| Fairscale Capital, LLC | 526 | $34.9K | 0.02% | −406−43.6% | Reduced |
| Provenance Wealth Advisors, LLC | 526 | $34.4K | 0.00% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 512 | $33.5K | 0.01% | +512 | New |
| Hollencrest Capital Management | 503 | $32.9K | 0.00% | 00.0% | Unchanged |
| Inlight Wealth Management, LLC | 500 | $32.7K | 0.01% | 00.0% | Unchanged |
| Costello Asset Management, INC | 500 | $32.7K | 0.01% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 500 | $32.6K | 0.02% | +100+25.0% | Added |
| JNBA Financial Advisors | 492 | $32.2K | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 490 | $32.1K | 0.01% | +490 | New |
| Plante Moran Financial Advisors, LLC | 480 | $31.4K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 474 | $31.0K | 0.01% | −10−2.1% | Reduced |
| Planning Project LLC | 471 | $30.8K | 0.01% | +471 | New |
| Adirondack Trust Co | 447 | $29.2K | 0.01% | 00.0% | Unchanged |
| Trust Co | 442 | $28.9K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 442 | $28.9K | 0.00% | +26+6.3% | Added |
| MH & Associates Securities Management Corp | 440 | $28.8K | 0.02% | +440 | New |
| Pin Oak Investment Advisors Inc | 378 | $28.0K | 0.02% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 422 | $27.6K | 0.00% | 00.0% | Unchanged |
| YANKCOM Partnership | 390 | $25.5K | 0.01% | +232+146.8% | Added |
| Key Financial Inc | 380 | $24.8K | 0.00% | −97−20.3% | Reduced |
| Acumen Wealth Advisors, LLC | 373 | $24.4K | 0.01% | +373 | New |
| Barrett & Company, Inc. | 350 | $22.9K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 348 | $22.8K | 0.00% | −2−0.6% | Reduced |
| Monetary Solutions, Ltd | 332 | $21.7K | 0.02% | +332 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 317 | $20.7K | 0.01% | +317 | New |
| Ancora Advisors, LLC | 317 | $20.7K | 0.00% | +317 | New |
| SJS Investment Consulting Inc. | 314 | $20.5K | 0.00% | +314 | New |
| Commonwealth Retirement Investments LLC | 311 | $20.3K | 0.01% | +311 | New |
| Essential Partners LLC | 303 | $19.8K | 0.01% | +303 | New |
| Murphy & Mullick Capital Management Corp | 300 | $19.6K | 0.01% | +1+0.3% | Added |
| Triumph Capital Management | 299 | $19.6K | 0.00% | +299 | New |
| Robinswood Financial LLC | 299 | $19.6K | 0.01% | +299 | New |
| UMA Financial Services, Inc. | 297 | $19.4K | 0.00% | +195+191.2% | Added |
| Valley National Advisers Inc | 300 | $19.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 286 | $18.7K | 0.00% | +72+33.6% | Added |
| Keating Financial Advisory Services, Inc. | 284 | $18.6K | 0.00% | +284 | New |
| TD Capital Management LLC | 281 | $18.4K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 280 | $18.3K | 0.00% | −85−23.3% | Reduced |
| GW&K Investment Management, LLC | 273 | $18.0K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 266 | $17.4K | 0.01% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 259 | $17.0K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 257 | $16.8K | 0.00% | −39−13.2% | Reduced |
| WealthCollab, LLC | 242 | $15.8K | 0.01% | +91+60.3% | Added |
| Laurel Wealth Advisors LLC | 236 | $15.4K | 0.00% | +236 | New |
| True Wealth Design, LLC | 223 | $14.6K | 0.00% | −44−16.5% | Reduced |
| Union Savings Bank | 223 | $14.6K | 0.01% | +223 | New |
| Newbridge Financial Services Group, Inc. | 218 | $14.3K | 0.00% | +2+0.9% | Added |
| Avion Wealth | 222 | $14.0K | 0.00% | 00.0% | Unchanged |
| Pingora Partners LLC | 209 | $13.7K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 200 | $13.1K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 200 | $13.1K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 200 | $13.1K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 200 | $13.1K | 0.01% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 200 | $13.1K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 200 | $13.1K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 204 | $13.0K | 0.00% | +204 | New |
| Maseco LLP | 191 | $12.5K | 0.00% | +191 | New |
| TFC Financial Management | 185 | $12.1K | 0.00% | +185 | New |
| Bare Financial Services, Inc | 168 | $11.0K | 0.00% | −22−11.6% | Reduced |
| North Star Investment Management Corp. | 167 | $10.9K | 0.00% | +67+67.0% | Added |
| MUFG Securities EMEA plc | 162 | $10.6K | 0.00% | +162 | New |
| Cornerstone Planning Group LLC | 147 | $10.5K | 0.00% | +130+764.7% | Added |
| Pinnacle Bancorp, Inc. | 158 | $10.3K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 154 | $10.1K | 0.01% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 151 | $9.88K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 150 | $9.81K | 0.00% | +75+100.0% | Added |
| Kentucky Trust Co | 150 | $9.79K | 0.01% | 00.0% | Unchanged |
| CDKV Holdings LLC | 133 | $8.70K | 0.01% | +133 | New |
| Financial Perspectives, Inc | 132 | $8.63K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 130 | $8.48K | 0.00% | +130 | New |
| Boreal Capital Management LLC | 118 | $7.82K | 0.01% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 112 | $7.52K | 0.00% | +112 | New |
| Trust Co of Toledo NA | 114 | $7.46K | 0.00% | −274−70.6% | Reduced |
| Caldwell Sutter Capital, Inc. | 111 | $7.26K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 111 | $7.26K | 0.00% | +75+208.3% | Added |
| Fairman Group, LLC | 110 | $7.20K | 0.01% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 110 | $7.20K | 0.00% | +11+11.1% | Added |
| Hager Investment Management Services, LLC | 109 | $7.13K | 0.00% | +109 | New |
| Financial Consulate, Inc | 107 | $7.00K | 0.00% | +35+48.6% | Added |
| Quest 10 Wealth Builders, Inc. | 106 | $6.93K | 0.01% | −12−10.2% | Reduced |
| WPG Advisers, LLC | 106 | $6.93K | 0.01% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 104 | $6.80K | 0.00% | +104 | New |
| Stone House Investment Management, LLC | 102 | $6.67K | 0.00% | +15+17.2% | Added |
| New England Capital Financial Advisors LLC | 101 | $6.61K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 100 | $6.54K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 100 | $6.54K | 0.00% | +100 | New |
| Cape Investment Advisory, Inc. | 97 | $6.35K | 0.00% | +97 | New |
| Joseph Group Capital Management | 94 | $6.15K | 0.00% | +94 | New |
| Purpose Unlimited Inc. | 94 | $6.15K | 0.00% | +94 | New |
| Coston, McIsaac & Partners | 94 | $6.00K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 90 | $5.89K | 0.01% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 87 | $5.69K | 0.00% | +87 | New |
| Legacy Wealth Managment, LLC | 79 | $5.17K | 0.00% | +79 | New |
| Optima Capital LLC | 78 | $5.10K | 0.00% | +78 | New |
| Hazlett, Burt & Watson, Inc. | 75 | $5.00K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 76 | $4.97K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 76 | $4.97K | 0.00% | +75+7,500.0% | Added |
| Signature Equity Partners, LLC | 75 | $4.91K | 0.00% | +75 | New |
| Rossby Financial, LCC | 73 | $4.78K | 0.00% | +21+40.4% | Added |
| Harbor Asset Planning, Inc. | 72 | $4.71K | 0.00% | 00.0% | Unchanged |