| Raffa Wealth Management, LLC | 118 | $11.1K | 0.00% | −85−41.9% | Reduced |
| Bellevue Asset Management, LLC | 114 | $10.7K | 0.00% | +14+14.0% | Added |
| Wolff Wiese Magana LLC | 113 | $10.6K | 0.00% | +18+18.9% | Added |
| Golden State Wealth Management, LLC | 112 | $10.5K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 112 | $10.5K | 0.01% | +53+89.8% | Added |
| Hazlett, Burt & Watson, Inc. | 103 | $10.0K | 0.00% | +1+1.0% | Added |
| Cheviot Value Management, LLC | 100 | $9.37K | 0.00% | −100−50.0% | Reduced |
| Fortis Group Advisors, LLC | 100 | $9.37K | 0.00% | 00.0% | Unchanged |
| Syntax Research, Inc. | 100 | $9.37K | 0.01% | 00.0% | Unchanged |
| Vision Retirement, LLC | 100 | $9.37K | 0.00% | 00.0% | Unchanged |
| Bayban | 100 | $9.37K | 0.01% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 94 | $8.80K | 0.00% | 00.0% | Unchanged |
| Commonwealth Retirement Investments LLC | 94 | $8.76K | 0.00% | +94 | New |
| Stone House Investment Management, LLC | 93 | $8.71K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 92 | $8.62K | 0.00% | −6,159−98.5% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 91 | $8.52K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 90 | $8.43K | 0.00% | 00.0% | Unchanged |
| Downshift Financial, LLC | 90 | $8.43K | 0.00% | +90 | New |
| Dogwood Wealth Management LLC | 87 | $8.15K | 0.00% | +51+141.7% | Added |
| Colonial Trust Advisors | 86 | $8.05K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 84 | $7.87K | 0.00% | +8+10.5% | Added |
| Wealth Enhancement Trust Services, Inc. | 78 | $7.30K | 0.00% | +78 | New |
| Brown, Lisle/Cummings, Inc. | 77 | $7.21K | 0.00% | −12−13.5% | Reduced |
| PlanVest Financial, Inc | 75 | $7.06K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 75 | $7.00K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 71 | $7.00K | 0.00% | +4+6.0% | Added |
| TFC Financial Management | 74 | $6.93K | 0.00% | +2+2.8% | Added |
| Heritage Wealth Advisors | 70 | $6.56K | 0.00% | −50−41.7% | Reduced |
| Lodestone Wealth Management LLC | 69 | $6.49K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 68 | $6.37K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 68 | $6.37K | 0.02% | −585−89.6% | Reduced |
| HFM Investment Advisors, LLC | 67 | $6.28K | 0.00% | +33+97.1% | Added |
| Southern Michigan Bank & Trust | 66 | $6.18K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 65 | $6.09K | 0.00% | −137−67.8% | Reduced |
| Merrithew & Thorsten Inc | 72 | $6.00K | 0.01% | +1+1.4% | Added |
| Bruce G. Allen Investments, LLC | 64 | $5.99K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 63 | $5.90K | 0.00% | +63 | New |
| Harbor Investment Advisory, LLC | 62 | $5.81K | 0.00% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 62 | $5.81K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 59 | $5.53K | 0.00% | 00.0% | Unchanged |
| Highland Investment Advisors LLC | 57 | $5.34K | 0.00% | +57 | New |
| DecisionPoint Financial, LLC | 57 | $5.30K | 0.00% | +14+32.6% | Added |
| Strive Financial Group ,LLC | 55 | $5.15K | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 54 | $5.06K | 0.00% | +54 | New |
| Penserra Capital Management LLC | 54 | $5.00K | 0.00% | −21,197−99.7% | Reduced |
| Entrust Financial LLC | 53 | $4.96K | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 53 | $4.96K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 52 | $4.84K | 0.00% | +52 | New |
| Tounjian Advisory Partners, LLC | 51 | $4.75K | 0.00% | +51 | New |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 50 | $4.68K | 0.00% | −15,600−99.7% | Reduced |
| Atwood & Palmer Inc | 50 | $4.68K | 0.00% | −23−31.5% | Reduced |
| SWAN Capital LLC | 50 | $4.68K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 50 | $4.68K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 49 | $4.59K | 0.00% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 49 | $4.59K | 0.00% | +49 | New |
| 1015 Capital Partners, LLC | 48 | $4.50K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 48 | $4.50K | 0.00% | +48 | New |
| Archer Investment Corp | 47 | $4.40K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 46 | $4.31K | 0.00% | +6+15.0% | Added |
| Washington Trust Advisors, Inc. | 45 | $4.21K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 45 | $4.21K | 0.00% | +16+55.2% | Added |
| DHJJ Financial Advisors, Ltd. | 43 | $4.03K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 43 | $4.03K | 0.00% | 00.0% | Unchanged |
| Luminist Capital LLC | 30 | $3.75K | 0.00% | +30 | New |
| RMG Wealth Management LLC | 41 | $3.69K | 0.00% | +41 | New |
| Financial Management Professionals, Inc. | 39 | $3.65K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 39 | $3.65K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 39 | $3.65K | 0.00% | +7+21.9% | Added |
| Meramec Financial Planners, LLC | 40 | $3.47K | 0.00% | +30+300.0% | Added |
| Dunhill Financial, LLC | 35 | $3.32K | 0.00% | +17+94.4% | Added |
| Toth Financial Advisory Corp | 34 | $3.20K | 0.00% | −3−8.1% | Reduced |
| Independence Bank of Kentucky | 30 | $2.81K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 29 | $2.72K | 0.00% | +7+31.8% | Added |
| Caldwell Sutter Capital, Inc. | 28 | $2.62K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 28 | $2.62K | 0.00% | 00.0% | Unchanged |
| Friedenthal Financial | 26 | $2.42K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 25 | $2.34K | 0.00% | −2,826−99.1% | Reduced |
| Operose Advisors LLC | 25 | $2.33K | 0.00% | +25 | New |
| Smallwood Wealth Investment Management, LLC | 24 | $2.30K | 0.00% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 24 | $2.23K | 0.00% | +24 | New |
| Leo H. Evart, Inc. | 23 | $2.14K | 0.00% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 22 | $2.06K | 0.00% | +3+15.8% | Added |
| Navigoe, LLC | 25 | $2.00K | 0.00% | +25 | New |
| Princeton Global Asset Management LLC | 21 | $1.93K | 0.00% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 20 | $1.87K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 18 | $1.69K | 0.00% | −7−28.0% | Reduced |
| Quaker Wealth Management, LLC | 18 | $1.69K | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 18 | $1.69K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 18 | $1.69K | 0.00% | +18 | New |
| Buck Wealth Strategies, LLC | 18 | $1.69K | 0.00% | +18 | New |
| Asset Planning,Inc | 18 | $1.69K | 0.00% | +18 | New |
| Torren Management, LLC | 17 | $1.62K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 15 | $1.42K | 0.00% | +15 | New |
| Three Bearings Fiduciary Advisors, Inc. | 15 | $1.41K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 15 | $1.41K | 0.00% | +10+200.0% | Added |
| PayPay Securities Corp | 14 | $1.31K | 0.05% | −1−6.7% | Reduced |
| Mosley Wealth Management | 14 | $1.31K | 0.00% | +14 | New |
| ORG Wealth Partners, LLC | 13 | $1.24K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 12 | $1.12K | 0.00% | +12 | New |
| Spectrum Wealth Advisory Group, LLC | 10 | $939 | 0.00% | +10 | New |