| Clearstead Advisors, LLC | 881 | $50.9K | 0.00% | +851+2,836.7% | Added |
| Covestor Ltd | 812 | $47.0K | 0.03% | −59−6.8% | Reduced |
| Virginia Estate & Retirement Planning Advisors Inc. | 703 | $40.6K | 0.05% | 00.0% | Unchanged |
| Meramec Financial Planners, LLC | 661 | $39.0K | 0.01% | −124−15.8% | Reduced |
| Marshall Investment Management, LLC | 674 | $38.9K | 0.02% | +3+0.4% | Added |
| Bokf, NA | 669 | $38.6K | 0.00% | −40−5.6% | Reduced |
| SJS Investment Consulting Inc. | 619 | $35.7K | 0.00% | +458+284.5% | Added |
| Institute for Wealth Management, LLC. | 536 | $31.0K | 0.00% | +536 | New |
| Keating Financial Advisory Services, Inc. | 500 | $28.9K | 0.00% | +38+8.2% | Added |
| Daytona Street Capital LLC | 475 | $27.8K | 0.02% | −870−64.7% | Reduced |
| IMA Wealth, Inc. | 481 | $27.8K | 0.00% | 00.0% | Unchanged |
| TIAA Wealth Investment Management LLC | 479 | $27.7K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 469 | $27.1K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 457 | $26.6K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 455 | $26.3K | 0.00% | +35+8.3% | Added |
| Owl Creek Wealth Partners LLC | 420 | $24.3K | 0.01% | +120+40.0% | Added |
| V-Square Quantitative Management LLC | 406 | $23.4K | 0.00% | −413−50.4% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 396 | $22.9K | 0.01% | −6,894−94.6% | Reduced |
| Nomura Asset Management Co Ltd | 390 | $22.5K | 0.00% | −490−55.7% | Reduced |
| Zions Bancorporation, National Association | 375 | $21.7K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 369 | $21.3K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 338 | $19.5K | 0.00% | +135+66.5% | Added |
| Miller Capital Partners, Inc. | 305 | $17.6K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 299 | $17.3K | 0.00% | +138+85.7% | Added |
| Huntington National Bank | 283 | $16.3K | 0.00% | +8+2.9% | Added |
| Activest Wealth Management | 258 | $14.9K | 0.00% | +199+337.3% | Added |
| TD Waterhouse Canada Inc. | 252 | $14.8K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 234 | $13.7K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 223 | $12.9K | 0.00% | +24+12.1% | Added |
| Versant Capital Management, Inc | 206 | $11.9K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 205 | $11.8K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 192 | $11.1K | 0.00% | +192 | New |
| Whittier Trust Co | 188 | $11.0K | 0.00% | −37−16.4% | Reduced |
| Colonial Trust Co | 171 | $9.88K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 166 | $9.59K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 144 | $8.29K | 0.00% | +125+657.9% | Added |
| WPG Advisers, LLC | 141 | $8.14K | 0.00% | +3+2.2% | Added |
| Bare Financial Services, Inc | 131 | $7.57K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 128 | $7.00K | 0.00% | 00.0% | Unchanged |
| StrongBox Wealth, LLC | 120 | $6.93K | 0.00% | +120 | New |
| High Note Wealth, LLC | 118 | $6.82K | 0.00% | +83+237.1% | Added |
| Fortitude Family Office, LLC | 114 | $6.58K | 0.00% | +21+22.6% | Added |
| Cedar Mountain Advisors, LLC | 110 | $6.35K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 109 | $6.29K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 94 | $5.43K | 0.00% | +94 | New |
| Action Point Financial Planning, LLC | 97 | $5.43K | 0.00% | +97 | New |
| JFS Wealth Advisors, LLC | 92 | $5.31K | 0.00% | +20+27.8% | Added |
| Geneos Wealth Management Inc. | 90 | $5.20K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 85 | $4.91K | 0.00% | +7+9.0% | Added |
| Silver Grove Financial Group, Inc. | 81 | $4.68K | 0.00% | +60+285.7% | Added |
| City State Bank | 63 | $3.64K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 57 | $3.29K | 0.00% | +29+103.6% | Added |
| Capital Advisors, Ltd. LLC | 46 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 51 | $2.95K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 51 | $2.94K | 0.00% | +2+4.1% | Added |
| Sachetta, LLC | 50 | $2.89K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 50 | $2.89K | 0.00% | +8+19.0% | Added |
| Rossby Financial, LCC | 50 | $2.89K | 0.00% | +25+100.0% | Added |
| Creative Capital Management Investments LLC | 49 | $2.83K | 0.00% | +49 | New |
| Truvestments Capital LLC | 48 | $2.77K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 46 | $2.66K | 0.00% | −30−39.5% | Reduced |
| AdvisorNet Financial, Inc | 46 | $2.66K | 0.00% | +46 | New |
| POM Investment Strategies, LLC | 42 | $2.43K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 39 | $2.25K | 0.00% | +11+39.3% | Added |
| Bruce G. Allen Investments, LLC | 38 | $2.19K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 35 | $2.02K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 39 | $2.00K | 0.00% | +1+2.6% | Added |
| Rialto Wealth Management, LLC | 34 | $1.96K | 0.00% | +4+13.3% | Added |
| Kilter Group LLC | 33 | $1.91K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 28 | $1.62K | 0.00% | +3+12.0% | Added |
| Fortis Group Advisors, LLC | 28 | $1.62K | 0.00% | +28 | New |
| Manchester Capital Management LLC | 26 | $1.50K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 26 | $1.50K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 25 | $1.44K | 0.00% | +2+8.7% | Added |
| UMA Financial Services, Inc. | 24 | $1.39K | 0.00% | −20−45.5% | Reduced |
| Cornerstone Planning Group LLC | 23 | $1.35K | 0.00% | +23 | New |
| Private Wealth Management Group, LLC | 23 | $1.33K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 22 | $1.27K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 20 | $1.16K | 0.00% | +14+233.3% | Added |
| Cromwell Holdings LLC | 18 | $1.04K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 18 | $1.04K | 0.00% | +18 | New |
| Avion Wealth | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 17 | $982 | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 17 | $982 | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 16 | $924 | 0.00% | −45−73.8% | Reduced |
| Brown, Lisle/Cummings, Inc. | 16 | $924 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 15 | $866 | 0.00% | +15 | New |
| TD Private Client Wealth LLC | 13 | $751 | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 13 | $751 | 0.00% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 12 | $693 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 11 | $636 | 0.00% | +11 | New |
| Royal London Asset Management Ltd | 10 | $578 | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 9 | $520 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 7 | $404 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 6 | $347 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 5 | $294 | 0.00% | +5 | New |
| South State Corp. | 5 | $289 | 0.00% | +5 | New |
| Planning Strategies Inc. | 4 | $231 | 0.00% | +4 | New |
| Dunhill Financial, LLC | 3 | $176 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 3 | $173 | 0.00% | −1−25.0% | Reduced |
