| Disciplina Capital Management LLC | 228 | $39.8K | 0.01% | +1+0.4% | Added |
| Strategic Investment Solutions, Inc. | 220 | $38.3K | 0.01% | +1+0.5% | Added |
| GW&K Investment Management, LLC | 211 | $37.0K | 0.00% | −9−4.1% | Reduced |
| Copia Wealth Management | 205 | $35.7K | 0.03% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 201 | $35.0K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 200 | $34.8K | 0.00% | −440−68.8% | Reduced |
| DT Investment Partners, LLC | 195 | $33.9K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 187 | $32.6K | 0.01% | 00.0% | Unchanged |
| Alerus Financial NA | 186 | $32.4K | 0.00% | +186 | New |
| Deseret Mutual Benefit Administrators | 154 | $26.8K | 0.01% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 151 | $26.3K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 148 | $25.8K | 0.01% | +10+7.2% | Added |
| Chesapeake Asset Management LLC | 144 | $25.1K | 0.02% | 00.0% | Unchanged |
| Rise Advisors, LLC | 138 | $24.1K | 0.01% | −3−2.1% | Reduced |
| Essential Partners LLC | 137 | $23.8K | 0.01% | +137 | New |
| Geneos Wealth Management Inc. | 126 | $21.9K | 0.00% | −3−2.3% | Reduced |
| Private Wealth Asset Management, LLC | 124 | $21.6K | 0.00% | −13−9.5% | Reduced |
| Darwin Advisors, LLC | 121 | $21.2K | 0.01% | +1+0.8% | Added |
| Covestor Ltd | 121 | $21.0K | 0.01% | +1+0.8% | Added |
| JFS Wealth Advisors, LLC | 119 | $20.7K | 0.00% | −3−2.5% | Reduced |
| Cornerstone Planning Group LLC | 126 | $20.6K | 0.00% | −3−2.3% | Reduced |
| Ogorek Anthony Joseph | 118 | $20.0K | 0.01% | −58−33.0% | Reduced |
| Quest 10 Wealth Builders, Inc. | 114 | $19.8K | 0.02% | +114 | New |
| Park Square Financial Group, LLC | 110 | $19.1K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 108 | $18.8K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 104 | $18.0K | 0.00% | +99+1,980.0% | Added |
| NewSquare Capital LLC | 103 | $17.9K | 0.00% | +26+33.8% | Added |
| CVA Family Office, LLC | 94 | $16.4K | 0.00% | −63−40.1% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 96 | $16.2K | 0.01% | +96 | New |
| AdvisorNet Financial, Inc | 91 | $15.8K | 0.00% | −4−4.2% | Reduced |
| Valued Wealth Advisors LLC | 88 | $15.4K | 0.01% | −30−25.4% | Reduced |
| Cary Street Partners Financial LLC | 88 | $15.3K | 0.00% | −7−7.4% | Reduced |
| Aster Capital Management (DIFC) Ltd | 86 | $15.0K | 0.00% | −722−89.4% | Reduced |
| Bank of Jackson Hole Trust | 80 | $13.9K | 0.01% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 74 | $12.9K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 70 | $12.2K | 0.00% | +70 | New |
| Sierra Ocean, LLC | 66 | $11.5K | 0.01% | +1+1.5% | Added |
| Fortitude Family Office, LLC | 65 | $11.3K | 0.00% | −2−3.0% | Reduced |
| Avondale Wealth Management | 62 | $10.8K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 62 | $10.8K | 0.00% | +33+113.8% | Added |
| Atlas Capital Advisors LLC | 59 | $10.3K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 52 | $9.05K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 51 | $8.88K | 0.00% | 00.0% | Unchanged |
| City State Bank | 51 | $8.88K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 50 | $8.70K | 0.01% | −21−29.6% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 50 | $8.70K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 48 | $8.36K | 0.00% | −4−7.7% | Reduced |
| Howard Hughes Medical Institute | 47 | $8.18K | 0.00% | +47 | New |
| Avion Wealth | 48 | $8.00K | 0.00% | +7+17.1% | Added |
| Rakuten Securities, Inc. | 45 | $7.83K | 0.00% | +45 | New |
| CBIZ Investment Advisory Services, LLC | 44 | $7.66K | 0.00% | +33+300.0% | Added |
| Dunhill Financial, LLC | 43 | $7.50K | 0.00% | +1+2.4% | Added |
| Sound Income Strategies, LLC | 43 | $7.49K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 42 | $7.31K | 0.00% | +42 | New |
| Aspect Partners, LLC | 40 | $6.96K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 36 | $6.27K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 36 | $6.27K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 34 | $5.92K | 0.00% | +9+36.0% | Added |
| WPG Advisers, LLC | 33 | $5.75K | 0.00% | −6−15.4% | Reduced |
| ORG Partners LLC | 33 | $5.67K | 0.00% | +10+43.5% | Added |
| Abound Wealth Management | 29 | $5.13K | 0.00% | −1−3.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 29 | $5.05K | 0.00% | −1−3.3% | Reduced |
| Creekmur Asset Management LLC | 24 | $4.22K | 0.00% | −3,067−99.2% | Reduced |
| Albion Financial Group | 22 | $3.83K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 22 | $3.83K | 0.00% | +22 | New |
| Caitong International Asset Management Co., Ltd | 22 | $3.83K | 0.00% | +22 | New |
| Financial Management Professionals, Inc. | 19 | $3.31K | 0.00% | −20−51.3% | Reduced |
| Heritage Wealth Advisors | 19 | $3.31K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 18 | $3.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 16 | $2.79K | 0.00% | −11−40.7% | Reduced |
| ORG Wealth Partners, LLC | 15 | $2.58K | 0.00% | +15 | New |
| True Wealth Design, LLC | 14 | $2.44K | 0.00% | −37−72.5% | Reduced |
| HHM Wealth Advisors, LLC | 13 | $2.26K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 13 | $2.26K | 0.00% | +2+18.2% | Added |
| Highline Wealth Partners LLC | 13 | $2.26K | 0.00% | −10−43.5% | Reduced |
| Clark Wealth Partners | 12 | $2.09K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 12 | $2.09K | 0.00% | +5+71.4% | Added |
| Oakworth Capital, Inc. | 11 | $1.92K | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 11 | $1.92K | 0.00% | +5+83.3% | Added |
| 1620 Investment Advisors, Inc. | 9 | $1.67K | 0.00% | −1−10.0% | Reduced |
| Activest Wealth Management | 9 | $1.57K | 0.00% | −4−30.8% | Reduced |
| Principia Wealth Advisory, LLC | 9 | $1.57K | 0.00% | −5−35.7% | Reduced |
| Stephens Consulting, LLC | 9 | $1.57K | 0.00% | +9 | New |
| Atlantic Trust, LLC | 8 | $1.39K | 0.00% | −63−88.7% | Reduced |
| N.E.W. Advisory Services LLC | 8 | $1.39K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 8 | $1.39K | 0.00% | +4+100.0% | Added |
| Signature Resources Capital Management, LLC | 8 | $1.39K | 0.00% | +8 | New |
| Colonial Trust Co | 7 | $1.22K | 0.00% | −1−12.5% | Reduced |
| Whipplewood Advisors, LLC | 7 | $1.22K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 7 | $1.22K | 0.00% | +7 | New |
| Riggs Asset Managment Co. Inc. | 6 | $1.04K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 6 | $1.04K | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 3 | $1.00K | 0.00% | +3 | New |
| Garde Capital, Inc. | 5 | $871 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 5 | $871 | 0.00% | +5 | New |
| Bruce G. Allen Investments, LLC | 5 | $870 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 4 | $697 | 0.00% | +4 | New |
| First Command Advisory Services, Inc. | 4 | $696 | 0.00% | −7−63.6% | Reduced |
| Tidemark, LLC | 4 | $696 | 0.00% | 00.0% | Unchanged |
