| Dunhill Financial, LLC | 208 | $17.7K | 0.00% | +57+37.7% | Added |
| HHM Wealth Advisors, LLC | 202 | $17.2K | 0.00% | +50+32.9% | Added |
| Transamerica Financial Advisors, Inc. | 200 | $17.0K | 0.00% | −26−11.5% | Reduced |
| Arlington Trust Co LLC | 200 | $17.0K | 0.00% | −872−81.3% | Reduced |
| Gables Capital Management Inc. | 200 | $17.0K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 200 | $17.0K | 0.00% | 00.0% | Unchanged |
| Intesa Sanpaolo Wealth Management | 200 | $17.0K | 0.00% | +200 | New |
| Pittenger & Anderson Inc | 195 | $16.6K | 0.00% | −555−74.0% | Reduced |
| WPG Advisers, LLC | 194 | $16.5K | 0.01% | −7−3.5% | Reduced |
| Highline Wealth Partners LLC | 194 | $16.5K | 0.00% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 192 | $16.3K | 0.00% | +192 | New |
| Plante Moran Financial Advisors, LLC | 190 | $16.1K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 181 | $15.4K | 0.00% | +158+687.0% | Added |
| Fortitude Family Office, LLC | 181 | $15.4K | 0.00% | +22+13.8% | Added |
| Legacy Bridge, LLC | 180 | $15.3K | 0.01% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 180 | $15.3K | 0.00% | +180 | New |
| Dogwood Wealth Management LLC | 178 | $15.1K | 0.01% | +48+36.9% | Added |
| Compass Financial Services Inc | 175 | $14.9K | 0.01% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 168 | $14.3K | 0.01% | +68+68.0% | Added |
| Steigerwald, Gordon & Koch Inc. | 164 | $13.9K | 0.00% | +67+69.1% | Added |
| Prestige Wealth Management Group LLC | 160 | $13.6K | 0.00% | −6−3.6% | Reduced |
| Global Wealth Strategies & Associates | 160 | $13.6K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 164 | $13.2K | 0.00% | +164 | New |
| Strategic Investment Solutions, Inc. | 150 | $12.7K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 153 | $12.3K | 0.00% | +26+20.5% | Added |
| Washington Trust Advisors, Inc. | 140 | $11.9K | 0.00% | +62+79.5% | Added |
| Ares Financial Consulting, LLC | 139 | $11.8K | 0.01% | +139 | New |
| Eukles Asset Management | 137 | $11.6K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 134 | $11.4K | 0.01% | +3+2.3% | Added |
| Avion Wealth | 139 | $11.0K | 0.00% | 00.0% | Unchanged |
| Merited Wealth, LLC | 129 | $11.0K | 0.01% | +129 | New |
| Addison Advisors LLC | 127 | $10.8K | 0.00% | +34+36.6% | Added |
| Tompkins Financial Corp | 126 | $10.7K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 124 | $10.5K | 0.00% | +28+29.2% | Added |
| Cetera Trust Company, N.A | 123 | $10.5K | 0.01% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 120 | $10.2K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 115 | $9.80K | 0.00% | −395−77.5% | Reduced |
| Wealth Preservation Advisors, LLC | 109 | $9.26K | 0.00% | +109 | New |
| Davis Capital Management | 108 | $9.18K | 0.01% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 105 | $8.93K | 0.00% | +46+78.0% | Added |
| Crewe Advisors LLC | 104 | $8.84K | 0.00% | +8+8.3% | Added |
| Heritage Wealth Advisors | 103 | $8.71K | 0.00% | +1+1.0% | Added |
| High Note Wealth, LLC | 102 | $8.67K | 0.00% | +33+47.8% | Added |
| Asset Planning,Inc | 101 | $8.61K | 0.01% | −100−49.8% | Reduced |
| TD Capital Management LLC | 101 | $8.57K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 100 | $8.50K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 100 | $8.50K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 100 | $8.50K | 0.00% | −4−3.8% | Reduced |
| Lavaca Capital LLC | 100 | $8.50K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 100 | $8.50K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 100 | $8.50K | 0.01% | +100 | New |
| Aspect Partners, LLC | 99 | $8.41K | 0.00% | +77+350.0% | Added |
| Manchester Capital Management LLC | 97 | $8.24K | 0.00% | −1,275−92.9% | Reduced |
| Financial Connections Group, Inc. | 100 | $8.00K | 0.00% | +50+100.0% | Added |
| Three Bearings Fiduciary Advisors, Inc. | 100 | $7.89K | 0.01% | +100 | New |
| Wilkerson Advisory Group LLC | 91 | $7.73K | 0.00% | +91 | New |
| Raffa Wealth Management, LLC | 90 | $7.65K | 0.00% | +15+20.0% | Added |
| C M Bidwell & Associates Ltd | 89 | $7.56K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 89 | $7.44K | 0.00% | +2+2.3% | Added |
| Motco | 87 | $7.39K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 87 | $7.37K | 0.00% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 84 | $7.14K | 0.00% | +84 | New |
| Clayton Financial Group LLC | 83 | $7.05K | 0.00% | +83 | New |
| Luken Investment Analytics, LLC | 83 | $7.05K | 0.00% | +83 | New |
| Cornerstone Financial Management LLC | 83 | $7.05K | 0.01% | +83 | New |
| Ogorek Anthony Joseph | 86 | $7.00K | 0.00% | −25−22.5% | Reduced |
| Optima Capital LLC | 74 | $6.30K | 0.00% | +74 | New |
| Marquette Asset Management, LLC | 74 | $6.29K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 70 | $5.95K | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 70 | $5.95K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 67 | $5.70K | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 66 | $5.61K | 0.00% | +66 | New |
| Red Tortoise LLC | 64 | $5.44K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 62 | $5.27K | 0.00% | −97−61.0% | Reduced |
| CBIZ Investment Advisory Services, LLC | 60 | $5.10K | 0.00% | 00.0% | Unchanged |
| Bravera Wealth | 59 | $5.01K | 0.00% | +59 | New |
| Quest 10 Wealth Builders, Inc. | 58 | $4.93K | 0.00% | −32−35.6% | Reduced |
| HFM Investment Advisors, LLC | 55 | $4.67K | 0.00% | +41+292.9% | Added |
| Bay Harbor Wealth Management, LLC | 54 | $4.59K | 0.00% | +24+80.0% | Added |
| Hughes Financial Services, LLC | 53 | $4.52K | 0.00% | −359−87.1% | Reduced |
| United Community Bank | 52 | $4.42K | 0.00% | +52 | New |
| Pacifica Partners Inc. | 49 | $4.38K | 0.00% | +24+96.0% | Added |
| Pacific Center for Financial Services | 52 | $4.37K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 51 | $4.33K | 0.00% | +34+200.0% | Added |
| Minot DeBlois Advisors LLC | 50 | $4.25K | 0.00% | 00.0% | Unchanged |
| Estate Planners Group, LLC | 50 | $4.25K | 0.00% | +50 | New |
| LM Advisors LLC | 348 | $4.10K | 0.08% | −6,252−94.7% | Reduced |
| Kennebec Savings Bank | 48 | $4.08K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Advisors LLC | 52 | $4.00K | 0.00% | +52 | New |
| Maseco LLP | 47 | $4.00K | 0.00% | +47 | New |
| Beaird Harris Wealth Management, LLC | 47 | $3.96K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 44 | $3.74K | 0.00% | +4+10.0% | Added |
| Fairscale Capital, LLC | 42 | $3.57K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 41 | $3.50K | 0.00% | −37−47.4% | Reduced |
| Imprint Wealth LLC | 41 | $3.48K | 0.02% | −129−75.9% | Reduced |
| Aventus Investment Advisors, Inc. | 41 | $3.48K | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 41 | $3.48K | 0.00% | +33+412.5% | Added |
| Tradewinds Capital Management, LLC | 41 | $3.45K | 0.00% | −67−62.0% | Reduced |
| Kozak & Associates, Inc. | 39 | $3.26K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 37 | $3.15K | 0.00% | +18+94.7% | Added |