| Cornerstone Planning Group LLC | 98 | $20.6K | 0.00% | +1+1.0% | Added |
| First Eagle Investment Management, LLC | 95 | $20.0K | 0.00% | +77+427.8% | Added |
| Dynamic Wealth Strategies, LLC | 95 | $20.0K | 0.01% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 93 | $19.6K | 0.00% | +93 | New |
| Centerpoint Advisors, LLC | 89 | $19.0K | 0.01% | −1−1.1% | Reduced |
| Torren Management, LLC | 88 | $18.6K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 87 | $18.3K | 0.00% | +50+135.1% | Added |
| Fortitude Family Office, LLC | 85 | $17.9K | 0.00% | −2−2.3% | Reduced |
| JFS Wealth Advisors, LLC | 81 | $17.1K | 0.00% | 00.0% | Unchanged |
| Security National Bank of So Dak | 80 | $16.8K | 0.01% | +80 | New |
| Activest Wealth Management | 75 | $15.8K | 0.00% | +65+650.0% | Added |
| TD Private Client Wealth LLC | 71 | $14.9K | 0.00% | −22−23.7% | Reduced |
| Atlantic Union Bankshares Corp | 70 | $14.7K | 0.00% | −1−1.4% | Reduced |
| Redwood Park Advisors LLC | 70 | $14.7K | 0.01% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 68 | $14.3K | 0.00% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 67 | $14.1K | 0.00% | −21−23.9% | Reduced |
| Capital Advisors, Ltd. LLC | 65 | $14.0K | 0.00% | −1−1.5% | Reduced |
| Farmers & Merchants Investments Inc | 66 | $13.9K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 64 | $13.5K | 0.00% | −898−93.3% | Reduced |
| Basecamp Wealth Advisors LLC | 64 | $13.5K | 0.00% | −20−23.8% | Reduced |
| Harbour Investments, Inc. | 64 | $13.4K | 0.00% | +6+10.3% | Added |
| RMG Wealth Management LLC | 54 | $12.8K | 0.00% | −15−21.7% | Reduced |
| Atlantic Trust, LLC | 60 | $12.6K | 0.00% | +60 | New |
| Westfuller Advisors, LLC | 59 | $12.4K | 0.00% | +49+490.0% | Added |
| DT Investment Partners, LLC | 58 | $12.2K | 0.00% | 00.0% | Unchanged |
| IFG Advisory, LLC | 56 | $11.8K | 0.00% | +56 | New |
| Gables Capital Management Inc. | 50 | $10.5K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 48 | $10.0K | 0.00% | 00.0% | Unchanged |
| Allied Private Wealth LLC | 47 | $9.85K | 0.01% | +47 | New |
| Miller Global Investments, LLC | 45 | $9.48K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 45 | $9.48K | 0.00% | +2+4.7% | Added |
| Highline Wealth Partners LLC | 45 | $9.48K | 0.00% | +40+800.0% | Added |
| Action Point Financial Planning, LLC | 47 | $9.27K | 0.00% | +47 | New |
| Bare Financial Services, Inc | 43 | $9.05K | 0.00% | +38+760.0% | Added |
| Continuum Advisory, LLC | 43 | $9.05K | 0.00% | +43 | New |
| MV Capital Management, Inc. | 42 | $8.84K | 0.00% | −8−16.0% | Reduced |
| Crewe Advisors LLC | 41 | $8.63K | 0.00% | +41 | New |
| Kemnay Advisory Services Inc. | 41 | $8.63K | 0.00% | +2+5.1% | Added |
| Bruce G. Allen Investments, LLC | 40 | $8.42K | 0.01% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 39 | $8.21K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 38 | $8.00K | 0.00% | −18−32.1% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 37 | $7.79K | 0.00% | +37 | New |
| Financial Management Professionals, Inc. | 35 | $7.37K | 0.00% | −1−2.8% | Reduced |
| Eastern Bank | 34 | $7.16K | 0.00% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 34 | $7.16K | 0.01% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 34 | $7.16K | 0.01% | +16+88.9% | Added |
| IMG Wealth Management, Inc. | 34 | $7.16K | 0.00% | +34 | New |
| Golden State Wealth Management, LLC | 33 | $7.01K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 34 | $7.00K | 0.00% | +18+112.5% | Added |
| Cape Investment Advisory, Inc. | 33 | $6.95K | 0.00% | +33 | New |
| Pacific Center for Financial Services | 32 | $6.74K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 32 | $6.74K | 0.00% | +32 | New |
| Cetera Trust Company, N.A | 30 | $6.32K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 30 | $6.32K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 28 | $5.90K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 27 | $5.69K | 0.00% | +5+22.7% | Added |
| CVA Family Office, LLC | 26 | $5.47K | 0.00% | −63−70.8% | Reduced |
| Bell Investment Advisors, Inc | 26 | $5.47K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 26 | $5.47K | 0.00% | +1+4.0% | Added |
| SBI Securities Co., Ltd. | 26 | $5.47K | 0.00% | +6+30.0% | Added |
| Hilton Head Capital Partners, LLC | 25 | $5.26K | 0.00% | −61−70.9% | Reduced |
| Delta Asset Management LLC | 25 | $5.26K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 24 | $5.05K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 23 | $4.84K | 0.01% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 23 | $4.84K | 0.00% | −49−68.1% | Reduced |
| Clear Street Markets LLC | 23 | $4.84K | 0.00% | +7+43.8% | Added |
| Quarry LP | 23 | $4.84K | 0.00% | +23 | New |
| Godsey & Gibb Associates | 22 | $4.63K | 0.00% | +22 | New |
| Ameritas Advisory Services, LLC | 22 | $4.63K | 0.00% | +22 | New |
| United Financial Planning Group LLC | 22 | $4.63K | 0.00% | +22 | New |
| CBIZ Investment Advisory Services, LLC | 20 | $4.42K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 21 | $4.38K | 0.00% | −4−16.0% | Reduced |
| Cedar Mountain Advisors, LLC | 20 | $4.21K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 19 | $4.00K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 19 | $4.00K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 19 | $4.00K | 0.00% | +19 | New |
| Rialto Wealth Management, LLC | 18 | $3.79K | 0.00% | +6+50.0% | Added |
| Creative Capital Management Investments LLC | 18 | $3.79K | 0.00% | +18 | New |
| Aventura Private Wealth, LLC | 16 | $3.37K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 15 | $3.24K | 0.00% | −2−11.8% | Reduced |
| Raffa Wealth Management, LLC | 15 | $3.16K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 12 | $2.53K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 12 | $2.53K | 0.00% | +12 | New |
| Transamerica Financial Advisors, Inc. | 11 | $2.32K | 0.00% | −13−54.2% | Reduced |
| Golden State Equity Partners | 11 | $2.32K | 0.01% | −6−35.3% | Reduced |
| Prosperity Bancshares Inc | 11 | $2.32K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 10 | $2.11K | 0.00% | −3−23.1% | Reduced |
| Lodestone Wealth Management LLC | 10 | $2.11K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 10 | $2.11K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 10 | $2.11K | 0.00% | +4+66.7% | Added |
| Avion Wealth | 13 | $2.00K | 0.00% | +9+225.0% | Added |
| HFM Investment Advisors, LLC | 9 | $1.90K | 0.00% | +4+80.0% | Added |
| Triumph Capital Management | 9 | $1.90K | 0.00% | −41−82.0% | Reduced |
| SHP Wealth Management | 9 | $1.90K | 0.00% | +2+28.6% | Added |
| Whipplewood Advisors, LLC | 8 | $1.69K | 0.00% | −24−75.0% | Reduced |
| Kilter Group LLC | 8 | $1.69K | 0.00% | −3−27.3% | Reduced |
| Geneos Wealth Management Inc. | 8 | $1.69K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 8 | $1.69K | 0.00% | +7+700.0% | Added |
| CoreCap Advisors, LLC | 8 | $1.69K | 0.00% | +8 | New |
| Planning Strategies Inc. | 8 | $1.69K | 0.00% | +8 | New |