| JPL Wealth Management, LLC | 91 | $6.63K | 0.00% | +18+24.7% | Added |
| Quaker Wealth Management, LLC | 90 | $6.55K | 0.00% | 00.0% | Unchanged |
| General Partner, Inc. | 90 | $6.55K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 88 | $6.41K | 0.00% | −1,464−94.3% | Reduced |
| Fourth Dimension Wealth, LLC | 85 | $6.19K | 0.00% | +85 | New |
| Cedar Mountain Advisors, LLC | 81 | $5.90K | 0.00% | +19+30.6% | Added |
| Entrust Financial LLC | 77 | $5.61K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 76 | $5.54K | 0.00% | −9−10.6% | Reduced |
| NBT Bank N A | 75 | $5.46K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 73 | $5.32K | 0.00% | −5−6.4% | Reduced |
| Ancora Advisors, LLC | 70 | $5.10K | 0.00% | −434−86.1% | Reduced |
| Bangor Savings Bank | 70 | $5.10K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 69 | $5.03K | 0.00% | −45−39.5% | Reduced |
| Osbon Capital Management LLC | 68 | $4.95K | 0.00% | +68 | New |
| Westend Capital Management, LLC | 67 | $4.89K | 0.00% | +67 | New |
| Fairman Group, LLC | 66 | $4.86K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 66 | $4.81K | 0.00% | −2,134−97.0% | Reduced |
| POM Investment Strategies, LLC | 65 | $4.73K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 63 | $4.60K | 0.00% | −35−35.7% | Reduced |
| Comprehensive Financial Planning, Inc. | 61 | $4.45K | 0.00% | +1+1.7% | Added |
| Signature Equity Partners, LLC | 61 | $4.44K | 0.00% | −204−77.0% | Reduced |
| Hara Capital LLC | 58 | $4.27K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 56 | $4.08K | 0.00% | +10+21.7% | Added |
| Bayban | 55 | $4.01K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 55 | $4.01K | 0.00% | +18+48.6% | Added |
| Creative Capital Management Investments LLC | 54 | $3.93K | 0.00% | +54 | New |
| Signature Resources Capital Management, LLC | 50 | $3.64K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 49 | $3.61K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 48 | $3.51K | 0.00% | +31+182.4% | Added |
| DiNuzzo Private Wealth, Inc. | 48 | $3.50K | 0.00% | −3−5.9% | Reduced |
| High Note Wealth, LLC | 48 | $3.50K | 0.00% | +48 | New |
| Orion Capital Management LLC | 44 | $3.21K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 42 | $3.06K | 0.00% | +42 | New |
| Tounjian Advisory Partners, LLC | 42 | $3.05K | 0.00% | −17,250−99.8% | Reduced |
| Park Place Capital Corp | 41 | $2.99K | 0.00% | +41 | New |
| Torren Management, LLC | 40 | $2.88K | 0.00% | +1+2.6% | Added |
| Asset Dedication, LLC | 39 | $2.84K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 39 | $2.84K | 0.01% | −48−55.2% | Reduced |
| Silver Grove Financial Group, Inc. | 37 | $2.69K | 0.00% | −204−84.6% | Reduced |
| GoalVest Advisory LLC | 37 | $2.69K | 0.00% | +37 | New |
| Greykasell Wealth Strategies, Inc. | 36 | $2.62K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 36 | $2.62K | 0.00% | +4+12.5% | Added |
| Creative Financial Designs Inc | 35 | $2.55K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 34 | $2.48K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 33 | $2.40K | 0.00% | +33 | New |
| Fortis Group Advisors, LLC | 32 | $2.33K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 31 | $2.26K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 30 | $2.16K | 0.00% | +1+3.4% | Added |
| HFM Investment Advisors, LLC | 28 | $2.04K | 0.00% | +14+100.0% | Added |
| Avion Wealth | 38 | $2.00K | 0.00% | −10−20.8% | Reduced |
| Lloyd Advisory Services, LLC. | 26 | $1.93K | 0.00% | +26 | New |
| BOK Financial Private Wealth, Inc. | 21 | $1.86K | 0.00% | +21 | Added |
| J.Safra Asset Management Corp | 25 | $1.82K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 24 | $1.76K | 0.00% | −7−22.6% | Reduced |
| Marquette Asset Management, LLC | 24 | $1.75K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 24 | $1.75K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 24 | $1.75K | 0.00% | +20+500.0% | Added |
| Bellevue Asset Management, LLC | 24 | $1.75K | 0.00% | +24 | New |
| Anchor Investment Management, LLC | 24 | $1.73K | 0.00% | 00.0% | Unchanged |
| Roxbury Financial LLC | 24 | $1.72K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 22 | $1.60K | 0.00% | −16−42.1% | Reduced |
| Burk Holdings LLC | 21 | $1.53K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 20 | $1.46K | 0.00% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 20 | $1.46K | 0.00% | +20 | New |
| Purpose Unlimited Inc. | 20 | $1.46K | 0.00% | −23−53.5% | Reduced |
| UMA Financial Services, Inc. | 19 | $1.38K | 0.00% | +6+46.2% | Added |
| Allianz SE | 18 | $1.31K | 0.00% | +18 | New |
| Crewe Advisors LLC | 18 | $1.31K | 0.00% | +18 | New |
| Aventura Private Wealth, LLC | 18 | $1.31K | 0.00% | +18 | New |
| Principia Wealth Advisory, LLC | 17 | $1.24K | 0.00% | −11−39.3% | Reduced |
| Activest Wealth Management | 16 | $1.17K | 0.00% | −336−95.5% | Reduced |
| Highline Wealth Partners LLC | 16 | $1.17K | 0.00% | +10+166.7% | Added |
| Raffa Wealth Management, LLC | 15 | $1.09K | 0.00% | −2−11.8% | Reduced |
| Bank of New Hampshire | 15 | $1.09K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 14 | $1.02K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 14 | $1.02K | 0.00% | +14 | New |
| TFC Financial Management | 12 | $874 | 0.00% | +4+50.0% | Added |
| Prestige Wealth Management Group LLC | 11 | $854 | 0.00% | −98−89.9% | Reduced |
| Beacon Financial Strategies CORP | 11 | $802 | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Advisory Group, LLC | 10 | $736 | 0.00% | +10 | New |
| Clark Wealth Partners | 10 | $734 | 0.00% | −6−37.5% | Reduced |
| JDM Financial Group LLC | 10 | $728 | 0.00% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 9 | $663 | 0.00% | −254−96.6% | Reduced |
| Private Wealth Management Group, LLC | 9 | $656 | 0.00% | −2−18.2% | Reduced |
| Barnes Dennig Private Wealth Management LLC | 8 | $583 | 0.00% | +8 | New |
| Synergy Investment Management, LLC | 7 | $578 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 7 | $510 | 0.00% | −170−96.0% | Reduced |
| DecisionPoint Financial, LLC | 6 | $457 | 0.00% | +2+50.0% | Added |
| Rakuten Securities, Inc. | 6 | $437 | 0.00% | −149−96.1% | Reduced |
| WestEnd Advisors, LLC | 6 | $437 | 0.00% | −3−33.3% | Reduced |
| Bare Financial Services, Inc | 6 | $437 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 6 | $437 | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 5 | $363 | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 4 | $291 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 4 | $291 | 0.00% | +4 | New |
| Dunhill Financial, LLC | 3 | $252 | 0.00% | −7−70.0% | Reduced |
| Redwood Park Advisors LLC | 2 | $146 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 2 | $146 | 0.00% | +2 | New |
| Downshift Financial, LLC | 2 | $146 | 0.00% | +2 | New |
| Luminist Capital LLC | 1 | $73 | 0.00% | +1 | New |
