| Prestige Wealth Management Group LLC | 272 | $16.2K | 0.00% | +5+1.9% | Added |
| New England Capital Financial Advisors LLC | 264 | $15.7K | 0.01% | +2+0.8% | Added |
| Private Wealth Management Group, LLC | 254 | $15.1K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 250 | $15.0K | 0.01% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 250 | $14.9K | 0.00% | +250 | New |
| Mendota Financial Group, LLC | 244 | $14.5K | 0.01% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 235 | $14.0K | 0.00% | −4−1.7% | Reduced |
| Westside Investment Management, Inc. | 231 | $13.8K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 236 | $13.7K | 0.00% | −112−32.2% | Reduced |
| Peterson Financial Group, Inc. | 227 | $13.5K | 0.05% | +227 | New |
| Colonial Trust Advisors | 225 | $13.4K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 219 | $13.1K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 212 | $12.6K | 0.00% | +125+143.7% | Added |
| RE Dickinson Investment Advisors, LLC | 210 | $12.5K | 0.01% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 195 | $12.3K | 0.01% | +195 | New |
| Legacy Wealth Managment, LLC | 195 | $12.3K | 0.01% | +195 | New |
| Plato Investment Management Ltd | 207 | $12.3K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 201 | $12.0K | 0.00% | +7+3.6% | Added |
| Centennial Bank | 200 | $11.9K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 198 | $11.8K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 190 | $11.3K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 187 | $11.0K | 0.00% | −3,743−95.2% | Reduced |
| NBC Securities, Inc. | 200 | $11.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 183 | $10.9K | 0.00% | +16+9.6% | Added |
| Ashton Thomas Securities, LLC | 183 | $10.9K | 0.00% | +183 | New |
| New Millennium Group LLC | 176 | $10.5K | 0.01% | +1+0.6% | Added |
| GW&K Investment Management, LLC | 164 | $10.0K | 0.00% | +22+15.5% | Added |
| Harbor Capital Advisors, Inc. | 173 | $10.0K | 0.00% | +173 | New |
| Aspect Partners, LLC | 160 | $9.51K | 0.01% | +2+1.3% | Added |
| Wolff Wiese Magana LLC | 155 | $9.23K | 0.01% | +139+868.8% | Added |
| Avion Wealth | 156 | $9.00K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 149 | $8.87K | 0.00% | +149 | New |
| JFS Wealth Advisors, LLC | 140 | $8.34K | 0.00% | +21+17.6% | Added |
| NewSquare Capital LLC | 140 | $8.34K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 136 | $8.10K | 0.00% | +56+70.0% | Added |
| Reuter James Wealth Management, LLC | 135 | $8.04K | 0.00% | +135 | New |
| Bell Investment Advisors, Inc | 127 | $7.57K | 0.00% | −11−8.0% | Reduced |
| Bruce G. Allen Investments, LLC | 122 | $7.27K | 0.01% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 118 | $7.03K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 130 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 125 | $7.00K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 114 | $6.79K | 0.00% | +114 | New |
| Capital Performance Advisors LLP | 110 | $6.55K | 0.00% | +110 | New |
| MV Capital Management, Inc. | 107 | $6.37K | 0.00% | +5+4.9% | Added |
| McIlrath & Eck, LLC | 105 | $6.25K | 0.00% | +105 | New |
| Bogart Wealth, LLC | 103 | $6.15K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 102 | $6.08K | 0.00% | +4+4.1% | Added |
| Manchester Capital Management LLC | 100 | $5.96K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 100 | $5.96K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 100 | $5.96K | 0.00% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 100 | $5.96K | 0.00% | +100 | New |
| MidAtlantic Capital Management, Inc. | 99 | $5.90K | 0.00% | +99 | New |
| Addison Advisors LLC | 94 | $5.60K | 0.00% | +94 | New |
| Abound Wealth Management | 93 | $5.57K | 0.00% | +51+121.4% | Added |
| Cedar Mountain Advisors, LLC | 93 | $5.54K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 83 | $5.00K | 0.00% | −1,404−94.4% | Reduced |
| Financial Management Professionals, Inc. | 83 | $5.00K | 0.00% | +44+112.8% | Added |
| Pinnacle Bancorp, Inc. | 83 | $4.94K | 0.00% | +39+88.6% | Added |
| Legend Financial Advisors, Inc. | 82 | $4.88K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 77 | $4.59K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 73 | $4.35K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 70 | $4.17K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 68 | $4.05K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 65 | $3.87K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 57 | $3.40K | 0.00% | −2−3.4% | Reduced |
| Grove Bank & Trust | 56 | $3.33K | 0.00% | −44−44.0% | Reduced |
| ClariVest Asset Management LLC | 58 | $3.31K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 55 | $3.28K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 55 | $3.28K | 0.00% | +55 | New |
| Oarsman Capital, Inc. | 50 | $2.98K | 0.00% | +50 | New |
| Dunhill Financial, LLC | 49 | $2.94K | 0.00% | +32+188.2% | Added |
| Harbor Investment Advisory, LLC | 42 | $2.50K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 41 | $2.44K | 0.00% | −29−41.4% | Reduced |
| Painted Porch Advisors LLC | 38 | $2.26K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 35 | $2.08K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 34 | $2.02K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 32 | $1.91K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 31 | $1.85K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 30 | $1.79K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 27 | $1.73K | 0.00% | −133−83.1% | Reduced |
| Eagle Bay Advisors LLC | 29 | $1.73K | 0.00% | 00.0% | Unchanged |
| Trust Co | 28 | $1.67K | 0.00% | −18−39.1% | Reduced |
| Fairscale Capital, LLC | 28 | $1.67K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 28 | $1.67K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 27 | $1.61K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 26 | $1.55K | 0.00% | +6+30.0% | Added |
| Belpointe Asset Management LLC | 26 | $1.53K | 0.00% | +26 | New |
| DiNuzzo Private Wealth, Inc. | 24 | $1.43K | 0.00% | +1+4.3% | Added |
| Rothschild Investment LLC | 23 | $1.37K | 0.00% | +5+27.8% | Added |
| Skopos Labs, Inc. | 23 | $1.37K | 0.00% | +23 | New |
| Kozak & Associates, Inc. | 22 | $1.36K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 22 | $1.31K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 17 | $1.01K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 18 | $1.00K | 0.00% | +18 | New |
| Continuum Advisory, LLC | 15 | $960 | 0.00% | −85−85.0% | Reduced |
| Carolinas Wealth Consulting LLC | 16 | $953 | 0.00% | +5+45.5% | Added |
| Bartlett & Co. Wealth Management LLC | 14 | $834 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 13 | $775 | 0.00% | +10+333.3% | Added |