| CKW Financial Group | 45 | $9.00K | 0.00% | −1−2.2% | Reduced |
| Prestige Wealth Management Group LLC | 42 | $8.79K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 40 | $8.37K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 40 | $8.37K | 0.00% | +40 | New |
| TD Capital Management LLC | 40 | $8.30K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 39 | $8.16K | 0.01% | +28+254.5% | Added |
| Hollencrest Capital Management | 38 | $7.96K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 38 | $7.96K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 37 | $7.75K | 0.00% | +6+19.4% | Added |
| Sierra Ocean, LLC | 36 | $7.54K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 36 | $7.54K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 36 | $7.54K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 36 | $7.54K | 0.00% | +15+71.4% | Added |
| Howard Hughes Medical Institute | 36 | $7.54K | 0.00% | +36 | New |
| TFC Financial Management | 35 | $7.33K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 35 | $7.33K | 0.00% | −1−2.8% | Reduced |
| Salomon & Ludwin, LLC | 34 | $7.27K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 34 | $7.12K | 0.00% | +3+9.7% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 33 | $6.91K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 32 | $6.70K | 0.00% | +32 | New |
| Financial Network Wealth Advisors LLC | 31 | $6.50K | 0.01% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 31 | $6.49K | 0.00% | −683−95.7% | Reduced |
| Aspect Partners, LLC | 31 | $6.49K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 31 | $6.49K | 0.00% | 00.0% | Unchanged |
| City State Bank | 30 | $6.28K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 29 | $6.09K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 30 | $6.00K | 0.00% | +18+150.0% | Added |
| Meeder Asset Management Inc | 28 | $5.86K | 0.00% | −53−65.4% | Reduced |
| BOK Financial Private Wealth, Inc. | 27 | $5.65K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 27 | $5.65K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 26 | $5.44K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 26 | $5.44K | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 26 | $5.44K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 26 | $5.44K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 25 | $5.26K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 25 | $5.23K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 24 | $5.02K | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 24 | $5.02K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 23 | $4.87K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 23 | $4.82K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 23 | $4.82K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 23 | $4.82K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 23 | $4.82K | 0.00% | +23 | New |
| Vermillion Wealth Management, Inc. | 22 | $4.62K | 0.00% | −27−55.1% | Reduced |
| 1620 Investment Advisors, Inc. | 22 | $4.61K | 0.00% | −3−12.0% | Reduced |
| Heritage Wealth Advisors | 22 | $4.61K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 22 | $4.61K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 21 | $4.49K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 21 | $4.40K | 0.00% | +2+10.5% | Added |
| Kilter Group LLC | 21 | $4.40K | 0.00% | +21 | New |
| Sunbelt Securities, Inc. | 23 | $4.36K | 0.00% | +10+76.9% | Added |
| HighMark Wealth Management LLC | 20 | $4.20K | 0.00% | −4−16.7% | Reduced |
| Asset Dedication, LLC | 20 | $4.19K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 20 | $4.19K | 0.00% | −31−60.8% | Reduced |
| Plante Moran Financial Advisors, LLC | 20 | $4.19K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 20 | $4.19K | 0.00% | +1+5.3% | Added |
| New England Capital Financial Advisors LLC | 19 | $4.03K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 20 | $4.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 20 | $4.00K | 0.00% | −4−16.7% | Reduced |
| Cornerstone Planning Group LLC | 20 | $3.78K | 0.00% | +11+122.2% | Added |
| Country Trust Bank | 18 | $3.77K | 0.00% | +10+125.0% | Added |
| Bartlett & Co. Wealth Management LLC | 18 | $3.77K | 0.00% | −1−5.3% | Reduced |
| Wealth Preservation Advisors, LLC | 18 | $3.77K | 0.00% | +2+12.5% | Added |
| Boreal Capital Management LLC | 18 | $3.77K | 0.00% | +18 | New |
| UMA Financial Services, Inc. | 17 | $3.58K | 0.00% | +11+183.3% | Added |
| Evermay Wealth Management LLC | 17 | $3.56K | 0.00% | 00.0% | Unchanged |
| Gitterman Wealth Management, LLC | 16 | $3.40K | 0.00% | +16 | New |
| Investment Research & Advisory Group, Inc. | 16 | $3.35K | 0.00% | +16 | New |
| Atwood & Palmer Inc | 16 | $3.35K | 0.00% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 16 | $3.35K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 16 | $3.35K | 0.00% | +6+60.0% | Added |
| Hilltop National Bank | 16 | $3.35K | 0.00% | +16 | New |
| Hughes Financial Services, LLC | 17 | $3.20K | 0.00% | +5+41.7% | Added |
| Atlantic Union Bankshares Corp | 15 | $3.18K | 0.00% | +15 | New |
| Dunhill Financial, LLC | 15 | $3.17K | 0.00% | −28−65.1% | Reduced |
| Banque Transatlantique SA | 15 | $3.14K | 0.00% | +13+650.0% | Added |
| HHM Wealth Advisors, LLC | 15 | $3.14K | 0.00% | −3−16.7% | Reduced |
| Ridgewood Investments LLC | 15 | $3.14K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 14 | $2.97K | 0.00% | +5+55.6% | Added |
| SJS Investment Consulting Inc. | 14 | $2.93K | 0.00% | −10−41.7% | Reduced |
| Eq Wealth Advisors, LLC | 14 | $2.93K | 0.00% | −1−6.7% | Reduced |
| Financial Perspectives, Inc | 14 | $2.93K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 14 | $2.93K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 14 | $2.93K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 14 | $2.93K | 0.00% | +14 | New |
| Financial Freedom, LLC | 13 | $2.82K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 13 | $2.72K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 13 | $2.72K | 0.00% | +3+30.0% | Added |
| RMG Wealth Management LLC | 12 | $2.55K | 0.00% | +12 | New |
| Dogwood Wealth Management LLC | 12 | $2.54K | 0.00% | +9+300.0% | Added |
| Wolff Wiese Magana LLC | 12 | $2.53K | 0.00% | +3+33.3% | Added |
| JNBA Financial Advisors | 12 | $2.51K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 12 | $2.51K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 12 | $2.51K | 0.00% | 00.0% | Unchanged |
| Team Financial Group, LLC | 12 | $2.51K | 0.00% | +12 | New |
| Raleigh Capital Management Inc. | 12 | $2.51K | 0.00% | +12 | New |
| Beacon Capital Management, LLC | 11 | $2.31K | 0.00% | −48−81.4% | Reduced |
| Bullock Wealth Management Group | 11 | $2.30K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 11 | $2.30K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 11 | $2.30K | 0.00% | +4+57.1% | Added |