| Webster Bank, N. A. | 168 | $22.8K | 0.00% | +168 | New |
| Wealth Enhancement Trust Services, Inc. | 167 | $22.6K | 0.00% | +151+943.8% | Added |
| Tiaa Trust, National Association | 165 | $22.4K | 0.00% | −3,948−96.0% | Reduced |
| Acumen Wealth Advisors, LLC | 165 | $22.4K | 0.00% | −114−40.9% | Reduced |
| Cornerstone Financial Management LLC | 163 | $22.1K | 0.02% | +46+39.3% | Added |
| Abound Financial, LLC | 156 | $21.2K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 150 | $20.3K | 0.00% | +115+328.6% | Added |
| Founders Capital Management | 150 | $20.3K | 0.01% | +150 | New |
| McDonald Partners LLC | 148 | $20.1K | 0.00% | +148 | New |
| MJT & Associates Financial Advisory Group, Inc. | 145 | $19.6K | 0.01% | +23+18.9% | Added |
| SJS Investment Consulting Inc. | 144 | $19.5K | 0.00% | +48+50.0% | Added |
| Advocate Investing Services LLC | 140 | $19.0K | 0.01% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 130 | $17.6K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 130 | $17.6K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 128 | $17.3K | 0.01% | +26+25.5% | Added |
| Meramec Financial Planners, LLC | 117 | $17.2K | 0.01% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 126 | $17.1K | 0.01% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 126 | $17.1K | 0.02% | +35+38.5% | Added |
| Valley National Advisers Inc | 125 | $17.0K | 0.00% | +10+8.7% | Added |
| Addison Advisors LLC | 120 | $16.3K | 0.01% | −206−63.2% | Reduced |
| Investment Research & Advisory Group, Inc. | 50 | $16.1K | 0.01% | 00.0% | Unchanged |
| Robinswood Financial LLC | 116 | $15.8K | 0.00% | +1+0.9% | Added |
| Signature Resources Capital Management, LLC | 113 | $15.3K | 0.01% | +4+3.7% | Added |
| South State Corp. | 111 | $15.0K | 0.00% | +16+16.8% | Added |
| Beacon Investment Advisory Services, Inc. | 106 | $14.4K | 0.00% | −39−26.9% | Reduced |
| Aspect Partners, LLC | 106 | $14.4K | 0.01% | +1+1.0% | Added |
| Aventura Private Wealth, LLC | 102 | $13.8K | 0.00% | +97+1,940.0% | Added |
| Orion Capital Management LLC | 100 | $13.5K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 100 | $13.5K | 0.01% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 97 | $13.1K | 0.12% | −21−17.8% | Reduced |
| JFS Wealth Advisors, LLC | 95 | $12.9K | 0.00% | −57−37.5% | Reduced |
| Quarry LP | 93 | $12.6K | 0.00% | +93 | New |
| Delos Wealth Advisors, LLC | 92 | $12.5K | 0.01% | +92 | New |
| Princeton Global Asset Management LLC | 90 | $12.2K | 0.00% | +8+9.8% | Added |
| Guinness Atkinson Asset Management Inc | 88 | $11.9K | 0.01% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 86 | $11.7K | 0.01% | +16+22.9% | Added |
| Pacifica Partners Inc. | 82 | $11.4K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 83 | $11.4K | 0.00% | −6−6.7% | Reduced |
| Gold Investment Management Ltd. | 82 | $11.1K | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 79 | $10.7K | 0.00% | +79 | New |
| 1248 Management, LLC | 78 | $10.6K | 0.00% | 00.0% | Unchanged |
| GFS Advisors, LLC | 205,080 | $10.6K | 0.00% | +205,080 | New |
| Retirement Wealth Solutions LLC | 77 | $10.4K | 0.01% | 00.0% | Unchanged |
| PFS Partners, LLC | 75 | $10.2K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 75 | $10.2K | 0.00% | 00.0% | Unchanged |
| Alerus Financial NA | 75 | $10.2K | 0.00% | +6+8.7% | Added |
| Nvest Wealth Strategies, Inc. | 73 | $9.89K | 0.01% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 71 | $9.62K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 69 | $9.35K | 0.00% | +69 | New |
| Rialto Wealth Management, LLC | 67 | $9.08K | 0.00% | +9+15.5% | Added |
| Brown, Lisle/Cummings, Inc. | 67 | $9.08K | 0.00% | −37−35.6% | Reduced |
| Osbon Capital Management LLC | 64 | $8.75K | 0.01% | 00.0% | Unchanged |
| Burk Holdings LLC | 63 | $8.54K | 0.00% | 00.0% | Unchanged |
| Gs Investments, Inc. | 60 | $8.13K | 0.01% | 00.0% | Unchanged |
| Tripletail Wealth Management, LLC | 58 | $8.09K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 60 | $8.06K | 0.00% | −51−45.9% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 61 | $8.00K | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 56 | $7.59K | 0.00% | +56 | New |
| Plante Moran Financial Advisors, LLC | 54 | $7.32K | 0.00% | +54 | New |
| Hollencrest Capital Management | 53 | $7.18K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 53 | $7.18K | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 52 | $7.05K | 0.01% | +7+15.6% | Added |
| BFSG, LLC | 52 | $7.04K | 0.00% | −12−18.8% | Reduced |
| United Financial Planning Group LLC | 50 | $6.77K | 0.00% | +50 | New |
| Abound Wealth Management | 46 | $6.25K | 0.00% | −133−74.3% | Reduced |
| Salem Investment Counselors Inc | 45 | $6.10K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 45 | $6.10K | 0.00% | +5+12.5% | Added |
| Mark Sheptoff Financial Planning, LLC | 45 | $6.10K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 45 | $6.10K | 0.00% | +45 | New |
| Country Trust Bank | 44 | $5.96K | 0.00% | 00.0% | Unchanged |
| Tacita Capital Inc | 42 | $5.69K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 41 | $5.66K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 40 | $5.42K | 0.00% | 00.0% | Unchanged |
| Phillip James Consulting Co. | 40 | $5.42K | 0.00% | 00.0% | Unchanged |
| Bard Associates Inc | 40 | $5.42K | 0.00% | +40 | New |
| Wellington-Altus USA Inc. | 40 | $5.29K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 37 | $5.01K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 36 | $4.81K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 35 | $4.79K | 0.00% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 34 | $4.61K | 0.00% | +34 | New |
| Ogorek Anthony Joseph | 34 | $4.00K | 0.00% | −155−82.0% | Reduced |
| Battery Global Advisors, LLC | 29 | $3.95K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 27 | $3.71K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 27 | $3.66K | 0.00% | −20−42.6% | Reduced |
| Cassaday & Co Wealth Management LLC | 26 | $3.52K | 0.00% | 00.0% | Unchanged |
| Longview Financial Advisors LLC | 26 | $3.52K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 26 | $3.52K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 26 | $3.52K | 0.00% | +17+188.9% | Added |
| Medallion Wealth Advisors, LLC | 25 | $3.39K | 0.00% | +1+4.2% | Added |
| Tounjian Advisory Partners, LLC | 24 | $3.31K | 0.00% | +24 | New |
| Roble, Belko & Company, Inc | 19 | $3.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 22 | $2.98K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 22 | $2.98K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 21 | $2.85K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 20 | $2.71K | 0.00% | −1,130−98.3% | Reduced |
| Caldwell Sutter Capital, Inc. | 20 | $2.71K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 20 | $2.71K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 20 | $2.71K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 20 | $2.71K | 0.00% | 00.0% | Unchanged |
| PlanVest Financial, Inc | 20 | $2.71K | 0.00% | 00.0% | Unchanged |