| Stephenson National Bank & Trust | 490 | $29.1K | 0.01% | +490 | New |
| SJS Investment Consulting Inc. | 463 | $27.5K | 0.00% | −12−2.5% | Reduced |
| Salomon & Ludwin, LLC | 444 | $26.3K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 421 | $25.0K | 0.03% | +374+795.7% | Added |
| Wellington-Altus USA Inc. | 470 | $24.7K | 0.01% | −131−21.8% | Reduced |
| ZRC Wealth Management, LLC | 411 | $24.4K | 0.01% | −147−26.3% | Reduced |
| Nvest Wealth Strategies, Inc. | 400 | $23.7K | 0.02% | 00.0% | Unchanged |
| CVA Family Office, LLC | 352 | $20.9K | 0.00% | +352 | New |
| Louisbourg Investments Inc. | 347 | $20.6K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 341 | $20.2K | 0.00% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 332 | $19.7K | 0.01% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 321 | $19.1K | 0.00% | +321 | New |
| Assetmark, Inc | 317 | $18.8K | 0.00% | +2+0.6% | Added |
| Twin Peaks Wealth Advisors, LLC | 316 | $18.8K | 0.00% | +316 | New |
| Motco | 300 | $17.8K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 286 | $17.0K | 0.00% | −1−0.3% | Reduced |
| Versant Capital Management, Inc | 286 | $17.0K | 0.00% | +149+108.8% | Added |
| Spire Wealth Management | 277 | $16.4K | 0.00% | +15+5.7% | Added |
| Wall Street Financial Group, Inc. | 244 | $14.5K | 0.01% | +244 | New |
| Tacita Capital Inc | 238 | $14.1K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 233 | $13.8K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 231 | $13.7K | 0.00% | +113+95.8% | Added |
| Farmers & Merchants Investments Inc | 230 | $13.7K | 0.00% | +5+2.2% | Added |
| Whittier Trust Co of Nevada Inc | 226 | $13.4K | 0.00% | +20+9.7% | Added |
| North Star Investment Management Corp. | 214 | $12.7K | 0.00% | +214 | New |
| Huntington National Bank | 202 | $12.0K | 0.00% | −7−3.3% | Reduced |
| Valued Wealth Advisors LLC | 201 | $11.9K | 0.00% | +177+737.5% | Added |
| Owl Creek Wealth Partners LLC | 200 | $11.9K | 0.00% | +200 | New |
| Vermillion Wealth Management, Inc. | 198 | $11.8K | 0.00% | +18+10.0% | Added |
| Glass Jacobson Investment Advisors llc | 194 | $11.5K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 191 | $11.3K | 0.00% | −3,806−95.2% | Reduced |
| Keating Financial Advisory Services, Inc. | 175 | $10.4K | 0.00% | +76+76.8% | Added |
| Sachetta, LLC | 150 | $8.90K | 0.00% | +150 | New |
| Cullen/Frost Bankers, Inc. | 137 | $8.11K | 0.00% | +85+163.5% | Added |
| Dogwood Wealth Management LLC | 131 | $7.78K | 0.00% | +131 | New |
| Cornerstone Planning Group LLC | 121 | $7.60K | 0.00% | +18+17.5% | Added |
| Webster Bank, N. A. | 125 | $7.42K | 0.00% | +125 | New |
| J.Safra Asset Management Corp | 123 | $7.30K | 0.00% | +57+86.4% | Added |
| JPL Wealth Management, LLC | 122 | $7.27K | 0.00% | +122 | New |
| JFS Wealth Advisors, LLC | 120 | $7.12K | 0.00% | −111−48.1% | Reduced |
| Kemnay Advisory Services Inc. | 114 | $6.77K | 0.00% | +114 | New |
| Zions Bancorporation, National Association | 111 | $6.59K | 0.00% | +47+73.4% | Added |
| Salem Investment Counselors Inc | 111 | $6.59K | 0.00% | +111 | New |
| Manchester Capital Management LLC | 110 | $6.53K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 108 | $6.41K | 0.00% | −61,524−99.8% | Reduced |
| Aventura Private Wealth, LLC | 106 | $6.29K | 0.00% | 00.0% | Unchanged |
| Ninepoint Partners LP | 106 | $6.29K | 0.00% | +106 | New |
| True Wealth Design, LLC | 103 | $6.12K | 0.00% | −134−56.5% | Reduced |
| Evelyn Partners Investment Management LLP | 100 | $5.94K | 0.00% | −169−62.8% | Reduced |
| RMG Wealth Management LLC | 100 | $5.91K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 98 | $5.82K | 0.00% | +98 | New |
| Legacy Wealth Managment, LLC | 96 | $5.70K | 0.00% | +33+52.4% | Added |
| BFSG, LLC | 89 | $5.28K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 88 | $5.08K | 0.00% | +88 | New |
| Bare Financial Services, Inc | 71 | $4.21K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 71 | $4.21K | 0.00% | +56+373.3% | Added |
| Whipplewood Advisors, LLC | 67 | $3.98K | 0.00% | +67 | New |
| Triumph Capital Management | 66 | $3.92K | 0.00% | +6+10.0% | Added |
| First Horizon Corp | 64 | $3.80K | 0.00% | −15−19.0% | Reduced |
| AdvisorNet Financial, Inc | 64 | $3.80K | 0.00% | +2+3.2% | Added |
| Brown Brothers Harriman & Co | 62 | $3.68K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 60 | $3.56K | 0.00% | −1,031−94.5% | Reduced |
| Cromwell Holdings LLC | 52 | $3.09K | 0.00% | +10+23.8% | Added |
| Retirement Wealth Solutions LLC | 51 | $3.03K | 0.00% | +12+30.8% | Added |
| IMA Wealth, Inc. | 51 | $3.03K | 0.00% | −6−10.5% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 49 | $2.91K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 47 | $2.79K | 0.00% | −44−48.4% | Reduced |
| Private Wealth Management Group, LLC | 46 | $2.73K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 44 | $2.65K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 44 | $2.61K | 0.00% | +18+69.2% | Added |
| Archer Investment Corp | 40 | $2.37K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 40 | $2.37K | 0.00% | +40 | New |
| Rossby Financial, LCC | 41 | $2.35K | 0.00% | +34+485.7% | Added |
| Prudent Man Investment Management, Inc. | 58 | $2.27K | 0.00% | 00.0% | Unchanged |
| Essential Investment Partners LLC | 37 | $2.20K | 0.00% | 00.0% | Unchanged |
| IFM Investors Pty Ltd | 37 | $2.20K | 0.00% | +37 | New |
| Financial Network Wealth Advisors LLC | 34 | $2.02K | 0.00% | −14−29.2% | Reduced |
| Smithfield Trust Co | 42 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| Intentional Wealth Strategies, LLC | 32 | $1.90K | 0.00% | +32 | New |
| Cassaday & Co Wealth Management LLC | 29 | $1.72K | 0.00% | +29 | New |
| MV Capital Management, Inc. | 28 | $1.66K | 0.00% | +2+7.7% | Added |
| Principia Wealth Advisory, LLC | 28 | $1.66K | 0.00% | −715−96.2% | Reduced |
| Creative Financial Designs Inc | 28 | $1.66K | 0.00% | +23+460.0% | Added |
| Rialto Wealth Management, LLC | 24 | $1.43K | 0.00% | +2+9.1% | Added |
| Torren Management, LLC | 23 | $1.38K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 21 | $1.25K | 0.00% | −1−4.5% | Reduced |
| South State Corp. | 20 | $1.19K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 20 | $1.19K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 19 | $1.14K | 0.00% | +4+26.7% | Added |
| Wealth Preservation Advisors, LLC | 19 | $1.13K | 0.00% | +19 | New |
| Financial Management Professionals, Inc. | 18 | $1.07K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 18 | $1.06K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 18 | $1.00K | 0.00% | −18−50.0% | Reduced |
| Financial Consulate, Inc | 15 | $891 | 0.00% | +5+50.0% | Added |
| WPG Advisers, LLC | 14 | $831 | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 14 | $831 | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 13 | $772 | 0.00% | +13 | New |
| American Capital Advisory, LLC | 12 | $713 | 0.00% | −1−7.7% | Reduced |
| Private Trust Co NA | 12 | $712 | 0.00% | 00.0% | Unchanged |
