| Private Trust Co NA | 161 | $29.2K | 0.00% | +4+2.5% | Added |
| Zions Bancorporation, National Association | 160 | $29.0K | 0.00% | +120+300.0% | Added |
| GW&K Investment Management, LLC | 162 | $29.0K | 0.00% | +37+29.6% | Added |
| Gold Investment Management Ltd. | 157 | $28.5K | 0.01% | −21−11.8% | Reduced |
| Whipplewood Advisors, LLC | 154 | $27.9K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 151 | $27.4K | 0.00% | −75−33.2% | Reduced |
| Blume Capital Management, Inc. | 150 | $27.2K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 150 | $27.2K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 144 | $26.1K | 0.00% | +3+2.1% | Added |
| Harvest Fund Management Co., Ltd | 136 | $25.0K | 0.00% | −438−76.3% | Reduced |
| Reflection Asset Management | 137 | $24.8K | 0.02% | +137 | New |
| Proathlete Wealth Management LLC | 135 | $24.6K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 133 | $24.1K | 0.00% | +69+107.8% | Added |
| Rothschild Investment LLC | 130 | $23.6K | 0.00% | +25+23.8% | Added |
| Salomon & Ludwin, LLC | 128 | $23.1K | 0.00% | +53+70.7% | Added |
| Monetary Management Group Inc | 125 | $22.7K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 118 | $21.4K | 0.00% | −49−29.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 116 | $21.1K | 0.00% | +15+14.9% | Added |
| Basecamp Wealth Advisors LLC | 107 | $19.4K | 0.00% | +107 | New |
| CVA Family Office, LLC | 106 | $19.2K | 0.00% | +2+1.9% | Added |
| Muzinich & Co., Inc. | 103 | $18.7K | 0.01% | −148−59.0% | Reduced |
| Colonial Trust Co | 100 | $18.2K | 0.00% | −44−30.6% | Reduced |
| Vision Financial Markets LLC | 100 | $18.1K | 0.02% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 100 | $18.1K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 100 | $18.1K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 98 | $17.8K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 97 | $17.6K | 0.00% | +3+3.2% | Added |
| Hughes Financial Services, LLC | 94 | $17.0K | 0.00% | −5−5.1% | Reduced |
| Plante Moran Financial Advisors, LLC | 87 | $15.8K | 0.00% | −3−3.3% | Reduced |
| HM Payson & Co | 85 | $15.4K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 85 | $15.4K | 0.01% | −50−37.0% | Reduced |
| Prestige Wealth Management Group LLC | 82 | $15.0K | 0.00% | −2,029−96.1% | Reduced |
| Cape Investment Advisory, Inc. | 79 | $14.3K | 0.00% | +49+163.3% | Added |
| Raiffeisen Bank International AG | 76 | $14.1K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 76 | $13.8K | 0.00% | +5+7.0% | Added |
| UMA Financial Services, Inc. | 73 | $13.2K | 0.00% | +35+92.1% | Added |
| Montag A & Associates Inc | 72 | $13.2K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 72 | $13.1K | 0.00% | +37+105.7% | Added |
| Ogorek Anthony Joseph | 74 | $13.0K | 0.00% | +41+124.2% | Added |
| Sound Income Strategies, LLC | 68 | $12.3K | 0.00% | +1+1.5% | Added |
| SOA Wealth Advisors, LLC. | 68 | $12.3K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 63 | $11.4K | 0.01% | +8+14.5% | Added |
| Bogart Wealth, LLC | 58 | $10.5K | 0.00% | +24+70.6% | Added |
| T. Rowe Price Investment Management, Inc. | 54 | $10.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 52 | $10.0K | 0.00% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 54 | $9.94K | 0.00% | +54 | New |
| Washington Trust Advisors, Inc. | 54 | $9.79K | 0.00% | −10−15.6% | Reduced |
| Bartlett & Co. Wealth Management LLC | 52 | $9.52K | 0.00% | −15−22.4% | Reduced |
| Asset Dedication, LLC | 52 | $9.43K | 0.00% | −12−18.8% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 50 | $9.15K | 0.00% | −9−15.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 50 | $9.07K | 0.01% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 49 | $8.88K | 0.00% | +4+8.9% | Added |
| Greykasell Wealth Strategies, Inc. | 49 | $8.88K | 0.00% | +49 | New |
| AdvisorNet Financial, Inc | 48 | $8.72K | 0.00% | +1+2.1% | Added |
| Wolff Wiese Magana LLC | 46 | $8.34K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 45 | $8.16K | 0.00% | +44+4,400.0% | Added |
| Avion Wealth | 47 | $8.00K | 0.00% | +5+11.9% | Added |
| Archer Investment Corp | 41 | $7.43K | 0.00% | +41 | New |
| McGuire Capital Advisors Inc | 36 | $6.53K | 0.00% | +36 | New |
| Aventura Private Wealth, LLC | 35 | $6.35K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 33 | $5.98K | 0.00% | +13+65.0% | Added |
| Cornerstone Financial Management LLC | 33 | $5.98K | 0.01% | +33 | New |
| Noble Wealth Management PBC | 32 | $5.80K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 33 | $5.71K | 0.00% | −9−21.4% | Reduced |
| Bell Investment Advisors, Inc | 31 | $5.62K | 0.00% | −44−58.7% | Reduced |
| JNBA Financial Advisors | 31 | $5.62K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 30 | $5.44K | 0.00% | −28−48.3% | Reduced |
| Howard Hughes Medical Institute | 30 | $5.44K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 30 | $5.44K | 0.00% | +30 | New |
| Transamerica Financial Advisors, Inc. | 29 | $5.30K | 0.00% | +4+16.0% | Added |
| Raffa Wealth Management, LLC | 29 | $5.26K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 28 | $5.08K | 0.00% | +9+47.4% | Added |
| High Note Wealth, LLC | 28 | $5.08K | 0.00% | +16+133.3% | Added |
| Fortitude Family Office, LLC | 26 | $4.71K | 0.00% | −10−27.8% | Reduced |
| Grove Bank & Trust | 26 | $4.71K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 26 | $4.71K | 0.00% | +16+160.0% | Added |
| United Financial Planning Group LLC | 26 | $4.71K | 0.00% | +26 | New |
| Minot DeBlois Advisors LLC | 25 | $4.53K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 24 | $4.39K | 0.00% | +24 | New |
| Financial Management Professionals, Inc. | 23 | $4.21K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 19 | $3.48K | 0.00% | +19 | New |
| Private Wealth Management Group, LLC | 19 | $3.44K | 0.00% | −10−34.5% | Reduced |
| NBT Bank N A | 19 | $3.44K | 0.00% | −1−5.0% | Reduced |
| Red Tortoise LLC | 19 | $3.44K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 19 | $3.43K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 17 | $3.09K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 17 | $3.08K | 0.00% | +17 | New |
| Marquette Asset Management, LLC | 16 | $2.90K | 0.00% | +16 | New |
| PFS Partners, LLC | 15 | $2.72K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 15 | $2.72K | 0.00% | +15 | New |
| Ares Financial Consulting, LLC | 15 | $2.72K | 0.00% | +15 | New |
| Dunhill Financial, LLC | 15 | $2.70K | 0.00% | +5+50.0% | Added |
| Sachetta, LLC | 14 | $2.54K | 0.00% | −24−63.2% | Reduced |
| Rialto Wealth Management, LLC | 14 | $2.54K | 0.00% | +14 | New |
| Versant Capital Management, Inc | 14 | $2.54K | 0.00% | −104−88.1% | Reduced |
| First Horizon Corp | 14 | $2.54K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 14 | $2.54K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 14 | $2.54K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 14 | $2.54K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 14 | $2.54K | 0.00% | +14 | New |