| Trust Co of Toledo NA | 90 | $32.1K | 0.00% | +90 | New |
| Atlantic Union Bankshares Corp | 87 | $31.0K | 0.00% | +87 | New |
| HHM Wealth Advisors, LLC | 82 | $29.3K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 80 | $28.5K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 73 | $26.0K | 0.00% | +14+23.7% | Added |
| Capital Advisors, Ltd. LLC | 72 | $26.0K | 0.00% | −5−6.5% | Reduced |
| Rational Advisors LLC | 72 | $25.7K | 0.00% | +72 | New |
| Headlands Technologies LLC | 69 | $24.6K | 0.00% | −704−91.1% | Reduced |
| Key Financial Inc | 66 | $23.5K | 0.00% | +66 | New |
| Redmont Wealth Advisors LLC | 64 | $22.8K | 0.03% | +64 | New |
| Union Savings Bank | 64 | $22.8K | 0.01% | −5−7.2% | Reduced |
| Access Investment Management LLC | 62 | $22.1K | 0.01% | +62 | New |
| Asset Planning,Inc | 58 | $20.7K | 0.02% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 58 | $20.7K | 0.00% | −12−17.1% | Reduced |
| St Germain D J Co Inc | 57 | $20.3K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 55 | $20.0K | 0.00% | −5−8.3% | Reduced |
| Sit Investment Associates Inc | 54 | $19.0K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 52 | $18.6K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 52 | $18.6K | 0.00% | +6+13.0% | Added |
| Aspect Partners, LLC | 46 | $16.4K | 0.01% | −2−4.2% | Reduced |
| Howard Hughes Medical Institute | 46 | $16.4K | 0.01% | +46 | New |
| Bank of New Hampshire | 45 | $16.1K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 47 | $16.0K | 0.00% | −6−11.3% | Reduced |
| Atlantic Trust, LLC | 43 | $15.4K | 0.00% | +8+22.9% | Added |
| Lummis Asset Management, LP | 43 | $15.3K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 43 | $15.0K | 0.00% | −2−4.4% | Reduced |
| McIlrath & Eck, LLC | 42 | $15.0K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 42 | $15.0K | 0.00% | +10+31.3% | Added |
| GPS Wealth Strategies Group, LLC | 40 | $14.4K | 0.00% | +3+8.1% | Added |
| United Community Bank | 40 | $14.3K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 38 | $13.6K | 0.00% | +36+1,800.0% | Added |
| Raffa Wealth Management, LLC | 36 | $12.8K | 0.00% | −5−12.2% | Reduced |
| Princeton Global Asset Management LLC | 36 | $12.8K | 0.00% | +36 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 35 | $12.5K | 0.02% | +20+133.3% | Added |
| Westside Investment Management, Inc. | 35 | $12.5K | 0.00% | +28+400.0% | Added |
| Whipplewood Advisors, LLC | 35 | $12.5K | 0.01% | −30−46.2% | Reduced |
| SBI Securities Co., Ltd. | 34 | $12.1K | 0.00% | +16+88.9% | Added |
| Solstein Capital, LLC | 34 | $12.1K | 0.01% | +34 | New |
| Caitong International Asset Management Co., Ltd | 34 | $12.1K | 0.01% | +34 | New |
| Cherry Tree Wealth Management, LLC | 33 | $11.8K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 30 | $10.7K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 30 | $10.7K | 0.00% | +30 | New |
| Armstrong Advisory Group, Inc | 28 | $9.99K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 28 | $9.99K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 25 | $8.92K | 0.00% | −19−43.2% | Reduced |
| Byrne Asset Management LLC | 25 | $8.92K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 24 | $8.62K | 0.00% | +1+4.3% | Added |
| Abound Wealth Management | 24 | $8.57K | 0.00% | −2−7.7% | Reduced |
| CoreCap Advisors, LLC | 24 | $8.56K | 0.00% | −15−38.5% | Reduced |
| Bare Financial Services, Inc | 24 | $8.56K | 0.00% | +18+300.0% | Added |
| UMA Financial Services, Inc. | 23 | $8.22K | 0.00% | +1+4.5% | Added |
| Glen Eagle Advisors, LLC | 23 | $8.21K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 21 | $7.53K | 0.00% | 00.0% | Unchanged |
| Kings Path Partners LLC | 21 | $7.49K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 21 | $7.49K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 21 | $7.49K | 0.00% | +4+23.5% | Added |
| Principia Wealth Advisory, LLC | 21 | $7.49K | 0.01% | +14+200.0% | Added |
| DT Investment Partners, LLC | 20 | $7.14K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 20 | $7.14K | 0.00% | +6+42.9% | Added |
| Cornerstone Planning Group LLC | 18 | $6.51K | 0.00% | −18−50.0% | Reduced |
| Avion Wealth | 19 | $6.00K | 0.00% | +3+18.8% | Added |
| Dunhill Financial, LLC | 16 | $5.79K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 16 | $5.71K | 0.00% | −1−5.9% | Reduced |
| Albion Financial Group | 16 | $5.71K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 16 | $5.71K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 16 | $5.71K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 16 | $5.71K | 0.00% | 00.0% | Unchanged |
| Battery Global Advisors, LLC | 15 | $5.39K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 15 | $5.35K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 15 | $5.35K | 0.00% | +1+7.1% | Added |
| Colonial Trust Co | 14 | $5.15K | 0.00% | −40−74.1% | Reduced |
| Beaird Harris Wealth Management, LLC | 14 | $5.07K | 0.00% | +3+27.3% | Added |
| Atlantic Edge Private Wealth Management, LLC | 13 | $4.64K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 13 | $4.64K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 13 | $4.64K | 0.00% | +13 | New |
| Mendota Financial Group, LLC | 12 | $4.28K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 12 | $4.28K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 12 | $4.28K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 12 | $4.28K | 0.00% | +12 | New |
| Dogwood Wealth Management LLC | 12 | $4.25K | 0.00% | +8+200.0% | Added |
| GFG Capital, LLC | 11 | $3.92K | 0.00% | +11 | New |
| Evelyn Partners Asset Management Ltd | 11 | $3.92K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 10 | $3.59K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 10 | $3.57K | 0.00% | −13−56.5% | Reduced |
| CBIZ Investment Advisory Services, LLC | 10 | $3.57K | 0.00% | +5+100.0% | Added |
| DecisionPoint Financial, LLC | 9 | $3.21K | 0.00% | +4+80.0% | Added |
| New Millennium Group LLC | 9 | $3.21K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 9 | $3.21K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 9 | $3.19K | 0.00% | +1+12.5% | Added |
| TFC Financial Management | 8 | $2.86K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 8 | $2.85K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 8 | $2.85K | 0.00% | +4+100.0% | Added |
| HighMark Wealth Management LLC | 7 | $2.53K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 7 | $2.50K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 7 | $2.50K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 6 | $2.15K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 6 | $2.14K | 0.00% | −4−40.0% | Reduced |
| WealthTrak Capital Management LLC | 6 | $2.14K | 0.00% | −3−33.3% | Reduced |
| NVWM, LLC | 6 | $2.14K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 5 | $1.78K | 0.00% | −3−37.5% | Reduced |