| Conquis Financial LLC | 79 | $9.93K | 0.01% | +79 | New |
| Salomon & Ludwin, LLC | 75 | $9.43K | 0.00% | −2−2.6% | Reduced |
| WealthTrak Capital Management LLC | 73 | $9.18K | 0.01% | +73 | New |
| First Community Trust NA | 73 | $9.18K | 0.01% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 72 | $9.05K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 72 | $9.05K | 0.01% | +72 | New |
| Coston, McIsaac & Partners | 77 | $9.00K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 71 | $8.93K | 0.00% | +71 | New |
| Arcadia Investment Management Corp | 70 | $8.80K | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $8.80K | 0.01% | – | – |
| Fourth Dimension Wealth, LLC | 65 | $8.17K | 0.00% | +65 | New |
| Anfield Capital Management, LLC | 62 | $7.79K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 62 | $7.79K | 0.00% | +62 | New |
| Front Row Advisors LLC | 60 | $7.54K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 59 | $7.42K | 0.00% | +59 | New |
| Carolina Wealth Advisors, LLC | 58 | $7.29K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 56 | $7.04K | 0.00% | −10−15.2% | Reduced |
| Your Advocates Ltd., LLP | 56 | $7.04K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 56 | $7.04K | 0.00% | +56 | New |
| Tucker Asset Management LLC | 53 | $6.66K | 0.00% | +53 | New |
| FPC Investment Advisory, Inc. | 47 | $6.51K | 0.00% | +20+74.1% | Added |
| Financial Perspectives, Inc | 51 | $6.41K | 0.00% | +51 | New |
| Aster Capital Management (DIFC) Ltd | 50 | $6.29K | 0.00% | +50 | New |
| Westend Capital Management, LLC | 47 | $5.91K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 47 | $5.91K | 0.00% | +47 | New |
| NewSquare Capital LLC | 45 | $5.66K | 0.00% | +45 | New |
| PayPay Securities Corp | 41 | $5.16K | 0.22% | +7+20.6% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 46 | $5.00K | 0.00% | −1,040−95.8% | Reduced |
| Evermay Wealth Management LLC | 37 | $4.65K | 0.00% | −15−28.8% | Reduced |
| Global Wealth Strategies & Associates | 37 | $4.65K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 35 | $4.40K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 35 | $4.40K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 34 | $4.34K | 0.40% | −35,393−99.9% | Reduced |
| Principia Wealth Advisory, LLC | 33 | $4.15K | 0.00% | +33 | New |
| TruNorth Capital Management, LLC | 30 | $3.77K | 0.00% | −19−38.8% | Reduced |
| ORG Wealth Partners, LLC | 30 | $3.77K | 0.00% | +30 | New |
| New Millennium Group LLC | 29 | $3.65K | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 28 | $3.51K | 0.00% | +28 | New |
| Acima Private Wealth, LLC | 26 | $3.27K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 25 | $3.14K | 0.00% | +2+8.7% | Added |
| Princeton Global Asset Management LLC | 24 | $3.02K | 0.00% | −66−73.3% | Reduced |
| Ameriflex Group, Inc. | 21 | $2.91K | 0.00% | +21 | New |
| Kings Path Partners LLC | 22 | $2.77K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 21 | $2.64K | 0.00% | 00.0% | Unchanged |
| Menard Financial Group LLC | 21 | $2.64K | 0.00% | +21 | New |
| Cape Investment Advisory, Inc. | 20 | $2.51K | 0.00% | +20 | New |
| Mainstream Capital Management LLC | 20 | $2.51K | 0.00% | +20 | New |
| Horizons Wealth Management | 17 | $2.14K | 0.00% | 00.0% | Unchanged |
