| Highline Wealth Partners LLC | 206 | $17.0K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 206 | $16.9K | 0.01% | +1+0.5% | Added |
| Addison Advisors LLC | 205 | $16.9K | 0.01% | −683−76.9% | Reduced |
| Bryn Mawr Trust Co | 200 | $16.5K | 0.00% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 200 | $16.5K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 200 | $16.5K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 184 | $15.2K | 0.00% | +4+2.2% | Added |
| SJS Investment Consulting Inc. | 183 | $15.1K | 0.00% | +103+128.8% | Added |
| Transamerica Financial Advisors, Inc. | 178 | $14.7K | 0.00% | +161+947.1% | Added |
| Robinswood Financial LLC | 178 | $14.7K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 174 | $14.2K | 0.00% | +174 | New |
| Asset Dedication, LLC | 162 | $13.3K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 162 | $13.3K | 0.00% | +38+30.6% | Added |
| Brown, Lisle/Cummings, Inc. | 161 | $13.3K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 158 | $13.0K | 0.00% | +158 | New |
| Cape Investment Advisory, Inc. | 158 | $13.0K | 0.00% | +158 | New |
| LRI Investments, LLC | 155 | $12.8K | 0.00% | +43+38.4% | Added |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 149 | $12.3K | 0.01% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 144 | $11.9K | 0.00% | −13−8.3% | Reduced |
| Retirement Wealth Solutions LLC | 137 | $11.3K | 0.01% | +36+35.6% | Added |
| New England Capital Financial Advisors LLC | 135 | $11.2K | 0.00% | −168−55.4% | Reduced |
| Signature Equity Partners, LLC | 135 | $11.1K | 0.01% | +18+15.4% | Added |
| GW&K Investment Management, LLC | 134 | $11.0K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 133 | $10.9K | 0.00% | −1−0.7% | Reduced |
| Newbridge Financial Services Group, Inc. | 133 | $10.9K | 0.00% | +1+0.8% | Added |
| Nisa Investment Advisors, LLC | 131 | $10.8K | 0.00% | +31+31.0% | Added |
| Manning & Napier Advisors LLC | 128 | $10.7K | 0.00% | +1+0.8% | Added |
| Essential Partners LLC | 127 | $10.5K | 0.00% | +13+11.4% | Added |
| MCF Advisors LLC | 125 | $10.3K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 124 | $10.2K | 0.00% | +48+63.2% | Added |
| Plante Moran Financial Advisors, LLC | 123 | $10.1K | 0.00% | +47+61.8% | Added |
| UMA Financial Services, Inc. | 117 | $9.64K | 0.00% | −7−5.6% | Reduced |
| Costello Asset Management, INC | 116 | $9.54K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 115 | $9.48K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 111 | $9.15K | 0.01% | −221−66.6% | Reduced |
| Acumen Wealth Advisors, LLC | 110 | $9.06K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 107 | $8.82K | 0.00% | +107 | New |
| Cornerstone Planning Group LLC | 103 | $8.56K | 0.00% | +6+6.2% | Added |
| United Financial Planning Group LLC | 103 | $8.49K | 0.00% | +103 | New |
| Gill Capital Partners, LLC | 100 | $8.24K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 100 | $8.24K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 100 | $8.24K | 0.00% | 00.0% | Unchanged |
| Kings Path Partners LLC | 100 | $8.24K | 0.00% | 00.0% | Unchanged |
| PlanVest Financial, Inc | 100 | $8.24K | 0.01% | 00.0% | Unchanged |
| Aviso Financial Inc. | 100 | $8.24K | 0.00% | +100 | New |
| WPG Advisers, LLC | 99 | $8.16K | 0.00% | −34−25.6% | Reduced |
| Ninety One UK Ltd | 99 | $8.16K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 96 | $7.91K | 0.00% | +16+20.0% | Added |
| Creative Financial Designs Inc | 86 | $7.09K | 0.00% | −76−46.9% | Reduced |
| Farmers & Merchants Investments Inc | 85 | $7.00K | 0.00% | −83−49.4% | Reduced |
| Zions Bancorporation, National Association | 85 | $7.00K | 0.00% | −7−7.6% | Reduced |
| Principia Wealth Advisory, LLC | 82 | $6.76K | 0.00% | +14+20.6% | Added |
| Leonteq Securities AG | 77 | $6.34K | 0.00% | −300−79.6% | Reduced |
| HighMark Wealth Management LLC | 77 | $6.34K | 0.00% | −14−15.4% | Reduced |
| North Star Investment Management Corp. | 73 | $6.01K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 69 | $6.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 70 | $5.77K | 0.00% | +63+900.0% | Added |
| Nemes Rush Group LLC | 68 | $5.60K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 63 | $5.19K | 0.00% | +36+133.3% | Added |
| Insight Financial Services | 61 | $5.03K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 55 | $4.53K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 54 | $4.41K | 0.00% | +1+1.9% | Added |
| MV Capital Management, Inc. | 51 | $4.20K | 0.00% | −13−20.3% | Reduced |
| TD Capital Management LLC | 50 | $4.12K | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 50 | $4.12K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 50 | $4.12K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 49 | $4.04K | 0.00% | +49 | New |
| Vermillion Wealth Management, Inc. | 47 | $3.87K | 0.00% | 00.0% | Unchanged |
| Peterson Wealth Services | 47 | $3.87K | 0.00% | +47 | New |
| Federated Hermes, Inc. | 45 | $3.71K | 0.00% | 00.0% | Unchanged |
| Bayban | 42 | $3.46K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 41 | $3.38K | 0.00% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 38 | $3.09K | 0.00% | +38 | New |
| Capital Analysts, LLC | 33 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 35 | $2.88K | 0.00% | 00.0% | Unchanged |
| Motco | 33 | $2.72K | 0.00% | +33 | New |
| Allied Private Wealth LLC | 34 | $2.69K | 0.00% | +34 | New |
| Tounjian Advisory Partners, LLC | 31 | $2.55K | 0.00% | +31 | New |
| Buck Wealth Strategies, LLC | 30 | $2.47K | 0.00% | +30 | New |
| St. Johns Investment Management Company, LLC | 25 | $2.06K | 0.00% | 00.0% | Unchanged |
| City State Bank | 25 | $2.06K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 24 | $2.01K | 0.00% | +24 | New |
| Smithfield Trust Co | 22 | $2.00K | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 24 | $1.98K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 23 | $1.90K | 0.00% | +23 | New |
| Highland Investment Advisors LLC | 23 | $1.90K | 0.00% | +23 | New |
| Financial Network Wealth Advisors LLC | 22 | $1.81K | 0.00% | +5+29.4% | Added |
| Strive Financial Group ,LLC | 21 | $1.73K | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 20 | $1.65K | 0.00% | +20 | New |
| Lodestone Wealth Management LLC | 19 | $1.57K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 20 | $1.41K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 17 | $1.40K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 16 | $1.32K | 0.00% | +16 | New |
| 1620 Investment Advisors, Inc. | 15 | $1.24K | 0.00% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 15 | $1.19K | 0.00% | −27−64.3% | Reduced |
| Mosley Wealth Management | 14 | $1.15K | 0.00% | +14 | New |
| Chesapeake Asset Management LLC | 13 | $1.07K | 0.00% | +13 | New |
| Breakwater Investment Management | 11 | $907 | 0.00% | +11 | New |
| Trust Co | 10 | $824 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 9 | $742 | 0.00% | +9 | New |