| True Wealth Design, LLC | 167 | $19.6K | 0.01% | +142+568.0% | Added |
| Creative Financial Designs Inc | 161 | $18.9K | 0.00% | +61+61.0% | Added |
| Kiker Wealth Management, LLC | 160 | $18.8K | 0.01% | +160 | New |
| AllSquare Wealth Management LLC | 150 | $17.6K | 0.01% | 00.0% | Unchanged |
| Banque Transatlantique SA | 148 | $17.4K | 0.00% | +48+48.0% | Added |
| HighMark Wealth Management LLC | 143 | $16.8K | 0.01% | +143 | New |
| New Millennium Group LLC | 143 | $16.8K | 0.01% | −15−9.5% | Reduced |
| LRI Investments, LLC | 140 | $16.4K | 0.00% | +140 | New |
| Capital Advisors, Ltd. LLC | 137 | $16.0K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 136 | $16.0K | 0.00% | −26−16.0% | Reduced |
| Saudi Central Bank | 134 | $15.7K | 0.08% | +134 | New |
| Quent Capital, LLC | 133 | $15.6K | 0.00% | +18+15.7% | Added |
| UMA Financial Services, Inc. | 132 | $15.5K | 0.00% | +124+1,550.0% | Added |
| Bell Investment Advisors, Inc | 131 | $15.4K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 129 | $15.2K | 0.00% | +108+514.3% | Added |
| Bruce G. Allen Investments, LLC | 125 | $14.7K | 0.01% | −22−15.0% | Reduced |
| Global Trust Asset Management, LLC | 125 | $14.7K | 0.01% | +125 | New |
| Investment Management Corp | 124 | $14.6K | 0.01% | +124 | New |
| Cherry Tree Wealth Management, LLC | 120 | $14.1K | 0.00% | −93−43.7% | Reduced |
| Putney Financial Group LLC | 119 | $14.0K | 0.01% | +30+33.7% | Added |
| Stone House Investment Management, LLC | 112 | $13.2K | 0.00% | +112 | New |
| MV Capital Management, Inc. | 106 | $12.4K | 0.00% | −9−7.8% | Reduced |
| Sierra Ocean, LLC | 104 | $12.2K | 0.01% | +2+2.0% | Added |
| Brown, Lisle/Cummings, Inc. | 102 | $12.0K | 0.00% | +2+2.0% | Added |
| Tortoise Investment Management, LLC | 100 | $11.8K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 100 | $11.7K | 0.00% | +100 | New |
| BFSG, LLC | 95 | $11.2K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 93 | $10.9K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 78 | $9.16K | 0.01% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 76 | $8.96K | 0.00% | +2+2.7% | Added |
| Valued Wealth Advisors LLC | 75 | $8.83K | 0.01% | +8+11.9% | Added |
| Activest Wealth Management | 72 | $8.46K | 0.00% | +71+7,100.0% | Added |
| Johnson Financial Group, Inc. | 62 | $7.28K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 60 | $7.05K | 0.00% | +40+200.0% | Added |
| Cornerstone Planning Group LLC | 58 | $7.01K | 0.00% | +22+61.1% | Added |
| Capital Analysts, LLC | 58 | $7.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 58 | $6.81K | 0.00% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 58 | $6.81K | 0.00% | +58 | New |
| South State Corp. | 58 | $6.77K | 0.00% | +58 | New |
| Financial Network Wealth Advisors LLC | 57 | $6.69K | 0.01% | +57 | New |
| Sachetta, LLC | 56 | $6.58K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 54 | $6.35K | 0.00% | +54 | New |
| Avion Wealth | 44 | $6.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 52 | $6.00K | 0.00% | +52 | New |
| Studio Investment Management LLC | 50 | $5.87K | 0.00% | 00.0% | Unchanged |
| City State Bank | 50 | $5.87K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 49 | $5.75K | 0.00% | −29−37.2% | Reduced |
| Core Alternative Capital | 49 | $5.75K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 48 | $5.64K | 0.01% | +48 | New |
| Abound Wealth Management | 46 | $5.40K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 44 | $5.17K | 0.00% | +2+4.8% | Added |
| Kennebec Savings Bank | 44 | $5.17K | 0.01% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 41 | $5.00K | 0.00% | +41 | New |
| Marshall & Sterling Wealth Advisors Inc. | 41 | $4.82K | 0.00% | +41 | New |
| Atlantic Trust, LLC | 39 | $4.58K | 0.00% | +39 | New |
| Bogart Wealth, LLC | 39 | $4.58K | 0.00% | −8−17.0% | Reduced |
| Washington Trust Advisors, Inc. | 38 | $4.50K | 0.00% | −3−7.3% | Reduced |
| Fairway Wealth LLC | 37 | $4.34K | 0.00% | +37 | New |
| Legacy Wealth Managment, LLC | 36 | $4.23K | 0.00% | +2+5.9% | Added |
| West Oak Capital, LLC | 35 | $4.10K | 0.00% | 00.0% | Unchanged |
| Clal Insurance Enterprises Holdings Ltd | 34 | $4.00K | 0.00% | +34 | New |
| Trivant Custom Portfolio Group, LLC | 30 | $3.55K | 0.00% | −1−3.2% | Reduced |
| Clear Investment Research, LLC | 28 | $3.29K | 0.00% | +19+211.1% | Added |
| HFM Investment Advisors, LLC | 28 | $3.29K | 0.00% | +28 | New |
| City Holding Co | 28 | $3.29K | 0.00% | +8+40.0% | Added |
| Medallion Wealth Advisors, LLC | 26 | $3.18K | 0.00% | +26 | New |
| Prestige Wealth Management Group LLC | 27 | $3.17K | 0.00% | −8−22.9% | Reduced |
| Highline Wealth Partners LLC | 27 | $3.17K | 0.00% | +10+58.8% | Added |
| GoalVest Advisory LLC | 27 | $3.17K | 0.00% | +27 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 25 | $2.96K | 0.00% | −11−30.6% | Reduced |
| Barrett & Company, Inc. | 25 | $2.94K | 0.00% | +25 | New |
| Truvestments Capital LLC | 25 | $2.94K | 0.00% | +25 | New |
| Binnacle Investments Inc | 25 | $2.94K | 0.00% | +25 | New |
| Golden State Wealth Management, LLC | 23 | $2.70K | 0.00% | +8+53.3% | Added |
| S&T Bank | 20 | $2.35K | 0.00% | +20 | New |
| SWAN Capital LLC | 20 | $2.35K | 0.00% | +20 | New |
| Ogorek Anthony Joseph | 19 | $2.00K | 0.00% | +19 | New |
| PayPay Securities Corp | 16 | $1.97K | 0.11% | +2+14.3% | Added |
| Private Wealth Management Group, LLC | 16 | $1.88K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 16 | $1.88K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 15 | $1.76K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 14 | $1.65K | 0.00% | +14 | New |
| Key Financial Inc | 12 | $1.41K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 12 | $1.41K | 0.00% | +9+300.0% | Added |
| Bay Harbor Wealth Management, LLC | 12 | $1.41K | 0.00% | +12 | New |
| Bullock Wealth Management Group | 10 | $1.23K | 0.00% | +10 | New |
| Berkshire Capital Holdings Inc | 10 | $1.17K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 9 | $1.06K | 0.00% | +9 | New |
| USA Financial Portformulas Corp | 9 | $1.06K | 0.00% | −5,472−99.8% | Reduced |
| Millstone Evans Group, LLC | 9 | $1.06K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 9 | $1.06K | 0.00% | +9 | New |
| TSFG, LLC | 9 | $1.00K | 0.00% | +9 | New |
| Principia Wealth Advisory, LLC | 8 | $944 | 0.00% | −1−11.1% | Reduced |
| Colonial Trust Co | 8 | $940 | 0.00% | −68−89.5% | Reduced |
| Central Trust Co | 8 | $940 | 0.00% | −60−88.2% | Reduced |
| Raffa Wealth Management, LLC | 8 | $940 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 7 | $850 | 0.00% | +4+133.3% | Added |
| TFC Financial Management | 7 | $823 | 0.00% | −6−46.2% | Reduced |
| Sound Income Strategies, LLC | 7 | $822 | 0.00% | 00.0% | Unchanged |