| Northwestern Mutual Wealth Management Co | 192 | $4.86K | 0.00% | +70+57.4% | Added |
| Huntington National Bank | 189 | $4.79K | 0.00% | +103+119.8% | Added |
| Jones Financial Companies LLLP | 191 | $4.62K | 0.00% | −50−20.7% | Reduced |
| WealthCollab, LLC | 166 | $4.20K | 0.00% | +166 | New |
| Massmutual Trust Co FSB | 161 | $4.08K | 0.00% | +118+274.4% | Added |
| Whittier Trust Co | 150 | $3.95K | 0.00% | −120−44.4% | Reduced |
| GHP Investment Advisors, Inc. | 147 | $3.71K | 0.00% | −3,446−95.9% | Reduced |
| Rothschild Investment LLC | 142 | $3.60K | 0.00% | −261−64.8% | Reduced |
| Richardson Financial Services Inc. | 132 | $3.34K | 0.00% | −21−13.7% | Reduced |
| Harbor Investment Advisory, LLC | 124 | $3.14K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 123 | $3.11K | 0.00% | +1+0.8% | Added |
| Tradewinds Capital Management, LLC | 120 | $3.04K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 114 | $2.89K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 109 | $2.76K | 0.00% | −1,005−90.2% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 109 | $2.76K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 104 | $2.63K | 0.00% | +104 | New |
| Umb Bank N A | 95 | $2.40K | 0.00% | −133−58.3% | Reduced |
| Brown Brothers Harriman & Co | 94 | $2.38K | 0.00% | −9−8.7% | Reduced |
| McIlrath & Eck, LLC | 91 | $2.30K | 0.00% | −5−5.2% | Reduced |
| HM Payson & Co | 89 | $2.25K | 0.00% | −1−1.1% | Reduced |
| Quent Capital, LLC | 84 | $2.13K | 0.00% | −17−16.8% | Reduced |
| CX Institutional | 61 | $2.00K | 0.00% | −980−94.1% | Reduced |
| Capital Analysts, LLC | 66 | $2.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 78 | $1.98K | 0.00% | +4+5.4% | Added |
| Pflug Koory, LLC | 76 | $1.92K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 73 | $1.85K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 72 | $1.82K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 71 | $1.80K | 0.00% | +71 | New |
| Bayban | 71 | $1.80K | 0.00% | +71 | New |
| Basecamp Wealth Advisors LLC | 69 | $1.75K | 0.00% | +59+590.0% | Added |
| Smartleaf Asset Management LLC | 70 | $1.74K | 0.00% | +12+20.7% | Added |
| Private Wealth Management Group, LLC | 66 | $1.67K | 0.00% | +60+1,000.0% | Added |
| Bell Investment Advisors, Inc | 62 | $1.57K | 0.00% | −2−3.1% | Reduced |
| Deseret Mutual Benefit Administrators | 61 | $1.54K | 0.00% | +27+79.4% | Added |
| Grove Bank & Trust | 60 | $1.52K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 57 | $1.44K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 53 | $1.34K | 0.00% | −1−1.9% | Reduced |
| Elevated Capital Advisors, LLC | 52 | $1.32K | 0.00% | −815−94.0% | Reduced |
| Plante Moran Financial Advisors, LLC | 52 | $1.32K | 0.00% | +52 | New |
| Root Financial Partners, LLC | 49 | $1.24K | 0.00% | −108−68.8% | Reduced |
| Sunbelt Securities, Inc. | 49 | $1.24K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 46 | $1.17K | 0.00% | −20−30.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 45 | $1.14K | 0.00% | −37−45.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 43 | $1.09K | 0.00% | −14,980−99.7% | Reduced |
| Keating Financial Advisory Services, Inc. | 42 | $1.05K | 0.00% | +10+31.3% | Added |
| Hantz Financial Services, Inc. | 22 | $1.00K | 0.00% | −853−97.5% | Reduced |
| Hazlett, Burt & Watson, Inc. | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 41 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 32 | $1.00K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 37 | $937 | 0.00% | 00.0% | Unchanged |
| Natixis | 36 | $912 | 0.00% | −720−95.2% | Reduced |
| Private Wealth Asset Management, LLC | 36 | $912 | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 34 | $861 | 0.00% | 00.0% | Unchanged |
| Tower Trust & Investment Co | 34 | $860 | 0.00% | +16+88.9% | Added |
| Signature Resources Capital Management, LLC | 27 | $684 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 27 | $684 | 0.00% | +14+107.7% | Added |
| SBI Securities Co., Ltd. | 27 | $684 | 0.00% | +20+285.7% | Added |
| Parkside Financial Bank & Trust | 26 | $659 | 0.00% | −1−3.7% | Reduced |
| Quest 10 Wealth Builders, Inc. | 25 | $633 | 0.00% | −4−13.8% | Reduced |
| Adirondack Trust Co | 24 | $607 | 0.00% | +24 | New |
| Essential Partners LLC | 19 | $481 | 0.00% | −414−95.6% | Reduced |
| TD Waterhouse Canada Inc. | 18 | $465 | 0.00% | +18 | New |
| Westfuller Advisors, LLC | 18 | $459 | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 18 | $456 | 0.00% | 00.0% | Unchanged |
| Vision Retirement, LLC | 18 | $456 | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 18 | $456 | 0.00% | +18 | New |
| True Wealth Design, LLC | 16 | $406 | 0.00% | −50−75.8% | Reduced |
| Zions Bancorporation, National Association | 16 | $405 | 0.00% | −5−23.8% | Reduced |
| Private Trust Co NA | 16 | $405 | 0.00% | +16 | New |
| Indiana Trust & Investment Management CO | 15 | $380 | 0.00% | −1−6.3% | Reduced |
| Princeton Global Asset Management LLC | 15 | $380 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 15 | $380 | 0.00% | +15 | New |
| Cornerstone Planning Group LLC | 13 | $359 | 0.00% | −6−31.6% | Reduced |
| Ronald Blue Trust, Inc. | 14 | $354 | 0.00% | −104−88.1% | Reduced |
| Beacon Investment Advisory Services, Inc. | 13 | $330 | 0.00% | +13 | New |
| Truvestments Capital LLC | 13 | $329 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 12 | $304 | 0.00% | −1−7.7% | Reduced |
| Costello Asset Management, INC | 12 | $304 | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 11 | $279 | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 11 | $279 | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 11 | $279 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 11 | $279 | 0.00% | +11 | New |
| Magnolia Wealth Management, LLC | 11 | $279 | 0.00% | +11 | New |
| Hilton Head Capital Partners, LLC | 11 | $279 | 0.00% | +11 | New |
| TD Private Client Wealth LLC | 10 | $253 | 0.00% | −749−98.7% | Reduced |
| Atlantic Union Bankshares Corp | 10 | $253 | 0.00% | −18−64.3% | Reduced |
| Bogart Wealth, LLC | 10 | $253 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 9 | $228 | 0.00% | −1,079−99.2% | Reduced |
| Clearstead Advisors, LLC | 9 | $228 | 0.00% | −61−87.1% | Reduced |
| Evelyn Partners Asset Management Ltd | 9 | $228 | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 8 | $208 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 8 | $203 | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 8 | $203 | 0.00% | +8 | New |
| Colonial Trust Co | 7 | $174 | 0.00% | −11−61.1% | Reduced |
| Mather Group, LLC. | 6 | $152 | 0.00% | +6 | New |
| Rossby Financial, LCC | 5 | $129 | 0.00% | −7−58.3% | Reduced |
| Reyes Financial Architecture, Inc. | 5 | $127 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 5 | $127 | 0.00% | +2+66.7% | Added |
| Owl Creek Wealth Partners LLC | 5 | $127 | 0.00% | +5 | New |
| Brown, Lisle/Cummings, Inc. | 4 | $101 | 0.00% | 00.0% | Unchanged |
