| Washington Trust Advisors, Inc. | 105 | $53.0K | 0.00% | −70−40.0% | Reduced |
| Deseret Mutual Benefit Administrators | 101 | $51.1K | 0.02% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 100 | $50.6K | 0.01% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 100 | $50.6K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 100 | $50.6K | 0.02% | 00.0% | Unchanged |
| Clean Yield Group | 100 | $50.6K | 0.02% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 100 | $50.6K | 0.01% | +100 | New |
| ZynergyRetirementPlanningLLC | 100 | $50.6K | 0.04% | +100 | New |
| J.Safra Asset Management Corp | 91 | $46.0K | 0.00% | +91 | New |
| ORG Partners LLC | 91 | $45.6K | 0.01% | +91 | New |
| FinTrust Capital Advisors, LLC | 87 | $44.0K | 0.01% | +20+29.9% | Added |
| Sandy Spring Bank | 86 | $43.5K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 83 | $41.0K | 0.01% | −149−64.2% | Reduced |
| Adirondack Trust Co | 81 | $41.0K | 0.02% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 78 | $39.5K | 0.01% | +78 | New |
| Sachetta, LLC | 71 | $39.1K | 0.02% | +17+31.5% | Added |
| Cherry Tree Wealth Management, LLC | 76 | $38.4K | 0.01% | +22+40.7% | Added |
| City State Bank | 75 | $37.9K | 0.02% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 75 | $37.9K | 0.02% | 00.0% | Unchanged |
| Bray Capital Advisors | 75 | $37.9K | 0.01% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 75 | $37.9K | 0.02% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 74 | $37.4K | 0.06% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 73 | $36.9K | 0.00% | +4+5.8% | Added |
| Meeder Asset Management Inc | 72 | $36.4K | 0.00% | −321−81.7% | Reduced |
| Private Wealth Management Group, LLC | 71 | $35.9K | 0.02% | 00.0% | Unchanged |
| WealthCollab, LLC | 71 | $35.9K | 0.03% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 69 | $35.0K | 0.01% | 00.0% | Unchanged |
| Pingora Partners LLC | 69 | $34.9K | 0.02% | 00.0% | Unchanged |
| Rise Advisors, LLC | 68 | $34.6K | 0.02% | 00.0% | Unchanged |
| Crewe Advisors LLC | 68 | $34.4K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 67 | $33.9K | 0.02% | +52+346.7% | Added |
| Grayhawk Investment Strategies Inc. | 66 | $33.4K | 0.15% | 00.0% | Unchanged |
| Operose Advisors LLC | 66 | $33.4K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 65 | $32.9K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 64 | $32.5K | 0.02% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 64 | $32.4K | 0.01% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 63 | $31.9K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 63 | $31.9K | 0.00% | −34−35.1% | Reduced |
| First United Bank Trust | 59 | $29.8K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 59 | $29.8K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 59 | $29.8K | 0.00% | +59 | New |
| Solstein Capital, LLC | 58 | $29.3K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 57 | $29.0K | 0.02% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 50 | $25.3K | 0.01% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 49 | $24.8K | 0.01% | +27+122.7% | Added |
| Gables Capital Management Inc. | 49 | $24.8K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 49 | $24.8K | 0.01% | +49 | New |
| Hallmark Capital Management Inc | 48 | $24.3K | 0.00% | +48 | New |
| GW&K Investment Management, LLC | 48 | $24.0K | 0.00% | +6+14.3% | Added |
| Center for Financial Planning, Inc. | 46 | $23.3K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 44 | $22.3K | 0.00% | −35−44.3% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 42 | $21.2K | 0.00% | +26+162.5% | Added |
| Versant Capital Management, Inc | 42 | $21.2K | 0.01% | +30+250.0% | Added |
| BFSG, LLC | 41 | $20.7K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Advisors LLC | 40 | $20.2K | 0.01% | −32−44.4% | Reduced |
| Cornerstone Planning Group LLC | 39 | $19.7K | 0.01% | +14+56.0% | Added |
| Hobbs Group Advisors, LLC | 39 | $19.7K | 0.01% | +39 | New |
| Magellan Asset Management Ltd | 38 | $19.2K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 37 | $18.7K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 37 | $18.7K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 36 | $18.2K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 35 | $17.7K | 0.00% | +35 | New |
| Indiana Trust & Investment Management CO | 34 | $17.2K | 0.01% | −73−68.2% | Reduced |
| Harbor Investment Advisory, LLC | 34 | $17.2K | 0.00% | −19−35.8% | Reduced |
| LGT Financial Advisors LLC | 34 | $17.2K | 0.04% | +34 | New |
| Caitlin John, LLC | 33 | $16.9K | 0.01% | 00.0% | Unchanged |
| Fairway Wealth LLC | 33 | $16.7K | 0.01% | +33 | New |
| Tucker Asset Management LLC | 32 | $16.2K | 0.00% | +16+100.0% | Added |
| Creekmur Asset Management LLC | 30 | $15.3K | 0.00% | −2−6.3% | Reduced |
| Prestige Wealth Management Group LLC | 30 | $15.2K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 30 | $15.2K | 0.00% | +18+150.0% | Added |
| Semmax Financial Advisors Inc. | 26 | $14.9K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 29 | $14.7K | 0.00% | +4+16.0% | Added |
| Empirical Asset Management, LLC | 13,080 | $14.1K | 0.01% | +13,080 | New |
| Abound Wealth Management | 26 | $13.4K | 0.00% | −2−7.1% | Reduced |
| Castleview Partners, LLC | 26 | $13.2K | 0.01% | +10+62.5% | Added |
| Raffa Wealth Management, LLC | 25 | $12.6K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 25 | $12.6K | 0.01% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 25 | $12.6K | 0.01% | +25 | New |
| Kathleen S. Wright Associates Inc. | 24 | $12.1K | 0.01% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 23 | $11.6K | 0.00% | +23 | New |
| Silver Oak Securities, Inc | 22 | $11.1K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 22 | $11.0K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 21 | $10.6K | 0.00% | −4−16.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 21 | $10.6K | 0.00% | −17−44.7% | Reduced |
| Archer Investment Corp | 21 | $10.6K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 21 | $10.6K | 0.00% | +21 | New |
| Silicon Valley Capital Partners | 20 | $10.2K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 20 | $10.1K | 0.00% | −50−71.4% | Reduced |
| RFP Financial Group LLC | 18 | $9.11K | 0.00% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 18 | $9.11K | 0.01% | +18 | New |
| Picton Mahoney Asset Management | 17 | $9.00K | 0.00% | +17 | New |
| Wolff Wiese Magana LLC | 17 | $8.60K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 17 | $8.60K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 17 | $8.60K | 0.00% | +2+13.3% | Added |
| McMahon Financial Advisors, LLC | 17 | $8.60K | 0.00% | +17 | New |
| Avion Wealth | 16 | $8.00K | 0.00% | +1+6.7% | Added |
| Roble, Belko & Company, Inc | 15 | $8.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 15 | $7.59K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 15 | $7.59K | 0.00% | 00.0% | Unchanged |