| Oakworth Capital, Inc. | 41 | $37.7K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 40 | $36.8K | 0.01% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 40 | $36.8K | 0.01% | +40 | New |
| DT Investment Partners, LLC | 39 | $35.9K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 38 | $35.0K | 0.01% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 38 | $35.0K | 0.02% | +5+15.2% | Added |
| True Wealth Design, LLC | 38 | $34.9K | 0.01% | +13+52.0% | Added |
| Geo Capital Gestora de Recursos Ltd | 37 | $34.0K | 0.06% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 36 | $33.1K | 0.00% | −753−95.4% | Reduced |
| LFA - Lugano Financial Advisors SA | 36 | $33.1K | 0.02% | 00.0% | Unchanged |
| Trust Co | 35 | $32.2K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 35 | $32.2K | 0.03% | 00.0% | Unchanged |
| High Note Wealth, LLC | 34 | $31.3K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 34 | $31.3K | 0.00% | +15+78.9% | Added |
| Millstone Evans Group, LLC | 33 | $30.4K | 0.02% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 32 | $29.4K | 0.02% | +32 | New |
| Moisand Fitzgerald Tamayo, LLC | 31 | $28.5K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 31 | $28.5K | 0.01% | +7+29.2% | Added |
| Bogart Wealth, LLC | 31 | $28.5K | 0.00% | +15+93.8% | Added |
| Wealth Watch Advisors, INC | 31 | $28.5K | 0.01% | +31 | New |
| First PREMIER Bank | 30 | $28.0K | 0.01% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 30 | $28.0K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 30 | $27.6K | 0.00% | −8−21.1% | Reduced |
| Strategic Investment Solutions, Inc. | 30 | $27.6K | 0.01% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 29 | $26.7K | 0.01% | −331−91.9% | Reduced |
| Proathlete Wealth Management LLC | 28 | $25.8K | 0.01% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 27 | $24.8K | 0.01% | +1+3.8% | Added |
| IAG Wealth Partners, LLC | 27 | $24.8K | 0.00% | +18+200.0% | Added |
| Ulland Investment Advisors, LLC | 26 | $24.0K | 0.02% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 26 | $23.9K | 0.01% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 26 | $23.9K | 0.01% | +26 | New |
| CBIZ Investment Advisory Services, LLC | 25 | $23.0K | 0.00% | −30−54.5% | Reduced |
| Caldwell Sutter Capital, Inc. | 25 | $23.0K | 0.01% | −1−3.8% | Reduced |
| Syntax Research, Inc. | 25 | $23.0K | 0.01% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 25 | $23.0K | 0.00% | +25 | New |
| Measured Wealth Private Client Group, LLC | 25 | $23.0K | 0.01% | +25 | New |
| Hopwood Financial Services, Inc. | 25 | $23.0K | 0.02% | +25 | New |
| NFJ Investment Group, LLC | 24 | $22.1K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 24 | $22.1K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 24 | $22.0K | 0.00% | +4+20.0% | Added |
| Binnacle Investments Inc | 23 | $21.2K | 0.01% | −1−4.2% | Reduced |
| Copia Wealth Management | 23 | $21.2K | 0.02% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 23 | $21.2K | 0.01% | +16+228.6% | Added |
| Guerra Advisors Inc | 23 | $21.2K | 0.01% | +23 | New |
| Sittner & Nelson, LLC | 22 | $20.2K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 22 | $20.2K | 0.00% | +22 | New |
| Halbert Hargrove Global Advisors, LLC | 21 | $19.8K | 0.00% | +21 | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 21 | $19.3K | 0.03% | −6−22.2% | Reduced |
| City Holding Co | 21 | $19.3K | 0.00% | +5+31.3% | Added |
| North Star Investment Management Corp. | 20 | $18.4K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 20 | $18.4K | 0.01% | 00.0% | Unchanged |
| Hurley Capital, LLC | 20 | $18.4K | 0.01% | +1+5.3% | Added |
| USA Financial Portformulas Corp | 20 | $18.4K | 0.00% | +8+66.7% | Added |
| Delta Asset Management LLC | 19 | $17.5K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 19 | $17.5K | 0.01% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 19 | $17.5K | 0.01% | +19 | New |
| Clark Wealth Partners | 106 | $16.2K | 0.01% | +76+253.3% | Added |
| Coston, McIsaac & Partners | 17 | $15.0K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 17 | $15.0K | 0.00% | +3+21.4% | Added |
| HHM Wealth Advisors, LLC | 16 | $14.7K | 0.00% | −6−27.3% | Reduced |
| Beaird Harris Wealth Management, LLC | 16 | $14.7K | 0.00% | +6+60.0% | Added |
| Plante Moran Financial Advisors, LLC | 16 | $14.7K | 0.00% | −44−73.3% | Reduced |
| Creative Financial Designs Inc | 16 | $14.7K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 16 | $14.7K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 16 | $14.7K | 0.00% | +4+33.3% | Added |
| Clal Insurance Enterprises Holdings Ltd | 15 | $14.0K | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 16 | $14.0K | 0.01% | +13+433.3% | Added |
| Atlantic Edge Private Wealth Management, LLC | 15 | $13.8K | 0.00% | 00.0% | Unchanged |
| Imprint Wealth LLC | 15 | $13.8K | 0.04% | +15 | New |
| Quest 10 Wealth Builders, Inc. | 14 | $13.0K | 0.01% | −7−33.3% | Reduced |
| Winnow Wealth LLC | 14 | $12.9K | 0.01% | +14 | New |
| Dogwood Wealth Management LLC | 14 | $12.9K | 0.01% | +4+40.0% | Added |
| SOA Wealth Advisors, LLC. | 12,415 | $12.4K | 0.00% | 00.0% | Unchanged |
| Inlight Wealth Management, LLC | 13 | $12.0K | 0.01% | −8−38.1% | Reduced |
| First Pacific Financial | 13 | $12.0K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 13 | $12.0K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 12 | $11.0K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 12 | $11.0K | 0.00% | +1+9.1% | Added |
| Altshuler Shaham Ltd | 12 | $11.0K | 0.00% | +3+33.3% | Added |
| Grey Fox Wealth Advisors, LLC | 12 | $11.0K | 0.00% | +12 | New |
| Cranbrook Wealth Management, LLC | 12 | $10.8K | 0.00% | −11−47.8% | Reduced |
| Crewe Advisors LLC | 11 | $10.1K | 0.00% | +11 | New |
| IMG Wealth Management, Inc. | 11 | $10.1K | 0.01% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 11 | $9.34K | 0.01% | +11 | New |
| First Financial Corp | 10 | $9.20K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $9.20K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 10 | $9.20K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 10 | $9.20K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 10 | $9.20K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 10 | $9.20K | 0.01% | 00.0% | Unchanged |
| Midwest Capital Advisors, LLC | 10 | $9.20K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 10 | $9.20K | 0.01% | +1+11.1% | Added |
| Caitlin John, LLC | 10 | $9.20K | 0.01% | +10 | New |
| HighMark Wealth Management LLC | 9 | $8.28K | 0.00% | −4−30.8% | Reduced |
| Cape Investment Advisory, Inc. | 9 | $8.28K | 0.01% | −3−25.0% | Reduced |
| POM Investment Strategies, LLC | 9 | $8.28K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 8 | $7.36K | 0.00% | −1,014−99.2% | Reduced |
| Blume Capital Management, Inc. | 8 | $7.36K | 0.00% | −2−20.0% | Reduced |
| Tower View Investment Management & Research LLC | 8 | $7.36K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 8 | $7.36K | 0.00% | +8 | New |
