| Venturi Wealth Management, LLC | 319 | $24.8K | 0.00% | −285−47.2% | Reduced |
| Global Financial Private Client, LLC | 318 | $24.7K | 0.01% | +6+1.9% | Added |
| TD Waterhouse Canada Inc. | 307 | $23.9K | 0.00% | −200−39.4% | Reduced |
| Rakuten Securities, Inc. | 304 | $23.6K | 0.01% | +297+4,242.9% | Added |
| Farther Finance Advisors, LLC | 302 | $23.5K | 0.00% | −131−30.3% | Reduced |
| Altshuler Shaham Ltd | 300 | $23.3K | 0.00% | +79+35.7% | Added |
| GeoWealth Management, LLC | 297 | $23.1K | 0.00% | −47−13.7% | Reduced |
| Smartleaf Asset Management LLC | 265 | $20.4K | 0.00% | −1,477−84.8% | Reduced |
| Eastern Bank | 250 | $19.4K | 0.00% | 00.0% | Unchanged |
| Mizuho Bank, Ltd. | 250 | $19.4K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 248 | $19.3K | 0.00% | +88+55.0% | Added |
| Massmutual Trust Co FSB | 247 | $19.2K | 0.00% | −131−34.7% | Reduced |
| Roxbury Financial LLC | 212 | $19.0K | 0.02% | +212 | New |
| Private Trust Co NA | 237 | $18.4K | 0.00% | +13+5.8% | Added |
| Ancora Advisors, LLC | 227 | $17.7K | 0.00% | −108−32.2% | Reduced |
| Proequities, Inc. | 213 | $16.6K | 0.00% | +13+6.5% | Added |
| Ronald Blue Trust, Inc. | 209 | $16.3K | 0.00% | −449−68.2% | Reduced |
| Atlas Capital Advisors LLC | 200 | $15.6K | 0.00% | −561−73.7% | Reduced |
| Riverview Trust Co | 195 | $15.2K | 0.01% | −263−57.4% | Reduced |
| Parkside Financial Bank & Trust | 190 | $14.8K | 0.00% | +99+108.8% | Added |
| Cromwell Holdings LLC | 186 | $14.5K | 0.01% | +186 | New |
| Caitong International Asset Management Co., Ltd | 173 | $13.5K | 0.01% | +173 | New |
| Iron Horse Wealth Management, LLC | 170 | $13.2K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 170 | $13.2K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 169 | $13.1K | 0.00% | −31−15.5% | Reduced |
| Umb Bank N A | 160 | $12.4K | 0.00% | −492−75.5% | Reduced |
| Blue Bell Private Wealth Management, LLC | 150 | $11.7K | 0.00% | 00.0% | Unchanged |
| FLP Wealth Management, LLC | 130 | $10.1K | 0.03% | +130 | New |
| Chelsea Counsel Co | 130 | $10.1K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 136 | $10.0K | 0.00% | −6−4.2% | Reduced |
| Richard W. Paul & Associates, LLC | 120 | $9.33K | 0.00% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 120 | $9.33K | 0.01% | +120 | New |
| Private Wealth Management Group, LLC | 112 | $8.71K | 0.00% | +33+41.8% | Added |
| Farmers & Merchants Investments Inc | 108 | $8.40K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 104 | $8.09K | 0.01% | −16−13.3% | Reduced |
| Colonial Trust Co | 103 | $8.01K | 0.00% | +103 | New |
| GW&K Investment Management, LLC | 100 | $8.00K | 0.00% | +5+5.3% | Added |
| West Branch Capital LLC | 102 | $7.96K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 103 | $7.94K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 100 | $7.78K | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 100 | $7.78K | 0.01% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 100 | $7.78K | 0.00% | +100 | New |
| Quest 10 Wealth Builders, Inc. | 96 | $7.46K | 0.01% | +96 | New |
| Greenline Partners, LLC | 95 | $7.39K | 0.00% | +95 | New |
| Vermillion Wealth Management, Inc. | 94 | $7.31K | 0.00% | +94 | New |
| Versant Capital Management, Inc | 91 | $7.08K | 0.00% | −645−87.6% | Reduced |
| Sandy Spring Bank | 90 | $7.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 87 | $6.76K | 0.00% | +15+20.8% | Added |
| REAP Financial Group, LLC | 76 | $5.95K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 76 | $5.91K | 0.00% | −2−2.6% | Reduced |
| JFS Wealth Advisors, LLC | 73 | $5.68K | 0.00% | −49−40.2% | Reduced |
| CVA Family Office, LLC | 73 | $5.68K | 0.00% | +73 | New |
| WR Wealth Planners, LLC | 69 | $5.37K | 0.00% | +29+72.5% | Added |
| Pineridge Advisors LLC | 65 | $5.09K | 0.00% | +26+66.7% | Added |
| Manchester Capital Management LLC | 61 | $4.74K | 0.00% | −6−9.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 61 | $4.74K | 0.00% | +19+45.2% | Added |
| Raleigh Capital Management Inc. | 57 | $4.43K | 0.00% | +40+235.3% | Added |
| Principal Securities, Inc. | 56 | $4.39K | 0.00% | −31−35.6% | Reduced |
| Robinswood Financial LLC | 55 | $4.28K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 47 | $3.65K | 0.00% | −36−43.4% | Reduced |
| TFC Financial Management | 46 | $3.58K | 0.00% | −34−42.5% | Reduced |
| Legend Financial Advisors, Inc. | 45 | $3.50K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 44 | $3.42K | 0.00% | +44 | New |
| Larson Financial Group LLC | 39 | $3.03K | 0.00% | −6−13.3% | Reduced |
| Dunhill Financial, LLC | 39 | $3.01K | 0.00% | +8+25.8% | Added |
| Abound Wealth Management | 35 | $2.72K | 0.00% | −6−14.6% | Reduced |
| Hara Capital LLC | 35 | $2.72K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 34 | $2.64K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 32 | $2.49K | 0.00% | +32 | New |
| Hexagon Capital Partners LLC | 29 | $2.25K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 28 | $2.18K | 0.00% | −39−58.2% | Reduced |
| Valued Wealth Advisors LLC | 27 | $2.10K | 0.00% | +24+800.0% | Added |
| Brown Brothers Harriman & Co | 27 | $2.10K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 24 | $1.87K | 0.00% | −3−11.1% | Reduced |
| Raffa Wealth Management, LLC | 24 | $1.87K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 22 | $1.71K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 22 | $1.71K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 21 | $1.63K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 21 | $1.59K | 0.00% | +1+5.0% | Added |
| Bartlett & Co. Wealth Management LLC | 20 | $1.57K | 0.00% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 16 | $1.24K | 0.00% | +16 | New |
| Sachetta, LLC | 15 | $1.17K | 0.00% | +15 | New |
| Cassady Schiller Wealth Management, LLC | 14 | $1.09K | 0.00% | +11+366.7% | Added |
| Continuum Advisory, LLC | 13 | $1.03K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 13 | $1.01K | 0.00% | +3+30.0% | Added |
| Avion Wealth | 17 | $1.00K | 0.00% | +7+70.0% | Added |
| TD Private Client Wealth LLC | 12 | $933 | 0.00% | −14−53.8% | Reduced |
| Strategic Investment Solutions, Inc. | 12 | $933 | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 11 | $855 | 0.00% | +11 | New |
| SRS Capital Advisors, Inc. | 7 | $545 | 0.00% | −258−97.4% | Reduced |
| SJS Investment Consulting Inc. | 6 | $467 | 0.00% | −23−79.3% | Reduced |
| Whipplewood Advisors, LLC | 6 | $467 | 0.00% | +6 | New |
| Kayne Anderson Rudnick Investment Management LLC | 4 | $311 | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 3 | $234 | 0.00% | +3 | New |
| New Millennium Group LLC | 3 | $233 | 0.00% | +3 | New |
| Principia Wealth Advisory, LLC | 3 | $233 | 0.00% | +3 | New |
| WestEnd Advisors, LLC | 2 | $156 | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1 | $114 | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 1 | $78 | 0.00% | +1 | New |
| HRT Financial LP | 0 | $0 | 0.00% | −290,916−100.0% | Sold out |
