| GW&K Investment Management, LLC | 337 | $10.0K | 0.00% | −45−11.8% | Reduced |
| Ameriflex Group, Inc. | 320 | $9.44K | 0.00% | −920−74.2% | Reduced |
| Country Trust Bank | 318 | $9.38K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 312 | $9.20K | 0.00% | +296+1,850.0% | Added |
| Sachetta, LLC | 310 | $9.14K | 0.01% | −27−8.0% | Reduced |
| Bank & Trust Co | 306 | $9.02K | 0.01% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 300 | $9.00K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management Services Ltd | 304 | $8.96K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 302 | $8.91K | 0.00% | −20−6.2% | Reduced |
| Quintet Private Bank (Europe) S.A. | 302 | $8.91K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 300 | $8.85K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 300 | $8.85K | 0.00% | +300 | New |
| Private Trust Co NA | 280 | $8.26K | 0.00% | +192+218.2% | Added |
| SRS Capital Advisors, Inc. | 274 | $8.08K | 0.00% | +274 | New |
| Atlantic Union Bankshares Corp | 273 | $8.05K | 0.00% | −67−19.7% | Reduced |
| TD Waterhouse Canada Inc. | 264 | $7.79K | 0.00% | −534−66.9% | Reduced |
| Armstrong Advisory Group, Inc | 263 | $7.76K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 261 | $7.70K | 0.00% | −393−60.1% | Reduced |
| Ofi Invest Asset Management | 298 | $7.48K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 250 | $7.37K | 0.01% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 235 | $6.93K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 230 | $6.78K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 229 | $6.75K | 0.00% | −21−8.4% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 215 | $6.34K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 210 | $6.19K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 210 | $6.19K | 0.00% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 203 | $5.99K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 200 | $5.90K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 200 | $5.90K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 200 | $5.90K | 0.00% | 00.0% | Unchanged |
| Vision Retirement, LLC | 200 | $5.90K | 0.00% | +200 | New |
| Quent Capital, LLC | 198 | $5.84K | 0.00% | −108−35.3% | Reduced |
| Union Bancaire Privee, UBP SA | 200 | $5.63K | 0.00% | −1,800−90.0% | Reduced |
| GoalVest Advisory LLC | 175 | $5.16K | 0.00% | +175 | New |
| SHP Wealth Management | 164 | $4.84K | 0.00% | +164 | New |
| Trust Co of Vermont | 150 | $4.42K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 150 | $4.42K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 150 | $4.42K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 146 | $4.31K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 145 | $4.28K | 0.00% | +45+45.0% | Added |
| Clearstead Advisors, LLC | 141 | $4.16K | 0.00% | +11+8.5% | Added |
| Prestige Wealth Management Group LLC | 137 | $4.04K | 0.00% | +6+4.6% | Added |
| Strategic Wealth Partners, Ltd. | 137 | $4.04K | 0.00% | −29−17.5% | Reduced |
| Meeder Asset Management Inc | 137 | $4.04K | 0.00% | −1−0.7% | Reduced |
| Atlantic Private Wealth, LLC | 136 | $4.01K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 136 | $4.00K | 0.00% | +80+142.9% | Added |
| Keating Financial Advisory Services, Inc. | 135 | $3.98K | 0.00% | +135 | New |
| Private Wealth Asset Management, LLC | 127 | $3.75K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 126 | $3.72K | 0.00% | +126 | New |
| Private Wealth Management Group, LLC | 124 | $3.66K | 0.00% | −148−54.4% | Reduced |
| Kennebec Savings Bank | 121 | $3.57K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 118 | $3.48K | 0.00% | −80−40.4% | Reduced |
| Optima Capital LLC | 115 | $3.39K | 0.00% | +115 | New |
| CBIZ Investment Advisory Services, LLC | 111 | $3.27K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 104 | $3.07K | 0.00% | −35−25.2% | Reduced |
| Brown Shipley& Co Ltd | 104 | $3.07K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 109 | $3.00K | 0.00% | 00.0% | Unchanged |
| IFC & Insurance Marketing, Inc. | 100 | $3.00K | 0.00% | +100 | New |
| Chelsea Counsel Co | 100 | $2.95K | 0.00% | −2−2.0% | Reduced |
| Delta Asset Management LLC | 100 | $2.95K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 100 | $2.95K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 100 | $2.95K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 100 | $2.95K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 100 | $2.95K | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 100 | $2.95K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 100 | $2.95K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 96 | $2.83K | 0.00% | −78−44.8% | Reduced |
| GPS Wealth Strategies Group, LLC | 95 | $2.80K | 0.00% | −98−50.8% | Reduced |
| Root Financial Partners, LLC | 95 | $2.80K | 0.00% | −77−44.8% | Reduced |
| Millstone Evans Group, LLC | 87 | $2.57K | 0.00% | 00.0% | Unchanged |
| DB Fitzpatrick & Co, Inc | 85 | $2.51K | 0.00% | −15−15.0% | Reduced |
| ORG Partners LLC | 83 | $2.44K | 0.00% | −319−79.4% | Reduced |
| Howard Hughes Medical Institute | 75 | $2.21K | 0.00% | +1+1.4% | Added |
| Bell Investment Advisors, Inc | 75 | $2.21K | 0.00% | +7+10.3% | Added |
| ZRC Wealth Management, LLC | 74 | $2.18K | 0.00% | +44+146.7% | Added |
| Financial Network Wealth Advisors LLC | 74 | $2.18K | 0.00% | −70−48.6% | Reduced |
| Bruce G. Allen Investments, LLC | 72 | $2.12K | 0.00% | −39−35.1% | Reduced |
| Eq Wealth Advisors, LLC | 69 | $2.04K | 0.00% | +69 | New |
| Close Asset Management Ltd | 75 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 64 | $1.89K | 0.00% | −103−61.7% | Reduced |
| Louisbourg Investments Inc. | 62 | $1.83K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 60 | $1.77K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 56 | $1.65K | 0.00% | +56 | New |
| Abound Wealth Management | 55 | $1.62K | 0.00% | −8−12.7% | Reduced |
| Insight Financial Services | 55 | $1.62K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 53 | $1.56K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 51 | $1.50K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 50 | $1.48K | 0.00% | 00.0% | Unchanged |
| City State Bank | 50 | $1.48K | 0.00% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 50 | $1.48K | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 44 | $1.44K | 0.00% | +44 | New |
| Raffa Wealth Management, LLC | 48 | $1.42K | 0.00% | +1+2.1% | Added |
| Glen Eagle Advisors, LLC | 47 | $1.39K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 46 | $1.36K | 0.00% | +46 | New |
| Blume Capital Management, Inc. | 45 | $1.33K | 0.00% | 00.0% | Unchanged |
| Monetary Solutions, Ltd | 45 | $1.33K | 0.00% | +45 | New |
| Retirement Wealth Solutions LLC | 44 | $1.30K | 0.00% | +6+15.8% | Added |
| Smallwood Wealth Investment Management, LLC | 41 | $1.21K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 40 | $1.18K | 0.00% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 40 | $1.18K | 0.00% | 00.0% | Unchanged |