| Glen Eagle Advisors, LLC | 75 | $10.4K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 73 | $10.2K | 0.00% | −18−19.8% | Reduced |
| J.Safra Asset Management Corp | 72 | $10.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 71 | $9.88K | 0.00% | +15+26.8% | Added |
| Vermillion Wealth Management, Inc. | 71 | $9.88K | 0.00% | −12−14.5% | Reduced |
| High Note Wealth, LLC | 71 | $9.88K | 0.00% | −12−14.5% | Reduced |
| Alerus Financial NA | 70 | $9.74K | 0.00% | 00.0% | Unchanged |
| First National Bank | 69 | $9.60K | 0.00% | +69 | New |
| Colonial Trust Co | 66 | $9.18K | 0.00% | −1,000−93.8% | Reduced |
| Covestor Ltd | 61 | $9.00K | 0.01% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 63 | $8.76K | 0.00% | +9+16.7% | Added |
| Triumph Capital Management | 62 | $8.68K | 0.00% | +14+29.2% | Added |
| DT Investment Partners, LLC | 62 | $8.62K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 62 | $8.62K | 0.00% | +2+3.3% | Added |
| LFA - Lugano Financial Advisors SA | 60 | $8.35K | 0.01% | +60 | New |
| Community Financial Services Group, LLC | 60 | $8.21K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 59 | $8.21K | 0.00% | −10−14.5% | Reduced |
| Private Wealth Asset Management, LLC | 59 | $8.21K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 56 | $7.75K | 0.00% | −13−18.8% | Reduced |
| Stone House Investment Management, LLC | 55 | $7.65K | 0.00% | +55 | New |
| Medallion Wealth Advisors, LLC | 53 | $7.51K | 0.00% | −814−93.9% | Reduced |
| Prosperity Bancshares Inc | 53 | $7.37K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 53 | $7.37K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 52 | $7.28K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 52 | $7.23K | 0.00% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 50 | $6.96K | 0.00% | −14,176−99.6% | Reduced |
| St Germain D J Co Inc | 50 | $6.96K | 0.00% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 50 | $6.96K | 0.00% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 50 | $6.96K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 46 | $6.40K | 0.00% | −40−46.5% | Reduced |
| Center for Financial Planning, Inc. | 45 | $6.26K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 43 | $5.97K | 0.00% | +43 | New |
| Tounjian Advisory Partners, LLC | 42 | $5.86K | 0.00% | +42 | New |
| SHP Wealth Management | 42 | $5.84K | 0.00% | −8−16.0% | Reduced |
| Central Pacific Bank - Trust Division | 42 | $5.84K | 0.00% | +1+2.4% | Added |
| Basepoint Wealth LLC | 42 | $5.81K | 0.00% | +1+2.4% | Added |
| Financial Consulate, Inc | 41 | $5.70K | 0.00% | +12+41.4% | Added |
| Nemes Rush Group LLC | 40 | $5.56K | 0.00% | −2−4.8% | Reduced |
| Richardson Financial Services Inc. | 40 | $5.56K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 40 | $5.56K | 0.00% | +5+14.3% | Added |
| HHM Wealth Advisors, LLC | 37 | $5.16K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 37 | $5.15K | 0.00% | −14−27.5% | Reduced |
| Murphy & Mullick Capital Management Corp | 37 | $5.15K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 36 | $5.01K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 36 | $5.00K | 0.00% | −27−42.9% | Reduced |
| Clear Street Markets LLC | 32 | $4.45K | 0.00% | +9+39.1% | Added |
| Cornerstone Financial Management LLC | 32 | $4.45K | 0.00% | +10+45.5% | Added |
| Principia Wealth Advisory, LLC | 31 | $4.31K | 0.00% | +14+82.4% | Added |
| Bell Investment Advisors, Inc | 30 | $4.17K | 0.00% | −2−6.3% | Reduced |
| Purpose Unlimited Inc. | 30 | $4.17K | 0.00% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 27 | $4.05K | 0.00% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 29 | $4.03K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 35 | $4.00K | 0.00% | −5−12.5% | Reduced |
| Coston, McIsaac & Partners | 35 | $4.00K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 28 | $3.90K | 0.00% | −146−83.9% | Reduced |
| Creative Capital Management Investments LLC | 28 | $3.90K | 0.00% | +28 | New |
| HighMark Wealth Management LLC | 27 | $3.76K | 0.00% | +25+1,250.0% | Added |
| Bay Harbor Wealth Management, LLC | 27 | $3.75K | 0.00% | +7+35.0% | Added |
| Colonial Trust Advisors | 26 | $3.65K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 26 | $3.62K | 0.00% | −9−25.7% | Reduced |
| Silver Grove Financial Group, Inc. | 26 | $3.62K | 0.00% | +10+62.5% | Added |
| Meeder Asset Management Inc | 26 | $3.62K | 0.00% | −98−79.0% | Reduced |
| IAG Wealth Partners, LLC | 25 | $3.48K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 24 | $3.34K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 21 | $2.92K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 21 | $2.92K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 21 | $2.92K | 0.00% | +4+23.5% | Added |
| LifeSteps Financial, Inc. | 21 | $2.92K | 0.00% | +21 | New |
| Pension & Wealth Management Advisors, Inc. | 20 | $2.80K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 20 | $2.78K | 0.00% | 00.0% | Unchanged |
| Monetary Solutions, Ltd | 20 | $2.78K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 18 | $2.54K | 0.00% | −101−84.9% | Reduced |
| First Command Advisory Services, Inc. | 18 | $2.50K | 0.00% | −1,361−98.7% | Reduced |
| Sawyer & Company, Inc | 18 | $2.50K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 18 | $2.50K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 16 | $2.23K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 15 | $2.15K | 0.00% | +15 | New |
| HFM Investment Advisors, LLC | 15 | $2.09K | 0.00% | +10+200.0% | Added |
| Planning Strategies Inc. | 14 | $1.95K | 0.00% | +14 | New |
| Silicon Valley Capital Partners | 13 | $1.83K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 13 | $1.81K | 0.00% | +13 | New |
| Motco | 13 | $1.81K | 0.00% | +3+30.0% | Added |
| Clark Wealth Partners | 13 | $1.79K | 0.00% | 00.0% | Unchanged |
| Harborfront Financial Group LLC | 13 | $1.77K | 0.01% | +13 | New |
| Mosley Wealth Management | 12 | $1.71K | 0.00% | +1+9.1% | Added |
| NBT Bank N A | 12 | $1.67K | 0.00% | −11−47.8% | Reduced |
| Hughes Financial Services, LLC | 12 | $1.67K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 12 | $1.67K | 0.00% | +12 | New |
| American Capital Advisory, LLC | 11 | $1.53K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 11 | $1.53K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 10 | $1.39K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 10 | $1.39K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 10 | $1.39K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 10 | $1.39K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 9 | $1.25K | 0.00% | +5+125.0% | Added |
| S&T Bank | 9 | $1.25K | 0.00% | +9 | New |
| Marshall Investment Management, LLC | 9 | $1.25K | 0.00% | +9 | New |
| Granite FO LLC | 8 | $1.11K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 8 | $1.11K | 0.00% | +1+14.3% | Added |
| TFC Financial Management | 8 | $1.11K | 0.00% | +4+100.0% | Added |