| Caliber Wealth Management, LLC | 850 | $204.8K | 0.02% | −415−32.8% | Reduced |
| Mitchell Sinkler & Starr | 847 | $204.1K | 0.09% | +847 | New |
| SJS Investment Consulting Inc. | 840 | $202.4K | 0.02% | +45+5.7% | Added |
| RB Capital Management, LLC | 840 | $202.4K | 0.04% | +840 | New |
| Waddell & Associates, LLC | 838 | $201.9K | 0.01% | +838 | New |
| Beacon Pointe Advisors, LLC | 836 | $201.5K | 0.00% | +836 | New |
| Advisors Asset Management, Inc. | 768 | $185.1K | 0.00% | +135+21.3% | Added |
| Central Trust Co | 713 | $171.8K | 0.00% | −29−3.9% | Reduced |
| Larson Financial Group LLC | 709 | $170.8K | 0.00% | +281+65.7% | Added |
| Signature Equity Partners, LLC | 609 | $146.8K | 0.07% | −142−18.9% | Reduced |
| Ameriflex Group, Inc. | 592 | $142.7K | 0.06% | +43+7.8% | Added |
| UBS Asset Management Americas Inc | 563 | $135.7K | 0.00% | −147,201−99.6% | Reduced |
| Nisa Investment Advisors, LLC | 391 | $94.2K | 0.00% | +349+831.0% | Added |
| Group One Trading, L.P. | 386 | $93.0K | 0.00% | +386 | New |
| WPG Advisers, LLC | 384 | $92.5K | 0.05% | +44+12.9% | Added |
| Nomura Asset Management Co Ltd | 382 | $92.1K | 0.00% | −138−26.5% | Reduced |
| Itau Unibanco Holding S.A. | 372 | $89.6K | 0.00% | +372 | New |
| LRI Investments, LLC | 336 | $80.9K | 0.01% | −5−1.5% | Reduced |
| Essential Partners LLC | 328 | $79.0K | 0.04% | +230+234.7% | Added |
| St Germain D J Co Inc | 324 | $78.1K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 320 | $77.1K | 0.02% | +120+60.0% | Added |
| Quent Capital, LLC | 308 | $74.2K | 0.00% | +1+0.3% | Added |
| Harbor Investment Advisory, LLC | 292 | $70.4K | 0.00% | +227+349.2% | Added |
| Massmutual Trust Co FSB | 283 | $68.2K | 0.00% | −31−9.9% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 254 | $61.2K | 0.02% | +254 | New |
| Parkside Financial Bank & Trust | 238 | $57.4K | 0.00% | +1+0.4% | Added |
| Clearstead Advisors, LLC | 233 | $56.1K | 0.00% | +230+7,666.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 230 | $55.4K | 0.00% | +170+283.3% | Added |
| CoreFirst Bank & Trust | 225 | $54.2K | 0.03% | 00.0% | Unchanged |
| Huntington National Bank | 224 | $54.0K | 0.00% | +95+73.6% | Added |
| Smartleaf Asset Management LLC | 219 | $52.1K | 0.00% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 269 | $50.9K | 0.04% | 00.0% | Unchanged |
| Hilltop National Bank | 201 | $48.4K | 0.01% | −68−25.3% | Reduced |
| Ameritas Advisory Services, LLC | 193 | $46.5K | 0.00% | +193 | New |
| V-Square Quantitative Management LLC | 162 | $39.0K | 0.00% | +162 | New |
| Johnson Financial Group, Inc. | 142 | $34.2K | 0.00% | +142 | New |
| Penserra Capital Management LLC | 140 | $33.0K | 0.00% | +140 | New |
| Covestor Ltd | 131 | $32.0K | 0.02% | −102−43.8% | Reduced |
| Fortitude Family Office, LLC | 128 | $30.8K | 0.01% | +68+113.3% | Added |
| Cedar Mountain Advisors, LLC | 115 | $27.7K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 115 | $27.7K | 0.01% | +111+2,775.0% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 114 | $27.5K | 0.01% | +35+44.3% | Added |
| AdvisorNet Financial, Inc | 106 | $25.5K | 0.00% | +103+3,433.3% | Added |
| ZRC Wealth Management, LLC | 101 | $24.3K | 0.01% | +101 | New |
| Costello Asset Management, INC | 100 | $24.1K | 0.01% | +74+284.6% | Added |
| Park Place Capital Corp | 94 | $22.7K | 0.00% | −2−2.1% | Reduced |
| Rossby Financial, LCC | 86 | $20.7K | 0.00% | +2+2.4% | Added |
| Macquarie Group Ltd | 85 | $20.5K | 0.00% | +85 | New |
| CVA Family Office, LLC | 81 | $19.5K | 0.00% | −3−3.6% | Reduced |
| Montag A & Associates Inc | 80 | $19.3K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 71 | $17.1K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 69 | $16.6K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 64 | $15.4K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 63 | $15.2K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 63 | $15.2K | 0.00% | +8+14.5% | Added |
| Sachetta, LLC | 60 | $14.5K | 0.01% | +49+445.5% | Added |
| Action Point Financial Planning, LLC | 64 | $14.2K | 0.00% | +64 | New |
| Wealth Enhancement Trust Services, Inc. | 59 | $14.2K | 0.00% | +59 | New |
| JFS Wealth Advisors, LLC | 56 | $13.5K | 0.00% | +1+1.8% | Added |
| Bryn Mawr Trust Co | 55 | $13.3K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 55 | $13.3K | 0.00% | +55 | New |
| Parallel Advisors, LLC | 54 | $13.1K | 0.00% | +45+500.0% | Added |
| Farmers & Merchants Investments Inc | 54 | $13.0K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 51 | $12.3K | 0.01% | +51 | New |
| Highline Wealth Partners LLC | 48 | $11.6K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 45 | $10.8K | 0.00% | +12+36.4% | Added |
| TSFG, LLC | 40 | $10.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 41 | $9.88K | 0.00% | +34+485.7% | Added |
| JPL Wealth Management, LLC | 40 | $9.64K | 0.00% | +30+300.0% | Added |
| Caitong International Asset Management Co., Ltd | 38 | $9.16K | 0.00% | +38 | New |
| Zions Bancorporation, National Association | 36 | $8.68K | 0.00% | +12+50.0% | Added |
| Ancora Advisors, LLC | 34 | $8.19K | 0.00% | −126−78.8% | Reduced |
| Brown Brothers Harriman & Co | 33 | $7.95K | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 33 | $7.95K | 0.00% | +33 | New |
| Basecamp Wealth Advisors LLC | 32 | $7.71K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 30 | $7.23K | 0.00% | +30 | New |
| Bare Financial Services, Inc | 28 | $6.75K | 0.00% | +1+3.7% | Added |
| Activest Wealth Management | 28 | $6.75K | 0.00% | −7−20.0% | Reduced |
| Manchester Capital Management LLC | 27 | $6.51K | 0.00% | −5−15.6% | Reduced |
| Cornerstone Financial Management LLC | 27 | $6.51K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 27 | $6.51K | 0.00% | +27 | New |
| Kemnay Advisory Services Inc. | 26 | $6.26K | 0.00% | +26 | New |
| EFG International AG | 25 | $6.03K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 25 | $6.03K | 0.00% | +7+38.9% | Added |
| Tompkins Financial Corp | 25 | $6.02K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 24 | $5.78K | 0.00% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 24 | $5.78K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 22 | $5.30K | 0.00% | 00.0% | Unchanged |
| City State Bank | 22 | $5.30K | 0.00% | +22 | New |
| Bell Investment Advisors, Inc | 21 | $5.06K | 0.00% | +2+10.5% | Added |
| Gables Capital Management Inc. | 21 | $5.06K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 20 | $4.82K | 0.00% | +2+11.1% | Added |
| Markowski Investments | 20 | $4.82K | 0.00% | +20 | New |
| South State Corp. | 19 | $4.58K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 18 | $4.34K | 0.00% | −24−57.1% | Reduced |
| S&T Bank | 18 | $4.34K | 0.00% | +18 | New |
| HGK Asset Management Inc | 17 | $4.10K | 0.00% | +17 | New |
| Byrne Asset Management LLC | 16 | $3.86K | 0.00% | +16 | New |
| Transamerica Financial Advisors, Inc. | 16 | $3.85K | 0.00% | +6+60.0% | Added |
| Bay Harbor Wealth Management, LLC | 14 | $3.37K | 0.00% | +1+7.7% | Added |
