| Essential Partners LLC | 54 | $16.7K | 0.01% | +51+1,700.0% | Added |
| Manchester Capital Management LLC | 53 | $16.4K | 0.00% | −3−5.4% | Reduced |
| Bartlett & Co. Wealth Management LLC | 53 | $16.4K | 0.00% | +14+35.9% | Added |
| First Horizon Corp | 52 | $16.1K | 0.00% | +52 | New |
| Virtus ETF Advisers LLC | 51 | $15.7K | 0.01% | −449−89.8% | Reduced |
| Harbour Investments, Inc. | 50 | $15.4K | 0.00% | −10−16.7% | Reduced |
| Ronald Blue Trust, Inc. | 50 | $15.4K | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 50 | $15.4K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 50 | $15.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 48 | $14.8K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 44 | $13.4K | 0.00% | −136−75.6% | Reduced |
| J.Safra Asset Management Corp | 43 | $13.3K | 0.00% | −5−10.4% | Reduced |
| TD Capital Management LLC | 41 | $12.7K | 0.00% | 00.0% | Unchanged |
| Midwest Capital Advisors, LLC | 41 | $12.7K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 41 | $12.7K | 0.00% | +12+41.4% | Added |
| Front Row Advisors LLC | 40 | $12.3K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 38 | $11.7K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 37 | $11.4K | 0.00% | +37 | New |
| Fortitude Family Office, LLC | 36 | $11.1K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 34 | $10.5K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 34 | $10.5K | 0.00% | +34 | New |
| Salomon & Ludwin, LLC | 32 | $9.89K | 0.00% | +32 | New |
| Kerr Financial Planning Corp | 29 | $9.65K | 0.01% | +29 | New |
| West Branch Capital LLC | 31 | $9.57K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 30 | $9.26K | 0.00% | +30 | New |
| Smithfield Trust Co | 30 | $9.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 28 | $8.64K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 27 | $8.34K | 0.00% | +1+3.8% | Added |
| Ameriflex Group, Inc. | 26 | $8.03K | 0.00% | +26 | New |
| Bullock Wealth Management Group | 26 | $7.96K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 25 | $7.72K | 0.00% | +1+4.2% | Added |
| Creekmur Asset Management LLC | 25 | $7.72K | 0.00% | 00.0% | Unchanged |
| American National Bank | 24 | $7.41K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 24 | $7.00K | 0.00% | +4+20.0% | Added |
| Addison Advisors LLC | 22 | $6.79K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 22 | $6.79K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 22 | $6.79K | 0.00% | +22 | New |
| Johnson Financial Group, Inc. | 21 | $6.48K | 0.00% | +21 | New |
| Anfield Capital Management, LLC | 20 | $6.17K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 20 | $6.17K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 18 | $5.56K | 0.00% | +18 | New |
| Bangor Savings Bank | 17 | $5.25K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 15 | $4.63K | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 15 | $4.63K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 14 | $4.40K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 14 | $4.32K | 0.00% | −1−6.7% | Reduced |
| Trust Co of Vermont | 14 | $4.32K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 12 | $3.71K | 0.00% | +8+200.0% | Added |
| Rakuten Securities, Inc. | 12 | $3.71K | 0.00% | +12 | New |
| MJT & Associates Financial Advisory Group, Inc. | 12 | $3.71K | 0.00% | +12 | New |
| Cornerstone Planning Group LLC | 11 | $3.43K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 11 | $3.40K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 10 | $3.09K | 0.00% | −42−80.8% | Reduced |
| Prestige Wealth Management Group LLC | 10 | $3.09K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 10 | $3.09K | 0.00% | +7+233.3% | Added |
| ORG Partners LLC | 10 | $3.08K | 0.00% | +4+66.7% | Added |
| Rossby Financial, LCC | 10 | $3.06K | 0.00% | +6+150.0% | Added |
| Cloud Capital Management, LLC | 11 | $3.00K | 0.00% | +11 | New |
| Raffa Wealth Management, LLC | 9 | $2.78K | 0.00% | −8−47.1% | Reduced |
| Abound Wealth Management | 9 | $2.78K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 9 | $2.78K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 9 | $2.78K | 0.00% | +9 | New |
| Montag A & Associates Inc | 9 | $2.70K | 0.00% | +1+12.5% | Added |
| CoreCap Advisors, LLC | 8 | $2.47K | 0.00% | −6−42.9% | Reduced |
| Advanced Portfolio Management, LLC | 8 | $2.47K | 0.01% | +8 | New |
| Clark Wealth Partners | 8 | $2.27K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 7 | $2.16K | 0.00% | +4+133.3% | Added |
| Marquette Asset Management, LLC | 7 | $2.16K | 0.00% | +7 | New |
| NVWM, LLC | 7 | $2.16K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 7 | $2.16K | 0.00% | +6+600.0% | Added |
| DiNuzzo Private Wealth, Inc. | 6 | $2.04K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 7 | $2.00K | 0.00% | +7 | New |
| TFC Financial Management | 6 | $1.85K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 6 | $1.80K | 0.00% | +1+20.0% | Added |
| Sound Income Strategies, LLC | 5 | $1.60K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 5 | $1.54K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 5 | $1.54K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 5 | $1.54K | 0.00% | +1+25.0% | Added |
| Halbert Hargrove Global Advisors, LLC | 5 | $1.54K | 0.00% | +5 | New |
| Greykasell Wealth Strategies, Inc. | 5 | $1.54K | 0.00% | +5 | New |
| Guerra Advisors Inc | 5 | $1.54K | 0.00% | +5 | New |
| Tortoise Investment Management, LLC | 4 | $1.24K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 4 | $1.24K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 4 | $1.24K | 0.00% | +3+300.0% | Added |
| Texas Capital Bancshares Inc | 4 | $1.24K | 0.00% | +4 | New |
| Strengthening Families & Communities, LLC | 4 | $1.23K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 4 | $1.23K | 0.00% | +1+33.3% | Added |
| Ogorek Anthony Joseph | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 3 | $927 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 3 | $926 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 3 | $926 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 2 | $641 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 2 | $618 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 2 | $617 | 0.00% | −1−33.3% | Reduced |
| Highline Wealth Partners LLC | 2 | $617 | 0.00% | −1−33.3% | Reduced |
| Activest Wealth Management | 2 | $617 | 0.00% | +1+100.0% | Added |
| HFM Investment Advisors, LLC | 2 | $617 | 0.00% | +1+100.0% | Added |
| Wealth Watch Advisors, INC | 2 | $617 | 0.00% | +2 | New |
| PEAK6 LLC | 2 | $587 | 0.00% | 00.0% | Unchanged |