| Avion Wealth | 33 | $0 | 0.00% | +33 | New |
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| West Branch Capital LLC | 3 | $51 | 0.00% | +3 | New |
| WestEnd Advisors, LLC | 7 | $117 | 0.00% | +2+40.0% | Added |
| Mendota Financial Group, LLC | 7 | $118 | 0.00% | +7 | New |
| Creative Capital Management Investments LLC | 9 | $151 | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 10 | $167 | 0.00% | +10 | New |
| Colonial Trust Co | 21 | $349 | 0.00% | −87−80.6% | Reduced |
| NCP Inc. | 24 | $402 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 25 | $418 | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 25 | $419 | 0.00% | +25 | New |
| Claris Advisors, LLC | 27 | $452 | 0.00% | +27 | New |
| Aspect Partners, LLC | 32 | $536 | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 34 | $570 | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 37 | $616 | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 43 | $720 | 0.00% | +43 | New |
| ClariVest Asset Management LLC | 59 | $804 | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 49 | $821 | 0.00% | +49 | New |
| Coppell Advisory Solutions LLC | 67 | $1.11K | 0.00% | +67 | New |
| Koesten, Hirschmann & Crabtree, INC. | 67 | $1.12K | 0.00% | −1−1.5% | Reduced |
| Frazier Financial Advisors, LLC | 76 | $1.27K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 76 | $1.28K | 0.00% | −3−3.8% | Reduced |
| TFC Financial Management | 85 | $1.42K | 0.00% | −7−7.6% | Reduced |
| Strengthening Families & Communities, LLC | 90 | $1.51K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 97 | $1.63K | 0.00% | −6,963−98.6% | Reduced |
| DiNuzzo Private Wealth, Inc. | 99 | $1.66K | 0.00% | +11+12.5% | Added |
| City State Bank | 100 | $1.68K | 0.00% | −2,500−96.2% | Reduced |
| McMahon Financial Advisors, LLC | 100 | $1.68K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 101 | $1.70K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 105 | $1.76K | 0.00% | +2+1.9% | Added |
| Beacon Capital Management, LLC | 129 | $2.16K | 0.00% | +129 | New |
| Plante Moran Financial Advisors, LLC | 140 | $2.35K | 0.00% | +40+40.0% | Added |
| Trifecta Capital Advisors, LLC | 146 | $2.45K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 154 | $2.58K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 155 | $2.60K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 156 | $2.61K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 160 | $2.68K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 176 | $2.95K | 0.00% | +176 | New |
| Ruedi Wealth Management, Inc. | 184 | $3.08K | 0.00% | −184−50.0% | Reduced |
| Peterson Financial Group, Inc. | 187 | $3.14K | 0.01% | +187 | New |
| Bangor Savings Bank | 189 | $3.17K | 0.00% | −3,180−94.4% | Reduced |
| Hobbs Group Advisors, LLC | 200 | $3.35K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 214 | $3.58K | 0.00% | −1,719−88.9% | Reduced |
| PFG Private Wealth Management, LLC | 221 | $3.70K | 0.00% | −27−10.9% | Reduced |
| Point72 Hong Kong Ltd | 225 | $3.77K | 0.00% | +225 | New |
| New England Capital Financial Advisors LLC | 235 | $3.94K | 0.00% | +1+0.4% | Added |
| Glen Eagle Advisors, LLC | 236 | $3.95K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 240 | $4.02K | 0.00% | 00.0% | Unchanged |
| General Partner, Inc. | 244 | $4.09K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 256 | $4.29K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 262 | $4.39K | 0.00% | 00.0% | Unchanged |
| Basswood Capital Management, L.L.C. | 262 | $4.39K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 272 | $4.56K | 0.00% | 00.0% | Unchanged |
| Peoples Bank | 275 | $4.61K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 278 | $4.66K | 0.00% | +133+91.7% | Added |
| Key Financial Inc | 291 | $4.87K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 315 | $5.00K | 0.00% | +178+129.9% | Added |
| Bartlett & Co. Wealth Management LLC | 300 | $5.03K | 0.00% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 317 | $5.32K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 349 | $5.85K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 372 | $6.23K | 0.00% | +56+17.7% | Added |
| DT Investment Partners, LLC | 379 | $6.35K | 0.00% | +379 | New |
| Allworth Financial LP | 415 | $6.96K | 0.00% | +153+58.4% | Added |
| JFS Wealth Advisors, LLC | 423 | $7.09K | 0.00% | +15+3.7% | Added |
| Aspire Private Capital, LLC | 432 | $7.24K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 466 | $7.81K | 0.00% | +5+1.1% | Added |
| Meeder Asset Management Inc | 470 | $7.87K | 0.00% | +470 | New |
| Bruce G. Allen Investments, LLC | 471 | $7.89K | 0.01% | −1,392−74.7% | Reduced |
| CNB Bank | 482 | $8.07K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 500 | $8.38K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 507 | $8.49K | 0.00% | +507 | New |
| Game Plan Financial Advisors, LLC | 510 | $8.54K | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 565 | $9.46K | 0.00% | +25+4.6% | Added |
| Rakuten Securities, Inc. | 590 | $9.88K | 0.00% | +100+20.4% | Added |
| Eastern Bank | 590 | $9.88K | 0.00% | +590 | New |
| Hemington Wealth Management | 616 | $10.0K | 0.00% | +616 | New |
| WR Wealth Planners, LLC | 600 | $10.1K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 632 | $10.6K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 640 | $10.7K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 673 | $11.3K | 0.00% | +8+1.2% | Added |
| Gladstone Capital Management LLP | 698 | $11.7K | 0.00% | +698 | New |
| Whittier Trust Co | 725 | $12.1K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 743 | $12.4K | 0.00% | +90+13.8% | Added |
| BOK Financial Private Wealth, Inc. | 750 | $12.6K | 0.00% | −1,131−60.1% | Reduced |
| Cornerstone Planning Group LLC | 824 | $14.3K | 0.00% | −250−23.3% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 900 | $15.1K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 906 | $15.2K | 0.00% | +558+160.3% | Added |
| Mark Sheptoff Financial Planning, LLC | 1,000 | $15.9K | 0.01% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 1,000 | $16.0K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 971 | $16.3K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 977 | $16.4K | 0.00% | +209+27.2% | Added |
| Armstrong Advisory Group, Inc | 990 | $16.6K | 0.00% | +90+10.0% | Added |
| Blue Bell Private Wealth Management, LLC | 999 | $16.7K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 1,000 | $16.8K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 1,000 | $16.8K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 1,000 | $16.8K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,104 | $18.0K | 0.01% | −1,919−63.5% | Reduced |
| Salem Investment Counselors Inc | 1,082 | $18.1K | 0.00% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 1,096 | $18.4K | 0.00% | +1,096 | New |
| Robinswood Financial LLC | 1,114 | $18.7K | 0.01% | 00.0% | Unchanged |