| Kings Path Partners LLC | 100 | $30.0K | 0.01% | +100 | New |
| Bryn Mawr Trust Co | 98 | $29.4K | 0.00% | −1,224−92.6% | Reduced |
| McIlrath & Eck, LLC | 96 | $28.8K | 0.00% | +96 | New |
| Pittenger & Anderson Inc | 95 | $28.5K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 88 | $26.4K | 0.00% | +88 | New |
| Quaker Wealth Management, LLC | 86 | $25.8K | 0.01% | −11−11.3% | Reduced |
| Tradewinds Capital Management, LLC | 86 | $25.8K | 0.01% | +51+145.7% | Added |
| Strategic Wealth Partners, Ltd. | 85 | $25.5K | 0.00% | −50−37.0% | Reduced |
| Binnacle Investments Inc | 85 | $25.5K | 0.01% | +85 | New |
| Aventura Private Wealth, LLC | 80 | $24.0K | 0.01% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 78 | $23.4K | 0.00% | −17−17.9% | Reduced |
| Scarborough Advisors, LLC | 77 | $23.1K | 0.00% | +34+79.1% | Added |
| Bullock Wealth Management Group | 70 | $21.3K | 0.01% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 70 | $21.0K | 0.02% | 00.0% | Unchanged |
| New Millennium Group LLC | 69 | $20.7K | 0.01% | +69 | New |
| Salomon & Ludwin, LLC | 63 | $19.2K | 0.00% | +45+250.0% | Added |
| NBT Bank N A | 63 | $18.9K | 0.00% | +63 | New |
| Cary Street Partner Investment Advisory LLC | 59 | $17.7K | 0.01% | +10+20.4% | Added |
| Transamerica Financial Advisors, Inc. | 55 | $16.5K | 0.00% | +55 | New |
| Key Financial Inc | 54 | $16.4K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 54 | $16.0K | 0.00% | +10+22.7% | Added |
| Wealthspire Advisors, LLC | 52 | $15.6K | 0.00% | +52 | New |
| Cranbrook Wealth Management, LLC | 50 | $15.0K | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 50 | $15.0K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 50 | $15.0K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 48 | $14.0K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 46 | $13.8K | 0.01% | −1−2.1% | Reduced |
| High Note Wealth, LLC | 45 | $13.5K | 0.00% | 00.0% | Unchanged |
| Strategic Advocates LLC | 44 | $13.2K | 0.00% | +44 | New |
| CBIZ Investment Advisory Services, LLC | 43 | $12.9K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 40 | $12.6K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 38 | $11.4K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 37 | $11.1K | 0.00% | +37 | New |
| Rocky Mountain Advisers, LLC | 37 | $11.1K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 36 | $10.9K | 0.00% | 00.0% | Unchanged |
| Compass Financial Services Inc | 35 | $10.5K | 0.00% | 00.0% | Unchanged |
| Inlight Wealth Management, LLC | 33 | $9.89K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 31 | $9.29K | 0.00% | −19,199−99.8% | Reduced |
| Evolution Wealth Management Inc. | 30 | $8.99K | 0.01% | +30 | New |
| First Pacific Financial | 29 | $8.69K | 0.00% | −4−12.1% | Reduced |
| WealthCollab, LLC | 28 | $8.39K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 28 | $8.39K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 27 | $8.09K | 0.00% | −70−72.2% | Reduced |
| Pathway Financial Advisers, LLC | 26 | $7.79K | 0.00% | +26 | New |
| Asset Dedication, LLC | 25 | $7.49K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 25 | $7.49K | 0.00% | +2+8.7% | Added |
| Vermillion & White Wealth Management Group, LLC | 25 | $7.49K | 0.00% | +25 | New |
| Avion Wealth | 26 | $7.00K | 0.00% | +4+18.2% | Added |
| LMR Partners LLP | 23 | $6.89K | 0.00% | −54−70.1% | Reduced |
| JFS Wealth Advisors, LLC | 22 | $6.59K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 22 | $6.59K | 0.00% | +22 | New |
| Hopwood Financial Services, Inc. | 20 | $5.99K | 0.00% | +20 | New |
| Bell Investment Advisors, Inc | 19 | $5.69K | 0.00% | −3−13.6% | Reduced |
| Accent Capital Management, LLC | 18 | $5.39K | 0.00% | +18 | New |
| Hughes Financial Services, LLC | 16 | $5.26K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 17 | $5.09K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 17 | $5.09K | 0.00% | +3+21.4% | Added |
| MV Capital Management, Inc. | 16 | $4.79K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 16 | $4.79K | 0.00% | +16 | New |
| Strengthening Families & Communities, LLC | 16 | $4.79K | 0.00% | −5−23.8% | Reduced |
| Brown, Lisle/Cummings, Inc. | 15 | $4.50K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 14 | $4.20K | 0.00% | +2+16.7% | Added |
| Whittier Trust Co of Nevada Inc | 12 | $3.67K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 12 | $3.60K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 12 | $3.60K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 12 | $3.60K | 0.00% | +4+50.0% | Added |
| Glen Eagle Advisors, LLC | 12 | $3.60K | 0.00% | +12 | New |
| Zions Bancorporation, National Association | 11 | $3.30K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 10 | $3.04K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 13 | $3.00K | 0.00% | +13 | New |
| HHM Wealth Advisors, LLC | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 10 | $3.00K | 0.00% | +10 | New |
| Pension & Wealth Management Advisors, Inc. | 10 | $3.00K | 0.00% | +10 | New |
| TD Private Client Wealth LLC | 9 | $2.70K | 0.00% | +3+50.0% | Added |
| Crewe Advisors LLC | 9 | $2.70K | 0.00% | +9 | New |
| Guerra Advisors Inc | 9 | $2.70K | 0.00% | +9 | New |
| Altshuler Shaham Ltd | 8 | $2.40K | 0.00% | −1,892−99.6% | Reduced |
| Umb Bank N A | 8 | $2.40K | 0.00% | +4+100.0% | Added |
| Tortoise Investment Management, LLC | 8 | $2.40K | 0.00% | +4+100.0% | Added |
| Rialto Wealth Management, LLC | 7 | $2.10K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 7 | $2.10K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 7 | $2.10K | 0.00% | +7 | New |
| Winthrop Capital Management, LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 6 | $1.80K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 6 | $1.80K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 6 | $1.80K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 6 | $1.80K | 0.00% | +6 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $1.66K | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 5 | $1.50K | 0.00% | +5 | New |
| JPL Wealth Management, LLC | 5 | $1.50K | 0.00% | +5 | New |
| Bay Harbor Wealth Management, LLC | 5 | $1.50K | 0.00% | +1+25.0% | Added |
| GHP Investment Advisors, Inc. | 4 | $1.20K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 3 | $914 | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 3 | $899 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 3 | $899 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 3 | $899 | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 3 | $899 | 0.00% | +3 | New |
| PayPay Securities Corp | 3 | $801 | 0.03% | +2+200.0% | Added |