| Creative Financial Designs Inc | 250 | $61.3K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 246 | $60.3K | 0.00% | +6+2.5% | Added |
| Anchor Investment Management, LLC | 235 | $57.6K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 209 | $51.2K | 0.01% | +209 | New |
| Private Wealth Asset Management, LLC | 200 | $49.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Corp | 182 | $44.6K | 0.00% | −138−43.1% | Reduced |
| Ronald Blue Trust, Inc. | 178 | $43.6K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 176 | $43.2K | 0.00% | +96+120.0% | Added |
| Cullen/Frost Bankers, Inc. | 175 | $42.9K | 0.00% | +155+775.0% | Added |
| SBI Securities Co., Ltd. | 172 | $42.1K | 0.00% | +57+49.6% | Added |
| Massmutual Trust Co FSB | 158 | $38.7K | 0.00% | +69+77.5% | Added |
| Rossby Financial, LCC | 154 | $38.5K | 0.01% | +7+4.8% | Added |
| Fifth Third Bancorp | 156 | $38.2K | 0.00% | +41+35.7% | Added |
| Root Financial Partners, LLC | 155 | $38.0K | 0.00% | +45+40.9% | Added |
| IAG Wealth Partners, LLC | 150 | $36.8K | 0.00% | −50−25.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 129 | $31.6K | 0.00% | −24−15.7% | Reduced |
| RWM Asset Management, LLC | 125 | $30.6K | 0.00% | +125 | New |
| Ancora Advisors, LLC | 118 | $28.9K | 0.00% | +118 | New |
| TD Waterhouse Canada Inc. | 116 | $28.8K | 0.00% | −15−11.5% | Reduced |
| Smartleaf Asset Management LLC | 123 | $28.1K | 0.00% | +2+1.7% | Added |
| MCF Advisors LLC | 111 | $27.2K | 0.00% | −10−8.3% | Reduced |
| Meeder Asset Management Inc | 109 | $26.7K | 0.00% | +64+142.2% | Added |
| SJS Investment Consulting Inc. | 107 | $26.2K | 0.00% | +59+122.9% | Added |
| Zions Bancorporation, National Association | 101 | $24.7K | 0.00% | +23+29.5% | Added |
| Avalon Trust Co | 100 | $24.5K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 95 | $23.3K | 0.01% | +95 | New |
| Mather Group, LLC. | 92 | $22.5K | 0.00% | +92 | New |
| Whi Trust Co LLC | 91 | $22.3K | 0.02% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 86 | $21.1K | 0.01% | +30+53.6% | Added |
| Hollencrest Capital Management | 85 | $20.8K | 0.00% | +85 | New |
| Contravisory Investment Management, Inc. | 84 | $20.6K | 0.00% | −14−14.3% | Reduced |
| Huntington National Bank | 79 | $19.1K | 0.00% | −148−65.2% | Reduced |
| Rakuten Securities, Inc. | 75 | $18.4K | 0.01% | −98−56.6% | Reduced |
| Acumen Wealth Advisors, LLC | 74 | $18.1K | 0.00% | −32−30.2% | Reduced |
| CX Institutional | 63 | $15.0K | 0.00% | +63 | New |
| Morse Asset Management, Inc | 59 | $14.5K | 0.00% | +9+18.0% | Added |
| Keating Financial Advisory Services, Inc. | 58 | $14.2K | 0.00% | +13+28.9% | Added |
| Bessemer Group Inc | 57 | $14.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 55 | $13.5K | 0.00% | +2+3.8% | Added |
| CVA Family Office, LLC | 53 | $13.0K | 0.00% | +48+960.0% | Added |
| Matrix Trust Co | 49 | $12.0K | 0.00% | +49 | New |
| Quadrant Capital Group LLC | 38 | $9.31K | 0.00% | +2+5.6% | Added |
| Golden State Equity Partners | 31 | $7.59K | 0.00% | +31 | New |
| GoalVest Advisory LLC | 27 | $6.62K | 0.00% | +27 | New |
| Fortitude Family Office, LLC | 26 | $6.37K | 0.00% | +15+136.4% | Added |
| Hager Investment Management Services, LLC | 26 | $6.37K | 0.00% | +26 | New |
| JFS Wealth Advisors, LLC | 23 | $5.63K | 0.00% | +6+35.3% | Added |
| Rachor Investment Advisory Services, LLC | 21 | $5.14K | 0.00% | +1+5.0% | Added |
| Dogwood Wealth Management LLC | 21 | $5.14K | 0.00% | +21 | New |
| NBC Securities, Inc. | 20 | $4.90K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 20 | $4.90K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 20 | $4.90K | 0.00% | +4+25.0% | Added |
| Cromwell Holdings LLC | 19 | $4.66K | 0.00% | +4+26.7% | Added |
| LRI Investments, LLC | 17 | $4.17K | 0.00% | +17 | New |
| Quent Capital, LLC | 16 | $3.92K | 0.00% | +6+60.0% | Added |
| Retirement Wealth Solutions LLC | 16 | $3.92K | 0.00% | +7+77.8% | Added |
| Salomon & Ludwin, LLC | 16 | $3.88K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 15 | $3.85K | 0.00% | −56−78.9% | Reduced |
| Clearstead Advisors, LLC | 15 | $3.67K | 0.00% | −1,880−99.2% | Reduced |
| Elequin Capital LP | 14 | $3.43K | 0.00% | +14 | New |
| UMA Financial Services, Inc. | 13 | $3.19K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 13 | $3.09K | 0.00% | +13 | New |
| Bogart Wealth, LLC | 12 | $2.94K | 0.00% | +4+50.0% | Added |
| TD Private Client Wealth LLC | 12 | $2.94K | 0.00% | +7+140.0% | Added |
| Larson Financial Group LLC | 12 | $2.94K | 0.00% | +10+500.0% | Added |
| Marquette Asset Management, LLC | 11 | $2.69K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 11 | $2.69K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 11 | $2.69K | 0.00% | +1+10.0% | Added |
| Rialto Wealth Management, LLC | 11 | $2.69K | 0.00% | +4+57.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 10 | $2.45K | 0.00% | +7+233.3% | Added |
| Bay Harbor Wealth Management, LLC | 10 | $2.45K | 0.00% | +8+400.0% | Added |
| First Pacific Financial | 10 | $2.45K | 0.00% | +10 | New |
| True Wealth Design, LLC | 9 | $2.21K | 0.00% | +3+50.0% | Added |
| NBT Bank N A | 9 | $2.21K | 0.00% | +9 | New |
| Rothschild Investment LLC | 8 | $2.02K | 0.00% | +6+300.0% | Added |
| Avion Wealth | 12 | $2.00K | 0.00% | +6+100.0% | Added |
| Beaird Harris Wealth Management, LLC | 8 | $1.96K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 8 | $1.96K | 0.00% | +2+33.3% | Added |
| IMA Wealth, Inc. | 8 | $1.96K | 0.00% | +8 | New |
| Vermillion Wealth Management, Inc. | 8 | $1.96K | 0.00% | +8 | New |
| Intentional Wealth Strategies, LLC | 8 | $1.96K | 0.00% | +8 | New |
| JNBA Financial Advisors | 7 | $1.72K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 7 | $1.71K | 0.00% | +4+133.3% | Added |
| SHP Wealth Management | 6 | $1.58K | 0.00% | +3+100.0% | Added |
| DiNuzzo Private Wealth, Inc. | 6 | $1.47K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 6 | $1.47K | 0.00% | +1+20.0% | Added |
| High Note Wealth, LLC | 6 | $1.47K | 0.00% | +6 | New |
| Basecamp Wealth Advisors LLC | 5 | $1.30K | 0.00% | −2−28.6% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 5 | $1.23K | 0.00% | +5 | New |
| Essential Partners LLC | 4 | $980 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 4 | $980 | 0.00% | +1+33.3% | Added |
| Highline Wealth Partners LLC | 4 | $980 | 0.00% | +2+100.0% | Added |
| 1015 Capital Partners, LLC | 4 | $980 | 0.00% | +2+100.0% | Added |
| JPL Wealth Management, LLC | 4 | $980 | 0.00% | +4 | New |
| Roxbury Financial LLC | 4 | $980 | 0.00% | +4 | New |
| Cornerstone Financial Management LLC | 4 | $980 | 0.00% | +4 | New |
| Breakwater Investment Management | 3 | $735 | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 3 | $735 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 3 | $735 | 0.00% | +1+50.0% | Added |
| American Capital Advisory, LLC | 3 | $735 | 0.00% | +1+50.0% | Added |
