| Dogwood Wealth Management LLC | 44 | $17.4K | 0.01% | +14+46.7% | Added |
| Intesa Sanpaolo Wealth Management | 43 | $17.0K | 0.00% | +43 | New |
| TIAA Wealth Investment Management LLC | 41 | $16.2K | 0.00% | +41 | New |
| Bogart Wealth, LLC | 41 | $16.2K | 0.00% | +11+36.7% | Added |
| Financial Network Wealth Advisors LLC | 41 | $16.2K | 0.02% | +24+141.2% | Added |
| Markowski Investments | 40 | $15.8K | 0.00% | +40 | New |
| Rialto Wealth Management, LLC | 39 | $15.4K | 0.00% | +17+77.3% | Added |
| Adirondack Trust Co | 39 | $15.4K | 0.00% | +39 | New |
| Holos Integrated Wealth LLC | 47 | $14.8K | 0.01% | +47 | New |
| Crewe Advisors LLC | 37 | $14.6K | 0.00% | +37 | New |
| Altshuler Shaham Ltd | 37 | $14.6K | 0.00% | +37 | New |
| Retirement Wealth Solutions LLC | 36 | $14.2K | 0.01% | +1+2.9% | Added |
| Continuum Advisory, LLC | 36 | $14.2K | 0.00% | +36 | New |
| Key Financial Inc | 35 | $13.8K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 35 | $13.8K | 0.00% | +35 | New |
| Cape Investment Advisory, Inc. | 35 | $13.8K | 0.00% | +35 | New |
| Marquette Asset Management, LLC | 34 | $13.4K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 34 | $13.4K | 0.00% | +1+3.0% | Added |
| Creative Capital Management Investments LLC | 34 | $13.4K | 0.00% | +34 | New |
| Whipplewood Advisors, LLC | 33 | $13.0K | 0.01% | −58−63.7% | Reduced |
| True Wealth Design, LLC | 33 | $13.0K | 0.00% | +5+17.9% | Added |
| Bay Harbor Wealth Management, LLC | 33 | $13.0K | 0.00% | +7+26.9% | Added |
| Owl Creek Wealth Partners LLC | 33 | $13.0K | 0.00% | +13+65.0% | Added |
| South State Corp. | 31 | $12.2K | 0.00% | −1−3.1% | Reduced |
| Estabrook Capital Management | 30 | $11.8K | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 30 | $11.8K | 0.00% | 00.0% | Unchanged |
| Ramsey Quantitative Systems | 30 | $11.8K | 0.01% | +30 | New |
| Buck Wealth Strategies, LLC | 30 | $11.8K | 0.00% | +30 | New |
| Atlantic Trust, LLC | 29 | $11.4K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 29 | $11.4K | 0.00% | +4+16.0% | Added |
| SHP Wealth Management | 29 | $11.4K | 0.00% | +5+20.8% | Added |
| Cornerstone Planning Group LLC | 36 | $11.2K | 0.00% | +2+5.9% | Added |
| UMA Financial Services, Inc. | 26 | $10.3K | 0.00% | +8+44.4% | Added |
| Kilter Group LLC | 25 | $9.86K | 0.00% | +3+13.6% | Added |
| Signature Equity Partners, LLC | 22 | $8.68K | 0.00% | −22−50.0% | Reduced |
| Raffa Wealth Management, LLC | 21 | $8.28K | 0.00% | +4+23.5% | Added |
| HFM Investment Advisors, LLC | 21 | $8.28K | 0.00% | +11+110.0% | Added |
| MV Capital Management, Inc. | 20 | $7.89K | 0.00% | +17+566.7% | Added |
| Ares Financial Consulting, LLC | 20 | $7.89K | 0.01% | +20 | New |
| Planning Strategies Inc. | 16 | $6.31K | 0.00% | +16 | New |
| Dunhill Financial, LLC | 15 | $6.24K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 14 | $6.00K | 0.00% | +11+366.7% | Added |
| Armstrong Advisory Group, Inc | 15 | $5.92K | 0.00% | 00.0% | Unchanged |
| Entrust Financial LLC | 15 | $5.92K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 15 | $5.92K | 0.00% | +1+7.1% | Added |
| Vision Retirement, LLC | 15 | $5.92K | 0.00% | +15 | New |
| Manning & Napier Advisors LLC | 15 | $5.87K | 0.00% | +15 | New |
| Elevated Capital Advisors, LLC | 14 | $5.52K | 0.00% | 00.0% | Unchanged |
| McMillan Office, Inc. | 14 | $5.52K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 14 | $5.52K | 0.00% | +14 | New |
| GHP Investment Advisors, Inc. | 13 | $5.13K | 0.00% | +12+1,200.0% | Added |
| N.E.W. Advisory Services LLC | 13 | $5.13K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 12 | $4.73K | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 12 | $4.73K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 12 | $4.73K | 0.00% | +3+33.3% | Added |
| Itau Unibanco Holding S.A. | 12 | $4.73K | 0.00% | +12 | New |
| ZRC Wealth Management, LLC | 12 | $4.73K | 0.00% | +12 | New |
| HighMark Wealth Management LLC | 12 | $4.73K | 0.00% | +12 | New |
| Prosperity Bancshares Inc | 11 | $4.34K | 0.00% | +11 | New |
| DecisionPoint Financial, LLC | 11 | $4.06K | 0.00% | +4+57.1% | Added |
| Berkshire Capital Holdings Inc | 10 | $3.94K | 0.00% | −76,290−100.0% | Reduced |
| Bruce G. Allen Investments, LLC | 10 | $3.94K | 0.00% | +3+42.9% | Added |
| Caitlin John, LLC | 10 | $3.94K | 0.00% | +6+150.0% | Added |
| Eastern Bank | 10 | $3.94K | 0.00% | +10 | New |
| Gordian Capital Singapore Pte Ltd | 10 | $3.94K | 0.01% | +10 | New |
| Vima LLC | 10 | $3.94K | 0.00% | +10 | New |
| Synergy Investment Management, LLC | 17 | $3.77K | 0.00% | +14+466.7% | Added |
| American Capital Advisory, LLC | 9 | $3.55K | 0.00% | +2+28.6% | Added |
| Principia Wealth Advisory, LLC | 9 | $3.55K | 0.00% | +2+28.6% | Added |
| Wilkerson Advisory Group LLC | 9 | $3.55K | 0.00% | +4+80.0% | Added |
| Financial Management Professionals, Inc. | 9 | $3.55K | 0.00% | +9 | New |
| NBT Bank N A | 8 | $3.16K | 0.00% | −15−65.2% | Reduced |
| POM Investment Strategies, LLC | 8 | $3.16K | 0.00% | 00.0% | Unchanged |
| NBH Bank | 8 | $3.16K | 0.00% | +8 | New |
| Strategic Wealth Advisors LLC | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 8 | $3.00K | 0.00% | −1−11.1% | Reduced |
| Washington Trust Advisors, Inc. | 7 | $2.96K | 0.00% | +7 | New |
| MJT & Associates Financial Advisory Group, Inc. | 7 | $2.76K | 0.00% | +7 | New |
| 1015 Capital Partners, LLC | 7 | $2.76K | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 7 | $2.76K | 0.00% | +7 | New |
| Institute for Wealth Management, LLC. | 7 | $2.63K | 0.00% | +7 | New |
| Davis Capital Management | 6 | $2.37K | 0.00% | +4+200.0% | Added |
| Capital Advisors, Ltd. LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 7 | $2.00K | 0.00% | +7 | New |
| JPL Wealth Management, LLC | 5 | $1.97K | 0.00% | +4+400.0% | Added |
| Trust Co | 5 | $1.97K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 5 | $1.97K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 4 | $1.58K | 0.00% | −10,046−100.0% | Reduced |
| Activest Wealth Management | 4 | $1.58K | 0.00% | −15−78.9% | Reduced |
| Hoey Investments, Inc | 4 | $1.58K | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 3 | $1.18K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 3 | $1.18K | 0.00% | +3 | New |
| WestEnd Advisors, LLC | 3 | $1.18K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 3 | $1.18K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 3 | $1.18K | 0.00% | +3 | New |
| Barnes Dennig Private Wealth Management LLC | 3 | $1.18K | 0.00% | +3 | New |
| Cassaday & Co Wealth Management LLC | 3 | $1.15K | 0.00% | +3 | New |
| TFC Financial Management | 2 | $789 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 2 | $789 | 0.00% | +2 | New |
| West Paces Advisors Inc. | 2 | $789 | 0.00% | +2 | New |