| Tompkins Financial Corp | 132 | $25.0K | 0.00% | +35+36.1% | Added |
| Farmers & Merchants Investments Inc | 131 | $24.8K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 127 | $24.1K | 0.00% | −12−8.6% | Reduced |
| Lee Danner & Bass Inc | 126 | $23.9K | 0.00% | +126 | New |
| Meeder Asset Management Inc | 123 | $23.3K | 0.00% | +88+251.4% | Added |
| Private Wealth Management Group, LLC | 119 | $22.6K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 117 | $22.2K | 0.00% | +17+17.0% | Added |
| Transce3nd, LLC | 116 | $22.0K | 0.01% | +116 | New |
| Golden State Wealth Management, LLC | 115 | $22.0K | 0.00% | +115 | New |
| AllSquare Wealth Management LLC | 113 | $21.4K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 112 | $21.4K | 0.02% | 00.0% | Unchanged |
| Trust Co of Vermont | 112 | $21.2K | 0.00% | +39+53.4% | Added |
| Hexagon Capital Partners LLC | 111 | $21.0K | 0.00% | +94+552.9% | Added |
| MV Capital Management, Inc. | 109 | $20.7K | 0.00% | −4−3.5% | Reduced |
| JFS Wealth Advisors, LLC | 108 | $20.5K | 0.00% | −3−2.7% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 105 | $20.0K | 0.00% | −5−4.5% | Reduced |
| Whipplewood Advisors, LLC | 104 | $19.7K | 0.01% | +104 | New |
| Addison Advisors LLC | 101 | $19.1K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 100 | $19.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 97 | $18.4K | 0.00% | +25+34.7% | Added |
| Hemington Wealth Management | 99 | $18.0K | 0.00% | +33+50.0% | Added |
| Eagle Bay Advisors LLC | 93 | $17.6K | 0.01% | −21−18.4% | Reduced |
| Sound Income Strategies, LLC | 90 | $17.1K | 0.00% | −5−5.3% | Reduced |
| Global X Japan Co., Ltd. | 89 | $16.9K | 0.00% | −33−27.0% | Reduced |
| Manchester Capital Management LLC | 88 | $16.7K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 87 | $16.5K | 0.00% | +87 | New |
| Graney & King, LLC | 84 | $16.0K | 0.01% | +84 | New |
| First Financial Corp | 81 | $15.4K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 80 | $15.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 77 | $14.6K | 0.00% | 00.0% | Unchanged |
| FPC Investment Advisory, Inc. | 70 | $14.6K | 0.01% | +70 | New |
| American National Bank | 75 | $14.2K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 74 | $14.0K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 70 | $13.3K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 70 | $13.3K | 0.00% | +5+7.7% | Added |
| Teachers Insurance & Annuity Association of America | 68 | $12.9K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 67 | $12.7K | 0.00% | +19+39.6% | Added |
| Piscataqua Savings Bank | 67 | $12.7K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 65 | $12.3K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 63 | $12.0K | 0.00% | +7+12.5% | Added |
| Holos Integrated Wealth LLC | 63 | $11.9K | 0.01% | +63 | New |
| Bokf, NA | 63 | $11.9K | 0.00% | −1−1.6% | Reduced |
| WealthCollab, LLC | 62 | $11.8K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 61 | $11.6K | 0.01% | 00.0% | Unchanged |
| Main Street Group, LTD | 56 | $10.6K | 0.00% | −5−8.2% | Reduced |
| Red Tortoise LLC | 56 | $10.6K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 56 | $10.6K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 54 | $10.2K | 0.00% | +1+1.9% | Added |
| Evelyn Partners Investment Management LLP | 52 | $9.86K | 0.00% | +52 | New |
| SOA Wealth Advisors, LLC. | 51 | $9.67K | 0.00% | +1+2.0% | Added |
| Flagship Wealth Advisors, LLC | 50 | $9.48K | 0.01% | +50 | New |
| Vermillion Wealth Management, Inc. | 49 | $9.29K | 0.00% | +49 | New |
| Estabrook Capital Management | 48 | $9.10K | 0.00% | −5−9.4% | Reduced |
| CKW Financial Group | 46 | $9.00K | 0.00% | +19+70.4% | Added |
| Accredited Wealth Management, LLC | 47 | $8.91K | 0.01% | +47 | New |
| Dunhill Financial, LLC | 46 | $8.79K | 0.00% | +9+24.3% | Added |
| Tortoise Investment Management, LLC | 46 | $8.72K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 46 | $8.72K | 0.00% | +9+24.3% | Added |
| Truvestments Capital LLC | 45 | $8.53K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 44 | $8.34K | 0.00% | −15−25.4% | Reduced |
| Bruce G. Allen Investments, LLC | 44 | $8.34K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 43 | $8.15K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 43 | $8.15K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 43 | $8.15K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 41 | $7.77K | 0.00% | −5−10.9% | Reduced |
| Central Pacific Bank - Trust Division | 41 | $7.77K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 41 | $7.77K | 0.00% | +41 | New |
| TD Capital Management LLC | 40 | $7.50K | 0.00% | +14+53.8% | Added |
| Hollencrest Capital Management | 38 | $7.20K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 38 | $7.20K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 37 | $7.00K | 0.01% | −134−78.4% | Reduced |
| MCF Advisors LLC | 36 | $6.83K | 0.00% | −4−10.0% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 36 | $6.83K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 36 | $6.83K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 35 | $6.65K | 0.00% | −2−5.4% | Reduced |
| TFC Financial Management | 35 | $6.64K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 35 | $6.64K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 34 | $6.45K | 0.00% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 33 | $6.26K | 0.00% | 00.0% | Unchanged |
| Atala Financial Inc | 33 | $6.26K | 0.00% | +33 | New |
| Foster Dykema Cabot & Partners, LLC | 32 | $6.07K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 31 | $5.88K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 31 | $5.88K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 31 | $5.88K | 0.00% | +31 | New |
| Sachetta, LLC | 30 | $5.69K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 30 | $5.69K | 0.00% | −8−21.1% | Reduced |
| City State Bank | 30 | $5.69K | 0.00% | +26+650.0% | Added |
| BOK Financial Private Wealth, Inc. | 30 | $5.69K | 0.00% | +28+1,400.0% | Added |
| Raffa Wealth Management, LLC | 27 | $5.12K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 27 | $5.12K | 0.00% | +9+50.0% | Added |
| Jackson, Grant Investment Advisers, Inc. | 26 | $4.93K | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 26 | $4.93K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 25 | $4.74K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 25 | $4.74K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 25 | $4.74K | 0.00% | +3+13.6% | Added |
| Edmond de Rothschild Holding S.A. | 25 | $4.74K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 25 | $4.57K | 0.00% | −3−10.7% | Reduced |
| SJS Investment Consulting Inc. | 24 | $4.55K | 0.00% | −10−29.4% | Reduced |
| Future Financial Wealth Managment LLC | 24 | $4.55K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 24 | $4.55K | 0.00% | +11+84.6% | Added |