| UMA Financial Services, Inc. | 85 | $17.9K | 0.00% | −32−27.4% | Reduced |
| PFS Partners, LLC | 85 | $17.9K | 0.01% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 85 | $17.9K | 0.00% | 00.0% | Unchanged |
| RHL Group, LLC | 84 | $17.7K | 0.02% | −1−1.2% | Reduced |
| Creative Capital Management Investments LLC | 84 | $17.6K | 0.01% | −121−59.0% | Reduced |
| 1015 Capital Partners, LLC | 80 | $16.8K | 0.02% | +9+12.7% | Added |
| Financial Perspectives, Inc | 77 | $16.3K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 76 | $15.9K | 0.00% | +23+43.4% | Added |
| Washington Trust Advisors, Inc. | 74 | $15.5K | 0.00% | −47−38.8% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 72 | $15.3K | 0.00% | −17−19.1% | Reduced |
| Arlington Trust Co LLC | 72 | $15.1K | 0.00% | +22+44.0% | Added |
| Red Tortoise LLC | 71 | $14.9K | 0.01% | 00.0% | Unchanged |
| Aspect Partners, LLC | 71 | $14.9K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 70 | $14.7K | 0.00% | +35+100.0% | Added |
| Whipplewood Advisors, LLC | 70 | $14.7K | 0.01% | +67+2,233.3% | Added |
| Wilkerson Advisory Group LLC | 68 | $14.3K | 0.00% | +26+61.9% | Added |
| Kentucky Trust Co | 67 | $14.1K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 67 | $14.1K | 0.00% | +4+6.3% | Added |
| McGuire Capital Advisors Inc | 66 | $13.9K | 0.01% | −45−40.5% | Reduced |
| Wolff Wiese Magana LLC | 65 | $13.7K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 64 | $13.4K | 0.00% | −13−16.9% | Reduced |
| MTM Investment Management, LLC | 64 | $13.4K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 62 | $13.0K | 0.01% | −223−78.2% | Reduced |
| New England Capital Financial Advisors LLC | 60 | $12.6K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 60 | $12.6K | 0.01% | +19+46.3% | Added |
| United Community Bank | 59 | $12.4K | 0.00% | −127−68.3% | Reduced |
| LFA - Lugano Financial Advisors SA | 59 | $12.4K | 0.01% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 58 | $12.2K | 0.00% | +41+241.2% | Added |
| Torren Management, LLC | 57 | $12.1K | 0.01% | +16+39.0% | Added |
| Reyes Financial Architecture, Inc. | 57 | $12.0K | 0.01% | +42+280.0% | Added |
| Bare Financial Services, Inc | 55 | $11.6K | 0.00% | +47+587.5% | Added |
| Burk Holdings LLC | 55 | $11.6K | 0.00% | +55 | New |
| Godfrey Financial Associates, Inc. | 53 | $11.1K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 52 | $11.0K | 0.00% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 52 | $10.9K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 51 | $10.7K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 50 | $10.5K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 50 | $10.5K | 0.00% | 00.0% | Unchanged |
| Prudent Man Investment Management, Inc. | 51 | $10.4K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 49 | $10.3K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 48 | $10.1K | 0.00% | +9+23.1% | Added |
| Quaker Wealth Management, LLC | 47 | $9.96K | 0.00% | +14+42.4% | Added |
| Maseco LLP | 47 | $9.94K | 0.00% | −59−55.7% | Reduced |
| IMG Wealth Management, Inc. | 47 | $9.87K | 0.01% | +6+14.6% | Added |
| DiNuzzo Private Wealth, Inc. | 46 | $9.66K | 0.00% | 00.0% | Unchanged |
| McMillan Office, Inc. | 46 | $9.66K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 46 | $9.66K | 0.01% | +16+53.3% | Added |
| Ameliora Wealth Management Ltd. | 44 | $9.24K | 0.00% | 00.0% | Unchanged |
| Imprint Wealth LLC | 43 | $9.03K | 0.04% | −14−24.6% | Reduced |
| Westfuller Advisors, LLC | 42 | $8.83K | 0.00% | −7−14.3% | Reduced |
| Boreal Capital Management LLC | 42 | $8.82K | 0.01% | 00.0% | Unchanged |
| Evelyn Partners Investment Management (Europe) Ltd | 40 | $8.40K | 0.00% | 00.0% | Unchanged |
| Legend Capital Advisors LLC | 40 | $8.40K | 0.01% | +40 | New |
| Team Financial Group, LLC | 39 | $8.19K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 42 | $8.00K | 0.00% | −2−4.5% | Reduced |
| NVWM, LLC | 34 | $7.14K | 0.00% | −2,599−98.7% | Reduced |
| Pin Oak Investment Advisors Inc | 34 | $7.00K | 0.00% | 00.0% | Unchanged |
| Mosley Wealth Management | 29 | $6.94K | 0.00% | +29 | New |
| Cedar Mountain Advisors, LLC | 31 | $6.53K | 0.00% | +15+93.8% | Added |
| Paladin Advisory Group, LLC | 31 | $6.51K | 0.00% | 00.0% | Unchanged |
| Clal Insurance Enterprises Holdings Ltd | 30 | $6.00K | 0.00% | −5−14.3% | Reduced |
| Ogorek Anthony Joseph | 30 | $6.00K | 0.00% | +13+76.5% | Added |
| Rakuten Securities, Inc. | 28 | $5.88K | 0.00% | −10−26.3% | Reduced |
| Bayban | 28 | $5.88K | 0.01% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 27 | $5.67K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 27 | $5.67K | 0.00% | +27 | New |
| Atlantic Edge Private Wealth Management, LLC | 26 | $5.46K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 26 | $5.46K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 25 | $5.25K | 0.00% | −28−52.8% | Reduced |
| Fairway Wealth LLC | 25 | $5.25K | 0.00% | −7−21.9% | Reduced |
| 1620 Investment Advisors, Inc. | 25 | $5.25K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 25 | $5.25K | 0.00% | +25 | New |
| Atomic Invest LLC | 24 | $5.15K | 0.00% | +9+60.0% | Added |
| Clark Wealth Partners | 24 | $5.04K | 0.00% | −1−4.0% | Reduced |
| Beacon Financial Strategies CORP | 23 | $4.83K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 23 | $4.83K | 0.00% | +23 | New |
| Cranbrook Wealth Management, LLC | 22 | $4.62K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 21 | $4.41K | 0.00% | +16+320.0% | Added |
| United Financial Planning Group LLC | 20 | $4.20K | 0.00% | +20 | New |
| Strengthening Families & Communities, LLC | 19 | $4.03K | 0.00% | +19 | New |
| SOA Wealth Advisors, LLC. | 19 | $3.99K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 18 | $3.78K | 0.00% | +12+200.0% | Added |
| Intentional Wealth Strategies, LLC | 18 | $3.78K | 0.00% | +18 | New |
| Security National Bank | 17 | $3.57K | 0.00% | +17 | New |
| Godsey & Gibb Associates | 16 | $3.36K | 0.00% | −14−46.7% | Reduced |
| Signature Resources Capital Management, LLC | 16 | $3.36K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 15 | $3.15K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 15 | $3.15K | 0.00% | 00.0% | Unchanged |
| Portus Wealth Advisors, LLC | 15 | $3.15K | 0.00% | +15 | New |
| Kimelman & Baird, LLC | 13 | $2.73K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 12 | $2.52K | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 12 | $2.40K | 0.00% | +6+100.0% | Added |
| Clear Investment Research, LLC | 11 | $2.40K | 0.00% | +11 | New |
| Minot DeBlois Advisors LLC | 10 | $2.10K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 10 | $2.10K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Meramec Financial Planners, LLC | 10 | $1.98K | 0.00% | 00.0% | Unchanged |
| Capital Advisor Network LLC | 9 | $1.89K | 0.00% | +9 | New |
| Noble Wealth Management PBC | 8 | $1.68K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 8 | $1.68K | 0.00% | +8 | New |
