| Massmutual Trust Co FSB | 541 | $53.7K | 0.00% | +9+1.7% | Added |
| Quarry LP | 499 | $49.5K | 0.01% | −2,261−81.9% | Reduced |
| CVA Family Office, LLC | 463 | $46.0K | 0.00% | +9+2.0% | Added |
| Salomon & Ludwin, LLC | 449 | $45.0K | 0.00% | −14−3.0% | Reduced |
| Parkside Financial Bank & Trust | 428 | $42.5K | 0.00% | −11−2.5% | Reduced |
| SBI Securities Co., Ltd. | 403 | $40.0K | 0.00% | −132−24.7% | Reduced |
| Ameriflex Group, Inc. | 391 | $38.8K | 0.02% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 388 | $38.5K | 0.02% | +197+103.1% | Added |
| Onefund, LLC | 387 | $38.4K | 0.02% | −14−3.5% | Reduced |
| Bryn Mawr Trust Co | 381 | $37.8K | 0.00% | +21+5.8% | Added |
| Continuum Advisory, LLC | 381 | $37.8K | 0.00% | +381 | New |
| JFS Wealth Advisors, LLC | 379 | $37.6K | 0.00% | +4+1.1% | Added |
| BankPlus Trust Department | 378 | $37.5K | 0.01% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 363 | $36.0K | 0.02% | −156−30.1% | Reduced |
| Vanguard National Trust Co | 360 | $35.7K | 0.00% | 00.0% | Unchanged |
| Capital Advisor Network LLC | 332 | $33.0K | 0.04% | +332 | New |
| Oakmont Advisory Group, LLC | 331 | $32.8K | 0.03% | −2,628−88.8% | Reduced |
| Aventura Private Wealth, LLC | 318 | $31.6K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 305 | $30.3K | 0.00% | +107+54.0% | Added |
| Jackson, Grant Investment Advisers, Inc. | 300 | $29.8K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 300 | $29.8K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 292 | $29.0K | 0.01% | −274−48.4% | Reduced |
| Fortitude Family Office, LLC | 292 | $29.0K | 0.01% | −7−2.3% | Reduced |
| GW&K Investment Management, LLC | 272 | $27.0K | 0.00% | +67+32.7% | Added |
| SJS Investment Consulting Inc. | 261 | $25.9K | 0.00% | −4−1.5% | Reduced |
| Activest Wealth Management | 255 | $25.3K | 0.00% | −13−4.9% | Reduced |
| Park Place Capital Corp | 252 | $25.0K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 248 | $24.6K | 0.01% | +105+73.4% | Added |
| MCF Advisors LLC | 246 | $24.4K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 240 | $23.8K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 237 | $23.5K | 0.00% | −172−42.1% | Reduced |
| GHP Investment Advisors, Inc. | 228 | $22.6K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 220 | $21.8K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 210 | $20.9K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 206 | $20.5K | 0.00% | −1−0.5% | Reduced |
| First Horizon Corp | 205 | $20.4K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 200 | $19.9K | 0.00% | −180−47.4% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 200 | $19.9K | 0.00% | −25−11.1% | Reduced |
| Private Wealth Asset Management, LLC | 198 | $19.7K | 0.00% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 197 | $19.6K | 0.02% | +197 | New |
| Westside Investment Management, Inc. | 180 | $17.9K | 0.00% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 172 | $17.1K | 0.01% | +91+112.3% | Added |
| Solstein Capital, LLC | 162 | $16.1K | 0.01% | 00.0% | Unchanged |
| American National Bank | 157 | $15.6K | 0.00% | −6−3.7% | Reduced |
| Owl Creek Wealth Partners LLC | 155 | $15.4K | 0.00% | +10+6.9% | Added |
| CoreCap Advisors, LLC | 153 | $15.2K | 0.00% | +4+2.7% | Added |
| Bell Investment Advisors, Inc | 146 | $14.5K | 0.00% | +4+2.8% | Added |
| 1015 Capital Partners, LLC | 142 | $14.1K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 137 | $13.6K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 137 | $13.6K | 0.00% | +92+204.4% | Added |
| Keating Financial Advisory Services, Inc. | 132 | $13.1K | 0.00% | +43+48.3% | Added |
| Capital Advisors, Ltd. LLC | 127 | $13.0K | 0.00% | +73+135.2% | Added |
| Trust Co of Vermont | 129 | $12.8K | 0.00% | +129 | New |
| ORG Wealth Partners, LLC | 125 | $12.4K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 120 | $11.9K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 112 | $11.1K | 0.00% | −32−22.2% | Reduced |
| Country Trust Bank | 108 | $10.7K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 107 | $10.6K | 0.00% | +25+30.5% | Added |
| Planning Strategies Inc. | 104 | $10.3K | 0.01% | +104 | New |
| Miller Capital Partners, Inc. | 100 | $9.93K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 90 | $8.94K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 85 | $8.44K | 0.00% | −10−10.5% | Reduced |
| Key Financial Inc | 84 | $8.34K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 84 | $8.34K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 82 | $8.14K | 0.00% | −2−2.4% | Reduced |
| Action Point Financial Planning, LLC | 81 | $7.94K | 0.00% | +81 | New |
| Cornerstone Planning Group LLC | 72 | $7.38K | 0.00% | −19−20.9% | Reduced |
| Pacific Center for Financial Services | 72 | $7.15K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 72 | $7.15K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 70 | $6.95K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 66 | $6.55K | 0.00% | −374−85.0% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 66 | $6.55K | 0.00% | +66 | New |
| Arlington Trust Co LLC | 66 | $6.55K | 0.00% | +66 | New |
| Prestige Wealth Management Group LLC | 60 | $5.96K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 59 | $5.86K | 0.00% | +16+37.2% | Added |
| Silver Grove Financial Group, Inc. | 58 | $5.76K | 0.00% | +58 | New |
| Rakuten Securities, Inc. | 55 | $5.46K | 0.00% | −92−62.6% | Reduced |
| Highline Wealth Partners LLC | 55 | $5.46K | 0.00% | −4−6.8% | Reduced |
| Valued Wealth Advisors LLC | 55 | $5.46K | 0.00% | +21+61.8% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 53 | $5.26K | 0.00% | +53 | New |
| SHP Wealth Management | 49 | $4.87K | 0.00% | +14+40.0% | Added |
| Graney & King, LLC | 48 | $4.77K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 44 | $4.37K | 0.00% | +19+76.0% | Added |
| Avion Wealth | 44 | $4.00K | 0.00% | +9+25.7% | Added |
| Creative Financial Designs Inc | 40 | $3.97K | 0.00% | +40 | New |
| Valley National Advisers Inc | 39 | $3.87K | 0.00% | −8−17.0% | Reduced |
| Altshuler Shaham Ltd | 39 | $3.87K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 39 | $3.87K | 0.00% | +39 | New |
| Rossby Financial, LCC | 38 | $3.77K | 0.00% | +5+15.2% | Added |
| ZRC Wealth Management, LLC | 36 | $3.58K | 0.00% | 00.0% | Unchanged |
| Tounjian Advisory Partners, LLC | 36 | $3.57K | 0.00% | +36 | New |
| Cape Investment Advisory, Inc. | 34 | $3.38K | 0.00% | +34 | New |
| Addison Advisors LLC | 33 | $3.28K | 0.00% | −4−10.8% | Reduced |
| Clear Street Markets LLC | 33 | $3.28K | 0.00% | +10+43.5% | Added |
| Private Wealth Management Group, LLC | 33 | $3.28K | 0.00% | +21+175.0% | Added |
| Armstrong Advisory Group, Inc | 32 | $3.18K | 0.00% | −59−64.8% | Reduced |
| IMA Wealth, Inc. | 30 | $2.98K | 0.00% | +10+50.0% | Added |
| Retirement Wealth Solutions LLC | 27 | $2.68K | 0.00% | −2−6.9% | Reduced |
| FWL Investment Management, LLC | 27 | $2.68K | 0.00% | +27 | New |
| Creative Capital Management Investments LLC | 27 | $2.68K | 0.00% | +27 | New |