| Rossby Financial, LCC | 404 | $3.58K | 0.00% | +36+9.8% | Added |
| Cedar Mountain Advisors, LLC | 383 | $3.39K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 383 | $3.39K | 0.00% | +350+1,060.6% | Added |
| Harbour Investments, Inc. | 360 | $3.19K | 0.00% | +10+2.9% | Added |
| Key Financial Inc | 359 | $3.18K | 0.00% | 00.0% | Unchanged |
| Napier Financial, LLC | 345 | $3.05K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 330 | $2.92K | 0.00% | +330 | New |
| SJS Investment Consulting Inc. | 324 | $2.87K | 0.00% | +324 | New |
| ZRC Wealth Management, LLC | 309 | $2.73K | 0.00% | +309 | New |
| Your Advocates Ltd., LLP | 287 | $2.54K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 279 | $2.47K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 268 | $2.37K | 0.00% | −198−42.5% | Reduced |
| Trust Co of Toledo NA | 242 | $2.14K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 239 | $2.12K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 239 | $2.12K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 238 | $2.11K | 0.00% | +137+135.6% | Added |
| Bogart Wealth, LLC | 231 | $2.05K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 207 | $1.83K | 0.00% | +79+61.7% | Added |
| Whittier Trust Co | 182 | $1.83K | 0.00% | +53+41.1% | Added |
| MCF Advisors LLC | 206 | $1.82K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 200 | $1.77K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 198 | $1.75K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 197 | $1.74K | 0.00% | +183+1,307.1% | Added |
| Keating Financial Advisory Services, Inc. | 190 | $1.68K | 0.00% | +129+211.5% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 188 | $1.67K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 180 | $1.59K | 0.00% | +180 | New |
| MPWM Advisory Solutions, LLC | 178 | $1.57K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 175 | $1.55K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 173 | $1.53K | 0.00% | −59−25.4% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 165 | $1.46K | 0.00% | 00.0% | Unchanged |
| Syntax Research, Inc. | 162 | $1.43K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 150 | $1.43K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 159 | $1.41K | 0.00% | +159 | New |
| Huntington National Bank | 146 | $1.29K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 145 | $1.28K | 0.00% | +38+35.5% | Added |
| Accordant Advisory Group Inc | 125 | $1.11K | 0.00% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 122 | $1.08K | 0.00% | +61+100.0% | Added |
| WPG Advisers, LLC | 114 | $1.01K | 0.00% | +1+0.9% | Added |
| CX Institutional | 155 | $1.00K | 0.00% | −1,607−91.2% | Reduced |
| Close Asset Management Ltd | 85 | $1.00K | 0.00% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 113 | $1.00K | 0.00% | +113 | New |
| Cassaday & Co Wealth Management LLC | 110 | $974 | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 109 | $965 | 0.00% | +109 | New |
| Costello Asset Management, INC | 100 | $885 | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 100 | $885 | 0.00% | +100 | New |
| Continuum Advisory, LLC | 93 | $823 | 0.00% | +93 | New |
| Larson Financial Group LLC | 90 | $797 | 0.00% | −16−15.1% | Reduced |
| Cranbrook Wealth Management, LLC | 85 | $753 | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 84 | $735 | 0.00% | +84 | New |
| Assetmark, Inc | 82 | $726 | 0.00% | −11−11.8% | Reduced |
| Fortitude Family Office, LLC | 78 | $690 | 0.00% | −32−29.1% | Reduced |
| ESL Trust Services, LLC | 68 | $602 | 0.00% | 00.0% | Unchanged |
| Vanguard National Trust Co | 68 | $602 | 0.00% | +68 | New |
| Transamerica Financial Advisors, Inc. | 66 | $584 | 0.00% | +49+288.2% | Added |
| Synergy Investment Management, LLC | 61 | $540 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 57 | $505 | 0.00% | +32+128.0% | Added |
| Atlantic Union Bankshares Corp | 57 | $504 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 56 | $496 | 0.00% | −8−12.5% | Reduced |
| Horizon Financial Services, LLC | 56 | $496 | 0.00% | +56 | New |
| Atlantic Trust, LLC | 53 | $470 | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 53 | $470 | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 52 | $460 | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 52 | $460 | 0.00% | +52 | New |
| Asset Dedication, LLC | 49 | $438 | 0.00% | −24−32.9% | Reduced |
| Kingdom Financial Group LLC. | 47 | $416 | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 45 | $398 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 44 | $390 | 0.00% | +41+1,366.7% | Added |
| Plante Moran Financial Advisors, LLC | 39 | $345 | 0.00% | +39 | New |
| LRI Investments, LLC | 37 | $329 | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 34 | $324 | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 34 | $301 | 0.00% | −19−35.8% | Reduced |
| Brown Brothers Harriman & Co | 34 | $301 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 34 | $301 | 0.00% | 00.0% | Unchanged |
| Distillate Capital Partners LLC | 34 | $301 | 0.00% | +17+100.0% | Added |
| Ankerstar Wealth, LLC | 32 | $283 | 0.00% | +20+166.7% | Added |
| IFG Advisory, LLC | 31 | $275 | 0.00% | +31 | New |
| Fortis Group Advisors, LLC | 27 | $240 | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 27 | $239 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 27 | $239 | 0.00% | +27 | New |
| Kings Path Partners LLC | 26 | $230 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 25 | $222 | 0.00% | +5+25.0% | Added |
| MV Capital Management, Inc. | 24 | $213 | 0.00% | +24 | New |
| Activest Wealth Management | 24 | $212 | 0.00% | +24 | New |
| Northwestern Mutual Wealth Management Co | 22 | $194 | 0.00% | −182−89.2% | Reduced |
| Financial Consulate, Inc | 22 | $193 | 0.00% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 21 | $186 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 18 | $160 | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 17 | $151 | 0.00% | +17 | New |
| TD Private Client Wealth LLC | 17 | $150 | 0.00% | −22−56.4% | Reduced |
| Vermillion Wealth Management, Inc. | 17 | $150 | 0.00% | −6−26.1% | Reduced |
| Bay Harbor Wealth Management, LLC | 16 | $142 | 0.00% | −15−48.4% | Reduced |
| Country Trust Bank | 16 | $142 | 0.00% | 00.0% | Unchanged |
| Catherine Avery Investment Management LLC | 16 | $142 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 15 | $133 | 0.00% | −15−50.0% | Reduced |
| Valley National Advisers Inc | 15 | $133 | 0.00% | +15 | New |
| PlanVest Financial, Inc | 14 | $124 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 13 | $116 | 0.00% | −46−78.0% | Reduced |
| Gilpin Wealth Management, LLC | 13 | $116 | 0.00% | −6−31.6% | Reduced |
| Ronald Blue Trust, Inc. | 13 | $115 | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 13 | $115 | 0.00% | 00.0% | Unchanged |