| Hantz Financial Services, Inc. | 692 | $34.0K | 0.00% | +692 | New |
| Pingora Partners LLC | 689 | $33.4K | 0.02% | 00.0% | Unchanged |
| Caldwell Trust Co | 650 | $31.6K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 650 | $31.6K | 0.00% | +650 | New |
| WFA Asset Management Corp | 540 | $31.2K | 0.02% | +540 | New |
| REAP Financial Group, LLC | 589 | $28.6K | 0.01% | −110−15.7% | Reduced |
| AdvisorNet Financial, Inc | 571 | $27.7K | 0.00% | −100−14.9% | Reduced |
| Alpine Bank Wealth Management | 558 | $27.1K | 0.00% | +558 | New |
| Montag A & Associates Inc | 550 | $26.7K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 539 | $26.2K | 0.00% | +114+26.8% | Added |
| Costello Asset Management, INC | 531 | $25.8K | 0.01% | +531 | New |
| Tower Research Capital LLC (TRC) | 535 | $25.6K | 0.00% | −8,195−93.9% | Reduced |
| Center for Financial Planning, Inc. | 500 | $24.3K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 500 | $24.3K | 0.02% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 486 | $23.6K | 0.00% | +1+0.2% | Added |
| Credit Agricole S A | 450 | $21.8K | 0.00% | −1,687−78.9% | Reduced |
| Asset Dedication, LLC | 450 | $21.8K | 0.00% | −7−1.5% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 447 | $21.7K | 0.00% | +389+670.7% | Added |
| SOA Wealth Advisors, LLC. | 440 | $21.3K | 0.00% | +5+1.1% | Added |
| Salem Investment Counselors Inc | 433 | $21.0K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 436 | $21.0K | 0.00% | +436 | New |
| Wayfinding Financial, LLC | 452 | $21.0K | 0.01% | +452 | New |
| Parvin Asset Management, LLC | 400 | $19.4K | 0.02% | 00.0% | Unchanged |
| Berbice Capital Management LLC | 400 | $19.4K | 0.02% | +400 | New |
| Rossby Financial, LCC | 400 | $19.3K | 0.01% | +400 | New |
| Rakuten Securities, Inc. | 395 | $19.2K | 0.01% | +191+93.6% | Added |
| Valley National Advisers Inc | 400 | $19.0K | 0.00% | −72−15.3% | Reduced |
| Cape Investment Advisory, Inc. | 374 | $18.1K | 0.01% | −369−49.7% | Reduced |
| GW&K Investment Management, LLC | 379 | $18.0K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 365 | $17.7K | 0.01% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 360 | $17.5K | 0.01% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 359 | $17.4K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 349 | $16.9K | 0.00% | −23−6.2% | Reduced |
| Sierra Ocean, LLC | 338 | $16.4K | 0.01% | −263−43.8% | Reduced |
| Robinswood Financial LLC | 332 | $16.1K | 0.01% | +332 | New |
| Provenance Wealth Advisors, LLC | 330 | $16.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 327 | $15.9K | 0.00% | +95+40.9% | Added |
| 1248 Management, LLC | 320 | $15.5K | 0.01% | +320 | New |
| WealthCollab, LLC | 305 | $14.8K | 0.01% | +130+74.3% | Added |
| Global Wealth Strategies & Associates | 269 | $13.1K | 0.00% | −144−34.9% | Reduced |
| Centerpoint Advisors, LLC | 275 | $13.0K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 251 | $12.2K | 0.00% | +251 | New |
| FSA Wealth Management LLC | 250 | $12.1K | 0.01% | 00.0% | Unchanged |
| Trust Co | 249 | $12.1K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 249 | $12.1K | 0.00% | +99+66.0% | Added |
| Sound Income Strategies, LLC | 241 | $11.7K | 0.00% | +2+0.8% | Added |
| Bullock Wealth Management Group | 239 | $11.7K | 0.01% | +4+1.7% | Added |
| Beacon Capital Management, LLC | 231 | $11.2K | 0.00% | −13−5.3% | Reduced |
| True Wealth Design, LLC | 231 | $11.2K | 0.00% | +35+17.9% | Added |
| Coston, McIsaac & Partners | 234 | $11.0K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 224 | $10.9K | 0.00% | −9−3.9% | Reduced |
| Stonebridge Financial Group, LLC | 220 | $10.7K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 214 | $10.4K | 0.00% | +54+33.8% | Added |
| Brown Brothers Harriman & Co | 213 | $10.3K | 0.00% | −553−72.2% | Reduced |
| Zions Bancorporation, National Association | 207 | $10.0K | 0.00% | +207 | New |
| Truvestments Capital LLC | 194 | $9.42K | 0.00% | +194 | New |
| Main Street Group, LTD | 184 | $8.85K | 0.00% | +20+12.2% | Added |
| Cornerstone Planning Group LLC | 171 | $8.27K | 0.00% | +25+17.1% | Added |
| Newbridge Financial Services Group, Inc. | 164 | $7.97K | 0.00% | −945−85.2% | Reduced |
| Creekmur Asset Management LLC | 163 | $7.93K | 0.00% | −29−15.1% | Reduced |
| Armstrong Advisory Group, Inc | 160 | $7.81K | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 160 | $7.77K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 160 | $7.77K | 0.00% | +160 | New |
| Evelyn Partners Investment Management Services Ltd | 155 | $7.57K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 154 | $7.47K | 0.00% | +154 | New |
| Community Bank, N.A. | 150 | $7.28K | 0.00% | −1,100−88.0% | Reduced |
| Resources Management Corp | 150 | $7.00K | 0.00% | +150 | New |
| Old Point Trust & Financial Services N A | 143 | $6.94K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 142 | $6.90K | 0.00% | +1+0.7% | Added |
| MRP Capital Investments, LLC | 140 | $6.80K | 0.01% | −200−58.8% | Reduced |
| Anderson Financial Strategies, LLC | 140 | $6.80K | 0.00% | +140 | New |
| Clearstead Advisors, LLC | 105 | $5.10K | 0.00% | −291−73.5% | Reduced |
| Signature Resources Capital Management, LLC | 102 | $4.95K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 101 | $4.90K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 100 | $4.85K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 100 | $4.85K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 100 | $4.85K | 0.00% | −2,998−96.8% | Reduced |
| Birchbrook, Inc. | 93 | $4.51K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 91 | $4.42K | 0.00% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 89 | $4.32K | 0.00% | +89 | New |
| YANKCOM Partnership | 89 | $4.32K | 0.00% | +89 | New |
| Bell Investment Advisors, Inc | 88 | $4.27K | 0.00% | +79+877.8% | Added |
| Avion Wealth | 89 | $4.00K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 80 | $3.88K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 79 | $3.84K | 0.00% | +15+23.4% | Added |
| Albion Financial Group | 73 | $3.54K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 71 | $3.43K | 0.00% | −386−84.5% | Reduced |
| Bank of Jackson Hole Trust | 70 | $3.39K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 68 | $3.32K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 63 | $3.06K | 0.00% | +63 | New |
| Glen Eagle Advisors, LLC | 62 | $3.03K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 71 | $3.00K | 0.00% | +71 | New |
| Morton Brown Family Wealth, LLC | 59 | $2.86K | 0.00% | +59 | New |
| Binnacle Investments Inc | 58 | $2.82K | 0.00% | +58 | New |
| UMA Financial Services, Inc. | 54 | $2.62K | 0.00% | +10+22.7% | Added |
| Fortitude Family Office, LLC | 54 | $2.62K | 0.00% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 54 | $2.62K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 52 | $2.52K | 0.00% | +52 | New |
| Western Pacific Wealth Management, LP | 50 | $2.40K | 0.00% | +1+2.0% | Added |
| Perritt Capital Management Inc | 46 | $2.23K | 0.00% | +46 | New |
