| Greenline Wealth Management LLC | 59 | $12.1K | 0.01% | +59 | New |
| Strengthening Families & Communities, LLC | 59 | $12.1K | 0.00% | −2−3.3% | Reduced |
| 1015 Capital Partners, LLC | 57 | $11.7K | 0.01% | +57 | New |
| Bell Investment Advisors, Inc | 56 | $11.5K | 0.00% | +5+9.8% | Added |
| Aspect Partners, LLC | 56 | $11.5K | 0.01% | +3+5.7% | Added |
| CGC Financial Services, LLC | 55 | $11.3K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 55 | $11.3K | 0.00% | +26+89.7% | Added |
| DiNuzzo Private Wealth, Inc. | 54 | $11.1K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 56 | $11.0K | 0.00% | −3−5.1% | Reduced |
| Elyxium Wealth, LLC | 53 | $10.9K | 0.00% | +53 | New |
| Ritter Daniher Financial Advisory LLC | 53 | $10.9K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 53 | $10.9K | 0.00% | +19+55.9% | Added |
| SBI Securities Co., Ltd. | 51 | $10.5K | 0.00% | +11+27.5% | Added |
| Swiss Re Ltd | 51 | $10.5K | 0.00% | +51 | New |
| Your Advocates Ltd., LLP | 50 | $10.3K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 49 | $10.1K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 49 | $10.1K | 0.01% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 47 | $9.65K | 0.00% | 00.0% | Unchanged |
| Alerus Financial NA | 46 | $9.44K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 46 | $9.44K | 0.00% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 45 | $9.24K | 0.00% | +45 | New |
| Gables Capital Management Inc. | 44 | $9.03K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 44 | $9.03K | 0.00% | +22+100.0% | Added |
| Marquette Asset Management, LLC | 43 | $8.83K | 0.00% | +7+19.4% | Added |
| Noble Wealth Management PBC | 43 | $8.83K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 42 | $8.62K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 41 | $8.49K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 39 | $8.24K | 0.00% | −14−26.4% | Reduced |
| South State Corp. | 40 | $8.21K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Advisors LLC | 40 | $8.21K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 40 | $8.21K | 0.01% | 00.0% | Unchanged |
| Bayban | 38 | $7.80K | 0.01% | +38 | New |
| Cedar Wealth Management, LLC | 36 | $7.39K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 36 | $7.39K | 0.00% | +36 | New |
| C M Bidwell & Associates Ltd | 35 | $7.19K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 35 | $7.19K | 0.00% | +9+34.6% | Added |
| Bravera Wealth | 35 | $7.19K | 0.00% | +35 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 34 | $6.98K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 34 | $6.98K | 0.00% | +7+25.9% | Added |
| McIlrath & Eck, LLC | 33 | $6.78K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 30 | $6.16K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 30 | $6.16K | 0.00% | +30 | New |
| SJS Investment Consulting Inc. | 29 | $5.96K | 0.00% | +19+190.0% | Added |
| Key Financial Inc | 29 | $5.95K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 29 | $5.95K | 0.01% | +29 | New |
| Abound Wealth Management | 28 | $5.79K | 0.00% | +2+7.7% | Added |
| North Star Investment Management Corp. | 28 | $5.75K | 0.00% | +25+833.3% | Added |
| ZRC Wealth Management, LLC | 28 | $5.75K | 0.00% | +25+833.3% | Added |
| Joseph Group Capital Management | 26 | $5.34K | 0.00% | +26 | New |
| Y.D. More Investments Ltd | 8,049 | $5.18K | 0.00% | +8,049 | New |
| Banque Transatlantique SA | 25 | $5.13K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 22 | $4.52K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 21 | $4.31K | 0.00% | −36−63.2% | Reduced |
| Optima Capital LLC | 21 | $4.31K | 0.00% | +21 | New |
| Bay Harbor Wealth Management, LLC | 21 | $4.31K | 0.00% | +8+61.5% | Added |
| Sankala Group LLC | 18 | $4.31K | 0.00% | +18 | New |
| Dunhill Financial, LLC | 21 | $4.22K | 0.00% | +3+16.7% | Added |
| Triumph Capital Management | 20 | $4.12K | 0.00% | +20 | New |
| Penserra Capital Management LLC | 21 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 19 | $3.90K | 0.00% | +19 | New |
| High Note Wealth, LLC | 18 | $3.70K | 0.00% | +16+800.0% | Added |
| American National Bank | 18 | $3.70K | 0.00% | +18 | New |
| Rossby Financial, LCC | 18 | $3.70K | 0.00% | +18 | New |
| Legacy Bridge, LLC | 16 | $3.29K | 0.00% | +16 | New |
| Independence Bank of Kentucky | 16 | $3.29K | 0.00% | +16 | New |
| Atlas Capital Advisors LLC | 16 | $3.28K | 0.00% | +16 | New |
| Rakuten Securities, Inc. | 15 | $3.08K | 0.00% | −2−11.8% | Reduced |
| AdvisorNet Financial, Inc | 15 | $3.08K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 15 | $3.08K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 15 | $3.08K | 0.00% | +3+25.0% | Added |
| Strategic Wealth Advisors LLC | 16 | $3.00K | 0.00% | +16 | New |
| Clayton Financial Group LLC | 14 | $2.88K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 14 | $2.87K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 14 | $2.86K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 13 | $2.68K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 13 | $2.67K | 0.00% | +1+8.3% | Added |
| Wealth Watch Advisors, INC | 13 | $2.67K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 12 | $2.46K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 12 | $2.46K | 0.00% | +4+50.0% | Added |
| Sachetta, LLC | 12 | $2.46K | 0.00% | +12 | New |
| Cornerstone Planning Group LLC | 11 | $2.45K | 0.00% | −13−54.2% | Reduced |
| Spire Wealth Management | 11 | $2.34K | 0.00% | −59−84.3% | Reduced |
| TD Capital Management LLC | 11 | $2.28K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 11 | $2.26K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 11 | $2.26K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 10 | $2.05K | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 10 | $2.05K | 0.00% | +10 | New |
| Advocate Investing Services LLC | 10 | $2.05K | 0.00% | +10 | New |
| Morton Brown Family Wealth, LLC | 9 | $1.85K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 9 | $1.85K | 0.00% | +9 | New |
| Legacy Wealth Managment, LLC | 9 | $1.85K | 0.00% | +9 | New |
| Central Trust Co | 8 | $1.64K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 7 | $1.44K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 7 | $1.44K | 0.00% | +3+75.0% | Added |
| Motco | 7 | $1.44K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 7 | $1.44K | 0.00% | +1+16.7% | Added |
| Richardson Capital Management LLC | 7 | $1.44K | 0.00% | +7 | New |
| Reyes Financial Architecture, Inc. | 7 | $1.44K | 0.00% | +7 | New |
| HFM Investment Advisors, LLC | 6 | $1.23K | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 6 | $1.23K | 0.00% | +6 | New |