| Owl Creek Wealth Partners LLC | 791 | $11.3K | 0.00% | +791 | New |
| Grove Bank & Trust | 788 | $11.2K | 0.00% | +320+68.4% | Added |
| Golden State Equity Partners | 714 | $10.2K | 0.00% | +714 | New |
| Bare Financial Services, Inc | 704 | $10.0K | 0.00% | −237−25.2% | Reduced |
| Transamerica Financial Advisors, Inc. | 700 | $9.97K | 0.00% | +510+268.4% | Added |
| Atlantic Union Bankshares Corp | 674 | $9.61K | 0.00% | −68−9.2% | Reduced |
| Raiffeisen Bank International AG | 669 | $9.03K | 0.00% | 00.0% | Unchanged |
| Hickory Point Bank & Trust | 600 | $8.55K | 0.01% | +600 | New |
| United Financial Planning Group LLC | 590 | $8.41K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 562 | $8.00K | 0.01% | −689−55.1% | Reduced |
| Avion Wealth | 563 | $8.00K | 0.00% | −52−8.5% | Reduced |
| SJS Investment Consulting Inc. | 540 | $7.70K | 0.00% | +536+13,400.0% | Added |
| Fortitude Family Office, LLC | 507 | $7.22K | 0.00% | +23+4.8% | Added |
| Murphy & Mullick Capital Management Corp | 500 | $7.13K | 0.01% | 00.0% | Unchanged |
| Hamrick Investment Counsel, llc | 490 | $6.98K | 0.00% | +490 | New |
| NBC Securities, Inc. | 481 | $6.85K | 0.00% | +52+12.1% | Added |
| Clear Investment Research, LLC | 446 | $6.36K | 0.01% | +446 | New |
| Quent Capital, LLC | 424 | $6.04K | 0.00% | +71+20.1% | Added |
| Farmers & Merchants Investments Inc | 418 | $5.96K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 404 | $5.76K | 0.00% | +404 | New |
| Rothschild Investment LLC | 393 | $5.60K | 0.00% | +201+104.7% | Added |
| Kemnay Advisory Services Inc. | 381 | $5.43K | 0.00% | +381 | New |
| Quarry LP | 370 | $5.27K | 0.00% | +370 | New |
| Rakuten Securities, Inc. | 362 | $5.16K | 0.00% | −104−22.3% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 348 | $4.96K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 329 | $4.69K | 0.00% | +204+163.2% | Added |
| Cherry Tree Wealth Management, LLC | 319 | $4.55K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 300 | $4.28K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 288 | $4.10K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 283 | $4.03K | 0.00% | +283 | New |
| Legacy Bridge, LLC | 275 | $3.92K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 275 | $3.92K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 250 | $3.61K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 229 | $3.26K | 0.00% | +130+131.3% | Added |
| Quaker Wealth Management, LLC | 220 | $3.13K | 0.00% | −2−0.9% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 200 | $2.85K | 0.00% | −200−50.0% | Reduced |
| Scarborough Advisors, LLC | 200 | $2.85K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 200 | $2.85K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 200 | $2.85K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 196 | $2.79K | 0.00% | +9+4.8% | Added |
| Essential Partners LLC | 195 | $2.78K | 0.00% | +173+786.4% | Added |
| Red Tortoise LLC | 185 | $2.64K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 182 | $2.59K | 0.00% | −40−18.0% | Reduced |
| Cornerstone Planning Group LLC | 178 | $2.51K | 0.00% | +74+71.2% | Added |
| Eastern Bank | 176 | $2.51K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 175 | $2.49K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 173 | $2.46K | 0.00% | +173 | New |
| Glen Eagle Advisors, LLC | 172 | $2.45K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 166 | $2.37K | 0.00% | +166 | New |
| Cromwell Holdings LLC | 159 | $2.27K | 0.00% | +38+31.4% | Added |
| Financial Consulate, Inc | 145 | $2.07K | 0.00% | +34+30.6% | Added |
| Godfrey Financial Associates, Inc. | 132 | $1.88K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 128 | $1.82K | 0.00% | +17+15.3% | Added |
| UMA Financial Services, Inc. | 121 | $1.73K | 0.00% | −193−61.5% | Reduced |
| HM Payson & Co | 115 | $1.64K | 0.00% | +5+4.5% | Added |
| Bullock Wealth Management Group | 111 | $1.60K | 0.00% | +59+113.5% | Added |
| NVWM, LLC | 105 | $1.50K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 100 | $1.43K | 0.00% | −9,839−99.0% | Reduced |
| Golden State Wealth Management, LLC | 100 | $1.43K | 0.00% | 00.0% | Unchanged |
| McMillan Office, Inc. | 100 | $1.43K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 97 | $1.38K | 0.00% | +97 | New |
| Aspect Partners, LLC | 94 | $1.34K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 94 | $1.34K | 0.00% | +34+56.7% | Added |
| Tidemark, LLC | 84 | $1.20K | 0.00% | +84 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 83 | $1.18K | 0.00% | −16−16.2% | Reduced |
| SHP Wealth Management | 83 | $1.18K | 0.00% | −435−84.0% | Reduced |
| GHP Investment Advisors, Inc. | 79 | $1.13K | 0.00% | +22+38.6% | Added |
| Whipplewood Advisors, LLC | 75 | $1.07K | 0.00% | +37+97.4% | Added |
| Global Wealth Strategies & Associates | 73 | $1.04K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 72 | $1.03K | 0.00% | +72 | New |
| NBT Bank N A | 72 | $1.03K | 0.00% | +72 | New |
| JPL Wealth Management, LLC | 71 | $1.01K | 0.00% | +71 | New |
| Vermillion Wealth Management, Inc. | 69 | $983 | 0.00% | +69 | New |
| Elequin Capital LP | 68 | $969 | 0.00% | +68 | New |
| JFS Wealth Advisors, LLC | 67 | $955 | 0.00% | +25+59.5% | Added |
| TD Capital Management LLC | 66 | $941 | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 66 | $941 | 0.00% | +66 | New |
| MV Capital Management, Inc. | 60 | $855 | 0.00% | −72−54.5% | Reduced |
| Strategic Investment Solutions, Inc. | 60 | $855 | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 55 | $783 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 49 | $698 | 0.00% | +42+600.0% | Added |
| DiNuzzo Private Wealth, Inc. | 47 | $670 | 0.00% | −16,774−99.7% | Reduced |
| Winch Advisory Services, LLC | 47 | $670 | 0.00% | +47 | New |
| Rialto Wealth Management, LLC | 45 | $642 | 0.00% | −35−43.8% | Reduced |
| Pillar Financial Advisors, LLC | 44 | $627 | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 44 | $627 | 0.00% | +44 | New |
| Signature Equity Partners, LLC | 44 | $627 | 0.00% | +44 | New |
| First Command Advisory Services, Inc. | 40 | $570 | 0.00% | +40 | New |
| Montag A & Associates Inc | 39 | $561 | 0.00% | +39 | New |
| Main Street Group, LTD | 39 | $556 | 0.00% | +39 | New |
| Park Place Capital Corp | 36 | $513 | 0.00% | +36 | New |
| North Star Investment Management Corp. | 31 | $442 | 0.00% | +2+6.9% | Added |
| AdvisorNet Financial, Inc | 30 | $428 | 0.00% | −26−46.4% | Reduced |
| American Capital Advisory, LLC | 28 | $399 | 0.00% | −1−3.4% | Reduced |
| Principia Wealth Advisory, LLC | 27 | $385 | 0.00% | −20−42.6% | Reduced |
| NorthAvenue LLC | 26 | $371 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 26 | $371 | 0.00% | +26 | New |
| WealthCollab, LLC | 23 | $328 | 0.00% | 00.0% | Unchanged |
| Trust Co | 22 | $314 | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 21 | $299 | 0.00% | +21 | New |
