| Evelyn Partners Investment Management (Europe) Ltd | 353 | $13.5K | 0.00% | +353 | New |
| GPS Wealth Strategies Group, LLC | 352 | $13.5K | 0.00% | −1,999−85.0% | Reduced |
| Concord Wealth Partners | 332 | $12.7K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 330 | $12.7K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 329 | $12.6K | 0.01% | +329 | New |
| Jackson, Grant Investment Advisers, Inc. | 320 | $12.3K | 0.00% | +200+166.7% | Added |
| Hantz Financial Services, Inc. | 302 | $12.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 308 | $11.8K | 0.00% | −2,350−88.4% | Reduced |
| Ameriflex Group, Inc. | 288 | $11.6K | 0.01% | +288 | New |
| Trust Co | 300 | $11.5K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 297 | $11.4K | 0.01% | +297 | New |
| Atala Financial Inc | 294 | $11.3K | 0.01% | +294 | New |
| Stephenson National Bank & Trust | 291 | $11.2K | 0.00% | −244−45.6% | Reduced |
| Beacon Capital Management, LLC | 290 | $11.1K | 0.00% | −159−35.4% | Reduced |
| Pin Oak Investment Advisors Inc | 265 | $11.0K | 0.01% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 280 | $10.7K | 0.01% | +280 | New |
| Bell Investment Advisors, Inc | 271 | $10.4K | 0.00% | −64−19.1% | Reduced |
| New Wave Wealth Advisors LLC | 268 | $10.3K | 0.00% | +268 | New |
| Cape Investment Advisory, Inc. | 267 | $10.2K | 0.00% | +19+7.7% | Added |
| Evelyn Partners Asset Management Ltd | 267 | $10.2K | 0.00% | +267 | New |
| Sound Income Strategies, LLC | 263 | $10.1K | 0.00% | −1,163−81.6% | Reduced |
| Salomon & Ludwin, LLC | 259 | $9.93K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 257 | $9.85K | 0.00% | −4,783−94.9% | Reduced |
| Armstrong Advisory Group, Inc | 256 | $9.82K | 0.00% | 00.0% | Unchanged |
| Ravenstone Capital Management Inc. | 250 | $9.59K | 0.01% | +250 | New |
| Dunhill Financial, LLC | 237 | $9.08K | 0.00% | −114−32.5% | Reduced |
| Winch Advisory Services, LLC | 229 | $8.78K | 0.00% | +2+0.9% | Added |
| Synergy Investment Management, LLC | 225 | $8.63K | 0.00% | +225 | New |
| Capital A Wealth Management, LLC | 225 | $8.63K | 0.01% | +225 | New |
| Sachetta, LLC | 204 | $7.82K | 0.00% | −1,599−88.7% | Reduced |
| Legacy Investment Solutions, LLC | 192 | $7.71K | 0.01% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 192 | $7.71K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 200 | $7.67K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 200 | $7.67K | 0.00% | +200 | New |
| Whipplewood Advisors, LLC | 200 | $7.67K | 0.00% | +200 | New |
| HighMark Wealth Management LLC | 198 | $7.60K | 0.00% | −48−19.5% | Reduced |
| Glass Jacobson Investment Advisors llc | 198 | $7.59K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 195 | $7.47K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 190 | $7.29K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 188 | $7.21K | 0.01% | +188 | New |
| Highline Wealth Partners LLC | 182 | $6.99K | 0.00% | +121+198.4% | Added |
| Provenance Wealth Advisors, LLC | 182 | $6.98K | 0.00% | −94−34.1% | Reduced |
| South State Corp. | 175 | $6.71K | 0.00% | +175 | New |
| Private Wealth Management Group, LLC | 172 | $6.59K | 0.00% | +145+537.0% | Added |
| Abound Wealth Management | 165 | $6.33K | 0.00% | −15−8.3% | Reduced |
| Aspect Partners, LLC | 165 | $6.33K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 159 | $6.10K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 159 | $6.10K | 0.00% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 155 | $5.94K | 0.00% | +155 | New |
| Crews Bank & Trust | 151 | $5.79K | 0.00% | +151 | New |
| FPC Investment Advisory, Inc. | 143 | $5.76K | 0.00% | +143 | New |
| Pittenger & Anderson Inc | 150 | $5.75K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 150 | $5.75K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 145 | $5.60K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 146 | $5.60K | 0.00% | +146 | New |
| Creekmur Asset Management LLC | 133 | $5.10K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 133 | $5.10K | 0.00% | +24+22.0% | Added |
| ORG Partners LLC | 128 | $4.90K | 0.00% | −479−78.9% | Reduced |
| Logan Capital Management Inc | 126 | $4.83K | 0.00% | +126 | New |
| Avalon Trust Co | 124 | $4.75K | 0.00% | +124 | New |
| Millstone Evans Group, LLC | 122 | $4.68K | 0.00% | +122 | New |
| CGC Financial Services, LLC | 120 | $4.60K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 119 | $4.56K | 0.00% | +119 | New |
| Carolinas Wealth Consulting LLC | 118 | $4.53K | 0.00% | −1,675−93.4% | Reduced |
| Cornerstone Planning Group LLC | 103 | $4.40K | 0.00% | −53−34.0% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 113 | $4.36K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 110 | $4.22K | 0.00% | +72+189.5% | Added |
| Bellevue Asset Management, LLC | 107 | $4.12K | 0.00% | +1+0.9% | Added |
| Resources Management Corp | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 101 | $3.91K | 0.00% | −712−87.6% | Reduced |
| Bellwether Advisors, LLC | 101 | $3.87K | 0.00% | +101 | New |
| Tucker Asset Management LLC | 100 | $3.83K | 0.00% | −34−25.4% | Reduced |
| Old Point Trust & Financial Services N A | 100 | $3.83K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 90 | $3.45K | 0.00% | −52−36.6% | Reduced |
| Front Row Advisors LLC | 90 | $3.45K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 90 | $3.45K | 0.00% | +7+8.4% | Added |
| Copia Wealth Management | 90 | $3.45K | 0.00% | +90 | New |
| Beaird Harris Wealth Management, LLC | 87 | $3.34K | 0.00% | −150−63.3% | Reduced |
| Bank of Jackson Hole Trust | 87 | $3.34K | 0.00% | +87 | New |
| Iron Horse Wealth Management, LLC | 85 | $3.26K | 0.00% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 80 | $3.07K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 77 | $2.95K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 75 | $2.87K | 0.00% | +1+1.4% | Added |
| Indiana Trust & Investment Management CO | 72 | $2.76K | 0.00% | 00.0% | Unchanged |
| Groupe la Francaise | 635 | $2.73K | 0.00% | +635 | New |
| PayPay Securities Corp | 67 | $2.57K | 0.11% | +67 | New |
| Wolff Wiese Magana LLC | 60 | $2.30K | 0.00% | −14−18.9% | Reduced |
| Decker Retirement Planning Inc. | 59 | $2.26K | 0.00% | +59 | New |
| Knights of Columbus Asset Advisors LLC | 55 | $2.11K | 0.00% | 00.0% | Unchanged |
| Peoples Bank | 55 | $2.11K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 54 | $2.07K | 0.00% | 00.0% | Unchanged |
| Clal Insurance Enterprises Holdings Ltd | 44 | $2.00K | 0.00% | +44 | New |
| Financial Connections Group, Inc. | 73 | $2.00K | 0.00% | +73 | New |
| Union Savings Bank | 47 | $1.80K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 40 | $1.59K | 0.00% | −1,662−97.6% | Reduced |
| Raffa Wealth Management, LLC | 40 | $1.53K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 40 | $1.53K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 40 | $1.53K | 0.00% | +40 | New |
| Oliver Lagore Vanvalin Investment Group | 35 | $1.34K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 35 | $1.34K | 0.00% | +35 | New |