| Key Financial Inc | 359 | $4.51K | 0.00% | −300−45.5% | Reduced |
| Harbour Investments, Inc. | 350 | $4.41K | 0.00% | +295+536.4% | Added |
| Sachetta, LLC | 349 | $4.39K | 0.00% | +303+658.7% | Added |
| Napier Financial, LLC | 345 | $4.34K | 0.00% | +345 | New |
| Your Advocates Ltd., LLP | 287 | $3.61K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 279 | $3.51K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 266 | $3.34K | 0.00% | −453−63.0% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 250 | $3.14K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 247 | $3.10K | 0.00% | +12+5.1% | Added |
| Trust Co of Toledo NA | 242 | $3.04K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 239 | $3.00K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 239 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 232 | $2.91K | 0.00% | −308−57.0% | Reduced |
| Bogart Wealth, LLC | 231 | $2.90K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 230 | $2.89K | 0.00% | −501−68.5% | Reduced |
| EverSource Wealth Advisors, LLC | 210 | $2.64K | 0.00% | −502−70.5% | Reduced |
| MCF Advisors LLC | 206 | $2.59K | 0.00% | +200+3,333.3% | Added |
| Northwestern Mutual Wealth Management Co | 204 | $2.56K | 0.00% | +6+3.0% | Added |
| Danske Bank A/S | 200 | $2.51K | 0.00% | −1,700−89.5% | Reduced |
| Sittner & Nelson, LLC | 198 | $2.49K | 0.00% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 188 | $2.37K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 185 | $2.33K | 0.00% | +185 | New |
| MPWM Advisory Solutions, LLC | 178 | $2.24K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 175 | $2.20K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 165 | $2.07K | 0.00% | 00.0% | Unchanged |
| Syntax Research, Inc. | 162 | $2.04K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 163 | $2.00K | 0.00% | +63+63.0% | Added |
| First Horizon Corp | 158 | $1.99K | 0.00% | −55−25.8% | Reduced |
| Bullock Wealth Management Group | 150 | $1.88K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 146 | $1.84K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 129 | $1.65K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 128 | $1.61K | 0.00% | +1+0.8% | Added |
| Accordant Advisory Group Inc | 125 | $1.57K | 0.00% | +125 | New |
| Sound Income Strategies, LLC | 119 | $1.49K | 0.00% | −1,507−92.7% | Reduced |
| WPG Advisers, LLC | 113 | $1.42K | 0.00% | +9+8.7% | Added |
| Fortitude Family Office, LLC | 110 | $1.38K | 0.00% | +9+8.9% | Added |
| Cassaday & Co Wealth Management LLC | 110 | $1.38K | 0.00% | +110 | New |
| Massmutual Trust Co FSB | 107 | $1.34K | 0.00% | −651−85.9% | Reduced |
| Larson Financial Group LLC | 106 | $1.33K | 0.00% | +31+41.3% | Added |
| CVA Family Office, LLC | 103 | $1.29K | 0.00% | +62+151.2% | Added |
| Clearstead Advisors, LLC | 101 | $1.27K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 100 | $1.26K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 100 | $1.26K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 93 | $1.17K | 0.00% | +47+102.2% | Added |
| Caitong International Asset Management Co., Ltd | 91 | $1.14K | 0.00% | +91 | New |
| Cranbrook Wealth Management, LLC | 85 | $1.07K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 85 | $1.07K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 81 | $1.02K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 81 | $1.02K | 0.00% | +81 | New |
| Close Asset Management Ltd | 85 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 90 | $1.00K | 0.00% | +90 | New |
| Asset Dedication, LLC | 73 | $924 | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 68 | $855 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 64 | $806 | 0.00% | +8+14.3% | Added |
| Wall Street Access Asset Management, LLC | 61 | $767 | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 61 | $767 | 0.00% | +27+79.4% | Added |
| Synergy Investment Management, LLC | 61 | $767 | 0.00% | +61 | New |
| DiNuzzo Private Wealth, Inc. | 59 | $742 | 0.00% | +31+110.7% | Added |
| Atlantic Union Bankshares Corp | 57 | $716 | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 53 | $667 | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 53 | $667 | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 53 | $666 | 0.00% | +53 | New |
| Bank & Trust Co | 52 | $654 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 50 | $629 | 0.00% | +50 | New |
| Kingdom Financial Group LLC. | 47 | $591 | 0.00% | +17+56.7% | Added |
| Lloyd Advisory Services, LLC. | 47 | $591 | 0.00% | +47 | New |
| Thompson Investment Management, Inc. | 45 | $566 | 0.00% | 00.0% | Unchanged |
| Quarry LP | 44 | $553 | 0.00% | −76−63.3% | Reduced |
| TD Private Client Wealth LLC | 39 | $490 | 0.00% | −7−15.2% | Reduced |
| LRI Investments, LLC | 37 | $468 | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 37 | $465 | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 36 | $453 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 34 | $427 | 0.00% | −6,035−99.4% | Reduced |
| Brown Brothers Harriman & Co | 34 | $427 | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 34 | $426 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 33 | $415 | 0.00% | −248−88.3% | Reduced |
| Bay Harbor Wealth Management, LLC | 31 | $389 | 0.00% | +18+138.5% | Added |
| Cromwell Holdings LLC | 30 | $377 | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 30 | $375 | 0.00% | +30 | New |
| True Wealth Design, LLC | 29 | $365 | 0.00% | +29 | New |
| Fortis Group Advisors, LLC | 27 | $340 | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 27 | $339 | 0.00% | 00.0% | Unchanged |
| Kings Path Partners LLC | 26 | $327 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 25 | $315 | 0.00% | +25 | New |
| Vermillion Wealth Management, Inc. | 23 | $289 | 0.00% | +6+35.3% | Added |
| Financial Consulate, Inc | 22 | $274 | 0.00% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 21 | $264 | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 21 | $264 | 0.00% | +21 | New |
| HFM Investment Advisors, LLC | 20 | $251 | 0.00% | +8+66.7% | Added |
| Gilpin Wealth Management, LLC | 19 | $239 | 0.00% | −3−13.6% | Reduced |
| Beaird Harris Wealth Management, LLC | 18 | $227 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 18 | $226 | 0.00% | −28−60.9% | Reduced |
| North Ridge Wealth Advisors, Inc. | 17 | $214 | 0.00% | 00.0% | Unchanged |
| Distillate Capital Partners LLC | 17 | $214 | 0.00% | +2+13.3% | Added |
| Transamerica Financial Advisors, Inc. | 17 | $213 | 0.00% | +17 | New |
| HM Payson & Co | 16 | $202 | 0.00% | +16 | New |
| Country Trust Bank | 16 | $201 | 0.00% | 00.0% | Unchanged |
| Catherine Avery Investment Management LLC | 16 | $201 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 15 | $189 | 0.00% | +5+50.0% | Added |
| Clear Investment Research, LLC | 15 | $184 | 0.00% | +15 | New |