| Activest Wealth Management | 183 | $22.6K | 0.00% | −64−25.9% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 176 | $21.7K | 0.01% | +176 | New |
| Keating Financial Advisory Services, Inc. | 173 | $21.3K | 0.00% | +70+68.0% | Added |
| Bruce G. Allen Investments, LLC | 162 | $20.0K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 160 | $19.7K | 0.01% | +11+7.4% | Added |
| Eastern Bank | 158 | $19.5K | 0.00% | −5−3.1% | Reduced |
| TD Private Client Wealth LLC | 154 | $19.0K | 0.00% | +20+14.9% | Added |
| Hollencrest Capital Management | 150 | $18.5K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 139 | $17.0K | 0.01% | −540−79.5% | Reduced |
| Bullock Wealth Management Group | 134 | $17.0K | 0.01% | +68+103.0% | Added |
| Maseco LLP | 125 | $15.4K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 122 | $15.0K | 0.00% | −30−19.7% | Reduced |
| Ancora Advisors, LLC | 117 | $14.4K | 0.00% | −82−41.2% | Reduced |
| Murphy & Mullick Capital Management Corp | 117 | $14.4K | 0.01% | −28−19.3% | Reduced |
| Chilton Capital Management LLC | 115 | $14.2K | 0.00% | +66+134.7% | Added |
| Capital Advisors, Ltd. LLC | 113 | $14.0K | 0.00% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 113 | $13.9K | 0.01% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 112 | $13.8K | 0.01% | +36+47.4% | Added |
| Hazlett, Burt & Watson, Inc. | 112 | $13.0K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 100 | $12.3K | 0.01% | −50−33.3% | Reduced |
| LRI Investments, LLC | 100 | $12.3K | 0.00% | 00.0% | Unchanged |
| Southern Michigan Bank & Trust | 100 | $12.3K | 0.00% | +100 | New |
| Intentional Wealth Strategies, LLC | 99 | $12.2K | 0.01% | +99 | New |
| MV Capital Management, Inc. | 98 | $12.1K | 0.00% | −6−5.8% | Reduced |
| Beacon Investment Advisory Services, Inc. | 98 | $12.1K | 0.00% | +98 | New |
| Medallion Wealth Advisors, LLC | 98 | $12.1K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 97 | $12.0K | 0.00% | +46+90.2% | Added |
| Torren Management, LLC | 91 | $11.2K | 0.01% | −40−30.5% | Reduced |
| Westside Investment Management, Inc. | 88 | $11.2K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 89 | $11.0K | 0.00% | −1−1.1% | Reduced |
| Fortitude Family Office, LLC | 87 | $10.7K | 0.00% | +7+8.8% | Added |
| Wormser Freres Gestion | 85 | $10.7K | 0.01% | −6−6.6% | Reduced |
| Lodestone Wealth Management LLC | 83 | $10.2K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 76 | $9.37K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 76 | $9.37K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 75 | $9.24K | 0.00% | −120−61.5% | Reduced |
| Midwest Capital Advisors, LLC | 72 | $8.88K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 65 | $8.01K | 0.00% | −14−17.7% | Reduced |
| Gill Capital Partners, LLC | 64 | $7.89K | 0.00% | +64 | New |
| Geneos Wealth Management Inc. | 61 | $7.52K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 61 | $7.47K | 0.00% | −12−16.4% | Reduced |
| Cornerstone Planning Group LLC | 52 | $7.23K | 0.00% | +17+48.6% | Added |
| MCF Advisors LLC | 58 | $7.15K | 0.00% | +8+16.0% | Added |
| Dynamic Wealth Strategies, LLC | 58 | $7.15K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 62 | $7.00K | 0.00% | −4−6.1% | Reduced |
| Arlington Trust Co LLC | 56 | $6.90K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 53 | $6.53K | 0.00% | 00.0% | Unchanged |
| Banque Transatlantique SA | 50 | $6.30K | 0.00% | −2−3.8% | Reduced |
| Ogorek Anthony Joseph | 52 | $6.00K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 48 | $5.95K | 0.00% | −705−93.6% | Reduced |
| JFS Wealth Advisors, LLC | 48 | $5.92K | 0.00% | +1+2.1% | Added |
| High Note Wealth, LLC | 48 | $5.92K | 0.00% | −4−7.7% | Reduced |
| Bogart Wealth, LLC | 48 | $5.92K | 0.00% | +7+17.1% | Added |
| Zions Bancorporation, National Association | 47 | $5.79K | 0.00% | +38+422.2% | Added |
| Birchbrook, Inc. | 45 | $5.55K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 45 | $5.55K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 40 | $5.06K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 41 | $5.05K | 0.00% | +41 | New |
| Salem Investment Counselors Inc | 40 | $4.93K | 0.00% | +40 | New |
| PlanVest Financial, Inc | 40 | $4.93K | 0.00% | +40 | New |
| Evermay Wealth Management LLC | 39 | $4.81K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 39 | $4.81K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 37 | $4.56K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 33 | $4.07K | 0.00% | +33 | New |
| Signature Resources Capital Management, LLC | 32 | $3.94K | 0.00% | +20+166.7% | Added |
| Osbon Capital Management LLC | 31 | $3.79K | 0.00% | −15−32.6% | Reduced |
| Truvestments Capital LLC | 30 | $3.70K | 0.00% | −20−40.0% | Reduced |
| Cromwell Holdings LLC | 28 | $3.45K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 27 | $3.33K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 26 | $3.21K | 0.00% | −415−94.1% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 25 | $3.08K | 0.00% | −9−26.5% | Reduced |
| Avalon Trust Co | 25 | $3.08K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 25 | $3.08K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 25 | $3.08K | 0.00% | +10+66.7% | Added |
| Sound Income Strategies, LLC | 24 | $3.04K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 23 | $2.83K | 0.00% | −24−51.1% | Reduced |
| Nemes Rush Group LLC | 23 | $2.83K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 23 | $2.83K | 0.00% | +1+4.5% | Added |
| Sachetta, LLC | 22 | $2.71K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 20 | $2.46K | 0.00% | +20 | New |
| Dunhill Financial, LLC | 19 | $2.36K | 0.00% | +11+137.5% | Added |
| Principia Wealth Advisory, LLC | 18 | $2.22K | 0.00% | −1−5.3% | Reduced |
| Rialto Wealth Management, LLC | 18 | $2.22K | 0.00% | +1+5.9% | Added |
| Close Asset Management Ltd | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 16 | $1.97K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 16 | $1.97K | 0.00% | +3+23.1% | Added |
| Bay Harbor Wealth Management, LLC | 16 | $1.97K | 0.00% | +5+45.5% | Added |
| Wealth Preservation Advisors, LLC | 16 | $1.97K | 0.00% | +16 | New |
| Scarborough Advisors, LLC | 15 | $1.85K | 0.00% | +15 | New |
| Smallwood Wealth Investment Management, LLC | 15 | $1.85K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 15 | $1.85K | 0.00% | +11+275.0% | Added |
| Ares Financial Consulting, LLC | 14 | $1.77K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 14 | $1.73K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 14 | $1.73K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 13 | $1.60K | 0.00% | −8−38.1% | Reduced |
| New England Capital Financial Advisors LLC | 13 | $1.60K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 13 | $1.60K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 13 | $1.60K | 0.00% | +7+116.7% | Added |
| Brown, Lisle/Cummings, Inc. | 13 | $1.60K | 0.00% | +13 | New |
| Elequin Capital LP | 13 | $1.60K | 0.00% | +13 | New |