| Concord Wealth Partners | 150 | $20.7K | 0.00% | −268−64.1% | Reduced |
| WFA of San Diego, LLC | 138 | $19.1K | 0.02% | +138 | New |
| Sachetta, LLC | 124 | $18.9K | 0.01% | +15+13.8% | Added |
| University of Texas/Texas Am Investment Managment Co | 136 | $18.8K | 0.00% | −136−50.0% | Reduced |
| Founders Capital Management | 132 | $18.3K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 128 | $17.7K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 128 | $17.7K | 0.00% | −124−49.2% | Reduced |
| HHM Wealth Advisors, LLC | 125 | $17.3K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 124 | $17.2K | 0.01% | +99+396.0% | Added |
| Bell Investment Advisors, Inc | 123 | $17.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 123 | $17.0K | 0.00% | +47+61.8% | Added |
| JFS Wealth Advisors, LLC | 122 | $16.9K | 0.00% | −4−3.2% | Reduced |
| Pacific Center for Financial Services | 111 | $15.4K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 111 | $15.4K | 0.00% | +41+58.6% | Added |
| Gradient Investments LLC | 111 | $15.4K | 0.00% | +66+146.7% | Added |
| Legacy Bridge, LLC | 110 | $15.2K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 109 | $15.1K | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 109 | $15.1K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 109 | $15.0K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 103 | $14.3K | 0.01% | +19+22.6% | Added |
| Kathleen S. Wright Associates Inc. | 102 | $14.1K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 101 | $14.0K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 100 | $13.8K | 0.01% | −301−75.1% | Reduced |
| Logan Capital Management Inc | 100 | $13.8K | 0.00% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 100 | $13.8K | 0.00% | +100 | New |
| ZRC Wealth Management, LLC | 96 | $13.3K | 0.01% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 93 | $12.9K | 0.06% | 00.0% | Unchanged |
| Addison Advisors LLC | 92 | $12.7K | 0.00% | +34+58.6% | Added |
| SOA Wealth Advisors, LLC. | 90 | $12.5K | 0.00% | −2−2.2% | Reduced |
| Ancora Advisors, LLC | 89 | $12.3K | 0.00% | +25+39.1% | Added |
| Abound Wealth Management | 87 | $12.1K | 0.00% | −5−5.4% | Reduced |
| Raffa Wealth Management, LLC | 83 | $11.5K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 82 | $11.4K | 0.00% | +14+20.6% | Added |
| Beacon Capital Management, LLC | 82 | $11.4K | 0.00% | +53+182.8% | Added |
| New England Capital Financial Advisors LLC | 79 | $10.9K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 75 | $10.4K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 75 | $10.4K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 71 | $9.83K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | – | $9.78K | 0.01% | – | – |
| RFP Financial Group LLC | 70 | $9.64K | 0.00% | −4−5.4% | Reduced |
| Rakuten Securities, Inc. | 67 | $9.28K | 0.00% | +53+378.6% | Added |
| Plante Moran Financial Advisors, LLC | 65 | $9.00K | 0.00% | 00.0% | Unchanged |
| Tacita Capital Inc | 65 | $9.00K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 62 | $8.59K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 60 | $8.31K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 60 | $8.31K | 0.00% | +5+9.1% | Added |
| Coston, McIsaac & Partners | 65 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 55 | $7.62K | 0.00% | −57−50.9% | Reduced |
| Triad Wealth Partners, LLC | 53 | $7.34K | 0.00% | +53 | New |
| Caldwell Sutter Capital, Inc. | 52 | $7.20K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 50 | $6.92K | 0.00% | −39−43.8% | Reduced |
| PSI Advisors, LLC | 50 | $6.92K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 49 | $6.79K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 48 | $6.65K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 46 | $6.37K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 45 | $6.23K | 0.00% | +45 | New |
| Wolff Wiese Magana LLC | 44 | $6.09K | 0.00% | +19+76.0% | Added |
| Avion Wealth | 50 | $6.00K | 0.00% | +16+47.1% | Added |
| Chilton Capital Management LLC | 42 | $5.82K | 0.00% | −83−66.4% | Reduced |
| Oakworth Capital, Inc. | 42 | $5.82K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 41 | $5.70K | 0.00% | +4+10.8% | Added |
| Chesapeake Asset Management LLC | 39 | $5.40K | 0.01% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 37 | $5.12K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 37 | $5.12K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 36 | $4.99K | 0.00% | +6+20.0% | Added |
| Kozak & Associates, Inc. | 36 | $4.92K | 0.00% | +1+2.9% | Added |
| Private Ocean, LLC | 34 | $4.71K | 0.00% | +11+47.8% | Added |
| Bullock Wealth Management Group | 33 | $4.61K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 34 | $4.60K | 0.00% | −3−8.1% | Reduced |
| Abich Financial Wealth Management LLC | 33 | $4.57K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 30 | $4.15K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 26 | $3.60K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 25 | $3.46K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 22 | $3.07K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 22 | $3.05K | 0.00% | +20+1,000.0% | Added |
| TruNorth Capital Management, LLC | 22 | $3.05K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 20 | $2.77K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 19 | $2.63K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 19 | $2.63K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 19 | $2.63K | 0.00% | +19 | New |
| Ruedi Wealth Management, Inc. | 19 | $2.63K | 0.00% | +19 | New |
| NVWM, LLC | 15 | $2.08K | 0.00% | +8+114.3% | Added |
| Hazlett, Burt & Watson, Inc. | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 14 | $1.94K | 0.00% | +14 | New |
| Wetzel Investment Advisors, Inc. | 13 | $1.94K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 12 | $1.66K | 0.00% | 00.0% | Unchanged |
| Motco | 12 | $1.66K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 10 | $1.39K | 0.00% | 00.0% | Unchanged |
| Vista Private Wealth Partners. LLC | 10 | $1.39K | 0.00% | +10 | New |
| ClariVest Asset Management LLC | 10 | $1.34K | 0.00% | −50−83.3% | Reduced |
| Aspire Private Capital, LLC | 10 | $1.33K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 8 | $1.05K | 0.00% | +4+100.0% | Added |
| Cherry Tree Wealth Management, LLC | 8 | $1.04K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 5 | $1.00K | 0.00% | +5 | New |
| Laurel Wealth Advisors LLC | 6 | $831 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 4 | $554 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 2 | $277 | 0.00% | +1+100.0% | Added |
| Financial Network Wealth Advisors LLC | 2 | $277 | 0.00% | +2 | New |
| Northwest Capital Management Inc | 2 | $215 | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 1 | $138 | 0.00% | +1 | New |
