| SHP Wealth Management | 59 | $23.6K | 0.00% | +6+11.3% | Added |
| LRI Investments, LLC | 58 | $23.0K | 0.00% | −42−42.0% | Reduced |
| Bell Investment Advisors, Inc | 56 | $22.2K | 0.00% | +3+5.7% | Added |
| Prosperity Bancshares Inc | 52 | $20.7K | 0.01% | +2+4.0% | Added |
| Prestige Wealth Management Group LLC | 50 | $19.9K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 50 | $19.9K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 45 | $17.9K | 0.00% | +11+32.4% | Added |
| Vanguard National Trust Co | 44 | $17.5K | 0.00% | +10+29.4% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 44 | $17.5K | 0.01% | +44 | New |
| Community Bank, N.A. | 43 | $17.1K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 45 | $17.0K | 0.00% | +31+221.4% | Added |
| Rossby Financial, LCC | 42 | $16.7K | 0.00% | +25+147.1% | Added |
| Cornerstone Financial Management LLC | 41 | $16.3K | 0.01% | +25+156.3% | Added |
| High Point Wealth Management, LLC | 41 | $16.1K | 0.01% | +1+2.5% | Added |
| Synergy Investment Management, LLC | 41 | $15.1K | 0.00% | +32+355.6% | Added |
| Newbridge Financial Services Group, Inc. | 38 | $15.1K | 0.00% | +8+26.7% | Added |
| Keating Financial Advisory Services, Inc. | 38 | $15.1K | 0.00% | +34+850.0% | Added |
| Fortitude Family Office, LLC | 35 | $13.9K | 0.00% | +30+600.0% | Added |
| Atlantic Trust, LLC | 35 | $13.9K | 0.00% | +35 | New |
| Action Point Financial Planning, LLC | 37 | $13.9K | 0.00% | +37 | New |
| Vision Retirement, LLC | 34 | $13.5K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 34 | $13.5K | 0.00% | +34 | New |
| Cornerstone Planning Group LLC | 32 | $12.7K | 0.00% | +10+45.5% | Added |
| Bullseye Investment Management, LLC | 31 | $12.3K | 0.01% | −759−96.1% | Reduced |
| Horizon Financial Services, LLC | 31 | $12.3K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 30 | $11.9K | 0.00% | +27+900.0% | Added |
| Highline Wealth Partners LLC | 29 | $11.5K | 0.00% | +23+383.3% | Added |
| Joseph Group Capital Management | 29 | $11.5K | 0.00% | +29 | New |
| Byrne Asset Management LLC | 28 | $11.1K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 28 | $11.1K | 0.00% | +8+40.0% | Added |
| Dogwood Wealth Management LLC | 28 | $11.1K | 0.00% | +28 | New |
| Ares Financial Consulting, LLC | 28 | $11.1K | 0.01% | +28 | New |
| Signature Equity Partners, LLC | 28 | $11.0K | 0.01% | −449−94.1% | Reduced |
| First Horizon Corp | 27 | $10.7K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 27 | $10.7K | 0.00% | +2+8.0% | Added |
| First Pacific Financial | 25 | $10.0K | 0.00% | +25 | New |
| Tounjian Advisory Partners, LLC | 25 | $10.0K | 0.00% | +25 | New |
| First United Bank Trust | 25 | $9.93K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 24 | $9.53K | 0.00% | −2−7.7% | Reduced |
| Rialto Wealth Management, LLC | 23 | $9.14K | 0.00% | +13+130.0% | Added |
| AdvisorNet Financial, Inc | 23 | $9.14K | 0.00% | −1−4.2% | Reduced |
| J.Safra Asset Management Corp | 22 | $8.74K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 22 | $8.74K | 0.00% | +19+633.3% | Added |
| Westfuller Advisors, LLC | 21 | $8.36K | 0.00% | +7+50.0% | Added |
| Kemnay Advisory Services Inc. | 20 | $7.94K | 0.00% | −28−58.3% | Reduced |
| Cherry Tree Wealth Management, LLC | 19 | $7.55K | 0.00% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 18 | $6.86K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 17 | $6.75K | 0.00% | +3+21.4% | Added |
| RMG Wealth Management LLC | 17 | $6.61K | 0.00% | +17 | New |
| Darwin Advisors, LLC | 16 | $6.57K | 0.00% | +1+6.7% | Added |
| NVWM, LLC | 16 | $6.36K | 0.00% | +5+45.5% | Added |
| Marquette Asset Management, LLC | 16 | $6.36K | 0.00% | +6+60.0% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 16 | $6.35K | 0.00% | 00.0% | Unchanged |
| City State Bank | 15 | $5.96K | 0.00% | −75−83.3% | Reduced |
| South State Corp. | 14 | $5.56K | 0.00% | +10+250.0% | Added |
| Hughes Financial Services, LLC | 14 | $5.56K | 0.00% | +9+180.0% | Added |
| Bay Harbor Wealth Management, LLC | 14 | $5.56K | 0.00% | +11+366.7% | Added |
| Essential Partners LLC | 13 | $5.16K | 0.00% | +7+116.7% | Added |
| Cedar Mountain Advisors, LLC | 12 | $4.77K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 12 | $4.77K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 12 | $4.77K | 0.00% | +2+20.0% | Added |
| Fairman Group, LLC | 11 | $4.38K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 11 | $4.37K | 0.00% | −2−15.4% | Reduced |
| Cape Investment Advisory, Inc. | 10 | $4.02K | 0.00% | +10 | New |
| Westside Investment Management, Inc. | 10 | $3.97K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 10 | $3.97K | 0.00% | +10 | New |
| Whittier Trust Co of Nevada Inc | 10 | $3.95K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 9 | $3.75K | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 9 | $3.58K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 9 | $3.58K | 0.00% | +5+125.0% | Added |
| Wall Street Access Asset Management, LLC | 9 | $3.58K | 0.00% | +9 | New |
| Planning Strategies Inc. | 9 | $3.58K | 0.00% | +9 | New |
| Clark Wealth Partners | 8 | $3.19K | 0.00% | +2+33.3% | Added |
| Rakuten Securities, Inc. | 8 | $3.18K | 0.00% | −192−96.0% | Reduced |
| Kilter Group LLC | 8 | $3.18K | 0.00% | −1−11.1% | Reduced |
| Principia Wealth Advisory, LLC | 8 | $3.18K | 0.00% | +3+60.0% | Added |
| High Note Wealth, LLC | 8 | $3.18K | 0.00% | +8 | New |
| Decker Retirement Planning Inc. | 8 | $3.18K | 0.00% | +8 | New |
| HFM Investment Advisors, LLC | 8 | $3.18K | 0.00% | +8 | New |
| American Capital Advisory, LLC | 7 | $2.78K | 0.00% | +2+40.0% | Added |
| DiNuzzo Private Wealth, Inc. | 7 | $2.78K | 0.00% | +4+133.3% | Added |
| Valley National Advisers Inc | 7 | $2.78K | 0.00% | +7 | New |
| Institute for Wealth Management, LLC. | 7 | $2.78K | 0.00% | +7 | New |
| Activest Wealth Management | 7 | $2.78K | 0.00% | +7 | New |
| Silver Grove Financial Group, Inc. | 7 | $2.78K | 0.00% | +7 | New |
| Allied Private Wealth LLC | 7 | $2.77K | 0.00% | +7 | New |
| BOK Financial Private Wealth, Inc. | 6 | $2.39K | 0.00% | +6 | Added |
| Signature Resources Capital Management, LLC | 6 | $2.38K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 6 | $2.38K | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 5 | $1.99K | 0.00% | −12−70.6% | Reduced |
| NBT Bank N A | 5 | $1.99K | 0.00% | 00.0% | Unchanged |
| Motco | 5 | $1.99K | 0.00% | +3+150.0% | Added |
| Abound Wealth Management | 4 | $1.59K | 0.00% | −39−90.7% | Reduced |
| Retirement Wealth Solutions LLC | 4 | $1.59K | 0.00% | +1+33.3% | Added |
| Bokf, NA | 4 | $1.59K | 0.00% | +4 | New |
| Register Financial Advisors LLC | 4 | $1.59K | 0.00% | +4 | New |
| Dunhill Financial, LLC | 3 | $1.36K | 0.00% | +1+50.0% | Added |
| Aspect Partners, LLC | 3 | $1.19K | 0.00% | −6−66.7% | Reduced |
| Addison Advisors LLC | 3 | $1.19K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 3 | $1.19K | 0.00% | 00.0% | Unchanged |