| Private Wealth Asset Management, LLC | 104 | $14.4K | 0.00% | +100+2,500.0% | Added |
| Resources Management Corp | 100 | $14.0K | 0.00% | −5−4.8% | Reduced |
| DecisionPoint Financial, LLC | 104 | $13.9K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 100 | $13.9K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 100 | $13.9K | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 100 | $13.9K | 0.01% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 90 | $13.0K | 0.00% | +90 | New |
| Medallion Wealth Advisors, LLC | 90 | $12.5K | 0.00% | −62−40.8% | Reduced |
| Frazier Financial Advisors, LLC | 89 | $12.3K | 0.01% | +89 | New |
| Cromwell Holdings LLC | 86 | $11.9K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 82 | $11.4K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 81 | $11.2K | 0.00% | −6−6.9% | Reduced |
| Trust Co of Vermont | 80 | $11.1K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 79 | $10.9K | 0.00% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 77 | $10.7K | 0.00% | +77 | New |
| Future Financial Wealth Managment LLC | 75 | $10.4K | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 75 | $10.4K | 0.00% | +25+50.0% | Added |
| Vermillion & White Wealth Management Group, LLC | 73 | $10.1K | 0.01% | +73 | New |
| Rise Advisors, LLC | 72 | $9.97K | 0.00% | +4+5.9% | Added |
| C M Bidwell & Associates Ltd | 71 | $9.84K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 71 | $9.84K | 0.00% | +71 | New |
| Atwood & Palmer Inc | 70 | $9.70K | 0.00% | 00.0% | Unchanged |
| Motco | 69 | $9.56K | 0.00% | +69 | New |
| Adirondack Trust Co | 69 | $9.56K | 0.00% | −7−9.2% | Reduced |
| Murphy & Mullick Capital Management Corp | 73 | $9.32K | 0.01% | +38+108.6% | Added |
| Highline Wealth Partners LLC | 67 | $9.28K | 0.00% | +31+86.1% | Added |
| Bear Mountain Capital, Inc. | 69 | $9.19K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 66 | $9.00K | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 62 | $8.59K | 0.00% | +61+6,100.0% | Added |
| Manchester Capital Management LLC | 60 | $8.31K | 0.00% | +48+400.0% | Added |
| Bare Financial Services, Inc | 60 | $8.31K | 0.00% | +4+7.1% | Added |
| Atlantic Union Bankshares Corp | 58 | $8.03K | 0.00% | +54+1,350.0% | Added |
| Groupe la Francaise | 64 | $7.72K | 0.00% | +64 | New |
| Bartlett & Co. Wealth Management LLC | 55 | $7.62K | 0.00% | 00.0% | Unchanged |
| Compass Financial Services Inc | 55 | $7.62K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 55 | $7.62K | 0.00% | +55 | New |
| Accent Capital Management, LLC | 55 | $7.62K | 0.00% | +55 | New |
| Financial Avengers, Inc. | 50 | $6.93K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 50 | $6.93K | 0.00% | +6+13.6% | Added |
| Webster Bank, N. A. | 50 | $6.93K | 0.00% | +50 | New |
| Atlantic Edge Private Wealth Management, LLC | 50 | $6.93K | 0.00% | +50 | New |
| Addison Advisors LLC | 48 | $6.65K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 48 | $6.65K | 0.00% | +24+100.0% | Added |
| Winnow Wealth LLC | 44 | $6.12K | 0.00% | +44 | New |
| Anchor Investment Management, LLC | 44 | $6.09K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 43 | $5.96K | 0.00% | +3+7.5% | Added |
| Global Wealth Strategies & Associates | 40 | $5.54K | 0.00% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 40 | $5.54K | 0.00% | +40 | New |
| Halbert Hargrove Global Advisors, LLC | 37 | $5.13K | 0.00% | +37 | New |
| Blue Bell Private Wealth Management, LLC | 35 | $4.85K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 35 | $4.85K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 35 | $4.82K | 0.00% | +1+2.9% | Added |
| Hughes Financial Services, LLC | 45 | $4.74K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 32 | $4.43K | 0.00% | +12+60.0% | Added |
| Strategic Advocates LLC | 31 | $4.29K | 0.00% | +31 | New |
| Strategic Wealth Partners, Ltd. | 30 | $4.16K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 30 | $4.16K | 0.00% | +9+42.9% | Added |
| Ameritas Investment Partners, Inc. | 30 | $4.16K | 0.00% | +30 | New |
| Eisler Capital Management Ltd. | 28 | $3.97K | 0.00% | +28 | New |
| SJS Investment Consulting Inc. | 27 | $3.74K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 27 | $3.74K | 0.00% | −24−47.1% | Reduced |
| Chesapeake Asset Management LLC | 25 | $3.46K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 25 | $3.46K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 25 | $3.46K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 25 | $3.46K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 25 | $3.46K | 0.00% | +25 | New |
| ORG Wealth Partners, LLC | 25 | $3.46K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 25 | $3.44K | 0.00% | +25 | New |
| Private Trust Co NA | 24 | $3.32K | 0.00% | −2,264−99.0% | Reduced |
| Strengthening Families & Communities, LLC | 23 | $3.19K | 0.00% | +23 | New |
| Colonial Trust Co | 23 | $3.14K | 0.00% | +23 | New |
| Coston, McIsaac & Partners | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 20 | $2.77K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 20 | $2.77K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 20 | $2.77K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 20 | $2.77K | 0.00% | +9+81.8% | Added |
| Eukles Asset Management | 18 | $2.49K | 0.00% | −5−21.7% | Reduced |
| DiNuzzo Private Wealth, Inc. | 20 | $2.49K | 0.00% | +1+5.3% | Added |
| Insight Financial Services | 16 | $2.22K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 15 | $2.08K | 0.00% | 00.0% | Unchanged |
| Corsicana & Co. | 15 | $2.08K | 0.00% | +15 | New |
| Capital Advisors, Ltd. LLC | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 12 | $2.00K | 0.00% | +12 | New |
| Signature Resources Capital Management, LLC | 14 | $1.94K | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 14 | $1.94K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 13 | $1.84K | 0.00% | −151−92.1% | Reduced |
| Aspect Partners, LLC | 13 | $1.80K | 0.00% | +13 | New |
| Quaker Wealth Management, LLC | 10 | $1.39K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 10 | $1.39K | 0.00% | 00.0% | Unchanged |
| Guerra Advisors Inc | 10 | $1.39K | 0.00% | +10 | New |
| American Capital Advisory, LLC | 9 | $1.25K | 0.00% | −1−10.0% | Reduced |
| TD Capital Management LLC | 9 | $1.25K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 9 | $1.25K | 0.00% | +9 | New |
| Investment Research & Advisory Group, Inc. | 51 | $1.04K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 4 | $1.00K | 0.00% | −46−92.0% | Reduced |
| Ogorek Anthony Joseph | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 10 | $1.00K | 0.00% | +10 | New |
| PayPay Securities Corp | 7 | $985 | 0.04% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 7 | $970 | 0.00% | 00.0% | Unchanged |