| First Personal Financial Services | 709 | $16.4K | 0.00% | +209+41.8% | Added |
| Highline Wealth Partners LLC | 673 | $15.6K | 0.01% | +651+2,959.1% | Added |
| Fairfield Financial Advisors, LTD | 633 | $14.6K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 602 | $13.9K | 0.00% | +40+7.1% | Added |
| Harbor Investment Advisory, LLC | 594 | $13.7K | 0.00% | −12−2.0% | Reduced |
| Global Financial Private Client, LLC | 579 | $13.4K | 0.01% | +579 | New |
| Aspire Private Capital, LLC | 571 | $13.2K | 0.00% | +8+1.4% | Added |
| Missouri Trust & Investment Co | 562 | $13.0K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 557 | $12.9K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 544 | $12.4K | 0.00% | −825−60.3% | Reduced |
| Richard W. Paul & Associates, LLC | 533 | $12.3K | 0.00% | −1−0.2% | Reduced |
| Castleview Partners, LLC | 530 | $12.3K | 0.01% | −10−1.9% | Reduced |
| Pinnacle Bancorp, Inc. | 526 | $12.2K | 0.00% | −296−36.0% | Reduced |
| SOA Wealth Advisors, LLC. | 481 | $11.1K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 479 | $11.1K | 0.00% | +10+2.1% | Added |
| Crewe Advisors LLC | 476 | $11.0K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 517 | $11.0K | 0.00% | +7+1.4% | Added |
| Cyrus J. Lawrence, LLC | 500 | $11.0K | 0.00% | +500 | New |
| ORG Partners LLC | 456 | $10.5K | 0.00% | −898−66.3% | Reduced |
| SWAN Capital LLC | 456 | $10.5K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 416 | $9.62K | 0.00% | +328+372.7% | Added |
| Asset Dedication, LLC | 408 | $9.43K | 0.00% | −11−2.6% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 404 | $9.35K | 0.00% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 401 | $9.28K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 379 | $8.77K | 0.00% | +8+2.2% | Added |
| Eastern Bank | 369 | $8.54K | 0.00% | +369 | New |
| Quent Capital, LLC | 366 | $8.47K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 344 | $8.00K | 0.00% | 00.0% | Unchanged |
| Keener Financial Planning LLC | 369 | $8.00K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 344 | $7.96K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 338 | $7.82K | 0.00% | +338 | New |
| Sandy Spring Bank | 330 | $7.63K | 0.00% | +20+6.5% | Added |
| WealthCollab, LLC | 297 | $6.87K | 0.00% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 289 | $6.68K | 0.00% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 282 | $6.52K | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 275 | $6.36K | 0.00% | +275 | New |
| Tompkins Financial Corp | 271 | $6.27K | 0.00% | +271 | New |
| CoreCap Advisors, LLC | 267 | $6.18K | 0.00% | −405−60.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 264 | $6.11K | 0.00% | +56+26.9% | Added |
| PSI Advisors, LLC | 250 | $5.78K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 233 | $5.39K | 0.00% | +109+87.9% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 228 | $5.27K | 0.01% | −612−72.9% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 243 | $5.00K | 0.00% | −81−25.0% | Reduced |
| Grove Bank & Trust | 216 | $5.00K | 0.00% | +216 | New |
| Trust Co of Vermont | 213 | $4.93K | 0.00% | +213 | New |
| Dunhill Financial, LLC | 210 | $4.86K | 0.00% | +180+600.0% | Added |
| MidAtlantic Capital Management, Inc. | 208 | $4.81K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 204 | $4.72K | 0.00% | +204 | New |
| Cassady Schiller Wealth Management, LLC | 184 | $4.26K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 184 | $4.26K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 178 | $4.12K | 0.00% | −76−29.9% | Reduced |
| Cornerstone Planning Group LLC | 180 | $4.10K | 0.00% | −136−43.0% | Reduced |
| Hallmark Capital Management Inc | 176 | $4.07K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 158 | $4.00K | 0.00% | +16+11.3% | Added |
| Coston, McIsaac & Partners | 184 | $4.00K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 168 | $3.91K | 0.00% | −287−63.1% | Reduced |
| Stephens Consulting, LLC | 167 | $3.86K | 0.00% | −96−36.5% | Reduced |
| West Paces Advisors Inc. | 154 | $3.56K | 0.00% | +154 | New |
| HHM Wealth Advisors, LLC | 143 | $3.31K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 130 | $3.01K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 162 | $3.00K | 0.00% | +6+3.8% | Added |
| WR Wealth Planners, LLC | 122 | $2.82K | 0.00% | +17+16.2% | Added |
| Compagnie Lombard Odier SCmA | 114 | $2.64K | 0.00% | −367−76.3% | Reduced |
| Continuum Advisory, LLC | 110 | $2.60K | 0.00% | −19−14.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 112 | $2.59K | 0.00% | −53−32.1% | Reduced |
| TruNorth Capital Management, LLC | 103 | $2.38K | 0.00% | +103 | New |
| Anfield Capital Management, LLC | 100 | $2.31K | 0.00% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 100 | $2.15K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 90 | $2.08K | 0.00% | −228−71.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 88 | $2.06K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 88 | $2.04K | 0.00% | −152−63.3% | Reduced |
| Financial Management Professionals, Inc. | 86 | $2.00K | 0.00% | +57+196.6% | Added |
| Central Trust Co | 83 | $1.92K | 0.00% | −569−87.3% | Reduced |
| HM Payson & Co | 82 | $1.90K | 0.00% | −1,297−94.1% | Reduced |
| Atticus Wealth Management, LLC | 80 | $1.85K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 79 | $1.83K | 0.00% | +79 | New |
| Gilliland Jeter Wealth Management LLC | 72 | $1.67K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 64 | $1.50K | 0.00% | −1−1.5% | Reduced |
| Delta Asset Management LLC | 60 | $1.39K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 66 | $1.36K | 0.00% | +33+100.0% | Added |
| Koesten, Hirschmann & Crabtree, INC. | 56 | $1.30K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 55 | $1.27K | 0.00% | +55 | New |
| Strengthening Families & Communities, LLC | 51 | $1.18K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 50 | $1.17K | 0.00% | +1+2.0% | Added |
| Key Financial Inc | 48 | $1.11K | 0.00% | +48 | New |
| FWL Investment Management, LLC | 48 | $1.11K | 0.00% | +48 | New |
| Valley National Advisers Inc | 74 | $1.00K | 0.00% | −660−89.9% | Reduced |
| Hemington Wealth Management | 54 | $1.00K | 0.00% | +54 | New |
| JDM Financial Group LLC | 38 | $879 | 0.00% | +38 | New |
| Annapolis Financial Services, LLC | 38 | $878 | 0.00% | +38 | New |
| West Branch Capital LLC | 36 | $841 | 0.00% | +36 | New |
| Valued Wealth Advisors LLC | 36 | $833 | 0.00% | +36 | New |
| Provenance Wealth Advisors, LLC | 30 | $694 | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 26 | $603 | 0.00% | +26 | New |
| WestEnd Advisors, LLC | 21 | $486 | 0.00% | +5+31.3% | Added |
| NVWM, LLC | 20 | $463 | 0.00% | −16−44.4% | Reduced |
| Chesapeake Asset Management LLC | 20 | $462 | 0.00% | +20 | New |
| Creative Capital Management Investments LLC | 16 | $370 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 15 | $347 | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 12 | $278 | 0.00% | +12 | New |
