| Private Wealth Asset Management, LLC | 296 | $26.3K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 290 | $25.8K | 0.01% | +200+222.2% | Added |
| SJS Investment Consulting Inc. | 284 | $25.2K | 0.00% | +36+14.5% | Added |
| Keating Financial Advisory Services, Inc. | 274 | $24.3K | 0.00% | +37+15.6% | Added |
| Blueline Advisors LLC | 266 | $23.6K | 0.02% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 248 | $22.0K | 0.00% | +2+0.8% | Added |
| Bellevue Asset Management, LLC | 238 | $21.1K | 0.01% | +2+0.8% | Added |
| Stance Capital LLC | 238 | $21.1K | 0.01% | −35,065−99.3% | Reduced |
| Ares Financial Consulting, LLC | 238 | $21.1K | 0.02% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 235 | $21.0K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 231 | $20.5K | 0.01% | 00.0% | Unchanged |
| Syntax Research, Inc. | 230 | $20.4K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 226 | $20.1K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 207 | $18.4K | 0.00% | +159+331.3% | Added |
| Kemnay Advisory Services Inc. | 202 | $17.9K | 0.00% | +14+7.4% | Added |
| Cape Investment Advisory, Inc. | 197 | $17.5K | 0.00% | +197 | New |
| Citizens National Bank Trust Department | 194 | $17.2K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 189 | $16.8K | 0.00% | +136+256.6% | Added |
| Synergy Investment Management, LLC | 182 | $16.2K | 0.00% | −3−1.6% | Reduced |
| Quarry LP | 181 | $16.1K | 0.00% | −209−53.6% | Reduced |
| Dogwood Wealth Management LLC | 179 | $15.9K | 0.01% | +48+36.6% | Added |
| Action Point Financial Planning, LLC | 182 | $15.9K | 0.00% | +182 | New |
| N.E.W. Advisory Services LLC | 178 | $15.8K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 174 | $15.5K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 177 | $15.0K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 168 | $14.9K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 163 | $14.5K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 156 | $13.9K | 0.00% | 00.0% | Unchanged |
| Guinness Atkinson Asset Management Inc | 152 | $13.5K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 152 | $13.5K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 148 | $13.1K | 0.00% | +148 | New |
| Park Place Capital Corp | 132 | $11.7K | 0.00% | −4−2.9% | Reduced |
| Wilkerson Advisory Group LLC | 132 | $11.7K | 0.00% | +25+23.4% | Added |
| AdvisorNet Financial, Inc | 127 | $11.3K | 0.00% | +37+41.1% | Added |
| Bare Financial Services, Inc | 126 | $11.2K | 0.00% | +59+88.1% | Added |
| Richardson Financial Services Inc. | 125 | $11.1K | 0.01% | +22+21.4% | Added |
| Financial Life Planners | 124 | $11.0K | 0.01% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 124 | $11.0K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 124 | $11.0K | 0.00% | +1+0.8% | Added |
| Cornerstone Financial Management LLC | 123 | $10.9K | 0.01% | +50+68.5% | Added |
| Continuum Advisory, LLC | 122 | $10.8K | 0.00% | +122 | New |
| American National Bank | 117 | $10.4K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 116 | $10.3K | 0.00% | +12+11.5% | Added |
| Clear Street Markets LLC | 113 | $10.0K | 0.00% | +35+44.9% | Added |
| TSFG, LLC | 109 | $10.0K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 112 | $9.95K | 0.00% | +3+2.8% | Added |
| Kingdom Financial Group LLC. | 112 | $9.95K | 0.00% | +112 | New |
| Westfuller Advisors, LLC | 110 | $9.84K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 108 | $9.59K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 100 | $8.89K | 0.00% | +56+127.3% | Added |
| Strategic Wealth Partners, Ltd. | 100 | $8.88K | 0.00% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 100 | $8.88K | 0.00% | +100 | New |
| Premier Financial Group | 100 | $8.88K | 0.00% | +100 | New |
| JPL Wealth Management, LLC | 89 | $7.90K | 0.00% | −43−32.6% | Reduced |
| Fortitude Family Office, LLC | 87 | $7.73K | 0.00% | 00.0% | Unchanged |
| Joseph Group Capital Management | 87 | $7.73K | 0.00% | +87 | New |
| Stone House Investment Management, LLC | 83 | $7.37K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 78 | $6.94K | 0.00% | +59+310.5% | Added |
| MTM Investment Management, LLC | 78 | $6.93K | 0.00% | −200−71.9% | Reduced |
| Greykasell Wealth Strategies, Inc. | 72 | $6.39K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 71 | $6.30K | 0.00% | +14+24.6% | Added |
| Kilter Group LLC | 70 | $6.22K | 0.00% | −7−9.1% | Reduced |
| ZRC Wealth Management, LLC | 70 | $6.22K | 0.00% | +46+191.7% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 69 | $6.13K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 68 | $6.04K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 65 | $5.77K | 0.00% | +13+25.0% | Added |
| Highline Wealth Partners LLC | 63 | $5.63K | 0.00% | +10+18.9% | Added |
| Quest 10 Wealth Builders, Inc. | 62 | $5.52K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 59 | $5.24K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 57 | $5.13K | 0.00% | +3+5.6% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 57 | $5.10K | 0.01% | 00.0% | Unchanged |
| MidFirst Bank | 57 | $5.06K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 57 | $5.06K | 0.00% | +57 | New |
| BOK Financial Private Wealth, Inc. | 56 | $5.03K | 0.00% | +56 | Added |
| Financial Management Professionals, Inc. | 51 | $4.55K | 0.00% | +4+8.5% | Added |
| Aberdeen Wealth Management LLC | 50 | $4.44K | 0.00% | +50 | New |
| Hager Investment Management Services, LLC | 50 | $4.44K | 0.00% | +50 | New |
| Burk Holdings LLC | 48 | $4.26K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 47 | $4.17K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 47 | $4.17K | 0.00% | +22+88.0% | Added |
| McDonald Partners LLC | 46 | $4.08K | 0.00% | +46 | New |
| Arlington Trust Co LLC | 44 | $3.91K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 44 | $3.91K | 0.00% | +44 | New |
| Mosley Wealth Management | 40 | $3.55K | 0.00% | −2−4.8% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 39 | $3.46K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 36 | $3.20K | 0.00% | −101−73.7% | Reduced |
| Triumph Capital Management | 36 | $3.20K | 0.00% | +9+33.3% | Added |
| TFC Financial Management | 35 | $3.11K | 0.00% | +7+25.0% | Added |
| Caitong International Asset Management Co., Ltd | 35 | $3.11K | 0.00% | +27+337.5% | Added |
| Crewe Advisors LLC | 35 | $3.11K | 0.00% | +35 | New |
| Centerpoint Advisors, LLC | 39 | $3.00K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 33 | $2.95K | 0.00% | −43−56.6% | Reduced |
| RMG Wealth Management LLC | 33 | $2.94K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 33 | $2.93K | 0.01% | −509−93.9% | Reduced |
| EFG International AG | 32 | $2.84K | 0.00% | +17+113.3% | Added |
| Basepoint Wealth LLC | 31 | $2.79K | 0.00% | 00.0% | Unchanged |
| Fulcrum Asset Management LLP | 30 | $2.68K | 0.00% | +30 | New |
| Atlantic Union Bankshares Corp | 30 | $2.66K | 0.00% | −8−21.1% | Reduced |
| Principia Wealth Advisory, LLC | 30 | $2.66K | 0.00% | +4+15.4% | Added |
| First Command Advisory Services, Inc. | 29 | $2.58K | 0.00% | 00.0% | Unchanged |