| Armstrong Advisory Group, Inc | 602 | $28.9K | 0.00% | +602 | New |
| Central Trust Co | 600 | $28.8K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 600 | $28.8K | 0.00% | +600 | New |
| Ulland Investment Advisors, LLC | 580 | $28.0K | 0.02% | −100−14.7% | Reduced |
| ORG Wealth Partners, LLC | 558 | $26.7K | 0.01% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 510 | $24.4K | 0.00% | +510 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 503 | $24.1K | 0.00% | −2−0.4% | Reduced |
| Smithfield Trust Co | 500 | $24.0K | 0.00% | +500 | New |
| Burkett Financial Services, LLC | 500 | $24.0K | 0.01% | −50−9.1% | Reduced |
| Quest 10 Wealth Builders, Inc. | 498 | $23.9K | 0.02% | −223−30.9% | Reduced |
| Quarry LP | 487 | $23.3K | 0.01% | −13,130−96.4% | Reduced |
| GW&K Investment Management, LLC | 480 | $23.0K | 0.00% | +95+24.7% | Added |
| Groupe la Francaise | 551 | $21.7K | 0.00% | +551 | New |
| Strategic Advocates LLC | 450 | $21.6K | 0.01% | +450 | New |
| Moisand Fitzgerald Tamayo, LLC | 410 | $19.7K | 0.00% | +15+3.8% | Added |
| Darwin Advisors, LLC | 400 | $19.2K | 0.01% | 00.0% | Unchanged |
| Graney & King, LLC | 400 | $19.2K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 400 | $19.2K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 403 | $19.0K | 0.01% | −119−22.8% | Reduced |
| Fourth Dimension Wealth, LLC | 390 | $18.7K | 0.01% | −10−2.5% | Reduced |
| Tidemark, LLC | 385 | $18.5K | 0.01% | −246−39.0% | Reduced |
| Ancora Advisors, LLC | 356 | $17.1K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 356 | $17.1K | 0.00% | +101+39.6% | Added |
| Rise Advisors, LLC | 353 | $16.9K | 0.01% | +10+2.9% | Added |
| Bullock Wealth Management Group | 320 | $16.8K | 0.01% | −300−48.4% | Reduced |
| CVA Family Office, LLC | 346 | $16.6K | 0.00% | −30,003−98.9% | Reduced |
| Bokf, NA | 332 | $15.9K | 0.00% | +228+219.2% | Added |
| MV Capital Management, Inc. | 315 | $15.1K | 0.00% | +4+1.3% | Added |
| Raiffeisen Bank International AG | 312 | $14.5K | 0.00% | +312 | New |
| Farmers & Merchants Investments Inc | 300 | $14.4K | 0.00% | −300−50.0% | Reduced |
| N.E.W. Advisory Services LLC | 300 | $14.4K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 300 | $14.4K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 300 | $14.4K | 0.01% | 00.0% | Unchanged |
| Asset Planning,Inc | 300 | $14.4K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 290 | $14.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 291 | $14.0K | 0.00% | −158−35.2% | Reduced |
| Contravisory Investment Management, Inc. | 281 | $13.5K | 0.00% | +281 | New |
| Root Financial Partners, LLC | 269 | $12.9K | 0.00% | +269 | New |
| HHM Wealth Advisors, LLC | 265 | $12.7K | 0.00% | +165+165.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 260 | $12.5K | 0.00% | +260 | New |
| Cypress Capital Management LLC (WY) | 250 | $12.0K | 0.01% | 00.0% | Unchanged |
| Berbice Capital Management LLC | 250 | $12.0K | 0.01% | +150+150.0% | Added |
| Wolff Wiese Magana LLC | 245 | $11.7K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 236 | $11.3K | 0.00% | +48+25.5% | Added |
| Salomon & Ludwin, LLC | 195 | $10.1K | 0.00% | +195 | New |
| Investors Research Corp | 200 | $9.59K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 200 | $9.59K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 200 | $9.59K | 0.01% | 00.0% | Unchanged |
| Hilltop National Bank | 200 | $9.59K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 200 | $9.59K | 0.00% | +200 | New |
| Grey Fox Wealth Advisors, LLC | 200 | $9.59K | 0.00% | +200 | New |
| Cedar Wealth Management, LLC | 195 | $9.35K | 0.00% | +195 | New |
| Quent Capital, LLC | 179 | $8.58K | 0.00% | +179 | New |
| Manchester Capital Management LLC | 165 | $7.91K | 0.00% | +54+48.6% | Added |
| Richard W. Paul & Associates, LLC | 160 | $7.67K | 0.00% | −110−40.7% | Reduced |
| Fortitude Family Office, LLC | 160 | $7.67K | 0.00% | +15+10.3% | Added |
| PFS Partners, LLC | 150 | $7.19K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 150 | $7.19K | 0.00% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 150 | $7.19K | 0.00% | +150 | New |
| Banque Transatlantique SA | 150 | $7.18K | 0.00% | 00.0% | Unchanged |
| Strive Asset Management, LLC | 149 | $7.14K | 0.00% | +149 | New |
| Arcadia Investment Management Corp | 140 | $6.71K | 0.00% | +15+12.0% | Added |
| Arcadia Investment Advisors LLC | 131 | $6.28K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 130 | $6.23K | 0.00% | +130 | New |
| Capital Advisors, Ltd. LLC | 122 | $6.00K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 120 | $5.75K | 0.00% | −358−74.9% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 115 | $5.51K | 0.00% | +115 | New |
| Horizon Financial Services, LLC | 110 | $5.27K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 110 | $5.27K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 108 | $5.18K | 0.00% | 00.0% | Unchanged |
| Tripletail Wealth Management, LLC | 90 | $5.15K | 0.01% | +90 | New |
| Sachetta, LLC | 103 | $4.94K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 102 | $4.89K | 0.00% | +17+20.0% | Added |
| Crews Bank & Trust | 100 | $4.79K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 100 | $4.79K | 0.00% | +100 | New |
| Harbor Investment Advisory, LLC | 94 | $4.51K | 0.00% | +20+27.0% | Added |
| Aspect Partners, LLC | 94 | $4.51K | 0.00% | +70+291.7% | Added |
| Frazier Financial Advisors, LLC | 90 | $4.32K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 85 | $4.08K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 85 | $4.08K | 0.00% | +20+30.8% | Added |
| Midwest Capital Advisors, LLC | 80 | $3.83K | 0.00% | +80 | New |
| UMA Financial Services, Inc. | 79 | $3.79K | 0.00% | +64+426.7% | Added |
| Raffa Wealth Management, LLC | 74 | $3.55K | 0.00% | +10+15.6% | Added |
| Strategic Wealth Partners, Ltd. | 70 | $3.36K | 0.00% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 70 | $3.36K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 68 | $3.26K | 0.00% | +68 | New |
| CBIZ Investment Advisory Services, LLC | 67 | $3.21K | 0.00% | −7−9.5% | Reduced |
| Roble, Belko & Company, Inc | 72 | $3.00K | 0.00% | +11+18.0% | Added |
| Clayton Financial Group LLC | 60 | $2.88K | 0.00% | +60 | New |
| Caitong International Asset Management Co., Ltd | 60 | $2.88K | 0.00% | −106−63.9% | Reduced |
| Medallion Wealth Advisors, LLC | 60 | $2.88K | 0.00% | −15−20.0% | Reduced |
| J.Safra Asset Management Corp | 60 | $2.88K | 0.00% | +60 | New |
| Abound Wealth Management | 57 | $2.75K | 0.00% | 00.0% | Unchanged |
| Advanced Portfolio Management, LLC | 52 | $2.49K | 0.01% | +52 | New |
| Bartlett & Co. Wealth Management LLC | 52 | $2.49K | 0.00% | +52 | New |
| Valued Wealth Advisors LLC | 51 | $2.44K | 0.00% | 00.0% | Unchanged |
| Compass Financial Services Inc | 50 | $2.40K | 0.00% | −187−78.9% | Reduced |
| West Financial Advisors, LLC | 50 | $2.40K | 0.00% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 50 | $2.40K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 50 | $2.40K | 0.00% | +50 | New |