| Flagship Harbor Advisors, LLC | 170 | $44.4K | 0.00% | −2,158−92.7% | Reduced |
| Clear Street Markets LLC | 160 | $41.8K | 0.01% | −26−14.0% | Reduced |
| TD Private Client Wealth LLC | 160 | $41.8K | 0.00% | +3+1.9% | Added |
| SageView Advisory Group, LLC | 156 | $40.8K | 0.00% | +156 | New |
| DV Equities, LLC | 153 | $40.0K | 0.01% | +153 | New |
| Foster Dykema Cabot & Partners, LLC | 150 | $39.2K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 146 | $38.1K | 0.01% | −10−6.4% | Reduced |
| State of Wyoming | 139 | $36.3K | 0.00% | −277−66.6% | Reduced |
| Grove Bank & Trust | 139 | $36.3K | 0.00% | +7+5.3% | Added |
| Whittier Trust Co of Nevada Inc | 127 | $34.1K | 0.00% | −5−3.8% | Reduced |
| First Pacific Financial | 122 | $31.9K | 0.00% | −125−50.6% | Reduced |
| MV Capital Management, Inc. | 115 | $30.0K | 0.00% | +1+0.9% | Added |
| Essential Partners LLC | 115 | $30.0K | 0.01% | +115 | New |
| Elyxium Wealth, LLC | 113 | $29.5K | 0.01% | +113 | New |
| GW&K Investment Management, LLC | 111 | $29.0K | 0.00% | +2+1.8% | Added |
| Costello Asset Management, INC | 110 | $28.7K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 100 | $27.0K | 0.01% | +1+1.0% | Added |
| Larson Financial Group LLC | 102 | $26.6K | 0.00% | +55+117.0% | Added |
| Bryn Mawr Trust Co | 100 | $26.1K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 100 | $26.1K | 0.01% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 100 | $26.1K | 0.01% | 00.0% | Unchanged |
| City State Bank | 100 | $26.1K | 0.01% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 100 | $26.1K | 0.01% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 100 | $26.1K | 0.01% | 00.0% | Unchanged |
| Commonwealth Retirement Investments LLC | 100 | $26.1K | 0.01% | +100 | New |
| Reflection Asset Management | 98 | $25.6K | 0.02% | +98 | New |
| Aventura Private Wealth, LLC | 94 | $24.6K | 0.01% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 90 | $23.5K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 87 | $22.7K | 0.00% | +87 | New |
| Quent Capital, LLC | 84 | $21.9K | 0.00% | +29+52.7% | Added |
| Sittner & Nelson, LLC | 100 | $21.9K | 0.01% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 83 | $21.7K | 0.01% | +8+10.7% | Added |
| Atwood & Palmer Inc | 75 | $19.6K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 75 | $19.6K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 74 | $19.3K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 73 | $19.1K | 0.00% | +22+43.1% | Added |
| Wellington-Altus USA Inc. | 72 | $18.8K | 0.01% | +72 | New |
| ORG Partners LLC | 72 | $18.8K | 0.00% | +7+10.8% | Added |
| Hilton Head Capital Partners, LLC | 70 | $18.3K | 0.01% | +70 | New |
| Mascoma Wealth Management LLC | 69 | $18.0K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 68 | $17.8K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 67 | $17.5K | 0.00% | −30−30.9% | Reduced |
| Rossby Financial, LCC | 67 | $17.5K | 0.01% | +61+1,016.7% | Added |
| Monetary Solutions, Ltd | 65 | $17.0K | 0.02% | +65 | New |
| Creative Financial Designs Inc | 60 | $15.7K | 0.00% | +60 | New |
| CVA Family Office, LLC | 59 | $15.4K | 0.00% | +2+3.5% | Added |
| Bell Investment Advisors, Inc | 57 | $14.9K | 0.00% | +8+16.3% | Added |
| Westside Investment Management, Inc. | 53 | $14.5K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 52 | $13.5K | 0.00% | +40+333.3% | Added |
| Nvest Wealth Strategies, Inc. | 50 | $13.1K | 0.01% | +50 | New |
| HighMark Wealth Management LLC | 50 | $13.1K | 0.01% | 00.0% | Unchanged |
| First Horizon Corp | 48 | $12.5K | 0.00% | −35−42.2% | Reduced |
| Ares Financial Consulting, LLC | 48 | $12.5K | 0.01% | +48 | New |
| Laurel Wealth Advisors LLC | 46 | $12.0K | 0.00% | +46 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 45 | $11.8K | 0.00% | +45 | New |
| Keating Financial Advisory Services, Inc. | 44 | $11.5K | 0.00% | +44 | New |
| Activest Wealth Management | 43 | $11.2K | 0.00% | +3+7.5% | Added |
| FNY Investment Advisers, LLC | 44 | $11.0K | 0.00% | −6,206−99.3% | Reduced |
| Vision Financial Markets LLC | 42 | $11.0K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 42 | $11.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 40 | $10.4K | 0.00% | −24−37.5% | Reduced |
| Nemes Rush Group LLC | 40 | $10.4K | 0.00% | +40 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 39 | $10.2K | 0.00% | +35+875.0% | Added |
| WPG Advisers, LLC | 38 | $9.93K | 0.01% | +6+18.8% | Added |
| Sankala Group LLC | 50 | $9.86K | 0.01% | +50 | New |
| Versant Capital Management, Inc | 37 | $9.67K | 0.00% | +17+85.0% | Added |
| NBT Bank N A | 261 | $8.88K | 0.00% | +40+18.1% | Added |
| CBIZ Investment Advisory Services, LLC | 34 | $8.88K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 34 | $8.88K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 32 | $8.36K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 30 | $8.16K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 30 | $8.00K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 32 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 30 | $7.84K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 27 | $7.05K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 27 | $7.05K | 0.00% | +3+12.5% | Added |
| Capital Advisors, Ltd. LLC | 28 | $7.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 30 | $7.00K | 0.00% | +1+3.4% | Added |
| South State Corp. | 26 | $6.79K | 0.00% | +17+188.9% | Added |
| UMA Financial Services, Inc. | 26 | $6.79K | 0.00% | +5+23.8% | Added |
| Archer Investment Corp | 25 | $6.53K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 25 | $6.53K | 0.01% | 00.0% | Unchanged |
| Maseco LLP | 24 | $6.27K | 0.00% | +24 | New |
| True Wealth Design, LLC | 23 | $6.01K | 0.00% | +13+130.0% | Added |
| Howard Hughes Medical Institute | 23 | $6.01K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 23 | $6.01K | 0.00% | 00.0% | Unchanged |
| Trust Co | 23 | $6.01K | 0.00% | +23 | New |
| McMillan Office, Inc. | 22 | $5.75K | 0.00% | +22 | New |
| Entrust Financial LLC | 20 | $5.22K | 0.00% | +20 | New |
| DiNuzzo Private Wealth, Inc. | 19 | $4.96K | 0.00% | +2+11.8% | Added |
| Kilter Group LLC | 18 | $4.70K | 0.00% | +6+50.0% | Added |
| Bullock Wealth Management Group | 17 | $4.44K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 16 | $4.18K | 0.00% | +16 | New |
| Evermay Wealth Management LLC | 15 | $3.92K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 14 | $3.66K | 0.00% | +3+27.3% | Added |
| Cornerstone Planning Group LLC | 14 | $3.49K | 0.00% | −3−17.6% | Reduced |
| Center for Financial Planning, Inc. | 13 | $3.40K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 13 | $3.40K | 0.00% | +13 | New |
| Abound Wealth Management | 13 | $3.29K | 0.00% | +1+8.3% | Added |
| Red Tortoise LLC | 12 | $3.13K | 0.00% | 00.0% | Unchanged |