| Keating Financial Advisory Services, Inc. | 153 | $35.7K | 0.01% | +17+12.5% | Added |
| Vanguard National Trust Co | 151 | $35.2K | 0.00% | +151 | New |
| Zions Bancorporation, National Association | 148 | $34.5K | 0.00% | +5+3.5% | Added |
| NBC Securities, Inc. | 147 | $34.3K | 0.00% | −6−3.9% | Reduced |
| CoreCap Advisors, LLC | 147 | $34.3K | 0.00% | +8+5.8% | Added |
| SJS Investment Consulting Inc. | 146 | $34.1K | 0.00% | +2+1.4% | Added |
| Grove Bank & Trust | 145 | $33.8K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 143 | $33.4K | 0.01% | +69+93.2% | Added |
| Vega Investment Solutions | 184 | $32.1K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 137 | $32.0K | 0.00% | −18−11.6% | Reduced |
| Sofos Investments, Inc. | 116 | $27.1K | 0.00% | +116 | New |
| Ares Financial Consulting, LLC | 113 | $27.0K | 0.02% | +113 | New |
| Basepoint Wealth LLC | 116 | $27.0K | 0.02% | +1+0.9% | Added |
| Parkside Financial Bank & Trust | 113 | $26.4K | 0.00% | +26+29.9% | Added |
| Steigerwald, Gordon & Koch Inc. | 95 | $22.2K | 0.00% | −22−18.8% | Reduced |
| First Horizon Corp | 94 | $21.9K | 0.00% | +1+1.1% | Added |
| JFS Wealth Advisors, LLC | 91 | $21.3K | 0.00% | +2+2.2% | Added |
| Swiss Re Ltd | 91 | $21.2K | 0.13% | 00.0% | Unchanged |
| MidFirst Bank | 88 | $20.5K | 0.00% | +88 | New |
| Sankala Group LLC | 91 | $20.5K | 0.02% | 00.0% | Unchanged |
| Clark Wealth Partners | 87 | $20.4K | 0.01% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 85 | $19.8K | 0.00% | +79+1,316.7% | Added |
| Private Wealth Management Group, LLC | 84 | $19.6K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 81 | $19.4K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 82 | $19.2K | 0.02% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 81 | $18.9K | 0.00% | +61+305.0% | Added |
| Park Place Capital Corp | 75 | $17.5K | 0.00% | +65+650.0% | Added |
| Beacon Investment Advisory Services, Inc. | 75 | $17.5K | 0.00% | +75 | New |
| Acumen Wealth Advisors, LLC | 70 | $16.3K | 0.00% | +70 | New |
| Meeder Asset Management Inc | 70 | $16.3K | 0.00% | −19−21.3% | Reduced |
| Bell Investment Advisors, Inc | 68 | $15.9K | 0.00% | +10+17.2% | Added |
| Wilkerson Advisory Group LLC | 67 | $15.6K | 0.01% | +33+97.1% | Added |
| South State Corp. | 66 | $15.4K | 0.00% | −7−9.6% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 63 | $14.7K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 61 | $14.2K | 0.00% | −49−44.5% | Reduced |
| Oakworth Capital, Inc. | 61 | $14.2K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 59 | $13.8K | 0.00% | −3−4.8% | Reduced |
| Atlantic Trust, LLC | 58 | $13.5K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 55 | $13.0K | 0.01% | −45−45.0% | Reduced |
| Avion Wealth | 60 | $13.0K | 0.00% | +4+7.1% | Added |
| Dogwood Wealth Management LLC | 55 | $12.8K | 0.01% | −4−6.8% | Reduced |
| Kemnay Advisory Services Inc. | 51 | $11.9K | 0.00% | −27−34.6% | Reduced |
| Legacy Wealth Managment, LLC | 50 | $11.7K | 0.01% | +50 | New |
| Salomon & Ludwin, LLC | 49 | $11.5K | 0.00% | −46−48.4% | Reduced |
| MV Capital Management, Inc. | 47 | $11.0K | 0.00% | +1+2.2% | Added |
| Bogart Wealth, LLC | 47 | $11.0K | 0.00% | +41+683.3% | Added |
| Sachetta, LLC | 43 | $10.0K | 0.01% | −1−2.3% | Reduced |
| Synergy Investment Management, LLC | 42 | $9.80K | 0.00% | +42 | New |
| Westside Investment Management, Inc. | 41 | $9.64K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 40 | $9.33K | 0.00% | +12+42.9% | Added |
| SHP Wealth Management | 40 | $9.26K | 0.00% | +5+14.3% | Added |
| Raffa Wealth Management, LLC | 39 | $9.10K | 0.00% | +25+178.6% | Added |
| JPL Wealth Management, LLC | 38 | $8.90K | 0.00% | +38 | New |
| Bruce G. Allen Investments, LLC | 36 | $8.40K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 34 | $7.97K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 34 | $7.96K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 34 | $7.93K | 0.00% | +34 | New |
| Rialto Wealth Management, LLC | 32 | $7.46K | 0.00% | +10+45.5% | Added |
| Asset Dedication, LLC | 31 | $7.23K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 31 | $7.23K | 0.00% | −3−8.8% | Reduced |
| Capital Advisors, Ltd. LLC | 29 | $7.00K | 0.00% | +1+3.6% | Added |
| MTM Investment Management, LLC | 30 | $7.00K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 29 | $6.93K | 0.00% | +16+123.1% | Added |
| RMG Wealth Management LLC | 27 | $6.59K | 0.00% | +27 | New |
| DiNuzzo Private Wealth, Inc. | 27 | $6.30K | 0.00% | +2+8.0% | Added |
| Harbor Investment Advisory, LLC | 27 | $6.30K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 27 | $6.30K | 0.01% | +3+12.5% | Added |
| Innovative Asset Advisors Group, LLC | 26 | $6.07K | 0.00% | +26 | New |
| LGT Financial Advisors LLC | 26 | $5.97K | 0.03% | +1+4.0% | Added |
| North Star Investment Management Corp. | 24 | $5.60K | 0.00% | +18+300.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 22 | $5.15K | 0.00% | +22 | New |
| AdvisorNet Financial, Inc | 21 | $4.90K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 21 | $4.90K | 0.00% | +2+10.5% | Added |
| Westfuller Advisors, LLC | 20 | $4.79K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 20 | $4.67K | 0.00% | +20 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 18 | $4.62K | 0.00% | +18 | New |
| Central Trust Co | 18 | $4.20K | 0.00% | −1−5.3% | Reduced |
| Aviso Financial Inc. | 18 | $4.20K | 0.00% | +18 | New |
| Altshuler Shaham Ltd | 17 | $3.96K | 0.00% | +1+6.3% | Added |
| Hughes Financial Services, LLC | 16 | $3.73K | 0.00% | +1+6.7% | Added |
| Sound Income Strategies, LLC | 15 | $3.61K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 15 | $3.54K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 15 | $3.50K | 0.00% | +15 | New |
| Millstone Evans Group, LLC | 15 | $3.50K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 15 | $3.50K | 0.00% | +3+25.0% | Added |
| High Note Wealth, LLC | 15 | $3.50K | 0.00% | +6+66.7% | Added |
| CWM Advisors, LLC | 14 | $3.34K | 0.00% | +1+7.7% | Added |
| Sunbelt Securities, Inc. | 14 | $3.27K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 12 | $2.80K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 12 | $2.80K | 0.00% | +10+500.0% | Added |
| Princeton Global Asset Management LLC | 12 | $2.80K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 12 | $2.80K | 0.00% | +12 | New |
| Abound Wealth Management | 12 | $2.77K | 0.00% | +4+50.0% | Added |
| Torren Management, LLC | 11 | $2.58K | 0.00% | −63−85.1% | Reduced |
| Godfrey Financial Associates, Inc. | 11 | $2.57K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 10 | $2.33K | 0.00% | −2−16.7% | Reduced |
| Richard W. Paul & Associates, LLC | 10 | $2.33K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 10 | $2.33K | 0.00% | +2+25.0% | Added |
| 1015 Capital Partners, LLC | 9 | $2.10K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 8 | $1.90K | 0.00% | −2−20.0% | Reduced |
