| Navalign, LLC | 210 | $7.24K | 0.00% | +210 | New |
| Torren Management, LLC | 209 | $7.20K | 0.00% | +209 | New |
| Tradewinds Capital Management, LLC | 200 | $6.89K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 200 | $6.89K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 200 | $6.89K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 200 | $6.89K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 196 | $6.75K | 0.00% | +196 | New |
| Proathlete Wealth Management LLC | 186 | $6.41K | 0.00% | +36+24.0% | Added |
| Massmutual Trust Co FSB | 178 | $6.13K | 0.00% | −2,452−93.2% | Reduced |
| Washington Trust Advisors, Inc. | 175 | $6.03K | 0.00% | +10+6.1% | Added |
| Versant Capital Management, Inc | 173 | $5.96K | 0.00% | −103−37.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 172 | $5.93K | 0.00% | +172 | New |
| Private Trust Co NA | 169 | $5.82K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 166 | $5.72K | 0.00% | +55+49.5% | Added |
| Ancora Advisors, LLC | 165 | $5.69K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 158 | $5.45K | 0.01% | +158 | New |
| Vermillion & White Wealth Management Group, LLC | 157 | $5.41K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 154 | $5.31K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 172 | $5.18K | 0.00% | +168+4,200.0% | Added |
| Chesapeake Asset Management LLC | 150 | $5.17K | 0.00% | −105−41.2% | Reduced |
| Manning & Napier Advisors LLC | 143 | $4.97K | 0.00% | +143 | New |
| Truvestments Capital LLC | 143 | $4.93K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 137 | $4.72K | 0.00% | −1,510−91.7% | Reduced |
| Graney & King, LLC | 136 | $4.69K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 130 | $4.48K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 129 | $4.45K | 0.00% | −130−50.2% | Reduced |
| Whittier Trust Co | 125 | $4.37K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 119 | $4.31K | 0.00% | +104+693.3% | Added |
| Clayton Financial Group LLC | 125 | $4.31K | 0.00% | +125 | New |
| Accent Capital Management, LLC | 121 | $4.17K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 121 | $4.17K | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 111 | $3.83K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 107 | $3.69K | 0.00% | −67−38.5% | Reduced |
| Copia Wealth Management | 106 | $3.65K | 0.00% | −89−45.6% | Reduced |
| Kozak & Associates, Inc. | 100 | $3.52K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 101 | $3.48K | 0.00% | +35+53.0% | Added |
| Caldwell Sutter Capital, Inc. | 100 | $3.45K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 100 | $3.45K | 0.00% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 100 | $3.45K | 0.00% | +100 | New |
| Retirement Wealth Solutions LLC | 99 | $3.41K | 0.00% | +28+39.4% | Added |
| Zions Bancorporation, National Association | 96 | $3.31K | 0.00% | +96 | New |
| Quaker Wealth Management, LLC | 90 | $3.10K | 0.00% | +82+1,025.0% | Added |
| Centerpoint Advisors, LLC | 75 | $3.00K | 0.00% | −750−90.9% | Reduced |
| First PREMIER Bank | 96 | $3.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 115 | $3.00K | 0.00% | +50+76.9% | Added |
| Ronald Blue Trust, Inc. | 85 | $2.93K | 0.00% | −42−33.1% | Reduced |
| Aspect Partners, LLC | 85 | $2.93K | 0.00% | 00.0% | Unchanged |
| Fideuram Asset Management (Ireland) dac | 74 | $2.90K | 0.00% | +74 | New |
| Elyxium Wealth, LLC | 83 | $2.86K | 0.00% | +83 | New |
| Signature Equity Partners, LLC | 81 | $2.79K | 0.00% | +81 | New |
| ZRC Wealth Management, LLC | 72 | $2.48K | 0.00% | +72 | New |
| St. Johns Investment Management Company, LLC | 70 | $2.41K | 0.00% | +70 | New |
| Transamerica Financial Advisors, Inc. | 67 | $2.32K | 0.00% | −13−16.3% | Reduced |
| Rossby Financial, LCC | 64 | $2.21K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 61 | $2.10K | 0.00% | −25−29.1% | Reduced |
| Thompson Investment Management, Inc. | 60 | $2.07K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 60 | $2.07K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 59 | $2.00K | 0.00% | −158,181−100.0% | Reduced |
| Bullock Wealth Management Group | 57 | $1.96K | 0.00% | +15+35.7% | Added |
| Sachetta, LLC | 56 | $1.93K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 55 | $1.90K | 0.00% | +35+175.0% | Added |
| Hollencrest Capital Management | 54 | $1.86K | 0.00% | +54 | New |
| Pilgrim Partners Asia Pte Ltd | 52 | $1.79K | 0.00% | −1,228−95.9% | Reduced |
| Clark Wealth Partners | 52 | $1.79K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 52 | $1.79K | 0.00% | +52 | New |
| Cromwell Holdings LLC | 51 | $1.76K | 0.00% | −25−32.9% | Reduced |
| Fairscale Capital, LLC | 51 | $1.76K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 50 | $1.72K | 0.00% | −200−80.0% | Reduced |
| MTM Investment Management, LLC | 50 | $1.72K | 0.00% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 50 | $1.72K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 45 | $1.55K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 42 | $1.45K | 0.00% | −50−54.3% | Reduced |
| Hilltop National Bank | 42 | $1.45K | 0.00% | +42 | New |
| Sound Income Strategies, LLC | 40 | $1.30K | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 35 | $1.23K | 0.00% | +34+3,400.0% | Added |
| Nvest Wealth Strategies, Inc. | 35 | $1.21K | 0.00% | +35 | New |
| Dogwood Wealth Management LLC | 35 | $1.21K | 0.00% | 00.0% | Unchanged |
| Merited Wealth, LLC | 35 | $1.21K | 0.00% | +35 | New |
| PayPay Securities Corp | 34 | $1.17K | 0.03% | −55−61.8% | Reduced |
| REAP Financial Group, LLC | 34 | $1.17K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 34 | $1.17K | 0.00% | +34 | New |
| UMA Financial Services, Inc. | 33 | $1.14K | 0.00% | −9−21.4% | Reduced |
| Garton & Associates Financial Advisors LLC | 33 | $1.14K | 0.00% | +33 | New |
| Lazard Asset Management LLC | 32 | $1.10K | 0.00% | +32 | New |
| Resources Management Corp | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 30 | $1.00K | 0.00% | −9−23.1% | Reduced |
| Avion Wealth | 42 | $1.00K | 0.00% | +3+7.7% | Added |
| Indiana Trust & Investment Management CO | 25 | $862 | 0.00% | 00.0% | Unchanged |
| Friedenthal Financial | 25 | $862 | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 25 | $862 | 0.00% | +25 | New |
| Greenline Wealth Management LLC | 22 | $758 | 0.00% | +22 | New |
| Key Financial Inc | 21 | $724 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 21 | $724 | 0.00% | +4+23.5% | Added |
| DiNuzzo Private Wealth, Inc. | 20 | $690 | 0.00% | −15,009−99.9% | Reduced |
| Bay Harbor Wealth Management, LLC | 20 | $689 | 0.00% | +3+17.6% | Added |
| SOA Wealth Advisors, LLC. | 19 | $655 | 0.00% | 00.0% | Unchanged |
| Optima Capital LLC | 16 | $551 | 0.00% | +16 | New |
| Plante Moran Financial Advisors, LLC | 15 | $517 | 0.00% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 15 | $517 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 15 | $517 | 0.00% | +15 | New |