| Caldwell Trust Co | 93 | $8.03K | 0.00% | +93 | New |
| Ogorek Anthony Joseph | 98 | $8.00K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 90 | $7.77K | 0.00% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 75 | $7.22K | 0.00% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 81 | $6.99K | 0.00% | +81 | New |
| Eukles Asset Management | 80 | $6.90K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 77 | $6.64K | 0.00% | −106−57.9% | Reduced |
| Bartlett & Co. Wealth Management LLC | 75 | $6.47K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 74 | $6.39K | 0.00% | −26−26.0% | Reduced |
| Banque Transatlantique SA | 73 | $6.08K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 70 | $6.04K | 0.01% | −71−50.4% | Reduced |
| DecisionPoint Financial, LLC | 68 | $5.87K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 67 | $5.78K | 0.00% | +6+9.8% | Added |
| Marquette Asset Management, LLC | 66 | $5.70K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 65 | $5.61K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 63 | $5.44K | 0.00% | −15−19.2% | Reduced |
| N.E.W. Advisory Services LLC | 63 | $5.44K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 62 | $5.35K | 0.00% | +62 | New |
| Spire Wealth Management | 60 | $5.19K | 0.00% | −15−20.0% | Reduced |
| Delos Wealth Advisors, LLC | 60 | $5.18K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 58 | $5.00K | 0.00% | +58 | New |
| Bessemer Group Inc | 53 | $5.00K | 0.00% | −55−50.9% | Reduced |
| Avion Wealth | 69 | $5.00K | 0.00% | −1−1.4% | Reduced |
| CBIZ Investment Advisory Services, LLC | 56 | $4.83K | 0.00% | +7+14.3% | Added |
| Ameritas Investment Partners, Inc. | 50 | $4.32K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 50 | $4.32K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 50 | $4.32K | 0.00% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 50 | $4.32K | 0.00% | 00.0% | Unchanged |
| Bayban | 50 | $4.32K | 0.00% | +50 | New |
| Manchester Capital Management LLC | 48 | $4.14K | 0.00% | +48 | New |
| Inlight Wealth Management, LLC | 46 | $3.97K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 44 | $3.80K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 42 | $3.63K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 41 | $3.54K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 41 | $3.54K | 0.00% | +11+36.7% | Added |
| Clayton Financial Group LLC | 40 | $3.45K | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 40 | $3.45K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 40 | $3.45K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 39 | $3.37K | 0.00% | +24+160.0% | Added |
| Noble Wealth Management PBC | 38 | $3.28K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 37 | $3.19K | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 37 | $3.19K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 37 | $3.19K | 0.00% | +12+48.0% | Added |
| Sachetta, LLC | 36 | $3.11K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 36 | $3.11K | 0.00% | 00.0% | Unchanged |
| EMC Capital Management | 36 | $3.00K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 32 | $2.76K | 0.00% | +32 | New |
| Cornerstone Financial Management LLC | 32 | $2.76K | 0.00% | +32 | New |
| MV Capital Management, Inc. | 31 | $2.67K | 0.00% | +2+6.9% | Added |
| Vision Financial Markets LLC | 30 | $2.59K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 29 | $2.50K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 29 | $2.50K | 0.00% | +7+31.8% | Added |
| American Capital Advisory, LLC | 28 | $2.42K | 0.00% | +1+3.7% | Added |
| Addison Advisors LLC | 27 | $2.33K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 27 | $2.33K | 0.00% | +24+800.0% | Added |
| Kilter Group LLC | 25 | $2.16K | 0.00% | −1−3.8% | Reduced |
| Anchor Investment Management, LLC | 25 | $2.16K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 25 | $2.16K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 25 | $2.16K | 0.00% | +10+66.7% | Added |
| Garton & Associates Financial Advisors LLC | 25 | $2.16K | 0.00% | +25 | New |
| Ritter Daniher Financial Advisory LLC | 24 | $2.07K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 24 | $2.07K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 23 | $1.99K | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 23 | $1.98K | 0.00% | +23 | New |
| Optima Capital LLC | 22 | $1.90K | 0.00% | +22 | New |
| Glen Eagle Advisors, LLC | 21 | $1.81K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 21 | $1.81K | 0.00% | +21 | New |
| Vision Retirement, LLC | 21 | $1.81K | 0.00% | +21 | New |
| Wall Street Access Asset Management, LLC | 20 | $1.73K | 0.00% | −25−55.6% | Reduced |
| Field & Main Bank | 20 | $1.73K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 20 | $1.73K | 0.00% | 00.0% | Unchanged |
| Rachor Investment Advisory Services, LLC | 20 | $1.73K | 0.00% | +20 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 17 | $1.60K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 18 | $1.55K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 17 | $1.47K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 17 | $1.47K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 16 | $1.38K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 16 | $1.38K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 16 | $1.38K | 0.00% | +14+700.0% | Added |
| Rialto Wealth Management, LLC | 15 | $1.29K | 0.00% | −2−11.8% | Reduced |
| Principia Wealth Advisory, LLC | 14 | $1.21K | 0.00% | −1−6.7% | Reduced |
| SOA Wealth Advisors, LLC. | 14 | $1.21K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 14 | $1.21K | 0.00% | +14 | New |
| Bear Mountain Capital, Inc. | 14 | $1.14K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 13 | $1.12K | 0.03% | +2+18.2% | Added |
| Osbon Capital Management LLC | 13 | $1.12K | 0.00% | +13 | New |
| DT Investment Partners, LLC | 12 | $1.04K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 12 | $1.04K | 0.00% | +1+9.1% | Added |
| 1015 Capital Partners, LLC | 12 | $1.03K | 0.00% | +12 | New |
| Capital Advisors, Ltd. LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 11 | $949 | 0.00% | +11 | New |
| Chelsea Counsel Co | 10 | $863 | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 10 | $863 | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 10 | $863 | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 10 | $863 | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 9 | $776 | 0.00% | +9 | New |
| Curio Wealth, LLC | 8 | $702 | 0.00% | +8 | New |
| Rakuten Securities, Inc. | 8 | $690 | 0.00% | −558−98.6% | Reduced |
| C M Bidwell & Associates Ltd | 8 | $690 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 8 | $647 | 0.00% | 00.0% | Unchanged |