| ZRC Wealth Management, LLC | 74 | $37.7K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 71 | $36.2K | 0.00% | +34+91.9% | Added |
| Loomis Sayles & Co L P | 71 | $36.2K | 0.00% | +71 | New |
| True Wealth Design, LLC | 70 | $35.9K | 0.01% | +13+22.8% | Added |
| Washington Trust Advisors, Inc. | 69 | $35.1K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 70 | $35.0K | 0.01% | −95−57.6% | Reduced |
| Fortitude Family Office, LLC | 67 | $34.1K | 0.01% | +4+6.3% | Added |
| Kozak & Associates, Inc. | 66 | $33.9K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 66 | $33.6K | 0.01% | +14+26.9% | Added |
| HighMark Wealth Management LLC | 66 | $33.6K | 0.02% | −2−2.9% | Reduced |
| Inlight Wealth Management, LLC | 65 | $33.1K | 0.02% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 64 | $32.6K | 0.01% | +64 | New |
| Northwest Capital Management Inc | 62 | $31.6K | 0.02% | −200−76.3% | Reduced |
| TD Capital Management LLC | 61 | $31.1K | 0.00% | +61 | New |
| Hemington Wealth Management | 62 | $31.0K | 0.00% | +16+34.8% | Added |
| Banque Transatlantique SA | 60 | $30.7K | 0.00% | +32+114.3% | Added |
| Frazier Financial Advisors, LLC | 60 | $30.6K | 0.02% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 59 | $30.0K | 0.02% | +1+1.7% | Added |
| Olistico Wealth, LLC | 59 | $30.0K | 0.02% | +20+51.3% | Added |
| POM Investment Strategies, LLC | 59 | $30.0K | 0.02% | +59 | New |
| Bell Investment Advisors, Inc | 55 | $28.0K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 55 | $28.0K | 0.02% | −4−6.8% | Reduced |
| Cornerstone Planning Group LLC | 63 | $27.8K | 0.01% | +1+1.6% | Added |
| Ogorek Anthony Joseph | 54 | $27.0K | 0.01% | 00.0% | Unchanged |
| Copia Wealth Management | 53 | $27.0K | 0.02% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 53 | $27.0K | 0.01% | +53 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 52 | $26.5K | 0.01% | +52 | New |
| Quest Partners LLC | 52 | $26.5K | 0.00% | +52 | New |
| Old Point Trust & Financial Services N A | 51 | $26.0K | 0.01% | −51−50.0% | Reduced |
| Main Street Group, LTD | 51 | $26.0K | 0.01% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 51 | $26.0K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 50 | $25.5K | 0.00% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 50 | $25.5K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 50 | $25.5K | 0.01% | 00.0% | Unchanged |
| Financial Freedom, LLC | 50 | $25.5K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 48 | $24.4K | 0.01% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 47 | $23.9K | 0.01% | −4−7.8% | Reduced |
| WPG Advisers, LLC | 46 | $23.4K | 0.02% | +7+17.9% | Added |
| Cedar Mountain Advisors, LLC | 42 | $21.4K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 41 | $20.9K | 0.01% | +41 | New |
| DHJJ Financial Advisors, Ltd. | 40 | $20.4K | 0.01% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 40 | $20.4K | 0.01% | +40 | New |
| Rogco, LP | 40 | $20.4K | 0.01% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 40 | $20.4K | 0.01% | 00.0% | Unchanged |
| Clark Wealth Partners | 40 | $20.4K | 0.01% | +1+2.6% | Added |
| Family Legacy Financial Solutions, LLC | 40 | $20.4K | 0.02% | +40 | New |
| Centerpoint Advisors, LLC | 40 | $20.0K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 38 | $19.4K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 37 | $18.8K | 0.00% | −26−41.3% | Reduced |
| Dogwood Wealth Management LLC | 37 | $18.8K | 0.01% | −115−75.7% | Reduced |
| Horizon Financial Services, LLC | 35 | $17.8K | 0.01% | +35 | New |
| Boreal Capital Management LLC | 35 | $17.8K | 0.01% | +35 | New |
| Highline Wealth Partners LLC | 34 | $17.3K | 0.01% | +11+47.8% | Added |
| Darwin Advisors, LLC | 33 | $16.8K | 0.01% | 00.0% | Unchanged |
| RiverPark Advisors, LLC | 32 | $16.3K | 0.01% | −62−66.0% | Reduced |
| Atlantic Trust, LLC | 32 | $16.3K | 0.00% | +15+88.2% | Added |
| IMG Wealth Management, Inc. | 31 | $15.8K | 0.01% | +21+210.0% | Added |
| Your Advocates Ltd., LLP | 30 | $15.3K | 0.01% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 30 | $15.3K | 0.02% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 30 | $15.2K | 0.00% | −168−84.8% | Reduced |
| Medallion Wealth Advisors, LLC | 30 | $14.8K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 28 | $14.3K | 0.00% | +1+3.7% | Added |
| Gould Capital, LLC | 28 | $14.3K | 0.01% | −5−15.2% | Reduced |
| Raffa Wealth Management, LLC | 28 | $14.3K | 0.00% | +10+55.6% | Added |
| Traub Capital Management LLC | 27 | $13.8K | 0.01% | +27 | New |
| Binnacle Investments Inc | 27 | $13.8K | 0.01% | +9+50.0% | Added |
| Sawyer & Company, Inc | 18 | $13.7K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 26 | $13.2K | 0.01% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 26 | $13.2K | 0.01% | +26 | New |
| Vision Financial Markets LLC | 25 | $12.7K | 0.01% | −48−65.8% | Reduced |
| Team Financial Group, LLC | 25 | $12.7K | 0.01% | +25 | New |
| SWAN Capital LLC | 24 | $12.2K | 0.01% | −201−89.3% | Reduced |
| Tortoise Investment Management, LLC | 23 | $11.7K | 0.00% | +9+64.3% | Added |
| LGT Financial Advisors LLC | 23 | $11.7K | 0.03% | +23 | New |
| Halbert Hargrove Global Advisors, LLC | 22 | $11.2K | 0.00% | −2−8.3% | Reduced |
| Quintet Private Bank (Europe) S.A. | 20 | $10.2K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 20 | $10.2K | 0.00% | +18+900.0% | Added |
| Safe Harbor Fiduciary, LLC | 20 | $10.2K | 0.01% | +20 | New |
| Clal Insurance Enterprises Holdings Ltd | 20 | $10.0K | 0.00% | +20 | New |
| Hanson & Doremus Investment Management | 20 | $10.0K | 0.00% | +20 | New |
| Altshuler Shaham Ltd | 19 | $9.68K | 0.00% | +19 | New |
| Bullock Wealth Management Group | 19 | $9.35K | 0.00% | −19−50.0% | Reduced |
| DT Investment Partners, LLC | 18 | $9.17K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 18 | $9.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 18 | $9.00K | 0.00% | +13+260.0% | Added |
| Kiker Wealth Management, LLC | 16 | $8.15K | 0.00% | −24−60.0% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 16 | $8.15K | 0.01% | −7−30.4% | Reduced |
| Principia Wealth Advisory, LLC | 16 | $8.15K | 0.01% | +3+23.1% | Added |
| Omega Financial Group, LLC | 16 | $8.15K | 0.00% | +16 | New |
| Holos Integrated Wealth LLC | 19 | $8.06K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 15 | $7.64K | 0.00% | −15−50.0% | Reduced |
| Signature Resources Capital Management, LLC | 15 | $7.64K | 0.00% | −10−40.0% | Reduced |
| Colonial Trust Advisors | 15 | $7.64K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 15 | $7.64K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 15 | $7.64K | 0.00% | +15 | New |
| Mascoma Wealth Management LLC | 14 | $7.13K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 12 | $6.11K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 12 | $6.11K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 12 | $6.11K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 12 | $6.11K | 0.00% | 00.0% | Unchanged |