| Activest Wealth Management | 107 | $11.9K | 0.00% | +15+16.3% | Added |
| Stance Capital LLC | 100 | $11.1K | 0.00% | +100 | New |
| Cornerstone Financial Management LLC | 98 | $10.9K | 0.01% | +54+122.7% | Added |
| UMA Financial Services, Inc. | 93 | $10.4K | 0.00% | +7+8.1% | Added |
| Rossby Financial, LCC | 93 | $10.4K | 0.00% | +11+13.4% | Added |
| CoreCap Advisors, LLC | 91 | $10.1K | 0.00% | +59+184.4% | Added |
| NVWM, LLC | 91 | $10.1K | 0.00% | +76+506.7% | Added |
| Bell Investment Advisors, Inc | 90 | $10.0K | 0.00% | +4+4.7% | Added |
| WPG Advisers, LLC | 90 | $10.0K | 0.01% | +8+9.8% | Added |
| SJS Investment Consulting Inc. | 86 | $9.57K | 0.00% | −66−43.4% | Reduced |
| Allied Private Wealth LLC | 80 | $9.44K | 0.01% | +80 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 81 | $9.02K | 0.00% | +81 | New |
| Cullen/Frost Bankers, Inc. | 80 | $8.90K | 0.00% | −100−55.6% | Reduced |
| Caitong International Asset Management Co., Ltd | 79 | $8.79K | 0.00% | −4,818−98.4% | Reduced |
| True Wealth Design, LLC | 77 | $8.57K | 0.00% | +32+71.1% | Added |
| Bartlett & Co. Wealth Management LLC | 67 | $7.46K | 0.00% | −135−66.8% | Reduced |
| Cornerstone Planning Group LLC | 62 | $7.41K | 0.00% | −20−24.4% | Reduced |
| Westfuller Advisors, LLC | 64 | $7.08K | 0.00% | +3+4.9% | Added |
| Sachetta, LLC | 63 | $7.01K | 0.00% | +56+800.0% | Added |
| Kemnay Advisory Services Inc. | 62 | $6.90K | 0.00% | −18−22.5% | Reduced |
| Continuum Advisory, LLC | 62 | $6.90K | 0.00% | +62 | New |
| Joseph Group Capital Management | 62 | $6.90K | 0.00% | +62 | New |
| AdvisorNet Financial, Inc | 60 | $6.68K | 0.00% | −65−52.0% | Reduced |
| MV Capital Management, Inc. | 60 | $6.68K | 0.00% | +49+445.5% | Added |
| Wolff Wiese Magana LLC | 56 | $6.23K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 55 | $6.12K | 0.00% | +32+139.1% | Added |
| Avion Wealth | 62 | $6.00K | 0.00% | +18+40.9% | Added |
| JFS Wealth Advisors, LLC | 53 | $5.90K | 0.00% | −4−7.0% | Reduced |
| Action Point Financial Planning, LLC | 54 | $5.79K | 0.00% | +54 | New |
| 1015 Capital Partners, LLC | 52 | $5.79K | 0.00% | 00.0% | Unchanged |
| Oakmont Advisory Group, LLC | 52 | $5.76K | 0.00% | +52 | New |
| Luminist Capital LLC | 50 | $5.57K | 0.01% | +50 | New |
| Burkett Financial Services, LLC | 48 | $5.41K | 0.00% | +48 | New |
| Transamerica Financial Advisors, Inc. | 46 | $5.12K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 46 | $5.12K | 0.00% | +4+9.5% | Added |
| Capital Advisors, Ltd. LLC | 41 | $5.00K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 44 | $4.90K | 0.00% | −42−48.8% | Reduced |
| Ameriflex Group, Inc. | 39 | $4.34K | 0.00% | +14+56.0% | Added |
| SHP Wealth Management | 39 | $4.34K | 0.00% | +3+8.3% | Added |
| Glen Eagle Advisors, LLC | 37 | $4.12K | 0.00% | +6+19.4% | Added |
| Marquette Asset Management, LLC | 35 | $3.90K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 33 | $3.67K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 32 | $3.56K | 0.00% | −11−25.6% | Reduced |
| Financial Consulate, Inc | 32 | $3.56K | 0.00% | −4−11.1% | Reduced |
| Truvestments Capital LLC | 32 | $3.56K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 26 | $3.24K | 0.00% | +26 | New |
| Arlington Trust Co LLC | 29 | $3.23K | 0.00% | −92−76.0% | Reduced |
| South State Corp. | 29 | $3.23K | 0.00% | +12+70.6% | Added |
| Armstrong Advisory Group, Inc | 27 | $3.01K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 27 | $3.00K | 0.00% | −54−66.7% | Reduced |
| Markowski Investments | 27 | $3.00K | 0.00% | +27 | New |
| Signature Equity Partners, LLC | 26 | $2.89K | 0.00% | −3−10.3% | Reduced |
| Silver Grove Financial Group, Inc. | 25 | $2.82K | 0.00% | +25 | New |
| Brown, Lisle/Cummings, Inc. | 25 | $2.78K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 24 | $2.67K | 0.00% | +24 | New |
| Medallion Wealth Advisors, LLC | 23 | $2.56K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 22 | $2.45K | 0.00% | +7+46.7% | Added |
| State of Wyoming | 20 | $2.23K | 0.00% | +20 | New |
| Washington Trust Advisors, Inc. | 20 | $2.23K | 0.00% | +20 | New |
| Raffa Wealth Management, LLC | 19 | $2.12K | 0.00% | +6+46.2% | Added |
| Bay Harbor Wealth Management, LLC | 19 | $2.12K | 0.00% | +9+90.0% | Added |
| Fortitude Family Office, LLC | 18 | $2.00K | 0.00% | +5+38.5% | Added |
| Hughes Financial Services, LLC | 18 | $2.00K | 0.00% | +12+200.0% | Added |
| Penserra Capital Management LLC | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 17 | $1.89K | 0.00% | +17 | New |
| CBIZ Investment Advisory Services, LLC | 17 | $1.85K | 0.00% | 00.0% | Unchanged |
| Motco | 15 | $1.67K | 0.00% | +5+50.0% | Added |
| Rialto Wealth Management, LLC | 15 | $1.67K | 0.00% | +10+200.0% | Added |
| Cape Investment Advisory, Inc. | 15 | $1.67K | 0.00% | +15 | New |
| North Star Investment Management Corp. | 14 | $1.56K | 0.00% | −34−70.8% | Reduced |
| American Capital Advisory, LLC | 13 | $1.45K | 0.00% | +3+30.0% | Added |
| Clark Wealth Partners | 13 | $1.45K | 0.00% | +13 | New |
| Planning Strategies Inc. | 13 | $1.45K | 0.00% | +13 | New |
| DiNuzzo Private Wealth, Inc. | 12 | $1.34K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 12 | $1.34K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 12 | $1.34K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 11 | $1.23K | 0.00% | +11 | New |
| Davis Capital Management | 11 | $1.22K | 0.00% | +6+120.0% | Added |
| Brooklyn FI, LLC | 10 | $1.20K | 0.00% | +10 | New |
| Dunhill Financial, LLC | 10 | $1.16K | 0.00% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 10 | $1.11K | 0.00% | +10 | New |
| N.E.W. Advisory Services LLC | 9 | $1.00K | 0.00% | +9 | New |
| MJT & Associates Financial Advisory Group, Inc. | 9 | $1.00K | 0.00% | +9 | New |
| Torren Management, LLC | 9 | $956 | 0.00% | +1+12.5% | Added |
| DHJJ Financial Advisors, Ltd. | 8 | $891 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 8 | $891 | 0.00% | +1+14.3% | Added |
| Princeton Global Asset Management LLC | 8 | $890 | 0.00% | +8 | New |
| Private Wealth Management Group, LLC | 7 | $780 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 7 | $779 | 0.00% | 00.0% | Unchanged |
| IFG Advisory, LLC | 6 | $692 | 0.00% | +6 | New |
| Creative Capital Management Investments LLC | 6 | $668 | 0.00% | +6 | New |
| Alerus Financial NA | 5 | $557 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 5 | $557 | 0.00% | +5 | New |
| Breakwater Investment Management | 5 | $557 | 0.00% | +5 | New |
| HFM Investment Advisors, LLC | 5 | $557 | 0.00% | +5 | New |
| DecisionPoint Financial, LLC | 4 | $455 | 0.00% | +1+33.3% | Added |
| GHP Investment Advisors, Inc. | 4 | $446 | 0.00% | 00.0% | Unchanged |
| Trust Co | 4 | $445 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 3 | $334 | 0.00% | +3 | New |
| Seneschal Advisors, LLC | 2 | $223 | 0.00% | 00.0% | Unchanged |