| Grove Bank & Trust | 152 | $25.4K | 0.01% | +55+56.7% | Added |
| Coppell Advisory Solutions LLC | 239 | $25.2K | 0.01% | −10−4.0% | Reduced |
| Trust Co of Vermont | 150 | $25.1K | 0.00% | 00.0% | Unchanged |
| Park Circle Co | 150 | $25.1K | 0.02% | 00.0% | Unchanged |
| Operose Advisors LLC | 150 | $25.1K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 149 | $24.9K | 0.01% | 00.0% | Unchanged |
| RFP Financial Group LLC | 144 | $24.1K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 140 | $23.4K | 0.00% | +140 | New |
| Strengthening Families & Communities, LLC | 134 | $22.0K | 0.01% | +74+123.3% | Added |
| Dividend Assets Capital, LLC | 125 | $21.0K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 123 | $20.6K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 122 | $20.5K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 114 | $20.2K | 0.01% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $20.1K | 0.02% | – | – |
| Plante Moran Financial Advisors, LLC | 115 | $19.2K | 0.00% | −8−6.5% | Reduced |
| Asset Dedication, LLC | 112 | $19.0K | 0.00% | −18−13.8% | Reduced |
| Riverview Trust Co | 113 | $18.9K | 0.02% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 112 | $18.7K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 118 | $17.3K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 103 | $17.2K | 0.00% | +1+1.0% | Added |
| WR Wealth Planners, LLC | 102 | $17.1K | 0.01% | +16+18.6% | Added |
| Bartlett & Co. LLC | 100 | $17.0K | 0.00% | −10−9.1% | Reduced |
| Hantz Financial Services, Inc. | 102 | $17.0K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 100 | $16.7K | 0.00% | −273−73.2% | Reduced |
| Activest Wealth Management | 100 | $16.7K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 100 | $16.7K | 0.00% | −10−9.1% | Reduced |
| Field & Main Bank | 100 | $16.7K | 0.01% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 100 | $16.7K | 0.01% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 100 | $16.7K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 100 | $16.7K | 0.00% | +36+56.3% | Added |
| Global Trust Asset Management, LLC | 100 | $16.7K | 0.01% | +100 | New |
| ZRC Wealth Management, LLC | 100 | $16.7K | 0.01% | +100 | New |
| Quent Capital, LLC | 99 | $16.6K | 0.00% | +7+7.6% | Added |
| JNBA Financial Advisors | 99 | $16.6K | 0.00% | +99 | New |
| Silicon Valley Capital Partners | 99 | $16.6K | 0.00% | 00.0% | Unchanged |
| Legacy Financial Group LLC | 97 | $16.2K | 0.00% | +97 | New |
| Tradition Wealth Management, LLC | 93 | $16.0K | 0.00% | +30+47.6% | Added |
| Manchester Capital Management LLC | 95 | $15.9K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 91 | $15.0K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 88 | $14.7K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 323 | $14.7K | 0.01% | −51−13.6% | Reduced |
| Cohen & Steers, Inc. | 81 | $14.0K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 83 | $13.8K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 82 | $13.7K | 0.03% | 00.0% | Unchanged |
| Earnest Partners LLC | 80 | $13.4K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 75 | $12.6K | 0.01% | 00.0% | Unchanged |
| RVW Wealth, LLC | 75 | $12.6K | 0.00% | +75 | New |
| Smithfield Trust Co | 72 | $11.0K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 63 | $11.0K | 0.01% | +6+10.5% | Added |
| Front Row Advisors LLC | 60 | $10.0K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 60 | $10.0K | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 58 | $9.71K | 0.01% | +58 | New |
| Financial Synergies Wealth Advisors, Inc. | 57 | $9.54K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 56 | $9.37K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 56 | $9.37K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 55 | $9.21K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 54 | $9.04K | 0.00% | −138−71.9% | Reduced |
| AllSquare Wealth Management LLC | 53 | $8.87K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 51 | $8.54K | 0.00% | +5+10.9% | Added |
| Financial Freedom, LLC | 50 | $8.37K | 0.01% | −17−25.4% | Reduced |
| Barrett & Company, Inc. | 50 | $8.37K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 50 | $8.37K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 50 | $8.37K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 50 | $8.37K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 50 | $8.37K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 50 | $8.37K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 50 | $8.37K | 0.00% | +50 | New |
| Highlander Capital Management, LLC | 50 | $8.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 39 | $7.00K | 0.00% | −7,500−99.5% | Reduced |
| Princeton Global Asset Management LLC | 40 | $6.70K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 40 | $6.70K | 0.00% | +40 | New |
| Rogco, LP | 40 | $6.70K | 0.00% | +40 | New |
| Davidson Capital Management Inc. | 39 | $6.53K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 35 | $5.86K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 33 | $5.59K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 31 | $5.00K | 0.00% | +14+82.4% | Added |
| Moser Wealth Advisors, LLC | 26 | $4.35K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 25 | $4.18K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 22 | $4.00K | 0.00% | −4−15.4% | Reduced |
| TSFG, LLC | 21 | $4.00K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 25 | $4.00K | 0.00% | +25 | New |
| Marquette Asset Management, LLC | 23 | $3.85K | 0.00% | −10−30.3% | Reduced |
| Stone House Investment Management, LLC | 22 | $3.68K | 0.00% | 00.0% | Unchanged |
| Authentikos Wealth Advisory, LLC | 21 | $3.52K | 0.00% | +21 | New |
| CarsonAllaria Wealth Management, Ltd. | 20 | $3.35K | 0.00% | −25−55.6% | Reduced |
| FinTrust Capital Advisors, LLC | 19 | $3.18K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 19 | $3.18K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 23 | $3.16K | 0.15% | +14+155.6% | Added |
| NewSquare Capital LLC | 18 | $3.01K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 18 | $3.01K | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 18 | $3.01K | 0.00% | +18 | New |
| Sawyer & Company, Inc | 18 | $3.00K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 15 | $3.00K | 0.00% | +15 | New |
| AlphaMark Advisors, LLC | 19 | $3.00K | 0.00% | +19 | New |
| Capital Advisors, Ltd. LLC | 19 | $3.00K | 0.00% | +19 | New |
| Zions Bancorporation, N.A. | 13 | $2.18K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 13 | $2.18K | 0.00% | +9+225.0% | Added |
| West Branch Capital LLC | 12 | $2.01K | 0.00% | 00.0% | Unchanged |