| Versant Capital Management, Inc | 430 | $30.3K | 0.00% | +21+5.1% | Added |
| Vision Retirement, LLC | 427 | $30.1K | 0.01% | +317+288.2% | Added |
| Ritter Daniher Financial Advisory LLC | 421 | $29.7K | 0.01% | −342−44.8% | Reduced |
| Whittier Trust Co | 390 | $28.9K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 400 | $28.2K | 0.02% | +77+23.8% | Added |
| Public Employees Retirement System of Ohio | 354 | $25.0K | 0.00% | −129−26.7% | Reduced |
| GeoWealth Management, LLC | 349 | $24.6K | 0.00% | +349 | New |
| HM Payson & Co | 345 | $24.3K | 0.00% | +345 | New |
| Aspect Partners, LLC | 327 | $23.1K | 0.01% | +22+7.2% | Added |
| Provenance Wealth Advisors, LLC | 325 | $22.9K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 310 | $21.9K | 0.01% | −255−45.1% | Reduced |
| SJS Investment Consulting Inc. | 287 | $20.2K | 0.00% | −42−12.8% | Reduced |
| Fortitude Family Office, LLC | 280 | $19.7K | 0.00% | +54+23.9% | Added |
| Cullen/Frost Bankers, Inc. | 274 | $19.3K | 0.00% | +274 | New |
| Kimelman & Baird, LLC | 250 | $17.6K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 248 | $17.5K | 0.00% | −40−13.9% | Reduced |
| Citizens National Bank Trust Department | 240 | $16.9K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 225 | $15.9K | 0.00% | −50−18.2% | Reduced |
| First Horizon Corp | 220 | $15.5K | 0.00% | 00.0% | Unchanged |
| Matrix Trust Co | 214 | $15.0K | 0.00% | +17+8.6% | Added |
| Forum Finance Group S.A. | 260 | $15.0K | 0.01% | +260 | New |
| Wall Street Financial Group, Inc. | 211 | $14.9K | 0.01% | +211 | New |
| HHM Wealth Advisors, LLC | 200 | $14.1K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 200 | $14.1K | 0.00% | 00.0% | Unchanged |
| Purpose Unlimited Inc. | 200 | $14.1K | 0.00% | −1,413−87.6% | Reduced |
| MCF Advisors LLC | 196 | $13.8K | 0.00% | +57+41.0% | Added |
| Albion Financial Group | 186 | $13.1K | 0.00% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 186 | $13.1K | 0.01% | +107+135.4% | Added |
| Owl Creek Wealth Partners LLC | 185 | $13.0K | 0.00% | +185 | New |
| Bare Financial Services, Inc | 175 | $12.3K | 0.00% | −40−18.6% | Reduced |
| Kennebec Savings Bank | 175 | $12.3K | 0.01% | 00.0% | Unchanged |
| Rossby Financial, LCC | 175 | $11.8K | 0.00% | +173+8,650.0% | Added |
| Intentional Wealth Strategies, LLC | 168 | $11.8K | 0.01% | +168 | New |
| Bullock Wealth Management Group | 173 | $11.7K | 0.01% | +173 | New |
| Barrett & Company, Inc. | 165 | $11.6K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 164 | $11.6K | 0.00% | +164 | New |
| BankPlus Trust Department | 162 | $11.4K | 0.00% | +162 | New |
| CVA Family Office, LLC | 160 | $11.3K | 0.00% | +160 | New |
| Farmers & Merchants Investments Inc | 155 | $10.9K | 0.00% | +4+2.6% | Added |
| Acumen Wealth Advisors, LLC | 141 | $9.94K | 0.00% | +61+76.3% | Added |
| Twin Peaks Wealth Advisors, LLC | 140 | $9.87K | 0.00% | +140 | New |
| Hilton Head Capital Partners, LLC | 133 | $9.38K | 0.01% | +28+26.7% | Added |
| Wealth Preservation Advisors, LLC | 125 | $8.81K | 0.01% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 119 | $8.39K | 0.00% | +119 | New |
| Keating Financial Advisory Services, Inc. | 117 | $8.25K | 0.00% | +12+11.4% | Added |
| Basecamp Wealth Advisors LLC | 115 | $8.11K | 0.00% | +85+283.3% | Added |
| Close Asset Management Ltd | 118 | $8.00K | 0.00% | +118 | New |
| UMA Financial Services, Inc. | 112 | $7.90K | 0.00% | +4+3.7% | Added |
| Westside Investment Management, Inc. | 100 | $7.05K | 0.00% | −125−55.6% | Reduced |
| Advocate Investing Services LLC | 100 | $7.05K | 0.01% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 100 | $7.05K | 0.00% | +50+100.0% | Added |
| Strive Financial Group ,LLC | 106 | $7.00K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 82 | $5.78K | 0.00% | +82 | New |
| Investors Research Corp | 81 | $5.71K | 0.00% | +81 | New |
| Accent Capital Management, LLC | 79 | $5.57K | 0.00% | +79 | New |
| Rachor Investment Advisory Services, LLC | 78 | $5.50K | 0.00% | −8−9.3% | Reduced |
| Salomon & Ludwin, LLC | 81 | $5.45K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 76 | $5.36K | 0.00% | +57+300.0% | Added |
| Hurley Capital, LLC | 68 | $4.79K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 67 | $4.72K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 59 | $4.16K | 0.00% | −95−61.7% | Reduced |
| True Wealth Design, LLC | 57 | $4.04K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 60 | $4.00K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 55 | $3.88K | 0.00% | +4+7.8% | Added |
| Missouri Trust & Investment Co | 55 | $3.88K | 0.00% | +55 | New |
| Ravenstone Capital Management Inc. | 55 | $3.88K | 0.00% | +55 | New |
| McIlrath & Eck, LLC | 54 | $3.81K | 0.00% | +4+8.0% | Added |
| Zions Bancorporation, National Association | 53 | $3.74K | 0.00% | +41+341.7% | Added |
| Newbridge Financial Services Group, Inc. | 50 | $3.53K | 0.00% | −12,828−99.6% | Reduced |
| Pittenger & Anderson Inc | 50 | $3.53K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 50 | $3.53K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 50 | $3.53K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 1,250 | $3.53K | 0.00% | +1,250 | New |
| Adirondack Trust Co | 50 | $3.52K | 0.00% | +50 | New |
| Bartlett & Co. Wealth Management LLC | 50 | $3.10K | 0.00% | +40+400.0% | Added |
| SWAN Capital LLC | 42 | $2.96K | 0.00% | +20+90.9% | Added |
| Steigerwald, Gordon & Koch Inc. | 40 | $2.82K | 0.00% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 38 | $2.68K | 0.00% | +38 | New |
| Huntington National Bank | 36 | $2.54K | 0.00% | +28+350.0% | Added |
| Avion Wealth | 39 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 22 | $1.55K | 0.00% | +8+57.1% | Added |
| Brown Brothers Harriman & Co | 21 | $1.48K | 0.00% | +2+10.5% | Added |
| Godfrey Financial Associates, Inc. | 21 | $1.48K | 0.00% | +14+200.0% | Added |
| Essential Partners LLC | 20 | $1.41K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 19 | $1.34K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 18 | $1.27K | 0.00% | +5+38.5% | Added |
| IMA Wealth, Inc. | 18 | $1.27K | 0.00% | +18 | New |
| Roxbury Financial LLC | 18 | $1.27K | 0.00% | +18 | New |
| Rialto Wealth Management, LLC | 16 | $1.13K | 0.00% | +3+23.1% | Added |
| Sarver Vrooman Wealth Advisors | 15 | $1.06K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 15 | $1.06K | 0.00% | +10+200.0% | Added |
| Vermillion Wealth Management, Inc. | 14 | $987 | 0.00% | +14 | New |
| RMG Wealth Management LLC | 15 | $855 | 0.00% | +15 | New |
| HFM Investment Advisors, LLC | 12 | $846 | 0.00% | +2+20.0% | Added |
| Leo H. Evart, Inc. | 12 | $846 | 0.00% | +12 | New |
| TD Private Client Wealth LLC | 11 | $776 | 0.00% | 00.0% | Unchanged |
| Trust Co | 11 | $776 | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 10 | $706 | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 10 | $705 | 0.00% | −140−93.3% | Reduced |
| Scarborough Advisors, LLC | 10 | $705 | 0.00% | 00.0% | Unchanged |