| Strengthening Families & Communities, LLC | 1,433 | $37.5K | 0.01% | −31−2.1% | Reduced |
| American Capital Advisory, LLC | 1,369 | $35.8K | 0.02% | −180−11.6% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,350 | $35.3K | 0.01% | −575−29.9% | Reduced |
| Parkside Financial Bank & Trust | 1,270 | $33.2K | 0.00% | +750+144.2% | Added |
| CIBC Private Wealth Group, LLC | 1,208 | $31.6K | 0.00% | −38−3.0% | Reduced |
| McGuire Capital Advisors Inc | 1,200 | $31.4K | 0.02% | +1,200 | New |
| EverSource Wealth Advisors, LLC | 1,151 | $30.1K | 0.00% | +838+267.7% | Added |
| Armstrong Advisory Group, Inc | 1,103 | $28.8K | 0.00% | +200+22.1% | Added |
| Kemnay Advisory Services Inc. | 1,067 | $27.9K | 0.00% | +1,067 | New |
| Albion Financial Group | 1,000 | $26.1K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 1,000 | $26.1K | 0.01% | +200+25.0% | Added |
| Archer Investment Corp | 996 | $26.0K | 0.01% | −100−9.1% | Reduced |
| Root Financial Partners, LLC | 976 | $25.5K | 0.00% | +776+388.0% | Added |
| Team Financial Group, LLC | 917 | $24.0K | 0.01% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 900 | $23.5K | 0.02% | −1,600−64.0% | Reduced |
| DAGCO, Inc. | 808 | $21.1K | 0.00% | +808 | New |
| Vision Retirement, LLC | 798 | $20.9K | 0.01% | +798 | New |
| Strive Financial Group ,LLC | 767 | $20.1K | 0.01% | +767 | New |
| MPWM Advisory Solutions, LLC | 745 | $19.5K | 0.01% | +745 | New |
| Sunbelt Securities, Inc. | 739 | $19.3K | 0.00% | +322+77.2% | Added |
| DV Equities, LLC | 708 | $18.5K | 0.00% | +708 | New |
| Covestor Ltd | 668 | $17.0K | 0.01% | +34+5.4% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 650 | $17.0K | 0.01% | +650 | New |
| Crewe Advisors LLC | 600 | $15.7K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 600 | $15.7K | 0.00% | +400+200.0% | Added |
| Pittenger & Anderson Inc | 535 | $14.0K | 0.00% | +355+197.2% | Added |
| FWL Investment Management, LLC | 525 | $13.7K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 501 | $13.2K | 0.00% | +288+135.2% | Added |
| Private Trust Co NA | 502 | $13.1K | 0.00% | −425−45.8% | Reduced |
| Citizens National Bank Trust Department | 500 | $13.1K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 500 | $13.1K | 0.00% | +500 | New |
| Chesapeake Asset Management LLC | 480 | $12.6K | 0.01% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 474 | $12.4K | 0.01% | +474 | New |
| Adirondack Trust Co | 449 | $11.7K | 0.00% | +38+9.2% | Added |
| Fortitude Family Office, LLC | 430 | $11.2K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 425 | $11.1K | 0.01% | −15−3.4% | Reduced |
| ORG Partners LLC | 420 | $11.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 410 | $10.7K | 0.00% | +185+82.2% | Added |
| SHP Wealth Management | 403 | $10.5K | 0.00% | +403 | New |
| Gordian Capital Singapore Pte Ltd | 400 | $10.5K | 0.01% | +300+300.0% | Added |
| SJS Investment Consulting Inc. | 351 | $9.18K | 0.00% | +323+1,153.6% | Added |
| Goodman Advisory Group, LLC | 340 | $8.89K | 0.00% | −114−25.1% | Reduced |
| First Horizon Corp | 325 | $8.50K | 0.00% | +109+50.5% | Added |
| SOA Wealth Advisors, LLC. | 313 | $8.19K | 0.00% | +261+501.9% | Added |
| Greenline Wealth Management LLC | 313 | $8.18K | 0.01% | +313 | New |
| Scarborough Advisors, LLC | 306 | $8.00K | 0.00% | +100+48.5% | Added |
| MTM Investment Management, LLC | 300 | $7.84K | 0.00% | −300−50.0% | Reduced |
| Key Financial Inc | 300 | $7.84K | 0.00% | +300 | New |
| Ronald Blue Trust, Inc. | 299 | $7.82K | 0.00% | 00.0% | Unchanged |
| DV Trading LLC | 288 | $7.53K | 0.00% | +288 | New |
| Parallel Advisors, LLC | 277 | $7.24K | 0.00% | −626−69.3% | Reduced |
| Ankerstar Wealth, LLC | 274 | $7.17K | 0.01% | +274 | New |
| CVA Family Office, LLC | 268 | $7.01K | 0.00% | +268 | New |
| Cape Investment Advisory, Inc. | 266 | $6.96K | 0.00% | +266 | New |
| Farmers & Merchants Investments Inc | 250 | $6.54K | 0.00% | −250−50.0% | Reduced |
| Elyxium Wealth, LLC | 245 | $6.41K | 0.00% | +245 | New |
| Kozak & Associates, Inc. | 200 | $5.62K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 205 | $5.36K | 0.00% | +205 | New |
| Fourth Dimension Wealth, LLC | 200 | $5.23K | 0.00% | −1,400−87.5% | Reduced |
| Western Pacific Wealth Management, LP | 200 | $5.23K | 0.01% | −800−80.0% | Reduced |
| HighMark Wealth Management LLC | 200 | $5.23K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 200 | $5.23K | 0.00% | +150+300.0% | Added |
| Essential Partners LLC | 197 | $5.15K | 0.00% | +192+3,840.0% | Added |
| Tradewinds Capital Management, LLC | 192 | $5.02K | 0.00% | +10+5.5% | Added |
| Avion Wealth | 200 | $5.00K | 0.00% | +100+100.0% | Added |
| CX Institutional | 200 | $5.00K | 0.00% | +200 | New |
| DHJJ Financial Advisors, Ltd. | 180 | $4.71K | 0.00% | +180 | New |
| Hurley Capital, LLC | 173 | $4.52K | 0.00% | +173 | New |
| Kennebec Savings Bank | 171 | $4.47K | 0.00% | −165−49.1% | Reduced |
| UMA Financial Services, Inc. | 162 | $4.24K | 0.00% | −9−5.3% | Reduced |
| Prestige Wealth Management Group LLC | 144 | $3.77K | 0.00% | −49−25.4% | Reduced |
| Plante Moran Financial Advisors, LLC | 144 | $3.77K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 142 | $3.71K | 0.00% | +142 | New |
| Basecamp Wealth Advisors LLC | 142 | $3.71K | 0.00% | +142 | New |
| Aventura Private Wealth, LLC | 100 | $2.62K | 0.00% | −100−50.0% | Reduced |
| Tower View Investment Management & Research LLC | 100 | $2.62K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 100 | $2.62K | 0.00% | +100 | New |
| Sfam, LLC | 100 | $2.62K | 0.00% | +100 | New |
| Massmutual Trust Co FSB | 99 | $2.59K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 92 | $2.41K | 0.00% | +92 | New |
| Aspect Partners, LLC | 70 | $1.83K | 0.00% | +29+70.7% | Added |
| Brown Brothers Harriman & Co | 65 | $1.70K | 0.00% | +65 | New |
| Bare Financial Services, Inc | 61 | $1.59K | 0.00% | +31+103.3% | Added |
| Quent Capital, LLC | 60 | $1.57K | 0.00% | 00.0% | Unchanged |
| Purpose Unlimited Inc. | 59 | $1.54K | 0.00% | +59 | New |
| SWAN Capital LLC | 50 | $1.31K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 50 | $1.31K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 50 | $1.31K | 0.00% | +50 | New |
| Hilton Head Capital Partners, LLC | 50 | $1.31K | 0.00% | +50 | New |
| Smallwood Wealth Investment Management, LLC | 50 | $1.31K | 0.00% | −50−50.0% | Reduced |
| Sittner & Nelson, LLC | 60 | $1.24K | 0.00% | +60 | New |
| Marquette Asset Management, LLC | 43 | $1.13K | 0.00% | +43 | New |
| Burkett Financial Services, LLC | 41 | $1.07K | 0.00% | +41 | New |
| IFC & Insurance Marketing, Inc. | 50 | $1.00K | 0.00% | +50 | New |
| Compass Financial Services Inc | 37 | $968 | 0.00% | +19+105.6% | Added |
| Pension & Wealth Management Advisors, Inc. | 35 | $915 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 30 | $786 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 29 | $759 | 0.00% | −71−71.0% | Reduced |
| Strategic Wealth Partners, Ltd. | 28 | $732 | 0.00% | +25+833.3% | Added |
| CrossGen Wealth, LLC | 27 | $706 | 0.00% | +27 | New |
