| Cornerstone Planning Group LLC | 84 | $14.0K | 0.00% | −578−87.3% | Reduced |
| Wolff Wiese Magana LLC | 86 | $13.9K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 83 | $13.4K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 81 | $13.1K | 0.00% | −3−3.6% | Reduced |
| Cape Investment Advisory, Inc. | 79 | $12.7K | 0.00% | +75+1,875.0% | Added |
| WealthCollab, LLC | 78 | $12.6K | 0.01% | 00.0% | Unchanged |
| NCP Inc. | 70 | $11.3K | 0.01% | +70 | New |
| Howard Hughes Medical Institute | 69 | $11.1K | 0.01% | 00.0% | Unchanged |
| NorthAvenue LLC | 65 | $10.5K | 0.01% | +65 | New |
| Allianz SE | 65 | $10.5K | 0.00% | +65 | New |
| Valued Wealth Advisors LLC | 61 | $9.90K | 0.00% | −2−3.2% | Reduced |
| Optima Capital LLC | 61 | $9.84K | 0.00% | +61 | New |
| Toth Financial Advisory Corp | 60 | $9.68K | 0.00% | −4,749−98.8% | Reduced |
| Wellington-Altus USA Inc. | 60 | $9.68K | 0.01% | +60 | New |
| Darwin Advisors, LLC | 60 | $9.68K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 59 | $9.52K | 0.01% | −45−43.3% | Reduced |
| Davidson Capital Management Inc. | 57 | $9.20K | 0.00% | +57 | New |
| T. Rowe Price Investment Management, Inc. | 51 | $9.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 55 | $8.87K | 0.00% | −2,042−97.4% | Reduced |
| Park Square Financial Group, LLC | 64 | $8.82K | 0.05% | +37+137.0% | Added |
| Winch Advisory Services, LLC | 54 | $8.74K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 53 | $8.55K | 0.00% | +10+23.3% | Added |
| BankPlus Trust Department | 53 | $8.55K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 52 | $8.39K | 0.00% | −13−20.0% | Reduced |
| Ritter Daniher Financial Advisory LLC | 50 | $8.08K | 0.00% | +50 | New |
| Colonial Trust Advisors | 50 | $8.07K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 54 | $8.00K | 0.00% | −26−32.5% | Reduced |
| Three Bearings Fiduciary Advisors, Inc. | 50 | $7.92K | 0.01% | +50 | New |
| Wilkerson Advisory Group LLC | 49 | $7.91K | 0.00% | +49 | New |
| Grove Bank & Trust | 48 | $7.74K | 0.00% | −44−47.8% | Reduced |
| Quest 10 Wealth Builders, Inc. | 48 | $7.74K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 48 | $7.74K | 0.00% | +2+4.3% | Added |
| Evermay Wealth Management LLC | 48 | $7.74K | 0.00% | +48 | New |
| Basecamp Wealth Advisors LLC | 47 | $7.58K | 0.00% | +47 | New |
| TFC Financial Management | 46 | $7.42K | 0.00% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 46 | $7.42K | 0.01% | −52−53.1% | Reduced |
| Estate Planners Group, LLC | 46 | $7.42K | 0.00% | +46 | New |
| Cornerstone Financial Management LLC | 45 | $7.26K | 0.01% | +45 | New |
| Kennebec Savings Bank | 44 | $7.10K | 0.01% | 00.0% | Unchanged |
| Clal Insurance Enterprises Holdings Ltd | 45 | $7.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 42 | $6.84K | 0.00% | +3+7.7% | Added |
| Hager Investment Management Services, LLC | 41 | $6.62K | 0.00% | +16+64.0% | Added |
| DiNuzzo Private Wealth, Inc. | 40 | $6.45K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 40 | $6.45K | 0.01% | +40 | New |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 40 | $6.45K | 0.01% | +40 | New |
| Bravera Wealth | 40 | $6.45K | 0.00% | +40 | New |
| HFM Investment Advisors, LLC | 39 | $6.29K | 0.00% | +4+11.4% | Added |
| Abound Wealth Management | 38 | $6.10K | 0.00% | +1+2.7% | Added |
| Caitlin John, LLC | 36 | $6.05K | 0.00% | −254−87.6% | Reduced |
| Fairway Wealth LLC | 37 | $5.97K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 37 | $5.97K | 0.00% | +10+37.0% | Added |
| Ares Financial Consulting, LLC | 37 | $5.97K | 0.01% | +37 | New |
| Cedar Wealth Management, LLC | 37 | $5.89K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 35 | $5.65K | 0.00% | +5+16.7% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 34 | $5.50K | 0.00% | +5+17.2% | Added |
| Accent Capital Management, LLC | 34 | $5.49K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 34 | $5.49K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 33 | $5.32K | 0.00% | −7−17.5% | Reduced |
| Bayban | 32 | $5.16K | 0.00% | +32 | New |
| Joseph Group Capital Management | 31 | $5.00K | 0.00% | +31 | New |
| Noble Wealth Management PBC | 30 | $4.87K | 0.00% | +30 | New |
| Activest Wealth Management | 30 | $4.85K | 0.00% | −562−94.9% | Reduced |
| City Holding Co | 30 | $4.84K | 0.00% | −7−18.9% | Reduced |
| Lodestone Wealth Management LLC | 29 | $4.69K | 0.00% | +29 | New |
| Maryland Capital Advisors Inc. | 28 | $4.52K | 0.00% | +28 | New |
| Global Trust Asset Management, LLC | 28 | $4.52K | 0.00% | −272−90.7% | Reduced |
| GoalVest Advisory LLC | 27 | $4.36K | 0.00% | 00.0% | Unchanged |
| Osbon Capital Management LLC | 27 | $4.36K | 0.00% | +27 | New |
| CBIZ Investment Advisory Services, LLC | 26 | $4.20K | 0.00% | −6−18.8% | Reduced |
| Medallion Wealth Advisors, LLC | 26 | $4.20K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 26 | $4.20K | 0.00% | +12+85.7% | Added |
| Vaughan Nelson Investment Management, L.P. | 25 | $4.03K | 0.00% | −50,886−100.0% | Reduced |
| Barrett & Company, Inc. | 25 | $4.03K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 24 | $3.94K | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 24 | $3.87K | 0.00% | +18+300.0% | Added |
| High Note Wealth, LLC | 23 | $3.71K | 0.00% | +21+1,050.0% | Added |
| Elevated Capital Advisors, LLC | 22 | $3.60K | 0.00% | +22 | New |
| Rialto Wealth Management, LLC | 21 | $3.39K | 0.00% | −6−22.2% | Reduced |
| Clark Wealth Partners | 21 | $3.39K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 21 | $3.39K | 0.00% | +9+75.0% | Added |
| Signature Resources Capital Management, LLC | 21 | $3.39K | 0.00% | +21 | New |
| SWAN Capital LLC | 20 | $3.23K | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 20 | $3.23K | 0.00% | +20 | New |
| Plato Investment Management Ltd | 19 | $3.08K | 0.00% | 00.0% | Unchanged |
| Fideuram Asset Management (Ireland) dac | 19 | $3.07K | 0.00% | +19 | New |
| IMA Wealth, Inc. | 19 | $3.06K | 0.00% | +17+850.0% | Added |
| Strategic Advocates LLC | 18 | $2.93K | 0.00% | +9+100.0% | Added |
| Financial Management Professionals, Inc. | 18 | $2.90K | 0.00% | −20−52.6% | Reduced |
| Bryn Mawr Trust Co | 18 | $2.90K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 18 | $2.90K | 0.09% | +2+12.5% | Added |
| Clayton Financial Group LLC | 18 | $2.90K | 0.00% | +18 | New |
| Richardson Financial Services Inc. | 17 | $2.74K | 0.00% | +5+41.7% | Added |
| Jessup Wealth Management, Inc | 16 | $2.59K | 0.00% | +16 | New |
| Private Wealth Management Group, LLC | 16 | $2.58K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 16 | $2.58K | 0.00% | −28−63.6% | Reduced |
| Bogart Wealth, LLC | 15 | $2.42K | 0.00% | −15−50.0% | Reduced |
| WestEnd Advisors, LLC | 15 | $2.42K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 15 | $2.42K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 14 | $2.26K | 0.00% | +1+7.7% | Added |