| Private Trust Co NA | 160 | $31.0K | 0.00% | −4−2.4% | Reduced |
| Strategic Wealth Partners, Ltd. | 153 | $29.6K | 0.00% | −295−65.8% | Reduced |
| SageView Advisory Group, LLC | 150 | $29.0K | 0.00% | +150 | New |
| Front Row Advisors LLC | 150 | $29.0K | 0.01% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 145 | $28.1K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 122 | $26.8K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 136 | $26.3K | 0.01% | +136 | New |
| Bell Investment Advisors, Inc | 130 | $25.2K | 0.00% | +27+26.2% | Added |
| Compass Financial Services Inc | 125 | $24.2K | 0.01% | −141−53.0% | Reduced |
| Cornerstone Financial Management LLC | 120 | $23.2K | 0.02% | +120 | New |
| Transamerica Financial Advisors, Inc. | 119 | $23.0K | 0.00% | +27+29.3% | Added |
| Evelyn Partners Investment Management LLP | 115 | $22.3K | 0.00% | −100−46.5% | Reduced |
| Manchester Capital Management LLC | 114 | $22.1K | 0.00% | −472−80.5% | Reduced |
| MV Capital Management, Inc. | 113 | $21.9K | 0.00% | −1−0.9% | Reduced |
| Elyxium Wealth, LLC | 112 | $21.7K | 0.01% | +112 | New |
| Farmers & Merchants Investments Inc | 110 | $21.3K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 106 | $20.5K | 0.00% | +106 | New |
| Garton & Associates Financial Advisors LLC | 104 | $20.1K | 0.01% | +104 | New |
| Private Wealth Asset Management, LLC | 102 | $19.7K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 100 | $19.4K | 0.01% | +100 | New |
| REAP Financial Group, LLC | 100 | $19.4K | 0.00% | +100 | New |
| Swiss Re Ltd | 97 | $18.8K | 0.00% | +97 | New |
| Prestige Wealth Management Group LLC | 96 | $18.6K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 96 | $18.6K | 0.00% | +96 | New |
| Tucker Asset Management LLC | 95 | $18.4K | 0.01% | +95 | New |
| Sunbelt Securities, Inc. | 92 | $17.8K | 0.00% | −58−38.7% | Reduced |
| Financial Consulate, Inc | 90 | $17.4K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 90 | $17.4K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 83 | $16.1K | 0.00% | +12+16.9% | Added |
| SHP Wealth Management | 80 | $15.3K | 0.00% | +80 | New |
| JFS Wealth Advisors, LLC | 78 | $15.1K | 0.00% | +47+151.6% | Added |
| Coastline Trust Co | 75 | $14.5K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 57 | $14.3K | 0.00% | −581−91.1% | Reduced |
| Sound Income Strategies, LLC | 62 | $14.1K | 0.00% | +22+55.0% | Added |
| Wellington-Altus USA Inc. | 71 | $13.7K | 0.01% | +71 | New |
| Joseph Group Capital Management | 71 | $13.7K | 0.00% | +71 | New |
| Eastern Bank | 66 | $12.8K | 0.00% | +14+26.9% | Added |
| Greenline Wealth Management LLC | 63 | $12.2K | 0.01% | +63 | New |
| Grove Bank & Trust | 58 | $11.2K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 56 | $10.8K | 0.00% | +47+522.2% | Added |
| GoalVest Advisory LLC | 53 | $10.3K | 0.00% | +53 | New |
| Cape Investment Advisory, Inc. | 52 | $10.1K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 51 | $9.87K | 0.00% | +1+2.0% | Added |
| Key Financial Inc | 50 | $9.68K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 50 | $9.68K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 50 | $9.68K | 0.00% | +50 | New |
| UMA Financial Services, Inc. | 49 | $9.48K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 49 | $9.48K | 0.00% | +49 | New |
| Ogorek Anthony Joseph | 51 | $9.00K | 0.00% | −1−1.9% | Reduced |
| WPG Advisers, LLC | 46 | $8.90K | 0.01% | −71−60.7% | Reduced |
| Fortitude Family Office, LLC | 46 | $8.90K | 0.00% | +7+17.9% | Added |
| Davidson Capital Management Inc. | 45 | $8.71K | 0.00% | −182−80.2% | Reduced |
| GPS Wealth Strategies Group, LLC | 45 | $8.71K | 0.01% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 43 | $8.32K | 0.00% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 42 | $8.13K | 0.01% | +42 | New |
| Hartford Financial Management Inc. | 41 | $7.94K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 39 | $7.55K | 0.00% | +4+11.4% | Added |
| Howard Hughes Medical Institute | 34 | $6.58K | 0.00% | −1−2.9% | Reduced |
| Bruce G. Allen Investments, LLC | 34 | $6.58K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 34 | $6.58K | 0.00% | +34 | New |
| Independence Bank of Kentucky | 33 | $6.39K | 0.00% | +33 | New |
| CoreCap Advisors, LLC | 32 | $6.19K | 0.00% | +23+255.6% | Added |
| Crewe Advisors LLC | 30 | $5.81K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 30 | $5.81K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 29 | $5.58K | 0.00% | +29 | New |
| Abound Wealth Management | 28 | $5.45K | 0.00% | +1+3.7% | Added |
| CBIZ Investment Advisory Services, LLC | 28 | $5.42K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 27 | $5.29K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 27 | $5.24K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 27 | $5.23K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 27 | $5.23K | 0.00% | +27 | New |
| Steigerwald, Gordon & Koch Inc. | 25 | $4.84K | 0.00% | +25 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 24 | $4.65K | 0.01% | +24 | New |
| New Millennium Group LLC | 23 | $4.47K | 0.00% | −50−68.5% | Reduced |
| Modus Advisors, LLC | 23 | $4.46K | 0.00% | +23 | New |
| Raffa Wealth Management, LLC | 23 | $4.45K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 21 | $4.14K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 21 | $4.07K | 0.00% | −460−95.6% | Reduced |
| North Star Investment Management Corp. | 21 | $4.07K | 0.00% | +21 | New |
| Avion Wealth | 23 | $4.00K | 0.00% | +3+15.0% | Added |
| Signature Resources Capital Management, LLC | 20 | $3.92K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 20 | $3.87K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 19 | $3.68K | 0.00% | −2−9.5% | Reduced |
| Creative Financial Designs Inc | 19 | $3.68K | 0.00% | +10+111.1% | Added |
| Bank of Jackson Hole Trust | 18 | $3.48K | 0.00% | +18 | New |
| Bay Harbor Wealth Management, LLC | 17 | $3.29K | 0.00% | +8+88.9% | Added |
| Wealth Watch Advisors, INC | 16 | $3.10K | 0.00% | 00.0% | Unchanged |
| Optima Capital LLC | 16 | $3.10K | 0.00% | +16 | New |
| T. Rowe Price Investment Management, Inc. | 11 | $3.00K | 0.00% | −1,482,272−100.0% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 15 | $2.91K | 0.00% | −47−75.8% | Reduced |
| Rossby Financial, LCC | 15 | $2.90K | 0.00% | +15 | New |
| Three Bearings Fiduciary Advisors, Inc. | 12 | $2.89K | 0.00% | +12 | New |
| Lodestone Wealth Management LLC | 14 | $2.71K | 0.00% | +14 | New |
| ORG Wealth Partners, LLC | 14 | $2.71K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 13 | $2.52K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 13 | $2.52K | 0.00% | +13 | New |
| Bogart Wealth, LLC | 12 | $2.32K | 0.00% | −2−14.3% | Reduced |
| High Note Wealth, LLC | 12 | $2.32K | 0.00% | +12 | New |
| South State Corp. | 11 | $2.13K | 0.00% | −11−50.0% | Reduced |
| Godsey & Gibb Associates | 11 | $2.13K | 0.00% | +11 | New |