| Cherry Tree Wealth Management, LLC | 436 | $15.6K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 428 | $15.3K | 0.00% | +185+76.1% | Added |
| Sound Income Strategies, LLC | 418 | $14.9K | 0.00% | −292−41.1% | Reduced |
| Harbor Investment Advisory, LLC | 400 | $14.3K | 0.00% | −128−24.2% | Reduced |
| Westside Investment Management, Inc. | 400 | $14.3K | 0.00% | +400 | New |
| Smithfield Trust Co | 390 | $14.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 344 | $12.3K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 329 | $11.7K | 0.00% | +56+20.5% | Added |
| Fairman Group, LLC | 328 | $11.7K | 0.01% | +102+45.1% | Added |
| Godfrey Financial Associates, Inc. | 321 | $11.4K | 0.01% | 00.0% | Unchanged |
| Monetary Solutions, Ltd | 318 | $11.4K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 315 | $11.2K | 0.00% | +240+320.0% | Added |
| Sittner & Nelson, LLC | 300 | $10.7K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 300 | $10.7K | 0.00% | +300 | New |
| Bruce G. Allen Investments, LLC | 296 | $10.6K | 0.01% | +89+43.0% | Added |
| Farmers & Merchants Investments Inc | 293 | $10.5K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 293 | $10.5K | 0.00% | +161+122.0% | Added |
| Fortitude Family Office, LLC | 290 | $10.4K | 0.00% | +183+171.0% | Added |
| SJS Investment Consulting Inc. | 283 | $10.1K | 0.00% | +125+79.1% | Added |
| Bayban | 264 | $9.43K | 0.01% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 263 | $9.39K | 0.00% | +263 | New |
| Flagship Wealth Advisors, LLC | 200 | $9.37K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 250 | $8.93K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 250 | $8.93K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 245 | $8.76K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 249 | $8.00K | 0.00% | −26−9.5% | Reduced |
| Pacific Center for Financial Services | 220 | $7.85K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 219 | $7.81K | 0.00% | +219 | New |
| Salem Investment Counselors Inc | 215 | $7.68K | 0.00% | +215 | New |
| Reyes Financial Architecture, Inc. | 213 | $7.60K | 0.01% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 212 | $7.57K | 0.00% | +212 | New |
| Holos Integrated Wealth LLC | 218 | $7.53K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 209 | $7.48K | 0.00% | +2+1.0% | Added |
| Costello Asset Management, INC | 201 | $7.17K | 0.00% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 200 | $7.14K | 0.00% | −90−31.0% | Reduced |
| Gen-Wealth Partners Inc | 200 | $7.14K | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 200 | $7.00K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 194 | $6.93K | 0.01% | +114+142.5% | Added |
| Cornerstone Planning Group LLC | 216 | $6.86K | 0.00% | +159+278.9% | Added |
| Manning & Napier Advisors LLC | 190 | $6.65K | 0.00% | +190 | New |
| Mark Sheptoff Financial Planning, LLC | 200 | $6.37K | 0.00% | 00.0% | Unchanged |
| Meramec Financial Planners, LLC | 172 | $6.35K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 170 | $6.07K | 0.00% | +170 | New |
| Park Place Capital Corp | 169 | $6.03K | 0.00% | −40−19.1% | Reduced |
| Capital Advisors, Ltd. LLC | 166 | $6.00K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 161 | $5.75K | 0.00% | −71−30.6% | Reduced |
| Kingdom Financial Group LLC. | 161 | $5.73K | 0.00% | +2+1.3% | Added |
| Lloyd Advisory Services, LLC. | 161 | $5.73K | 0.00% | +140+666.7% | Added |
| Arlington Trust Co LLC | 160 | $5.71K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 156 | $5.57K | 0.00% | −5−3.1% | Reduced |
| Adirondack Trust Co | 155 | $5.53K | 0.00% | −130−45.6% | Reduced |
| Bank of Jackson Hole Trust | 151 | $5.39K | 0.00% | 00.0% | Unchanged |
| Kings Path Partners LLC | 150 | $5.36K | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 145 | $5.16K | 0.00% | −220−60.3% | Reduced |
| Boyd Watterson Asset Management LLC | 142 | $5.07K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 145 | $5.07K | 0.00% | +145 | New |
| Prosperity Bancshares Inc | 140 | $5.00K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 140 | $5.00K | 0.00% | 00.0% | Unchanged |
| Vanguard National Trust Co | 120 | $4.28K | 0.00% | +120 | New |
| Private Wealth Management Group, LLC | 115 | $4.11K | 0.00% | −11−8.7% | Reduced |
| Ogorek Anthony Joseph | 128 | $4.00K | 0.00% | −27−17.4% | Reduced |
| GHP Investment Advisors, Inc. | 111 | $3.96K | 0.00% | +8+7.8% | Added |
| Financial Management Professionals, Inc. | 105 | $3.75K | 0.00% | +17+19.3% | Added |
| Glen Eagle Advisors, LLC | 101 | $3.59K | 0.00% | +1+1.0% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 100 | $3.57K | 0.00% | −200−66.7% | Reduced |
| Financial Perspectives, Inc | 100 | $3.57K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 100 | $3.57K | 0.00% | +100 | New |
| Key Financial Inc | 99 | $3.53K | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 97 | $3.46K | 0.00% | +97 | New |
| Signature Equity Partners, LLC | 95 | $3.39K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 95 | $3.39K | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 94 | $3.36K | 0.00% | +62+193.8% | Added |
| First Horizon Corp | 93 | $3.32K | 0.00% | −41−30.6% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 90 | $3.21K | 0.00% | 00.0% | Unchanged |
| Napier Financial, LLC | 90 | $3.21K | 0.00% | +90 | New |
| Montag A & Associates Inc | 90 | $3.20K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 87 | $3.11K | 0.00% | −697−88.9% | Reduced |
| Princeton Global Asset Management LLC | 87 | $3.11K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 95 | $3.00K | 0.00% | 00.0% | Unchanged |
| Key Capital Management, INC | 81 | $2.89K | 0.00% | +58+252.2% | Added |
| Sachetta, LLC | 76 | $2.71K | 0.00% | +48+171.4% | Added |
| POM Investment Strategies, LLC | 76 | $2.71K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 72 | $2.57K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 72 | $2.56K | 0.00% | +56+350.0% | Added |
| Signature Resources Capital Management, LLC | 70 | $2.50K | 0.00% | +70 | New |
| Raffa Wealth Management, LLC | 67 | $2.39K | 0.00% | +2+3.1% | Added |
| Rossby Financial, LCC | 64 | $2.28K | 0.00% | −171−72.8% | Reduced |
| Bay Harbor Wealth Management, LLC | 63 | $2.25K | 0.00% | +43+215.0% | Added |
| Wolff Wiese Magana LLC | 63 | $2.24K | 0.00% | +46+270.6% | Added |
| Valued Wealth Advisors LLC | 62 | $2.22K | 0.00% | +42+210.0% | Added |
| Pflug Koory, LLC | 60 | $2.14K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 59 | $2.11K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 58 | $2.07K | 0.00% | +13+28.9% | Added |
| Spire Wealth Management | 55 | $1.97K | 0.00% | +30+120.0% | Added |
| IMA Wealth, Inc. | 55 | $1.96K | 0.00% | +11+25.0% | Added |
| DiNuzzo Private Wealth, Inc. | 54 | $1.93K | 0.00% | +3+5.9% | Added |
| Abound Wealth Management | 50 | $1.79K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 50 | $1.78K | 0.00% | 00.0% | Unchanged |
| Wall Street Financial Group, Inc. | 46 | $1.64K | 0.00% | +46 | New |
| Rialto Wealth Management, LLC | 43 | $1.54K | 0.00% | +43 | New |