| Noble Wealth Management PBC | 112 | $12.8K | 0.01% | −192−63.2% | Reduced |
| Godsey & Gibb Associates | 103 | $11.8K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 100 | $11.4K | 0.01% | −300−75.0% | Reduced |
| Dogwood Wealth Management LLC | 100 | $11.4K | 0.00% | −70−41.2% | Reduced |
| Kingdom Financial Group LLC. | 100 | $11.4K | 0.00% | −60−37.5% | Reduced |
| Chilton Capital Management LLC | 100 | $11.4K | 0.00% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 100 | $11.4K | 0.01% | 00.0% | Unchanged |
| Napier Financial, LLC | 100 | $11.4K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 100 | $11.4K | 0.00% | 00.0% | Unchanged |
| Roxbury Financial LLC | 100 | $11.4K | 0.01% | +100 | New |
| Kilter Group LLC | 97 | $11.1K | 0.00% | +32+49.2% | Added |
| Oakmont Advisory Group, LLC | 97 | $11.1K | 0.01% | +97 | New |
| Smithfield Trust Co | 100 | $11.0K | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 90 | $10.3K | 0.00% | +90 | New |
| BankPlus Trust Department | 90 | $10.3K | 0.00% | 00.0% | Unchanged |
| Highland Investment Advisors LLC | 90 | $10.3K | 0.00% | +90 | New |
| Tiaa Trust, National Association | 86 | $9.82K | 0.00% | −605−87.6% | Reduced |
| Raffa Wealth Management, LLC | 86 | $9.82K | 0.00% | +13+17.8% | Added |
| Cedar Mountain Advisors, LLC | 80 | $9.13K | 0.00% | −6−7.0% | Reduced |
| C M Bidwell & Associates Ltd | 80 | $9.13K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 80 | $9.13K | 0.00% | 00.0% | Unchanged |
| Whi Trust Co LLC | 80 | $9.13K | 0.01% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 70 | $9.04K | 0.00% | +70 | New |
| Country Trust Bank | 78 | $8.91K | 0.00% | 00.0% | Unchanged |
| Leo H. Evart, Inc. | 75 | $8.56K | 0.01% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 75 | $8.56K | 0.01% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 74 | $8.45K | 0.00% | +74 | New |
| Lloyd Advisory Services, LLC. | 73 | $8.34K | 0.00% | −87−54.4% | Reduced |
| St Germain D J Co Inc | 72 | $8.22K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 71 | $8.11K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 70 | $7.99K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 70 | $7.99K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 70 | $7.99K | 0.00% | 00.0% | Unchanged |
| Marshall Investment Management, LLC | 68 | $7.76K | 0.00% | +68 | New |
| United Financial Planning Group LLC | 68 | $7.76K | 0.00% | +68 | New |
| SOA Wealth Advisors, LLC. | 7,597 | $7.60K | 0.00% | +7,597 | New |
| Cranbrook Wealth Management, LLC | 66 | $7.54K | 0.00% | 00.0% | Unchanged |
| Southern Michigan Bank & Trust | 64 | $7.31K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 63 | $7.19K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 62 | $7.00K | 0.00% | +20+47.6% | Added |
| Bear Mountain Capital, Inc. | 55 | $6.90K | 0.00% | +1+1.9% | Added |
| Rachor Investment Advisory Services, LLC | 60 | $6.85K | 0.00% | −277−82.2% | Reduced |
| Princeton Global Asset Management LLC | 60 | $6.85K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 59 | $6.74K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 58 | $6.62K | 0.01% | −31−34.8% | Reduced |
| Key Capital Management, INC | 57 | $6.51K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 50 | $5.71K | 0.00% | −519−91.2% | Reduced |
| Glen Eagle Advisors, LLC | 50 | $5.71K | 0.00% | −191−79.3% | Reduced |
| Lam Group, Inc. | 50 | $5.71K | 0.00% | 00.0% | Unchanged |
| Abound Financial, LLC | 50 | $5.71K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 50 | $5.71K | 0.00% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 50 | $5.71K | 0.00% | +40+400.0% | Added |
| Point Nemo Capital, LLC | 50 | $5.71K | 0.00% | +50 | New |
| Webster Bank, N. A. | 49 | $5.59K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 49 | $5.59K | 0.00% | +49 | New |
| MV Capital Management, Inc. | 48 | $5.48K | 0.00% | −5−9.4% | Reduced |
| HighMark Wealth Management LLC | 47 | $5.37K | 0.00% | −1−2.1% | Reduced |
| Vision Financial Markets LLC | 40 | $4.87K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 42 | $4.80K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 41 | $4.68K | 0.00% | +40+4,000.0% | Added |
| Valley National Advisers Inc | 40 | $4.57K | 0.00% | −1−2.4% | Reduced |
| Axiom Investment Management LLC | 40 | $4.57K | 0.00% | +40 | New |
| Capital Advisor Network LLC | 38 | $4.34K | 0.01% | +3+8.6% | Added |
| Covestor Ltd | 35 | $4.00K | 0.00% | −4−10.3% | Reduced |
| Acumen Wealth Advisors, LLC | 35 | $4.00K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 35 | $4.00K | 0.00% | +35 | New |
| Vermillion Wealth Management, Inc. | 33 | $3.77K | 0.00% | −9−21.4% | Reduced |
| Granite FO LLC | 33 | $3.77K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 30 | $3.43K | 0.00% | −78−72.2% | Reduced |
| Prestige Wealth Management Group LLC | 30 | $3.43K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 29 | $3.31K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 29 | $3.31K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 28 | $3.20K | 0.00% | −661−95.9% | Reduced |
| Beacon Financial Strategies CORP | 27 | $3.08K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 22 | $2.51K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 21 | $2.40K | 0.00% | −100−82.6% | Reduced |
| Bruce G. Allen Investments, LLC | 20 | $2.28K | 0.00% | −19−48.7% | Reduced |
| American Capital Advisory, LLC | 20 | $2.28K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 20 | $2.28K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 20 | $2.28K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 20 | $2.28K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 19 | $2.17K | 0.00% | +19 | New |
| West Paces Advisors Inc. | 19 | $2.17K | 0.00% | +19 | New |
| Pacific Center for Financial Services | 18 | $2.06K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 18 | $2.06K | 0.00% | +18 | New |
| Private Wealth Asset Management, LLC | 18 | $2.06K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 18 | $2.06K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 16 | $1.95K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 15 | $1.71K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 14 | $1.60K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 14 | $1.60K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 11 | $1.26K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 10 | $1.14K | 0.00% | −43−81.1% | Reduced |
| Gilpin Wealth Management, LLC | 10 | $1.14K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $1.14K | 0.00% | 00.0% | Unchanged |
| High Point Wealth Management, LLC | 10 | $1.14K | 0.00% | 00.0% | Unchanged |
| Essential Investment Partners LLC | 10 | $1.14K | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 10 | $1.14K | 0.00% | +10 | New |
| West Financial Advisors, LLC | 9 | $1.03K | 0.00% | +9 | New |