| Trust Co of Toledo NA | 35 | $15.6K | 0.00% | +34+3,400.0% | Added |
| Quantbot Technologies LP | 34 | $15.2K | 0.00% | +34 | New |
| Avion Wealth | 35 | $15.0K | 0.00% | +4+12.9% | Added |
| Synergy Investment Management, LLC | 39 | $14.6K | 0.00% | +37+1,850.0% | Added |
| Kilter Group LLC | 32 | $14.3K | 0.01% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 32 | $14.3K | 0.00% | −33−50.8% | Reduced |
| Orion Capital Management LLC | 32 | $14.3K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 31 | $13.8K | 0.01% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 31 | $13.8K | 0.01% | +13+72.2% | Added |
| Evolution Wealth Management Inc. | 31 | $13.8K | 0.01% | +31 | New |
| Cherry Tree Wealth Management, LLC | 31 | $13.6K | 0.00% | −31−50.0% | Reduced |
| Quaker Wealth Management, LLC | 30 | $13.4K | 0.00% | −89−74.8% | Reduced |
| Adirondack Trust Co | 30 | $13.4K | 0.00% | +10+50.0% | Added |
| TD Capital Management LLC | 29 | $12.9K | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 28 | $12.5K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 28 | $12.5K | 0.00% | +10+55.6% | Added |
| Heritage Wealth Advisors | 27 | $12.0K | 0.00% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 27 | $12.0K | 0.00% | +2+8.0% | Added |
| Ogorek Anthony Joseph | 28 | $12.0K | 0.00% | 00.0% | Unchanged |
| Premier Fund Managers Ltd | 27 | $12.0K | 0.00% | +27 | New |
| Atlantic Trust, LLC | 26 | $11.6K | 0.00% | −1−3.7% | Reduced |
| First Pacific Financial | 25 | $11.2K | 0.00% | +5+25.0% | Added |
| Regatta Research & Money Management | 25 | $11.2K | 0.01% | +25 | New |
| Frazier Financial Advisors, LLC | 25 | $10.9K | 0.01% | −10−28.6% | Reduced |
| Pacifica Partners Inc. | 25 | $10.9K | 0.00% | 00.0% | Unchanged |
| Prosperity Bancshares Inc | 24 | $10.7K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 24 | $10.7K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 24 | $10.7K | 0.00% | 00.0% | Unchanged |
| Intesa Sanpaolo Wealth Management | 24 | $10.7K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 23 | $10.3K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 23 | $10.3K | 0.00% | +3+15.0% | Added |
| Bare Financial Services, Inc | 23 | $10.3K | 0.00% | +16+228.6% | Added |
| Asset Dedication, LLC | 21 | $9.37K | 0.00% | +7+50.0% | Added |
| Vision Retirement, LLC | 21 | $9.37K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 21 | $9.37K | 0.00% | +21 | New |
| Centerpoint Advisors, LLC | 20 | $9.00K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 20 | $8.92K | 0.00% | −10,000−99.8% | Reduced |
| DT Investment Partners, LLC | 19 | $8.48K | 0.00% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 19 | $8.48K | 0.00% | +19 | New |
| Cedar Mountain Advisors, LLC | 19 | $8.47K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 19 | $8.47K | 0.00% | +7+58.3% | Added |
| Prestige Wealth Management Group LLC | 18 | $8.03K | 0.00% | −1−5.3% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 18 | $8.03K | 0.01% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 18 | $8.03K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 18 | $8.03K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 18 | $8.03K | 0.00% | +4+28.6% | Added |
| Brown, Lisle/Cummings, Inc. | 17 | $7.58K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 16 | $7.14K | 0.00% | −484−96.8% | Reduced |
| Lavaca Capital LLC | 16 | $7.14K | 0.00% | 00.0% | Unchanged |
| Align Financial, LLC | 16 | $7.14K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 16 | $7.14K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 16 | $7.14K | 0.00% | +2+14.3% | Added |
| NBH Bank | 16 | $7.14K | 0.00% | +16 | New |
| Ares Financial Consulting, LLC | 15 | $6.69K | 0.00% | −5−25.0% | Reduced |
| Byrne Asset Management LLC | 15 | $6.69K | 0.00% | +2+15.4% | Added |
| Principia Wealth Advisory, LLC | 15 | $6.69K | 0.00% | +6+66.7% | Added |
| American National Bank | 15 | $6.69K | 0.00% | 00.0% | Unchanged |
| Southern Michigan Bank & Trust | 14 | $6.25K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 14 | $6.25K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 14 | $6.25K | 0.00% | +1+7.7% | Added |
| Strive Financial Group ,LLC | 14 | $6.25K | 0.00% | +4+40.0% | Added |
| Trust Co of Vermont | 14 | $6.25K | 0.00% | +14 | New |
| BOK Financial Private Wealth, Inc. | 14 | $6.25K | 0.00% | +14 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 14 | $6.24K | 0.00% | −20−58.8% | Reduced |
| North Star Investment Management Corp. | 13 | $5.80K | 0.00% | −8−38.1% | Reduced |
| Triumph Capital Management | 13 | $5.80K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 13 | $5.80K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 13 | $5.80K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 12 | $5.35K | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 12 | $5.35K | 0.00% | 00.0% | Unchanged |
| Timbuktu Capital Management, LLC | 12 | $5.35K | 0.01% | +12 | New |
| LifeSteps Financial, Inc. | 11 | $4.91K | 0.00% | +11 | New |
| Winch Advisory Services, LLC | 10 | $4.46K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 10 | $4.46K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 10 | $4.46K | 0.00% | +1+11.1% | Added |
| Clark Wealth Partners | 10 | $4.46K | 0.00% | +1+11.1% | Added |
| American Capital Advisory, LLC | 10 | $4.46K | 0.00% | +3+42.9% | Added |
| Nemes Rush Group LLC | 10 | $4.46K | 0.00% | +6+150.0% | Added |
| Creative Capital Management Investments LLC | 10 | $4.46K | 0.00% | +10 | New |
| Darwin Advisors, LLC | 9 | $4.21K | 0.00% | +1+12.5% | Added |
| Fairscale Capital, LLC | 9 | $4.01K | 0.00% | −214−96.0% | Reduced |
| Tiaa Trust, National Association | 9 | $4.01K | 0.00% | −79−89.8% | Reduced |
| Financial Network Wealth Advisors LLC | 9 | $4.01K | 0.00% | −25−73.5% | Reduced |
| Crewe Advisors LLC | 9 | $4.01K | 0.00% | −13−59.1% | Reduced |
| Strategic Wealth Partners, Ltd. | 9 | $4.01K | 0.00% | −3−25.0% | Reduced |
| Corsicana & Co. | 9 | $4.01K | 0.00% | 00.0% | Unchanged |
| Kennebec Savings Bank | 9 | $4.01K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 9 | $4.01K | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 9 | $4.01K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 9 | $4.01K | 0.00% | +9 | New |
| Barnes Dennig Private Wealth Management LLC | 9 | $4.01K | 0.00% | +9 | New |
| Provenance Wealth Advisors, LLC | 9 | $4.01K | 0.00% | +9 | New |
| Planning Strategies Inc. | 9 | $4.01K | 0.00% | +9 | New |
| Abound Wealth Management | 8 | $3.78K | 0.00% | −27−77.1% | Reduced |
| Hoey Investments, Inc | 8 | $3.57K | 0.00% | 00.0% | Unchanged |
| Downshift Financial, LLC | 8 | $3.57K | 0.00% | +8 | New |
| Compass Financial Management LLC | 8 | $3.44K | 0.00% | +8 | New |
| Brooklyn FI, LLC | 9 | $3.40K | 0.00% | +9 | New |
| Pacific Center for Financial Services | 7 | $3.12K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 7 | $3.12K | 0.00% | +3+75.0% | Added |