| Zions Bancorporation, National Association | 107 | $16.5K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 107 | $16.5K | 0.00% | +31+40.8% | Added |
| Copia Wealth Management | 106 | $16.3K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 104 | $15.5K | 0.00% | −147−58.6% | Reduced |
| Essential Partners LLC | 100 | $15.4K | 0.01% | −19−16.0% | Reduced |
| Lavaca Capital LLC | 100 | $15.4K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 100 | $15.4K | 0.00% | +100 | New |
| Ulland Investment Advisors, LLC | 100 | $15.0K | 0.01% | 00.0% | Unchanged |
| WealthCollab, LLC | 97 | $14.9K | 0.01% | −21−17.8% | Reduced |
| Glen Eagle Advisors, LLC | 97 | $14.9K | 0.00% | +12+14.1% | Added |
| BOK Financial Private Wealth, Inc. | 96 | $14.8K | 0.00% | +96 | New |
| Action Point Financial Planning, LLC | 94 | $14.2K | 0.00% | +94 | New |
| Signature Equity Partners, LLC | 90 | $13.9K | 0.01% | −2−2.2% | Reduced |
| TD Capital Management LLC | 88 | $13.6K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 87 | $13.4K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 86 | $13.3K | 0.00% | +54+168.8% | Added |
| Albion Financial Group | 81 | $12.5K | 0.00% | −7−8.0% | Reduced |
| Dogwood Wealth Management LLC | 80 | $12.3K | 0.00% | −4−4.8% | Reduced |
| MidFirst Bank | 80 | $12.3K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 77 | $11.9K | 0.00% | −481−86.2% | Reduced |
| Financial Management Professionals, Inc. | 77 | $11.9K | 0.00% | +32+71.1% | Added |
| Principia Wealth Advisory, LLC | 76 | $11.7K | 0.01% | +16+26.7% | Added |
| Colonial Trust Co | 72 | $11.2K | 0.00% | −91−55.8% | Reduced |
| First Command Advisory Services, Inc. | 68 | $10.5K | 0.00% | +56+466.7% | Added |
| Manning & Napier Advisors LLC | 66 | $10.2K | 0.00% | −3−4.3% | Reduced |
| Whipplewood Advisors, LLC | 66 | $10.2K | 0.01% | −444−87.1% | Reduced |
| Arlington Trust Co LLC | 66 | $10.2K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 64 | $9.86K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 62 | $9.58K | 0.00% | +1+1.6% | Added |
| Institute for Wealth Management, LLC. | 61 | $9.44K | 0.00% | +61 | New |
| Highline Wealth Partners LLC | 60 | $9.28K | 0.00% | +16+36.4% | Added |
| United Financial Planning Group LLC | 60 | $9.25K | 0.00% | +60 | New |
| City Holding Co | 60 | $9.25K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 58 | $8.94K | 0.00% | −10−14.7% | Reduced |
| Trifecta Capital Advisors, LLC | 57 | $8.79K | 0.00% | +4+7.5% | Added |
| Founders Capital Management | 56 | $8.63K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 54 | $8.32K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 52 | $8.01K | 0.00% | +52 | New |
| Rialto Wealth Management, LLC | 52 | $7.98K | 0.00% | +52 | New |
| MCF Advisors LLC | 50 | $7.71K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 48 | $7.40K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 46 | $7.09K | 0.01% | −12−20.7% | Reduced |
| Archer Investment Corp | 46 | $7.09K | 0.00% | 00.0% | Unchanged |
| Alerus Financial NA | 45 | $6.93K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 45 | $6.93K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 42 | $6.47K | 0.00% | −82−66.1% | Reduced |
| Plante Moran Financial Advisors, LLC | 42 | $6.47K | 0.00% | +25+147.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 41 | $6.32K | 0.00% | 00.0% | Unchanged |
| Turim 21 Investimentos Ltda. | 41 | $6.32K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 41 | $6.32K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 41 | $6.32K | 0.00% | +41 | New |
| JNBA Financial Advisors | 39 | $6.01K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 39 | $6.01K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 36 | $6.00K | 0.00% | −664−94.9% | Reduced |
| Birchwood Financial Partners, Inc. | 37 | $5.70K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 5,635 | $5.63K | 0.00% | +5,635 | New |
| Tounjian Advisory Partners, LLC | 32 | $4.94K | 0.00% | +32 | New |
| Financial Life Planners | 31 | $4.75K | 0.00% | +1+3.3% | Added |
| Ancora Advisors, LLC | 30 | $4.62K | 0.00% | −129−81.1% | Reduced |
| Operose Advisors LLC | 29 | $4.47K | 0.00% | +5+20.8% | Added |
| Bullock Wealth Management Group | 28 | $4.46K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 28 | $4.32K | 0.00% | −41−59.4% | Reduced |
| Eukles Asset Management | 28 | $4.32K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 27 | $4.16K | 0.00% | −6−18.2% | Reduced |
| Harbor Investment Advisory, LLC | 27 | $4.16K | 0.00% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 27 | $4.16K | 0.00% | +27 | New |
| Webster Bank, N. A. | 26 | $4.01K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 26 | $4.01K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 25 | $3.85K | 0.00% | +12+92.3% | Added |
| Manchester Capital Management LLC | 24 | $3.70K | 0.00% | +6+33.3% | Added |
| Quent Capital, LLC | 24 | $3.70K | 0.00% | +24 | New |
| JPL Wealth Management, LLC | 23 | $3.54K | 0.00% | −12−34.3% | Reduced |
| Caldwell Trust Co | 20 | $3.08K | 0.00% | +9+81.8% | Added |
| Coston, McIsaac & Partners | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Allied Private Wealth LLC | 19 | $2.99K | 0.00% | +19 | New |
| Highland Investment Advisors LLC | 19 | $2.93K | 0.00% | +19 | New |
| Johnson Financial Group, Inc. | 18 | $2.77K | 0.00% | −1,013−98.3% | Reduced |
| Lodestone Wealth Management LLC | 18 | $2.77K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 17 | $2.62K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 17 | $2.62K | 0.00% | +17 | New |
| Bruce G. Allen Investments, LLC | 16 | $2.47K | 0.00% | −122−88.4% | Reduced |
| Godfrey Financial Associates, Inc. | 16 | $2.47K | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 16 | $2.47K | 0.00% | +16 | New |
| Decker Retirement Planning Inc. | 14 | $2.16K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 13 | $2.06K | 0.00% | +13 | New |
| Newbridge Financial Services Group, Inc. | 13 | $2.03K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 13 | $2.00K | 0.00% | −7−35.0% | Reduced |
| Navigoe, LLC | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 12 | $2.00K | 0.00% | +11+1,100.0% | Added |
| MV Capital Management, Inc. | 12 | $1.85K | 0.00% | −20−62.5% | Reduced |
| Valued Wealth Advisors LLC | 12 | $1.85K | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 12 | $1.85K | 0.00% | −27−69.2% | Reduced |
| Elevated Capital Advisors, LLC | 12 | $1.85K | 0.00% | 00.0% | Unchanged |
| Marshall Investment Management, LLC | 12 | $1.85K | 0.00% | +12 | New |
| HighMark Wealth Management LLC | 11 | $1.71K | 0.00% | −5−31.3% | Reduced |
| St Germain D J Co Inc | 11 | $1.70K | 0.00% | 00.0% | Unchanged |
| Southern Michigan Bank & Trust | 11 | $1.70K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 10 | $1.54K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 10 | $1.54K | 0.00% | +10 | New |
| GHP Investment Advisors, Inc. | 9 | $1.39K | 0.00% | 00.0% | Unchanged |