| Smithfield Trust Co | 420 | $17.0K | 0.00% | −495−54.1% | Reduced |
| Steward Financial Group LLC | 429 | $17.0K | 0.01% | +57+15.3% | Added |
| Citizens National Bank Trust Department | 380 | $15.6K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 364 | $14.9K | 0.00% | +1+0.3% | Added |
| Glass Jacobson Investment Advisors llc | 361 | $14.8K | 0.01% | −8−2.2% | Reduced |
| Pinnacle Financial Partners Inc | 360 | $14.8K | 0.00% | +165+84.6% | Added |
| RFP Financial Group LLC | 353 | $14.5K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 344 | $14.1K | 0.01% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 340 | $14.0K | 0.01% | +340 | New |
| Truvestments Capital LLC | 332 | $13.7K | 0.01% | −10−2.9% | Reduced |
| Montag A & Associates Inc | 321 | $13.2K | 0.00% | −13−3.9% | Reduced |
| First Community Trust NA | 320 | $13.2K | 0.02% | −285−47.1% | Reduced |
| Northwest Capital Management Inc | 317 | $13.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 316 | $13.0K | 0.01% | 00.0% | Unchanged |
| Savior LLC | 316 | $13.0K | 0.09% | −2,182−87.3% | Reduced |
| McIlrath & Eck, LLC | 314 | $12.9K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 303 | $12.5K | 0.01% | −19−5.9% | Reduced |
| New England Capital Financial Advisors LLC | 281 | $11.6K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 248 | $11.4K | 0.00% | 00.0% | Unchanged |
| Westchester Capital Management, Inc. | 273 | $11.2K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 263 | $10.8K | 0.01% | +251+2,091.7% | Added |
| Milestone Investment Advisors LLC | 255 | $10.5K | 0.00% | +255 | New |
| Richard W. Paul & Associates, LLC | 251 | $10.3K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 251 | $10.3K | 0.00% | −113−31.0% | Reduced |
| Bank of New Hampshire | 250 | $10.3K | 0.00% | 00.0% | Unchanged |
| Legacy Financial Group LLC | 245 | $10.1K | 0.00% | +245 | New |
| Capital Management Associates | 250 | $10.0K | 0.01% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 238 | $9.78K | 0.00% | +2+0.8% | Added |
| Cornerstone Planning Group LLC | 237 | $9.73K | 0.00% | −141−37.3% | Reduced |
| Valley Forge Investment Consultants Inc Adv | 232 | $9.54K | 0.00% | +1+0.4% | Added |
| South State Corp. | 222 | $9.13K | 0.00% | +72+48.0% | Added |
| Capital Advisors, Ltd. LLC | 221 | $9.00K | 0.00% | −174−44.1% | Reduced |
| Plante Moran Financial Advisors, LLC | 213 | $8.76K | 0.00% | −22−9.4% | Reduced |
| HHM Wealth Advisors, LLC | 212 | $8.72K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 211 | $8.69K | 0.00% | +2+1.0% | Added |
| Armstrong Advisory Group, Inc | 211 | $8.68K | 0.00% | +56+36.1% | Added |
| Webster Bank, N. A. | 206 | $8.47K | 0.00% | −536−72.2% | Reduced |
| Albion Financial Group | 196 | $8.06K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 188 | $7.73K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 187 | $7.69K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 185 | $7.61K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 183 | $7.53K | 0.00% | −33−15.3% | Reduced |
| IAG Wealth Partners, LLC | 176 | $7.24K | 0.00% | +172+4,300.0% | Added |
| TFC Financial Management | 155 | $6.38K | 0.00% | −15−8.8% | Reduced |
| MB, Levis & Associates, LLC | 148 | $6.08K | 0.00% | −147−49.8% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 141 | $5.81K | 0.00% | +2+1.4% | Added |
| Kelly Financial Services LLC | 141 | $5.78K | 0.00% | +1+0.7% | Added |
| Hoese & Co LLP | 133 | $5.47K | 0.01% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 132 | $5.43K | 0.01% | +100+312.5% | Added |
| Arcadia Investment Management Corp | 125 | $5.14K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 122 | $5.01K | 0.00% | −330−73.0% | Reduced |
| Core Wealth Advisors, Inc. | 120 | $4.94K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 115 | $4.73K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 110 | $4.52K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 108 | $4.44K | 0.00% | +1+0.9% | Added |
| Private Ocean, LLC | 106 | $4.36K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 100 | $4.11K | 0.01% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 100 | $4.11K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 100 | $4.11K | 0.00% | +100 | New |
| Tradewinds Capital Management, LLC | 95 | $3.91K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 94 | $3.87K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 93 | $3.83K | 0.19% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 90 | $3.70K | 0.00% | +60+200.0% | Added |
| Iron Horse Wealth Management, LLC | 80 | $3.29K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 77 | $3.17K | 0.00% | −1,740−95.8% | Reduced |
| Retirement Group, LLC | 75 | $3.08K | 0.00% | −27−26.5% | Reduced |
| Hoey Investments, Inc | 75 | $3.08K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 68 | $3.08K | 0.00% | −70−50.7% | Reduced |
| DB Wealth Management Group, LLC | 73 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 84 | $3.00K | 0.00% | +1+1.2% | Added |
| GoalVest Advisory LLC | 70 | $2.88K | 0.00% | +70 | New |
| Colonial Trust Advisors | 65 | $2.67K | 0.00% | −300−82.2% | Reduced |
| Nalls Sherbakoff Group, LLC | 62 | $2.55K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 61 | $2.51K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 58 | $2.39K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 57 | $2.34K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 57 | $2.34K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 50 | $2.06K | 0.00% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 49 | $2.00K | 0.00% | +49 | New |
| Byrne Asset Management LLC | 54 | $2.00K | 0.00% | +54 | New |
| Aspire Private Capital, LLC | 48 | $1.99K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 46 | $1.89K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 46 | $1.89K | 0.00% | +46 | New |
| Bellevue Asset Management, LLC | 41 | $1.70K | 0.00% | +1+2.5% | Added |
| Northwest Investment Counselors, LLC | 40 | $1.65K | 0.00% | +40 | New |
| JDM Financial Group LLC | 38 | $1.56K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 38 | $1.56K | 0.00% | +38 | New |
| Perkins Coie Trust Co | 36 | $1.48K | 0.00% | +36 | New |
| Moisand Fitzgerald Tamayo, LLC | 35 | $1.44K | 0.00% | −407−92.1% | Reduced |
| Versant Capital Management, Inc | 34 | $1.40K | 0.00% | −36−51.4% | Reduced |
| Cherry Tree Wealth Management, LLC | 30 | $1.23K | 0.00% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 30 | $1.23K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 29 | $1.20K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 28 | $1.15K | 0.00% | 00.0% | Unchanged |
| Motco | 27 | $1.11K | 0.00% | −29−51.8% | Reduced |
| PrairieView Partners, LLC | 29 | $1.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 14 | $1.00K | 0.00% | +14 | New |
| BBJS Financial Advisors, LLC | 24 | $988 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 22 | $905 | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 21 | $864 | 0.00% | 00.0% | Unchanged |
