| Aventura Private Wealth, LLC | 729 | $11.0K | 0.00% | +619+562.7% | Added |
| AdvisorNet Financial, Inc | 597 | $9.00K | 0.00% | −65−9.8% | Reduced |
| ORG Partners LLC | 587 | $8.85K | 0.00% | +342+139.6% | Added |
| Plante Moran Financial Advisors, LLC | 585 | $8.82K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 580 | $8.75K | 0.00% | −2,754−82.6% | Reduced |
| Bell Investment Advisors, Inc | 580 | $8.75K | 0.00% | −128−18.1% | Reduced |
| Eastern Bank | 560 | $8.45K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 547 | $8.25K | 0.00% | +424+344.7% | Added |
| Bruce G. Allen Investments, LLC | 532 | $8.02K | 0.01% | −573−51.9% | Reduced |
| Ameritas Advisory Services, LLC | 527 | $7.95K | 0.00% | −1,783−77.2% | Reduced |
| Key Financial Inc | 499 | $7.81K | 0.00% | +40+8.7% | Added |
| Medallion Wealth Advisors, LLC | 482 | $7.27K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 472 | $7.12K | 0.00% | −3−0.6% | Reduced |
| Cedar Mountain Advisors, LLC | 452 | $6.82K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 408 | $6.39K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 417 | $6.29K | 0.00% | +417 | New |
| Avion Wealth | 405 | $6.00K | 0.00% | +115+39.7% | Added |
| Capital Investment Advisory Services, LLC | 395 | $5.96K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 386 | $5.82K | 0.00% | +386 | New |
| Johnson Financial Group, Inc. | 377 | $5.70K | 0.00% | +377 | New |
| Glen Eagle Advisors, LLC | 352 | $5.31K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 343 | $5.17K | 0.00% | +88+34.5% | Added |
| Ritter Daniher Financial Advisory LLC | 342 | $5.16K | 0.00% | +342 | New |
| Harbor Investment Advisory, LLC | 340 | $5.13K | 0.00% | +340 | New |
| Bogart Wealth, LLC | 333 | $5.02K | 0.00% | +70+26.6% | Added |
| J.Safra Asset Management Corp | 320 | $4.83K | 0.00% | +320 | New |
| MV Capital Management, Inc. | 309 | $4.66K | 0.00% | +113+57.7% | Added |
| Tompkins Financial Corp | 300 | $4.52K | 0.00% | 00.0% | Unchanged |
| Strategic Advocates LLC | 300 | $4.52K | 0.00% | +300 | New |
| WealthCollab, LLC | 289 | $4.36K | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 287 | $4.33K | 0.00% | +287 | New |
| Transamerica Financial Advisors, Inc. | 285 | $4.29K | 0.00% | +285 | New |
| Hemington Wealth Management | 327 | $4.00K | 0.00% | −333−50.5% | Reduced |
| Activest Wealth Management | 262 | $3.95K | 0.00% | +262 | New |
| Abound Wealth Management | 259 | $3.91K | 0.00% | +38+17.2% | Added |
| Colonial Trust Co | 253 | $3.81K | 0.00% | −69−21.4% | Reduced |
| Red Tortoise LLC | 249 | $3.75K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 249 | $3.75K | 0.00% | +172+223.4% | Added |
| Fortitude Family Office, LLC | 233 | $3.51K | 0.00% | −56−19.4% | Reduced |
| South State Corp. | 231 | $3.48K | 0.00% | −212−47.9% | Reduced |
| Bartlett & Co. Wealth Management LLC | 224 | $3.38K | 0.00% | +224 | New |
| Cape Investment Advisory, Inc. | 217 | $3.27K | 0.00% | −788−78.4% | Reduced |
| Cherry Tree Wealth Management, LLC | 204 | $3.08K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 201 | $3.03K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 200 | $3.02K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 200 | $3.02K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 175 | $3.00K | 0.00% | +117+201.7% | Added |
| Manchester Capital Management LLC | 192 | $2.90K | 0.00% | +140+269.2% | Added |
| S&T Bank | 179 | $2.70K | 0.00% | +179 | New |
| Ameriflex Group, Inc. | 172 | $2.59K | 0.00% | +172 | New |
| Robinswood Financial LLC | 167 | $2.52K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 165 | $2.49K | 0.00% | +62+60.2% | Added |
| Raffa Wealth Management, LLC | 164 | $2.47K | 0.00% | +44+36.7% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 160 | $2.42K | 0.00% | +96+150.0% | Added |
| WPG Advisers, LLC | 150 | $2.26K | 0.00% | +22+17.2% | Added |
| Kilter Group LLC | 150 | $2.26K | 0.00% | +115+328.6% | Added |
| Tradewinds Capital Management, LLC | 150 | $2.26K | 0.00% | +150 | New |
| Geneos Wealth Management Inc. | 144 | $2.17K | 0.00% | −905−86.3% | Reduced |
| Rossby Financial, LCC | 131 | $2.05K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 186 | $2.00K | 0.00% | −6−3.1% | Reduced |
| Principia Wealth Advisory, LLC | 126 | $1.90K | 0.00% | +99+366.7% | Added |
| Hurley Capital, LLC | 122 | $1.83K | 0.00% | +11+9.9% | Added |
| Marquette Asset Management, LLC | 118 | $1.78K | 0.00% | +118 | New |
| ZRC Wealth Management, LLC | 117 | $1.76K | 0.00% | +117 | New |
| Rialto Wealth Management, LLC | 116 | $1.75K | 0.00% | +34+41.5% | Added |
| Halbert Hargrove Global Advisors, LLC | 110 | $1.66K | 0.00% | +110 | New |
| Park Place Capital Corp | 109 | $1.64K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 107 | $1.61K | 0.00% | −175−62.1% | Reduced |
| 1620 Investment Advisors, Inc. | 100 | $1.51K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 100 | $1.51K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 97 | $1.48K | 0.00% | −29−23.0% | Reduced |
| WestEnd Advisors, LLC | 98 | $1.48K | 0.00% | +98 | New |
| Redwood Park Advisors LLC | 90 | $1.36K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 89 | $1.34K | 0.00% | −7,708−98.9% | Reduced |
| CGC Financial Services, LLC | 88 | $1.33K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 88 | $1.33K | 0.00% | +29+49.2% | Added |
| Delta Asset Management LLC | 86 | $1.30K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 84 | $1.27K | 0.00% | +44+110.0% | Added |
| HM Payson & Co | 82 | $1.24K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 75 | $1.13K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 75 | $1.13K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 74 | $1.12K | 0.00% | +74 | New |
| Bare Financial Services, Inc | 74 | $1.12K | 0.00% | +74 | New |
| Greykasell Wealth Strategies, Inc. | 71 | $1.07K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 61 | $1.01K | 0.00% | +61 | New |
| Capital Analysts, LLC | 94 | $1.00K | 0.00% | +1+1.1% | Added |
| Financial Connections Group, Inc. | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 124 | $1.00K | 0.00% | +124 | New |
| Delos Wealth Advisors, LLC | 66 | $996 | 0.00% | +66 | New |
| Asset Dedication, LLC | 63 | $951 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 63 | $950 | 0.00% | +63 | New |
| Texas Capital Bancshares Inc | 51 | $769 | 0.00% | +51 | New |
| Turning Point Benefit Group, Inc. | 49 | $767 | 0.00% | +49 | New |
| American Capital Advisory, LLC | 50 | $754 | 0.00% | +26+108.3% | Added |
| Guerra Advisors Inc | 50 | $754 | 0.00% | +50 | New |
| Tidemark, LLC | 48 | $725 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 45 | $679 | 0.00% | +45 | New |
| GPS Wealth Strategies Group, LLC | 44 | $664 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 40 | $604 | 0.00% | +40 | New |
| Retirement Wealth Solutions LLC | 37 | $558 | 0.00% | +37 | New |