| Massmutual Trust Co FSB | 710 | $65.6K | 0.00% | +47+7.1% | Added |
| Transamerica Financial Advisors, Inc. | 660 | $61.0K | 0.01% | −2,095−76.0% | Reduced |
| EntryPoint Capital, LLC | 639 | $59.1K | 0.05% | −563−46.8% | Reduced |
| CVA Family Office, LLC | 635 | $58.7K | 0.01% | +5+0.8% | Added |
| Indiana Trust & Investment Management CO | 624 | $57.7K | 0.02% | +624 | New |
| Leonteq Securities AG | 622 | $57.5K | 0.01% | −169−21.4% | Reduced |
| TD Private Client Wealth LLC | 572 | $52.9K | 0.00% | +230+67.3% | Added |
| Bokf, NA | 555 | $51.2K | 0.00% | −241−30.3% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 522 | $48.3K | 0.02% | +522 | New |
| Farmers & Merchants Investments Inc | 436 | $40.3K | 0.00% | 00.0% | Unchanged |
| City State Bank | 424 | $39.0K | 0.02% | +24+6.0% | Added |
| Smartleaf Asset Management LLC | 424 | $38.8K | 0.01% | +95+28.9% | Added |
| LRI Investments, LLC | 412 | $38.1K | 0.01% | +412 | New |
| Larson Financial Group LLC | 407 | $37.6K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 404 | $37.3K | 0.01% | +364+910.0% | Added |
| Richardson Financial Services Inc. | 398 | $36.8K | 0.03% | −40−9.1% | Reduced |
| Raffa Wealth Management, LLC | 382 | $35.3K | 0.01% | +343+879.5% | Added |
| Harbour Investments, Inc. | 377 | $34.9K | 0.00% | +116+44.4% | Added |
| Ronald Blue Trust, Inc. | 354 | $32.7K | 0.00% | +257+264.9% | Added |
| Bell Investment Advisors, Inc | 345 | $31.9K | 0.01% | +6+1.8% | Added |
| Newbridge Financial Services Group, Inc. | 335 | $31.0K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 327 | $30.2K | 0.01% | −38−10.4% | Reduced |
| Versant Capital Management, Inc | 325 | $30.0K | 0.01% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 313 | $28.9K | 0.02% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 303 | $28.0K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 300 | $27.7K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 298 | $27.5K | 0.00% | +35+13.3% | Added |
| Operose Advisors LLC | 278 | $25.7K | 0.01% | 00.0% | Unchanged |
| Twin Tree Management, LP | 256 | $23.7K | 0.00% | −717−73.7% | Reduced |
| Financial Management Professionals, Inc. | 236 | $22.0K | 0.00% | +47+24.9% | Added |
| Bullock Wealth Management Group | 225 | $20.8K | 0.01% | +225 | New |
| Horizons Wealth Management | 273 | $20.3K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 216 | $20.2K | 0.00% | +103+91.2% | Added |
| Baldwin Brothers Inc | 205 | $18.9K | 0.00% | +4+2.0% | Added |
| Rise Advisors, LLC | 202 | $18.7K | 0.01% | +202 | New |
| McIlrath & Eck, LLC | 200 | $18.5K | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 195 | $18.0K | 0.00% | −184−48.5% | Reduced |
| Park Place Capital Corp | 185 | $17.1K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 167 | $15.4K | 0.00% | −15−8.2% | Reduced |
| Bruce G. Allen Investments, LLC | 155 | $14.3K | 0.01% | +44+39.6% | Added |
| Oliver Lagore Vanvalin Investment Group | 154 | $14.2K | 0.00% | −5−3.1% | Reduced |
| Asset Dedication, LLC | 151 | $14.0K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 147 | $14.0K | 0.00% | +12+8.9% | Added |
| Frazier Financial Advisors, LLC | 145 | $13.4K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 125 | $11.6K | 0.00% | −180−59.0% | Reduced |
| Meeder Asset Management Inc | 125 | $11.6K | 0.00% | +125 | New |
| Fortitude Family Office, LLC | 121 | $11.2K | 0.01% | +6+5.2% | Added |
| Financial Perspectives, Inc | 119 | $11.0K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 105 | $9.71K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 101 | $9.34K | 0.00% | +101 | New |
| Rocky Mountain Advisers, LLC | 99 | $9.15K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 95 | $8.78K | 0.00% | −252−72.6% | Reduced |
| Manchester Capital Management LLC | 94 | $8.69K | 0.00% | +94 | New |
| Jones Financial Companies LLLP | 94 | $8.69K | 0.00% | −3−3.1% | Reduced |
| Washington Trust Advisors, Inc. | 92 | $8.53K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 85 | $7.86K | 0.00% | +20+30.8% | Added |
| Kozak & Associates, Inc. | 79 | $7.81K | 0.00% | +79 | New |
| Rakuten Securities, Inc. | 81 | $7.49K | 0.00% | −50,378−99.8% | Reduced |
| Salem Investment Counselors Inc | 79 | $7.30K | 0.00% | +29+58.0% | Added |
| TD Waterhouse Canada Inc. | 60 | $7.15K | 0.00% | +58+2,900.0% | Added |
| Abound Wealth Management | 77 | $7.12K | 0.00% | −9−10.5% | Reduced |
| Capital Advisors, Ltd. LLC | 76 | $7.00K | 0.00% | +7+10.1% | Added |
| Sofos Investments, Inc. | 74 | $6.96K | 0.00% | +70+1,750.0% | Added |
| Valued Wealth Advisors LLC | 73 | $6.75K | 0.00% | +22+43.1% | Added |
| Crewe Advisors LLC | 72 | $6.66K | 0.00% | +72 | New |
| Abich Financial Wealth Management LLC | 70 | $6.47K | 0.01% | +15+27.3% | Added |
| Red Tortoise LLC | 69 | $6.38K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 66 | $6.10K | 0.00% | +66 | New |
| SJS Investment Consulting Inc. | 64 | $5.92K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 62 | $5.73K | 0.00% | +62 | New |
| Macroview Investment Management LLC | 55 | $5.08K | 0.01% | +55 | New |
| Avion Wealth | 52 | $5.00K | 0.00% | −4−7.1% | Reduced |
| MV Capital Management, Inc. | 51 | $4.71K | 0.00% | +3+6.3% | Added |
| Pinnacle Bancorp, Inc. | 51 | $4.71K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 50 | $4.62K | 0.00% | +2+4.2% | Added |
| Retirement Group, LLC | 45 | $4.16K | 0.00% | −10−18.2% | Reduced |
| WealthCollab, LLC | 45 | $4.16K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 44 | $4.07K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 44 | $4.07K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 43 | $4.06K | 0.00% | +6+16.2% | Added |
| WR Wealth Planners, LLC | 39 | $3.60K | 0.00% | +39 | New |
| Hexagon Capital Partners LLC | 31 | $2.87K | 0.00% | +31 | New |
| Dunhill Financial, LLC | 26 | $2.45K | 0.00% | +4+18.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 26 | $2.40K | 0.00% | −47−64.4% | Reduced |
| Bellevue Asset Management, LLC | 26 | $2.40K | 0.00% | +2+8.3% | Added |
| Cullen/Frost Bankers, Inc. | 22 | $2.03K | 0.00% | −112−83.6% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 25 | $2.00K | 0.02% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 21 | $1.94K | 0.00% | +21 | New |
| Cape Investment Advisory, Inc. | 20 | $1.85K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 19 | $1.76K | 0.00% | +19 | New |
| Institutional & Family Asset Management, LLC | 18 | $1.66K | 0.00% | +18 | New |
| Sachetta, LLC | 17 | $1.26K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 20 | $1.00K | 0.00% | +5+33.3% | Added |
| First PREMIER Bank | 15 | $1.00K | 0.00% | +15 | New |
| Tfo-TDC, LLC | 9 | $832 | 0.00% | −3−25.0% | Reduced |
| TFC Financial Management | 9 | $832 | 0.00% | +2+28.6% | Added |
| Beacon Capital Management, LLC | 8 | $740 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 6 | $555 | 0.00% | +6 | New |
| Prestige Wealth Management Group LLC | 6 | $555 | 0.00% | +6 | New |
| Carolinas Wealth Consulting LLC | 5 | $462 | 0.00% | +5 | New |
