| Strategic Wealth Partners, Ltd. | 296 | $24.7K | 0.00% | +88+42.3% | Added |
| Ares Financial Consulting, LLC | 294 | $24.5K | 0.02% | −255−46.4% | Reduced |
| Lodestone Wealth Management LLC | 290 | $24.2K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 275 | $23.0K | 0.01% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 275 | $22.9K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 270 | $22.5K | 0.01% | +2+0.7% | Added |
| Asset Dedication, LLC | 265 | $22.1K | 0.00% | +11+4.3% | Added |
| Motco | 265 | $22.1K | 0.00% | +65+32.5% | Added |
| BOK Financial Private Wealth, Inc. | 263 | $21.9K | 0.00% | +263 | New |
| Bare Financial Services, Inc | 263 | $21.9K | 0.01% | +175+198.9% | Added |
| UMA Financial Services, Inc. | 254 | $21.2K | 0.00% | −5−1.9% | Reduced |
| Aberdeen Wealth Management LLC | 250 | $20.8K | 0.01% | +250 | New |
| ZRC Wealth Management, LLC | 240 | $20.0K | 0.01% | +240 | New |
| WealthCollab, LLC | 234 | $19.5K | 0.01% | −38−14.0% | Reduced |
| Principia Wealth Advisory, LLC | 233 | $19.4K | 0.01% | +24+11.5% | Added |
| Maseco LLP | 232 | $19.3K | 0.00% | +39+20.2% | Added |
| Strengthening Families & Communities, LLC | 231 | $19.3K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 234 | $19.0K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 227 | $18.9K | 0.01% | +227 | New |
| SOA Wealth Advisors, LLC. | 225 | $18.7K | 0.00% | 00.0% | Unchanged |
| First National Bank | 225 | $18.7K | 0.01% | +225 | New |
| Cornerstone Financial Management LLC | 213 | $17.7K | 0.01% | +100+88.5% | Added |
| Basepoint Wealth LLC | 211 | $17.5K | 0.01% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 208 | $17.3K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 208 | $17.3K | 0.00% | +16+8.3% | Added |
| Fedenia Advisers LLC | 205 | $17.1K | 0.00% | +205 | New |
| Northstar Asset Management LLC | 200 | $16.7K | 0.00% | +200 | New |
| MRP Capital Investments, LLC | 200 | $16.7K | 0.01% | +200 | New |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 200 | $16.7K | 0.00% | +200 | New |
| Westside Investment Management, Inc. | 197 | $16.4K | 0.00% | 00.0% | Unchanged |
| Beutel, Goodman & Co Ltd. | 200 | $16.0K | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 190 | $15.8K | 0.01% | −260−57.8% | Reduced |
| North Star Investment Management Corp. | 178 | $14.8K | 0.00% | +19+11.9% | Added |
| St Germain D J Co Inc | 176 | $14.7K | 0.00% | +176 | New |
| Zions Bancorporation, National Association | 172 | $14.3K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 167 | $14.0K | 0.00% | −34−16.9% | Reduced |
| Main Street Group, LTD | 164 | $13.7K | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 160 | $13.3K | 0.00% | −125−43.9% | Reduced |
| Armstrong Advisory Group, Inc | 160 | $13.3K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Group Ltd | 155 | $12.9K | 0.00% | +155 | New |
| Markowski Investments | 150 | $12.5K | 0.00% | +150 | New |
| Community Bank, N.A. | 150 | $12.5K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 144 | $12.0K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 143 | $11.9K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 143 | $11.9K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 140 | $11.7K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 140 | $11.7K | 0.00% | −1−0.7% | Reduced |
| Arlington Trust Co LLC | 125 | $10.4K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 125 | $10.4K | 0.00% | +114+1,036.4% | Added |
| MV Capital Management, Inc. | 124 | $10.3K | 0.00% | +5+4.2% | Added |
| Greykasell Wealth Strategies, Inc. | 120 | $10.0K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 107 | $8.91K | 0.00% | −1−0.9% | Reduced |
| Signature Resources Capital Management, LLC | 102 | $8.50K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 100 | $8.33K | 0.00% | −16−13.8% | Reduced |
| Olistico Wealth, LLC | 100 | $8.33K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 100 | $8.33K | 0.00% | +100 | New |
| Newton One Investments LLC | 100 | $8.33K | 0.00% | +100 | New |
| DecisionPoint Financial, LLC | 100 | $8.22K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 100 | $8.00K | 0.00% | +100 | New |
| Transamerica Financial Advisors, Inc. | 94 | $7.83K | 0.00% | +50+113.6% | Added |
| Birchbrook, Inc. | 93 | $7.75K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 91 | $7.58K | 0.00% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 90 | $7.50K | 0.00% | −15−14.3% | Reduced |
| IMA Wealth, Inc. | 90 | $7.50K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 85 | $7.08K | 0.00% | −388−82.0% | Reduced |
| Avion Wealth | 89 | $7.00K | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 82 | $6.83K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 81 | $6.75K | 0.00% | +81 | New |
| Caldwell Sutter Capital, Inc. | 80 | $6.67K | 0.00% | +80 | New |
| Winch Advisory Services, LLC | 76 | $6.33K | 0.00% | +76 | New |
| Murphy & Mullick Capital Management Corp | 71 | $5.95K | 0.00% | 00.0% | Unchanged |
| McDonald Partners LLC | 70 | $5.83K | 0.00% | +70 | New |
| NBH Bank | 70 | $5.83K | 0.00% | +70 | New |
| City Holding Co | 67 | $5.58K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 65 | $5.34K | 0.00% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 71 | $5.17K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 62 | $5.17K | 0.00% | +25+67.6% | Added |
| Nemes Rush Group LLC | 58 | $4.83K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 58 | $4.80K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 52 | $4.33K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 52 | $4.33K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 50 | $4.17K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 50 | $4.17K | 0.00% | −371−88.1% | Reduced |
| JNBA Financial Advisors | 48 | $4.00K | 0.00% | +48 | New |
| Hager Investment Management Services, LLC | 48 | $4.00K | 0.00% | +48 | New |
| Tounjian Advisory Partners, LLC | 45 | $3.75K | 0.00% | +45 | New |
| Highland Investment Advisors LLC | 45 | $3.75K | 0.00% | +45 | New |
| LifeSteps Financial, Inc. | 43 | $3.58K | 0.00% | +43 | New |
| Bogart Wealth, LLC | 41 | $3.42K | 0.00% | +23+127.8% | Added |
| Brown, Lisle/Cummings, Inc. | 40 | $3.31K | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 39 | $3.25K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 39 | $3.25K | 0.00% | 00.0% | Unchanged |
| Marshall Investment Management, LLC | 37 | $3.08K | 0.00% | +37 | New |
| Smithfield Trust Co | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 35 | $2.92K | 0.00% | −99−73.9% | Reduced |
| Meramec Financial Planners, LLC | 32 | $2.69K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 31 | $2.58K | 0.00% | +4+14.8% | Added |
| Quent Capital, LLC | 28 | $2.33K | 0.00% | +28 | New |
| SWAN Capital LLC | 27 | $2.25K | 0.00% | 00.0% | Unchanged |
| Monetary Solutions, Ltd | 26 | $2.17K | 0.00% | +26 | New |