| Huntington National Bank | 964 | $64.9K | 0.00% | −28−2.8% | Reduced |
| SageView Advisory Group, LLC | 899 | $60.5K | 0.00% | +899 | New |
| Clearstead Advisors, LLC | 842 | $56.7K | 0.00% | +331+64.8% | Added |
| Sterling Capital Management LLC | 830 | $55.9K | 0.00% | +644+346.2% | Added |
| Massmutual Trust Co FSB | 800 | $53.8K | 0.00% | −22−2.7% | Reduced |
| Essential Partners LLC | 753 | $50.7K | 0.02% | −162−17.7% | Reduced |
| Bessemer Group Inc | 702 | $47.0K | 0.00% | +158+29.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 694 | $46.7K | 0.00% | −2,107−75.2% | Reduced |
| Park Place Capital Corp | 620 | $41.7K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 616 | $41.5K | 0.00% | +372+152.5% | Added |
| Wellington-Altus USA Inc. | 603 | $40.6K | 0.03% | +603 | New |
| Centerpoint Advisors, LLC | 550 | $37.0K | 0.01% | 00.0% | Unchanged |
| Elequin Capital LP | 514 | $34.6K | 0.00% | +514 | New |
| Wealth Preservation Advisors, LLC | 500 | $33.6K | 0.02% | 00.0% | Unchanged |
| Hollencrest Capital Management | 400 | $26.9K | 0.00% | −10−2.4% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 362 | $25.5K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 378 | $25.4K | 0.00% | +39+11.5% | Added |
| CoreCap Advisors, LLC | 370 | $24.9K | 0.00% | −5,481−93.7% | Reduced |
| Richardson Financial Services Inc. | 368 | $24.8K | 0.02% | −56−13.2% | Reduced |
| Measured Wealth Private Client Group, LLC | 365 | $24.6K | 0.01% | +124+51.5% | Added |
| V-Square Quantitative Management LLC | 362 | $24.4K | 0.00% | +362 | New |
| American National Bank | 360 | $24.2K | 0.00% | +62+20.8% | Added |
| Central Trust Co | 354 | $23.8K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 350 | $23.6K | 0.00% | −228−39.4% | Reduced |
| Cornerstone Planning Group LLC | 287 | $20.9K | 0.00% | −1−0.3% | Reduced |
| Caldwell Sutter Capital, Inc. | 300 | $20.2K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 300 | $20.2K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 270 | $19.7K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 288 | $19.4K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 274 | $18.4K | 0.00% | −80−22.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 253 | $17.0K | 0.00% | −62−19.7% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 235 | $15.8K | 0.01% | −800−77.3% | Reduced |
| TFC Financial Management | 211 | $14.2K | 0.00% | +1+0.5% | Added |
| Trust Co of Vermont | 200 | $13.5K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 188 | $12.7K | 0.00% | +8+4.4% | Added |
| Bell Investment Advisors, Inc | 186 | $12.5K | 0.00% | −8−4.1% | Reduced |
| MAI Capital Management | 184 | $12.4K | 0.00% | −69−27.3% | Reduced |
| Legacy Wealth Managment, LLC | 159 | $10.7K | 0.01% | +44+38.3% | Added |
| SRS Capital Advisors, Inc. | 157 | $10.6K | 0.00% | −6,111−97.5% | Reduced |
| Rothschild Investment LLC | 155 | $10.4K | 0.00% | −1,065−87.3% | Reduced |
| Ares Financial Consulting, LLC | 154 | $10.4K | 0.01% | +154 | New |
| Elyxium Wealth, LLC | 147 | $9.89K | 0.00% | +147 | New |
| Quent Capital, LLC | 136 | $9.15K | 0.00% | −12−8.1% | Reduced |
| Chesapeake Asset Management LLC | 130 | $8.75K | 0.01% | +130 | New |
| Brown Brothers Harriman & Co | 127 | $8.55K | 0.00% | +127 | New |
| Wolff Wiese Magana LLC | 125 | $8.41K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 119 | $8.01K | 0.00% | +119 | New |
| Ancora Advisors, LLC | 113 | $7.61K | 0.00% | 00.0% | Unchanged |
| City State Bank | 110 | $7.40K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 107 | $7.20K | 0.00% | 00.0% | Unchanged |
| Bayban | 107 | $7.20K | 0.01% | +107 | New |
| Accent Capital Management, LLC | 101 | $6.80K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 100 | $6.73K | 0.00% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 100 | $6.73K | 0.00% | +100 | New |
| JFS Wealth Advisors, LLC | 91 | $6.13K | 0.00% | +22+31.9% | Added |
| Winnow Wealth LLC | 90 | $6.12K | 0.00% | +90 | New |
| Basecamp Wealth Advisors LLC | 90 | $6.06K | 0.00% | +90 | New |
| Kilter Group LLC | 77 | $5.18K | 0.00% | +77 | New |
| Vermillion & White Wealth Management Group, LLC | 77 | $5.18K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 73 | $4.91K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 72 | $4.85K | 0.00% | −58−44.6% | Reduced |
| Keating Financial Advisory Services, Inc. | 70 | $4.71K | 0.00% | +70 | New |
| Concord Wealth Partners | 66 | $4.44K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 65 | $4.38K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 63 | $4.24K | 0.00% | +63 | New |
| Rakuten Securities, Inc. | 61 | $4.11K | 0.00% | −15−19.7% | Reduced |
| Colonial Trust Co | 61 | $4.11K | 0.00% | +61 | New |
| Tucker Asset Management LLC | 57 | $3.84K | 0.00% | +57 | New |
| TD Private Client Wealth LLC | 54 | $3.63K | 0.00% | +2+3.8% | Added |
| WealthCollab, LLC | 51 | $3.43K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 3,123 | $3.16K | 0.00% | +3,123 | New |
| LRI Investments, LLC | 42 | $2.83K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 41 | $2.76K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 41 | $2.76K | 0.00% | +27+192.9% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 38 | $2.56K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 35 | $2.36K | 0.00% | +35 | New |
| SJS Investment Consulting Inc. | 30 | $2.02K | 0.00% | +19+172.7% | Added |
| Cary Street Partner Investment Advisory LLC | 30 | $2.02K | 0.00% | −10−25.0% | Reduced |
| Crewe Advisors LLC | 30 | $2.02K | 0.00% | +30 | New |
| Albion Financial Group | 26 | $1.75K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 25 | $1.68K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 25 | $1.68K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 25 | $1.68K | 0.00% | +18+257.1% | Added |
| Retirement Wealth Solutions LLC | 23 | $1.55K | 0.00% | +4+21.1% | Added |
| Cromwell Holdings LLC | 22 | $1.48K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 22 | $1.48K | 0.00% | +22 | New |
| Fortitude Family Office, LLC | 19 | $1.28K | 0.00% | −11−36.7% | Reduced |
| Frazier Financial Advisors, LLC | 18 | $1.21K | 0.00% | +18 | New |
| Montag A & Associates Inc | 18 | $1.20K | 0.00% | −48−72.7% | Reduced |
| Private Trust Co NA | 16 | $1.08K | 0.00% | −8−33.3% | Reduced |
| Zions Bancorporation, National Association | 16 | $1.08K | 0.00% | +16 | New |
| Cornerstone Financial Management LLC | 15 | $1.01K | 0.00% | +15 | New |
| Capital Advisors, Ltd. LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 14 | $943 | 0.00% | −2−12.5% | Reduced |
| Prestige Wealth Management Group LLC | 14 | $943 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 13 | $875 | 0.00% | −3,619−99.6% | Reduced |
| Rialto Wealth Management, LLC | 12 | $808 | 0.00% | −67−84.8% | Reduced |
| Bruce G. Allen Investments, LLC | 12 | $808 | 0.00% | +1+9.1% | Added |
| Bay Harbor Wealth Management, LLC | 11 | $740 | 0.00% | +3+37.5% | Added |
| UMA Financial Services, Inc. | 10 | $673 | 0.00% | 00.0% | Unchanged |
