| Harbor Investment Advisory, LLC | 76 | $11.8K | 0.00% | +6+8.6% | Added |
| SOA Wealth Advisors, LLC. | 76 | $11.8K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 75 | $11.7K | 0.00% | +3+4.2% | Added |
| 1015 Capital Partners, LLC | 74 | $11.5K | 0.01% | −1−1.3% | Reduced |
| Whittier Trust Co | 72 | $11.5K | 0.00% | −77−51.7% | Reduced |
| Hazlett, Burt & Watson, Inc. | 71 | $11.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 70 | $11.0K | 0.00% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 69 | $10.7K | 0.01% | +16+30.2% | Added |
| Pinnacle Bancorp, Inc. | 66 | $10.3K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 65 | $10.1K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 65 | $10.1K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 65 | $10.1K | 0.00% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 65 | $10.1K | 0.01% | −69−51.5% | Reduced |
| Meeder Asset Management Inc | 57 | $8.87K | 0.00% | −12−17.4% | Reduced |
| Financial Management Professionals, Inc. | 57 | $8.87K | 0.00% | +36+171.4% | Added |
| TIAA Wealth Investment Management LLC | 56 | $8.71K | 0.00% | +56 | New |
| Toth Financial Advisory Corp | 54 | $8.40K | 0.00% | −19−26.0% | Reduced |
| Sunbelt Securities, Inc. | 52 | $8.09K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 50 | $7.78K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 48 | $7.49K | 0.00% | +26+118.2% | Added |
| Westside Investment Management, Inc. | 47 | $7.46K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 47 | $7.31K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 43 | $6.69K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 41 | $6.38K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 38 | $5.91K | 0.00% | 00.0% | Unchanged |
| Kennebec Savings Bank | 38 | $5.91K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 40 | $5.52K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 35 | $5.44K | 0.00% | 00.0% | Unchanged |
| Joseph Group Capital Management | 35 | $5.44K | 0.00% | +35 | New |
| Salomon & Ludwin, LLC | 33 | $5.24K | 0.00% | −53−61.6% | Reduced |
| JDM Financial Group LLC | 33 | $5.13K | 0.00% | +33 | New |
| Kemnay Advisory Services Inc. | 30 | $4.67K | 0.00% | +30 | New |
| Prestige Wealth Management Group LLC | 27 | $4.20K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 26 | $4.04K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 25 | $3.89K | 0.00% | +25 | New |
| Clark Wealth Partners | 24 | $3.73K | 0.00% | +6+33.3% | Added |
| Dunhill Financial, LLC | 22 | $3.52K | 0.00% | +6+37.5% | Added |
| Curio Wealth, LLC | 22 | $3.42K | 0.00% | +3+15.8% | Added |
| Clear Street Markets LLC | 21 | $3.27K | 0.00% | −170−89.0% | Reduced |
| Pacifica Partners Inc. | 20 | $3.11K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 20 | $3.11K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 20 | $3.11K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 20 | $3.11K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 19 | $2.96K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 19 | $2.96K | 0.00% | +1+5.6% | Added |
| Sachetta, LLC | 18 | $2.80K | 0.00% | +3+20.0% | Added |
| Albion Financial Group | 18 | $2.80K | 0.00% | +18 | New |
| Aspect Partners, LLC | 18 | $2.80K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 18 | $2.80K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 18 | $2.80K | 0.00% | +16+800.0% | Added |
| Bartlett & Co. Wealth Management LLC | 18 | $2.68K | 0.00% | +3+20.0% | Added |
| IMA Wealth, Inc. | 17 | $2.64K | 0.00% | −1−5.6% | Reduced |
| Bay Harbor Wealth Management, LLC | 16 | $2.49K | 0.00% | +1+6.7% | Added |
| DiNuzzo Private Wealth, Inc. | 15 | $2.33K | 0.00% | 00.0% | Unchanged |
| Benson Wealth Management INC | 15 | $2.33K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 14 | $2.18K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 13 | $2.06K | 0.00% | −39−75.0% | Reduced |
| SJS Investment Consulting Inc. | 13 | $2.02K | 0.00% | −104−88.9% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 12 | $1.87K | 0.00% | −3−20.0% | Reduced |
| ZRC Wealth Management, LLC | 11 | $1.71K | 0.00% | −13−54.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 11 | $1.71K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 10 | $1.56K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 9 | $1.40K | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 8 | $1.25K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 8 | $1.24K | 0.00% | 00.0% | Unchanged |
| Vanguard National Trust Co | 8 | $1.24K | 0.00% | +8 | New |
| Portus Wealth Advisors, LLC | 8 | $1.24K | 0.00% | +8 | New |
| South State Corp. | 7 | $1.09K | 0.00% | −3−30.0% | Reduced |
| St. Johns Investment Management Company, LLC | 7 | $1.09K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 7 | $1.09K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 7 | $1.09K | 0.00% | +7 | New |
| Avion Wealth | 12 | $1.00K | 0.00% | −6−33.3% | Reduced |
| Ogorek Anthony Joseph | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bravera Wealth | 6 | $933 | 0.00% | −16−72.7% | Reduced |
| Nemes Rush Group LLC | 6 | $933 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 5 | $778 | 0.00% | −16−76.2% | Reduced |
| Millstone Evans Group, LLC | 5 | $778 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 5 | $778 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 4 | $637 | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 4 | $623 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 4 | $623 | 0.00% | +1+33.3% | Added |
| Colonial Trust Co | 4 | $622 | 0.00% | −33−89.2% | Reduced |
| Ameriflex Group, Inc. | 3 | $498 | 0.00% | +3 | New |
| Anfield Capital Management, LLC | 3 | $467 | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 3 | $467 | 0.00% | 00.0% | Unchanged |
| Osbon Capital Management LLC | 3 | $467 | 0.00% | +3 | New |
| Frazier Financial Advisors, LLC | 3 | $467 | 0.00% | +3 | New |
| Synergy Investment Management, LLC | 3 | $467 | 0.00% | +3 | New |
| Burk Holdings LLC | 3 | $467 | 0.00% | +3 | New |
| Activest Wealth Management | 2 | $352 | 0.00% | −585−99.7% | Reduced |
| Quaker Wealth Management, LLC | 2 | $312 | 0.00% | +1+100.0% | Added |
| Redwood Park Advisors LLC | 2 | $312 | 0.00% | +2 | New |
| Nvest Wealth Strategies, Inc. | 2 | $312 | 0.00% | +2 | New |
| Dogwood Wealth Management LLC | 2 | $311 | 0.00% | −7−77.8% | Reduced |
| NVWM, LLC | 2 | $311 | 0.00% | −1−33.3% | Reduced |
| Raffa Wealth Management, LLC | 2 | $311 | 0.00% | +2 | New |
| Legacy Wealth Managment, LLC | 1 | $156 | 0.00% | 00.0% | Unchanged |
| NorthAvenue LLC | 1 | $156 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1 | $156 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 1 | $156 | 0.00% | +1 | New |