| JTC Employer Solutions Trusteee Ltd | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 201 | $2.99K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 200 | $2.98K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 200 | $2.98K | 0.00% | +195+3,900.0% | Added |
| Private Wealth Management Group, LLC | 197 | $2.93K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 197 | $2.93K | 0.00% | −9−4.4% | Reduced |
| JNBA Financial Advisors | 196 | $2.92K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 191 | $2.84K | 0.00% | −115−37.6% | Reduced |
| Westside Investment Management, Inc. | 190 | $2.83K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 188 | $2.81K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 179 | $2.67K | 0.00% | −983−84.6% | Reduced |
| Cranbrook Wealth Management, LLC | 179 | $2.67K | 0.00% | −1−0.6% | Reduced |
| Costello Asset Management, INC | 179 | $2.66K | 0.00% | +179 | New |
| Edmond de Rothschild Holding S.A. | 178 | $2.64K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 177 | $2.64K | 0.00% | +27+18.0% | Added |
| Boit C F David | 177 | $2.63K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 167 | $2.49K | 0.00% | −21−11.2% | Reduced |
| Crowley Wealth Management, Inc. | 165 | $2.46K | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 165 | $2.46K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 161 | $2.40K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 160 | $2.38K | 0.00% | +3+1.9% | Added |
| Sandy Spring Bank | 154 | $2.29K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 154 | $2.29K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 146 | $2.17K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 4 | $2.04K | 0.00% | −133−97.1% | Reduced |
| Capital Advisors, Ltd. LLC | 151 | $2.00K | 0.00% | −8−5.0% | Reduced |
| Hoey Investments, Inc | 134 | $2.00K | 0.00% | −9−6.3% | Reduced |
| Rise Advisors, LLC | 133 | $1.99K | 0.00% | +63+90.0% | Added |
| Bogart Wealth, LLC | 133 | $1.98K | 0.00% | +30+29.1% | Added |
| Cape Investment Advisory, Inc. | 130 | $1.94K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 126 | $1.88K | 0.00% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 121 | $1.80K | 0.00% | +121 | New |
| Caitong International Asset Management Co., Ltd | 116 | $1.73K | 0.00% | +80+222.2% | Added |
| Global Financial Private Client, LLC | 115 | $1.72K | 0.00% | +17+17.3% | Added |
| Banque Transatlantique SA | 115 | $1.71K | 0.00% | −20−14.8% | Reduced |
| Stone House Investment Management, LLC | 115 | $1.71K | 0.00% | +115 | New |
| Nalls Sherbakoff Group, LLC | 113 | $1.68K | 0.00% | +113 | New |
| Bokf, NA | 110 | $1.64K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 104 | $1.55K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 103 | $1.53K | 0.00% | +1+1.0% | Added |
| Financial Perspectives, Inc | 103 | $1.53K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 103 | $1.53K | 0.00% | +3+3.0% | Added |
| Salomon & Ludwin, LLC | 102 | $1.52K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 101 | $1.50K | 0.00% | −94,843−99.9% | Reduced |
| Cornerstone National Bank & Trust Co | 100 | $1.49K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 99 | $1.47K | 0.00% | −6−5.7% | Reduced |
| Smallwood Wealth Investment Management, LLC | 98 | $1.47K | 0.00% | +98 | New |
| Boyd Watterson Asset Management LLC | 98 | $1.46K | 0.00% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 98 | $1.46K | 0.00% | 00.0% | Unchanged |
| Garde Capital, Inc. | 96 | $1.43K | 0.00% | +96 | New |
| BNP Paribas | 95 | $1.42K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 93 | $1.39K | 0.00% | −27−22.5% | Reduced |
| NewSquare Capital LLC | 89 | $1.32K | 0.00% | −59−39.9% | Reduced |
| American National Bank | 88 | $1.31K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 82 | $1.23K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 82 | $1.22K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 81 | $1.21K | 0.00% | +81 | New |
| Sachetta, LLC | 80 | $1.19K | 0.00% | −77−49.0% | Reduced |
| ZRC Wealth Management, LLC | 76 | $1.14K | 0.00% | +1+1.3% | Added |
| 1620 Investment Advisors, Inc. | 75 | $1.12K | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 74 | $1.10K | 0.00% | +5+7.2% | Added |
| Wealth Preservation Advisors, LLC | 72 | $1.07K | 0.00% | +72 | New |
| Creekmur Asset Management LLC | 72 | $1.07K | 0.00% | +54+300.0% | Added |
| Semmax Financial Advisors Inc. | 121 | $1.06K | 0.00% | +2+1.7% | Added |
| Battery Global Advisors, LLC | 71 | $1.06K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 70 | $1.04K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 68 | $1.01K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 68 | $1.01K | 0.00% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 51 | $1.00K | 0.00% | −1,600−96.9% | Reduced |
| GW&K Investment Management, LLC | 46 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 86 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 93 | $1.00K | 0.00% | +26+38.8% | Added |
| McClarren Financial Advisors, Inc. | 81 | $1.00K | 0.00% | −32−28.3% | Reduced |
| Resources Management Corp | 45 | $1.00K | 0.00% | +45 | New |
| Valley National Advisers Inc | 81 | $1.00K | 0.00% | +81 | New |
| Main Street Group, LTD | 66 | $974 | 0.00% | +6+10.0% | Added |
| Bartlett & Co. Wealth Management LLC | 65 | $968 | 0.00% | 00.0% | Unchanged |
| CNB Bank | 64 | $953 | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 64 | $953 | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 63 | $938 | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 63 | $938 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 62 | $924 | 0.00% | +2+3.3% | Added |
| ROSS\JOHNSON & Associates LLC | 62 | $923 | 0.02% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 62 | $916 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 61 | $908 | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 59 | $879 | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 58 | $863 | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 56 | $834 | 0.00% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 56 | $834 | 0.00% | 00.0% | Unchanged |
| Lavaca Capital LLC | 55 | $819 | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 51 | $759 | 0.00% | −5−8.9% | Reduced |
| Private Wealth Asset Management, LLC | 51 | $759 | 0.00% | +51 | New |
| Archer Investment Corp | 50 | $745 | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 50 | $745 | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 50 | $745 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 50 | $740 | 0.00% | +1+2.0% | Added |
| Rossby Financial, LCC | 60 | $732 | 0.00% | +60 | New |
| Greenline Partners, LLC | 48 | $715 | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 48 | $715 | 0.00% | +48 | New |
| Twin Lakes Capital Management, LLC | 48 | $713 | 0.00% | +1+2.1% | Added |