| True Wealth Design, LLC | 101 | $24.0K | 0.01% | +53+110.4% | Added |
| Tripletail Wealth Management, LLC | 100 | $23.9K | 0.03% | 00.0% | Unchanged |
| Whi Trust Co LLC | 100 | $23.8K | 0.02% | 00.0% | Unchanged |
| CDKV Holdings LLC | 100 | $23.8K | 0.02% | 00.0% | Unchanged |
| Guardian Partners Inc. | 100 | $23.8K | 0.00% | +100 | New |
| Rothschild Investment LLC | 100 | $23.7K | 0.00% | +12+13.6% | Added |
| Wilkerson Advisory Group LLC | 99 | $23.6K | 0.01% | +17+20.7% | Added |
| Rialto Wealth Management, LLC | 95 | $22.6K | 0.00% | +3+3.3% | Added |
| Piscataqua Savings Bank | 91 | $21.7K | 0.01% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 90 | $21.4K | 0.02% | 00.0% | Unchanged |
| Meramec Financial Planners, LLC | 81 | $20.1K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 77 | $18.3K | 0.01% | 00.0% | Unchanged |
| Compass Financial Management LLC | 72 | $17.2K | 0.00% | +72 | New |
| Capital Advisors, Ltd. LLC | 70 | $17.0K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 71 | $16.9K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 75 | $16.7K | 0.00% | +75 | New |
| Bayforest Capital Ltd | 69 | $16.4K | 0.02% | −111−61.7% | Reduced |
| SJS Investment Consulting Inc. | 69 | $16.4K | 0.00% | +25+56.8% | Added |
| Avion Wealth | 69 | $16.0K | 0.00% | +13+23.2% | Added |
| MPWM Advisory Solutions, LLC | 65 | $15.6K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 65 | $15.5K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 65 | $15.5K | 0.00% | +65 | New |
| DiNuzzo Private Wealth, Inc. | 65 | $15.4K | 0.00% | +1+1.6% | Added |
| Prestige Wealth Management Group LLC | 63 | $15.0K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 61 | $14.5K | 0.00% | −1−1.6% | Reduced |
| Delta Asset Management LLC | 60 | $14.3K | 0.00% | 00.0% | Unchanged |
| McDonald Partners LLC | 60 | $14.3K | 0.00% | +60 | New |
| Webster Bank, N. A. | 59 | $14.0K | 0.00% | −38−39.2% | Reduced |
| Bell Investment Advisors, Inc | 58 | $13.8K | 0.00% | +2+3.6% | Added |
| Wall Street Access Asset Management, LLC | 57 | $13.6K | 0.00% | +57 | New |
| Sachetta, LLC | 56 | $13.3K | 0.01% | +17+43.6% | Added |
| Brown, Lisle/Cummings, Inc. | 56 | $13.3K | 0.00% | +24+75.0% | Added |
| Robbins Farley LLC | 56 | $13.3K | 0.01% | +56 | New |
| Kingdom Financial Group LLC. | 56 | $13.3K | 0.00% | +4+7.7% | Added |
| DT Investment Partners, LLC | 55 | $13.1K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 55 | $13.1K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 54 | $12.9K | 0.00% | −83−60.6% | Reduced |
| Kemnay Advisory Services Inc. | 53 | $12.6K | 0.00% | −5−8.6% | Reduced |
| PFS Partners, LLC | 53 | $12.6K | 0.01% | 00.0% | Unchanged |
| USA Financial Formulas | 53 | $12.6K | 0.00% | +53 | New |
| TSFG, LLC | 51 | $12.0K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 50 | $11.9K | 0.00% | −54−51.9% | Reduced |
| Caldwell Sutter Capital, Inc. | 50 | $11.9K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 50 | $11.9K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 50 | $11.9K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 50 | $11.9K | 0.01% | 00.0% | Unchanged |
| Osbon Capital Management LLC | 50 | $11.9K | 0.01% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 49 | $11.7K | 0.00% | +7+16.7% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 48 | $11.6K | 0.00% | −5−9.4% | Reduced |
| Rossby Financial, LCC | 48 | $11.5K | 0.00% | −643−93.1% | Reduced |
| McGuire Capital Advisors Inc | 48 | $11.4K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 48 | $11.4K | 0.00% | +48 | New |
| Prosperity Bancshares Inc | 47 | $11.2K | 0.01% | +24+104.3% | Added |
| Ritter Daniher Financial Advisory LLC | 46 | $10.9K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 44 | $10.5K | 0.00% | +8+22.2% | Added |
| Coston, McIsaac & Partners | 44 | $10.0K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 42 | $10.0K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 42 | $10.0K | 0.00% | +12+40.0% | Added |
| LGT Financial Advisors LLC | 41 | $9.86K | 0.05% | 00.0% | Unchanged |
| Torren Management, LLC | 38 | $9.08K | 0.00% | 00.0% | Unchanged |
| Alphadyne Asset Management LP | 38 | $9.04K | 0.00% | −306−89.0% | Reduced |
| Financial Management Professionals, Inc. | 37 | $8.81K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 36 | $8.57K | 0.00% | +36 | New |
| Lloyd Advisory Services, LLC. | 35 | $8.43K | 0.00% | −17−32.7% | Reduced |
| Centennial Bank | 35 | $8.33K | 0.00% | 00.0% | Unchanged |
| Vanguard National Trust Co | 33 | $7.85K | 0.00% | +33 | New |
| Quest 10 Wealth Builders, Inc. | 30 | $7.14K | 0.01% | 00.0% | Unchanged |
| Joseph Group Capital Management | 29 | $6.90K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 29 | $6.90K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 28 | $6.66K | 0.00% | −1−3.4% | Reduced |
| Cedar Mountain Advisors, LLC | 28 | $6.66K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 28 | $6.66K | 0.00% | +6+27.3% | Added |
| Costello Asset Management, INC | 26 | $6.19K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 25 | $6.02K | 0.00% | +25 | New |
| GHP Investment Advisors, Inc. | 24 | $5.82K | 0.00% | 00.0% | Unchanged |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 24 | $5.64K | 0.00% | +1+4.3% | Added |
| Jackson, Grant Investment Advisers, Inc. | 23 | $5.47K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 22 | $5.24K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 21 | $5.00K | 0.00% | −19−47.5% | Reduced |
| Colonial Trust Co | 21 | $5.00K | 0.00% | −3−12.5% | Reduced |
| EFG International AG | 21 | $5.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 21 | $5.00K | 0.00% | +1+5.0% | Added |
| Marquette Asset Management, LLC | 20 | $4.76K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 20 | $4.76K | 0.00% | +16+400.0% | Added |
| Cornerstone Financial Management LLC | 19 | $4.52K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 19 | $4.52K | 0.00% | +19 | New |
| Westfuller Advisors, LLC | 17 | $4.13K | 0.00% | −2−10.5% | Reduced |
| Sunrise Financial Services, LLC | 17 | $4.05K | 0.00% | −15−46.9% | Reduced |
| Abound Wealth Management | 16 | $3.92K | 0.00% | −26−61.9% | Reduced |
| Dunhill Financial, LLC | 16 | $3.91K | 0.00% | −1−5.9% | Reduced |
| Essential Partners LLC | 16 | $3.81K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 16 | $3.81K | 0.00% | +16 | New |
| New England Capital Financial Advisors LLC | 14 | $3.39K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 14 | $3.33K | 0.00% | −77−84.6% | Reduced |
| JNBA Financial Advisors | 14 | $3.33K | 0.00% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 14 | $3.33K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 14 | $3.33K | 0.00% | 00.0% | Unchanged |
| Mosley Wealth Management | 14 | $3.33K | 0.00% | +14 | New |
| Central Trust Co | 13 | $3.10K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 13 | $3.10K | 0.00% | +4+44.4% | Added |