| Umb Bank N A | 262 | $26.6K | 0.00% | +6+2.3% | Added |
| V-Square Quantitative Management LLC | 257 | $26.1K | 0.00% | +257 | New |
| First Pacific Financial | 256 | $26.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 255 | $25.9K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 250 | $25.4K | 0.00% | −300−54.5% | Reduced |
| Covestor Ltd | 243 | $25.0K | 0.01% | −31−11.3% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 241 | $24.5K | 0.01% | +200+487.8% | Added |
| Root Financial Partners, LLC | 229 | $23.3K | 0.00% | +85+59.0% | Added |
| Millstone Evans Group, LLC | 228 | $23.2K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 228 | $23.2K | 0.00% | +134+142.6% | Added |
| Adirondack Trust Co | 225 | $22.9K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 203 | $20.6K | 0.00% | +2+1.0% | Added |
| Financial Perspectives, Inc | 202 | $20.5K | 0.01% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 200 | $20.3K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 200 | $20.3K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 200 | $20.3K | 0.00% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 190 | $20.0K | 0.00% | −106,489−99.8% | Reduced |
| Albion Financial Group | 185 | $18.8K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 183 | $18.6K | 0.00% | +183 | New |
| Tower Research Capital LLC (TRC) | 176 | $17.9K | 0.00% | −16,593−99.0% | Reduced |
| Winch Advisory Services, LLC | 169 | $17.2K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 159 | $16.1K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 159 | $16.1K | 0.00% | −177−52.7% | Reduced |
| Rachor Investment Advisory Services, LLC | 153 | $15.5K | 0.01% | +153 | New |
| SJS Investment Consulting Inc. | 151 | $15.3K | 0.00% | +148+4,933.3% | Added |
| Ransom Advisory, Ltd | 150 | $15.2K | 0.01% | −50−25.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 130 | $13.2K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 120 | $12.2K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 109 | $11.1K | 0.00% | +109 | New |
| Benson Wealth Management INC | 103 | $10.5K | 0.01% | +103 | New |
| Keating Financial Advisory Services, Inc. | 101 | $10.3K | 0.00% | +101 | New |
| Concord Wealth Partners | 100 | $10.2K | 0.00% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 100 | $10.2K | 0.00% | +100 | New |
| Aventura Private Wealth, LLC | 90 | $9.14K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 85 | $8.63K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 85 | $8.63K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 84 | $8.53K | 0.00% | +5+6.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 79 | $8.02K | 0.00% | +79 | New |
| ARK Investment Management LLCSuperinvestorARK Invest | 77 | $7.86K | 0.00% | −2,186,091−100.0% | Reduced |
| Parkside Financial Bank & Trust | 65 | $6.60K | 0.00% | +9+16.1% | Added |
| South State Corp. | 65 | $6.60K | 0.00% | +10+18.2% | Added |
| Financial Consulate, Inc | 64 | $6.50K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 63 | $6.40K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 61 | $6.20K | 0.00% | −247−80.2% | Reduced |
| Alerus Financial NA | 60 | $6.09K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 58 | $5.89K | 0.00% | −16−21.6% | Reduced |
| Truvestments Capital LLC | 58 | $5.89K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 54 | $5.49K | 0.00% | −11−16.9% | Reduced |
| Elyxium Wealth, LLC | 52 | $5.28K | 0.00% | +52 | New |
| City State Bank | 50 | $5.08K | 0.00% | −50−50.0% | Reduced |
| Bruce G. Allen Investments, LLC | 45 | $4.57K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 43 | $4.37K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 41 | $4.16K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 38 | $3.86K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 37 | $3.76K | 0.00% | +17+85.0% | Added |
| ZRC Wealth Management, LLC | 36 | $3.66K | 0.00% | +36 | New |
| Cromwell Holdings LLC | 32 | $3.25K | 0.00% | 00.0% | Unchanged |
| Fideuram Asset Management (Ireland) dac | 54 | $3.10K | 0.00% | +54 | New |
| Activest Wealth Management | 30 | $3.05K | 0.00% | +29+2,900.0% | Added |
| Avion Wealth | 31 | $3.00K | 0.00% | +10+47.6% | Added |
| Huntington National Bank | 29 | $2.94K | 0.00% | −155−84.2% | Reduced |
| WPG Advisers, LLC | 27 | $2.74K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 24 | $2.44K | 0.00% | −26−52.0% | Reduced |
| Bare Financial Services, Inc | 24 | $2.44K | 0.00% | +12+100.0% | Added |
| Abound Wealth Management | 24 | $2.41K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 22 | $2.23K | 0.00% | 00.0% | Unchanged |
| Optima Capital LLC | 21 | $2.13K | 0.00% | +21 | New |
| Capital Advisors, Ltd. LLC | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 19 | $1.93K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 18 | $1.83K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 18 | $1.83K | 0.00% | +18 | New |
| Transamerica Financial Advisors, Inc. | 17 | $1.73K | 0.00% | +1+6.3% | Added |
| Dogwood Wealth Management LLC | 17 | $1.73K | 0.00% | +17 | New |
| TD Private Client Wealth LLC | 16 | $1.63K | 0.00% | +1+6.7% | Added |
| Manchester Capital Management LLC | 16 | $1.63K | 0.00% | +14+700.0% | Added |
| C M Bidwell & Associates Ltd | 14 | $1.42K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 14 | $1.42K | 0.00% | +14 | New |
| Cornerstone Planning Group LLC | 13 | $1.33K | 0.00% | +2+18.2% | Added |
| DiNuzzo Private Wealth, Inc. | 13 | $1.32K | 0.00% | +2+18.2% | Added |
| Montag A & Associates Inc | 12 | $1.22K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 12 | $1.22K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 11 | $1.12K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 11 | $1.12K | 0.00% | +11 | New |
| Grove Bank & Trust | 10 | $1.02K | 0.00% | 00.0% | Unchanged |
| Strategic Advocates LLC | 9 | $917 | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 9 | $914 | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 9 | $914 | 0.00% | +9 | New |
| SHP Wealth Management | 9 | $913 | 0.00% | +9 | New |
| Marquette Asset Management, LLC | 8 | $813 | 0.00% | +8 | New |
| ORG Wealth Partners, LLC | 8 | $812 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 8 | $812 | 0.00% | +8 | New |
| Rialto Wealth Management, LLC | 7 | $711 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 7 | $711 | 0.00% | +4+133.3% | Added |
| Addison Advisors LLC | 7 | $711 | 0.00% | +7 | New |
| ORG Partners LLC | 7 | $710 | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 7 | $710 | 0.00% | +7 | New |
| Investors Portfolio Services LLC | 7 | $661 | 0.00% | +7 | New |
| DecisionPoint Financial, LLC | 6 | $610 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 6 | $609 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 5 | $508 | 0.00% | −6−54.5% | Reduced |