| UMA Financial Services, Inc. | 328 | $14.2K | 0.00% | +20+6.5% | Added |
| Parkside Financial Bank & Trust | 322 | $14.0K | 0.00% | −312−49.2% | Reduced |
| Quent Capital, LLC | 322 | $14.0K | 0.00% | +108+50.5% | Added |
| Fortitude Family Office, LLC | 301 | $13.0K | 0.00% | −10−3.2% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 279 | $12.1K | 0.00% | −93−25.0% | Reduced |
| Ogorek Anthony Joseph | 280 | $12.0K | 0.00% | −46−14.1% | Reduced |
| ORG Wealth Partners, LLC | 254 | $11.0K | 0.00% | −4,500−94.7% | Reduced |
| Allied Private Wealth LLC | 260 | $10.9K | 0.01% | +260 | New |
| Walleye Capital LLC | 249 | $10.8K | 0.00% | +243+4,050.0% | Added |
| Cornerstone Planning Group LLC | 228 | $9.85K | 0.00% | +122+115.1% | Added |
| Silver Grove Financial Group, Inc. | 212 | $9.19K | 0.00% | +212 | New |
| Aspect Partners, LLC | 207 | $8.97K | 0.00% | +192+1,280.0% | Added |
| Valley National Advisers Inc | 206 | $8.93K | 0.00% | −10−4.6% | Reduced |
| ZRC Wealth Management, LLC | 202 | $8.76K | 0.00% | +8+4.1% | Added |
| Chung Wu Investment Group, LLC | 200 | $8.67K | 0.01% | +200 | New |
| Community Bank, N.A. | 200 | $8.67K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 153 | $7.00K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 159 | $6.89K | 0.00% | +159 | New |
| Kemnay Advisory Services Inc. | 158 | $6.85K | 0.00% | −28−15.1% | Reduced |
| Harbor Investment Advisory, LLC | 156 | $6.76K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 150 | $6.50K | 0.00% | +150 | New |
| Picton Mahoney Asset Management | 147 | $6.37K | 0.00% | +147 | New |
| Rossby Financial, LCC | 146 | $6.33K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 145 | $6.29K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 150 | $6.00K | 0.00% | +138+1,150.0% | Added |
| Key Financial Inc | 133 | $5.77K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 133 | $5.77K | 0.00% | +133 | New |
| Bogart Wealth, LLC | 123 | $5.34K | 0.00% | +14+12.8% | Added |
| True Wealth Design, LLC | 118 | $5.12K | 0.00% | −384−76.5% | Reduced |
| HHM Wealth Advisors, LLC | 118 | $5.12K | 0.00% | +118 | New |
| Strategic Wealth Partners, Ltd. | 116 | $5.03K | 0.00% | −26−18.3% | Reduced |
| Cedar Mountain Advisors, LLC | 108 | $4.68K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 104 | $4.51K | 0.00% | +104 | New |
| Roxbury Financial LLC | 101 | $4.38K | 0.00% | +65+180.6% | Added |
| Kilter Group LLC | 101 | $4.38K | 0.00% | +60+146.3% | Added |
| North Star Investment Management Corp. | 100 | $4.33K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 97 | $4.21K | 0.00% | +97 | New |
| Bell Investment Advisors, Inc | 95 | $4.12K | 0.00% | +38+66.7% | Added |
| Bay Harbor Wealth Management, LLC | 95 | $4.12K | 0.00% | +15+18.8% | Added |
| Capital Analysts, LLC | 95 | $4.00K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 86 | $3.73K | 0.00% | +86 | New |
| Strengthening Families & Communities, LLC | 85 | $3.67K | 0.00% | +2+2.4% | Added |
| Proathlete Wealth Management LLC | 78 | $3.39K | 0.00% | +1+1.3% | Added |
| DiNuzzo Private Wealth, Inc. | 77 | $3.34K | 0.00% | +77 | New |
| Private Wealth Management Group, LLC | 73 | $3.17K | 0.00% | +73 | New |
| Cromwell Holdings LLC | 71 | $3.08K | 0.00% | −753−91.4% | Reduced |
| Westend Capital Management, LLC | 66 | $2.86K | 0.00% | −201−75.3% | Reduced |
| Colonial Trust Co | 60 | $2.60K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 60 | $2.60K | 0.00% | +30+100.0% | Added |
| WPG Advisers, LLC | 56 | $2.43K | 0.00% | 00.0% | Unchanged |
| Key Capital Management, INC | 52 | $2.25K | 0.00% | −582−91.8% | Reduced |
| Harbor Asset Planning, Inc. | 51 | $2.20K | 0.00% | +1+2.0% | Added |
| Essential Partners LLC | 47 | $2.04K | 0.00% | −93−66.4% | Reduced |
| Capital Advisors, Ltd. LLC | 37 | $2.00K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 44 | $1.91K | 0.00% | +44 | New |
| C M Bidwell & Associates Ltd | 41 | $1.78K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 40 | $1.73K | 0.00% | −97−70.8% | Reduced |
| HFM Investment Advisors, LLC | 40 | $1.73K | 0.00% | +21+110.5% | Added |
| NVWM, LLC | 40 | $1.73K | 0.00% | +35+700.0% | Added |
| SJS Investment Consulting Inc. | 39 | $1.69K | 0.00% | −10−20.4% | Reduced |
| BOK Financial Private Wealth, Inc. | 39 | $1.69K | 0.00% | +39 | New |
| RMG Wealth Management LLC | 35 | $1.63K | 0.00% | +35 | New |
| Rialto Wealth Management, LLC | 37 | $1.60K | 0.00% | +7+23.3% | Added |
| Hughes Financial Services, LLC | 37 | $1.60K | 0.00% | +32+640.0% | Added |
| Mascoma Wealth Management LLC | 37 | $1.60K | 0.00% | +37 | New |
| Concord Wealth Partners | 37 | $1.60K | 0.00% | +37 | New |
| Bruce G. Allen Investments, LLC | 35 | $1.52K | 0.00% | −55−61.1% | Reduced |
| Transamerica Financial Advisors, Inc. | 35 | $1.52K | 0.00% | +16+84.2% | Added |
| HGK Asset Management Inc | 30 | $1.30K | 0.00% | −118,515−100.0% | Reduced |
| Manchester Capital Management LLC | 28 | $1.21K | 0.00% | −5−15.2% | Reduced |
| WestEnd Advisors, LLC | 26 | $1.13K | 0.00% | +26 | New |
| Owl Creek Wealth Partners LLC | 25 | $1.08K | 0.00% | −24−49.0% | Reduced |
| Quest 10 Wealth Builders, Inc. | 25 | $1.08K | 0.00% | −3−10.7% | Reduced |
| Penserra Capital Management LLC | 27 | $1.00K | 0.00% | −3−10.0% | Reduced |
| Albion Financial Group | 23 | $998 | 0.00% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 23 | $998 | 0.00% | +23 | New |
| Sachetta, LLC | 23 | $998 | 0.00% | +23 | New |
| Cape Investment Advisory, Inc. | 22 | $954 | 0.00% | +22 | New |
| Thompson Investment Management, Inc. | 21 | $910 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 20 | $867 | 0.00% | +14+233.3% | Added |
| Planning Strategies Inc. | 19 | $824 | 0.00% | +19 | New |
| 1015 Capital Partners, LLC | 18 | $780 | 0.00% | +3+20.0% | Added |
| Bare Financial Services, Inc | 16 | $694 | 0.00% | −13−44.8% | Reduced |
| Activest Wealth Management | 16 | $694 | 0.00% | +16 | New |
| Advocate Investing Services LLC | 15 | $650 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 14 | $626 | 0.00% | −450−97.0% | Reduced |
| Highline Wealth Partners LLC | 14 | $607 | 0.00% | +4+40.0% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 14 | $606 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 12 | $520 | 0.00% | +5+71.4% | Added |
| TFC Financial Management | 11 | $477 | 0.00% | −11−50.0% | Reduced |
| Quaker Wealth Management, LLC | 11 | $477 | 0.00% | −3−21.4% | Reduced |
| Stone House Investment Management, LLC | 11 | $477 | 0.00% | +11 | New |
| Arlington Trust Co LLC | 9 | $390 | 0.00% | −34−79.1% | Reduced |
| Seneschal Advisors, LLC | 8 | $347 | 0.00% | +1+14.3% | Added |
| South State Corp. | 7 | $304 | 0.00% | −12−63.2% | Reduced |
| Raffa Wealth Management, LLC | 7 | $303 | 0.00% | −1−12.5% | Reduced |
| Clark Wealth Partners | 6 | $261 | 0.00% | +6 | New |
| Spectrum Wealth Advisory Group, LLC | 6 | $260 | 0.00% | +6 | New |
| Hilton Head Capital Partners, LLC | 5 | $217 | 0.00% | +5 | New |
| Maryland Capital Advisors Inc. | 3 | $131 | 0.00% | +3 | New |
