| Bartlett & Co. Wealth Management LLC | 751 | $102.6K | 0.00% | +215+40.1% | Added |
| Stephenson National Bank & Trust | 706 | $96.5K | 0.03% | +706 | New |
| Brown Brothers Harriman & Co | 677 | $92.5K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 651 | $88.9K | 0.02% | +14+2.2% | Added |
| Provenance Wealth Advisors, LLC | 600 | $82.0K | 0.01% | 00.0% | Unchanged |
| Vestor Capital, LLC | 600,641 | $82.0K | 0.01% | +600,041+100,006.8% | Added |
| Keating Financial Advisory Services, Inc. | 580 | $79.3K | 0.01% | +580 | New |
| Costello Asset Management, INC | 532 | $72.7K | 0.02% | +11+2.1% | Added |
| Capital Analysts, LLC | 500 | $68.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 479 | $65.5K | 0.00% | +23+5.0% | Added |
| Caitong International Asset Management Co., Ltd | 474 | $64.8K | 0.02% | +365+334.9% | Added |
| Steigerwald, Gordon & Koch Inc. | 414 | $56.6K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 380 | $51.9K | 0.01% | +380 | New |
| CIBC Private Wealth Group, LLC | 376 | $51.4K | 0.00% | +174+86.1% | Added |
| Bessemer Group Inc | 368 | $51.0K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 363 | $49.6K | 0.01% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 343 | $44.9K | 0.00% | +343 | New |
| Quent Capital, LLC | 317 | $43.3K | 0.00% | −1−0.3% | Reduced |
| Sarver Vrooman Wealth Advisors | 289 | $39.5K | 0.03% | −174−37.6% | Reduced |
| Smartleaf Asset Management LLC | 284 | $39.2K | 0.00% | +11+4.0% | Added |
| Root Financial Partners, LLC | 274 | $37.5K | 0.00% | +41+17.6% | Added |
| DT Investment Partners, LLC | 260 | $35.5K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 259 | $35.4K | 0.00% | +121+87.7% | Added |
| Smithfield Trust Co | 260 | $35.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 214 | $29.3K | 0.00% | +214 | New |
| Global Retirement Partners, LLC | 211 | $28.8K | 0.00% | +190+904.8% | Added |
| Atlantic Union Bankshares Corp | 210 | $28.7K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 204 | $27.9K | 0.01% | 00.0% | Unchanged |
| DV Trading LLC | 200 | $27.3K | 0.00% | +200 | New |
| SageView Advisory Group, LLC | 196 | $26.8K | 0.00% | +196 | New |
| Optiver Holding B.V. | 180 | $24.6K | 0.00% | +180 | New |
| Rothschild Investment LLC | 178 | $24.3K | 0.00% | +168+1,680.0% | Added |
| Private Trust Co NA | 171 | $23.4K | 0.00% | −34−16.6% | Reduced |
| Assetmark, Inc | 156 | $21.3K | 0.00% | +57+57.6% | Added |
| AdvisorNet Financial, Inc | 150 | $20.5K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 150 | $20.5K | 0.00% | +150 | New |
| Parkside Financial Bank & Trust | 140 | $19.1K | 0.00% | +13+10.2% | Added |
| Atlantic Trust, LLC | 129 | $17.6K | 0.00% | 00.0% | Unchanged |
| Matrix Trust Co | 119 | $16.0K | 0.00% | −1−0.8% | Reduced |
| Basecamp Wealth Advisors LLC | 97 | $13.3K | 0.00% | +97 | New |
| Lloyd Advisory Services, LLC. | 91 | $12.4K | 0.00% | +91 | New |
| Covestor Ltd | 87 | $12.0K | 0.01% | −3−3.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 86 | $11.8K | 0.00% | +1+1.2% | Added |
| Massmutual Trust Co FSB | 85 | $11.6K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 90 | $11.6K | 0.00% | +1+1.1% | Added |
| Zions Bancorporation, National Association | 78 | $10.7K | 0.00% | +78 | New |
| Stone House Investment Management, LLC | 77 | $10.5K | 0.00% | +77 | New |
| Miller Wealth Advisors, LLC | 75 | $10.3K | 0.00% | 00.0% | Unchanged |
| Bullseye Investment Management, LLC | 70 | $9.57K | 0.00% | +70 | New |
| Pinnacle Wealth Planning Services, Inc. | 66 | $9.02K | 0.00% | +66 | New |
| Manchester Capital Management LLC | 65 | $8.88K | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 65 | $8.88K | 0.00% | +65 | New |
| Halbert Hargrove Global Advisors, LLC | 65 | $8.87K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 61 | $8.34K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 59 | $8.06K | 0.00% | 00.0% | Unchanged |
| Fideuram Asset Management (Ireland) dac | 61 | $7.99K | 0.00% | +61 | New |
| JFS Wealth Advisors, LLC | 56 | $7.66K | 0.00% | +26+86.7% | Added |
| Bruce G. Allen Investments, LLC | 56 | $7.65K | 0.01% | +12+27.3% | Added |
| SBI Securities Co., Ltd. | 55 | $7.52K | 0.00% | −7−11.3% | Reduced |
| Atlas Capital Advisors LLC | 50 | $6.83K | 0.00% | +50 | New |
| Kohmann Bosshard Financial Services, LLC | 50 | $6.83K | 0.00% | +50 | New |
| Kingdom Financial Group LLC. | 49 | $6.67K | 0.00% | +49 | New |
| Elyxium Wealth, LLC | 41 | $5.60K | 0.00% | +41 | New |
| WealthCollab, LLC | 40 | $5.47K | 0.00% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 38 | $5.19K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 37 | $5.06K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 32 | $4.37K | 0.00% | +2+6.7% | Added |
| Westside Investment Management, Inc. | 32 | $4.37K | 0.00% | +32 | New |
| Torren Management, LLC | 32 | $4.33K | 0.00% | +32 | New |
| UMA Financial Services, Inc. | 31 | $4.24K | 0.00% | −1−3.1% | Reduced |
| Fortitude Family Office, LLC | 30 | $4.10K | 0.00% | −1−3.2% | Reduced |
| Rossby Financial, LCC | 30 | $4.10K | 0.00% | +30 | New |
| Concord Wealth Partners | 28 | $3.83K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 27 | $3.69K | 0.00% | +5+22.7% | Added |
| Jessup Wealth Management, Inc | 26 | $3.58K | 0.00% | +26 | New |
| Cornerstone Financial Management LLC | 25 | $3.42K | 0.00% | +25 | New |
| Huntington National Bank | 24 | $3.28K | 0.00% | +17+242.9% | Added |
| LRI Investments, LLC | 23 | $3.14K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 23 | $3.14K | 0.00% | +23 | New |
| Private Wealth Management Group, LLC | 21 | $2.87K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 20 | $2.73K | 0.00% | −28−58.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 19 | $2.60K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 17 | $2.32K | 0.00% | +2+13.3% | Added |
| Marquette Asset Management, LLC | 16 | $2.19K | 0.00% | +16 | New |
| High Note Wealth, LLC | 16 | $2.19K | 0.00% | +16 | New |
| Optima Capital LLC | 16 | $2.19K | 0.00% | +16 | New |
| Ogorek Anthony Joseph | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 14 | $1.91K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 14 | $1.91K | 0.00% | +4+40.0% | Added |
| Quest 10 Wealth Builders, Inc. | 13 | $1.78K | 0.00% | +13 | New |
| Addison Advisors LLC | 11 | $1.50K | 0.00% | +4+57.1% | Added |
| Cromwell Holdings LLC | 11 | $1.50K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 10 | $1.37K | 0.00% | +1+11.1% | Added |
| True Wealth Design, LLC | 10 | $1.31K | 0.00% | +1+11.1% | Added |
| Valued Wealth Advisors LLC | 9 | $1.24K | 0.00% | +4+80.0% | Added |
| Turning Point Benefit Group, Inc. | 9 | $1.23K | 0.00% | +9 | New |
| Signature Equity Partners, LLC | 9 | $1.23K | 0.00% | +9 | New |
| South State Corp. | 8 | $1.09K | 0.00% | −5−38.5% | Reduced |
| Bay Harbor Wealth Management, LLC | 8 | $1.09K | 0.00% | +2+33.3% | Added |
| Networth Advisors, LLC | 8 | $1.09K | 0.00% | +8 | New |
