| Frank, Rimerman Advisors LLC | 104 | $202.1K | 0.01% | +104 | New |
| Allworth Financial LP | 103 | $200.2K | 0.00% | −7−6.4% | Reduced |
| Premier Path Wealth Partners, LLC | 103 | $200.2K | 0.03% | +103 | New |
| Ironwood Investment Counsel, LLC | 103 | $200.2K | 0.03% | +103 | New |
| Golden State Equity Partners | 103 | $200.2K | 0.03% | +103 | New |
| Grove Bank & Trust | 100 | $194.4K | 0.03% | −60−37.5% | Reduced |
| Westpac Banking Corp | 97 | $188.5K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 95 | $182.4K | 0.02% | +38+66.7% | Added |
| Massmutual Trust Co FSB | 92 | $178.8K | 0.01% | +3+3.4% | Added |
| Pacifica Partners Inc. | 90 | $174.9K | 0.07% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 85 | $165.2K | 0.01% | +25+41.7% | Added |
| Eagle Bay Advisors LLC | 79 | $153.5K | 0.06% | −8−9.2% | Reduced |
| Absoluto Partners Gestao de Recursos Ltda | 78 | $151.6K | 0.11% | −898−92.0% | Reduced |
| Assetmark, Inc | 78 | $151.6K | 0.00% | −34−30.4% | Reduced |
| Anchor Investment Management, LLC | 76 | $147.7K | 0.01% | +51+204.0% | Added |
| Cromwell Holdings LLC | 74 | $143.8K | 0.09% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 73 | $141.9K | 0.01% | +2+2.8% | Added |
| VitalStone Financial, LLC | 69 | $134.1K | 0.09% | +69 | New |
| Jones Financial Companies LLLP | 68 | $130.5K | 0.00% | +49+257.9% | Added |
| GAMMA Investing LLC | 66 | $128.3K | 0.01% | +11+20.0% | Added |
| AdvisorNet Financial, Inc | 66 | $128.3K | 0.01% | +55+500.0% | Added |
| Creative Financial Designs Inc | 61 | $118.6K | 0.01% | 00.0% | Unchanged |
| Tobam | 60 | $117.0K | 0.02% | 00.0% | Unchanged |
| Rise Advisors, LLC | 59 | $114.7K | 0.05% | 00.0% | Unchanged |
| Bank of New Hampshire | 55 | $106.9K | 0.03% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 53 | $103.0K | 0.01% | +2+3.9% | Added |
| City Holding Co | 53 | $103.0K | 0.01% | 00.0% | Unchanged |
| Alta Advisers Ltd | 50 | $97.2K | 0.04% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 49 | $95.2K | 0.02% | +49 | New |
| Hilltop National Bank | 45 | $87.5K | 0.03% | −39−46.4% | Reduced |
| Carolinas Wealth Consulting LLC | 43 | $83.6K | 0.02% | +1+2.4% | Added |
| LGT Financial Advisors LLC | 40 | $77.7K | 0.19% | −5−11.1% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 39 | $75.8K | 0.03% | +29+290.0% | Added |
| Washington Trust Advisors, Inc. | 38 | $74.7K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 38 | $73.9K | 0.03% | 00.0% | Unchanged |
| Key Financial Inc | 38 | $73.9K | 0.02% | 00.0% | Unchanged |
| Quarry LP | 38 | $73.9K | 0.02% | +38 | New |
| Providence Capital Advisors, LLC | 36 | $70.0K | 0.01% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 35 | $68.0K | 0.01% | +35 | New |
| First Horizon Advisors, Inc. | 35 | $68.0K | 0.00% | −2−5.4% | Reduced |
| Hemington Wealth Management | 31 | $61.0K | 0.02% | +31 | New |
| Oarsman Capital, Inc. | 30 | $58.3K | 0.01% | +30 | New |
| Skopos Labs, Inc. | 30 | $58.3K | 0.02% | +30 | New |
| TD Waterhouse Canada Inc. | 29 | $55.4K | 0.00% | +28+2,800.0% | Added |
| SRS Capital Advisors, Inc. | 27 | $52.5K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 27 | $52.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 26 | $52.0K | 0.03% | +6+30.0% | Added |
| Hexagon Capital Partners LLC | 26 | $50.5K | 0.01% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 25 | $48.6K | 0.02% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 25 | $48.6K | 0.01% | 00.0% | Unchanged |
| DSM Capital Partners LLC | 23 | $44.7K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 23 | $44.7K | 0.00% | +3+15.0% | Added |
| Meeder Asset Management Inc | 22 | $42.8K | 0.00% | +6+37.5% | Added |
| Elequin Capital LP | 22 | $42.8K | 0.00% | +9+69.2% | Added |
| Kiely Wealth Advisory Group, Inc. | 18 | $42.2K | 0.03% | 00.0% | Unchanged |
| True Wealth Design, LLC | 20 | $38.9K | 0.02% | +18+900.0% | Added |
| Barrett & Company, Inc. | 20 | $38.9K | 0.02% | 00.0% | Unchanged |
| Rothschild Investment LLC | 20 | $38.9K | 0.00% | +9+81.8% | Added |
| Moisand Fitzgerald Tamayo, LLC | 19 | $36.9K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 18 | $35.0K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 18 | $35.0K | 0.02% | 00.0% | Unchanged |
| Wintrust Investments LLC | 17 | $34.0K | 0.03% | −159−90.3% | Reduced |
| Logan Capital Management Inc | 17 | $33.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 17 | $33.0K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 16 | $31.1K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 16 | $31.1K | 0.00% | +1+6.7% | Added |
| Northwest Financial Advisors | 15 | $29.2K | 0.02% | +15 | New |
| Adirondack Trust Co | 15 | $29.2K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 14 | $27.2K | 0.02% | −7−33.3% | Reduced |
| Johnson Financial Group, Inc. | 14 | $27.2K | 0.00% | +2+16.7% | Added |
| CVA Family Office, LLC | 14 | $27.2K | 0.00% | +1+7.7% | Added |
| Colonial Trust Co | 14 | $26.3K | 0.00% | +4+40.0% | Added |
| Geneos Wealth Management Inc. | 13 | $25.3K | 0.00% | −2−13.3% | Reduced |
| Private Wealth Management Group, LLC | 13 | $25.3K | 0.01% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 13 | $25.3K | 0.01% | +13 | New |
| Hartford Financial Management Inc. | 12 | $23.3K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 12 | $22.4K | 0.01% | +3+33.3% | Added |
| WealthCollab, LLC | 11 | $21.4K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 11 | $21.4K | 0.01% | +5+83.3% | Added |
| Global Financial Private Client, LLC | 10 | $19.4K | 0.01% | +10 | New |
| J.Safra Asset Management Corp | 10 | $19.2K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 9 | $17.5K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 9 | $17.5K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 8 | $15.5K | 0.01% | −4−33.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 7 | $13.6K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 7 | $13.6K | 0.00% | +3+75.0% | Added |
| MV Capital Management, Inc. | 7 | $13.6K | 0.00% | +5+250.0% | Added |
| Ashton Thomas Securities, LLC | 7 | $13.6K | 0.00% | +7 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7 | $13.6K | 0.00% | +1+16.7% | Added |
| Cranbrook Wealth Management, LLC | 6 | $11.7K | 0.00% | +6 | New |
| Plante Moran Financial Advisors, LLC | 6 | $11.7K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 6 | $11.7K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 5 | $9.72K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 5 | $9.72K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 5 | $9.72K | 0.00% | +5 | New |
| Fortitude Family Office, LLC | 5 | $9.72K | 0.00% | +5 | New |
| Rakuten Securities, Inc. | 5 | $9.72K | 0.00% | +5 | New |
| Avion Wealth | 5 | $9.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 4 | $8.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 4 | $7.78K | 0.00% | −1−20.0% | Reduced |