| Vega Investment Solutions | 58 | $32.9K | 0.01% | +58 | New |
| TCTC Holdings, LLC | 56 | $31.8K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Asset Management Ltd | 55 | $31.2K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 56 | $31.0K | 0.00% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 52 | $29.5K | 0.02% | +52 | New |
| Fourth Dimension Wealth, LLC | 51 | $29.0K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 50 | $28.4K | 0.00% | +50 | New |
| DV Trading LLC | 47 | $26.7K | 0.00% | +47 | New |
| CVA Family Office, LLC | 45 | $25.6K | 0.00% | −20−30.8% | Reduced |
| Farmers & Merchants Investments Inc | 45 | $25.6K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 43 | $24.4K | 0.00% | +27+168.8% | Added |
| Purpose Unlimited Inc. | 41 | $23.3K | 0.00% | +41 | New |
| Salomon & Ludwin, LLC | 39 | $23.1K | 0.00% | +10+34.5% | Added |
| Delos Wealth Advisors, LLC | 40 | $22.7K | 0.01% | +40 | New |
| GPS Wealth Strategies Group, LLC | 40 | $22.7K | 0.02% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 40 | $22.7K | 0.01% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 39 | $22.1K | 0.00% | −97−71.3% | Reduced |
| LRI Investments, LLC | 38 | $21.6K | 0.00% | +10+35.7% | Added |
| Manchester Capital Management LLC | 37 | $21.0K | 0.00% | +15+68.2% | Added |
| Brown, Lisle/Cummings, Inc. | 35 | $19.9K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 35 | $19.9K | 0.00% | +35 | New |
| Root Financial Partners, LLC | 34 | $19.3K | 0.00% | −13−27.7% | Reduced |
| Covestor Ltd | 33 | $19.0K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 32 | $18.2K | 0.00% | +22+220.0% | Added |
| AdvisorNet Financial, Inc | 31 | $17.6K | 0.00% | −54−63.5% | Reduced |
| Liberty One Investment Management, LLC | 30 | $17.0K | 0.00% | −432−93.5% | Reduced |
| Catalyst Capital Advisors LLC | 30 | $17.0K | 0.00% | −9−23.1% | Reduced |
| Kemnay Advisory Services Inc. | 30 | $17.0K | 0.00% | +30 | New |
| Chesapeake Asset Management LLC | 29 | $16.5K | 0.01% | +29 | New |
| Rialto Wealth Management, LLC | 28 | $15.9K | 0.00% | +25+833.3% | Added |
| Sawyer & Company, Inc | 28 | $15.9K | 0.01% | +2+7.7% | Added |
| Colonial Trust Advisors | 27 | $15.3K | 0.00% | 00.0% | Unchanged |
| Swiss Re Ltd | 27 | $15.3K | 0.00% | +27 | New |
| Curio Wealth, LLC | 25 | $14.8K | 0.01% | +25 | New |
| MV Capital Management, Inc. | 26 | $14.8K | 0.00% | −6−18.8% | Reduced |
| Quarry LP | 26 | $14.8K | 0.00% | −87−77.0% | Reduced |
| Rational Advisors LLC | 26 | $14.8K | 0.00% | +2+8.3% | Added |
| Johnson Financial Group, Inc. | 25 | $14.2K | 0.00% | −107−81.1% | Reduced |
| HM Payson & Co | 25 | $14.2K | 0.00% | +10+66.7% | Added |
| Greykasell Wealth Strategies, Inc. | 24 | $13.6K | 0.01% | 00.0% | Unchanged |
| Triumph Capital Management | 24 | $13.6K | 0.00% | +24 | New |
| Quaker Wealth Management, LLC | 22 | $12.5K | 0.00% | +1+4.8% | Added |
| Hazlett, Burt & Watson, Inc. | 20 | $12.0K | 0.00% | +20 | New |
| Sachetta, LLC | 21 | $11.9K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 21 | $11.9K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 21 | $11.9K | 0.00% | +21 | New |
| Fortitude Family Office, LLC | 20 | $11.4K | 0.00% | −1−4.8% | Reduced |
| Itau Unibanco Holding S.A. | 20 | $11.4K | 0.00% | +20 | New |
| MCF Advisors LLC | 20 | $11.4K | 0.00% | +20 | New |
| JFS Wealth Advisors, LLC | 19 | $10.8K | 0.00% | −1−5.0% | Reduced |
| Quest 10 Wealth Builders, Inc. | 17 | $9.65K | 0.01% | −11−39.3% | Reduced |
| Motco | 17 | $9.65K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 16 | $9.09K | 0.00% | −24−60.0% | Reduced |
| Howard Hughes Medical Institute | 16 | $9.09K | 0.01% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 16 | $9.09K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 16 | $9.09K | 0.00% | +7+77.8% | Added |
| Rossby Financial, LCC | 16 | $9.09K | 0.00% | +13+433.3% | Added |
| Sankala Group LLC | 16 | $8.68K | 0.01% | +16 | New |
| Hurley Capital, LLC | 15 | $8.52K | 0.00% | −1−6.3% | Reduced |
| Raffa Wealth Management, LLC | 15 | $8.52K | 0.00% | 00.0% | Unchanged |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 15 | $8.52K | 0.01% | +15 | New |
| Arlington Trust Co LLC | 14 | $7.95K | 0.00% | +14 | New |
| Abound Wealth Management | 13 | $7.38K | 0.00% | −4−23.5% | Reduced |
| Kilter Group LLC | 13 | $7.38K | 0.00% | +6+85.7% | Added |
| Whi Trust Co LLC | 13 | $7.38K | 0.01% | +13 | New |
| Dunhill Financial, LLC | 12 | $7.08K | 0.00% | 00.0% | Unchanged |
| IFC & Insurance Marketing, Inc. | 13 | $7.00K | 0.01% | +13 | New |
| DT Investment Partners, LLC | 12 | $6.82K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 12 | $6.82K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 12 | $6.82K | 0.00% | +12 | New |
| Cornerstone Planning Group LLC | 12 | $6.60K | 0.00% | −6−33.3% | Reduced |
| Dogwood Wealth Management LLC | 11 | $6.25K | 0.00% | +5+83.3% | Added |
| GHP Investment Advisors, Inc. | 10 | $5.68K | 0.00% | +10 | New |
| Peoples Financial Services Corp. | 10 | $5.68K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $5.68K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 10 | $5.68K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 10 | $5.68K | 0.00% | +5+100.0% | Added |
| Oakworth Capital, Inc. | 10 | $5.68K | 0.00% | +10 | New |
| Tidemark, LLC | 10 | $5.68K | 0.00% | +10 | New |
| 1015 Capital Partners, LLC | 10 | $5.68K | 0.01% | +10 | New |
| Addison Advisors LLC | 9 | $5.11K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 9 | $5.11K | 0.00% | +6+200.0% | Added |
| Highline Wealth Partners LLC | 9 | $5.11K | 0.00% | −15−62.5% | Reduced |
| Avion Wealth | 10 | $5.00K | 0.00% | −2−16.7% | Reduced |
| UMA Financial Services, Inc. | 8 | $4.54K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 8 | $4.54K | 0.00% | +8 | New |
| Marshall & Sterling Wealth Advisors Inc. | 7 | $3.98K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 6 | $3.41K | 0.00% | −33−84.6% | Reduced |
| DiNuzzo Private Wealth, Inc. | 6 | $3.41K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 6 | $3.41K | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 6 | $3.41K | 0.00% | +5+500.0% | Added |
| Pier Capital, LLC | 5 | $2.84K | 0.00% | −1,127−99.6% | Reduced |
| Legacy Wealth Managment, LLC | 5 | $2.84K | 0.00% | −5−50.0% | Reduced |
| Tradewinds Capital Management, LLC | 5 | $2.84K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 5 | $2.84K | 0.00% | +1+25.0% | Added |
| Clark Wealth Partners | 5 | $2.84K | 0.00% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 5 | $2.84K | 0.00% | +5 | New |
| Ameriflex Group, Inc. | 4 | $2.27K | 0.00% | −4−50.0% | Reduced |
| CBIZ Investment Advisory Services, LLC | 4 | $2.27K | 0.00% | −2−33.3% | Reduced |
| Transamerica Financial Advisors, Inc. | 4 | $2.27K | 0.00% | −1−20.0% | Reduced |