| Sittner & Nelson, LLC | 171 | $30.5K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 165 | $29.4K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 163 | $29.0K | 0.00% | +15+10.1% | Added |
| Harbor Capital Advisors, Inc. | 158 | $28.0K | 0.00% | −17−9.7% | Reduced |
| Park Place Capital Corp | 152 | $27.1K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 149 | $26.5K | 0.00% | +49+49.0% | Added |
| Solstein Capital, LLC | 148 | $26.4K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 147 | $26.2K | 0.01% | +11+8.1% | Added |
| Burkett Financial Services, LLC | 146 | $26.0K | 0.01% | +1+0.7% | Added |
| Hazlett, Burt & Watson, Inc. | 142 | $26.0K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 143 | $25.5K | 0.01% | +24+20.2% | Added |
| Armstrong Advisory Group, Inc | 143 | $25.5K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 143 | $25.5K | 0.01% | +12+9.2% | Added |
| Financial Network Wealth Advisors LLC | 142 | $25.3K | 0.03% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 142 | $25.3K | 0.01% | +65+84.4% | Added |
| Provenance Wealth Advisors, LLC | 139 | $24.8K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 136 | $24.2K | 0.01% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 135 | $24.0K | 0.00% | +10+8.0% | Added |
| Avion Wealth | 135 | $24.0K | 0.01% | +2+1.5% | Added |
| Center for Financial Planning, Inc. | 133 | $23.7K | 0.00% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 131 | $23.3K | 0.00% | +131 | New |
| Arlington Trust Co LLC | 131 | $23.3K | 0.00% | −4−3.0% | Reduced |
| Ogorek Anthony Joseph | 131 | $23.0K | 0.01% | +3+2.3% | Added |
| Central Pacific Bank - Trust Division | 125 | $22.3K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 118 | $21.0K | 0.00% | +118 | New |
| MJT & Associates Financial Advisory Group, Inc. | 114 | $20.3K | 0.02% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 115 | $20.0K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 110 | $19.6K | 0.00% | +110 | New |
| Vision Financial Markets LLC | 110 | $19.6K | 0.02% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 107 | $19.1K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 105 | $18.7K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 105 | $18.7K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 102 | $18.2K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 101 | $18.1K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 100 | $17.8K | 0.01% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 100 | $17.8K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 100 | $17.8K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 100 | $17.8K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 95 | $16.9K | 0.00% | +95 | New |
| Winch Advisory Services, LLC | 94 | $16.8K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 94 | $16.7K | 0.00% | +94 | New |
| New Millennium Group LLC | 91 | $16.2K | 0.01% | 00.0% | Unchanged |
| High Note Wealth, LLC | 91 | $16.2K | 0.00% | +4+4.6% | Added |
| Raffa Wealth Management, LLC | 91 | $16.2K | 0.00% | +18+24.7% | Added |
| Citizens National Bank Trust Department | 83 | $14.8K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 83 | $14.8K | 0.01% | +6+7.8% | Added |
| Red Tortoise LLC | 81 | $14.4K | 0.01% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 78 | $13.9K | 0.01% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 75 | $13.4K | 0.00% | +75 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 73 | $13.0K | 0.02% | −21−22.3% | Reduced |
| Smithfield Trust Co | 66 | $12.0K | 0.00% | +66 | New |
| Marshall & Sterling Wealth Advisors Inc. | 65 | $11.6K | 0.01% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 63 | $11.2K | 0.00% | +30+90.9% | Added |
| Kilter Group LLC | 59 | $10.5K | 0.00% | +4+7.3% | Added |
| Birchbrook, Inc. | 59 | $10.5K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 10,376 | $10.4K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 58 | $10.3K | 0.00% | −3−4.9% | Reduced |
| Navigoe, LLC | 60 | $10.0K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 57 | $10.0K | 0.00% | +11+23.9% | Added |
| South State Corp. | 56 | $9.98K | 0.00% | −66−54.1% | Reduced |
| Aspect Partners, LLC | 56 | $9.97K | 0.00% | +11+24.4% | Added |
| Crowley Wealth Management, Inc. | 55 | $9.80K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 54 | $9.69K | 0.00% | +54 | New |
| Bartlett & Co. Wealth Management LLC | 54 | $9.67K | 0.00% | +50+1,250.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 53 | $9.55K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 52 | $9.26K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 50 | $8.91K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 48 | $8.59K | 0.00% | 00.0% | Unchanged |
| Compass Financial Services Inc | 46 | $8.21K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 46 | $8.19K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 44 | $7.84K | 0.00% | +44 | New |
| Strategic Advocates LLC | 41 | $7.30K | 0.00% | +41 | New |
| Centerpoint Advisors, LLC | 42 | $7.00K | 0.00% | +42 | New |
| Tortoise Investment Management, LLC | 37 | $6.59K | 0.00% | +11+42.3% | Added |
| Clark Wealth Partners | 34 | $6.31K | 0.00% | +5+17.2% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 34 | $6.06K | 0.01% | −2,578−98.7% | Reduced |
| Bryn Mawr Trust Co | 33 | $5.88K | 0.00% | −2,857−98.9% | Reduced |
| DT Investment Partners, LLC | 32 | $5.70K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 32 | $5.70K | 0.00% | +32 | New |
| Principia Wealth Advisory, LLC | 32 | $5.70K | 0.00% | +3+10.3% | Added |
| TD Capital Management LLC | 31 | $5.55K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 30 | $5.38K | 0.00% | +30 | New |
| TFC Financial Management | 30 | $5.36K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 29 | $5.17K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 29 | $5.17K | 0.00% | +16+123.1% | Added |
| HighMark Wealth Management LLC | 29 | $5.17K | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 29 | $5.17K | 0.00% | +29 | New |
| Richardson Financial Services Inc. | 27 | $4.81K | 0.00% | +27 | New |
| Winnow Wealth LLC | 26 | $4.65K | 0.00% | +26 | New |
| Crews Bank & Trust | 26 | $4.63K | 0.00% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 26 | $4.63K | 0.00% | +26 | New |
| IMG Wealth Management, Inc. | 25 | $4.45K | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 25 | $4.45K | 0.00% | +25 | New |
| Creative Capital Management Investments LLC | 25 | $4.45K | 0.00% | +25 | New |
| ZRC Wealth Management, LLC | 24 | $4.28K | 0.00% | +24 | New |
| Evergreen Private Wealth LLC | 23 | $4.10K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 23 | $4.10K | 0.00% | 00.0% | Unchanged |
| Guerra Advisors Inc | 23 | $4.10K | 0.00% | +23 | New |
| Cloud Capital Management, LLC | 27 | $4.00K | 0.00% | +27 | New |
| Maseco LLP | 22 | $3.99K | 0.00% | 00.0% | Unchanged |
