| Rothschild Investment LLC | 386 | $21.7K | 0.00% | +43+12.5% | Added |
| Strengthening Families & Communities, LLC | 410 | $21.3K | 0.01% | −297−42.0% | Reduced |
| Smithfield Trust Co | 375 | $21.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 355 | $19.9K | 0.00% | +2+0.6% | Added |
| First Horizon Advisors, Inc. | 355 | $19.9K | 0.00% | −11−3.0% | Reduced |
| 1248 Management, LLC | 344 | $19.3K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 340 | $19.1K | 0.00% | −150−30.6% | Reduced |
| Covestor Ltd | 317 | $18.0K | 0.01% | −546−63.3% | Reduced |
| Plato Investment Management Ltd | 309 | $17.3K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 300 | $16.8K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 257 | $14.4K | 0.00% | +61+31.1% | Added |
| Trust Co of Vermont | 256 | $14.4K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 244 | $14.0K | 0.00% | +244 | New |
| SBI Securities Co., Ltd. | 232 | $13.0K | 0.00% | +25+12.1% | Added |
| Farmers & Merchants Investments Inc | 210 | $11.8K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 208 | $11.7K | 0.00% | −9−4.1% | Reduced |
| TD Waterhouse Canada Inc. | 200 | $11.6K | 0.00% | +200 | New |
| Traub Capital Management LLC | 200 | $11.2K | 0.01% | +200 | New |
| JNBA Financial Advisors | 193 | $10.8K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 193 | $10.8K | 0.00% | +104+116.9% | Added |
| Clear Street Markets LLC | 186 | $10.4K | 0.00% | +186 | New |
| Itau Unibanco Holding S.A. | 179 | $10.0K | 0.00% | −9−4.8% | Reduced |
| Harbour Investments, Inc. | 177 | $9.93K | 0.00% | +17+10.6% | Added |
| MV Capital Management, Inc. | 173 | $9.70K | 0.00% | +40+30.1% | Added |
| Manchester Capital Management LLC | 172 | $9.65K | 0.00% | +2+1.2% | Added |
| South State Corp. | 170 | $9.56K | 0.00% | +21+14.1% | Added |
| Allianz SE | 161 | $9.03K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 159 | $8.92K | 0.00% | +25+18.7% | Added |
| Bruce G. Allen Investments, LLC | 149 | $8.36K | 0.01% | +67+81.7% | Added |
| Grove Bank & Trust | 147 | $8.24K | 0.00% | +23+18.5% | Added |
| Hazlett, Burt & Watson, Inc. | 140 | $8.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 141 | $8.00K | 0.00% | +141 | New |
| N.E.W. Advisory Services LLC | 140 | $7.85K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 139 | $7.80K | 0.00% | 00.0% | Unchanged |
| Alerus Financial NA | 134 | $7.52K | 0.00% | +134 | New |
| Tortoise Investment Management, LLC | 121 | $6.79K | 0.00% | +23+23.5% | Added |
| Twin Peaks Wealth Advisors, LLC | 125 | $6.69K | 0.00% | +125 | New |
| Bell Investment Advisors, Inc | 113 | $6.34K | 0.00% | −116−50.7% | Reduced |
| Fortitude Family Office, LLC | 111 | $6.23K | 0.00% | +31+38.8% | Added |
| Riggs Asset Managment Co. Inc. | 108 | $6.06K | 0.00% | +108 | New |
| Ancora Advisors, LLC | 105 | $5.89K | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 100 | $5.79K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 100 | $5.61K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 100 | $5.61K | 0.00% | +71+244.8% | Added |
| Icon Advisers Inc | 100 | $5.61K | 0.00% | +100 | New |
| Moisand Fitzgerald Tamayo, LLC | 100 | $5.61K | 0.00% | +100 | New |
| Whipplewood Advisors, LLC | 94 | $5.27K | 0.00% | −719−88.4% | Reduced |
| UMA Financial Services, Inc. | 90 | $5.05K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 91 | $5.00K | 0.00% | +55+152.8% | Added |
| Evelyn Partners Asset Management Ltd | 88 | $4.94K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 87 | $4.88K | 0.00% | −62−41.6% | Reduced |
| Raffa Wealth Management, LLC | 85 | $4.77K | 0.00% | −15−15.0% | Reduced |
| Millstone Evans Group, LLC | 82 | $4.60K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 78 | $4.38K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 75 | $4.21K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 74 | $4.15K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 70 | $3.93K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 69 | $3.87K | 0.00% | +51+283.3% | Added |
| Sachetta, LLC | 67 | $3.76K | 0.00% | −35−34.3% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 65 | $3.65K | 0.00% | +65 | New |
| Oliver Lagore Vanvalin Investment Group | 70 | $3.65K | 0.00% | +70 | New |
| Howard Hughes Medical Institute | 64 | $3.59K | 0.00% | +64 | New |
| Cornerstone Planning Group LLC | 62 | $3.37K | 0.00% | +45+264.7% | Added |
| Pin Oak Investment Advisors Inc | 70 | $3.00K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 52 | $2.92K | 0.00% | +11+26.8% | Added |
| Kilter Group LLC | 50 | $2.81K | 0.00% | +50 | New |
| WPG Advisers, LLC | 48 | $2.69K | 0.00% | +19+65.5% | Added |
| Talon Private Wealth, LLC | 48 | $2.69K | 0.00% | +48 | New |
| Red Tortoise LLC | 47 | $2.64K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 46 | $2.58K | 0.00% | +19+70.4% | Added |
| Activest Wealth Management | 46 | $2.58K | 0.00% | +33+253.8% | Added |
| Zions Bancorporation, National Association | 45 | $2.52K | 0.00% | +6+15.4% | Added |
| Sierra Ocean, LLC | 44 | $2.49K | 0.00% | −8−15.4% | Reduced |
| DiNuzzo Private Wealth, Inc. | 38 | $2.13K | 0.00% | +8+26.7% | Added |
| S&T Bank | 34 | $1.91K | 0.00% | +10+41.7% | Added |
| Bangor Savings Bank | 33 | $1.85K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 30 | $1.68K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 29 | $1.63K | 0.00% | +29 | New |
| Livelsberger Financial Advisory | 28 | $1.57K | 0.03% | +28 | New |
| Dogwood Wealth Management LLC | 26 | $1.53K | 0.00% | 00.0% | Unchanged |
| Kiker Wealth Management, LLC | 27 | $1.51K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 25 | $1.40K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 24 | $1.38K | 0.00% | −53−68.8% | Reduced |
| Albion Financial Group | 22 | $1.23K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 21 | $1.18K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 20 | $1.12K | 0.00% | +5+33.3% | Added |
| Wolff Wiese Magana LLC | 20 | $1.12K | 0.00% | +20 | New |
| TFC Financial Management | 19 | $1.07K | 0.00% | −6−24.0% | Reduced |
| SJS Investment Consulting Inc. | 19 | $1.07K | 0.00% | −5−20.8% | Reduced |
| Penserra Capital Management LLC | 27 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 21 | $1.00K | 0.00% | +11+110.0% | Added |
| Ameritas Advisory Services, LLC | 17 | $954 | 0.00% | +17 | New |
| Bay Harbor Wealth Management, LLC | 15 | $841 | 0.00% | +7+87.5% | Added |
| LGT Financial Advisors LLC | 12 | $676 | 0.00% | +4+50.0% | Added |
| HFM Investment Advisors, LLC | 12 | $673 | 0.00% | +7+140.0% | Added |
| AdvisorNet Financial, Inc | 11 | $617 | 0.00% | −15−57.7% | Reduced |
| Principia Wealth Advisory, LLC | 11 | $617 | 0.00% | −6−35.3% | Reduced |
| Parkworth Wealth Management, Inc. | 11 | $617 | 0.00% | +5+83.3% | Added |
| American Capital Advisory, LLC | 11 | $617 | 0.00% | +11 | New |
| Rialto Wealth Management, LLC | 10 | $561 | 0.00% | +10 | New |
