| Avalon Trust Co | 800 | $72.4K | 0.00% | 00.0% | Unchanged |
| Chapman Financial Group, LLC | 800 | $72.4K | 0.05% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 780 | $70.6K | 0.06% | 00.0% | Unchanged |
| Smithfield Trust Co | 771 | $68.0K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 743 | $67.2K | 0.00% | +680+1,079.4% | Added |
| Owl Creek Wealth Partners LLC | 738 | $66.8K | 0.02% | +20+2.8% | Added |
| Napier Financial, LLC | 721 | $65.2K | 0.01% | −2−0.3% | Reduced |
| Kroeger Financial Partners | 720 | $65.1K | 0.06% | +720 | New |
| Westside Investment Management, Inc. | 702 | $63.5K | 0.01% | 00.0% | Unchanged |
| Imprint Wealth LLC | 697 | $63.1K | 0.26% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 695 | $62.9K | 0.01% | +5+0.7% | Added |
| Harborfront Financial Group LLC | 690 | $62.4K | 0.24% | +690 | New |
| Paladin Advisory Group, LLC | 653 | $59.1K | 0.04% | 00.0% | Unchanged |
| Southern Michigan Bank & Trust | 649 | $58.7K | 0.02% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 641 | $58.0K | 0.01% | −62−8.8% | Reduced |
| Index Technologies Group LLC | 640 | $57.9K | 0.05% | +640 | New |
| ZRC Wealth Management, LLC | 624 | $56.4K | 0.02% | +530+563.8% | Added |
| Roble, Belko & Company, Inc | 618 | $56.0K | 0.01% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 615 | $56.0K | 0.04% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 619 | $56.0K | 0.02% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 600 | $54.3K | 0.02% | 00.0% | Unchanged |
| Costello Asset Management, INC | 600 | $54.3K | 0.02% | +200+50.0% | Added |
| Continuum Advisory, LLC | 581 | $52.6K | 0.00% | +581 | New |
| SBI Securities Co., Ltd. | 564 | $51.0K | 0.00% | −32−5.4% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 564 | $51.0K | 0.00% | +21+3.9% | Added |
| NBT Bank N A | 551 | $49.8K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 549 | $49.7K | 0.00% | −1,340−70.9% | Reduced |
| City State Bank | 530 | $47.9K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 528 | $47.8K | 0.01% | 00.0% | Unchanged |
| Security National Bank | 500 | $45.2K | 0.01% | 00.0% | Unchanged |
| Pingora Partners LLC | 500 | $45.2K | 0.03% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 491 | $44.4K | 0.01% | −8−1.6% | Reduced |
| JNBA Financial Advisors | 481 | $43.5K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 480 | $43.4K | 0.02% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 473 | $43.0K | 0.00% | +37+8.5% | Added |
| Catalyst Capital Advisors LLC | 468 | $42.3K | 0.00% | +468 | New |
| Rossby Financial, LCC | 462 | $41.8K | 0.01% | +23+5.2% | Added |
| Compagnie Lombard Odier SCmA | 450 | $40.7K | 0.00% | +450 | New |
| Alpine Bank Wealth Management | 450 | $40.7K | 0.01% | +450 | New |
| Millstone Evans Group, LLC | 447 | $40.4K | 0.02% | +57+14.6% | Added |
| FWL Investment Management, LLC | 440 | $39.8K | 0.01% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 431 | $39.0K | 0.01% | +79+22.4% | Added |
| Tradewinds Capital Management, LLC | 425 | $38.4K | 0.01% | +20+4.9% | Added |
| JPL Wealth Management, LLC | 419 | $37.9K | 0.01% | +8+1.9% | Added |
| Walleye Capital LLC | 416 | $37.6K | 0.00% | −1,534−78.7% | Reduced |
| Manchester Capital Management LLC | 406 | $36.7K | 0.00% | −19−4.5% | Reduced |
| True Wealth Design, LLC | 398 | $36.0K | 0.01% | +12+3.1% | Added |
| Glen Eagle Advisors, LLC | 393 | $35.6K | 0.00% | −32−7.5% | Reduced |
| Strategic Wealth Advisors LLC | 415 | $35.0K | 0.03% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 413 | $34.8K | 0.00% | +11+2.7% | Added |
| Jackson, Grant Investment Advisers, Inc. | 385 | $34.8K | 0.01% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 384 | $34.7K | 0.02% | +384 | New |
| Antipodes Partners Ltd | 379 | $34.3K | 0.00% | +379 | New |
| N.E.W. Advisory Services LLC | 374 | $33.8K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 368 | $33.3K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 365 | $33.0K | 0.00% | +232+174.4% | Added |
| MCF Advisors LLC | 364 | $32.9K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 361 | $32.3K | 0.01% | +73+25.3% | Added |
| Rosenberg Matthew Hamilton | 357 | $32.3K | 0.01% | 00.0% | Unchanged |
| Dorato Capital Management | 345 | $31.8K | 0.02% | 00.0% | Unchanged |
| Compass Financial Management LLC | 352 | $31.7K | 0.00% | +352 | New |
| Hughes Financial Services, LLC | 337 | $30.5K | 0.00% | +28+9.1% | Added |
| MV Capital Management, Inc. | 335 | $30.3K | 0.00% | +20+6.3% | Added |
| NBC Securities, Inc. | 332 | $30.0K | 0.00% | +257+342.7% | Added |
| First Community Trust NA | 314 | $28.4K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 312 | $28.0K | 0.00% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 300 | $27.9K | 0.00% | −42−12.3% | Reduced |
| Evelyn Partners Group Ltd | 302 | $27.3K | 0.00% | +302 | New |
| Close Asset Management Ltd | 300 | $27.0K | 0.00% | +200+200.0% | Added |
| Midwest Capital Advisors, LLC | 290 | $26.2K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 292 | $26.0K | 0.02% | +292 | New |
| American Capital Advisory, LLC | 275 | $24.9K | 0.01% | +13+5.0% | Added |
| Ares Financial Consulting, LLC | 263 | $23.8K | 0.02% | +16+6.5% | Added |
| CoreCap Advisors, LLC | 260 | $23.5K | 0.00% | +32+14.0% | Added |
| Action Point Financial Planning, LLC | 263 | $23.5K | 0.00% | +263 | New |
| Private Wealth Asset Management, LLC | 249 | $22.5K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 237 | $22.5K | 0.00% | −400−62.8% | Reduced |
| Kemnay Advisory Services Inc. | 243 | $22.0K | 0.00% | +10+4.3% | Added |
| Beacon Financial Strategies CORP | 240 | $21.7K | 0.01% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 240 | $21.7K | 0.01% | 00.0% | Unchanged |
| Joseph Group Capital Management | 240 | $21.7K | 0.00% | +51+27.0% | Added |
| Buck Wealth Strategies, LLC | 240 | $21.7K | 0.00% | +240 | New |
| Fortitude Family Office, LLC | 236 | $21.3K | 0.00% | −54−18.6% | Reduced |
| Nemes Rush Group LLC | 236 | $21.3K | 0.00% | +140+145.8% | Added |
| MTM Investment Management, LLC | 223 | $20.2K | 0.01% | 00.0% | Unchanged |
| WealthCollab, LLC | 214 | $19.4K | 0.01% | −13−5.7% | Reduced |
| Addison Advisors LLC | 211 | $19.1K | 0.01% | −17,760−98.8% | Reduced |
| Avion Wealth | 216 | $19.0K | 0.00% | +59+37.6% | Added |
| 1015 Capital Partners, LLC | 208 | $18.8K | 0.02% | −1−0.5% | Reduced |
| J.Safra Asset Management Corp | 206 | $18.6K | 0.00% | −256−55.4% | Reduced |
| UMA Financial Services, Inc. | 205 | $18.5K | 0.00% | +61+42.4% | Added |
| HHM Wealth Advisors, LLC | 202 | $18.3K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 200 | $18.1K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 195 | $17.6K | 0.01% | +195 | New |
| Cornerstone Financial Management LLC | 193 | $17.5K | 0.01% | +121+168.1% | Added |
| Strategic Investment Solutions, Inc. | 192 | $17.4K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 187 | $16.9K | 0.00% | +78+71.6% | Added |
| Private Wealth Management Group, LLC | 184 | $16.6K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 183 | $16.6K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 180 | $16.3K | 0.00% | +180 | New |