| Truvestments Capital LLC | 51 | $10.9K | 0.00% | −45−46.9% | Reduced |
| Flagship Wealth Advisors, LLC | 50 | $10.7K | 0.00% | 00.0% | Unchanged |
| Vision Retirement, LLC | 50 | $10.7K | 0.00% | +50 | New |
| Vermillion Wealth Management, Inc. | 49 | $10.5K | 0.00% | +27+122.7% | Added |
| Estabrook Capital Management | 48 | $10.2K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 46 | $9.83K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 45 | $9.62K | 0.00% | +45 | New |
| Central Trust Co | 45 | $9.60K | 0.00% | +1+2.3% | Added |
| Hilton Head Capital Partners, LLC | 44 | $9.33K | 0.01% | +44 | New |
| Prestige Wealth Management Group LLC | 42 | $8.97K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 42 | $8.96K | 0.00% | +6+16.7% | Added |
| Nemes Rush Group LLC | 41 | $8.75K | 0.00% | +3+7.9% | Added |
| Wilkerson Advisory Group LLC | 41 | $8.75K | 0.00% | +41 | New |
| Triumph Capital Management | 40 | $8.54K | 0.00% | +40 | New |
| TD Capital Management LLC | 40 | $8.48K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 40 | $8.43K | 0.00% | −10−20.0% | Reduced |
| SJS Investment Consulting Inc. | 39 | $8.33K | 0.00% | +7+21.9% | Added |
| Clark Wealth Partners | 39 | $8.32K | 0.01% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 39 | $8.32K | 0.00% | +16+69.6% | Added |
| Hollencrest Capital Management | 38 | $8.11K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 36 | $8.00K | 0.00% | −9−20.0% | Reduced |
| Roble, Belko & Company, Inc | 38 | $8.00K | 0.00% | +38 | New |
| Strategic Wealth Partners, Ltd. | 37 | $7.90K | 0.00% | +14+60.9% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 37 | $7.90K | 0.01% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 37 | $7.90K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 37 | $7.89K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 36 | $7.71K | 0.00% | −4−10.0% | Reduced |
| Howard Hughes Medical Institute | 36 | $7.68K | 0.00% | 00.0% | Unchanged |
| Optima Capital LLC | 36 | $7.68K | 0.00% | +36 | New |
| North Star Investment Management Corp. | 35 | $7.49K | 0.00% | +6+20.7% | Added |
| TFC Financial Management | 35 | $7.47K | 0.00% | 00.0% | Unchanged |
| Trust Co | 35 | $7.47K | 0.00% | +35 | New |
| Strategic Investment Solutions, Inc. | 35 | $7.47K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 35 | $7.38K | 0.00% | +35 | New |
| Camelot Portfolios, LLC | 34 | $7.26K | 0.00% | +34 | New |
| Godfrey Financial Associates, Inc. | 34 | $7.15K | 0.01% | +34 | New |
| Avion Wealth | 36 | $7.00K | 0.00% | +3+9.1% | Added |
| Financial Network Wealth Advisors LLC | 31 | $6.64K | 0.01% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 31 | $6.62K | 0.00% | +30+3,000.0% | Added |
| Cornerstone Planning Group LLC | 28 | $6.41K | 0.00% | −3,325−99.2% | Reduced |
| Trust Co of Toledo NA | 30 | $6.40K | 0.00% | −2−6.3% | Reduced |
| City State Bank | 30 | $6.40K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 29 | $6.19K | 0.00% | +5+20.8% | Added |
| Rossby Financial, LCC | 29 | $6.19K | 0.00% | +22+314.3% | Added |
| Johnson Financial Group, Inc. | 28 | $5.98K | 0.00% | −279−90.9% | Reduced |
| Cornerstone Financial Management LLC | 28 | $5.98K | 0.01% | +28 | New |
| Addison Advisors LLC | 27 | $5.76K | 0.00% | −89−76.7% | Reduced |
| BOK Financial Private Wealth, Inc. | 27 | $5.76K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 27 | $5.76K | 0.00% | −16−37.2% | Reduced |
| Greenline Wealth Management LLC | 26 | $5.59K | 0.01% | +26 | New |
| Jackson, Grant Investment Advisers, Inc. | 26 | $5.55K | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 26 | $5.55K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 26 | $5.55K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 26 | $5.55K | 0.00% | +25+2,500.0% | Added |
| DiNuzzo Private Wealth, Inc. | 25 | $5.34K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 25 | $5.34K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 24 | $5.12K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 23 | $4.91K | 0.00% | +3+15.0% | Added |
| Center for Financial Planning, Inc. | 23 | $4.91K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 23 | $4.91K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 23 | $4.91K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 22 | $4.75K | 0.00% | −1−4.3% | Reduced |
| Heritage Wealth Advisors | 22 | $4.70K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 22 | $4.70K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 22 | $4.70K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 21 | $4.58K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 21 | $4.48K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 21 | $4.48K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 20 | $4.28K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 20 | $4.27K | 0.00% | −1−4.8% | Reduced |
| New England Capital Financial Advisors LLC | 19 | $4.11K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 19 | $4.10K | 0.00% | −1−5.0% | Reduced |
| New Millennium Group LLC | 19 | $4.06K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 19 | $4.06K | 0.00% | +14+280.0% | Added |
| Bollard Group LLC | 20 | $4.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 18 | $4.00K | 0.00% | −2−10.0% | Reduced |
| SOA Wealth Advisors, LLC. | 18 | $3.84K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 18 | $3.84K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 18 | $3.84K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 18 | $3.84K | 0.00% | +7+63.6% | Added |
| Colonial Trust Advisors | 17 | $3.63K | 0.00% | −5−22.7% | Reduced |
| Hughes Financial Services, LLC | 17 | $3.63K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 17 | $3.63K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 17 | $3.60K | 0.00% | +2+13.3% | Added |
| Atwood & Palmer Inc | 16 | $3.42K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 16 | $3.42K | 0.00% | +1+6.7% | Added |
| Edmond de Rothschild Holding S.A. | 16 | $3.42K | 0.00% | −9−36.0% | Reduced |
| Richardson Capital Management LLC | 16 | $3.42K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 16 | $3.42K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 16 | $3.42K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 16 | $3.42K | 0.00% | +6+60.0% | Added |
| McIlrath & Eck, LLC | 15 | $3.20K | 0.00% | +1+7.1% | Added |
| Wall Street Access Asset Management, LLC | 15 | $3.20K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 15 | $3.20K | 0.00% | +5+50.0% | Added |
| DHJJ Financial Advisors, Ltd. | 14 | $3.03K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 14 | $2.99K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 14 | $2.99K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 14 | $2.99K | 0.00% | +1+7.7% | Added |
| Eq Wealth Advisors, LLC | 14 | $2.99K | 0.00% | +14 | New |
| Financial Freedom, LLC | 14 | $2.89K | 0.00% | 00.0% | Unchanged |