| Whittier Trust Co | 49 | $7.60K | 0.00% | +49 | New |
| Tradewinds Capital Management, LLC | 50 | $7.51K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 50 | $7.51K | 0.00% | +50 | New |
| Kilter Group LLC | 48 | $7.21K | 0.00% | +23+92.0% | Added |
| Cornerstone Financial Management LLC | 48 | $7.21K | 0.01% | −4−7.7% | Reduced |
| Capital Analysts, LLC | 42 | $7.00K | 0.00% | −14−25.0% | Reduced |
| Ogorek Anthony Joseph | 47 | $7.00K | 0.00% | +38+422.2% | Added |
| Prestige Wealth Management Group LLC | 46 | $6.91K | 0.00% | −1,163−96.2% | Reduced |
| WPG Advisers, LLC | 46 | $6.91K | 0.01% | −14−23.3% | Reduced |
| Strategic Wealth Partners, Ltd. | 46 | $6.91K | 0.00% | +6+15.0% | Added |
| Highline Wealth Partners LLC | 45 | $6.76K | 0.00% | −15−25.0% | Reduced |
| City Holding Co | 45 | $6.76K | 0.00% | −7−13.5% | Reduced |
| Truvestments Capital LLC | 44 | $6.61K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 42 | $6.35K | 0.00% | −195−82.3% | Reduced |
| DT Investment Partners, LLC | 41 | $6.16K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 41 | $6.16K | 0.00% | +2+5.1% | Added |
| Capital Advisors, Ltd. LLC | 43 | $6.00K | 0.00% | −9−17.3% | Reduced |
| Atlantic Union Bankshares Corp | 38 | $5.71K | 0.00% | +10+35.7% | Added |
| Raffa Wealth Management, LLC | 37 | $5.56K | 0.00% | +1+2.8% | Added |
| J.Safra Asset Management Corp | 36 | $5.41K | 0.00% | +26+260.0% | Added |
| Evolution Wealth Management Inc. | 36 | $5.41K | 0.00% | +36 | New |
| Godsey & Gibb Associates | 35 | $5.26K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 34 | $5.11K | 0.00% | −14−29.2% | Reduced |
| South State Corp. | 31 | $4.66K | 0.00% | −22−41.5% | Reduced |
| Atlantic Trust, LLC | 30 | $4.50K | 0.00% | −198−86.8% | Reduced |
| Red Tortoise LLC | 30 | $4.50K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 30 | $4.50K | 0.00% | +3+11.1% | Added |
| Altshuler Shaham Ltd | 28 | $4.21K | 0.00% | +27+2,700.0% | Added |
| Johnson Financial Group, Inc. | 27 | $4.05K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 27 | $4.05K | 0.00% | +17+170.0% | Added |
| Eukles Asset Management | 27 | $4.05K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Advisors LLC | 30 | $4.00K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 26 | $3.90K | 0.00% | −81−75.7% | Reduced |
| Fortitude Family Office, LLC | 26 | $3.90K | 0.00% | −61−70.1% | Reduced |
| Hurley Capital, LLC | 26 | $3.90K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 26 | $3.90K | 0.00% | +26 | New |
| Hughes Financial Services, LLC | 25 | $3.75K | 0.00% | +2+8.7% | Added |
| Bogart Wealth, LLC | 24 | $3.60K | 0.00% | +9+60.0% | Added |
| CBIZ Investment Advisory Services, LLC | 22 | $3.30K | 0.00% | −14−38.9% | Reduced |
| Signature Resources Capital Management, LLC | 22 | $3.30K | 0.00% | −3−12.0% | Reduced |
| Grove Bank & Trust | 22 | $3.30K | 0.00% | +22 | New |
| Vanguard National Trust Co | 21 | $3.15K | 0.00% | +21 | New |
| Clayton Financial Group LLC | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 20 | $3.00K | 0.00% | +12+150.0% | Added |
| Sherman Asset Management, Inc. | 20 | $3.00K | 0.00% | +20 | New |
| Intentional Wealth Strategies, LLC | 20 | $3.00K | 0.00% | +20 | New |
| Maseco LLP | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 18 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 19 | $2.85K | 0.00% | +3+18.8% | Added |
| Addison Advisors LLC | 18 | $2.70K | 0.00% | +18 | New |
| DiNuzzo Private Wealth, Inc. | 17 | $2.55K | 0.00% | −3−15.0% | Reduced |
| First Eagle Investment Management, LLC | 17 | $2.55K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 16 | $2.40K | 0.00% | −9−36.0% | Reduced |
| Salem Investment Counselors Inc | 16 | $2.40K | 0.00% | +16 | New |
| IMA Wealth, Inc. | 16 | $2.40K | 0.00% | −4−20.0% | Reduced |
| American Capital Advisory, LLC | 15 | $2.25K | 0.00% | +6+66.7% | Added |
| Colonial Trust Co | 15 | $2.24K | 0.00% | −26−63.4% | Reduced |
| Rachor Investment Advisory Services, LLC | 14 | $2.10K | 0.00% | −1−6.7% | Reduced |
| Golden State Wealth Management, LLC | 14 | $2.10K | 0.00% | −450−97.0% | Reduced |
| Winch Advisory Services, LLC | 14 | $2.10K | 0.00% | 00.0% | Unchanged |
| Portus Wealth Advisors, LLC | 14 | $2.10K | 0.00% | +14 | New |
| Hilton Head Capital Partners, LLC | 14 | $2.10K | 0.00% | +14 | New |
| Bare Financial Services, Inc | 12 | $1.80K | 0.00% | −3−20.0% | Reduced |
| Thompson Investment Management, Inc. | 12 | $1.80K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 12 | $1.80K | 0.00% | +12 | New |
| Whipplewood Advisors, LLC | 12 | $1.80K | 0.00% | +12 | New |
| PlanVest Financial, Inc | 12 | $1.80K | 0.00% | +12 | New |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 11 | $1.65K | 0.00% | −12−52.2% | Reduced |
| Montag A & Associates Inc | 11 | $1.59K | 0.00% | −15−57.7% | Reduced |
| Berkshire Capital Holdings Inc | 10 | $1.50K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 10 | $1.50K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 10 | $1.50K | 0.00% | +3+42.9% | Added |
| LM Advisors LLC | 225 | $1.50K | 0.03% | −116−34.0% | Reduced |
| Ankerstar Wealth, LLC | 9 | $1.35K | 0.00% | −7−43.8% | Reduced |
| SWAN Capital LLC | 9 | $1.28K | 0.00% | +9 | New |
| PayPay Securities Corp | 7 | $1.25K | 0.04% | −3−30.0% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 8 | $1.20K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 8 | $1.20K | 0.00% | −3−27.3% | Reduced |
| McGuire Capital Advisors Inc | 7 | $1.05K | 0.00% | −38−84.4% | Reduced |
| Independence Bank of Kentucky | 7 | $1.05K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 7 | $1.05K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 6 | $1.03K | 0.00% | +5+500.0% | Added |
| Brown, Lisle/Cummings, Inc. | 6 | $901 | 0.00% | 00.0% | Unchanged |
| Friedenthal Financial | 6 | $901 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 6 | $901 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 6 | $901 | 0.00% | 00.0% | Unchanged |
| Align Financial, LLC | 6 | $901 | 0.00% | −1,353−99.6% | Reduced |
| Legacy Wealth Managment, LLC | 5 | $751 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 5 | $751 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 5 | $751 | 0.00% | +2+66.7% | Added |
| Caitlin John, LLC | 5 | $751 | 0.00% | +5 | New |
| Quaker Wealth Management, LLC | 4 | $601 | 0.00% | −4−50.0% | Reduced |
| 1015 Capital Partners, LLC | 4 | $601 | 0.00% | −4−50.0% | Reduced |
| WestEnd Advisors, LLC | 4 | $601 | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 4 | $601 | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 4 | $601 | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 4 | $601 | 0.00% | +4 | New |
| TopTier Wealth Management, LLC | 4 | $601 | 0.00% | +4 | New |
| Clark Wealth Partners | 3 | $451 | 0.00% | −10−76.9% | Reduced |
| Cranbrook Wealth Management, LLC | 3 | $451 | 0.00% | +3 | New |
