| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 175 | $26.5K | 0.00% | −350−66.7% | Reduced |
| Cranbrook Wealth Management, LLC | 200 | $25.8K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 200 | $25.8K | 0.01% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 200 | $25.8K | 0.01% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 200 | $25.8K | 0.02% | +50+33.3% | Added |
| REAP Financial Group, LLC | 200 | $25.8K | 0.01% | +94+88.7% | Added |
| Financial Life Planners | 196 | $25.4K | 0.02% | +196 | New |
| WPG Advisers, LLC | 194 | $25.0K | 0.02% | +194 | New |
| Holos Integrated Wealth LLC | 194 | $25.0K | 0.02% | +194 | New |
| Keener Financial Planning LLC | 196 | $25.0K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 187 | $24.2K | 0.01% | −209−52.8% | Reduced |
| Ogorek Anthony Joseph | 193 | $24.0K | 0.01% | −20−9.4% | Reduced |
| Minot DeBlois Advisors LLC | 185 | $23.9K | 0.02% | +185 | New |
| Transcendent Capital Group LLC | 184 | $23.8K | 0.01% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 178 | $23.0K | 0.02% | +178 | New |
| CGC Financial Services, LLC | 178 | $23.0K | 0.01% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 171 | $22.1K | 0.02% | +171 | New |
| Atlantic Edge Private Wealth Management, LLC | 170 | $21.9K | 0.01% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 167 | $21.6K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 166 | $21.4K | 0.00% | −950−85.1% | Reduced |
| DB Fitzpatrick & Co, Inc | 165 | $21.3K | 0.02% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 160 | $20.7K | 0.00% | −436−73.2% | Reduced |
| Security National Bank | 160 | $20.7K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 157 | $20.0K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 129 | $19.6K | 0.00% | +5+4.0% | Added |
| Retirement Wealth Solutions LLC | 147 | $19.3K | 0.02% | +147 | New |
| Riggs Asset Managment Co. Inc. | 146 | $18.9K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 145 | $18.7K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 145 | $18.7K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 139 | $18.0K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 132 | $17.1K | 0.02% | +1+0.8% | Added |
| Continuum Advisory, LLC | 132 | $17.0K | 0.00% | −3−2.2% | Reduced |
| Roxbury Financial LLC | 126 | $16.9K | 0.02% | +126 | New |
| Promus Capital, LLC | 130 | $16.8K | 0.01% | +130 | New |
| Hoey Investments, Inc | 128 | $16.5K | 0.00% | −15−10.5% | Reduced |
| Avion Wealth | 126 | $16.0K | 0.00% | +2+1.6% | Added |
| MUFG Securities EMEA plc | 122 | $15.7K | 0.00% | −258−67.9% | Reduced |
| ORG Wealth Partners, LLC | 121 | $15.6K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 120 | $15.5K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 117 | $15.1K | 0.01% | +117 | New |
| FPC Investment Advisory, Inc. | 98 | $14.9K | 0.01% | +98 | New |
| Darwin Advisors, LLC | 113 | $14.6K | 0.00% | 00.0% | Unchanged |
| Sherman Asset Management, Inc. | 111 | $14.3K | 0.01% | +111 | New |
| Kiely Wealth Advisory Group, Inc. | 95 | $14.2K | 0.01% | 00.0% | Unchanged |
| Investment Management Corp | 110 | $14.2K | 0.01% | +110 | New |
| Creekmur Asset Management LLC | 103 | $13.4K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 102 | $13.2K | 0.00% | −42−29.2% | Reduced |
| CKW Financial Group | 100 | $13.0K | 0.00% | +100 | New |
| Newton One Investments LLC | 100 | $13.0K | 0.00% | +100 | New |
| Game Plan Financial Advisors, LLC | 100 | $12.9K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 100 | $12.9K | 0.01% | −100−50.0% | Reduced |
| St. Johns Investment Management Company, LLC | 100 | $12.9K | 0.01% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 100 | $12.9K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 100 | $12.9K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 100 | $12.9K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 100 | $12.9K | 0.00% | 00.0% | Unchanged |
| EnRich Financial Partners LLC | 100 | $12.9K | 0.00% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 100 | $12.9K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 100 | $12.9K | 0.01% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 100 | $12.9K | 0.01% | +100 | New |
| Tucker Asset Management LLC | 95 | $12.3K | 0.00% | +14+17.3% | Added |
| Bellwether Advisors, LLC | 92 | $11.9K | 0.00% | +92 | New |
| Front Row Advisors LLC | 90 | $11.6K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 89 | $11.5K | 0.02% | +89 | New |
| AlphaMark Advisors, LLC | 82 | $11.0K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 100 | $10.9K | 0.00% | +100 | New |
| CBIZ Investment Advisory Services, LLC | 83 | $10.7K | 0.00% | +1+1.2% | Added |
| MPWM Advisory Solutions, LLC | 80 | $10.3K | 0.01% | +80 | New |
| CarsonAllaria Wealth Management, Ltd. | 78 | $10.1K | 0.01% | −26−25.0% | Reduced |
| William B. Walkup & Associates, Inc. | 78 | $10.1K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 78 | $10.1K | 0.00% | +6+8.3% | Added |
| Moser Wealth Advisors, LLC | 75 | $9.68K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 73 | $9.42K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 71 | $9.16K | 0.00% | −83−53.9% | Reduced |
| Gould Capital, LLC | 71 | $9.16K | 0.01% | 00.0% | Unchanged |
| Human Investing LLC | 69 | $8.94K | 0.00% | +69 | New |
| Union Bancaire Privee, UBP SA | 68 | $8.78K | 0.00% | +68 | New |
| Park Square Financial Group, LLC | 66 | $8.52K | 0.01% | +66 | New |
| Quest Partners LLC | 64 | $8.26K | 0.00% | +60+1,500.0% | Added |
| SIMA Wealth Partners, LLC | 62 | $8.00K | 0.01% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 60 | $7.75K | 0.00% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 60 | $7.75K | 0.01% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 60 | $7.69K | 0.00% | 00.0% | Unchanged |
| Northwest Bank & Trust Co | 54 | $7.21K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 55 | $7.00K | 0.01% | −80−59.3% | Reduced |
| Murphy & Mullick Capital Management Corp | 50 | $6.45K | 0.01% | +50 | New |
| ZynergyRetirementPlanningLLC | 45 | $6.15K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 47 | $6.07K | 0.00% | −28−37.3% | Reduced |
| BankPlus Trust Department | 47 | $6.07K | 0.00% | +47 | New |
| Kozak & Associates, Inc. | 44 | $5.72K | 0.00% | −239−84.5% | Reduced |
| Whipplewood Advisors, LLC | 43 | $5.55K | 0.00% | +43 | New |
| Atwood & Palmer Inc | 42 | $5.42K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 40 | $5.16K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 43 | $5.00K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 38 | $4.91K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 36 | $4.71K | 0.00% | +6+20.0% | Added |
| Hurley Capital, LLC | 31 | $4.67K | 0.00% | +31 | New |
| NewSquare Capital LLC | 35 | $4.54K | 0.00% | +35 | Added |
| Friedenthal Financial | 33 | $4.26K | 0.00% | −5,961−99.4% | Reduced |
| YANKCOM Partnership | 33 | $4.26K | 0.00% | +33 | New |