| Western Pacific Wealth Management, LP | 110 | $106.2K | 0.10% | +110 | New |
| Rosenberg Matthew Hamilton | 107 | $103.3K | 0.02% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 106 | $102.3K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 106 | $102.3K | 0.05% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 105 | $101.3K | 0.01% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 105 | $101.3K | 0.06% | +3+2.9% | Added |
| Dogwood Wealth Management LLC | 105 | $101.3K | 0.04% | +29+38.2% | Added |
| REAP Financial Group, LLC | 101 | $97.5K | 0.02% | +25+32.9% | Added |
| Hurley Capital, LLC | 100 | $96.5K | 0.05% | 00.0% | Unchanged |
| Berbice Capital Management LLC | 100 | $96.5K | 0.05% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 100 | $96.5K | 0.01% | 00.0% | Unchanged |
| McMillan Office, Inc. | 100 | $96.5K | 0.01% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 98 | $94.6K | 0.04% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 103 | $94.3K | 0.01% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 97 | $93.6K | 0.01% | 00.0% | Unchanged |
| WealthCollab, LLC | 94 | $90.7K | 0.03% | +1+1.1% | Added |
| Action Point Financial Planning, LLC | 95 | $87.8K | 0.01% | +95 | New |
| Boreal Capital Management LLC | 89 | $86.0K | 0.06% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 85 | $82.0K | 0.03% | +85 | New |
| Concord Wealth Partners | 81 | $78.2K | 0.01% | +81 | New |
| Center for Financial Planning, Inc. | 80 | $77.2K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 78 | $75.3K | 0.00% | +12+18.2% | Added |
| Prosperity Bancshares Inc | 75 | $72.4K | 0.05% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 73 | $70.4K | 0.00% | −26−26.3% | Reduced |
| Abound Wealth Management | 71 | $68.1K | 0.01% | −30−29.7% | Reduced |
| Arlington Trust Co LLC | 68 | $65.6K | 0.01% | 00.0% | Unchanged |
| Joseph Group Capital Management | 66 | $63.7K | 0.01% | +24+57.1% | Added |
| Cornerstone Financial Management LLC | 65 | $62.7K | 0.05% | +34+109.7% | Added |
| Washington Trust Advisors, Inc. | 65 | $62.5K | 0.00% | +57+712.5% | Added |
| Medallion Wealth Advisors, LLC | 64 | $61.8K | 0.02% | −30−31.9% | Reduced |
| Private Wealth Management Group, LLC | 64 | $61.8K | 0.01% | +58+966.7% | Added |
| Financial Consulate, Inc | 63 | $60.8K | 0.01% | +4+6.8% | Added |
| Financial Gravity Companies, Inc. | 62 | $59.8K | 0.01% | +62 | New |
| Wall Street Access Asset Management, LLC | 61 | $58.9K | 0.01% | +61 | New |
| Smithfield Trust Co | 60 | $58.0K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 60 | $57.9K | 0.01% | +29+93.5% | Added |
| Align Financial, LLC | 57 | $55.0K | 0.03% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 140 | $54.8K | 0.04% | +81+137.3% | Added |
| Kilter Group LLC | 56 | $54.0K | 0.02% | −1−1.8% | Reduced |
| Trust Co of Vermont | 56 | $54.0K | 0.00% | +56 | New |
| Atwood & Palmer Inc | 55 | $53.1K | 0.00% | 00.0% | Unchanged |
| Capital Advisor Network LLC | 55 | $53.1K | 0.07% | +55 | New |
| Intesa Sanpaolo Wealth Management | 53 | $51.1K | 0.01% | +53 | New |
| Bruce G. Allen Investments, LLC | 52 | $50.2K | 0.03% | −145−73.6% | Reduced |
| Costello Asset Management, INC | 50 | $48.3K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 50 | $48.2K | 0.02% | +1+2.0% | Added |
| Strive Financial Group ,LLC | 49 | $47.3K | 0.02% | +1+2.1% | Added |
| Community Financial Services Group, LLC | 51 | $46.7K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 48 | $46.3K | 0.01% | −8−14.3% | Reduced |
| Avion Wealth | 48 | $46.0K | 0.01% | +17+54.8% | Added |
| Crewe Advisors LLC | 47 | $45.4K | 0.00% | +39+487.5% | Added |
| RiverPark Advisors, LLC | 47 | $45.4K | 0.02% | −32−40.5% | Reduced |
| BankPlus Trust Department | 47 | $45.4K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 45 | $43.4K | 0.00% | +21+87.5% | Added |
| LifeSteps Financial, Inc. | 45 | $43.4K | 0.02% | +45 | New |
| Osbon Capital Management LLC | 43 | $41.5K | 0.03% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 42 | $40.5K | 0.01% | +9+27.3% | Added |
| Bangor Savings Bank | 41 | $39.6K | 0.00% | −74−64.3% | Reduced |
| Winch Advisory Services, LLC | 41 | $39.4K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 40 | $39.0K | 0.00% | 00.0% | Unchanged |
| Baillie Gifford & Co | 40 | $38.6K | 0.00% | +40 | New |
| BOCHK Asset Management Ltd | 40 | $38.6K | 0.01% | +40 | New |
| Merrithew & Thorsten Inc | 40 | $38.0K | 0.03% | 00.0% | Unchanged |
| Tidemark, LLC | 38 | $36.7K | 0.01% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 37 | $35.7K | 0.00% | +31+516.7% | Added |
| Imprint Wealth LLC | 36 | $34.7K | 0.14% | 00.0% | Unchanged |
| Front Row Advisors LLC | 40 | $32.8K | 0.01% | −40−50.0% | Reduced |
| Allianz SE | 34 | $32.8K | 0.00% | +34 | New |
| Vima LLC | 34 | $32.8K | 0.03% | +34 | New |
| First Pacific Financial | 30 | $29.1K | 0.00% | −1−3.2% | Reduced |
| Marquette Asset Management, LLC | 30 | $28.9K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 30 | $28.9K | 0.04% | 00.0% | Unchanged |
| One River Asset Management, LLC | 30 | $28.9K | 0.14% | +30 | New |
| Ogorek Anthony Joseph | 30 | $28.0K | 0.01% | −10−25.0% | Reduced |
| Park Place Capital Corp | 29 | $28.0K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 29 | $28.0K | 0.01% | +10+52.6% | Added |
| Hilton Head Capital Partners, LLC | 29 | $28.0K | 0.01% | +10+52.6% | Added |
| Retirement Wealth Solutions LLC | 29 | $28.0K | 0.02% | +12+70.6% | Added |
| Vision Financial Markets LLC | 30 | $27.5K | 0.02% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 28 | $27.0K | 0.00% | +10+55.6% | Added |
| Sterling Capital Management LLC | 28 | $27.0K | 0.00% | +28 | New |
| Dunhill Financial, LLC | 25 | $24.5K | 0.01% | +4+19.0% | Added |
| Olistico Wealth, LLC | 25 | $24.1K | 0.01% | 00.0% | Unchanged |
| Alpha Financial Advisors, LLC | 24 | $23.2K | 0.01% | +24 | New |
| Colonial Trust Co | 22 | $21.5K | 0.00% | −36−62.1% | Reduced |
| Addison Advisors LLC | 22 | $21.2K | 0.01% | 00.0% | Unchanged |
| High Note Wealth, LLC | 22 | $21.2K | 0.00% | +4+22.2% | Added |
| Bare Financial Services, Inc | 22 | $21.2K | 0.00% | +13+144.4% | Added |
| Creative Capital Management Investments LLC | 22 | $21.2K | 0.00% | +16+266.7% | Added |
| Raffa Wealth Management, LLC | 20 | $19.3K | 0.00% | −6−23.1% | Reduced |
| Ares Financial Consulting, LLC | 20 | $19.3K | 0.01% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 20 | $19.3K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 20 | $19.3K | 0.00% | +6+42.9% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 20 | $19.3K | 0.01% | +20 | New |
| Investors Portfolio Services LLC | 19 | $18.3K | 0.01% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 18 | $17.4K | 0.00% | +1+5.9% | Added |
| ZRC Wealth Management, LLC | 18 | $17.4K | 0.01% | +4+28.6% | Added |
| Dynamic Wealth Strategies, LLC | 18 | $17.4K | 0.01% | +16+800.0% | Added |
| Tompkins Financial Corp | 18 | $17.4K | 0.00% | +18 | New |
| Silver Grove Financial Group, Inc. | 17 | $16.4K | 0.01% | +17 | New |
