| Private Trust Co NA | 280 | $18.8K | 0.00% | −171−37.9% | Reduced |
| Farmers & Merchants Investments Inc | 280 | $18.8K | 0.00% | +10+3.7% | Added |
| True Wealth Design, LLC | 278 | $18.7K | 0.01% | +226+434.6% | Added |
| Garton & Associates Financial Advisors LLC | 274 | $18.4K | 0.01% | +274 | New |
| Root Financial Partners, LLC | 272 | $18.3K | 0.00% | −97−26.3% | Reduced |
| Covestor Ltd | 262 | $18.0K | 0.01% | −4−1.5% | Reduced |
| McIlrath & Eck, LLC | 258 | $17.3K | 0.00% | −80−23.7% | Reduced |
| Chilton Capital Management LLC | 245 | $16.5K | 0.00% | −184−42.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 236 | $15.9K | 0.00% | −137−36.7% | Reduced |
| Catalyst Capital Advisors LLC | 228 | $15.3K | 0.00% | +16+7.5% | Added |
| Basecamp Wealth Advisors LLC | 223 | $15.0K | 0.00% | +223 | New |
| Birchwood Financial Partners, Inc. | 220 | $14.8K | 0.01% | +220 | New |
| South State Corp. | 217 | $14.6K | 0.00% | −34−13.5% | Reduced |
| Cornerstone Planning Group LLC | 211 | $13.8K | 0.00% | −62−22.7% | Reduced |
| Dynamic Wealth Strategies, LLC | 204 | $13.7K | 0.01% | +4+2.0% | Added |
| CBIZ Investment Advisory Services, LLC | 185 | $12.4K | 0.00% | +143+340.5% | Added |
| Bogart Wealth, LLC | 176 | $11.8K | 0.00% | −23−11.6% | Reduced |
| St Germain D J Co Inc | 176 | $11.8K | 0.00% | +176 | New |
| CGC Financial Services, LLC | 166 | $11.2K | 0.00% | +166 | New |
| Swiss Re Ltd | 162 | $10.9K | 0.00% | +162 | New |
| Private Wealth Asset Management, LLC | 161 | $10.8K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 152 | $10.2K | 0.00% | +2+1.3% | Added |
| ORG Partners LLC | 145 | $9.73K | 0.00% | −26−15.2% | Reduced |
| USA Financial Portformulas Corp | 143 | $9.62K | 0.00% | −18,614−99.2% | Reduced |
| UMA Financial Services, Inc. | 140 | $9.41K | 0.00% | +9+6.9% | Added |
| Rational Advisors LLC | 139 | $9.35K | 0.00% | +7+5.3% | Added |
| Quent Capital, LLC | 138 | $9.28K | 0.00% | −170−55.2% | Reduced |
| Purpose Unlimited Inc. | 132 | $8.87K | 0.00% | +132 | New |
| Asset Dedication, LLC | 131 | $8.81K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 122 | $8.20K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 118 | $7.93K | 0.00% | +15+14.6% | Added |
| Ronald Blue Trust, Inc. | 115 | $7.73K | 0.00% | −75−39.5% | Reduced |
| Elyxium Wealth, LLC | 114 | $7.67K | 0.00% | +114 | New |
| TD Waterhouse Canada Inc. | 114 | $7.66K | 0.00% | +105+1,166.7% | Added |
| SJS Investment Consulting Inc. | 112 | $7.53K | 0.00% | −297−72.6% | Reduced |
| Arlington Trust Co LLC | 110 | $7.40K | 0.00% | +110 | New |
| Meramec Financial Planners, LLC | 146 | $7.34K | 0.00% | +146 | New |
| Dogwood Wealth Management LLC | 109 | $7.33K | 0.00% | +15+16.0% | Added |
| Private Wealth Management Group, LLC | 101 | $6.79K | 0.00% | −90−47.1% | Reduced |
| Keating Financial Advisory Services, Inc. | 101 | $6.79K | 0.00% | +101 | New |
| First United Bank Trust | 100 | $6.72K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 100 | $6.72K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 100 | $6.72K | 0.00% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 100 | $6.72K | 0.00% | +100 | New |
| Harbour Investments, Inc. | 99 | $6.66K | 0.00% | −142−58.9% | Reduced |
| MTM Investment Management, LLC | 93 | $6.25K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 92 | $6.19K | 0.00% | +42+84.0% | Added |
| Torren Management, LLC | 92 | $6.19K | 0.00% | +92 | New |
| Howard Hughes Medical Institute | 91 | $6.12K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 90 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 81 | $5.45K | 0.00% | −122−60.1% | Reduced |
| Raffa Wealth Management, LLC | 81 | $5.45K | 0.00% | −16−16.5% | Reduced |
| Clayton Financial Group LLC | 77 | $5.18K | 0.00% | +77 | New |
| Kemnay Advisory Services Inc. | 77 | $5.18K | 0.00% | +77 | New |
| Heritage Wealth Advisors | 76 | $5.11K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 75 | $5.04K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 72 | $4.87K | 0.00% | −90−55.6% | Reduced |
| Barnes Dennig Private Wealth Management LLC | 71 | $4.77K | 0.00% | +22+44.9% | Added |
| Marquette Asset Management, LLC | 70 | $4.71K | 0.00% | +10+16.7% | Added |
| Westfuller Advisors, LLC | 66 | $4.44K | 0.00% | −44−40.0% | Reduced |
| Principia Wealth Advisory, LLC | 64 | $4.30K | 0.00% | −14−17.9% | Reduced |
| Prosperity Bancshares Inc | 64 | $4.30K | 0.00% | +64 | New |
| DT Investment Partners, LLC | 62 | $4.17K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 60 | $4.03K | 0.00% | +57+1,900.0% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 64 | $4.00K | 0.00% | 00.0% | Unchanged |
| IFC & Insurance Marketing, Inc. | 59 | $4.00K | 0.00% | +59 | New |
| Prestige Wealth Management Group LLC | 59 | $3.97K | 0.00% | −5,965−99.0% | Reduced |
| First Horizon Corp | 58 | $3.90K | 0.00% | +9+18.4% | Added |
| Cornerstone Financial Management LLC | 53 | $3.56K | 0.00% | +53 | New |
| J.Safra Asset Management Corp | 52 | $3.50K | 0.00% | +37+246.7% | Added |
| Bellevue Asset Management, LLC | 51 | $3.43K | 0.00% | −2−3.8% | Reduced |
| Rakuten Securities, Inc. | 50 | $3.36K | 0.00% | −30−37.5% | Reduced |
| Red Tortoise LLC | 50 | $3.36K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 50 | $3.36K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 48 | $3.19K | 0.00% | −155−76.4% | Reduced |
| Fortitude Family Office, LLC | 47 | $3.16K | 0.00% | −14−23.0% | Reduced |
| Activest Wealth Management | 47 | $3.16K | 0.00% | +7+17.5% | Added |
| North Star Investment Management Corp. | 43 | $2.89K | 0.00% | +43 | New |
| MV Capital Management, Inc. | 42 | $2.83K | 0.00% | −93−68.9% | Reduced |
| Country Trust Bank | 41 | $2.76K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 39 | $2.62K | 0.00% | −19−32.8% | Reduced |
| Accent Capital Management, LLC | 38 | $2.56K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 36 | $2.42K | 0.00% | −83−69.7% | Reduced |
| Graney & King, LLC | 35 | $2.35K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 34 | $2.29K | 0.00% | −41−54.7% | Reduced |
| N.E.W. Advisory Services LLC | 30 | $2.02K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 30 | $2.02K | 0.00% | +25+500.0% | Added |
| Costello Asset Management, INC | 30 | $2.02K | 0.00% | +30 | New |
| Avion Wealth | 38 | $2.00K | 0.00% | −34−47.2% | Reduced |
| Rachor Investment Advisory Services, LLC | 29 | $1.95K | 0.00% | +29 | New |
| Signature Equity Partners, LLC | 29 | $1.95K | 0.00% | +29 | New |
| Bay Harbor Wealth Management, LLC | 29 | $1.95K | 0.00% | +8+38.1% | Added |
| DiNuzzo Private Wealth, Inc. | 28 | $1.88K | 0.00% | −4−12.5% | Reduced |
| Dunhill Financial, LLC | 28 | $1.87K | 0.00% | −84−75.0% | Reduced |
| Cape Investment Advisory, Inc. | 27 | $1.81K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 26 | $1.75K | 0.00% | −11−29.7% | Reduced |
| Turning Point Benefit Group, Inc. | 26 | $1.75K | 0.00% | +26 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 25 | $1.68K | 0.00% | +25 | New |
| PayPay Securities Corp | 24 | $1.61K | 0.05% | +7+41.2% | Added |
| Crewe Advisors LLC | 24 | $1.61K | 0.00% | +24 | New |
