| Reyes Financial Architecture, Inc. | 290 | $12.5K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 289 | $12.4K | 0.00% | +92+46.7% | Added |
| Millstone Evans Group, LLC | 288 | $12.4K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 277 | $11.9K | 0.00% | −1,534−84.7% | Reduced |
| Smartleaf Asset Management LLC | 265 | $11.4K | 0.00% | −263−49.8% | Reduced |
| Bank & Trust Co | 253 | $10.9K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 244 | $10.5K | 0.00% | +40+19.6% | Added |
| Evolution Wealth Management Inc. | 236 | $10.2K | 0.01% | +236 | New |
| Quent Capital, LLC | 236 | $10.2K | 0.00% | −385−62.0% | Reduced |
| CX Institutional | 222 | $10.0K | 0.00% | −3,226−93.6% | Reduced |
| Wealth Preservation Advisors, LLC | 225 | $9.69K | 0.01% | +225 | New |
| Flagship Wealth Advisors, LLC | 200 | $9.62K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 218 | $9.39K | 0.01% | +113+107.6% | Added |
| 1620 Investment Advisors, Inc. | 212 | $9.13K | 0.01% | −40−15.9% | Reduced |
| Covestor Ltd | 224 | $9.00K | 0.01% | +223+22,300.0% | Added |
| Godfrey Financial Associates, Inc. | 204 | $8.79K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 204 | $8.79K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 204 | $8.75K | 0.00% | −1,283−86.3% | Reduced |
| Financial Consulate, Inc | 200 | $8.61K | 0.00% | −31−13.4% | Reduced |
| Sittner & Nelson, LLC | 200 | $8.61K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 200 | $8.61K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 200 | $8.61K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 193 | $8.31K | 0.00% | +178+1,186.7% | Added |
| AdvisorNet Financial, Inc | 185 | $7.97K | 0.00% | +141+320.5% | Added |
| CVA Family Office, LLC | 181 | $7.79K | 0.00% | +170+1,545.5% | Added |
| Delta Asset Management LLC | 175 | $7.54K | 0.00% | +75+75.0% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 168 | $7.24K | 0.00% | +2+1.2% | Added |
| Ares Financial Consulting, LLC | 162 | $6.95K | 0.01% | +100+161.3% | Added |
| Pinnacle Bancorp, Inc. | 161 | $6.93K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 157 | $6.76K | 0.00% | +157 | New |
| Golden State Wealth Management, LLC | 153 | $6.59K | 0.00% | +82+115.5% | Added |
| Founders Capital Management | 152 | $6.54K | 0.00% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 150 | $6.46K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 148 | $6.36K | 0.00% | −15−9.2% | Reduced |
| Measured Wealth Private Client Group, LLC | 144 | $6.20K | 0.00% | −28−16.3% | Reduced |
| True Link Financial Advisors, LLC | 142 | $6.12K | 0.00% | +142 | New |
| Fortitude Family Office, LLC | 140 | $6.03K | 0.00% | −4−2.8% | Reduced |
| Geneos Wealth Management Inc. | 127 | $5.47K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 123 | $5.30K | 0.00% | +23+23.0% | Added |
| Clearstead Advisors, LLC | 121 | $5.21K | 0.00% | −538−81.6% | Reduced |
| Transamerica Financial Advisors, Inc. | 120 | $5.20K | 0.00% | −8−6.3% | Reduced |
| Farmers & Merchants Investments Inc | 105 | $4.52K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 110 | $4.48K | 0.00% | +36+48.6% | Added |
| MCF Advisors LLC | 101 | $4.35K | 0.00% | 00.0% | Unchanged |
| City State Bank | 100 | $4.31K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 95 | $4.09K | 0.00% | −1,870−95.2% | Reduced |
| JFS Wealth Advisors, LLC | 95 | $4.09K | 0.00% | −10−9.5% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 92 | $3.96K | 0.00% | +30+48.4% | Added |
| North Star Investment Management Corp. | 90 | $3.88K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 88 | $3.79K | 0.00% | −166−65.4% | Reduced |
| Keating Financial Advisory Services, Inc. | 84 | $3.62K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 79 | $3.40K | 0.00% | −225−74.0% | Reduced |
| First Horizon Corp | 79 | $3.40K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 77 | $3.32K | 0.00% | +8+11.6% | Added |
| Vermillion Wealth Management, Inc. | 75 | $3.25K | 0.00% | +12+19.0% | Added |
| Rossby Financial, LCC | 74 | $3.17K | 0.00% | +74 | New |
| Kilter Group LLC | 72 | $3.10K | 0.00% | +46+176.9% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 70 | $3.02K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 70 | $3.01K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 65 | $2.89K | 0.00% | −1,440−95.7% | Reduced |
| Operose Advisors LLC | 66 | $2.84K | 0.00% | +66 | New |
| Essential Partners LLC | 61 | $2.63K | 0.00% | +61 | New |
| Caldwell Sutter Capital, Inc. | 60 | $2.58K | 0.00% | 00.0% | Unchanged |
| Key Capital Management, INC | 58 | $2.50K | 0.00% | +58 | New |
| Tidemark, LLC | 56 | $2.41K | 0.00% | +56 | New |
| Johnson Financial Group, Inc. | 52 | $2.24K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 52 | $2.24K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 52 | $2.22K | 0.00% | −197−79.1% | Reduced |
| Central Trust Co | 51 | $2.20K | 0.00% | −4−7.3% | Reduced |
| CoreCap Advisors, LLC | 51 | $2.20K | 0.00% | −4−7.3% | Reduced |
| MidFirst Bank | 47 | $2.02K | 0.00% | +47 | New |
| GW&K Investment Management, LLC | 56 | $2.00K | 0.00% | −147−72.4% | Reduced |
| Avion Wealth | 49 | $2.00K | 0.00% | −66−57.4% | Reduced |
| Strive Financial Group ,LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 46 | $1.98K | 0.00% | +4+9.5% | Added |
| Creative Financial Designs Inc | 45 | $1.94K | 0.00% | 00.0% | Unchanged |
| Meramec Financial Planners, LLC | 43 | $1.91K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 44 | $1.90K | 0.00% | −301−87.2% | Reduced |
| Basecamp Wealth Advisors LLC | 38 | $1.64K | 0.00% | +12+46.2% | Added |
| Sunbelt Securities, Inc. | 38 | $1.64K | 0.00% | +38 | New |
| DiNuzzo Private Wealth, Inc. | 37 | $1.59K | 0.00% | +7+23.3% | Added |
| Thompson Investment Management, Inc. | 36 | $1.54K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 35 | $1.51K | 0.00% | −35−50.0% | Reduced |
| Hughes Financial Services, LLC | 35 | $1.51K | 0.00% | −12−25.5% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 33 | $1.42K | 0.00% | +33 | New |
| Manchester Capital Management LLC | 32 | $1.38K | 0.00% | −1,502−97.9% | Reduced |
| Synergy Investment Management, LLC | 31 | $1.33K | 0.00% | +31 | New |
| Intentional Wealth Strategies, LLC | 31 | $1.33K | 0.00% | +31 | New |
| Owl Creek Wealth Partners LLC | 31 | $1.33K | 0.00% | +31 | New |
| Anfield Capital Management, LLC | 30 | $1.29K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 30 | $1.29K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 30 | $1.29K | 0.00% | +30 | New |
| Bay Harbor Wealth Management, LLC | 27 | $1.16K | 0.00% | +11+68.8% | Added |
| Bogart Wealth, LLC | 22 | $947 | 0.00% | −11−33.3% | Reduced |
| Picton Mahoney Asset Management | 21 | $904 | 0.00% | −75,046−100.0% | Reduced |
| Whipplewood Advisors, LLC | 21 | $904 | 0.00% | +21 | New |
| Smallwood Wealth Investment Management, LLC | 20 | $861 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 18 | $775 | 0.00% | +18 | New |
| Cornerstone Financial Management LLC | 16 | $689 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 16 | $689 | 0.00% | +14+700.0% | Added |
