| Eastern Bank | 20 | $14.2K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 20 | $14.2K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 20 | $14.2K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 21 | $14.7K | 0.00% | +10+90.9% | Added |
| Stephens Consulting, LLC | 21 | $15.0K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 22 | $15.7K | 0.01% | 00.0% | Unchanged |
| Aspect Partners, LLC | 23 | $16.4K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 23 | $16.4K | 0.00% | +5+27.8% | Added |
| Transce3nd, LLC | 23 | $16.4K | 0.01% | +23 | New |
| Nova Wealth Management, Inc. | 23 | $16.4K | 0.01% | +23 | New |
| Frazier Financial Advisors, LLC | 24 | $16.9K | 0.01% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 24 | $17.1K | 0.02% | −870−97.3% | Reduced |
| Addison Advisors LLC | 24 | $17.1K | 0.00% | +10+71.4% | Added |
| Coppell Advisory Solutions LLC | 25 | $17.6K | 0.00% | +18+257.1% | Added |
| BFSG, LLC | 25 | $17.8K | 0.00% | −838−97.1% | Reduced |
| Armstrong Advisory Group, Inc | 26 | $18.5K | 0.00% | +6+30.0% | Added |
| Golden State Wealth Management, LLC | 26 | $18.5K | 0.00% | +26 | New |
| Sierra Ocean, LLC | 26 | $18.5K | 0.02% | +26 | New |
| JFS Wealth Advisors, LLC | 27 | $19.2K | 0.00% | −6−18.2% | Reduced |
| West Paces Advisors Inc. | 27 | $19.2K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 28 | $19.9K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 28 | $19.9K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 29 | $20.7K | 0.00% | +8+38.1% | Added |
| Meeder Asset Management Inc | 30 | $21.4K | 0.00% | −174−85.3% | Reduced |
| Kessler Investment Group, LLC | 30 | $21.4K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 31 | $22.1K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 31 | $22.1K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 31 | $22.1K | 0.00% | −7−18.4% | Reduced |
| Edmond de Rothschild Holding S.A. | 34 | $24.2K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 34 | $24.2K | 0.00% | +14+70.0% | Added |
| Byrne Asset Management LLC | – | $24.9K | 0.02% | – | – |
| Ritter Daniher Financial Advisory LLC | 35 | $24.9K | 0.01% | −4−10.3% | Reduced |
| Financial Management Professionals, Inc. | 35 | $24.9K | 0.00% | −1−2.8% | Reduced |
| Pinney & Scofield, Inc. | 35 | $24.9K | 0.02% | +35 | New |
| MCF Advisors LLC | 36 | $25.6K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 36 | $26.0K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 37 | $26.4K | 0.01% | −10−21.3% | Reduced |
| Ofi Invest Asset Management | 40 | $27.5K | 0.00% | +40 | New |
| Rakuten Securities, Inc. | 39 | $27.8K | 0.01% | +15+62.5% | Added |
| Abound Wealth Management | 39 | $28.0K | 0.01% | −2−4.9% | Reduced |
| Sunbelt Securities, Inc. | 40 | $28.1K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 40 | $28.5K | 0.00% | −300−88.2% | Reduced |
| Consultiva Wealth Management, Corp. | 40 | $28.5K | 0.14% | +40 | New |
| Carolinas Wealth Consulting LLC | 41 | $29.2K | 0.01% | −8−16.3% | Reduced |
| Truvestments Capital LLC | 42 | $29.9K | 0.01% | +5+13.5% | Added |
| Core Alternative Capital | 43 | $30.6K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 43 | $30.6K | 0.00% | +8+22.9% | Added |
| Wiser Advisor Group LLC | 44 | $31.3K | 0.05% | 00.0% | Unchanged |
| Synergy Financial Management, LLC | 30 | $31.5K | 0.00% | +30 | New |
| Riggs Asset Managment Co. Inc. | 45 | $31.6K | 0.01% | −10−18.2% | Reduced |
| Bruce G. Allen Investments, LLC | 46 | $32.8K | 0.03% | +13+39.4% | Added |
| Hallmark Capital Management Inc | 47 | $33.5K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 48 | $34.4K | 0.00% | −127−72.6% | Reduced |
| WealthCollab, LLC | 49 | $34.9K | 0.02% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 50 | $35.6K | 0.01% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 50 | $35.6K | 0.02% | 00.0% | Unchanged |
| Avalon Trust Co | 50 | $35.6K | 0.00% | +50 | New |
| Crowley Wealth Management, Inc. | 50 | $35.6K | 0.03% | +50 | New |
| Versant Capital Management, Inc | 52 | $37.0K | 0.01% | −27−34.2% | Reduced |
| UMA Financial Services, Inc. | 52 | $37.0K | 0.01% | +52 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 52 | $37.0K | 0.07% | +52 | New |
| TD Waterhouse Canada Inc. | 53 | $37.8K | 0.00% | −4,240−98.8% | Reduced |
| Fortitude Family Office, LLC | 54 | $38.5K | 0.01% | −2−3.6% | Reduced |
| Kimelman & Baird, LLC | 54 | $38.5K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 54 | $38.5K | 0.01% | +39+260.0% | Added |
| Bellevue Asset Management, LLC | 57 | $40.6K | 0.02% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 57 | $40.6K | 0.00% | −4−6.6% | Reduced |
| Global Financial Private Client, LLC | 59 | $42.0K | 0.02% | −6−9.2% | Reduced |
| Castleview Partners, LLC | 59 | $42.2K | 0.02% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 60 | $42.7K | 0.01% | −6−9.1% | Reduced |
| Criterion Capital Advisors, LLC | 42 | $44.1K | 0.03% | 00.0% | Unchanged |
| Sandy Spring Bank | 63 | $44.5K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 65 | $46.3K | 0.02% | −65−50.0% | Reduced |
| Ancora Advisors, LLC | 70 | $49.9K | 0.00% | −86−55.1% | Reduced |
| Ravenstone Capital Management Inc. | 70 | $49.9K | 0.03% | +70 | New |
| Hantz Financial Services, Inc. | 73 | $52.0K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 75 | $53.0K | 0.02% | −25−25.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 75 | $53.4K | 0.01% | −76−50.3% | Reduced |
| Accent Capital Management, LLC | 75 | $53.4K | 0.03% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 75 | $53.4K | 0.02% | +10+15.4% | Added |
| Wingate Wealth Advisors, Inc. | 75 | $53.4K | 0.05% | +75 | New |
| Park Square Financial Group, LLC | 78 | $55.6K | 0.04% | +78 | New |
| AdvisorNet Financial, Inc | 78 | $55.6K | 0.00% | −22−22.0% | Reduced |
| MV Capital Management, Inc. | 80 | $57.0K | 0.01% | −7−8.0% | Reduced |
| Larson Financial Group LLC | 81 | $57.7K | 0.00% | +31+62.0% | Added |
| Catalyst Capital Advisors LLC | 84 | $59.8K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 86 | $61.3K | 0.06% | −24−21.8% | Reduced |
| St. Johns Investment Management Company, LLC | 86 | $61.3K | 0.03% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 86 | $61.3K | 0.05% | +86 | New |
| Human Investing LLC | 86 | $61.3K | 0.01% | +86 | New |
| Rise Advisors, LLC | 87 | $62.0K | 0.03% | +1+1.2% | Added |
| GW&K Investment Management, LLC | 87 | $62.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 90 | $64.0K | 0.01% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 90 | $64.1K | 0.03% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 90 | $64.1K | 0.00% | +90 | New |
| WR Wealth Planners, LLC | 93 | $66.2K | 0.02% | +1+1.1% | Added |
| Centricity Wealth Management, LLC | 94 | $67.0K | 0.06% | +94 | New |
| Turim 21 Investimentos Ltda. | 100 | $67.3K | 0.02% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 95 | $67.7K | 0.03% | 00.0% | Unchanged |
| United Community Bank | 96 | $68.4K | 0.03% | 00.0% | Unchanged |
