| Avion Wealth | 185 | $23.0K | 0.00% | +10+5.7% | Added |
| Wilkerson Advisory Group LLC | 177 | $22.6K | 0.01% | +177 | New |
| Abound Wealth Management | 176 | $22.5K | 0.01% | 00.0% | Unchanged |
| Abound Financial, LLC | 172 | $21.9K | 0.01% | +172 | New |
| Pension & Wealth Management Advisors, Inc. | 167 | $21.4K | 0.01% | +1+0.6% | Added |
| JFS Wealth Advisors, LLC | 152 | $19.4K | 0.00% | +92+153.3% | Added |
| Central Pacific Bank - Trust Division | 150 | $19.1K | 0.00% | +150 | New |
| Financial Consulate, Inc | 147 | $18.8K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 146 | $18.6K | 0.00% | +43+41.7% | Added |
| Advocate Investing Services LLC | 140 | $17.9K | 0.02% | +140 | New |
| Highline Wealth Partners LLC | 134 | $17.1K | 0.00% | +12+9.8% | Added |
| Triumph Capital Management | 132 | $16.9K | 0.00% | +132 | New |
| DiNuzzo Private Wealth, Inc. | 130 | $16.6K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 130 | $16.6K | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 126 | $16.1K | 0.01% | +126 | New |
| Meramec Financial Planners, LLC | 117 | $16.0K | 0.01% | +117 | New |
| MJT & Associates Financial Advisory Group, Inc. | 122 | $15.6K | 0.01% | −1−0.8% | Reduced |
| Manning & Napier Advisors LLC | 120 | $15.3K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 114 | $14.7K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 110 | $14.1K | 0.00% | +1+0.9% | Added |
| SJS Investment Consulting Inc. | 109 | $13.9K | 0.00% | −277−71.8% | Reduced |
| Signature Resources Capital Management, LLC | 109 | $13.9K | 0.01% | +3+2.8% | Added |
| Luken Investment Analytics, LLC | 108 | $13.8K | 0.01% | +108 | New |
| United Community Bank | 105 | $13.4K | 0.01% | 00.0% | Unchanged |
| Aspect Partners, LLC | 105 | $13.4K | 0.01% | +11+11.7% | Added |
| Country Trust Bank | 104 | $13.3K | 0.00% | −2−1.9% | Reduced |
| First Command Advisory Services, Inc. | 102 | $13.0K | 0.00% | +32+45.7% | Added |
| Valley National Advisers Inc | 109 | $13.0K | 0.00% | +11+11.2% | Added |
| Orion Capital Management LLC | 100 | $12.8K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 100 | $12.8K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 96 | $12.3K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 95 | $12.1K | 0.01% | 00.0% | Unchanged |
| IFC & Insurance Marketing, Inc. | 91 | $12.0K | 0.01% | +91 | New |
| Strive Financial Group ,LLC | 91 | $11.6K | 0.01% | +91 | New |
| Atlantic Trust, LLC | 90 | $11.5K | 0.00% | −23−20.4% | Reduced |
| Pingora Partners LLC | 90 | $11.5K | 0.01% | −17−15.9% | Reduced |
| Cornerstone Financial Management LLC | 89 | $11.4K | 0.01% | +89 | New |
| Guinness Atkinson Asset Management Inc | 88 | $11.3K | 0.01% | +88 | New |
| Planning Project LLC | 84 | $10.8K | 0.00% | +84 | New |
| Colonial Trust Advisors | 84 | $10.7K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 82 | $10.6K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 82 | $10.5K | 0.00% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 82 | $10.5K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 82 | $10.5K | 0.01% | +24+41.4% | Added |
| Flagship Harbor Advisors, LLC | 81 | $10.4K | 0.00% | +81 | New |
| Bare Financial Services, Inc | 79 | $10.1K | 0.00% | +15+23.4% | Added |
| 1248 Management, LLC | 78 | $9.96K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 77 | $9.83K | 0.00% | +77 | New |
| IMG Wealth Management, Inc. | 76 | $9.70K | 0.01% | +61+406.7% | Added |
| Citizens National Bank Trust Department | 75 | $9.57K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 74 | $9.44K | 0.00% | +1+1.4% | Added |
| Retirement Wealth Solutions LLC | 73 | $9.38K | 0.01% | +2+2.8% | Added |
| Godsey & Gibb Associates | 71 | $9.06K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 69 | $8.81K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 50 | $8.68K | 0.00% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 64 | $8.19K | 0.01% | +64 | New |
| Osbon Capital Management LLC | 64 | $8.12K | 0.01% | +64 | New |
| Redmont Wealth Advisors LLC | 63 | $8.04K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 61 | $8.00K | 0.00% | 00.0% | Unchanged |
| Gs Investments, Inc. | 59 | $7.53K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 59 | $7.53K | 0.00% | 00.0% | Unchanged |
| Tripletail Wealth Management, LLC | 58 | $7.40K | 0.01% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 56 | $7.15K | 0.00% | +56 | New |
| Principia Wealth Advisory, LLC | 55 | $7.02K | 0.00% | +6+12.2% | Added |
| Hollencrest Capital Management | 53 | $6.77K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 52 | $6.67K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 51 | $6.51K | 0.00% | −190−78.8% | Reduced |
| Aviso Financial Inc. | 50 | $6.38K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 50 | $6.38K | 0.00% | +48+2,400.0% | Added |
| Ransom Advisory, Ltd | 50 | $6.38K | 0.00% | +50 | New |
| Compass Financial Services Inc | 47 | $6.03K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 46 | $5.87K | 0.00% | +35+318.2% | Added |
| Riverview Trust Co | 46 | $5.87K | 0.01% | +46 | New |
| Mark Sheptoff Financial Planning, LLC | 45 | $5.75K | 0.00% | 00.0% | Unchanged |
| Tacita Capital Inc | 42 | $5.36K | 0.00% | −37−46.8% | Reduced |
| Bellevue Asset Management, LLC | 41 | $5.29K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 40 | $5.11K | 0.00% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 40 | $5.11K | 0.00% | +40 | New |
| Optima Capital LLC | 38 | $4.85K | 0.00% | +38 | New |
| Ritter Daniher Financial Advisory LLC | 37 | $4.72K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 36 | $4.53K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 35 | $4.47K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 35 | $4.47K | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 34 | $4.34K | 0.00% | +13+61.9% | Added |
| Investors Portfolio Services LLC | 34 | $4.30K | 0.00% | +34 | New |
| Wealth Watch Advisors, INC | 33 | $4.21K | 0.00% | 00.0% | Unchanged |
| Alerus Financial NA | 31 | $3.96K | 0.00% | −57−64.8% | Reduced |
| LM Advisors LLC | 500 | $3.91K | 0.08% | −3,406−87.2% | Reduced |
| Tucker Asset Management LLC | 30 | $3.83K | 0.00% | +30 | New |
| Winnow Wealth LLC | 29 | $3.71K | 0.00% | +14+93.3% | Added |
| Rialto Wealth Management, LLC | 29 | $3.70K | 0.00% | +4+16.0% | Added |
| Battery Global Advisors, LLC | 29 | $3.66K | 0.00% | +1+3.6% | Added |
| Eq Wealth Advisors, LLC | 28 | $3.57K | 0.00% | +28 | New |
| Tradewinds Capital Management, LLC | 27 | $3.45K | 0.00% | −38−58.5% | Reduced |
| Financial Perspectives, Inc | 27 | $3.44K | 0.00% | 00.0% | Unchanged |
| Longview Financial Advisors LLC | 26 | $3.32K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 24 | $3.06K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 24 | $3.06K | 0.00% | +24 | New |
| Quattro Advisors LLC | 23 | $2.95K | 0.00% | +23 | New |
| Red Tortoise LLC | 22 | $2.81K | 0.00% | 00.0% | Unchanged |