| Private Trust Co NA | 332 | $65.8K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 327 | $64.8K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 309 | $61.0K | 0.01% | 00.0% | Unchanged |
| Hilltop National Bank | 307 | $60.9K | 0.01% | −6,280−95.3% | Reduced |
| Montag A & Associates Inc | 300 | $59.9K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 300 | $59.5K | 0.01% | −100−25.0% | Reduced |
| Beacon Investment Advisory Services, Inc. | 300 | $59.5K | 0.00% | +300 | New |
| Bessemer Group Inc | 295 | $59.0K | 0.00% | +36+13.9% | Added |
| SBI Okasan Asset Management Co.Ltd. | 288 | $54.9K | 0.00% | −66−18.6% | Reduced |
| Ronald Blue Trust, Inc. | 271 | $53.8K | 0.00% | −2−0.7% | Reduced |
| Smithfield Trust Co | 268 | $53.0K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 245 | $48.6K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 239 | $47.4K | 0.01% | +26+12.2% | Added |
| Versant Capital Management, Inc | 238 | $47.2K | 0.00% | −2−0.8% | Reduced |
| Sound Income Strategies, LLC | 226 | $43.4K | 0.00% | −40−15.0% | Reduced |
| Atlantic Union Bankshares Corp | 201 | $39.9K | 0.00% | −12−5.6% | Reduced |
| Missouri Trust & Investment Co | 200 | $39.7K | 0.01% | 00.0% | Unchanged |
| SHP Wealth Management | 194 | $38.5K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 182 | $36.1K | 0.00% | +73+67.0% | Added |
| Massmutual Trust Co FSB | 161 | $31.9K | 0.00% | +12+8.1% | Added |
| Harbor Investment Advisory, LLC | 150 | $29.7K | 0.00% | +150 | New |
| Westside Investment Management, Inc. | 152 | $29.1K | 0.00% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 137 | $27.2K | 0.08% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 140 | $26.9K | 0.02% | +140 | New |
| JFS Wealth Advisors, LLC | 133 | $26.4K | 0.00% | −6−4.3% | Reduced |
| Bartlett & Co. Wealth Management LLC | 120 | $26.1K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 128 | $25.4K | 0.00% | +128 | New |
| EverSource Wealth Advisors, LLC | 126 | $25.0K | 0.00% | −51−28.8% | Reduced |
| Measured Wealth Private Client Group, LLC | 125 | $24.8K | 0.01% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 119 | $23.6K | 0.00% | −7−5.6% | Reduced |
| Monetary Solutions, Ltd | 113 | $22.4K | 0.02% | 00.0% | Unchanged |
| WPG Advisers, LLC | 97 | $19.2K | 0.01% | −17−14.9% | Reduced |
| 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 |
| Torren Management, LLC | 92 | $18.3K | 0.01% | −113−55.1% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 87 | $17.3K | 0.00% | +87 | New |
| Bullock Wealth Management Group | 89 | $17.1K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 81 | $16.1K | 0.00% | −142−63.7% | Reduced |
| Silver Grove Financial Group, Inc. | 79 | $15.7K | 0.01% | +79 | New |
| JPL Wealth Management, LLC | 78 | $15.5K | 0.00% | +78 | New |
| Bell Investment Advisors, Inc | 72 | $14.3K | 0.00% | +21+41.2% | Added |
| CX Institutional | 69 | $14.0K | 0.00% | +64+1,280.0% | Added |
| Whittier Trust Co of Nevada Inc | 70 | $14.0K | 0.00% | −6−7.9% | Reduced |
| Parkside Financial Bank & Trust | 69 | $13.7K | 0.00% | −18−20.7% | Reduced |
| Clearstead Advisors, LLC | 64 | $12.7K | 0.00% | −179−73.7% | Reduced |
| Fortitude Family Office, LLC | 61 | $12.1K | 0.00% | +31+103.3% | Added |
| Owl Creek Wealth Partners LLC | 59 | $11.7K | 0.00% | +59 | New |
| Farmers & Merchants Investments Inc | 58 | $11.5K | 0.00% | +2+3.6% | Added |
| Salomon & Ludwin, LLC | 59 | $11.3K | 0.00% | +59 | New |
| Atlantic Trust, LLC | 53 | $10.5K | 0.00% | +53 | New |
| Rialto Wealth Management, LLC | 52 | $10.3K | 0.00% | −82−61.2% | Reduced |
| Whittier Trust Co | 50 | $9.98K | 0.00% | +50 | New |
| ESL Trust Services, LLC | 50 | $9.91K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 49 | $9.72K | 0.00% | +27+122.7% | Added |
| Private Wealth Management Group, LLC | 47 | $9.32K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 46 | $9.12K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 45 | $9.01K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 45 | $8.92K | 0.00% | +6+15.4% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 43 | $8.58K | 0.00% | +43 | New |
| Zions Bancorporation, National Association | 42 | $8.33K | 0.00% | +11+35.5% | Added |
| Abound Wealth Management | 40 | $7.97K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 38 | $7.51K | 0.00% | −974−96.2% | Reduced |
| Geneos Wealth Management Inc. | 37 | $7.34K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 37 | $7.30K | 0.00% | +37 | New |
| Covestor Ltd | 33 | $7.00K | 0.00% | −35−51.5% | Reduced |
| Sunbelt Securities, Inc. | 35 | $6.94K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 35 | $6.72K | 0.00% | +18+105.9% | Added |
| Innovative Asset Advisors Group, LLC | 33 | $6.58K | 0.00% | +33 | New |
| Prestige Wealth Management Group LLC | 30 | $5.99K | 0.00% | +1+3.4% | Added |
| Basecamp Wealth Advisors LLC | 30 | $5.95K | 0.00% | +3+11.1% | Added |
| Cedar Mountain Advisors, LLC | 30 | $5.95K | 0.00% | +30 | New |
| CBIZ Investment Advisory Services, LLC | 28 | $5.59K | 0.00% | 00.0% | Unchanged |
| City State Bank | 25 | $4.96K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 25 | $4.96K | 0.00% | +25 | New |
| Cornerstone Planning Group LLC | 23 | $4.76K | 0.00% | −33−58.9% | Reduced |
| TD Private Client Wealth LLC | 24 | $4.76K | 0.00% | −4−14.3% | Reduced |
| High Note Wealth, LLC | 24 | $4.76K | 0.00% | −2−7.7% | Reduced |
| Millstone Evans Group, LLC | 24 | $4.76K | 0.00% | +24 | New |
| Nemes Rush Group LLC | 22 | $4.36K | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 22 | $4.36K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 21 | $4.17K | 0.00% | −19−47.5% | Reduced |
| United Financial Planning Group LLC | 20 | $3.97K | 0.00% | +20 | New |
| HHM Wealth Advisors, LLC | 18 | $3.57K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 17 | $3.37K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 16 | $3.17K | 0.00% | −36−69.2% | Reduced |
| Archer Investment Corp | 16 | $3.17K | 0.00% | +16 | New |
| Retirement Wealth Solutions LLC | 15 | $2.98K | 0.00% | +7+87.5% | Added |
| Red Tortoise LLC | 15 | $2.97K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 14 | $2.79K | 0.00% | +5+55.6% | Added |
| Golden State Wealth Management, LLC | 14 | $2.79K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 14 | $2.78K | 0.00% | +1+7.7% | Added |
| Bare Financial Services, Inc | 14 | $2.78K | 0.00% | +14 | New |
| Cherry Tree Wealth Management, LLC | 13 | $2.58K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 12 | $2.41K | 0.00% | +6+100.0% | Added |
| RMG Wealth Management LLC | 10 | $2.20K | 0.00% | +10 | New |
| Sachetta, LLC | 11 | $2.19K | 0.00% | +11 | New |
| Elevated Capital Advisors, LLC | 11 | $2.18K | 0.00% | 00.0% | Unchanged |
| Imprint Wealth LLC | 11 | $2.18K | 0.01% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 11 | $2.18K | 0.00% | +3+37.5% | Added |