| Basecamp Wealth Advisors LLC | 73 | $16.8K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 69 | $15.8K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 68 | $15.6K | 0.00% | −2−2.9% | Reduced |
| Signature Equity Partners, LLC | 67 | $15.4K | 0.01% | +1+1.5% | Added |
| MV Capital Management, Inc. | 64 | $14.7K | 0.00% | +15+30.6% | Added |
| Pinnacle Bancorp, Inc. | 62 | $14.2K | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 59 | $13.5K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 57 | $13.1K | 0.00% | +2+3.6% | Added |
| SJS Investment Consulting Inc. | 54 | $12.4K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 54 | $12.4K | 0.01% | +5+10.2% | Added |
| Ancora Advisors, LLC | 50 | $11.5K | 0.00% | −91−64.5% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 50 | $11.5K | 0.00% | +50 | New |
| Whittier Trust Co | 50 | $11.4K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 49 | $11.2K | 0.00% | −5−9.3% | Reduced |
| Bokf, NA | 49 | $11.2K | 0.00% | +49 | New |
| Salomon & Ludwin, LLC | 50 | $11.1K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 48 | $11.0K | 0.00% | +48 | New |
| Barnes Dennig Private Wealth Management LLC | 48 | $11.0K | 0.01% | +48 | New |
| J.Safra Asset Management Corp | 45 | $10.3K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 45 | $10.3K | 0.00% | +13+40.6% | Added |
| Bell Investment Advisors, Inc | 43 | $9.87K | 0.00% | +2+4.9% | Added |
| DiNuzzo Private Wealth, Inc. | 41 | $9.41K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 41 | $9.41K | 0.00% | +1+2.5% | Added |
| Westfuller Advisors, LLC | 40 | $9.19K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 40 | $9.18K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 40 | $9.18K | 0.00% | +2+5.3% | Added |
| Truvestments Capital LLC | 39 | $8.95K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 39 | $8.95K | 0.00% | +11+39.3% | Added |
| Quest 10 Wealth Builders, Inc. | 35 | $8.03K | 0.01% | −55−61.1% | Reduced |
| Joseph Group Capital Management | 35 | $8.03K | 0.00% | +35 | New |
| Cornerstone Planning Group LLC | 32 | $7.65K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 33 | $7.57K | 0.00% | +8+32.0% | Added |
| Glen Eagle Advisors, LLC | 32 | $7.41K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 32 | $7.34K | 0.00% | −17−34.7% | Reduced |
| Atlantic Trust, LLC | 30 | $6.88K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 30 | $6.88K | 0.00% | +18+150.0% | Added |
| Creative Capital Management Investments LLC | 28 | $6.42K | 0.00% | +28 | New |
| Ameriflex Group, Inc. | 28 | $6.42K | 0.00% | +28 | New |
| American National Bank | 28 | $6.42K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 26 | $6.14K | 0.00% | −1−3.7% | Reduced |
| Avion Wealth | 27 | $6.00K | 0.00% | +11+68.8% | Added |
| Gleason Group, Inc. | 26 | $5.97K | 0.00% | +26 | New |
| Hughes Financial Services, LLC | 25 | $5.74K | 0.00% | +5+25.0% | Added |
| Moisand Fitzgerald Tamayo, LLC | 23 | $5.28K | 0.00% | 00.0% | Unchanged |
| Maseco LLP | 22 | $5.13K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 22 | $5.05K | 0.00% | +11+100.0% | Added |
| Bruce G. Allen Investments, LLC | 22 | $5.05K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 21 | $4.82K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 20 | $4.59K | 0.00% | +10+100.0% | Added |
| Cornerstone Financial Management LLC | 18 | $4.13K | 0.00% | +5+38.5% | Added |
| Y.D. More Investments Ltd | 5,255 | $4.05K | 0.00% | +256+5.1% | Added |
| Whipplewood Advisors, LLC | 17 | $3.90K | 0.00% | −104−86.0% | Reduced |
| Kilter Group LLC | 16 | $3.67K | 0.00% | −2−11.1% | Reduced |
| Marquette Asset Management, LLC | 16 | $3.67K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 16 | $3.67K | 0.00% | +6+60.0% | Added |
| Whittier Trust Co of Nevada Inc | 15 | $3.44K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 15 | $3.44K | 0.00% | 00.0% | Unchanged |
| Markowski Investments | 15 | $3.44K | 0.00% | +15 | New |
| Manning & Napier Advisors LLC | 13 | $3.04K | 0.00% | +13 | New |
| SHP Wealth Management | 13 | $2.98K | 0.00% | +7+116.7% | Added |
| Crewe Advisors LLC | 13 | $2.98K | 0.00% | +13 | New |
| Darwin Advisors, LLC | 12 | $2.78K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 11 | $2.52K | 0.00% | +4+57.1% | Added |
| Wilkerson Advisory Group LLC | 11 | $2.52K | 0.00% | +4+57.1% | Added |
| High Note Wealth, LLC | 11 | $2.52K | 0.00% | +6+120.0% | Added |
| Rakuten Securities, Inc. | 11 | $2.52K | 0.00% | +6+120.0% | Added |
| Planning Strategies Inc. | 11 | $2.52K | 0.00% | +11 | New |
| Fulcrum Asset Management LLP | 10 | $2.34K | 0.00% | +10 | New |
| 1015 Capital Partners, LLC | 10 | $2.29K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 10 | $2.29K | 0.00% | +10 | New |
| Golden State Equity Partners | 10 | $2.29K | 0.01% | −38−79.2% | Reduced |
| Clark Wealth Partners | 9 | $2.07K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 9 | $2.06K | 0.00% | 00.0% | Unchanged |
| Vanguard National Trust Co | 9 | $2.06K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 9 | $2.06K | 0.00% | +9 | New |
| Wealth Enhancement Trust Services, Inc. | 9 | $2.06K | 0.00% | +9 | New |
| Harvest Fund Management Co., Ltd | 8 | $2.00K | 0.00% | −10−55.6% | Reduced |
| Penserra Capital Management LLC | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 8 | $1.84K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 8 | $1.84K | 0.00% | +2+33.3% | Added |
| South State Corp. | 8 | $1.84K | 0.00% | +3+60.0% | Added |
| DecisionPoint Financial, LLC | 8 | $1.77K | 0.00% | +4+100.0% | Added |
| Retirement Wealth Solutions LLC | 7 | $1.61K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 7 | $1.61K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 7 | $1.61K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 7 | $1.61K | 0.00% | +7 | New |
| Continuum Advisory, LLC | 7 | $1.61K | 0.00% | +7 | New |
| Washington Trust Advisors, Inc. | 6 | $1.38K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 6 | $1.38K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 6 | $1.38K | 0.00% | +6 | New |
| Spectrum Wealth Advisory Group, LLC | 5 | $1.15K | 0.00% | +5 | New |
| Prestige Wealth Management Group LLC | 5 | $1.15K | 0.00% | −29−85.3% | Reduced |
| Wolff Wiese Magana LLC | 5 | $1.15K | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 5 | $1.15K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 5 | $1.15K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 5 | $1.15K | 0.00% | +5 | New |
| Navigoe, LLC | 7 | $1.00K | 0.00% | +7 | New |
| Phillip James Consulting Co. | 4 | $918 | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 4 | $918 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 4 | $918 | 0.00% | 00.0% | Unchanged |