| Hilltop National Bank | 151 | $40.3K | 0.01% | +151 | New |
| GW&K Investment Management, LLC | 148 | $40.0K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 149 | $39.8K | 0.01% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 143 | $38.2K | 0.07% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 135 | $36.1K | 0.02% | 00.0% | Unchanged |
| Solstein Capital, LLC | 133 | $35.5K | 0.02% | 00.0% | Unchanged |
| Founders Capital Management | 131 | $35.0K | 0.02% | 00.0% | Unchanged |
| True Wealth Design, LLC | 131 | $35.0K | 0.01% | +106+424.0% | Added |
| Albion Financial Group | 127 | $33.9K | 0.00% | +46+56.8% | Added |
| Kozak & Associates, Inc. | 140 | $33.4K | 0.01% | +140 | New |
| Princeton Global Asset Management LLC | 125 | $33.4K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 125 | $33.4K | 0.01% | 00.0% | Unchanged |
| Motco | 125 | $33.4K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 125 | $33.4K | 0.02% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 124 | $33.1K | 0.00% | +124 | New |
| Creative Financial Designs Inc | 123 | $32.9K | 0.00% | +14+12.8% | Added |
| Private Wealth Asset Management, LLC | 121 | $32.3K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 121 | $32.3K | 0.00% | +121 | New |
| CVA Family Office, LLC | 118 | $31.5K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 118 | $31.5K | 0.01% | −3−2.5% | Reduced |
| Guerra Advisors Inc | 117 | $31.3K | 0.01% | +117 | New |
| Zions Bancorporation, National Association | 116 | $31.0K | 0.00% | −6,642−98.3% | Reduced |
| Robinswood Financial LLC | 116 | $31.0K | 0.01% | 00.0% | Unchanged |
| Aventus Investment Advisors, Inc. | 110 | $29.4K | 0.03% | 00.0% | Unchanged |
| Ninety One UK Ltd | 107 | $28.6K | 0.00% | −9−7.8% | Reduced |
| Copia Wealth Management | 106 | $28.3K | 0.02% | +106 | New |
| Vermillion Wealth Management, Inc. | 102 | $27.3K | 0.01% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 102 | $27.0K | 0.01% | −4,898−98.0% | Reduced |
| Ulland Investment Advisors, LLC | 100 | $27.0K | 0.02% | 00.0% | Unchanged |
| Lavaca Capital LLC | 100 | $26.7K | 0.00% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 100 | $26.7K | 0.02% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 100 | $26.7K | 0.01% | +100 | New |
| Center for Financial Planning, Inc. | 98 | $26.2K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 99 | $26.0K | 0.00% | −8,043−98.8% | Reduced |
| Retirement Wealth Solutions LLC | 97 | $25.9K | 0.02% | +69+246.4% | Added |
| Bartlett & Co. Wealth Management LLC | 96 | $25.7K | 0.00% | −11−10.3% | Reduced |
| First PREMIER Bank | 95 | $25.0K | 0.01% | +95 | New |
| Winch Advisory Services, LLC | 91 | $24.2K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 88 | $23.5K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 87 | $23.2K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 87 | $23.2K | 0.03% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 85 | $22.8K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 86 | $22.8K | 0.00% | +12+16.2% | Added |
| WealthCollab, LLC | 83 | $22.2K | 0.01% | 00.0% | Unchanged |
| Rossby Financial, LCC | 82 | $22.1K | 0.01% | +24+41.4% | Added |
| Evelyn Partners Investment Management Services Ltd | 76 | $20.3K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 75 | $20.0K | 0.01% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 70 | $18.7K | 0.01% | −109−60.9% | Reduced |
| Eukles Asset Management | 69 | $18.4K | 0.01% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 69 | $18.4K | 0.00% | +24+53.3% | Added |
| Hemington Wealth Management | 69 | $18.0K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 67 | $17.9K | 0.01% | −14−17.3% | Reduced |
| Dunhill Financial, LLC | 61 | $16.4K | 0.00% | +3+5.2% | Added |
| Bare Financial Services, Inc | 61 | $16.3K | 0.00% | +22+56.4% | Added |
| City Holding Co | 60 | $16.0K | 0.00% | +60 | New |
| Byrne Asset Management LLC | 58 | $15.5K | 0.01% | +10+20.8% | Added |
| Washington Trust Advisors, Inc. | 58 | $15.4K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 57 | $15.2K | 0.02% | 00.0% | Unchanged |
| Investors Research Corp | 55 | $14.7K | 0.00% | +55 | New |
| Sound Income Strategies, LLC | 53 | $14.6K | 0.00% | −10−15.9% | Reduced |
| Trifecta Capital Advisors, LLC | 53 | $14.2K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 53 | $14.2K | 0.01% | +43+430.0% | Added |
| Principia Wealth Advisory, LLC | 53 | $14.2K | 0.01% | +33+165.0% | Added |
| Accredited Wealth Management, LLC | 310 | $13.4K | 0.01% | +260+520.0% | Added |
| Ameriflex Group, Inc. | 50 | $13.4K | 0.01% | +50 | New |
| Morton Brown Family Wealth, LLC | 48 | $12.8K | 0.00% | −12−20.0% | Reduced |
| Global Trust Asset Management, LLC | 48 | $12.8K | 0.01% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 48 | $12.8K | 0.00% | +48 | New |
| Archer Investment Corp | 46 | $12.3K | 0.00% | 00.0% | Unchanged |
| Alerus Financial NA | 45 | $12.0K | 0.00% | +45 | New |
| Bell Investment Advisors, Inc | 44 | $11.8K | 0.00% | −38−46.3% | Reduced |
| Creekmur Asset Management LLC | 38 | $10.2K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Asset Management Ltd | 38 | $10.2K | 0.00% | +38 | New |
| Covestor Ltd | 38 | $10.0K | 0.01% | +38 | New |
| Cape Investment Advisory, Inc. | 37 | $9.89K | 0.01% | +20+117.6% | Added |
| Trust Co of Vermont | 33 | $8.82K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 33 | $8.82K | 0.00% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 31 | $8.28K | 0.00% | 00.0% | Unchanged |
| Financial Life Planners | 30 | $8.14K | 0.01% | +30 | New |
| MV Capital Management, Inc. | 30 | $8.02K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 30 | $8.02K | 0.00% | +30 | New |
| Western Pacific Wealth Management, LP | 30 | $8.02K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 29 | $7.75K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 28 | $7.56K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 27 | $7.21K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 27 | $7.12K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 26 | $6.95K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 26 | $6.95K | 0.00% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 25 | $6.68K | 0.01% | 00.0% | Unchanged |
| American National Bank | 24 | $6.41K | 0.00% | −667−96.5% | Reduced |
| South State Corp. | 24 | $6.41K | 0.00% | −546−95.8% | Reduced |
| FSA Wealth Management LLC | 24 | $6.41K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 24 | $6.41K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 23 | $6.15K | 0.00% | −6−20.7% | Reduced |
| Ancora Advisors, LLC | 23 | $6.15K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 22 | $5.88K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 20 | $5.34K | 0.00% | 00.0% | Unchanged |
| Pandora Wealth, Inc. | 20 | $5.34K | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 19 | $5.08K | 0.00% | +19 | New |
| Marshall & Sterling Wealth Advisors Inc. | 18 | $4.81K | 0.00% | +3+20.0% | Added |