| DiNuzzo Private Wealth, Inc. | 417 | $82.6K | 0.01% | −1−0.2% | Reduced |
| Evermay Wealth Management LLC | 400 | $79.2K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 400 | $79.2K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 382 | $75.6K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 370 | $73.2K | 0.00% | −4−1.1% | Reduced |
| Bryn Mawr Trust Co | 369 | $73.1K | 0.00% | +9+2.5% | Added |
| SBI Okasan Asset Management Co.Ltd. | 354 | $71.6K | 0.00% | +354 | New |
| Private Trust Co NA | 332 | $65.7K | 0.01% | −51−13.3% | Reduced |
| CoreCap Advisors, LLC | 327 | $64.7K | 0.00% | −20−5.8% | Reduced |
| Ancora Advisors, LLC | 326 | $64.5K | 0.00% | +91+38.7% | Added |
| DV Trading LLC | 318 | $63.0K | 0.01% | +318 | New |
| Ostrum Asset Management | 311 | $61.6K | 0.00% | −103−24.9% | Reduced |
| SageView Advisory Group, LLC | 309 | $61.0K | 0.00% | +309 | New |
| Capital Advisors, Ltd. LLC | 309 | $61.0K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 303 | $60.0K | 0.01% | +303 | New |
| Montag A & Associates Inc | 300 | $59.4K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 266 | $57.2K | 0.00% | +101+61.2% | Added |
| Los Angeles Capital Management LLC | 245 | $54.1K | 0.00% | +245 | New |
| Ronald Blue Trust, Inc. | 273 | $54.1K | 0.00% | −22−7.5% | Reduced |
| Twin Tree Management, LP | 269 | $53.3K | 0.01% | +269 | New |
| Smithfield Trust Co | 268 | $53.0K | 0.00% | 00.0% | Unchanged |
| Fideuram Asset Management (Ireland) dac | 224 | $52.1K | 0.00% | +224 | New |
| Bessemer Group Inc | 259 | $52.0K | 0.00% | −28−9.8% | Reduced |
| Clearstead Advisors, LLC | 243 | $48.1K | 0.00% | +99+68.8% | Added |
| Versant Capital Management, Inc | 240 | $47.5K | 0.01% | −30−11.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 223 | $44.1K | 0.00% | +223 | New |
| Alphadyne Asset Management LP | 215 | $42.6K | 0.00% | +215 | New |
| Atlantic Union Bankshares Corp | 213 | $42.2K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 213 | $42.2K | 0.01% | 00.0% | Unchanged |
| Torren Management, LLC | 205 | $40.6K | 0.02% | +205 | New |
| Missouri Trust & Investment Co | 200 | $39.6K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 200 | $39.6K | 0.01% | +200 | New |
| SHP Wealth Management | 194 | $38.4K | 0.00% | +194 | New |
| Elyxium Wealth, LLC | 178 | $35.2K | 0.01% | +178 | New |
| EverSource Wealth Advisors, LLC | 177 | $35.0K | 0.00% | −59−25.0% | Reduced |
| Laurel Wealth Advisors LLC | 172 | $33.9K | 0.00% | +172 | New |
| Great Lakes Advisors, LLC | 155 | $30.6K | 0.00% | −23,993−99.4% | Reduced |
| Westside Investment Management, Inc. | 152 | $30.4K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 153 | $30.0K | 0.00% | +153 | New |
| Massmutual Trust Co FSB | 149 | $29.5K | 0.00% | +5+3.5% | Added |
| JFS Wealth Advisors, LLC | 139 | $27.5K | 0.00% | +15+12.1% | Added |
| Consultiva Wealth Management, Corp. | 137 | $27.1K | 0.08% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 134 | $26.5K | 0.01% | −3−2.2% | Reduced |
| Root Financial Partners, LLC | 126 | $24.9K | 0.00% | −22−14.9% | Reduced |
| Measured Wealth Private Client Group, LLC | 125 | $24.7K | 0.01% | −92−42.4% | Reduced |
| Bartlett & Co. Wealth Management LLC | 120 | $23.8K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 114 | $22.6K | 0.02% | +25+28.1% | Added |
| Park Square Financial Group, LLC | 98 | $22.4K | 0.13% | +98 | New |
| Monetary Solutions, Ltd | 113 | $22.4K | 0.02% | +113 | New |
| CVA Family Office, LLC | 109 | $21.6K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 100 | $19.8K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 98 | $19.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 94 | $18.6K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 93 | $18.4K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 91 | $18.0K | 0.00% | −158−63.5% | Reduced |
| Bullock Wealth Management Group | 89 | $17.6K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 87 | $17.2K | 0.00% | +5+6.1% | Added |
| Tobam | 88 | $17.0K | 0.00% | −157−64.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 76 | $16.5K | 0.00% | +27+55.1% | Added |
| Asset Dedication, LLC | 80 | $15.8K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 80 | $15.8K | 0.01% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 75 | $14.8K | 0.00% | −25−25.0% | Reduced |
| Covestor Ltd | 68 | $14.0K | 0.01% | −3−4.2% | Reduced |
| Spire Wealth Management | 69 | $13.7K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 56 | $11.5K | 0.00% | −157−73.7% | Reduced |
| Farmers & Merchants Investments Inc | 56 | $11.1K | 0.00% | +6+12.0% | Added |
| Brown Brothers Harriman & Co | 52 | $10.3K | 0.00% | +52 | New |
| Bell Investment Advisors, Inc | 51 | $10.1K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 50 | $9.90K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 47 | $9.30K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 46 | $9.11K | 0.00% | −35−43.2% | Reduced |
| Hazlett, Burt & Watson, Inc. | 43 | $9.00K | 0.00% | 00.0% | Unchanged |
| Cygnus Capital Advisors, LLC | 46 | $9.00K | 0.01% | +46 | New |
| Pension & Wealth Management Advisors, Inc. | 45 | $8.99K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 40 | $7.96K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 40 | $7.92K | 0.00% | −6−13.0% | Reduced |
| South State Corp. | 39 | $7.72K | 0.00% | −60−60.6% | Reduced |
| Geneos Wealth Management Inc. | 37 | $7.33K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 35 | $6.93K | 0.00% | +5+16.7% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 31 | $6.14K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 31 | $6.14K | 0.00% | +31 | New |
| Jessup Wealth Management, Inc | 31 | $6.14K | 0.00% | +31 | New |
| Fortitude Family Office, LLC | 30 | $5.94K | 0.00% | −5−14.3% | Reduced |
| Westend Capital Management, LLC | 30 | $5.94K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 29 | $5.74K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 28 | $5.54K | 0.00% | −2−6.7% | Reduced |
| CBIZ Investment Advisory Services, LLC | 28 | $5.54K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 27 | $5.34K | 0.00% | +27 | New |
| High Note Wealth, LLC | 26 | $5.15K | 0.00% | +2+8.3% | Added |
| City State Bank | 25 | $4.95K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 25 | $4.95K | 0.00% | +4+19.0% | Added |
| Winnow Wealth LLC | 24 | $4.75K | 0.00% | −205−89.5% | Reduced |
| Keating Financial Advisory Services, Inc. | 24 | $4.75K | 0.00% | +24 | New |
| Meeder Asset Management Inc | 22 | $4.36K | 0.00% | −24−52.2% | Reduced |
| Nemes Rush Group LLC | 22 | $4.36K | 0.00% | +22 | New |
| Lodestone Wealth Management LLC | 22 | $4.35K | 0.00% | +22 | New |
| True Wealth Design, LLC | 18 | $3.56K | 0.00% | −73−80.2% | Reduced |
| HHM Wealth Advisors, LLC | 18 | $3.56K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 17 | $3.37K | 0.00% | −175−91.1% | Reduced |
| Rossby Financial, LCC | 17 | $3.37K | 0.00% | +8+88.9% | Added |