| City State Bank | 141 | $28.9K | 0.01% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 139 | $28.5K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 139 | $28.5K | 0.03% | +139 | New |
| McGuire Capital Advisors Inc | 138 | $28.3K | 0.02% | +138 | New |
| Sound Income Strategies, LLC | 125 | $28.1K | 0.00% | +50+66.7% | Added |
| Vermillion & White Wealth Management Group, LLC | 137 | $28.1K | 0.02% | +54+65.1% | Added |
| Newbridge Financial Services Group, Inc. | 134 | $27.5K | 0.00% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 133 | $27.3K | 0.02% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 132 | $27.0K | 0.01% | −13−9.0% | Reduced |
| Fortitude Family Office, LLC | 128 | $26.2K | 0.01% | +2+1.6% | Added |
| Crewe Advisors LLC | 126 | $25.8K | 0.00% | +4+3.3% | Added |
| Raffa Wealth Management, LLC | 125 | $25.6K | 0.00% | +9+7.8% | Added |
| Acumen Wealth Advisors, LLC | 120 | $24.6K | 0.01% | +120 | New |
| MTM Investment Management, LLC | 118 | $24.2K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 117 | $24.0K | 0.00% | −197−62.7% | Reduced |
| Wellington-Altus USA Inc. | 104 | $21.3K | 0.02% | +104 | New |
| Clark Wealth Partners | 103 | $21.2K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 103 | $21.1K | 0.01% | −2−1.9% | Reduced |
| Swiss Re Ltd | 103 | $21.1K | 0.00% | +103 | New |
| GHP Investment Advisors, Inc. | 102 | $20.9K | 0.00% | +102 | New |
| Basecamp Wealth Advisors LLC | 102 | $20.9K | 0.00% | +102 | New |
| First Financial Corp | 100 | $20.5K | 0.01% | −143−58.8% | Reduced |
| NBT Bank N A | 100 | $20.5K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 100 | $20.5K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 99 | $20.0K | 0.01% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 96 | $19.7K | 0.01% | −659−87.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 96 | $19.7K | 0.00% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 95 | $19.5K | 0.02% | +20+26.7% | Added |
| FWL Investment Management, LLC | 94 | $19.3K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 97 | $19.0K | 0.00% | −208−68.2% | Reduced |
| Decker Retirement Planning Inc. | 91 | $18.7K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 86 | $18.1K | 0.00% | −1−1.1% | Reduced |
| Howard Hughes Medical Institute | 87 | $17.8K | 0.01% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 85 | $17.4K | 0.01% | 00.0% | Unchanged |
| Commonwealth Retirement Investments LLC | 84 | $17.2K | 0.01% | +84 | New |
| Pacific Center for Financial Services | 85 | $16.7K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 80 | $16.4K | 0.00% | +11+15.9% | Added |
| Whi Trust Co LLC | 80 | $16.4K | 0.01% | +80 | New |
| Steigerwald, Gordon & Koch Inc. | 79 | $16.2K | 0.00% | +9+12.9% | Added |
| Legacy Bridge, LLC | 77 | $15.8K | 0.01% | +77 | New |
| Stone House Investment Management, LLC | 74 | $15.2K | 0.00% | +1+1.4% | Added |
| Caldwell Sutter Capital, Inc. | 74 | $15.1K | 0.01% | +1+1.4% | Added |
| SHP Wealth Management | 73 | $15.0K | 0.00% | +73 | New |
| Maryland Capital Advisors Inc. | 73 | $15.0K | 0.01% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 72 | $14.8K | 0.01% | +28+63.6% | Added |
| Godfrey Financial Associates, Inc. | 71 | $14.6K | 0.01% | +71 | New |
| Strategic Wealth Partners, Ltd. | 70 | $14.4K | 0.00% | +66+1,650.0% | Added |
| T. Rowe Price Investment Management, Inc. | 64 | $14.0K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 68 | $13.9K | 0.00% | +34+100.0% | Added |
| TFC Financial Management | 66 | $13.5K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 66 | $13.5K | 0.01% | +5+8.2% | Added |
| Marquette Asset Management, LLC | 65 | $13.3K | 0.00% | +25+62.5% | Added |
| CBIZ Investment Advisory Services, LLC | 65 | $13.3K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 65 | $13.2K | 0.00% | +4+6.6% | Added |
| Bartlett & Co. Wealth Management LLC | 64 | $13.1K | 0.00% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 64 | $13.1K | 0.00% | +64 | New |
| Joseph Group Capital Management | 63 | $12.9K | 0.00% | +63 | New |
| United Financial Planning Group LLC | 63 | $12.9K | 0.01% | +63 | New |
| Trifecta Capital Advisors, LLC | 60 | $12.3K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 58 | $11.9K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 57 | $11.7K | 0.00% | −285−83.3% | Reduced |
| Kozak & Associates, Inc. | 53 | $11.6K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 55 | $11.3K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 55 | $11.3K | 0.00% | +14+34.1% | Added |
| Ancora Advisors, LLC | 54 | $11.1K | 0.00% | +41+315.4% | Added |
| Flagship Harbor Advisors, LLC | 53 | $10.9K | 0.00% | +53 | New |
| Wealth Watch Advisors, INC | 53 | $10.9K | 0.00% | +16+43.2% | Added |
| Carolina Wealth Advisors, LLC | 52 | $10.7K | 0.00% | −1,271−96.1% | Reduced |
| Imprint Wealth LLC | 50 | $10.3K | 0.05% | +50 | New |
| Sachetta, LLC | 49 | $10.0K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 49 | $9.97K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 48 | $9.84K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 9,701 | $9.70K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 47 | $9.64K | 0.00% | −1−2.1% | Reduced |
| Asset Dedication, LLC | 46 | $9.43K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 43 | $8.82K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 41 | $8.41K | 0.00% | +3+7.9% | Added |
| St Germain D J Co Inc | 41 | $8.41K | 0.00% | +41 | New |
| HighMark Wealth Management LLC | 41 | $8.40K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 40 | $8.21K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 40 | $8.20K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 40 | $8.20K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 40 | $8.20K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 39 | $8.00K | 0.00% | +39 | New |
| Provenance Wealth Advisors, LLC | 38 | $7.79K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 37 | $7.59K | 0.00% | −33−47.1% | Reduced |
| Financial Management Professionals, Inc. | 37 | $7.59K | 0.00% | +6+19.4% | Added |
| Trust Co | 37 | $7.59K | 0.00% | +6+19.4% | Added |
| Horizon Financial Services, LLC | 37 | $7.59K | 0.00% | +9+32.1% | Added |
| Sfam, LLC | 37 | $7.59K | 0.01% | +37 | New |
| Winch Advisory Services, LLC | 35 | $7.26K | 0.00% | 00.0% | Unchanged |
| Bravera Wealth | 35 | $7.18K | 0.00% | +35 | New |
| Smallwood Wealth Investment Management, LLC | 34 | $7.12K | 0.00% | +10+41.7% | Added |
| Glen Eagle Advisors, LLC | 34 | $6.97K | 0.00% | +20+142.9% | Added |
| Indiana Trust & Investment Management CO | 33 | $6.77K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 33 | $6.77K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 33 | $6.77K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 33 | $6.77K | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 33 | $6.77K | 0.00% | +33 | New |
| Principia Wealth Advisory, LLC | 32 | $6.56K | 0.00% | +8+33.3% | Added |