| Bartlett & Co. Wealth Management LLC | 91 | $16.8K | 0.00% | +85+1,416.7% | Added |
| Sankala Group LLC | 75 | $16.2K | 0.01% | +75 | New |
| Bullock Wealth Management Group | 85 | $16.1K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 85 | $15.7K | 0.00% | +21+32.8% | Added |
| Action Point Financial Planning, LLC | 85 | $15.3K | 0.00% | +85 | New |
| Meeder Asset Management Inc | 83 | $15.3K | 0.00% | −80−49.1% | Reduced |
| JPL Wealth Management, LLC | 79 | $14.6K | 0.00% | +2+2.6% | Added |
| Park Place Capital Corp | 73 | $13.5K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 70 | $12.9K | 0.01% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 64 | $11.8K | 0.01% | +64 | New |
| Fairscale Capital, LLC | 63 | $11.6K | 0.01% | 00.0% | Unchanged |
| High Note Wealth, LLC | 58 | $10.7K | 0.00% | +24+70.6% | Added |
| Atlantic Trust, LLC | 58 | $10.7K | 0.00% | +28+93.3% | Added |
| Miller Global Investments, LLC | 56 | $10.3K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 56 | $10.3K | 0.00% | +30+115.4% | Added |
| Capital Advisors, Ltd. LLC | 54 | $10.0K | 0.00% | +11+25.6% | Added |
| Signature Equity Partners, LLC | 52 | $9.60K | 0.00% | −24−31.6% | Reduced |
| Evolution Wealth Management Inc. | 51 | $9.41K | 0.01% | +15+41.7% | Added |
| Tradewinds Capital Management, LLC | 50 | $9.23K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 50 | $9.23K | 0.01% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 50 | $9.23K | 0.00% | +25+100.0% | Added |
| Ogorek Anthony Joseph | 49 | $9.00K | 0.00% | +2+4.3% | Added |
| Prestige Wealth Management Group LLC | 48 | $8.86K | 0.00% | +2+4.3% | Added |
| Kilter Group LLC | 48 | $8.86K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 46 | $8.49K | 0.00% | +30+187.5% | Added |
| Highline Wealth Partners LLC | 46 | $8.49K | 0.00% | +1+2.2% | Added |
| Synergy Investment Management, LLC | 43 | $8.32K | 0.00% | −152−77.9% | Reduced |
| Creative Financial Designs Inc | 45 | $8.30K | 0.00% | −20−30.8% | Reduced |
| Altshuler Shaham Ltd | 45 | $8.30K | 0.00% | +17+60.7% | Added |
| Truvestments Capital LLC | 44 | $8.12K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 43 | $7.93K | 0.00% | +5+13.2% | Added |
| DT Investment Partners, LLC | 41 | $7.57K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 41 | $7.57K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 41 | $7.57K | 0.00% | +34+485.7% | Added |
| Strategic Wealth Partners, Ltd. | 40 | $7.38K | 0.00% | −6−13.0% | Reduced |
| Capital Analysts, LLC | 37 | $7.00K | 0.00% | −5−11.9% | Reduced |
| J.Safra Asset Management Corp | 36 | $6.64K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 35 | $6.46K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 35 | $6.46K | 0.00% | +35 | New |
| Westfuller Advisors, LLC | 33 | $6.09K | 0.00% | −48−59.3% | Reduced |
| Strategic Wealth Advisors LLC | 30 | $6.00K | 0.01% | 00.0% | Unchanged |
| Sherman Asset Management, Inc. | 32 | $5.91K | 0.00% | +12+60.0% | Added |
| Asset Dedication, LLC | 30 | $5.54K | 0.00% | +30 | New |
| Principia Wealth Advisory, LLC | 29 | $5.35K | 0.00% | −1−3.3% | Reduced |
| Marquette Asset Management, LLC | 28 | $5.17K | 0.00% | −24−46.2% | Reduced |
| South State Corp. | 27 | $4.98K | 0.00% | −4−12.9% | Reduced |
| Raffa Wealth Management, LLC | 27 | $4.98K | 0.00% | −10−27.0% | Reduced |
| Eukles Asset Management | 27 | $4.98K | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 26 | $4.80K | 0.00% | −30−53.6% | Reduced |
| IMA Wealth, Inc. | 26 | $4.80K | 0.00% | +10+62.5% | Added |
| BOK Financial Private Wealth, Inc. | 26 | $4.80K | 0.00% | +26 | New |
| POM Investment Strategies, LLC | 26 | $4.80K | 0.01% | +26 | New |
| Rialto Wealth Management, LLC | 25 | $4.61K | 0.00% | +19+316.7% | Added |
| Retirement Wealth Solutions LLC | 24 | $4.43K | 0.00% | −3−11.1% | Reduced |
| Bay Harbor Wealth Management, LLC | 24 | $4.43K | 0.00% | +5+26.3% | Added |
| SOA Wealth Advisors, LLC. | 24 | $4.43K | 0.00% | +24 | New |
| Abound Wealth Management | 23 | $4.27K | 0.00% | −34−59.6% | Reduced |
| Grove Bank & Trust | 22 | $4.06K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 22 | $4.06K | 0.00% | 00.0% | Unchanged |
| Allied Private Wealth LLC | 20 | $3.88K | 0.00% | +20 | New |
| Clark Wealth Partners | 21 | $3.88K | 0.00% | +18+600.0% | Added |
| Vanguard National Trust Co | 21 | $3.88K | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 20 | $3.69K | 0.00% | +20 | New |
| Ares Financial Consulting, LLC | 20 | $3.69K | 0.00% | +20 | New |
| DiNuzzo Private Wealth, Inc. | 19 | $3.51K | 0.00% | +2+11.8% | Added |
| American Capital Advisory, LLC | 19 | $3.51K | 0.00% | +4+26.7% | Added |
| Country Trust Bank | 19 | $3.51K | 0.00% | +19 | New |
| Colonial Trust Co | 19 | $3.50K | 0.00% | +4+26.7% | Added |
| ZRC Wealth Management, LLC | 18 | $3.32K | 0.00% | −53−74.6% | Reduced |
| Strive Financial Group ,LLC | 18 | $3.32K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 22 | $3.30K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 16 | $2.95K | 0.00% | −11−40.7% | Reduced |
| Salem Investment Counselors Inc | 16 | $2.95K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 16 | $2.95K | 0.00% | +16 | New |
| Triumph Capital Management | 16 | $2.95K | 0.00% | +6+60.0% | Added |
| Prosperity Bancshares Inc | 16 | $2.95K | 0.00% | +16 | New |
| Brown, Lisle/Cummings, Inc. | 15 | $2.77K | 0.00% | +9+150.0% | Added |
| Winch Advisory Services, LLC | 14 | $2.58K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 14 | $2.58K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 14 | $2.58K | 0.00% | +14 | New |
| Planning Strategies Inc. | 14 | $2.58K | 0.00% | +14 | New |
| Cape Investment Advisory, Inc. | 12 | $2.21K | 0.00% | +12 | New |
| NBT Bank N A | 12 | $2.21K | 0.00% | 00.0% | Unchanged |
| PlanVest Financial, Inc | 12 | $2.21K | 0.00% | 00.0% | Unchanged |
| Vanguard Advisers Inc | 12 | $2.21K | 0.00% | +12 | New |
| Montag A & Associates Inc | 11 | $2.11K | 0.00% | 00.0% | Unchanged |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 11 | $2.03K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 11 | $2.03K | 0.00% | +6+120.0% | Added |
| FNY Investment Advisers, LLC | 16 | $2.00K | 0.00% | +16 | New |
| TFC Financial Management | 10 | $1.85K | 0.00% | −91−90.1% | Reduced |
| Berkshire Capital Holdings Inc | 10 | $1.84K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 10 | $1.84K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 9 | $1.66K | 0.00% | +6+200.0% | Added |
| Ameriflex Group, Inc. | 9 | $1.66K | 0.00% | +8+800.0% | Added |
| Motco | 9 | $1.66K | 0.00% | +9 | New |
| SWAN Capital LLC | 9 | $1.58K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 8 | $1.48K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 8 | $1.48K | 0.00% | +8 | New |
| PayPay Securities Corp | 7 | $1.29K | 0.05% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 7 | $1.29K | 0.00% | 00.0% | Unchanged |