| Castleview Partners, LLC | 89 | $111.6K | 0.06% | +2+2.3% | Added |
| Financial Life Planners | 80 | $101.6K | 0.09% | +80 | New |
| Covestor Ltd | 79 | $100.0K | 0.06% | −4−4.8% | Reduced |
| Johnson Financial Group, Inc. | 73 | $98.8K | 0.00% | +40+121.2% | Added |
| Eastern Bank | 78 | $98.8K | 0.00% | +73+1,460.0% | Added |
| Union Savings Bank | 75 | $95.0K | 0.05% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 75 | $94.4K | 0.05% | +75 | New |
| WPG Advisers, LLC | 73 | $92.5K | 0.09% | +73 | New |
| Atlantic Trust, LLC | 72 | $91.2K | 0.02% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 70 | $88.7K | 0.03% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 70 | $88.7K | 0.01% | +66+1,650.0% | Added |
| Hemington Wealth Management | 62 | $78.0K | 0.02% | −3−4.6% | Reduced |
| Rothschild Investment LLC | 61 | $77.3K | 0.01% | −4−6.2% | Reduced |
| SBI Securities Co., Ltd. | 61 | $77.3K | 0.00% | +61 | New |
| Kings Path Partners LLC | 60 | $76.0K | 0.03% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 60 | $76.0K | 0.03% | +7+13.2% | Added |
| Van Hulzen Asset Management, LLC | 60 | $76.0K | 0.01% | +60 | New |
| Whipplewood Advisors, LLC | 58 | $73.5K | 0.04% | +58 | New |
| Golden State Wealth Management, LLC | 57 | $73.0K | 0.01% | +57 | New |
| TFC Financial Management | 57 | $72.2K | 0.01% | −28−32.9% | Reduced |
| Central Trust Co | 57 | $72.2K | 0.00% | +42+280.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 56 | $71.0K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 56 | $70.5K | 0.03% | +3+5.7% | Added |
| Smithfield Trust Co | 56 | $70.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 52 | $65.9K | 0.06% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 50 | $63.4K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 43 | $55.0K | 0.04% | 00.0% | Unchanged |
| Longview Financial Advisors LLC | 41 | $52.0K | 0.03% | +41 | New |
| Larson Financial Group LLC | 41 | $52.0K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 35 | $44.4K | 0.02% | +18+105.9% | Added |
| Farmers & Merchants Investments Inc | 34 | $43.1K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 34 | $43.1K | 0.00% | +2+6.3% | Added |
| Central Pacific Bank - Trust Division | 32 | $40.6K | 0.01% | +2+6.7% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 31 | $39.3K | 0.01% | +1+3.3% | Added |
| Meeder Asset Management Inc | 31 | $39.3K | 0.00% | +21+210.0% | Added |
| Arlington Trust Co LLC | 30 | $38.0K | 0.01% | −56−65.1% | Reduced |
| Tortoise Investment Management, LLC | 29 | $36.8K | 0.00% | +3+11.5% | Added |
| Core Alternative Capital | 28 | $35.5K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 28 | $35.5K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 27 | $34.2K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 26 | $32.9K | 0.01% | +7+36.8% | Added |
| Versant Capital Management, Inc | 26 | $32.9K | 0.01% | +18+225.0% | Added |
| Trust Co of Vermont | 25 | $31.7K | 0.00% | +15+150.0% | Added |
| Park Square Financial Group, LLC | 25 | $31.7K | 0.02% | +25 | New |
| Capital Advisors, Ltd. LLC | 24 | $30.0K | 0.00% | +16+200.0% | Added |
| St Germain D J Co Inc | 21 | $26.6K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 20 | $25.3K | 0.00% | −1−4.8% | Reduced |
| Atticus Wealth Management, LLC | 20 | $25.3K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 18 | $22.8K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 18 | $22.8K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 17 | $22.0K | 0.00% | −140−89.2% | Reduced |
| Hurley Capital, LLC | 16 | $21.7K | 0.02% | +16 | New |
| Raleigh Capital Management Inc. | 17 | $21.5K | 0.01% | −6−26.1% | Reduced |
| Archer Investment Corp | 17 | $21.5K | 0.01% | −1−5.6% | Reduced |
| Financial Management Professionals, Inc. | 17 | $21.5K | 0.00% | 00.0% | Unchanged |
| Wingate Wealth Advisors, Inc. | 17 | $21.5K | 0.02% | +17 | New |
| UMA Financial Services, Inc. | 16 | $20.3K | 0.00% | +16 | New |
| Pacific Capital Wealth Advisors, Inc | 16 | $20.3K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 15 | $19.0K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 15 | $19.0K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 14 | $17.7K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 14 | $17.7K | 0.01% | +1+7.7% | Added |
| Bellevue Asset Management, LLC | 14 | $17.7K | 0.01% | +1+7.7% | Added |
| Bogart Wealth, LLC | 13 | $16.5K | 0.00% | +5+62.5% | Added |
| Winch Advisory Services, LLC | 13 | $16.5K | 0.00% | +13 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 13 | $16.5K | 0.00% | +1+8.3% | Added |
| Darwin Advisors, LLC | 11 | $13.9K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 11 | $13.9K | 0.00% | 00.0% | Unchanged |
| New Wave Wealth Advisors LLC | 11 | $13.9K | 0.01% | +11 | New |
| Colonial Trust Co | 11 | $13.7K | 0.00% | +5+83.3% | Added |
| Ameriflex Group, Inc. | 10 | $13.5K | 0.01% | +10 | New |
| Kestra Investment Management, LLC | 10 | $13.0K | 0.00% | +10 | New |
| Harbor Investment Advisory, LLC | 10 | $12.7K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 10 | $12.7K | 0.00% | +7+233.3% | Added |
| Bell Investment Advisors, Inc | 9 | $11.4K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 9 | $11.4K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 9 | $11.4K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 9 | $11.4K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 9 | $11.4K | 0.01% | +2+28.6% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 9 | $11.4K | 0.02% | +9 | New |
| Piscataqua Savings Bank | 9 | $11.4K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 9 | $11.1K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 8 | $10.6K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 8 | $10.1K | 0.00% | −3−27.3% | Reduced |
| Zions Bancorporation, N.A. | 8 | $10.1K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 8 | $10.1K | 0.01% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 8 | $10.1K | 0.00% | +6+300.0% | Added |
| Sierra Ocean, LLC | 8 | $10.1K | 0.01% | +8 | New |
| Ogorek Anthony Joseph | 8 | $10.0K | 0.00% | +8 | New |
| Cedar Wealth Management, LLC | 7 | $8.87K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 7 | $8.87K | 0.00% | 00.0% | Unchanged |
| Fedenia Advisers LLC | 7 | $8.87K | 0.01% | +7 | New |
| Semmax Financial Advisors Inc. | 6 | $8.02K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 7 | $8.00K | 0.00% | −1−12.5% | Reduced |
| Sunbelt Securities, Inc. | 6 | $7.80K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 6 | $7.60K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 6 | $7.60K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 6 | $7.60K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 6 | $7.60K | 0.00% | +1+20.0% | Added |
| Atlantic Edge Private Wealth Management, LLC | 6 | $7.60K | 0.00% | +6 | New |
