| TD Private Client Wealth LLC | 272 | $19.9K | 0.00% | −7−2.5% | Reduced |
| Private Wealth Management Group, LLC | 256 | $18.7K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 255 | $18.6K | 0.00% | +255 | New |
| Atlantic Edge Private Wealth Management, LLC | 250 | $18.3K | 0.00% | −250−50.0% | Reduced |
| Hollencrest Capital Management | 243 | $17.7K | 0.00% | +2+0.8% | Added |
| Evolution Wealth Management Inc. | 241 | $17.6K | 0.01% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 235 | $17.2K | 0.01% | +1+0.4% | Added |
| Plante Moran Financial Advisors, LLC | 223 | $16.3K | 0.00% | +223 | New |
| Coston, McIsaac & Partners | 224 | $16.0K | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 214 | $16.0K | 0.01% | +38+21.6% | Added |
| Bullock Wealth Management Group | 205 | $15.1K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 200 | $14.6K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 195 | $14.2K | 0.01% | +134+219.7% | Added |
| Monetary Solutions, Ltd | 182 | $13.3K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 181 | $13.2K | 0.00% | +73+67.6% | Added |
| Cherry Tree Wealth Management, LLC | 179 | $13.1K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 175 | $12.8K | 0.01% | −112−39.0% | Reduced |
| Grove Bank & Trust | 171 | $12.5K | 0.00% | +18+11.8% | Added |
| CX Institutional | 163 | $12.0K | 0.00% | +163 | New |
| Massmutual Trust Co FSB | 154 | $11.2K | 0.00% | −88−36.4% | Reduced |
| Kozak & Associates, Inc. | 142 | $11.0K | 0.00% | +1+0.7% | Added |
| Farmers & Merchants Investments Inc | 140 | $10.2K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 140 | $10.2K | 0.00% | 00.0% | Unchanged |
| Newton One Investments LLC | 139 | $10.1K | 0.00% | +1+0.7% | Added |
| American National Bank | 122 | $8.91K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 121 | $8.84K | 0.01% | +121 | New |
| Magnolia Wealth Management, LLC | 120 | $8.76K | 0.01% | +120 | New |
| Wall Street Financial Group, Inc. | 119 | $8.69K | 0.01% | +119 | New |
| Keating Financial Advisory Services, Inc. | 118 | $8.62K | 0.00% | −28−19.2% | Reduced |
| United Financial Planning Group LLC | 112 | $8.18K | 0.00% | +112 | New |
| LRI Investments, LLC | 108 | $7.89K | 0.00% | +50+86.2% | Added |
| Whipplewood Advisors, LLC | 103 | $7.52K | 0.00% | +103 | New |
| Salomon & Ludwin, LLC | 99 | $7.34K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 100 | $7.30K | 0.00% | −1,600−94.1% | Reduced |
| Newbridge Financial Services Group, Inc. | 86 | $6.28K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 85 | $6.21K | 0.00% | −2−2.3% | Reduced |
| Heritage Wealth Advisors | 83 | $6.06K | 0.00% | −304−78.6% | Reduced |
| Capital Advisors, Ltd. LLC | 77 | $6.00K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 80 | $5.84K | 0.00% | +80 | New |
| Wall Street Access Asset Management, LLC | 67 | $5.41K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 71 | $5.19K | 0.00% | +47+195.8% | Added |
| UMA Financial Services, Inc. | 70 | $5.11K | 0.00% | +60+600.0% | Added |
| Synergy Investment Management, LLC | 70 | $5.11K | 0.00% | +70 | New |
| Key Financial Inc | 64 | $4.67K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 63 | $4.62K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 59 | $4.31K | 0.00% | +59 | New |
| Kingdom Financial Group LLC. | 57 | $4.16K | 0.00% | −69−54.8% | Reduced |
| Lloyd Advisory Services, LLC. | 57 | $4.16K | 0.00% | +57 | New |
| Owl Creek Wealth Partners LLC | 55 | $4.02K | 0.00% | +55 | New |
| DiNuzzo Private Wealth, Inc. | 53 | $3.87K | 0.00% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 47 | $3.43K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 40 | $2.92K | 0.00% | −28−41.2% | Reduced |
| MidFirst Bank | 40 | $2.92K | 0.00% | +40 | New |
| Spire Wealth Management | 39 | $2.85K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 38 | $2.77K | 0.00% | −26−40.6% | Reduced |
| IMA Wealth, Inc. | 38 | $2.77K | 0.00% | −4−9.5% | Reduced |
| Retirement Wealth Solutions LLC | 34 | $2.48K | 0.00% | +11+47.8% | Added |
| Cromwell Holdings LLC | 32 | $2.34K | 0.00% | +8+33.3% | Added |
| Rialto Wealth Management, LLC | 32 | $2.34K | 0.00% | +14+77.8% | Added |
| South State Corp. | 30 | $2.19K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 30 | $2.19K | 0.00% | +9+42.9% | Added |
| Financial Management Professionals, Inc. | 29 | $2.12K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 28 | $2.04K | 0.00% | −7−20.0% | Reduced |
| Cornerstone Financial Management LLC | 28 | $2.04K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 32 | $2.00K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 27 | $2.00K | 0.00% | +16+145.5% | Added |
| Torren Management, LLC | 27 | $1.96K | 0.00% | −2,691−99.0% | Reduced |
| Cornerstone Planning Group LLC | 24 | $1.94K | 0.00% | +24 | New |
| Clean Yield Group | 26 | $1.90K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 25 | $1.81K | 0.00% | −60−70.6% | Reduced |
| Bogart Wealth, LLC | 24 | $1.75K | 0.00% | +10+71.4% | Added |
| Arlington Trust Co LLC | 21 | $1.53K | 0.00% | +21 | New |
| NBT Bank N A | 19 | $1.39K | 0.00% | +19 | New |
| Winch Advisory Services, LLC | 19 | $1.35K | 0.00% | +1+5.6% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 18 | $1.33K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 15 | $1.09K | 0.00% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 12 | $1.00K | 0.00% | −8−40.0% | Reduced |
| HFM Investment Advisors, LLC | 13 | $949 | 0.00% | +2+18.2% | Added |
| Caitong International Asset Management Co., Ltd | 11 | $803 | 0.00% | −248−95.8% | Reduced |
| Vermillion Wealth Management, Inc. | 11 | $803 | 0.00% | +11 | New |
| Intentional Wealth Strategies, LLC | 11 | $803 | 0.00% | +11 | New |
| Dunhill Financial, LLC | 10 | $770 | 0.00% | +6+150.0% | Added |
| Principia Wealth Advisory, LLC | 10 | $730 | 0.00% | −3−23.1% | Reduced |
| Hughes Financial Services, LLC | 10 | $730 | 0.00% | +1+11.1% | Added |
| Bare Financial Services, Inc | 9 | $657 | 0.00% | −29−76.3% | Reduced |
| 1015 Capital Partners, LLC | 8 | $584 | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 6 | $438 | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 6 | $438 | 0.00% | +6 | New |
| Prestige Wealth Management Group LLC | 5 | $366 | 0.00% | +5 | New |
| Creative Financial Designs Inc | 5 | $365 | 0.00% | +5 | New |
| Highline Wealth Partners LLC | 4 | $292 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 4 | $292 | 0.00% | +4 | New |
| Kilter Group LLC | 3 | $220 | 0.00% | −10−76.9% | Reduced |
| DecisionPoint Financial, LLC | 3 | $220 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 3 | $220 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 3 | $220 | 0.00% | +2+200.0% | Added |
| Raffa Wealth Management, LLC | 3 | $219 | 0.00% | +3 | New |
| Quaker Wealth Management, LLC | 2 | $147 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $74 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 1 | $73 | 0.00% | 00.0% | Unchanged |
