| Spire Wealth Management | 2,976 | $75.9K | 0.00% | −762−20.4% | Reduced |
| Pinnacle Holdings, LLC | 2,965 | $75.6K | 0.04% | +2,965 | New |
| Edmond de Rothschild Holding S.A. | 2,801 | $71.4K | 0.00% | −4,069−59.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,478 | $63.2K | 0.00% | −43−1.7% | Reduced |
| EverSource Wealth Advisors, LLC | 2,335 | $59.5K | 0.01% | −280−10.7% | Reduced |
| Clear Street Markets LLC | 2,100 | $54.0K | 0.01% | −9,417−81.8% | Reduced |
| Bokf, NA | 2,025 | $51.6K | 0.00% | +2,025 | New |
| Harbour Investments, Inc. | 2,013 | $51.3K | 0.00% | −274−12.0% | Reduced |
| Deseret Mutual Benefit Administrators | 1,825 | $46.5K | 0.02% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1,758 | $44.8K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 1,545 | $39.4K | 0.00% | −9−0.6% | Reduced |
| Proequities, Inc. | 1,355 | $34.5K | 0.00% | +275+25.5% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 1,200 | $31.0K | 0.00% | +751+167.3% | Added |
| IFP Advisors, Inc | 1,179 | $30.7K | 0.00% | −3,800−76.3% | Reduced |
| Denali Advisors LLC | 1,125 | $28.7K | 0.01% | −75−6.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,120 | $28.5K | 0.00% | −35−3.0% | Reduced |
| Versant Capital Management, Inc | 1,035 | $26.4K | 0.01% | +31+3.1% | Added |
| Loomis Sayles & Co L P | 971 | $25.0K | 0.00% | +971 | New |
| WealthPLAN Partners, LLC | 980 | $25.0K | 0.00% | +980 | New |
| Institutional & Family Asset Management, LLC | 900 | $22.9K | 0.00% | +900 | New |
| Raffa Wealth Management, LLC | 860 | $21.9K | 0.01% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 819 | $21.2K | 0.00% | +819 | New |
| Farther Finance Advisors, LLC | 821 | $20.9K | 0.01% | +9+1.1% | Added |
| Atticus Wealth Management, LLC | 816 | $20.8K | 0.01% | −334−29.0% | Reduced |
| Advisory Services Network, LLC | 743 | $18.9K | 0.00% | −242−24.6% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 711 | $18.0K | 0.01% | +209+41.6% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 654 | $16.7K | 0.01% | +150+29.8% | Added |
| Private Trust Co NA | 629 | $16.0K | 0.00% | 00.0% | Unchanged |
| ING Groep NV | 600 | $15.3K | 0.00% | +600 | New |
| Grove Bank & Trust | 557 | $14.2K | 0.00% | −2,870−83.7% | Reduced |
| Plante Moran Financial Advisors, LLC | 497 | $12.7K | 0.00% | +4+0.8% | Added |
| TSFG, LLC | 468 | $12.0K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 459 | $11.7K | 0.00% | +459 | New |
| Mark Sheptoff Financial Planning, LLC | 450 | $11.5K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 424 | $10.8K | 0.01% | +3+0.7% | Added |
| Ancora Advisors, LLC | 410 | $10.5K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 410 | $10.5K | 0.00% | +111+37.1% | Added |
| Belpointe Asset Management LLC | 394 | $10.0K | 0.00% | −230−36.9% | Reduced |
| Westside Investment Management, Inc. | 386 | $9.84K | 0.00% | 00.0% | Unchanged |
| Liberty One Investment Management, LLC | 374 | $9.55K | 0.00% | +2+0.5% | Added |
| TD Waterhouse Canada Inc. | 373 | $9.46K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 357 | $9.00K | 0.00% | +357 | New |
| Endurance Wealth Management, Inc. | 307 | $8.00K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 311 | $7.93K | 0.00% | −158−33.7% | Reduced |
| Zions Bancorporation, N.A. | 301 | $7.67K | 0.00% | +69+29.7% | Added |
| Harbor Investment Advisory, LLC | 300 | $7.65K | 0.00% | −500−62.5% | Reduced |
| Optimum Investment Advisors | 300 | $7.65K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 282 | $7.19K | 0.00% | +1+0.4% | Added |
| Baystate Wealth Management LLC | 272 | $6.95K | 0.00% | +2+0.7% | Added |
| Sound Income Strategies, LLC | 270 | $6.88K | 0.00% | −5−1.8% | Reduced |
| SRS Capital Advisors, Inc. | 260 | $6.63K | 0.00% | +240+1,200.0% | Added |
| Red Tortoise LLC | 255 | $6.50K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 233 | $5.94K | 0.00% | +233 | New |
| Earnest Partners LLC | 217 | $5.53K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 200 | $5.10K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 200 | $5.10K | 0.00% | 00.0% | Unchanged |
| Kenfarb & Co. | 200 | $5.10K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 195 | $4.97K | 0.00% | −22−10.1% | Reduced |
| Capital Advisors, Ltd. LLC | 164 | $4.00K | 0.00% | +140+583.3% | Added |
| Pinnacle Bancorp, Inc. | 152 | $3.87K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 150 | $3.82K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 150 | $3.82K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 150 | $3.82K | 0.00% | +135+900.0% | Added |
| HHM Wealth Advisors, LLC | 148 | $3.77K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 147 | $3.75K | 0.00% | +147 | New |
| Sutton Wealth Advisors Inc. | 141 | $3.59K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 139 | $3.56K | 0.00% | +139 | New |
| Global Retirement Partners, LLC | 138 | $3.44K | 0.00% | −1,933−93.3% | Reduced |
| BTG Pactual Global Asset Management Ltd | 124 | $3.16K | 0.00% | +124 | New |
| North Star Investment Management Corp. | 120 | $3.06K | 0.00% | −240−66.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 119 | $3.03K | 0.00% | −9,017−98.7% | Reduced |
| Schubert & Co | 117 | $2.98K | 0.00% | +21+21.9% | Added |
| Laurel Wealth Advisors LLC | 100 | $2.55K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 100 | $2.55K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 97 | $2.47K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 92 | $2.35K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 88 | $2.24K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 84 | $2.14K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 97 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 85 | $2.00K | 0.00% | +85 | New |
| SJS Investment Consulting Inc. | 76 | $1.94K | 0.00% | +12+18.8% | Added |
| Disciplined Investments, LLC | 69 | $1.76K | 0.00% | +62+885.7% | Added |
| GHP Investment Advisors, Inc. | 65 | $1.67K | 0.00% | +40+160.0% | Added |
| Bell Investment Advisors, Inc | 61 | $1.55K | 0.00% | −186−75.3% | Reduced |
| Glassman Wealth Services | 60 | $1.53K | 0.00% | +6+11.1% | Added |
| Baker Avenue Asset Management, LP | 57 | $1.45K | 0.00% | +13+29.5% | Added |
| Clearstead Advisors, LLC | 52 | $1.33K | 0.00% | −3,566−98.6% | Reduced |
| Cape Investment Advisory, Inc. | 51 | $1.30K | 0.00% | +51 | New |
| TCI Wealth Advisors, Inc. | 40 | $1.02K | 0.00% | +11+37.9% | Added |
| Steward Financial Group LLC | 69 | $1.00K | 0.00% | −52−43.0% | Reduced |
| Baldrige Asset Management LLC | 22 | $1.00K | 0.00% | +22 | New |
| Jackson, Grant Investment Advisers, Inc. | 36 | $918 | 0.00% | +36 | New |
| Investors Research Corp | 35 | $892 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 34 | $867 | 0.00% | +34 | New |
| Global Financial Private Client, LLC | 23 | $583 | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 20 | $510 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 18 | $458 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 9 | $229 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 5 | $135 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 2 | $51 | 0.00% | −1−33.3% | Reduced |
