| Atlantic Edge Private Wealth Management, LLC | 130 | $33.7K | 0.01% | +45+52.9% | Added |
| Bryn Mawr Trust Co | 126 | $32.7K | 0.00% | −3,811−96.8% | Reduced |
| Independence Bank of Kentucky | 125 | $32.4K | 0.00% | 00.0% | Unchanged |
| Battery Global Advisors, LLC | 122 | $31.7K | 0.01% | 00.0% | Unchanged |
| Caitlin John, LLC | 122 | $31.5K | 0.02% | +122 | New |
| VSM Wealth Advisory, LLC | 115 | $29.9K | 0.01% | 00.0% | Unchanged |
| Sagard Holdings Management Inc. | 114 | $29.6K | 0.15% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 112 | $29.1K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 112 | $29.0K | 0.02% | −1−0.9% | Reduced |
| Bartlett & Co. Wealth Management LLC | 108 | $28.0K | 0.00% | −7−6.1% | Reduced |
| GHP Investment Advisors, Inc. | 108 | $28.0K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 107 | $27.8K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 106 | $27.5K | 0.00% | −314−74.8% | Reduced |
| Noble Wealth Management PBC | 101 | $26.2K | 0.01% | +101 | New |
| Old Point Trust & Financial Services N A | 100 | $25.9K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 98 | $25.4K | 0.00% | +20+25.6% | Added |
| Cullen/Frost Bankers, Inc. | 96 | $24.9K | 0.00% | −43−30.9% | Reduced |
| Deseret Mutual Benefit Administrators | 96 | $24.9K | 0.01% | −22−18.6% | Reduced |
| Murphy & Mullick Capital Management Corp | 95 | $24.7K | 0.02% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 92 | $23.9K | 0.00% | +92 | New |
| UMA Financial Services, Inc. | 91 | $23.6K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 91 | $23.6K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 82 | $23.6K | 0.01% | +82 | New |
| Bell Investment Advisors, Inc | 89 | $23.1K | 0.00% | −23−20.5% | Reduced |
| Lowe Wealth Advisors, LLC | 85 | $22.1K | 0.01% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 85 | $22.0K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 83 | $21.5K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 82 | $21.3K | 0.00% | −6−6.8% | Reduced |
| Solstein Capital, LLC | 82 | $21.3K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 80 | $21.0K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 80 | $21.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 78 | $20.2K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 77 | $20.0K | 0.00% | −19−19.8% | Reduced |
| Frazier Financial Advisors, LLC | 76 | $19.7K | 0.01% | −60−44.1% | Reduced |
| JFS Wealth Advisors, LLC | 76 | $19.7K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 76 | $19.7K | 0.00% | 00.0% | Unchanged |
| Roxbury Financial LLC | 76 | $19.7K | 0.02% | 00.0% | Unchanged |
| Eastern Bank | 72 | $18.7K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 71 | $18.4K | 0.00% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 70 | $18.2K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 67 | $17.4K | 0.00% | +16+31.4% | Added |
| Strive Asset Management, LLC | 65 | $16.9K | 0.01% | +65 | New |
| Caldwell Trust Co | 64 | $16.6K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 64 | $16.5K | 0.00% | +3+4.9% | Added |
| Strategic Wealth Partners, Ltd. | 62 | $16.1K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 64 | $16.0K | 0.00% | +2+3.2% | Added |
| Citizens National Bank Trust Department | 58 | $15.0K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 58 | $15.0K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 54 | $14.8K | 0.00% | +2+3.8% | Added |
| United Community Bank | 54 | $14.0K | 0.00% | +8+17.4% | Added |
| Coston, McIsaac & Partners | 55 | $14.0K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 51 | $13.2K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 50 | $13.0K | 0.00% | +2+4.2% | Added |
| City Holding Co | 50 | $13.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 47 | $12.2K | 0.00% | −216−82.1% | Reduced |
| Pacific Center for Financial Services | 47 | $12.2K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 47 | $12.2K | 0.01% | +26+123.8% | Added |
| Alerus Financial NA | 46 | $11.9K | 0.00% | +46 | New |
| IMG Wealth Management, Inc. | 44 | $11.4K | 0.01% | +4+10.0% | Added |
| Cloud Capital Management, LLC | 46 | $11.0K | 0.01% | +46 | New |
| Oakworth Capital, Inc. | 42 | $10.9K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 42 | $10.9K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 40 | $10.4K | 0.00% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 38 | $10.2K | 0.01% | +38 | New |
| Virtus ETF Advisers LLC | 38 | $9.86K | 0.01% | −337−89.9% | Reduced |
| First Command Advisory Services, Inc. | 38 | $9.86K | 0.00% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 38 | $9.86K | 0.00% | +38 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 37 | $9.60K | 0.02% | −6−14.0% | Reduced |
| Ritter Daniher Financial Advisory LLC | 35 | $9.08K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 34 | $9.00K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 34 | $8.92K | 0.00% | +1+3.0% | Added |
| FSA Wealth Management LLC | 34 | $8.82K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 34 | $8.82K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 34 | $8.82K | 0.00% | +10+41.7% | Added |
| Key Financial Inc | 34 | $8.73K | 0.00% | +4+13.3% | Added |
| Creekmur Asset Management LLC | 33 | $8.56K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 33 | $8.56K | 0.00% | +33 | New |
| Turning Point Benefit Group, Inc. | 33 | $8.47K | 0.01% | +33 | New |
| Colonial Trust Advisors | 30 | $7.78K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 30 | $7.78K | 0.00% | +30 | New |
| First United Bank Trust | 29 | $7.52K | 0.00% | +19+190.0% | Added |
| Marquette Asset Management, LLC | 29 | $7.52K | 0.00% | +29 | New |
| Bellevue Asset Management, LLC | 28 | $7.26K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 27 | $7.00K | 0.00% | +1+3.8% | Added |
| Kilter Group LLC | 27 | $7.00K | 0.00% | +2+8.0% | Added |
| Capital Advisors, Ltd. LLC | 28 | $7.00K | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 26 | $6.75K | 0.00% | +26 | New |
| Guerra Advisors Inc | 25 | $6.49K | 0.00% | +25 | New |
| SOA Wealth Advisors, LLC. | 6,088 | $6.09K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 23 | $5.97K | 0.01% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 23 | $5.97K | 0.00% | +2+9.5% | Added |
| Rossby Financial, LCC | 23 | $5.91K | 0.00% | +23 | New |
| South State Corp. | 22 | $5.71K | 0.00% | −35−61.4% | Reduced |
| Redmont Wealth Advisors LLC | 22 | $5.71K | 0.01% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 21 | $5.51K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 20 | $5.19K | 0.00% | −9−31.0% | Reduced |
| American National Bank | 20 | $5.19K | 0.00% | +20 | New |
| Penserra Capital Management LLC | 21 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 19 | $4.93K | 0.00% | −1−5.0% | Reduced |
| TD Capital Management LLC | 19 | $4.93K | 0.00% | 00.0% | Unchanged |
