| Umb Bank N A | 325 | $32.1K | 0.00% | +19+6.2% | Added |
| NBC Securities, Inc. | 308 | $30.4K | 0.00% | −363−54.1% | Reduced |
| Smithfield Trust Co | 282 | $28.0K | 0.00% | +162+135.0% | Added |
| Elyxium Wealth, LLC | 280 | $27.7K | 0.01% | +280 | New |
| Westside Investment Management, Inc. | 259 | $26.3K | 0.00% | +5+2.0% | Added |
| Walleye Capital LLC | 265 | $26.2K | 0.00% | −3,452−92.9% | Reduced |
| Ancora Advisors, LLC | 250 | $24.7K | 0.00% | −3−1.2% | Reduced |
| Clear Street Markets LLC | 244 | $24.1K | 0.00% | −39−13.8% | Reduced |
| DV Equities, LLC | 232 | $22.9K | 0.00% | +232 | New |
| United Community Bank | 226 | $22.3K | 0.01% | −688−75.3% | Reduced |
| Private Wealth Management Group, LLC | 225 | $22.2K | 0.01% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 221 | $21.9K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 216 | $21.0K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 200 | $19.8K | 0.00% | +141+239.0% | Added |
| Salomon & Ludwin, LLC | 183 | $18.6K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 188 | $18.6K | 0.00% | +188 | New |
| Reflection Asset Management | 185 | $18.3K | 0.01% | +185 | New |
| Fourth Dimension Wealth, LLC | 180 | $17.8K | 0.01% | 00.0% | Unchanged |
| PMV Capital Advisers, LLC | 172 | $17.0K | 0.03% | +172 | New |
| Farmers & Merchants Investments Inc | 164 | $16.2K | 0.00% | +4+2.5% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 155 | $15.3K | 0.00% | +9+6.2% | Added |
| Capital Advisors, Ltd. LLC | 154 | $15.0K | 0.00% | +48+45.3% | Added |
| City State Bank | 147 | $14.5K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 141 | $13.9K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 137 | $13.5K | 0.01% | +137 | New |
| International Assets Investment Management, LLC | 135 | $13.3K | 0.00% | +135 | New |
| Prestige Wealth Management Group LLC | 132 | $13.0K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 130 | $12.8K | 0.00% | +130 | New |
| Quarry LP | 127 | $12.5K | 0.00% | +4+3.3% | Added |
| Quest 10 Wealth Builders, Inc. | 127 | $12.5K | 0.01% | +127 | New |
| Close Asset Management Ltd | 120 | $12.0K | 0.00% | +40+50.0% | Added |
| Compagnie Lombard Odier SCmA | 120 | $11.9K | 0.00% | −1,000−89.3% | Reduced |
| Meramec Financial Planners, LLC | 105 | $11.4K | 0.00% | +105 | New |
| Bell Investment Advisors, Inc | 113 | $11.2K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 112 | $11.1K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 112 | $11.1K | 0.00% | +98+700.0% | Added |
| TD Private Client Wealth LLC | 112 | $11.1K | 0.00% | +59+111.3% | Added |
| Golden State Wealth Management, LLC | 106 | $10.5K | 0.00% | +106 | New |
| JFS Wealth Advisors, LLC | 103 | $10.2K | 0.00% | +39+60.9% | Added |
| Blue Bell Private Wealth Management, LLC | 92 | $9.09K | 0.00% | +92 | New |
| WealthCollab, LLC | 88 | $8.69K | 0.00% | +48+120.0% | Added |
| Avion Wealth | 90 | $8.00K | 0.00% | −2−2.2% | Reduced |
| Gleason Group, Inc. | 81 | $8.00K | 0.00% | +81 | New |
| Acumen Wealth Advisors, LLC | 78 | $7.71K | 0.00% | +78 | New |
| TD Waterhouse Canada Inc. | 77 | $7.61K | 0.00% | +77 | New |
| Keating Financial Advisory Services, Inc. | 77 | $7.61K | 0.00% | +77 | New |
| Winnow Wealth LLC | 76 | $7.52K | 0.01% | 00.0% | Unchanged |
| Networth Advisors, LLC | 70 | $6.91K | 0.01% | +70 | New |
| Hartford Financial Management Inc. | 57 | $5.63K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 57 | $5.63K | 0.00% | +4+7.5% | Added |
| Marquette Asset Management, LLC | 53 | $5.24K | 0.00% | +11+26.2% | Added |
| Graney & King, LLC | 50 | $4.94K | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 50 | $4.94K | 0.00% | +50 | New |
| MJT & Associates Financial Advisory Group, Inc. | 49 | $4.84K | 0.00% | −5−9.3% | Reduced |
| Meeder Asset Management Inc | 49 | $4.84K | 0.00% | −3−5.8% | Reduced |
| Harbor Investment Advisory, LLC | 49 | $4.84K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 46 | $4.54K | 0.00% | −138−75.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 45 | $4.45K | 0.00% | +2+4.7% | Added |
| IMA Wealth, Inc. | 44 | $4.34K | 0.00% | +41+1,366.7% | Added |
| Bare Financial Services, Inc | 42 | $4.15K | 0.00% | −8−16.0% | Reduced |
| South State Corp. | 41 | $4.05K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 39 | $3.85K | 0.00% | +19+95.0% | Added |
| Sunbelt Securities, Inc. | 37 | $3.65K | 0.00% | +11+42.3% | Added |
| Abound Wealth Management | 36 | $3.56K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 35 | $3.46K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 35 | $3.46K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 33 | $3.26K | 0.00% | +21+175.0% | Added |
| UMA Financial Services, Inc. | 32 | $3.16K | 0.00% | +10+45.5% | Added |
| Ogorek Anthony Joseph | 33 | $3.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 29 | $2.87K | 0.00% | −332−92.0% | Reduced |
| Sachetta, LLC | 28 | $2.77K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 27 | $2.67K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 25 | $2.47K | 0.00% | +1+4.2% | Added |
| Costello Asset Management, INC | 25 | $2.47K | 0.00% | +25 | New |
| SHP Wealth Management | 24 | $2.37K | 0.00% | +24 | New |
| Signature Equity Partners, LLC | 24 | $2.37K | 0.00% | +24 | New |
| Dunhill Financial, LLC | 23 | $2.27K | 0.00% | +6+35.3% | Added |
| Legacy Bridge, LLC | 23 | $2.27K | 0.00% | +23 | New |
| Central Trust Co | 23 | $2.26K | 0.00% | +2+9.5% | Added |
| Bruce G. Allen Investments, LLC | 22 | $2.17K | 0.00% | 00.0% | Unchanged |
| Optima Capital LLC | 22 | $2.17K | 0.00% | +22 | New |
| Clayton Financial Group LLC | 21 | $2.08K | 0.00% | +21 | New |
| Bay Harbor Wealth Management, LLC | 21 | $2.07K | 0.00% | +8+61.5% | Added |
| Truvestments Capital LLC | 21 | $2.07K | 0.00% | +21 | New |
| Rialto Wealth Management, LLC | 20 | $1.98K | 0.00% | +3+17.6% | Added |
| Raffa Wealth Management, LLC | 20 | $1.98K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 19 | $1.88K | 0.00% | +19 | New |
| Picton Mahoney Asset Management | 18 | $1.78K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 17 | $1.68K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 15 | $1.48K | 0.00% | +15 | New |
| Greenline Wealth Management LLC | 13 | $1.32K | 0.00% | +13 | New |
| WestEnd Advisors, LLC | 13 | $1.28K | 0.00% | +8+160.0% | Added |
| Caitlin John, LLC | 10 | $988 | 0.00% | −5−33.3% | Reduced |
| Strengthening Families & Communities, LLC | 10 | $988 | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 10 | $988 | 0.00% | +1+11.1% | Added |
| HFM Investment Advisors, LLC | 9 | $889 | 0.00% | +1+12.5% | Added |
| 1015 Capital Partners, LLC | 9 | $889 | 0.00% | +9 | New |
| Hughes Financial Services, LLC | 8 | $790 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 8 | $790 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 8 | $790 | 0.00% | +8 | New |