| Huntington National Bank | 319 | $29.9K | 0.00% | −282−46.9% | Reduced |
| Strategic Wealth Partners, Ltd. | 314 | $29.5K | 0.00% | +214+214.0% | Added |
| Midwest Capital Advisors, LLC | 312 | $29.3K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 309 | $29.0K | 0.00% | −3−1.0% | Reduced |
| Covestor Ltd | 315 | $29.0K | 0.02% | +137+77.0% | Added |
| TFC Financial Management | 299 | $28.1K | 0.00% | −68−18.5% | Reduced |
| First Horizon Corp | 297 | $27.9K | 0.00% | −146−33.0% | Reduced |
| Massmutual Trust Co FSB | 292 | $27.4K | 0.00% | +54+22.7% | Added |
| TD Waterhouse Canada Inc. | 285 | $27.2K | 0.00% | −3,058−91.5% | Reduced |
| Park Place Capital Corp | 276 | $25.9K | 0.01% | +8+3.0% | Added |
| Atlantic Union Bankshares Corp | 274 | $25.7K | 0.00% | +51+22.9% | Added |
| Van Eck Associates Corp | 263 | $25.0K | 0.00% | +6+2.3% | Added |
| Smallwood Wealth Investment Management, LLC | 250 | $23.5K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 242 | $22.7K | 0.00% | +237+4,740.0% | Added |
| Vision Financial Markets LLC | 242 | $22.7K | 0.02% | +242 | New |
| Twin Peaks Wealth Advisors, LLC | 221 | $20.7K | 0.01% | +221 | New |
| Pilgrim Partners Asia Pte Ltd | 220 | $20.7K | 0.01% | +220 | New |
| Pinnacle Wealth Planning Services, Inc. | 219 | $20.6K | 0.00% | −1−0.5% | Reduced |
| True Wealth Design, LLC | 202 | $19.0K | 0.01% | +2+1.0% | Added |
| Founders Capital Management | 200 | $18.8K | 0.01% | +200 | New |
| Cassaday & Co Wealth Management LLC | 200 | $18.8K | 0.00% | +200 | New |
| Acumen Wealth Advisors, LLC | 188 | $17.6K | 0.00% | +13+7.4% | Added |
| Root Financial Partners, LLC | 173 | $16.2K | 0.00% | +18+11.6% | Added |
| Bullock Wealth Management Group | 163 | $15.6K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 166 | $15.6K | 0.00% | −5−2.9% | Reduced |
| City State Bank | 165 | $15.5K | 0.00% | +165 | New |
| Sunbelt Securities, Inc. | 154 | $14.5K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 153 | $14.4K | 0.07% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 150 | $14.1K | 0.01% | +150 | New |
| McGuire Capital Advisors Inc | 150 | $14.1K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 150 | $14.1K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 143 | $13.4K | 0.00% | −26−15.4% | Reduced |
| Contravisory Investment Management, Inc. | 138 | $13.0K | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 133 | $12.5K | 0.00% | +133 | New |
| Parkside Financial Bank & Trust | 126 | $11.8K | 0.00% | +45+55.6% | Added |
| Lodestone Wealth Management LLC | 125 | $11.7K | 0.00% | +125 | New |
| NBC Securities, Inc. | 125 | $11.7K | 0.00% | −1,317−91.3% | Reduced |
| Westside Investment Management, Inc. | 110 | $11.2K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 118 | $11.1K | 0.00% | −3−2.5% | Reduced |
| Noble Wealth Management PBC | 115 | $10.8K | 0.01% | +115 | New |
| Brown, Lisle/Cummings, Inc. | 109 | $10.2K | 0.00% | +109 | New |
| Caitong International Asset Management Co., Ltd | 108 | $10.1K | 0.00% | +108 | New |
| Rialto Wealth Management, LLC | 107 | $10.0K | 0.00% | +105+5,250.0% | Added |
| Avion Wealth | 111 | $10.0K | 0.00% | +90+428.6% | Added |
| Hughes Financial Services, LLC | 101 | $9.48K | 0.00% | +46+83.6% | Added |
| Berbice Capital Management LLC | 100 | $9.39K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 100 | $9.39K | 0.00% | +99+9,900.0% | Added |
| Owl Creek Wealth Partners LLC | 100 | $9.39K | 0.00% | +100 | New |
| Marshall Investment Management, LLC | 85 | $7.98K | 0.00% | +85 | New |
| Harbour Investments, Inc. | 80 | $7.51K | 0.00% | −3,296−97.6% | Reduced |
| Fortitude Family Office, LLC | 66 | $6.20K | 0.00% | −128−66.0% | Reduced |
| Caitlin John, LLC | 66 | $6.20K | 0.00% | +52+371.4% | Added |
| Cedar Mountain Advisors, LLC | 61 | $5.73K | 0.00% | +61 | New |
| CVA Family Office, LLC | 60 | $5.63K | 0.00% | +57+1,900.0% | Added |
| Peterson Wealth Management | 60 | $5.63K | 0.00% | +60 | New |
| WealthCollab, LLC | 52 | $4.88K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 51 | $4.79K | 0.00% | +51 | New |
| SWAN Capital LLC | 50 | $4.69K | 0.00% | +13+35.1% | Added |
| GoalVest Advisory LLC | 49 | $4.60K | 0.00% | +49 | New |
| SHP Wealth Management | 48 | $4.51K | 0.00% | +6+14.3% | Added |
| Copia Wealth Management | 45 | $4.22K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 40 | $3.75K | 0.00% | −4−9.1% | Reduced |
| Basecamp Wealth Advisors LLC | 38 | $3.57K | 0.00% | +4+11.8% | Added |
| Armstrong Advisory Group, Inc | 36 | $3.38K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 35 | $3.29K | 0.00% | −430−92.5% | Reduced |
| First Pacific Financial | 34 | $3.19K | 0.00% | +6+21.4% | Added |
| Highline Wealth Partners LLC | 33 | $3.10K | 0.00% | +8+32.0% | Added |
| Elequin Capital LP | 32 | $3.00K | 0.00% | +32 | New |
| Wolff Wiese Magana LLC | 30 | $2.82K | 0.00% | −37−55.2% | Reduced |
| UMA Financial Services, Inc. | 29 | $2.72K | 0.00% | −14−32.6% | Reduced |
| JFS Wealth Advisors, LLC | 27 | $2.54K | 0.00% | −4−12.9% | Reduced |
| Raffa Wealth Management, LLC | 27 | $2.53K | 0.00% | +1+3.8% | Added |
| WFA of San Diego, LLC | 25 | $2.35K | 0.00% | +25 | New |
| Quest 10 Wealth Builders, Inc. | 25 | $2.35K | 0.00% | +25 | New |
| Colonial Trust Co | 27 | $2.34K | 0.00% | +2+8.0% | Added |
| Indiana Trust & Investment Management CO | 22 | $2.06K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 20 | $1.92K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 20 | $1.88K | 0.00% | −8−28.6% | Reduced |
| Financial Network Wealth Advisors LLC | 20 | $1.88K | 0.00% | +16+400.0% | Added |
| WPG Advisers, LLC | 19 | $1.78K | 0.00% | −86−81.9% | Reduced |
| Vanguard National Trust Co | 19 | $1.78K | 0.00% | +19 | New |
| IMA Wealth, Inc. | 19 | $1.78K | 0.00% | +2+11.8% | Added |
| Marquette Asset Management, LLC | 18 | $1.69K | 0.00% | −3−14.3% | Reduced |
| Bayban | 18 | $1.69K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 18 | $1.69K | 0.00% | +14+350.0% | Added |
| Bogart Wealth, LLC | 15 | $1.41K | 0.00% | +12+400.0% | Added |
| Golden State Equity Partners | 15 | $1.41K | 0.00% | +15 | New |
| Aspect Partners, LLC | 15 | $1.41K | 0.00% | +15 | New |
| Investors Portfolio Services LLC | 13 | $1.22K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 12 | $1.13K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 12 | $1.13K | 0.00% | +4+50.0% | Added |
| DiNuzzo Private Wealth, Inc. | 12 | $1.13K | 0.00% | +6+100.0% | Added |
| Bay Harbor Wealth Management, LLC | 12 | $1.13K | 0.00% | +5+71.4% | Added |
| Cornerstone Financial Management LLC | 11 | $1.03K | 0.00% | −10−47.6% | Reduced |
| Archer Investment Corp | 11 | $1.03K | 0.00% | +11 | New |
| North Star Investment Management Corp. | 10 | $939 | 0.00% | −8−44.4% | Reduced |
| Vermillion Wealth Management, Inc. | 10 | $939 | 0.00% | −5−33.3% | Reduced |
| Berkshire Capital Holdings Inc | 10 | $939 | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 10 | $939 | 0.00% | +10 | New |
| AdvisorNet Financial, Inc | 8 | $751 | 0.00% | −36−81.8% | Reduced |
