| Roxbury Financial LLC | 147 | $18.5K | 0.02% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 145 | $18.2K | 0.01% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 144 | $18.1K | 0.00% | +144 | New |
| LGT Financial Advisors LLC | 139 | $17.5K | 0.09% | 00.0% | Unchanged |
| Torren Management, LLC | 136 | $17.1K | 0.01% | −17−11.1% | Reduced |
| Strive Financial Group ,LLC | 134 | $17.0K | 0.01% | +134 | New |
| Farmers & Merchants Investments Inc | 135 | $17.0K | 0.00% | +5+3.8% | Added |
| Keating Financial Advisory Services, Inc. | 125 | $15.7K | 0.00% | +5+4.2% | Added |
| Fortitude Family Office, LLC | 124 | $15.6K | 0.00% | +65+110.2% | Added |
| Richard W. Paul & Associates, LLC | 122 | $15.3K | 0.01% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 156 | $15.3K | 0.01% | −51−24.6% | Reduced |
| Copia Wealth Management | 119 | $15.0K | 0.01% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 117 | $14.7K | 0.01% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 116 | $14.6K | 0.00% | −5−4.1% | Reduced |
| Raiffeisen Bank International AG | 120 | $14.5K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 74 | $14.5K | 0.00% | +31+72.1% | Added |
| Owl Creek Wealth Partners LLC | 105 | $13.2K | 0.00% | +105 | New |
| Smithfield Trust Co | 110 | $13.0K | 0.00% | 00.0% | Unchanged |
| Glynn Capital Management LLC | 102 | $12.8K | 0.01% | +102 | New |
| Brown Brothers Harriman & Co | 100 | $12.6K | 0.00% | −25−20.0% | Reduced |
| Harbor Investment Advisory, LLC | 100 | $12.6K | 0.00% | −1,400−93.3% | Reduced |
| Kozak & Associates, Inc. | 100 | $12.4K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 97 | $12.2K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 93 | $11.7K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 92 | $11.6K | 0.00% | +2+2.2% | Added |
| Sapience Investments, LLC | 88 | $11.1K | 1.43% | −4,661−98.1% | Reduced |
| Bullock Wealth Management Group | 82 | $10.7K | 0.01% | −82−50.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 80 | $10.1K | 0.00% | +10+14.3% | Added |
| McGuire Capital Advisors Inc | 79 | $9.94K | 0.01% | −4−4.8% | Reduced |
| Sound Income Strategies, LLC | 75 | $9.79K | 0.00% | 00.0% | Unchanged |
| Fideuram Asset Management (Ireland) dac | 72 | $9.68K | 0.00% | −70−49.3% | Reduced |
| WPG Advisers, LLC | 69 | $8.68K | 0.01% | +12+21.1% | Added |
| Rothschild Investment LLC | 67 | $8.38K | 0.00% | +10+17.5% | Added |
| Wilkerson Advisory Group LLC | 61 | $7.67K | 0.00% | −52−46.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 54 | $7.10K | 0.00% | +23+74.2% | Added |
| Avion Wealth | 56 | $7.00K | 0.00% | +5+9.8% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 50 | $6.32K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 50 | $6.29K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 50 | $6.29K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 49 | $6.17K | 0.00% | −588−92.3% | Reduced |
| Sachetta, LLC | 48 | $6.04K | 0.00% | +5+11.6% | Added |
| JPL Wealth Management, LLC | 48 | $6.04K | 0.00% | +48 | New |
| Hazlett, Burt & Watson, Inc. | 50 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 47 | $5.91K | 0.00% | +26+123.8% | Added |
| Golden State Wealth Management, LLC | 45 | $5.66K | 0.00% | −30−40.0% | Reduced |
| Manchester Capital Management LLC | 42 | $5.29K | 0.00% | −17−28.8% | Reduced |
| Clearstead Advisors, LLC | 40 | $5.03K | 0.00% | −478−92.3% | Reduced |
| Tradewinds Capital Management, LLC | 40 | $5.03K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 39 | $4.91K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 39 | $4.88K | 0.00% | +5+14.7% | Added |
| Hurley Capital, LLC | 38 | $4.78K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 36 | $4.71K | 0.00% | 00.0% | Unchanged |
| Vanguard National Trust Co | 37 | $4.66K | 0.00% | +37 | New |
| Highline Wealth Partners LLC | 35 | $4.40K | 0.00% | +2+6.1% | Added |
| Spire Wealth Management | 34 | $4.28K | 0.00% | −10−22.7% | Reduced |
| Evolution Wealth Management Inc. | 34 | $4.28K | 0.00% | +34 | New |
| Chilton Capital Management LLC | 33 | $4.15K | 0.00% | +33 | New |
| Whittier Trust Co | 31 | $4.08K | 0.00% | +31 | New |
| AdvisorNet Financial, Inc | 32 | $4.03K | 0.00% | +1+3.2% | Added |
| Ogorek Anthony Joseph | 32 | $4.00K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 31 | $3.90K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 30 | $3.77K | 0.00% | −1−3.2% | Reduced |
| Fairscale Capital, LLC | 29 | $3.65K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 27 | $3.40K | 0.00% | −2−6.9% | Reduced |
| Cromwell Holdings LLC | 27 | $3.40K | 0.00% | +3+12.5% | Added |
| Cornerstone Financial Management LLC | 26 | $3.27K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 25 | $3.15K | 0.00% | +5+25.0% | Added |
| Hughes Financial Services, LLC | 25 | $3.15K | 0.00% | +6+31.6% | Added |
| Bogart Wealth, LLC | 25 | $3.15K | 0.00% | +10+66.7% | Added |
| Bay Harbor Wealth Management, LLC | 25 | $3.15K | 0.00% | +7+38.9% | Added |
| Raffa Wealth Management, LLC | 24 | $3.02K | 0.00% | +3+14.3% | Added |
| Synergy Investment Management, LLC | 24 | $3.02K | 0.00% | +24 | New |
| Addison Advisors LLC | 23 | $2.90K | 0.00% | +15+187.5% | Added |
| City Holding Co | 23 | $2.89K | 0.00% | +8+53.3% | Added |
| Groupe la Francaise | 25 | $2.84K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 22 | $2.77K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 21 | $2.64K | 0.00% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 20 | $2.52K | 0.00% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 20 | $2.52K | 0.00% | +20 | New |
| Lloyd Advisory Services, LLC. | 20 | $2.52K | 0.00% | +20 | New |
| Rialto Wealth Management, LLC | 19 | $2.39K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 18 | $2.20K | 0.00% | +18 | New |
| Vision Retirement, LLC | 16 | $2.01K | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 10 | $1.93K | 0.00% | +10 | New |
| MB, Levis & Associates, LLC | 15 | $1.89K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 14 | $1.76K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 14 | $1.76K | 0.00% | −6−30.0% | Reduced |
| First Command Advisory Services, Inc. | 14 | $1.76K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 14 | $1.76K | 0.00% | 00.0% | Unchanged |
| Wall Street Financial Group, Inc. | 13 | $1.64K | 0.00% | +13 | New |
| Hilton Head Capital Partners, LLC | 12 | $1.51K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 10 | $1.26K | 0.00% | −6−37.5% | Reduced |
| Vermillion Wealth Management, Inc. | 10 | $1.26K | 0.00% | +10 | New |
| Flagship Wealth Advisors, LLC | 10 | $1.24K | 0.00% | −200−95.2% | Reduced |
| First Pacific Financial | 9 | $1.13K | 0.00% | +9 | New |
| Maseco LLP | 9 | $1.13K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 8 | $1.01K | 0.00% | −101−92.7% | Reduced |
| Geneos Wealth Management Inc. | 8 | $1.01K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 8 | $1.01K | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
