| Aspect Partners, LLC | 105 | $8.05K | 0.00% | +101+2,525.0% | Added |
| Princeton Global Asset Management LLC | 101 | $7.74K | 0.00% | 00.0% | Unchanged |
| Bravera Wealth | 100 | $7.67K | 0.00% | 00.0% | Unchanged |
| Blueline Advisors LLC | 95 | $7.28K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 93 | $7.13K | 0.00% | −3,163−97.1% | Reduced |
| Versant Capital Management, Inc | 93 | $7.13K | 0.00% | −270−74.4% | Reduced |
| Millstone Evans Group, LLC | 92 | $7.05K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 91 | $6.98K | 0.00% | +26+40.0% | Added |
| Harbor Investment Advisory, LLC | 91 | $6.98K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 93 | $6.97K | 0.00% | +93 | New |
| Quarry LP | 90 | $6.90K | 0.00% | −506−84.9% | Reduced |
| Birchwood Financial Partners, Inc. | 84 | $6.44K | 0.01% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 83 | $6.36K | 0.00% | +83 | New |
| Bruce G. Allen Investments, LLC | 82 | $6.29K | 0.00% | −40−32.8% | Reduced |
| Rossby Financial, LCC | 82 | $6.29K | 0.00% | +18+28.1% | Added |
| Keating Financial Advisory Services, Inc. | 81 | $6.21K | 0.00% | +63+350.0% | Added |
| Prestige Wealth Management Group LLC | 81 | $6.17K | 0.00% | −2−2.4% | Reduced |
| Manchester Capital Management LLC | 78 | $5.98K | 0.00% | −5−6.0% | Reduced |
| Ares Financial Consulting, LLC | 78 | $5.98K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 77 | $5.90K | 0.00% | +77 | New |
| Wealth Enhancement Trust Services, Inc. | 76 | $5.83K | 0.00% | +76 | New |
| MCF Advisors LLC | 72 | $5.52K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 72 | $5.52K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 70 | $5.37K | 0.00% | +70 | New |
| Downshift Financial, LLC | 69 | $5.29K | 0.00% | +69 | New |
| CVA Family Office, LLC | 66 | $5.06K | 0.00% | −143−68.4% | Reduced |
| United Financial Planning Group LLC | 66 | $5.06K | 0.00% | +66 | New |
| GW&K Investment Management, LLC | 64 | $5.00K | 0.00% | +19+42.2% | Added |
| Frazier Financial Advisors, LLC | 64 | $4.91K | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 62 | $4.75K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 61 | $4.68K | 0.00% | +7+13.0% | Added |
| NBT Bank N A | 59 | $4.52K | 0.00% | +59 | New |
| Sachetta, LLC | 54 | $4.14K | 0.00% | −28−34.1% | Reduced |
| First Horizon Corp | 53 | $4.06K | 0.00% | −5−8.6% | Reduced |
| Field & Main Bank | 50 | $3.83K | 0.00% | −125−71.4% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 50 | $3.83K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 45 | $3.45K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 44 | $3.37K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 40 | $3.07K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 44 | $3.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 39 | $2.99K | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 39 | $2.99K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 39 | $2.99K | 0.00% | +39 | New |
| Brown, Lisle/Cummings, Inc. | 38 | $2.91K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 38 | $2.91K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 38 | $2.91K | 0.00% | +11+40.7% | Added |
| Ameriflex Group, Inc. | 38 | $2.91K | 0.00% | +38 | New |
| Financial Perspectives, Inc | 36 | $2.76K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 36 | $2.76K | 0.00% | +36 | New |
| JPL Wealth Management, LLC | 35 | $2.68K | 0.00% | −44−55.7% | Reduced |
| Rialto Wealth Management, LLC | 34 | $2.61K | 0.00% | +22+183.3% | Added |
| J.Safra Asset Management Corp | 33 | $2.53K | 0.00% | +33 | New |
| ROSS\JOHNSON & Associates LLC | 30 | $2.30K | 0.04% | +1+3.4% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 29 | $2.23K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 28 | $2.18K | 0.00% | −18−39.1% | Reduced |
| MV Capital Management, Inc. | 28 | $2.15K | 0.00% | −11−28.2% | Reduced |
| Raffa Wealth Management, LLC | 28 | $2.14K | 0.00% | −41−59.4% | Reduced |
| Fourth Dimension Wealth, LLC | 27 | $2.07K | 0.00% | +27 | New |
| Smithfield Trust Co | 23 | $2.00K | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 26 | $1.99K | 0.00% | +26 | New |
| Cornerstone Planning Group LLC | 31 | $1.96K | 0.00% | +2+6.9% | Added |
| Grove Bank & Trust | 23 | $1.76K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 23 | $1.76K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 23 | $1.76K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 21 | $1.61K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 20 | $1.53K | 0.00% | −1−4.8% | Reduced |
| Armstrong Advisory Group, Inc | 20 | $1.52K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 17 | $1.31K | 0.00% | +4+30.8% | Added |
| First Command Advisory Services, Inc. | 17 | $1.30K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 19 | $1.26K | 0.00% | +19 | New |
| Cornerstone Financial Management LLC | 16 | $1.23K | 0.00% | −4−20.0% | Reduced |
| Financial Consulate, Inc | 16 | $1.23K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 16 | $1.23K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 16 | $1.23K | 0.00% | +1+6.7% | Added |
| Albion Financial Group | 15 | $1.15K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 15 | $1.15K | 0.00% | +1+7.1% | Added |
| Creative Capital Management Investments LLC | 15 | $1.15K | 0.00% | +15 | New |
| Center for Financial Planning, Inc. | 14 | $1.07K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 14 | $1.00K | 0.00% | +8+133.3% | Added |
| CKW Financial Group | 13 | $1.00K | 0.00% | +13 | New |
| Oakworth Capital, Inc. | 13 | $997 | 0.00% | 00.0% | Unchanged |
| Bayban | 13 | $997 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 13 | $997 | 0.00% | +13 | New |
| Dunhill Financial, LLC | 12 | $996 | 0.00% | −6−33.3% | Reduced |
| HFM Investment Advisors, LLC | 12 | $920 | 0.00% | +4+50.0% | Added |
| PFS Partners, LLC | 12 | $897 | 0.00% | −11−47.8% | Reduced |
| Bay Harbor Wealth Management, LLC | 11 | $843 | 0.00% | −7−38.9% | Reduced |
| Murphy & Mullick Capital Management Corp | 11 | $843 | 0.00% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 11 | $843 | 0.00% | +11 | New |
| WPG Advisers, LLC | 10 | $767 | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 10 | $767 | 0.00% | +10 | New |
| Mosley Wealth Management | 10 | $767 | 0.00% | +10 | New |
| Signature Equity Partners, LLC | 10 | $767 | 0.00% | +10 | New |
| HM Payson & Co | 9 | $690 | 0.00% | −110−92.4% | Reduced |
| American Capital Advisory, LLC | 8 | $614 | 0.00% | +3+60.0% | Added |
| Whipplewood Advisors, LLC | 8 | $613 | 0.00% | −25−75.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 8 | $613 | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 7 | $537 | 0.00% | −92−92.9% | Reduced |
| Bare Financial Services, Inc | 7 | $537 | 0.00% | −61−89.7% | Reduced |
