| Nemes Rush Group LLC | 80 | $14.8K | 0.00% | +72+900.0% | Added |
| Private Wealth Asset Management, LLC | 78 | $14.4K | 0.00% | −1−1.3% | Reduced |
| Covestor Ltd | 76 | $14.0K | 0.01% | −356−82.4% | Reduced |
| Citizens National Bank Trust Department | 75 | $13.9K | 0.00% | −35−31.8% | Reduced |
| Signature Equity Partners, LLC | 74 | $13.7K | 0.01% | −15−16.9% | Reduced |
| Financial Management Professionals, Inc. | 74 | $13.7K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 74 | $13.7K | 0.00% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 74 | $13.7K | 0.01% | +9+13.8% | Added |
| Swiss Re Ltd | 72 | $13.3K | 0.08% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 71 | $13.1K | 0.01% | +6+9.2% | Added |
| Quest 10 Wealth Builders, Inc. | 71 | $13.1K | 0.01% | +19+36.5% | Added |
| Capital Analysts, LLC | 70 | $13.0K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 73 | $13.0K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 70 | $13.0K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 68 | $12.6K | 0.00% | +68 | New |
| Kemnay Advisory Services Inc. | 66 | $12.2K | 0.00% | +66 | New |
| AdvisorNet Financial, Inc | 65 | $12.0K | 0.00% | −201−75.6% | Reduced |
| Financially Speaking Inc | 63 | $11.7K | 0.06% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 62 | $11.5K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 61 | $11.3K | 0.00% | −3−4.7% | Reduced |
| Mosley Wealth Management | 65 | $11.1K | 0.01% | +65 | New |
| Montag A & Associates Inc | 57 | $10.6K | 0.00% | −13−18.6% | Reduced |
| Brown, Lisle/Cummings, Inc. | 57 | $10.5K | 0.00% | +57 | New |
| Timothy G. Youngquist 2020 Irrevocable Trust | 56 | $10.3K | 0.01% | +56 | New |
| North Star Investment Management Corp. | 53 | $9.79K | 0.00% | −13−19.7% | Reduced |
| Alerus Financial NA | 50 | $9.24K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 49 | $9.15K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 49 | $9.05K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 49 | $9.05K | 0.00% | +8+19.5% | Added |
| Cornerstone Planning Group LLC | 49 | $8.99K | 0.00% | +10+25.6% | Added |
| Spire Wealth Management | 48 | $8.87K | 0.00% | −1,468−96.8% | Reduced |
| Greykasell Wealth Strategies, Inc. | 48 | $8.87K | 0.00% | +48 | New |
| Joseph Group Capital Management | 47 | $8.68K | 0.00% | +47 | New |
| Red Tortoise LLC | 46 | $8.50K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 46 | $8.45K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 43 | $7.94K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 42 | $7.76K | 0.00% | +4+10.5% | Added |
| Wealth Preservation Advisors, LLC | 41 | $7.57K | 0.01% | +41 | New |
| Sachetta, LLC | 40 | $7.39K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 39 | $7.37K | 0.00% | 00.0% | Unchanged |
| Networth Advisors, LLC | 36 | $6.65K | 0.00% | +10+38.5% | Added |
| Abound Wealth Management | 33 | $6.10K | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 33 | $6.10K | 0.00% | −30,934−99.9% | Reduced |
| Park Place Capital Corp | 33 | $6.10K | 0.00% | −15−31.3% | Reduced |
| Johnson Financial Group, Inc. | 31 | $5.73K | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 30 | $5.54K | 0.00% | −62−67.4% | Reduced |
| Rialto Wealth Management, LLC | 30 | $5.54K | 0.00% | +13+76.5% | Added |
| Truvestments Capital LLC | 29 | $5.36K | 0.00% | +29 | New |
| JPL Wealth Management, LLC | 28 | $5.17K | 0.00% | +28 | New |
| Lodestone Wealth Management LLC | 28 | $5.13K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 29 | $5.00K | 0.00% | −3−9.4% | Reduced |
| TSFG, LLC | 27 | $5.00K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 27 | $4.99K | 0.00% | −212−88.7% | Reduced |
| RWM Asset Management, LLC | 27 | $4.99K | 0.00% | +27 | New |
| City State Bank | 26 | $4.80K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 26 | $4.80K | 0.04% | +26 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 25 | $4.62K | 0.01% | 00.0% | Unchanged |
| Key Capital Management, INC | 25 | $4.62K | 0.00% | +25 | New |
| TD Capital Management LLC | 23 | $4.27K | 0.00% | +23 | New |
| Granite FO LLC | 23 | $4.25K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 22 | $4.06K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 22 | $4.06K | 0.00% | +15+214.3% | Added |
| Bay Harbor Wealth Management, LLC | 22 | $4.06K | 0.00% | +7+46.7% | Added |
| Millstone Evans Group, LLC | 21 | $3.88K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 21 | $3.88K | 0.00% | +10+90.9% | Added |
| J.Safra Asset Management Corp | 20 | $3.69K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 18 | $3.33K | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 18 | $3.33K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 17 | $3.14K | 0.00% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 17 | $3.14K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 17 | $3.14K | 0.00% | +17 | New |
| REAP Financial Group, LLC | 13 | $2.43K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 13 | $2.40K | 0.00% | +13 | New |
| Dogwood Wealth Management LLC | 13 | $2.40K | 0.00% | +2+18.2% | Added |
| Dunhill Financial, LLC | 12 | $2.25K | 0.00% | +2+20.0% | Added |
| Raffa Wealth Management, LLC | 12 | $2.22K | 0.00% | +2+20.0% | Added |
| Vermillion Wealth Management, Inc. | 12 | $2.22K | 0.00% | +12 | New |
| Imprint Wealth LLC | 11 | $2.03K | 0.01% | 00.0% | Unchanged |
| High Note Wealth, LLC | 11 | $2.03K | 0.00% | +10+1,000.0% | Added |
| Harvest Fund Management Co., Ltd | 12 | $2.00K | 0.00% | −257−95.5% | Reduced |
| Penserra Capital Management LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 10 | $1.85K | 0.00% | +1+11.1% | Added |
| Mascoma Wealth Management LLC | 10 | $1.85K | 0.00% | +10 | New |
| Operose Advisors LLC | 10 | $1.85K | 0.00% | +10 | New |
| Ossiam | 9 | $1.66K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 9 | $1.66K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 9 | $1.66K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 9 | $1.66K | 0.00% | +5+125.0% | Added |
| Aspect Partners, LLC | 8 | $1.48K | 0.00% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 8 | $1.48K | 0.00% | +8 | New |
| Kayne Anderson Rudnick Investment Management LLC | 7 | $1.29K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 7 | $1.29K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 7 | $1.29K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 6 | $1.15K | 0.00% | −91−93.8% | Reduced |
| IMG Wealth Management, Inc. | 6 | $1.11K | 0.00% | +6 | New |
| HFM Investment Advisors, LLC | 5 | $924 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 5 | $924 | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 5 | $924 | 0.00% | 00.0% | Unchanged |
| United Community Bank | 4 | $739 | 0.00% | −80−95.2% | Reduced |