| Trust Co of Toledo NA | 39 | $14.5K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 40 | $14.8K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 40 | $14.8K | 0.00% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 40 | $14.8K | 0.01% | +40 | New |
| Addison Advisors LLC | 41 | $15.2K | 0.01% | −73−64.0% | Reduced |
| Arlington Trust Co LLC | 42 | $15.6K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 43 | $16.0K | 0.01% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 45 | $16.7K | 0.01% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 45 | $16.7K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 45 | $16.7K | 0.00% | +6+15.4% | Added |
| Meeder Asset Management Inc | 49 | $18.2K | 0.00% | −55−52.9% | Reduced |
| JNBA Financial Advisors | 49 | $18.2K | 0.00% | +12+32.4% | Added |
| Abound Wealth Management | 49 | $18.3K | 0.00% | −14−22.2% | Reduced |
| Piscataqua Savings Bank | 50 | $18.5K | 0.01% | 00.0% | Unchanged |
| BOCHK Asset Management Ltd | 50 | $18.5K | 0.00% | −4,490−98.9% | Reduced |
| Kerr Financial Planning Corp | 50 | $18.5K | 0.02% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 50 | $18.5K | 0.00% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 50 | $18.5K | 0.01% | +25+100.0% | Added |
| Regatta Research & Money Management | 50 | $18.5K | 0.02% | +50 | New |
| Salem Investment Counselors Inc | 51 | $18.9K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 56 | $20.8K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 60 | $22.2K | 0.02% | +12+25.0% | Added |
| High Point Wealth Management, LLC | 61 | $22.5K | 0.02% | 00.0% | Unchanged |
| Financial Life Planners | 61 | $22.6K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 61 | $22.6K | 0.01% | +4+7.0% | Added |
| BNP Paribas | 61 | $22.9K | 0.00% | −1,043−94.5% | Reduced |
| Hoey Investments, Inc | 62 | $23.0K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 62 | $23.2K | 0.01% | +61+6,100.0% | Added |
| Vaquero Private Wealth, Ltd | 63 | $23.3K | 0.00% | +63 | New |
| Kemnay Advisory Services Inc. | 66 | $24.5K | 0.00% | −3−4.3% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 68 | $25.0K | 0.01% | 00.0% | Unchanged |
| Financial Consulate, Inc | 70 | $25.8K | 0.00% | +2+2.9% | Added |
| Miller Capital Partners, Inc. | 70 | $25.9K | 0.01% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 71 | $26.3K | 0.01% | +29+69.0% | Added |
| Avion Wealth | 74 | $27.0K | 0.01% | +5+7.2% | Added |
| Southern Michigan Bank & Trust | 73 | $27.1K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 73 | $27.1K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 74 | $27.4K | 0.02% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 74 | $27.4K | 0.01% | 00.0% | Unchanged |
| Downshift Financial, LLC | 78 | $28.9K | 0.01% | +78 | New |
| Dogwood Wealth Management LLC | 80 | $29.6K | 0.01% | +18+29.0% | Added |
| Ogorek Anthony Joseph | 81 | $30.0K | 0.01% | +20+32.8% | Added |
| Tidemark, LLC | 81 | $30.0K | 0.01% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 83 | $30.8K | 0.01% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 83 | $30.8K | 0.02% | +1+1.2% | Added |
| Signature Equity Partners, LLC | 84 | $31.3K | 0.01% | +3+3.7% | Added |
| Medallion Wealth Advisors, LLC | 87 | $32.2K | 0.01% | −8−8.4% | Reduced |
| McMillan Office, Inc. | 88 | $32.6K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 89 | $33.0K | 0.00% | +24+36.9% | Added |
| Bernard Wealth Management Corp. | 90 | $33.4K | 0.01% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 91 | $33.7K | 0.02% | 00.0% | Unchanged |
| Community Financial Services Group, LLC | 95 | $35.0K | 0.01% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 97 | $35.9K | 0.01% | +31+47.0% | Added |
| Wilkerson Advisory Group LLC | 98 | $36.3K | 0.01% | +14+16.7% | Added |
| Centerpoint Advisors, LLC | 100 | $37.0K | 0.01% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 100 | $37.1K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 100 | $37.1K | 0.01% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 100 | $37.1K | 0.03% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 100 | $37.1K | 0.03% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 100 | $37.1K | 0.01% | +2+2.0% | Added |
| SOA Wealth Advisors, LLC. | 101 | $37.3K | 0.01% | −746−88.1% | Reduced |
| Joseph Group Capital Management | 101 | $37.4K | 0.01% | +13+14.8% | Added |
| Hilton Head Capital Partners, LLC | 102 | $37.8K | 0.02% | 00.0% | Unchanged |
| 3 Factor Indexing, LLC | 102 | $37.8K | 0.03% | 00.0% | Unchanged |
| Rachor Investment Advisory Services, LLC | 104 | $38.5K | 0.02% | 00.0% | Unchanged |
| Birchwood Financial Partners, Inc. | 105 | $38.9K | 0.03% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 105 | $38.9K | 0.04% | +22+26.5% | Added |
| Private Wealth Asset Management, LLC | 108 | $40.0K | 0.00% | 00.0% | Unchanged |
| Sankala Group LLC | 114 | $40.9K | 0.03% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 127 | $41.5K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 113 | $41.9K | 0.00% | +3+2.7% | Added |
| Signature Resources Capital Management, LLC | 118 | $43.7K | 0.02% | +1+0.9% | Added |
| Triumph Capital Management | 118 | $43.7K | 0.01% | +3+2.6% | Added |
| Axxion S.A. | 122 | $45.2K | 0.00% | +122 | New |
| Pacifica Partners Inc. | 124 | $46.2K | 0.01% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 125 | $46.3K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 129 | $47.8K | 0.01% | +3+2.4% | Added |
| NVWM, LLC | 130 | $48.2K | 0.01% | +2+1.6% | Added |
| Crewe Advisors LLC | 130 | $48.2K | 0.00% | +67+106.3% | Added |
| Cornerstone Planning Group LLC | 133 | $49.1K | 0.01% | −23−14.7% | Reduced |
| West Financial Advisors, LLC | 135 | $50.0K | 0.01% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 138 | $51.1K | 0.04% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 139 | $51.5K | 0.01% | +2+1.5% | Added |
| Wellington-Altus USA Inc. | 159 | $52.0K | 0.04% | −170−51.7% | Reduced |
| Johnson Financial Group, Inc. | 142 | $52.6K | 0.00% | −454−76.2% | Reduced |
| Mascoma Wealth Management LLC | 143 | $53.0K | 0.01% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 145 | $53.7K | 0.01% | +145 | New |
| Spectrum Wealth Advisory Group, LLC | 146 | $54.3K | 0.02% | +146 | New |
| Quaker Wealth Management, LLC | 151 | $56.0K | 0.02% | 00.0% | Unchanged |
| Valley National Advisers Inc | 156 | $57.9K | 0.01% | −25−13.8% | Reduced |
| Kimelman & Baird, LLC | 157 | $58.2K | 0.00% | −18−10.3% | Reduced |
| Navigoe, LLC | 161 | $59.0K | 0.03% | +1+0.6% | Added |
| Private Wealth Management Group, LLC | 166 | $61.5K | 0.01% | −3−1.8% | Reduced |
| Action Point Financial Planning, LLC | 170 | $61.9K | 0.01% | +170 | New |
| Covestor Ltd | 167 | $62.0K | 0.04% | +104+165.1% | Added |
| ORG Wealth Partners, LLC | 169 | $62.6K | 0.01% | 00.0% | Unchanged |
| Vima LLC | 174 | $64.5K | 0.06% | +174 | New |
| N.E.W. Advisory Services LLC | 177 | $65.6K | 0.00% | +4+2.3% | Added |
| GW&K Investment Management, LLC | 180 | $67.0K | 0.00% | −10−5.3% | Reduced |
| LFA - Lugano Financial Advisors SA | 182 | $67.4K | 0.04% | 00.0% | Unchanged |