| Matrix Trust Co | 504 | $25.0K | 0.00% | +504 | New |
| Castleview Partners, LLC | 500 | $25.0K | 0.01% | +2+0.4% | Added |
| Signature Resources Capital Management, LLC | 497 | $24.8K | 0.02% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 480 | $24.0K | 0.00% | +403+523.4% | Added |
| Arlington Trust Co LLC | 478 | $23.9K | 0.01% | +100+26.5% | Added |
| Anchor Investment Management, LLC | 447 | $22.3K | 0.00% | +28+6.7% | Added |
| Atlantic Edge Private Wealth Management, LLC | 412 | $20.6K | 0.01% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 408 | $20.4K | 0.01% | −92−18.4% | Reduced |
| Northwest Investment Counselors, LLC | 403 | $20.1K | 0.00% | +403 | New |
| Bell Investment Advisors, Inc | 389 | $19.4K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 383 | $19.1K | 0.00% | −23−5.7% | Reduced |
| Avion Wealth | 394 | $19.0K | 0.00% | +4+1.0% | Added |
| 1620 Investment Advisors, Inc. | 380 | $19.0K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 380 | $19.0K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 368 | $18.4K | 0.03% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 367 | $18.3K | 0.00% | +367 | New |
| Capital Performance Advisors LLP | 361 | $18.0K | 0.01% | +361 | New |
| Prestige Wealth Management Group LLC | 360 | $18.0K | 0.00% | +14+4.0% | Added |
| Versant Capital Management, Inc | 354 | $17.7K | 0.00% | −303−46.1% | Reduced |
| South State Corp. | 350 | $17.5K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 350 | $17.5K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 350 | $17.5K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 349 | $17.4K | 0.00% | +259+287.8% | Added |
| McMahon Financial Advisors, LLC | 332 | $16.6K | 0.00% | +317+2,113.3% | Added |
| POM Investment Strategies, LLC | 326 | $16.3K | 0.01% | −304−48.3% | Reduced |
| Cornerstone Planning Group LLC | 345 | $16.1K | 0.00% | −74−17.7% | Reduced |
| Northwest Financial Advisors | 318 | $15.9K | 0.01% | +318 | New |
| CBIZ Investment Advisory Services, LLC | 311 | $15.5K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 310 | $15.5K | 0.01% | +125+67.6% | Added |
| Abound Wealth Management | 306 | $15.3K | 0.01% | +17+5.9% | Added |
| Country Trust Bank | 300 | $15.0K | 0.00% | +300 | New |
| Cape Investment Advisory, Inc. | 300 | $15.0K | 0.01% | +300 | New |
| Dunhill Financial, LLC | 298 | $14.9K | 0.01% | +145+94.8% | Added |
| Sugarloaf Wealth Management, LLC | 289 | $14.4K | 0.00% | +156+117.3% | Added |
| Valued Wealth Advisors LLC | 286 | $14.3K | 0.01% | −4−1.4% | Reduced |
| Transamerica Financial Advisors, Inc. | 269 | $14.0K | 0.00% | −103,340−99.7% | Reduced |
| Delta Asset Management LLC | 279 | $13.9K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 272 | $13.6K | 0.01% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 268 | $13.4K | 0.01% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 254 | $12.7K | 0.01% | +1+0.4% | Added |
| Private Wealth Management Group, LLC | 252 | $12.6K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 247 | $12.3K | 0.00% | −63−20.3% | Reduced |
| BFSG, LLC | 246 | $12.3K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 245 | $12.2K | 0.00% | +96+64.4% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 250 | $12.0K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 235 | $11.7K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 225 | $11.2K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 223 | $11.1K | 0.00% | −91−29.0% | Reduced |
| Operose Advisors LLC | 221 | $11.0K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 218 | $10.9K | 0.00% | +1+0.5% | Added |
| Stephenson National Bank & Trust | 202 | $10.1K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 202 | $10.1K | 0.01% | +1+0.5% | Added |
| Coston, McIsaac & Partners | 211 | $10.0K | 0.00% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 200 | $9.98K | 0.01% | +200 | New |
| Capstone Investment Advisors, LLC | 195 | $9.73K | 0.00% | +195 | New |
| Chesapeake Asset Management LLC | 193 | $9.63K | 0.01% | −5,262−96.5% | Reduced |
| Kozak & Associates, Inc. | 201 | $9.63K | 0.00% | 00.0% | Unchanged |
| Motco | 175 | $8.74K | 0.00% | +175 | New |
| Pacific Capital Wealth Advisors, Inc | 164 | $8.19K | 0.00% | +12+7.9% | Added |
| Red Tortoise LLC | 145 | $7.24K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 144 | $7.19K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 126 | $6.29K | 0.00% | −100−44.2% | Reduced |
| Tucker Asset Management LLC | 124 | $6.19K | 0.00% | −84−40.4% | Reduced |
| Laurel Wealth Advisors LLC | 123 | $6.14K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 123 | $6.00K | 0.00% | −1,978,155−100.0% | Reduced |
| Toth Financial Advisory Corp | 120 | $5.99K | 0.00% | −88−42.3% | Reduced |
| Carolina Wealth Advisors, LLC | 120 | $5.99K | 0.00% | +120 | New |
| Planned Solutions, Inc. | 112 | $5.57K | 0.00% | +112 | New |
| Washington Trust Co | 110 | $5.49K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 106 | $5.29K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 106 | $5.29K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 104 | $5.18K | 0.00% | +1+1.0% | Added |
| Estabrook Capital Management | 103 | $5.14K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 102 | $5.09K | 0.01% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 101 | $5.04K | 0.00% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 100 | $4.99K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 100 | $4.99K | 0.00% | 00.0% | Unchanged |
| City State Bank | 100 | $4.99K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 100 | $4.99K | 0.00% | +100 | New |
| Optiver Holding B.V. | 97 | $4.84K | 0.00% | −2,604−96.4% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 87 | $4.34K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 86 | $4.29K | 0.00% | −34−28.3% | Reduced |
| DT Investment Partners, LLC | 86 | $4.29K | 0.00% | +27+45.8% | Added |
| Smithfield Trust Co | 80 | $4.00K | 0.00% | −2,000−96.2% | Reduced |
| Valley National Advisers Inc | 83 | $4.00K | 0.00% | −1,198−93.5% | Reduced |
| AlphaMark Advisors, LLC | 75 | $4.00K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 73 | $3.64K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 73 | $3.64K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 69 | $3.44K | 0.00% | +59+590.0% | Added |
| Naples Money Management LLC | 67 | $3.35K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 56 | $3.00K | 0.00% | 00.0% | Unchanged |
| BNP Paribas | 60 | $3.00K | 0.00% | +60 | New |
| DiNuzzo Private Wealth, Inc. | 58 | $2.90K | 0.00% | −5−7.9% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 57 | $2.85K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 52 | $2.58K | 0.00% | −34−39.5% | Reduced |
| Aspect Partners, LLC | 51 | $2.56K | 0.00% | −11−17.7% | Reduced |
| BOK Financial Private Wealth, Inc. | 50 | $2.50K | 0.00% | +50 | New |
| Gen-Wealth Partners Inc | 50 | $2.30K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 45 | $2.25K | 0.00% | −474−91.3% | Reduced |
| Aster Capital Management (DIFC) Ltd | 43 | $2.15K | 0.00% | +43 | New |
