| Parkside Financial Bank & Trust | 97 | $7.57K | 0.00% | −358−78.7% | Reduced |
| Hilltop National Bank | 90 | $7.02K | 0.00% | +90 | New |
| Westside Investment Management, Inc. | 85 | $6.63K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 80 | $6.24K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 80 | $6.24K | 0.00% | +80 | New |
| Fortitude Family Office, LLC | 78 | $6.08K | 0.00% | +78 | New |
| Bartlett & Co. Wealth Management LLC | 75 | $5.85K | 0.00% | 00.0% | Unchanged |
| Banque Transatlantique SA | 73 | $5.69K | 0.00% | +73 | New |
| Marshall & Sterling Wealth Advisors Inc. | 69 | $5.38K | 0.00% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 75 | $5.37K | 0.00% | −25−25.0% | Reduced |
| DecisionPoint Financial, LLC | 68 | $5.28K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 65 | $5.07K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 65 | $5.07K | 0.00% | +14+27.5% | Added |
| Bessemer Group Inc | 63 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 67 | $5.00K | 0.00% | +54+415.4% | Added |
| CBIZ Investment Advisory Services, LLC | 64 | $4.99K | 0.00% | +28+77.8% | Added |
| N.E.W. Advisory Services LLC | 63 | $4.91K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 61 | $4.76K | 0.00% | −94−60.6% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 67 | $4.69K | 0.00% | +67 | New |
| Bank & Trust Co | 58 | $4.52K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 55 | $4.29K | 0.00% | −37−40.2% | Reduced |
| Addison Advisors LLC | 55 | $4.29K | 0.00% | +55 | New |
| Ameriflex Group, Inc. | 55 | $4.23K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 53 | $4.10K | 0.00% | +53 | New |
| Avion Wealth | 64 | $4.00K | 0.00% | +5+8.5% | Added |
| Ameritas Investment Partners, Inc. | 50 | $3.90K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 50 | $3.90K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 50 | $3.90K | 0.00% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 50 | $3.90K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 50 | $3.90K | 0.00% | +50 | New |
| Bryn Mawr Trust Co | 47 | $3.67K | 0.00% | +12+34.3% | Added |
| Inlight Wealth Management, LLC | 46 | $3.59K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 45 | $3.51K | 0.00% | +1+2.3% | Added |
| Cromwell Holdings LLC | 44 | $3.43K | 0.00% | +30+214.3% | Added |
| WFA Asset Management Corp | 57 | $3.37K | 0.00% | +57 | New |
| TFC Financial Management | 41 | $3.20K | 0.00% | +1+2.5% | Added |
| Key Financial Inc | 40 | $3.12K | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 40 | $3.12K | 0.00% | 00.0% | Unchanged |
| EMC Capital Management | 36 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 36 | $2.81K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 36 | $2.81K | 0.00% | +4+12.5% | Added |
| Sierra Ocean, LLC | 36 | $2.81K | 0.00% | +3+9.1% | Added |
| Umb Bank N A | 36 | $2.81K | 0.00% | +13+56.5% | Added |
| S&T Bank | 32 | $2.50K | 0.00% | +15+88.2% | Added |
| Allianz SE | 31 | $2.42K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 30 | $2.34K | 0.00% | −20−40.0% | Reduced |
| Vision Financial Markets LLC | 30 | $2.34K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 30 | $2.34K | 0.00% | +15+100.0% | Added |
| MV Capital Management, Inc. | 28 | $2.18K | 0.00% | +2+7.7% | Added |
| American Capital Advisory, LLC | 27 | $2.11K | 0.00% | +7+35.0% | Added |
| Evergreen Private Wealth LLC | 27 | $2.10K | 0.00% | +27 | New |
| Sunbelt Securities, Inc. | 25 | $2.04K | 0.00% | +17+212.5% | Added |
| Capital Analysts, LLC | 22 | $2.00K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 25 | $1.95K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 25 | $1.95K | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 25 | $1.95K | 0.00% | +25 | New |
| Whittier Trust Co | 25 | $1.95K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 24 | $1.86K | 0.00% | 00.0% | Unchanged |
| YANKCOM Partnership | 23 | $1.79K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 23 | $1.79K | 0.00% | +23 | New |
| Smallwood Wealth Investment Management, LLC | 22 | $1.72K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 22 | $1.61K | 0.00% | +8+57.1% | Added |
| Tanglewood Legacy Advisors, LLC | 20 | $1.56K | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 20 | $1.56K | 0.00% | +20 | New |
| Legacy Wealth Managment, LLC | 20 | $1.56K | 0.00% | +20 | New |
| Field & Main Bank | 20 | $1.56K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 19 | $1.48K | 0.00% | −8−29.6% | Reduced |
| HHM Wealth Advisors, LLC | 19 | $1.48K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 19 | $1.48K | 0.00% | +19 | New |
| Raffa Wealth Management, LLC | 18 | $1.40K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 17 | $1.33K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 17 | $1.33K | 0.00% | +17 | New |
| CNB Bank | 16 | $1.25K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 15 | $1.17K | 0.00% | −6−28.6% | Reduced |
| North Star Investment Management Corp. | 15 | $1.17K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 14 | $1.09K | 0.00% | −100−87.7% | Reduced |
| Fifth Third Bancorp | 14 | $1.09K | 0.00% | −14−50.0% | Reduced |
| Cape Investment Advisory, Inc. | 14 | $1.09K | 0.00% | −1−6.7% | Reduced |
| Bear Mountain Capital, Inc. | 14 | $1.05K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 13 | $1.01K | 0.00% | −4−23.5% | Reduced |
| Picton Mahoney Asset Management | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 7 | $1.00K | 0.00% | +2+40.0% | Added |
| Salem Investment Counselors Inc | 12 | $936 | 0.00% | −30−71.4% | Reduced |
| DT Investment Partners, LLC | 12 | $936 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 12 | $936 | 0.00% | +5+71.4% | Added |
| HFM Investment Advisors, LLC | 12 | $936 | 0.00% | +9+300.0% | Added |
| Activest Wealth Management | 11 | $858 | 0.00% | +8+266.7% | Added |
| Tortoise Investment Management, LLC | 11 | $858 | 0.00% | +11 | New |
| Bay Harbor Wealth Management, LLC | 11 | $857 | 0.00% | +5+83.3% | Added |
| Chelsea Counsel Co | 10 | $780 | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 10 | $780 | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 10 | $780 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 10 | $780 | 0.00% | +6+150.0% | Added |
| Parkworth Wealth Management, Inc. | 9 | $702 | 0.00% | +4+80.0% | Added |
| AdvisorNet Financial, Inc | 8 | $624 | 0.00% | −121−93.8% | Reduced |
| PayPay Securities Corp | 8 | $624 | 0.03% | −1−11.1% | Reduced |
| Curio Wealth, LLC | 8 | $624 | 0.00% | +7+700.0% | Added |
| C M Bidwell & Associates Ltd | 8 | $624 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 8 | $585 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 8 | $574 | 0.00% | +4+100.0% | Added |