| Harbour Investments, Inc. | 137 | $16.2K | 0.00% | −2,215−94.2% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 136 | $16.0K | 0.01% | +136 | New |
| Transce3nd, LLC | 134 | $15.8K | 0.01% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 132 | $15.6K | 0.01% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 132 | $15.6K | 0.00% | +132 | New |
| Washington Trust Advisors, Inc. | 118 | $13.9K | 0.00% | +118 | New |
| Hartford Financial Management Inc. | 110 | $13.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 108 | $12.8K | 0.00% | +46+74.2% | Added |
| Salomon & Ludwin, LLC | 106 | $12.8K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 102 | $12.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 100 | $11.8K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 100 | $11.8K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 100 | $11.8K | 0.00% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 100 | $11.8K | 0.01% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 11,801 | $11.8K | 0.01% | +11,701+11,701.0% | Added |
| Bangor Savings Bank | 100 | $11.8K | 0.00% | +100 | New |
| Pacifica Partners Inc. | 90 | $10.7K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 88 | $10.4K | 0.00% | +22+33.3% | Added |
| American National Bank | 80 | $9.44K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 79 | $9.32K | 0.00% | +64+426.7% | Added |
| ORG Partners LLC | 75 | $9.05K | 0.00% | −16−17.6% | Reduced |
| Security National Bank | 76 | $8.97K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 75 | $8.85K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 73 | $8.62K | 0.00% | +71+3,550.0% | Added |
| Rational Advisors LLC | 72 | $8.50K | 0.00% | +72 | New |
| CBIZ Investment Advisory Services, LLC | 70 | $8.26K | 0.00% | +70 | New |
| LRI Investments, LLC | 68 | $8.09K | 0.00% | +26+61.9% | Added |
| Whipplewood Advisors, LLC | 68 | $8.03K | 0.00% | −183−72.9% | Reduced |
| Quaker Wealth Management, LLC | 68 | $8.03K | 0.00% | +68 | New |
| Avion Wealth | 72 | $8.00K | 0.00% | +22+44.0% | Added |
| Creative Financial Designs Inc | 64 | $7.55K | 0.00% | −18−22.0% | Reduced |
| Rialto Wealth Management, LLC | 64 | $7.55K | 0.00% | +9+16.4% | Added |
| Princeton Global Asset Management LLC | 64 | $7.55K | 0.00% | +64 | New |
| Marshall & Sterling Wealth Advisors Inc. | 62 | $7.32K | 0.00% | +62 | New |
| Howard Hughes Medical Institute | 61 | $7.20K | 0.00% | +61 | New |
| Frazier Financial Advisors, LLC | 59 | $6.96K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 54 | $6.37K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 50 | $5.90K | 0.00% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 50 | $5.90K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 49 | $5.78K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 48 | $5.67K | 0.00% | −7−12.7% | Reduced |
| JFS Wealth Advisors, LLC | 47 | $5.55K | 0.00% | −66−58.4% | Reduced |
| Blume Capital Management, Inc. | 45 | $5.31K | 0.00% | +45 | New |
| Bare Financial Services, Inc | 42 | $4.96K | 0.00% | +35+500.0% | Added |
| UMA Financial Services, Inc. | 40 | $4.72K | 0.00% | +40 | New |
| Cape Investment Advisory, Inc. | 39 | $4.60K | 0.00% | +7+21.9% | Added |
| Abound Wealth Management | 37 | $4.37K | 0.00% | −4−9.8% | Reduced |
| Holos Integrated Wealth LLC | 38 | $4.36K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 36 | $4.17K | 0.00% | −40−52.6% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 35 | $4.13K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 32 | $3.78K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 30 | $3.54K | 0.00% | −6−16.7% | Reduced |
| South Plains Financial, Inc. | 29 | $3.42K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 28 | $3.30K | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 28 | $3.30K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 27 | $3.10K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 26 | $3.08K | 0.00% | −44−62.9% | Reduced |
| Pineridge Advisors LLC | 26 | $3.07K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 24 | $2.84K | 0.00% | −59−71.1% | Reduced |
| Quest 10 Wealth Builders, Inc. | 24 | $2.83K | 0.00% | −5−17.2% | Reduced |
| Raffa Wealth Management, LLC | 24 | $2.83K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 24 | $2.83K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 24 | $2.72K | 0.00% | +12+100.0% | Added |
| Principia Wealth Advisory, LLC | 23 | $2.71K | 0.00% | +9+64.3% | Added |
| DiNuzzo Private Wealth, Inc. | 22 | $2.60K | 0.00% | −3−12.0% | Reduced |
| TFC Financial Management | 19 | $2.24K | 0.00% | −9−32.1% | Reduced |
| Kimelman & Baird, LLC | 19 | $2.24K | 0.00% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 19 | $2.24K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 18 | $2.18K | 0.00% | +14+350.0% | Added |
| Highline Wealth Partners LLC | 18 | $2.13K | 0.00% | −3−14.3% | Reduced |
| WealthTrak Capital Management LLC | 17 | $2.01K | 0.00% | +9+112.5% | Added |
| Capital Advisors, Ltd. LLC | 13 | $2.00K | 0.00% | −46−78.0% | Reduced |
| Fortis Group Advisors, LLC | 16 | $1.89K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 16 | $1.89K | 0.00% | +16 | New |
| NVWM, LLC | 15 | $1.77K | 0.00% | +12+400.0% | Added |
| Trust Co | 14 | $1.65K | 0.00% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 13 | $1.53K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 12 | $1.42K | 0.00% | +12 | New |
| Truvestments Capital LLC | 12 | $1.42K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 12 | $1.42K | 0.00% | +1+9.1% | Added |
| SJS Investment Consulting Inc. | 11 | $1.30K | 0.00% | −12−52.2% | Reduced |
| Stephens Consulting, LLC | 11 | $1.30K | 0.00% | +11 | New |
| Tortoise Investment Management, LLC | 11 | $1.30K | 0.00% | +11 | New |
| Copia Wealth Management | 10 | $1.18K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 9 | $1.06K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 9 | $1.06K | 0.00% | +3+50.0% | Added |
| Alerus Financial NA | 9 | $1.06K | 0.00% | +9 | New |
| Picton Mahoney Asset Management | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 8 | $944 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 8 | $944 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 7 | $827 | 0.00% | +7 | New |
| Core Alternative Capital | 7 | $826 | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 6 | $735 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 6 | $708 | 0.00% | +2+50.0% | Added |
| DecisionPoint Financial, LLC | 5 | $603 | 0.00% | +5 | New |
| Bogart Wealth, LLC | 5 | $594 | 0.00% | −121−96.0% | Reduced |
| Wolff Wiese Magana LLC | 5 | $591 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 5 | $590 | 0.00% | +3+150.0% | Added |
| IMA Wealth, Inc. | 5 | $590 | 0.00% | +5 | New |
| Sound Income Strategies, LLC | 5 | $590 | 0.00% | +5 | New |
