| Harbor Investment Advisory, LLC | 501 | $51.1K | 0.00% | +1+0.2% | Added |
| Flagship Harbor Advisors, LLC | 490 | $50.1K | 0.00% | +490 | New |
| Signature Equity Partners, LLC | 460 | $46.9K | 0.03% | +460 | New |
| Essential Partners LLC | 448 | $45.7K | 0.01% | +1+0.2% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 400 | $45.3K | 0.00% | +400 | New |
| Trust Co of Vermont | 443 | $45.2K | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 440 | $45.0K | 0.03% | 00.0% | Unchanged |
| True Wealth Design, LLC | 441 | $45.0K | 0.01% | −2−0.5% | Reduced |
| Wellington Grp LLC | 440 | $44.9K | 0.01% | +440 | New |
| Larson Financial Group LLC | 438 | $44.7K | 0.00% | +110+33.5% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 412 | $44.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 431 | $43.9K | 0.00% | +1+0.2% | Added |
| First Horizon Corp | 412 | $42.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 401 | $40.9K | 0.00% | +81+25.3% | Added |
| Key Financial Inc | 397 | $40.5K | 0.01% | 00.0% | Unchanged |
| Torren Management, LLC | 395 | $40.3K | 0.02% | +395 | New |
| Basepoint Wealth LLC | 393 | $40.2K | 0.02% | +393 | New |
| Birchwood Financial Partners, Inc. | 391 | $39.9K | 0.04% | +391 | New |
| Elyxium Wealth, LLC | 355 | $36.2K | 0.01% | +355 | New |
| Root Financial Partners, LLC | 343 | $35.0K | 0.00% | +31+9.9% | Added |
| New England Capital Financial Advisors LLC | 323 | $32.9K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 317 | $32.3K | 0.00% | +317 | New |
| Manchester Capital Management LLC | 308 | $31.4K | 0.00% | +173+128.1% | Added |
| Park Square Financial Group, LLC | 419 | $28.6K | 0.17% | −78−15.7% | Reduced |
| Ritter Daniher Financial Advisory LLC | 274 | $27.9K | 0.00% | +274 | New |
| Covestor Ltd | 266 | $27.0K | 0.01% | −54−16.9% | Reduced |
| Strategic Wealth Partners, Ltd. | 253 | $25.8K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 241 | $25.7K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 238 | $24.3K | 0.00% | +238 | New |
| Rakuten Securities, Inc. | 225 | $22.9K | 0.01% | −31−12.1% | Reduced |
| Central Pacific Bank - Trust Division | 219 | $22.3K | 0.00% | +219 | New |
| SageView Advisory Group, LLC | 217 | $22.1K | 0.00% | +217 | New |
| Sittner & Nelson, LLC | 196 | $22.1K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 210 | $21.4K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 208 | $21.2K | 0.00% | +79+61.2% | Added |
| Centerpoint Advisors, LLC | 207 | $21.0K | 0.01% | −41−16.5% | Reduced |
| HHM Wealth Advisors, LLC | 200 | $20.4K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 185 | $18.9K | 0.00% | 00.0% | Unchanged |
| General Partner, Inc. | 184 | $18.8K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 183 | $18.7K | 0.00% | +183 | New |
| Creative Financial Designs Inc | 179 | $18.3K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 179 | $18.3K | 0.01% | −17−8.7% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 166 | $16.9K | 0.00% | 00.0% | Unchanged |
| Commonwealth Retirement Investments LLC | 164 | $16.7K | 0.01% | +164 | New |
| Basecamp Wealth Advisors LLC | 157 | $16.0K | 0.00% | +157 | New |
| Farmers & Merchants Investments Inc | 148 | $15.1K | 0.00% | +5+3.5% | Added |
| JFS Wealth Advisors, LLC | 148 | $15.1K | 0.00% | +39+35.8% | Added |
| Ares Financial Consulting, LLC | 148 | $15.1K | 0.01% | +148 | New |
| Rossby Financial, LCC | 141 | $14.4K | 0.00% | +27+23.7% | Added |
| EFG International AG | 133 | $13.6K | 0.00% | +133 | New |
| Ronald Blue Trust, Inc. | 131 | $13.4K | 0.00% | +58+79.5% | Added |
| SHP Wealth Management | 131 | $13.4K | 0.00% | +131 | New |
| South State Corp. | 129 | $13.2K | 0.00% | +84+186.7% | Added |
| McMillan Office, Inc. | 125 | $12.7K | 0.00% | +125 | New |
| Blueline Advisors LLC | 120 | $12.2K | 0.01% | +120 | New |
| Rialto Wealth Management, LLC | 119 | $12.1K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 118 | $12.0K | 0.00% | −192−61.9% | Reduced |
| Aster Capital Management (DIFC) Ltd | 117 | $11.9K | 0.01% | +87+290.0% | Added |
| Geneos Wealth Management Inc. | 114 | $11.7K | 0.00% | +114 | New |
| DHJJ Financial Advisors, Ltd. | 114 | $11.6K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 108 | $11.0K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 107 | $10.9K | 0.00% | +107 | New |
| Quarry LP | 105 | $10.7K | 0.00% | +105 | New |
| AdvisorNet Financial, Inc | 101 | $10.3K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 99 | $10.1K | 0.00% | −17−14.7% | Reduced |
| Meeder Asset Management Inc | 99 | $10.1K | 0.00% | +68+219.4% | Added |
| Valley National Advisers Inc | 102 | $10.0K | 0.00% | −58−36.3% | Reduced |
| Holos Integrated Wealth LLC | 89 | $9.51K | 0.01% | 00.0% | Unchanged |
| S&T Bank | 90 | $9.18K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 89 | $9.07K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 87 | $8.87K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 84 | $8.57K | 0.00% | −4,967−98.3% | Reduced |
| Golden State Wealth Management, LLC | 81 | $8.26K | 0.00% | +17+26.6% | Added |
| Smithfield Trust Co | 84 | $8.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 75 | $7.60K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 74 | $7.55K | 0.00% | +35+89.7% | Added |
| MCF Advisors LLC | 72 | $7.34K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 66 | $6.73K | 0.00% | +1+1.5% | Added |
| Atlantic Trust, LLC | 65 | $6.63K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 59 | $6.02K | 0.00% | 00.0% | Unchanged |
| Quattro Advisors LLC | 57 | $5.85K | 0.00% | +57 | New |
| ORG Partners LLC | 53 | $5.43K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 51 | $5.24K | 0.00% | −10−16.4% | Reduced |
| GHP Investment Advisors, Inc. | 51 | $5.22K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 53 | $5.00K | 0.00% | −4−7.0% | Reduced |
| TD Private Client Wealth LLC | 43 | $4.38K | 0.00% | −1−2.3% | Reduced |
| Webster Bank, N. A. | 42 | $4.28K | 0.00% | 00.0% | Unchanged |
| Greenline Wealth Management LLC | 41 | $4.23K | 0.00% | +41 | New |
| Turning Point Benefit Group, Inc. | 41 | $4.18K | 0.00% | +38+1,266.7% | Added |
| Asset Planning,Inc | 39 | $3.98K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 38 | $3.88K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 38 | $3.88K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 36 | $3.69K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 36 | $3.67K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 35 | $3.57K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 33 | $3.37K | 0.00% | +33 | New |
| Ancora Advisors, LLC | 33 | $3.37K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 32 | $3.26K | 0.00% | +32 | New |
| ROSS\JOHNSON & Associates LLC | 31 | $3.16K | 0.06% | +1+3.3% | Added |
| Atlantic Union Bankshares Corp | 30 | $3.06K | 0.00% | 00.0% | Unchanged |