| Fortress Private Ledger, LLC | 110 | $236.1K | 0.08% | +110 | New |
| Prime Capital Investment Advisors, LLC | 109 | $233.9K | 0.00% | +109 | New |
| Twinbeech Capital LP | 109 | $233.9K | 0.02% | −11,690−99.1% | Reduced |
| Bank & Trust Co | 109 | $233.9K | 0.17% | −3−2.7% | Reduced |
| Prelude Capital Management, LLC | 109 | $233.9K | 0.02% | +109 | New |
| National Asset Management, Inc. | 107 | $230.6K | 0.01% | +107 | New |
| Arkadios Wealth Advisors | 107 | $229.7K | 0.00% | −24−18.3% | Reduced |
| Savant Capital, LLC | 107 | $229.6K | 0.00% | −21−16.4% | Reduced |
| DRW Securities, LLC | 106 | $227.5K | 0.02% | +106 | New |
| Optas, LLC | 106 | $227.5K | 0.04% | −188−63.9% | Reduced |
| First American Trust, FSB | 105 | $225.3K | 0.02% | +105 | New |
| Symphony Financial Services, Inc. | 104 | $223.2K | 0.11% | +104 | New |
| Savvy Advisors, Inc. | 103 | $221.1K | 0.01% | +103 | New |
| Cary Street Partners Financial LLC | 103 | $221.1K | 0.01% | 00.0% | Unchanged |
| Ground Swell Capital, LLC | 103 | $221.1K | 0.45% | +103 | New |
| Black Diamond Financial, LLC | 103 | $221.1K | 0.02% | +103 | New |
| Red Door Wealth Management, LLC | 103 | $221.1K | 0.02% | +103 | New |
| Ballentine Partners, LLC | 101 | $215.7K | 0.00% | +101 | New |
| Westover Capital Advisors, LLC | 100 | $214.6K | 0.04% | −288−74.2% | Reduced |
| Paradigm Asset Management Co LLC | 100 | $214.6K | 0.05% | 00.0% | Unchanged |
| CCM Investment Advisers LLC | 100 | $214.6K | 0.02% | +100 | New |
| Viewpoint Investment Partners Corp | 100 | $214.6K | 0.10% | +100 | New |
| Mullooly Asset Management, Inc. | 100 | $214.6K | 0.08% | +100 | New |
| Blue Rock Wealth Management LLC | 100 | $214.6K | 0.13% | +100 | New |
| Z3 Capital Partners, LLC | 100 | $214.6K | 0.05% | +100 | New |
| Austin Private Wealth, LLC | 98 | $210.3K | 0.02% | +98 | New |
| Pines Wealth Management, LLC | 97 | $208.2K | 0.07% | +97 | New |
| Old National Bancorp | 96 | $206.0K | 0.00% | +96 | New |
| Parallel Advisors, LLC | 95 | $204.0K | 0.00% | +7+8.0% | Added |
| Emerald Advisers, LLC | 95 | $203.9K | 0.01% | −4−4.0% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 84 | $180.3K | 0.00% | +1+1.2% | Added |
| EverSource Wealth Advisors, LLC | 74 | $158.8K | 0.01% | −8−9.8% | Reduced |
| Van Eck Associates Corp | 67 | $144.0K | 0.00% | +67 | New |
| Smartleaf Asset Management LLC | 66 | $142.8K | 0.01% | +8+13.8% | Added |
| Torren Management, LLC | 66 | $141.7K | 0.07% | +66 | New |
| Allworth Financial LP | 64 | $137.2K | 0.00% | +36+128.6% | Added |
| Steward Partners Investment Advisory, LLC | 61 | $130.0K | 0.00% | −4−6.2% | Reduced |
| North Star Investment Management Corp. | 60 | $129.5K | 0.01% | 00.0% | Unchanged |
| Motco | 55 | $118.0K | 0.01% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 51 | $109.6K | 0.01% | +48+1,600.0% | Added |
| Accent Capital Management, LLC | 50 | $107.3K | 0.05% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 42 | $90.4K | 0.01% | −32−43.2% | Reduced |
| Cary Street Partner Investment Advisory LLC | 42 | $90.1K | 0.02% | +30+250.0% | Added |
| CoreFirst Bank & Trust | 39 | $83.7K | 0.05% | +3+8.3% | Added |
| Paladin Partners, LLC | 38 | $81.6K | 0.06% | +38 | New |
| Newbridge Financial Services Group, Inc. | 34 | $73.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 33 | $70.8K | 0.01% | −3−8.3% | Reduced |
| Los Angeles Capital Management LLC | 39 | $69.4K | 0.00% | +39 | New |
| Community Bank, N.A. | 31 | $66.5K | 0.01% | −24−43.6% | Reduced |
| Central Pacific Bank - Trust Division | 30 | $64.4K | 0.01% | +30 | New |
| Root Financial Partners, LLC | 29 | $62.2K | 0.00% | +11+61.1% | Added |
| Bessemer Group Inc | 26 | $56.0K | 0.00% | −27−50.9% | Reduced |
| Ronald Blue Trust, Inc. | 26 | $55.8K | 0.00% | −4−13.3% | Reduced |
| Jessup Wealth Management, Inc | 26 | $55.8K | 0.02% | +26 | New |
| Trust Co | 25 | $53.7K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 24 | $51.5K | 0.00% | +8+50.0% | Added |
| Cape Investment Advisory, Inc. | 23 | $49.4K | 0.02% | +15+187.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 21 | $45.1K | 0.00% | +2+10.5% | Added |
| Stephenson National Bank & Trust | 21 | $45.1K | 0.01% | +3+16.7% | Added |
| Reflection Asset Management | 21 | $45.1K | 0.03% | +21 | New |
| Fifth Third Bancorp | 20 | $42.9K | 0.00% | −1−4.8% | Reduced |
| Vision Retirement, LLC | 19 | $40.9K | 0.01% | +19 | New |
| Massmutual Trust Co FSB | 19 | $40.8K | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 18 | $38.6K | 0.03% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 18 | $38.6K | 0.00% | +18 | New |
| Parkside Financial Bank & Trust | 17 | $36.5K | 0.00% | +3+21.4% | Added |
| Duncker Streett & Co Inc | 17 | $36.5K | 0.01% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 15 | $32.2K | 0.00% | −1−6.3% | Reduced |
| Harbor Investment Advisory, LLC | 15 | $32.2K | 0.00% | +9+150.0% | Added |
| Toth Financial Advisory Corp | 14 | $30.0K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 14 | $30.0K | 0.01% | +4+40.0% | Added |
| PFS Partners, LLC | 13 | $28.3K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 13 | $27.9K | 0.00% | −7−35.0% | Reduced |
| Hilton Head Capital Partners, LLC | 12 | $25.8K | 0.02% | +12 | New |
| JFS Wealth Advisors, LLC | 11 | $23.6K | 0.00% | +3+37.5% | Added |
| Basecamp Wealth Advisors LLC | 11 | $23.6K | 0.01% | +11 | New |
| Caldwell Sutter Capital, Inc. | 10 | $21.5K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 10 | $21.5K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 10 | $21.5K | 0.00% | +3+42.9% | Added |
| SageView Advisory Group, LLC | 10 | $21.5K | 0.00% | +10 | New |
| Beacon Financial Strategies CORP | 10 | $21.5K | 0.01% | +10 | New |
| Huntington National Bank | 10 | $21.5K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 9 | $19.3K | 0.00% | +9 | New |
| Raiffeisen Bank International AG | 8 | $17.3K | 0.00% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 8 | $17.2K | 0.01% | −270−97.1% | Reduced |
| Spire Wealth Management | 8 | $17.2K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 8 | $17.2K | 0.00% | +1+14.3% | Added |
| Rothschild Investment LLC | 8 | $17.2K | 0.00% | +1+14.3% | Added |
| Fortitude Family Office, LLC | 8 | $17.2K | 0.00% | +2+33.3% | Added |
| Keating Financial Advisory Services, Inc. | 8 | $17.2K | 0.00% | +8 | New |
| Fideuram Asset Management (Ireland) dac | 8 | $16.6K | 0.00% | +8 | New |
| Bell Investment Advisors, Inc | 7 | $15.0K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 7 | $15.0K | 0.00% | +2+40.0% | Added |
| Hara Capital LLC | 7 | $15.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 7 | $15.0K | 0.00% | +1+16.7% | Added |
| 1015 Capital Partners, LLC | 7 | $15.0K | 0.01% | +7 | New |
| Salomon & Ludwin, LLC | 6 | $13.1K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 6 | $12.9K | 0.00% | +2+50.0% | Added |
| Trust Co of Vermont | 6 | $12.9K | 0.00% | +6 | New |
| Basepoint Wealth LLC | 5 | $10.8K | 0.01% | +5 | New |
