| United Financial Planning Group LLC | 91 | $7.18K | 0.00% | +91 | New |
| Covestor Ltd | 83 | $7.00K | 0.00% | −19−18.6% | Reduced |
| Albion Financial Group | 88 | $6.95K | 0.00% | 00.0% | Unchanged |
| Vanguard National Trust Co | 84 | $6.63K | 0.00% | +34+68.0% | Added |
| Atlantic Trust, LLC | 82 | $6.47K | 0.00% | −1,800−95.6% | Reduced |
| Johnson Financial Group, Inc. | 81 | $6.39K | 0.00% | −53−39.6% | Reduced |
| JNBA Financial Advisors | 80 | $6.32K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 80 | $6.32K | 0.00% | +9+12.7% | Added |
| SOA Wealth Advisors, LLC. | 4,734 | $6.29K | 0.00% | +4,714+23,570.0% | Added |
| Activest Wealth Management | 79 | $6.24K | 0.00% | −23−22.5% | Reduced |
| Fairscale Capital, LLC | 79 | $6.24K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 78 | $6.16K | 0.00% | −6,447−98.8% | Reduced |
| Anchor Investment Management, LLC | 78 | $6.16K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 75 | $5.92K | 0.00% | +61+435.7% | Added |
| Ares Financial Consulting, LLC | 75 | $5.92K | 0.00% | +15+25.0% | Added |
| UMA Financial Services, Inc. | 74 | $5.84K | 0.00% | +1+1.4% | Added |
| Raffa Wealth Management, LLC | 74 | $5.84K | 0.00% | +9+13.8% | Added |
| Financial Management Professionals, Inc. | 73 | $5.76K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 72 | $5.68K | 0.00% | −14−16.3% | Reduced |
| Ogorek Anthony Joseph | 72 | $5.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 69 | $5.00K | 0.00% | +25+56.8% | Added |
| Manchester Capital Management LLC | 63 | $4.97K | 0.00% | −23−26.7% | Reduced |
| Salem Investment Counselors Inc | 62 | $4.91K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 61 | $4.82K | 0.00% | +13+27.1% | Added |
| Brown, Lisle/Cummings, Inc. | 60 | $4.74K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 59 | $4.67K | 0.00% | −14−19.2% | Reduced |
| MCF Advisors LLC | 57 | $4.50K | 0.00% | +57 | New |
| Ameriflex Group, Inc. | 57 | $4.50K | 0.00% | +57 | New |
| South State Corp. | 55 | $4.34K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 55 | $4.34K | 0.00% | +45+450.0% | Added |
| Westfuller Advisors, LLC | 54 | $4.25K | 0.00% | −61−53.0% | Reduced |
| WPG Advisers, LLC | 53 | $4.18K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 50 | $4.12K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 51 | $4.03K | 0.00% | −5−8.9% | Reduced |
| Crews Bank & Trust | 50 | $3.95K | 0.00% | −61−55.0% | Reduced |
| Action Point Financial Planning, LLC | 52 | $3.95K | 0.00% | +52 | New |
| Cape Investment Advisory, Inc. | 49 | $3.87K | 0.00% | +49 | New |
| Cornerstone Financial Management LLC | 48 | $3.79K | 0.00% | +26+118.2% | Added |
| Silver Grove Financial Group, Inc. | 48 | $3.79K | 0.00% | +48 | New |
| Twin Lakes Capital Management, LLC | 48 | $3.76K | 0.00% | +1+2.1% | Added |
| Bare Financial Services, Inc | 47 | $3.71K | 0.00% | +4+9.3% | Added |
| Rialto Wealth Management, LLC | 47 | $3.71K | 0.00% | +34+261.5% | Added |
| Signature Resources Capital Management, LLC | 45 | $3.55K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 45 | $3.55K | 0.00% | +23+104.5% | Added |
| Essential Partners LLC | 44 | $3.47K | 0.00% | +19+76.0% | Added |
| Financial Consulate, Inc | 40 | $3.18K | 0.00% | −39−49.4% | Reduced |
| Caitlin John, LLC | 39 | $3.05K | 0.00% | +1+2.6% | Added |
| Alerus Financial NA | 37 | $2.92K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 34 | $2.68K | 0.00% | +34 | New |
| Bell Investment Advisors, Inc | 33 | $2.61K | 0.00% | +6+22.2% | Added |
| Asset Dedication, LLC | 32 | $2.53K | 0.00% | −470−93.6% | Reduced |
| Geneos Wealth Management Inc. | 31 | $2.45K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 30 | $2.37K | 0.00% | −81−73.0% | Reduced |
| J.Safra Asset Management Corp | 30 | $2.37K | 0.00% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 30 | $2.37K | 0.01% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 25 | $2.19K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 27 | $2.13K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 27 | $2.13K | 0.00% | +7+35.0% | Added |
| Penserra Capital Management LLC | 27 | $2.00K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 25 | $1.97K | 0.00% | +11+78.6% | Added |
| Creative Capital Management Investments LLC | 25 | $1.97K | 0.00% | +25 | New |
| Financial Perspectives, Inc | 25 | $1.97K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 24 | $1.90K | 0.00% | −5−17.2% | Reduced |
| High Note Wealth, LLC | 24 | $1.90K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 24 | $1.90K | 0.00% | +1+4.3% | Added |
| Princeton Global Asset Management LLC | 24 | $1.90K | 0.00% | +24 | New |
| Center for Financial Planning, Inc. | 23 | $1.84K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 21 | $1.67K | 0.00% | +7+50.0% | Added |
| Caldwell Sutter Capital, Inc. | 21 | $1.66K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 20 | $1.58K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 20 | $1.58K | 0.00% | +20 | New |
| JPL Wealth Management, LLC | 19 | $1.50K | 0.00% | +16+533.3% | Added |
| 1015 Capital Partners, LLC | 19 | $1.50K | 0.00% | +4+26.7% | Added |
| Transamerica Financial Advisors, Inc. | 18 | $1.42K | 0.00% | −201−91.8% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 18 | $1.42K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 16 | $1.26K | 0.00% | +16 | New |
| Planning Strategies Inc. | 16 | $1.26K | 0.00% | +16 | New |
| Archer Investment Corp | 15 | $1.22K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 15 | $1.18K | 0.00% | −6−28.6% | Reduced |
| Gen-Wealth Partners Inc | 15 | $1.18K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 15 | $1.18K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 14 | $1.11K | 0.00% | +11+366.7% | Added |
| Peterson Wealth Services | 13 | $1.03K | 0.00% | 00.0% | Unchanged |
| Motco | 13 | $1.03K | 0.00% | +6+85.7% | Added |
| Horizon Bancorp Inc | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 15 | $1.00K | 0.00% | +4+36.4% | Added |
| American Capital Advisory, LLC | 12 | $955 | 0.00% | +1+9.1% | Added |
| Clark Wealth Partners | 12 | $948 | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 12 | $947 | 0.00% | +12 | New |
| Colonial Trust Co | 11 | $868 | 0.00% | −77−87.5% | Reduced |
| PayPay Securities Corp | 11 | $868 | 0.03% | −3−21.4% | Reduced |
| Decker Retirement Planning Inc. | 11 | $868 | 0.00% | +11 | New |
| Spectrum Wealth Advisory Group, LLC | 10 | $793 | 0.00% | +10 | New |
| Steigerwald, Gordon & Koch Inc. | 10 | $790 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 10 | $790 | 0.00% | +8+400.0% | Added |
| Hughes Financial Services, LLC | 9 | $711 | 0.00% | −2−18.2% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 9 | $711 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 9 | $711 | 0.00% | +9 | New |
| Golden State Equity Partners | 9 | $710 | 0.00% | −52−85.2% | Reduced |
| Abound Wealth Management | 8 | $632 | 0.00% | −33−80.5% | Reduced |
