| Cornerstone Planning Group LLC | 212 | $28.4K | 0.00% | +191+909.5% | Added |
| Bernard Wealth Management Corp. | 138 | $27.9K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 135 | $26.6K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 131 | $26.5K | 0.00% | +8+6.5% | Added |
| Wealthspire Advisors, LLC | 130 | $26.3K | 0.00% | +130 | New |
| WPG Advisers, LLC | 125 | $25.2K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 120 | $23.9K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 107 | $22.0K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 108 | $21.8K | 0.01% | −362−77.0% | Reduced |
| RMG Wealth Management LLC | 113 | $20.9K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 100 | $20.2K | 0.00% | −93−48.2% | Reduced |
| Washington Trust Advisors, Inc. | 100 | $20.2K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 94 | $19.0K | 0.00% | +33+54.1% | Added |
| Global Retirement Partners, LLC | 91 | $18.4K | 0.00% | +75+468.8% | Added |
| Private Trust Co NA | 88 | $17.8K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 84 | $17.0K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 81 | $16.4K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 80 | $16.2K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 75 | $15.1K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 69 | $13.9K | 0.00% | +69 | New |
| Colonial Trust Co | 67 | $13.8K | 0.00% | +1+1.5% | Added |
| Bell Investment Advisors, Inc | 65 | $13.1K | 0.00% | −8−11.0% | Reduced |
| Pinnacle Bancorp, Inc. | 65 | $13.1K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 64 | $12.9K | 0.00% | +64 | New |
| Blue Bell Private Wealth Management, LLC | 63 | $12.7K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 62 | $12.5K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 57 | $11.5K | 0.00% | +15+35.7% | Added |
| Clearstead Advisors, LLC | 53 | $10.7K | 0.00% | −127−70.6% | Reduced |
| Tompkins Financial Corp | 51 | $10.3K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 49 | $9.90K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 46 | $9.29K | 0.00% | +46 | New |
| Farmers & Merchants Investments Inc | 45 | $9.09K | 0.00% | 00.0% | Unchanged |
| Groupe la Francaise | 50 | $8.74K | 0.00% | +50 | New |
| Webster Bank, N. A. | 41 | $8.28K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 40 | $8.08K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 40 | $8.08K | 0.00% | +4+11.1% | Added |
| Harbour Investments, Inc. | 40 | $8.08K | 0.00% | +40 | New |
| MAI Capital Management | 39 | $7.88K | 0.00% | −18−31.6% | Reduced |
| Wealth Watch Advisors, INC | 37 | $7.47K | 0.00% | +37 | New |
| JFS Wealth Advisors, LLC | 36 | $7.27K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 35 | $7.07K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 35 | $7.07K | 0.00% | +35 | New |
| Leonteq Securities AG | 34 | $6.87K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 33 | $6.67K | 0.00% | +33 | New |
| Ronald Blue Trust, Inc. | 28 | $5.66K | 0.00% | +9+47.4% | Added |
| Bogart Wealth, LLC | 27 | $5.45K | 0.00% | +3+12.5% | Added |
| Hoey Investments, Inc | 26 | $5.25K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 25 | $5.05K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 24 | $4.85K | 0.00% | +1+4.3% | Added |
| City Holding Co | 24 | $4.85K | 0.00% | +24 | New |
| Geneos Wealth Management Inc. | 23 | $4.64K | 0.00% | −559−96.0% | Reduced |
| Atlantic Trust, LLC | 22 | $4.44K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 22 | $4.44K | 0.00% | +22 | New |
| Strategic Wealth Partners, Ltd. | 20 | $4.04K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 19 | $3.84K | 0.00% | +2+11.8% | Added |
| Chesapeake Asset Management LLC | 17 | $3.43K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 17 | $3.35K | 0.00% | +17 | New |
| Kilter Group LLC | 16 | $3.23K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 15 | $3.03K | 0.00% | +1+7.1% | Added |
| T. Rowe Price Investment Management, Inc. | 11 | $3.00K | 0.00% | +11 | New |
| Cloud Capital Management, LLC | 15 | $3.00K | 0.00% | +15 | New |
| Howard Hughes Medical Institute | 14 | $2.83K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 14 | $2.83K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 13 | $2.63K | 0.00% | +13 | New |
| Private Wealth Management Group, LLC | 12 | $2.42K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 12 | $2.42K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 11 | $2.22K | 0.00% | +11 | New |
| Sachetta, LLC | 11 | $2.22K | 0.00% | +11 | New |
| Greykasell Wealth Strategies, Inc. | 10 | $2.03K | 0.00% | +10 | New |
| Princeton Global Asset Management LLC | 10 | $2.02K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 10 | $2.00K | 0.00% | +10 | New |
| DiNuzzo Private Wealth, Inc. | 10 | $1.90K | 0.00% | −1−9.1% | Reduced |
| Tidemark, LLC | 8 | $1.62K | 0.00% | +8 | New |
| Rothschild Investment LLC | 8 | $1.62K | 0.00% | −1−11.1% | Reduced |
| ZRC Wealth Management, LLC | 8 | $1.62K | 0.00% | +8 | New |
| Tortoise Investment Management, LLC | 7 | $1.41K | 0.00% | +1+16.7% | Added |
| Retirement Wealth Solutions LLC | 7 | $1.41K | 0.00% | +7 | New |
| UMA Financial Services, Inc. | 6 | $1.21K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 6 | $1.21K | 0.00% | 00.0% | Unchanged |
| Guerra Advisors Inc | 5 | $1.01K | 0.00% | +5 | New |
| SJS Investment Consulting Inc. | 5 | $1.01K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 5 | $1.01K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 5 | $1.01K | 0.00% | +5 | New |
| Valley National Advisers Inc | 6 | $1.00K | 0.00% | −21−77.8% | Reduced |
| Capital Advisors, Ltd. LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 4 | $1.00K | 0.00% | +3+300.0% | Added |
| Avion Wealth | 6 | $1.00K | 0.00% | +3+100.0% | Added |
| AdvisorNet Financial, Inc | 4 | $808 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 4 | $808 | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 4 | $808 | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 4 | $808 | 0.00% | +4 | New |
| Bay Harbor Wealth Management, LLC | 4 | $807 | 0.00% | +2+100.0% | Added |
| Clark Wealth Partners | 3 | $627 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 3 | $606 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 3 | $606 | 0.00% | 00.0% | Unchanged |
| Brown Shipley& Co Ltd | 3 | $606 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 3 | $606 | 0.00% | +3 | New |
| American Capital Advisory, LLC | 3 | $606 | 0.00% | +3 | New |
| Principia Wealth Advisory, LLC | 3 | $606 | 0.00% | +3 | New |