| Frazier Financial Advisors, LLC | 300 | $5.86K | 0.00% | −88−22.7% | Reduced |
| SWAN Capital LLC | 288 | $5.63K | 0.00% | −499−63.4% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 283 | $5.53K | 0.01% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 281 | $5.49K | 0.00% | +252+869.0% | Added |
| Webster Bank, N. A. | 276 | $5.39K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 274 | $5.35K | 0.00% | +20+7.9% | Added |
| Luken Investment Analytics, LLC | 258 | $5.04K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 255 | $4.98K | 0.00% | −511−66.7% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 253 | $4.94K | 0.00% | +118+87.4% | Added |
| Miller Wealth Advisors, LLC | 247 | $4.82K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 247 | $4.82K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 242 | $4.73K | 0.00% | +76+45.8% | Added |
| United Community Bank | 240 | $4.69K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 239 | $4.67K | 0.00% | −69−22.4% | Reduced |
| Strengthening Families & Communities, LLC | 258 | $4.52K | 0.00% | +213+473.3% | Added |
| Hager Investment Management Services, LLC | 231 | $4.51K | 0.00% | 00.0% | Unchanged |
| Newton One Investments LLC | 229 | $4.47K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 226 | $4.41K | 0.00% | −1,053−82.3% | Reduced |
| Sarver Vrooman Wealth Advisors | 224 | $4.38K | 0.00% | −224−50.0% | Reduced |
| Cedar Mountain Advisors, LLC | 224 | $4.38K | 0.00% | +180+409.1% | Added |
| Raffa Wealth Management, LLC | 223 | $4.36K | 0.00% | +54+32.0% | Added |
| Maryland Capital Advisors Inc. | 219 | $4.28K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 219 | $4.24K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 215 | $4.20K | 0.00% | −41−16.0% | Reduced |
| Financial Network Wealth Advisors LLC | 213 | $4.16K | 0.00% | −859−80.1% | Reduced |
| Marquette Asset Management, LLC | 210 | $4.10K | 0.00% | +182+650.0% | Added |
| Wealth Watch Advisors, INC | 207 | $4.04K | 0.00% | −1,824−89.8% | Reduced |
| Insight Financial Services | 205 | $4.00K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 203 | $3.96K | 0.00% | 00.0% | Unchanged |
| Corsicana & Co. | 203 | $3.96K | 0.00% | +203 | New |
| Activest Wealth Management | 202 | $3.94K | 0.00% | +70+53.0% | Added |
| Redwood Park Advisors LLC | 200 | $3.91K | 0.00% | +200 | New |
| Granite FO LLC | 195 | $3.81K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 192 | $3.75K | 0.00% | +25+15.0% | Added |
| SIMA Wealth Partners, LLC | 189 | $3.69K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 186 | $3.63K | 0.00% | −1−0.5% | Reduced |
| Bellevue Asset Management, LLC | 177 | $3.46K | 0.00% | −178−50.1% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 175 | $3.42K | 0.00% | −10−5.4% | Reduced |
| Keystone Financial Group, Inc. | 173 | $3.38K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 169 | $3.30K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 168 | $3.28K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 167 | $3.26K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 154 | $3.01K | 0.00% | −25−14.0% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 162 | $3.00K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 169 | $3.00K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 149 | $2.91K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 145 | $2.83K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 140 | $2.73K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 133 | $2.60K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 132 | $2.58K | 0.00% | −969−88.0% | Reduced |
| Bay Harbor Wealth Management, LLC | 128 | $2.50K | 0.00% | +34+36.2% | Added |
| Principia Wealth Advisory, LLC | 127 | $2.48K | 0.00% | +50+64.9% | Added |
| Anfield Capital Management, LLC | 122 | $2.38K | 0.00% | +16+15.1% | Added |
| Stone House Investment Management, LLC | 117 | $2.29K | 0.00% | +50+74.6% | Added |
| Transamerica Financial Advisors, Inc. | 117 | $2.29K | 0.00% | +117 | New |
| Caitlin John, LLC | 113 | $2.21K | 0.00% | +113 | New |
| Tanglewood Legacy Advisors, LLC | 112 | $2.19K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 112 | $2.19K | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 111 | $2.17K | 0.00% | +111 | New |
| Vermillion & White Wealth Management Group, LLC | 104 | $2.03K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 103 | $2.01K | 0.00% | +18+21.2% | Added |
| Caldwell Trust Co | 100 | $1.95K | 0.00% | −204−67.1% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 100 | $1.95K | 0.00% | +100 | New |
| Clayton Financial Group LLC | 99 | $1.93K | 0.00% | +99 | New |
| Financially Speaking Inc | 93 | $1.82K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 93 | $1.82K | 0.00% | +67+257.7% | Added |
| Gen-Wealth Partners Inc | 87 | $1.70K | 0.00% | −48−35.6% | Reduced |
| WestEnd Advisors, LLC | 81 | $1.58K | 0.00% | +7+9.5% | Added |
| American Capital Advisory, LLC | 80 | $1.56K | 0.00% | −24−23.1% | Reduced |
| Cheviot Value Management, LLC | 72 | $1.51K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 76 | $1.48K | 0.00% | −642−89.4% | Reduced |
| American Wealth Advisors, LLC | 75 | $1.47K | 0.00% | +75 | New |
| Strategic Advocates LLC | 74 | $1.45K | 0.00% | +74 | New |
| Glass Jacobson Investment Advisors llc | 72 | $1.41K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 72 | $1.41K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 72 | $1.40K | 0.00% | 00.0% | Unchanged |
| Horizons Wealth Management | 71 | $1.39K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 69 | $1.35K | 0.00% | +20+40.8% | Added |
| Pflug Koory, LLC | 68 | $1.33K | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 67 | $1.30K | 0.00% | +67 | New |
| Old Point Trust & Financial Services N A | 65 | $1.27K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 60 | $1.17K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 59 | $1.15K | 0.00% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 57 | $1.11K | 0.00% | +57 | New |
| Consultiva Wealth Management, Corp. | 54 | $1.05K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 52 | $1.02K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 52 | $1.02K | 0.00% | +52 | New |
| Winnow Wealth LLC | 49 | $980 | 0.00% | +33+206.3% | Added |
| Alerus Financial NA | 50 | $977 | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 50 | $977 | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 49 | $957 | 0.00% | 00.0% | Unchanged |
| Family Legacy Financial Solutions, LLC | 48 | $937 | 0.00% | +48 | New |
| Retirement Wealth Solutions LLC | 41 | $801 | 0.00% | +41 | New |
| Founders Capital Management | 40 | $781 | 0.00% | +40 | New |
| TruNorth Capital Management, LLC | 37 | $723 | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 31 | $605 | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 31 | $605 | 0.00% | +31 | New |
| Seneschal Advisors, LLC | 30 | $587 | 0.00% | +30 | New |
| Painted Porch Advisors LLC | 29 | $566 | 0.00% | −256−89.8% | Reduced |
| LGT Financial Advisors LLC | 28 | $547 | 0.00% | −19−40.4% | Reduced |