| ZRC Wealth Management, LLC | 642 | $66.6K | 0.02% | +642 | New |
| National Bank of Canada | 636 | $65.8K | 0.00% | −296−31.8% | Reduced |
| Vermillion Wealth Management, Inc. | 600 | $62.3K | 0.02% | +100+20.0% | Added |
| Golden State Wealth Management, LLC | 517 | $53.6K | 0.01% | +5+1.0% | Added |
| Archer Investment Corp | 517 | $53.6K | 0.01% | +17+3.4% | Added |
| Hoey Investments, Inc | 500 | $51.9K | 0.01% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 500 | $51.9K | 0.02% | +500 | New |
| Caldwell Sutter Capital, Inc. | 486 | $50.4K | 0.02% | −10−2.0% | Reduced |
| Strategic Investment Solutions, Inc. | 0 | $50.4K | 0.01% | 0 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 470 | $48.8K | 0.02% | +270+135.0% | Added |
| Grove Bank & Trust | 467 | $48.5K | 0.01% | +127+37.4% | Added |
| RWM Asset Management, LLC | 451 | $46.8K | 0.01% | +451 | New |
| Chung Wu Investment Group, LLC | 450 | $46.7K | 0.04% | +350+350.0% | Added |
| Center for Financial Planning, Inc. | 436 | $45.2K | 0.00% | +230+111.7% | Added |
| Banque Cantonale Vaudoise | 424 | $44.0K | 0.00% | +135+46.7% | Added |
| Brown Brothers Harriman & Co | 424 | $44.0K | 0.00% | +424 | New |
| Keating Financial Advisory Services, Inc. | 422 | $43.8K | 0.01% | +422 | New |
| Elequin Capital LP | 418 | $43.4K | 0.00% | −508−54.9% | Reduced |
| Western Pacific Wealth Management, LP | 400 | $41.5K | 0.04% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 400 | $41.5K | 0.00% | +400 | New |
| Northwestern Mutual Wealth Management Co | 365 | $37.9K | 0.00% | +75+25.9% | Added |
| Armstrong Advisory Group, Inc | 360 | $37.4K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 360 | $37.4K | 0.00% | +28+8.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 331 | $34.3K | 0.00% | +278+524.5% | Added |
| FIL Ltd | 13,057 | $33.6K | 0.00% | −212−1.6% | Reduced |
| SHP Wealth Management | 318 | $33.0K | 0.00% | +9+2.9% | Added |
| Root Financial Partners, LLC | 315 | $32.7K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 302 | $31.3K | 0.02% | −44−12.7% | Reduced |
| Caldwell Trust Co | 300 | $31.1K | 0.00% | +300 | New |
| Avion Wealth | 300 | $31.0K | 0.01% | 00.0% | Unchanged |
| Stance Capital LLC | 298 | $30.9K | 0.02% | +298 | New |
| NBC Securities, Inc. | 291 | $30.2K | 0.00% | −32−9.9% | Reduced |
| Rosenberg Matthew Hamilton | 268 | $27.8K | 0.01% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 264 | $27.4K | 0.00% | +264 | New |
| Sound Income Strategies, LLC | 260 | $26.5K | 0.00% | +100+62.5% | Added |
| Truvestments Capital LLC | 241 | $25.0K | 0.00% | +241 | New |
| Tower Research Capital LLC (TRC) | 240 | $24.9K | 0.00% | +240 | New |
| Smartleaf Asset Management LLC | 263 | $24.3K | 0.00% | +227+630.6% | Added |
| Strive Financial Group ,LLC | 235 | $24.0K | 0.01% | +235 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 224 | $23.2K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 211 | $21.9K | 0.00% | +206+4,120.0% | Added |
| Assetmark, Inc | 208 | $21.6K | 0.00% | −546−72.4% | Reduced |
| ORG Wealth Partners, LLC | 204 | $21.2K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 200 | $20.8K | 0.01% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 200 | $20.4K | 0.01% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 182 | $18.9K | 0.00% | +182 | New |
| GAMMA Investing LLC | 179 | $18.6K | 0.00% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 163 | $16.9K | 0.00% | −62−27.6% | Reduced |
| Lodestone Wealth Management LLC | 155 | $16.1K | 0.01% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 138 | $14.3K | 0.00% | +138 | New |
| Signature Equity Partners, LLC | 133 | $13.8K | 0.01% | −605−82.0% | Reduced |
| CNB Bank | 133 | $13.8K | 0.01% | +133 | New |
| Salomon & Ludwin, LLC | 124 | $13.5K | 0.00% | +52+72.2% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 120 | $12.5K | 0.01% | +120 | New |
| Massmutual Trust Co FSB | 117 | $12.1K | 0.00% | +16+15.8% | Added |
| Owl Creek Wealth Partners LLC | 117 | $12.1K | 0.00% | +117 | New |
| Scarborough Advisors, LLC | 116 | $12.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 116 | $12.0K | 0.00% | +116 | New |
| IAG Wealth Partners, LLC | 105 | $10.9K | 0.00% | −6−5.4% | Reduced |
| Manchester Capital Management LLC | 100 | $10.4K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 100 | $10.4K | 0.01% | +25+33.3% | Added |
| Islay Capital Management, LLC | 100 | $10.4K | 0.01% | +100 | New |
| N.E.W. Advisory Services LLC | 100 | $10.4K | 0.00% | +100 | New |
| UMA Financial Services, Inc. | 95 | $9.86K | 0.00% | +95 | New |
| Copia Wealth Management | 95 | $9.86K | 0.01% | −38−28.6% | Reduced |
| North Star Investment Management Corp. | 95 | $9.86K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 95 | $9.86K | 0.01% | +95 | New |
| Ballast Advisors LLC | 93 | $9.65K | 0.00% | +93 | New |
| Abound Wealth Management | 92 | $9.55K | 0.00% | −1−1.1% | Reduced |
| Colonial Trust Co | 100 | $9.23K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 79 | $8.20K | 0.00% | −1,000−92.7% | Reduced |
| Eastern Bank | 75 | $7.78K | 0.00% | +75 | New |
| Friedenthal Financial | 75 | $7.78K | 0.00% | +75 | New |
| Atlantic Edge Private Wealth Management, LLC | 75 | $7.78K | 0.00% | +75 | New |
| Strengthening Families & Communities, LLC | 70 | $7.26K | 0.00% | −2,213−96.9% | Reduced |
| Sachetta, LLC | 67 | $6.95K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 63 | $6.54K | 0.00% | +63 | New |
| SJS Investment Consulting Inc. | 61 | $6.33K | 0.00% | +6+10.9% | Added |
| Washington Trust Advisors, Inc. | 59 | $6.12K | 0.00% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 54 | $5.60K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 53 | $5.50K | 0.00% | −30−36.1% | Reduced |
| Triumph Capital Management | 53 | $5.50K | 0.00% | +50+1,666.7% | Added |
| Aspect Partners, LLC | 52 | $5.40K | 0.00% | +27+108.0% | Added |
| Advocate Investing Services LLC | 50 | $5.19K | 0.00% | +50 | New |
| Rachor Investment Advisory Services, LLC | 49 | $5.08K | 0.00% | −2−3.9% | Reduced |
| Prosperity Bancshares Inc | 49 | $5.08K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 47 | $4.88K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 47 | $4.88K | 0.00% | +47 | New |
| TFC Financial Management | 46 | $4.77K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 41 | $4.00K | 0.00% | +5+13.9% | Added |
| RHL Group, LLC | 38 | $3.94K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 38 | $3.94K | 0.00% | +38 | New |
| Game Plan Financial Advisors, LLC | 35 | $3.63K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 31 | $3.22K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 30 | $3.11K | 0.00% | +20+200.0% | Added |
| Twin Peaks Wealth Advisors, LLC | 29 | $3.01K | 0.00% | +29 | New |
| McGuire Capital Advisors Inc | 28 | $2.90K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 27 | $2.80K | 0.00% | +27 | New |
| Moisand Fitzgerald Tamayo, LLC | 25 | $2.59K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 25 | $2.59K | 0.00% | +25 | New |
