| True Wealth Design, LLC | 170 | $45.4K | 0.01% | +25+17.2% | Added |
| Ameritas Advisory Services, LLC | 170 | $45.3K | 0.00% | +170 | New |
| Dorato Capital Management | 180 | $45.3K | 0.03% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 160 | $42.8K | 0.01% | 00.0% | Unchanged |
| American National Bank | 159 | $42.5K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 158 | $42.2K | 0.00% | +39+32.8% | Added |
| Measured Wealth Private Client Group, LLC | 156 | $41.7K | 0.01% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 150 | $40.1K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 149 | $39.8K | 0.00% | +24+19.2% | Added |
| Central Trust Co | 146 | $39.0K | 0.00% | +27+22.7% | Added |
| Compass Financial Management LLC | 144 | $38.3K | 0.00% | +144 | New |
| Harbour Investments, Inc. | 134 | $35.7K | 0.00% | +10+8.1% | Added |
| V-Square Quantitative Management LLC | 132 | $35.3K | 0.00% | +132 | New |
| CVA Family Office, LLC | 130 | $34.8K | 0.00% | +26+25.0% | Added |
| Abound Wealth Management | 128 | $34.2K | 0.01% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 112 | $29.9K | 0.02% | +7+6.7% | Added |
| Basecamp Wealth Advisors LLC | 111 | $29.7K | 0.01% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 109 | $28.3K | 0.00% | +109 | New |
| Bell Investment Advisors, Inc | 101 | $27.0K | 0.00% | +2+2.0% | Added |
| Costello Asset Management, INC | 100 | $26.7K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 96 | $25.7K | 0.00% | 00.0% | Unchanged |
| First National Bank | 90 | $24.1K | 0.01% | +90 | New |
| MCF Advisors LLC | 85 | $22.7K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 81 | $22.0K | 0.01% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 82 | $21.9K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 80 | $21.4K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 77 | $21.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 79 | $21.0K | 0.01% | +16+25.4% | Added |
| Torren Management, LLC | 76 | $20.3K | 0.01% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 74 | $19.8K | 0.02% | −17−18.7% | Reduced |
| BOK Financial Private Wealth, Inc. | 72 | $19.2K | 0.00% | +72 | New |
| Fortitude Family Office, LLC | 72 | $19.2K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 69 | $18.4K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 69 | $18.4K | 0.00% | +69 | New |
| JFS Wealth Advisors, LLC | 68 | $18.2K | 0.00% | +2+3.0% | Added |
| Plante Moran Financial Advisors, LLC | 67 | $17.9K | 0.00% | −65−49.2% | Reduced |
| Quest 10 Wealth Builders, Inc. | 62 | $16.6K | 0.01% | −14−18.4% | Reduced |
| Farmers & Merchants Investments Inc | 62 | $16.6K | 0.00% | +2+3.3% | Added |
| Keating Financial Advisory Services, Inc. | 61 | $16.3K | 0.00% | +3+5.2% | Added |
| Elequin Capital LP | 60 | $16.0K | 0.00% | +60 | New |
| Larson Financial Group LLC | 58 | $15.5K | 0.00% | +1+1.8% | Added |
| Montgomery Financial Services LLC | 58 | $15.5K | 0.01% | +58 | New |
| Smithfield Trust Co | 55 | $15.0K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 56 | $15.0K | 0.01% | −159−74.0% | Reduced |
| St Germain D J Co Inc | 56 | $15.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 56 | $15.0K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 54 | $14.4K | 0.00% | −65−54.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 59 | $13.9K | 0.00% | +1+1.7% | Added |
| JPL Wealth Management, LLC | 48 | $12.8K | 0.00% | −3−5.9% | Reduced |
| First Pacific Financial | 48 | $12.8K | 0.00% | +48 | New |
| Glen Eagle Advisors, LLC | 48 | $12.8K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 47 | $12.7K | 0.00% | +16+51.6% | Added |
| Clearstead Advisors, LLC | 41 | $11.0K | 0.00% | +23+127.8% | Added |
| Atlantic Trust, LLC | 41 | $11.0K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 40 | $10.7K | 0.00% | 00.0% | Unchanged |
| IFG Advisory, LLC | 38 | $10.2K | 0.00% | +38 | New |
| Solstein Capital, LLC | 38 | $10.2K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 34 | $9.14K | 0.05% | −4−10.5% | Reduced |
| Owl Creek Wealth Partners LLC | 34 | $9.09K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 34 | $9.09K | 0.00% | +34 | New |
| Allied Private Wealth LLC | 36 | $8.84K | 0.01% | +36 | New |
| Rossby Financial, LCC | 31 | $8.29K | 0.00% | +23+287.5% | Added |
| High Note Wealth, LLC | 29 | $7.75K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 29 | $7.75K | 0.00% | +6+26.1% | Added |
| Networth Advisors, LLC | 28 | $7.49K | 0.00% | −10−26.3% | Reduced |
| Bare Financial Services, Inc | 27 | $7.22K | 0.00% | +22+440.0% | Added |
| Fairman Group, LLC | 26 | $6.95K | 0.01% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 26 | $6.95K | 0.00% | +26 | New |
| Vanguard National Trust Co | 26 | $6.95K | 0.00% | +26 | New |
| Cedar Mountain Advisors, LLC | 25 | $6.68K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 25 | $6.68K | 0.00% | +8+47.1% | Added |
| Wall Street Access Asset Management, LLC | 25 | $6.68K | 0.00% | +25 | New |
| WealthCollab, LLC | 24 | $6.42K | 0.00% | 00.0% | Unchanged |
| Key Capital Management, INC | 24 | $6.42K | 0.00% | −4−14.3% | Reduced |
| J.Safra Asset Management Corp | 24 | $6.42K | 0.00% | +24 | New |
| RMG Wealth Management LLC | 25 | $6.38K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 24 | $6.27K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 23 | $6.00K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 23 | $5.91K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 22 | $5.88K | 0.00% | +10+83.3% | Added |
| Brown, Lisle/Cummings, Inc. | 20 | $5.35K | 0.00% | +4+25.0% | Added |
| Bay Harbor Wealth Management, LLC | 20 | $5.35K | 0.00% | +5+33.3% | Added |
| Silver Grove Financial Group, Inc. | 20 | $5.35K | 0.00% | +20 | New |
| UMA Financial Services, Inc. | 19 | $5.08K | 0.00% | +5+35.7% | Added |
| Central Pacific Bank - Trust Division | 19 | $5.08K | 0.00% | +19 | New |
| Optiver Holding B.V. | 18 | $4.81K | 0.00% | +18 | New |
| DiNuzzo Private Wealth, Inc. | 17 | $4.54K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 17 | $4.54K | 0.00% | +12+240.0% | Added |
| Private Wealth Management Group, LLC | 15 | $4.01K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 15 | $4.01K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 15 | $4.01K | 0.00% | +3+25.0% | Added |
| Pinnacle Bancorp, Inc. | 14 | $3.74K | 0.00% | −20−58.8% | Reduced |
| North Star Investment Management Corp. | 14 | $3.74K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 14 | $3.74K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 14 | $3.74K | 0.00% | +7+100.0% | Added |
| TD Private Client Wealth LLC | 14 | $3.74K | 0.00% | +8+133.3% | Added |
| Raffa Wealth Management, LLC | 13 | $3.48K | 0.00% | +6+85.7% | Added |
| Prestige Wealth Management Group LLC | 12 | $3.21K | 0.00% | +9+300.0% | Added |
| Delta Asset Management LLC | 12 | $3.21K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 12 | $3.21K | 0.00% | 00.0% | Unchanged |