| Twin Lakes Capital Management, LLC | 152 | $16.2K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 142 | $15.2K | 0.00% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 136 | $14.6K | 0.00% | +20+17.2% | Added |
| Bay Harbor Wealth Management, LLC | 136 | $14.6K | 0.00% | +45+49.5% | Added |
| Ogorek Anthony Joseph | 133 | $14.0K | 0.00% | 00.0% | Unchanged |
| Joseph Group Capital Management | 127 | $13.6K | 0.00% | +48+60.8% | Added |
| Avion Wealth | 129 | $13.0K | 0.00% | +30+30.3% | Added |
| Bare Financial Services, Inc | 115 | $12.3K | 0.00% | +100+666.7% | Added |
| Raleigh Capital Management Inc. | 113 | $12.1K | 0.00% | +3+2.7% | Added |
| TIAA Wealth Investment Management LLC | 110 | $11.8K | 0.00% | +110 | New |
| Prestige Wealth Management Group LLC | 110 | $11.8K | 0.00% | +10+10.0% | Added |
| High Note Wealth, LLC | 110 | $11.8K | 0.00% | +56+103.7% | Added |
| Marquette Asset Management, LLC | 108 | $11.6K | 0.00% | +71+191.9% | Added |
| Rexford Capital Inc | 107 | $11.4K | 0.01% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 107 | $11.4K | 0.00% | +11+11.5% | Added |
| Newbridge Financial Services Group, Inc. | 107 | $11.4K | 0.00% | +1+0.9% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 102 | $10.9K | 0.00% | 00.0% | Unchanged |
| Imprint Wealth LLC | 101 | $10.8K | 0.04% | −2,577−96.2% | Reduced |
| SJS Investment Consulting Inc. | 100 | $10.7K | 0.00% | −19−16.0% | Reduced |
| St Germain D J Co Inc | 100 | $10.7K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 100 | $10.7K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 98 | $10.5K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 96 | $10.3K | 0.00% | −202−67.8% | Reduced |
| Bogart Wealth, LLC | 96 | $10.3K | 0.00% | +19+24.7% | Added |
| Brown, Lisle/Cummings, Inc. | 93 | $9.96K | 0.00% | −26−21.8% | Reduced |
| Rialto Wealth Management, LLC | 93 | $9.95K | 0.00% | +18+24.0% | Added |
| Buck Wealth Strategies, LLC | 92 | $9.80K | 0.00% | +92 | New |
| Quent Capital, LLC | 89 | $9.52K | 0.00% | −58−39.5% | Reduced |
| Westside Investment Management, Inc. | 88 | $9.42K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 86 | $9.20K | 0.00% | +22+34.4% | Added |
| SBI Securities Co., Ltd. | 84 | $8.99K | 0.00% | −99−54.1% | Reduced |
| Godfrey Financial Associates, Inc. | 84 | $8.99K | 0.01% | 00.0% | Unchanged |
| SHP Wealth Management | 81 | $8.66K | 0.00% | +21+35.0% | Added |
| JPL Wealth Management, LLC | 80 | $8.56K | 0.00% | −130−61.9% | Reduced |
| Bartlett & Co. Wealth Management LLC | 76 | $8.13K | 0.00% | +25+49.0% | Added |
| Frazier Financial Advisors, LLC | 74 | $7.92K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 74 | $7.92K | 0.00% | +10+15.6% | Added |
| LGT Financial Advisors LLC | 73 | $7.80K | 0.04% | +1+1.4% | Added |
| Creative Capital Management Investments LLC | 72 | $7.70K | 0.00% | +72 | New |
| MJT & Associates Financial Advisory Group, Inc. | 68 | $7.28K | 0.00% | +1+1.5% | Added |
| Cranbrook Wealth Management, LLC | 59 | $6.31K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 59 | $6.31K | 0.00% | +12+25.5% | Added |
| Whipplewood Advisors, LLC | 58 | $6.21K | 0.00% | −114−66.3% | Reduced |
| Trust Co of Vermont | 57 | $6.10K | 0.00% | +57 | New |
| Penserra Capital Management LLC | 57 | $6.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 54 | $5.78K | 0.00% | +17+45.9% | Added |
| SOA Wealth Advisors, LLC. | 5,766 | $5.77K | 0.00% | +5,766 | New |
| Vanguard National Trust Co | 53 | $5.67K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 52 | $5.56K | 0.00% | −2−3.7% | Reduced |
| McGuire Capital Advisors Inc | 50 | $5.35K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 49 | $5.24K | 0.00% | +2+4.3% | Added |
| IFG Advisory, LLC | 48 | $5.14K | 0.00% | +48 | New |
| Toth Financial Advisory Corp | 45 | $4.82K | 0.00% | −8−15.1% | Reduced |
| Clark Wealth Partners | 45 | $4.82K | 0.00% | −1−2.2% | Reduced |
| Fourth Dimension Wealth, LLC | 45 | $4.82K | 0.00% | +45 | New |
| Valley National Advisers Inc | 40 | $4.28K | 0.00% | +3+8.1% | Added |
| HFM Investment Advisors, LLC | 40 | $4.28K | 0.00% | +21+110.5% | Added |
| Lloyd Advisory Services, LLC. | 39 | $4.17K | 0.00% | +39 | New |
| WestEnd Advisors, LLC | 38 | $4.07K | 0.00% | +38 | New |
| Kilter Group LLC | 36 | $3.85K | 0.00% | −34−48.6% | Reduced |
| Planning Strategies Inc. | 36 | $3.85K | 0.00% | +36 | New |
| American Capital Advisory, LLC | 35 | $3.75K | 0.00% | +7+25.0% | Added |
| Richard W. Paul & Associates, LLC | 34 | $3.64K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 34 | $3.64K | 0.00% | +21+161.5% | Added |
| Principia Wealth Advisory, LLC | 33 | $3.53K | 0.00% | +2+6.5% | Added |
| Creative Financial Designs Inc | 29 | $3.10K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 29 | $3.10K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 28 | $3.00K | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 25 | $2.67K | 0.00% | −30−54.5% | Reduced |
| WPG Advisers, LLC | 25 | $2.67K | 0.00% | −6−19.4% | Reduced |
| Golden State Equity Partners | 24 | $2.57K | 0.01% | −39−61.9% | Reduced |
| Fairman Group, LLC | 24 | $2.57K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 23 | $2.46K | 0.00% | +7+43.8% | Added |
| Park Square Financial Group, LLC | 22 | $2.35K | 0.02% | −8−26.7% | Reduced |
| Basepoint Wealth LLC | 22 | $2.30K | 0.00% | +1+4.8% | Added |
| Aviso Financial Inc. | 21 | $2.25K | 0.00% | −1,434−98.6% | Reduced |
| CBIZ Investment Advisory Services, LLC | 21 | $2.22K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 20 | $2.14K | 0.00% | −7−25.9% | Reduced |
| St. Johns Investment Management Company, LLC | 20 | $2.14K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 20 | $2.14K | 0.00% | +20 | Added |
| Aventura Private Wealth, LLC | 19 | $2.03K | 0.00% | +19 | New |
| Davis Capital Management | 18 | $1.93K | 0.00% | +18 | New |
| Washington Trust Advisors, Inc. | 17 | $1.82K | 0.00% | −16−48.5% | Reduced |
| Cape Investment Advisory, Inc. | 17 | $1.82K | 0.00% | +17 | New |
| IMG Wealth Management, Inc. | 17 | $1.82K | 0.00% | +17 | New |
| Retirement Wealth Solutions LLC | 16 | $1.71K | 0.00% | −3−15.8% | Reduced |
| POM Investment Strategies, LLC | 16 | $1.71K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 16 | $1.68K | 0.00% | +9+128.6% | Added |
| WealthCollab, LLC | 15 | $1.60K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 15 | $1.60K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 15 | $1.60K | 0.00% | +5+50.0% | Added |
| Manning & Napier Advisors LLC | 14 | $1.52K | 0.00% | −73−83.9% | Reduced |
| TD Capital Management LLC | 13 | $1.41K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 13 | $1.39K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 13 | $1.39K | 0.00% | +13 | New |
| Aspect Partners, LLC | 12 | $1.28K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 12 | $1.28K | 0.00% | +12 | New |
| Synergy Investment Management, LLC | 12 | $1.20K | 0.00% | +12 | New |
| Elevated Capital Advisors, LLC | 11 | $1.18K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 10 | $1.08K | 0.00% | −5,928−99.8% | Reduced |