| GW&K Investment Management, LLC | 235 | $19.0K | 0.00% | +5+2.2% | Added |
| Triumph Capital Management | 228 | $18.9K | 0.00% | −20−8.1% | Reduced |
| St Germain D J Co Inc | 227 | $18.8K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 222 | $18.4K | 0.00% | +168+311.1% | Added |
| Citizens National Bank Trust Department | 219 | $18.1K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 214 | $17.7K | 0.00% | −2−0.9% | Reduced |
| Buck Wealth Strategies, LLC | 212 | $17.6K | 0.00% | +212 | New |
| Financial Management Professionals, Inc. | 211 | $17.5K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 200 | $16.6K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 186 | $15.4K | 0.00% | −130−41.1% | Reduced |
| Planning Strategies Inc. | 185 | $15.3K | 0.01% | +185 | New |
| Gables Capital Management Inc. | 183 | $15.2K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 182 | $15.1K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 174 | $14.4K | 0.00% | +104+148.6% | Added |
| SJS Investment Consulting Inc. | 172 | $14.3K | 0.00% | +14+8.9% | Added |
| Salem Investment Counselors Inc | 168 | $13.9K | 0.00% | −4−2.3% | Reduced |
| NBT Bank N A | 166 | $13.8K | 0.00% | −44−21.0% | Reduced |
| Ares Financial Consulting, LLC | 161 | $13.3K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 161 | $13.3K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 159 | $13.2K | 0.00% | +15+10.4% | Added |
| Kilter Group LLC | 153 | $12.7K | 0.00% | +119+350.0% | Added |
| CoreCap Advisors, LLC | 147 | $12.2K | 0.00% | −47−24.2% | Reduced |
| Bartlett & Co. Wealth Management LLC | 145 | $12.0K | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 144 | $11.9K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 138 | $11.4K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 130 | $10.8K | 0.00% | +8+6.6% | Added |
| Activest Wealth Management | 130 | $10.7K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 129 | $10.7K | 0.01% | +68+111.5% | Added |
| Quest 10 Wealth Builders, Inc. | 128 | $10.6K | 0.01% | 00.0% | Unchanged |
| Tounjian Advisory Partners, LLC | 126 | $10.4K | 0.00% | +126 | New |
| Manning & Napier Advisors LLC | 122 | $10.2K | 0.00% | −13−9.6% | Reduced |
| Rosenberg Matthew Hamilton | 121 | $10.0K | 0.00% | 00.0% | Unchanged |
| Purpose Unlimited Inc. | 114 | $9.59K | 0.00% | −103−47.5% | Reduced |
| Synergy Investment Management, LLC | 121 | $9.54K | 0.00% | +121 | New |
| WPG Advisers, LLC | 114 | $9.45K | 0.01% | −12−9.5% | Reduced |
| Pinnacle Bancorp, Inc. | 114 | $9.45K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 111 | $9.20K | 0.00% | −688−86.1% | Reduced |
| WealthCollab, LLC | 109 | $9.03K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 104 | $8.62K | 0.00% | +104 | New |
| Bangor Savings Bank | 100 | $8.29K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 100 | $8.29K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 100 | $8.29K | 0.00% | +100 | New |
| Bayforest Capital Ltd | 94 | $7.79K | 0.01% | +77+452.9% | Added |
| IMA Wealth, Inc. | 92 | $7.62K | 0.00% | +33+55.9% | Added |
| New England Capital Financial Advisors LLC | 91 | $7.54K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 91 | $7.54K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 91 | $7.54K | 0.01% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 87 | $7.21K | 0.00% | −92−51.4% | Reduced |
| Principia Wealth Advisory, LLC | 87 | $7.21K | 0.00% | 00.0% | Unchanged |
| PlanVest Financial, Inc | 85 | $7.04K | 0.00% | +1+1.2% | Added |
| Rossby Financial, LCC | 77 | $6.38K | 0.00% | −11−12.5% | Reduced |
| Harbor Asset Planning, Inc. | 76 | $6.30K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 75 | $6.22K | 0.00% | −11−12.8% | Reduced |
| Action Point Financial Planning, LLC | 77 | $6.21K | 0.00% | +77 | New |
| Proathlete Wealth Management LLC | 71 | $5.88K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 67 | $5.55K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 66 | $5.47K | 0.00% | +21+46.7% | Added |
| Bell Investment Advisors, Inc | 61 | $5.06K | 0.00% | −3−4.7% | Reduced |
| Benson Wealth Management INC | 60 | $4.97K | 0.01% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 57 | $4.72K | 0.00% | +57 | New |
| North Star Investment Management Corp. | 55 | $4.56K | 0.00% | −6−9.8% | Reduced |
| Wiser Advisor Group LLC | 54 | $4.46K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 50 | $4.14K | 0.00% | +11+28.2% | Added |
| Acumen Wealth Advisors, LLC | 49 | $4.06K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 47 | $3.90K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 47 | $3.90K | 0.00% | +47 | New |
| EFG International AG | 43 | $3.56K | 0.00% | +1+2.4% | Added |
| N.E.W. Advisory Services LLC | 41 | $3.40K | 0.00% | +41 | New |
| West Paces Advisors Inc. | 40 | $3.31K | 0.00% | +40 | New |
| DecisionPoint Financial, LLC | 38 | $3.05K | 0.00% | 00.0% | Unchanged |
| Motco | 35 | $2.90K | 0.00% | +35 | New |
| Quent Capital, LLC | 35 | $2.90K | 0.00% | +35 | New |
| Financial Perspectives, Inc | 34 | $2.85K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 34 | $2.82K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 31 | $2.57K | 0.02% | −55−64.0% | Reduced |
| Allied Private Wealth LLC | 30 | $2.50K | 0.00% | +30 | New |
| Noble Wealth Management PBC | 28 | $2.32K | 0.00% | +28 | New |
| Colonial Trust Co | 27 | $2.24K | 0.00% | +3+12.5% | Added |
| City State Bank | 26 | $2.15K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 26 | $2.15K | 0.00% | +26 | New |
| Anchor Investment Management, LLC | 25 | $2.10K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 25 | $2.07K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 25 | $2.07K | 0.00% | +13+108.3% | Added |
| Burk Holdings LLC | 24 | $1.99K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 23 | $1.96K | 0.00% | −220−90.5% | Reduced |
| MV Capital Management, Inc. | 22 | $1.82K | 0.00% | −19−46.3% | Reduced |
| Fortis Group Advisors, LLC | 22 | $1.82K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 22 | $1.82K | 0.00% | 00.0% | Unchanged |
| Mondrian Investment Partners LTD | 21 | $1.75K | 0.00% | +21 | New |
| GHP Investment Advisors, Inc. | 19 | $1.57K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 19 | $1.57K | 0.00% | +19 | New |
| Halbert Hargrove Global Advisors, LLC | 18 | $1.52K | 0.00% | +18 | New |
| Key Financial Inc | 18 | $1.49K | 0.00% | −18−50.0% | Reduced |
| Key Capital Management, INC | 18 | $1.49K | 0.00% | +18 | New |
| Dogwood Wealth Management LLC | 17 | $1.41K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 17 | $1.41K | 0.00% | +17 | New |
| Downshift Financial, LLC | 17 | $1.41K | 0.00% | +17 | New |
| American Capital Advisory, LLC | 16 | $1.33K | 0.00% | −30−65.2% | Reduced |
| Trifecta Capital Advisors, LLC | 15 | $1.24K | 0.00% | +15 | New |
| Highland Investment Advisors LLC | 15 | $1.24K | 0.00% | +15 | New |