| Quest 10 Wealth Builders, Inc. | 130 | $15.3K | 0.01% | −3−2.3% | Reduced |
| Richardson Financial Services Inc. | 130 | $15.3K | 0.01% | 00.0% | Unchanged |
| Swiss Re Ltd | 128 | $15.1K | 0.09% | 00.0% | Unchanged |
| Entrust Financial LLC | 127 | $14.9K | 0.01% | +127 | New |
| Strengthening Families & Communities, LLC | 126 | $14.9K | 0.00% | +126 | New |
| Morse Asset Management, Inc | 125 | $14.7K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 121 | $14.3K | 0.00% | 00.0% | Unchanged |
| CDKV Holdings LLC | 121 | $14.2K | 0.01% | 00.0% | Unchanged |
| Fideuram Asset Management (Ireland) dac | 105 | $14.1K | 0.00% | −147,076−99.9% | Reduced |
| Quarry LP | 120 | $14.1K | 0.00% | −622−83.8% | Reduced |
| Crews Bank & Trust | 120 | $14.1K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 119 | $14.0K | 0.00% | +32+36.8% | Added |
| JPL Wealth Management, LLC | 115 | $13.5K | 0.00% | +115 | New |
| Innovative Asset Advisors Group, LLC | 114 | $13.5K | 0.01% | +114 | New |
| Chilton Capital Management LLC | 114 | $13.4K | 0.00% | +71+165.1% | Added |
| Moisand Fitzgerald Tamayo, LLC | 113 | $13.3K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 108 | $12.7K | 0.00% | +15+16.1% | Added |
| Brown, Lisle/Cummings, Inc. | 106 | $12.5K | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 109 | $12.4K | 0.00% | +61+127.1% | Added |
| 1015 Capital Partners, LLC | 103 | $12.1K | 0.01% | −7−6.4% | Reduced |
| Aspect Partners, LLC | 102 | $12.0K | 0.00% | 00.0% | Unchanged |
| Tacita Capital Inc | 102 | $12.0K | 0.01% | +102 | New |
| Proffitt & Goodson Inc | 101 | $11.9K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 95 | $11.2K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 90 | $10.6K | 0.00% | +14+18.4% | Added |
| SJS Investment Consulting Inc. | 88 | $10.3K | 0.00% | +6+7.3% | Added |
| Wedbush Fund Advisers, LLC | 87 | $10.2K | 0.00% | +87 | New |
| PlanVest Financial, Inc | 85 | $10.1K | 0.01% | +85 | New |
| Atwood & Palmer Inc | 84 | $9.88K | 0.00% | +5+6.3% | Added |
| Dogwood Wealth Management LLC | 83 | $9.76K | 0.00% | +27+48.2% | Added |
| Cherry Tree Wealth Management, LLC | 80 | $9.41K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 77 | $9.06K | 0.00% | +33+75.0% | Added |
| Kemnay Advisory Services Inc. | 77 | $9.06K | 0.00% | +77 | New |
| Avion Wealth | 84 | $9.00K | 0.00% | +12+16.7% | Added |
| High Note Wealth, LLC | 75 | $8.82K | 0.00% | +8+11.9% | Added |
| Frazier Financial Advisors, LLC | 73 | $8.59K | 0.00% | +14+23.7% | Added |
| Westfuller Advisors, LLC | 72 | $8.44K | 0.00% | +1+1.4% | Added |
| Ares Financial Consulting, LLC | 72 | $8.44K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 70 | $8.23K | 0.00% | +20+40.0% | Added |
| Legacy Wealth Managment, LLC | 69 | $8.12K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 69 | $8.12K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 68 | $8.00K | 0.00% | +4+6.3% | Added |
| Timothy G. Youngquist 2020 Irrevocable Trust | 68 | $8.00K | 0.00% | +68 | New |
| Westside Investment Management, Inc. | 67 | $7.86K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 63 | $7.41K | 0.00% | −11−14.9% | Reduced |
| Kerr Financial Planning Corp | 59 | $7.34K | 0.01% | +1+1.7% | Added |
| Sachetta, LLC | 60 | $7.07K | 0.00% | +55+1,100.0% | Added |
| Rakuten Securities, Inc. | 60 | $7.06K | 0.00% | −16−21.1% | Reduced |
| Hollencrest Capital Management | 60 | $7.06K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 58 | $6.82K | 0.00% | −4−6.5% | Reduced |
| Financial Consulate, Inc | 57 | $6.70K | 0.00% | +22+62.9% | Added |
| Activest Wealth Management | 57 | $6.70K | 0.00% | +57 | New |
| Pinnacle Bancorp, Inc. | 55 | $6.47K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 54 | $6.35K | 0.00% | 00.0% | Unchanged |
| Forum Finance Group S.A. | 70 | $6.00K | 0.00% | +70 | New |
| Global Wealth Strategies & Associates | 50 | $5.88K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 49 | $5.76K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 48 | $5.64K | 0.00% | +48 | New |
| Cornerstone Financial Management LLC | 46 | $5.41K | 0.00% | +4+9.5% | Added |
| Prestige Wealth Management Group LLC | 44 | $5.19K | 0.00% | −5−10.2% | Reduced |
| IMA Wealth, Inc. | 43 | $5.07K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 41 | $4.96K | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 42 | $4.94K | 0.00% | +42 | New |
| Gleason Group, Inc. | 40 | $4.71K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 40 | $4.70K | 0.00% | −6−13.0% | Reduced |
| Nemes Rush Group LLC | 40 | $4.70K | 0.00% | 00.0% | Unchanged |
| Capital & Planning, LLC | 40 | $4.70K | 0.00% | +40 | New |
| Crewe Advisors LLC | 35 | $4.12K | 0.00% | +22+169.2% | Added |
| Park Square Financial Group, LLC | 35 | $4.12K | 0.03% | −268−88.4% | Reduced |
| Ogorek Anthony Joseph | 40 | $4.00K | 0.00% | −25−38.5% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 34 | $4.00K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 34 | $4.00K | 0.00% | +4+13.3% | Added |
| Private Wealth Asset Management, LLC | 32 | $3.76K | 0.00% | −3−8.6% | Reduced |
| Heritage Wealth Advisors | 32 | $3.76K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 30 | $3.53K | 0.00% | +8+36.4% | Added |
| DAGCO, Inc. | 29 | $3.41K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 28 | $3.29K | 0.00% | +21+300.0% | Added |
| Geneos Wealth Management Inc. | 27 | $3.18K | 0.00% | −11−28.9% | Reduced |
| SHP Wealth Management | 27 | $3.17K | 0.00% | +27 | New |
| Gilpin Wealth Management, LLC | 25 | $2.94K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 25 | $2.94K | 0.00% | +25 | New |
| North Star Investment Management Corp. | 24 | $2.82K | 0.00% | −8−25.0% | Reduced |
| CBIZ Investment Advisory Services, LLC | 22 | $2.59K | 0.00% | −31−58.5% | Reduced |
| GHP Investment Advisors, Inc. | 22 | $2.59K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 22 | $2.59K | 0.00% | +9+69.2% | Added |
| Asset Dedication, LLC | 21 | $2.47K | 0.00% | 00.0% | Unchanged |
| McMillan Office, Inc. | 21 | $2.47K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 20 | $2.36K | 0.00% | +12+150.0% | Added |
| ZRC Wealth Management, LLC | 20 | $2.35K | 0.00% | +20 | New |
| J.Safra Asset Management Corp | 20 | $2.35K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 20 | $2.35K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 20 | $2.31K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 19 | $2.24K | 0.00% | −264−93.3% | Reduced |
| Kingdom Financial Group LLC. | 19 | $2.24K | 0.00% | +13+216.7% | Added |
| Hughes Financial Services, LLC | 18 | $2.12K | 0.00% | +2+12.5% | Added |
| Wall Street Financial Group, Inc. | 18 | $2.12K | 0.00% | +18 | New |
| Kilter Group LLC | 17 | $2.00K | 0.00% | +7+70.0% | Added |
| American Capital Advisory, LLC | 16 | $1.88K | 0.00% | +9+128.6% | Added |
| Dunhill Financial, LLC | 15 | $1.79K | 0.00% | −3−16.7% | Reduced |
| Twin Tree Management, LP | 14 | $1.65K | 0.00% | +14 | New |