| Portside Wealth Group, LLC | 679 | $252.4K | 0.03% | +679 | New |
| Advisory Services Network, LLC | 674 | $250.5K | 0.00% | −291−30.2% | Reduced |
| M&T Bank Corp | 668 | $247.8K | 0.00% | +668 | New |
| Wealth Enhancement Advisory Services, LLC | 651 | $238.1K | 0.00% | +651 | New |
| GF Fund Management Co. Ltd. | 620 | $230.4K | 0.00% | −31−4.8% | Reduced |
| National Bank of Canada | 617 | $229.1K | 0.00% | +617 | New |
| Concurrent Investment Advisors, LLC | 616 | $228.9K | 0.00% | +616 | New |
| denkapparat Operations GmbH | 608 | $226.0K | 0.07% | +608 | New |
| Sage Rhino Capital LLC | 604 | $224.5K | 0.04% | +604 | New |
| Eurizon Capital SGR S.p.A. | 587 | $222.2K | 0.00% | +34+6.1% | Added |
| Alliance Wealth Advisors, LLC | 586 | $217.8K | 0.04% | +586 | New |
| EJMK Ventures LLC | 561 | $208.5K | 0.09% | +561 | New |
| Ark Wealth Advisors LLC | 548 | $203.7K | 0.18% | +548 | New |
| Peregrine Asset Advisers, Inc. | 547 | $203.3K | 0.04% | +547 | New |
| Global Retirement Partners, LLC | 519 | $192.9K | 0.00% | +519 | New |
| Covestor Ltd | 493 | $183.0K | 0.11% | +193+64.3% | Added |
| Allworth Financial LP | 469 | $174.3K | 0.00% | +421+877.1% | Added |
| Hantz Financial Services, Inc. | 465 | $173.0K | 0.00% | −9−1.9% | Reduced |
| Advisors Asset Management, Inc. | 422 | $156.8K | 0.00% | +130+44.5% | Added |
| Bryn Mawr Trust Co | 393 | $146.1K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 342 | $127.1K | 0.00% | +38+12.5% | Added |
| Smartleaf Asset Management LLC | 308 | $116.5K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 305 | $113.4K | 0.00% | +172+129.3% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 299 | $111.1K | 0.00% | −56−15.8% | Reduced |
| USA Financial Formulas | 269 | $100.0K | 0.02% | +269 | New |
| SRS Capital Advisors, Inc. | 268 | $99.6K | 0.00% | +264+6,600.0% | Added |
| US Bancorp | 251 | $93.3K | 0.00% | +17+7.3% | Added |
| Caldwell Trust Co | 250 | $92.9K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 247 | $91.8K | 0.01% | +247 | New |
| Kemnay Advisory Services Inc. | 232 | $86.2K | 0.01% | +16+7.4% | Added |
| Salomon & Ludwin, LLC | 227 | $84.3K | 0.01% | +26+12.9% | Added |
| Acadian Asset Management LLC | 218 | $81.0K | 0.00% | +218 | New |
| Rockefeller Capital Management L.P. | 217 | $80.7K | 0.00% | −14−6.1% | Reduced |
| Versant Capital Management, Inc | 214 | $79.5K | 0.01% | +140+189.2% | Added |
| Concord Wealth Partners | 213 | $79.1K | 0.01% | +213 | New |
| Optiver Holding B.V. | 211 | $78.4K | 0.00% | +211 | New |
| Huntington National Bank | 193 | $71.7K | 0.00% | +10+5.5% | Added |
| Umb Bank N A | 172 | $63.9K | 0.00% | +21+13.9% | Added |
| AdvisorNet Financial, Inc | 171 | $63.6K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 151 | $56.1K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 132 | $49.1K | 0.00% | +27+25.7% | Added |
| Bernard Wealth Management Corp. | 130 | $48.3K | 0.02% | +130 | New |
| SBI Securities Co., Ltd. | 123 | $45.7K | 0.00% | +54+78.3% | Added |
| Los Angeles Capital Management LLC | 118 | $43.9K | 0.00% | −2,053−94.6% | Reduced |
| Bayforest Capital Ltd | 106 | $39.4K | 0.04% | +106 | New |
| Reyes Financial Architecture, Inc. | 100 | $37.2K | 0.02% | 00.0% | Unchanged |
| Toronto Dominion Bank | 96 | $35.7K | 0.00% | +96 | New |
| Basecamp Wealth Advisors LLC | 94 | $34.9K | 0.01% | +9+10.6% | Added |
| Sterling Capital Management LLC | 91 | $33.8K | 0.00% | −70−43.5% | Reduced |
| Massmutual Trust Co FSB | 90 | $33.5K | 0.00% | +4+4.7% | Added |
| Farther Finance Advisors, LLC | 83 | $30.9K | 0.00% | +28+50.9% | Added |
| EverSource Wealth Advisors, LLC | 82 | $30.5K | 0.00% | −26−24.1% | Reduced |
| Silvant Capital Management LLC | 80 | $29.7K | 0.00% | +80 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 77 | $28.6K | 0.01% | +20+35.1% | Added |
| Bare Financial Services, Inc | 72 | $26.8K | 0.01% | +25+53.2% | Added |
| IFP Advisors, Inc | 55 | $20.4K | 0.00% | −10−15.4% | Reduced |
| Private Wealth Management Group, LLC | 55 | $20.4K | 0.00% | 00.0% | Unchanged |
| SMA Capital LLC | 55 | $20.4K | 0.01% | +55 | New |
| Rialto Wealth Management, LLC | 52 | $19.3K | 0.00% | +51+5,100.0% | Added |
| Westside Investment Management, Inc. | 50 | $18.6K | 0.00% | +15+42.9% | Added |
| Parkside Financial Bank & Trust | 49 | $18.2K | 0.00% | +15+44.1% | Added |
| Persistent Asset Partners Ltd | 49 | $18.2K | 0.01% | +49 | New |
| Harbour Investments, Inc. | 39 | $14.5K | 0.00% | +6+18.2% | Added |
| Keating Financial Advisory Services, Inc. | 39 | $14.5K | 0.00% | +11+39.3% | Added |
| GWM Advisors LLC | 34 | $12.8K | 0.00% | −3−8.1% | Reduced |
| Quent Capital, LLC | 34 | $12.6K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 33 | $12.3K | 0.00% | +5+17.9% | Added |
| Accent Capital Management, LLC | 31 | $11.5K | 0.00% | +31 | New |
| Fulcrum Asset Management LLP | 28 | $10.6K | 0.00% | +28 | New |
| Acumen Wealth Advisors, LLC | 27 | $10.0K | 0.00% | −7−20.6% | Reduced |
| Larson Financial Group LLC | 27 | $10.0K | 0.00% | +11+68.8% | Added |
| Caitong International Asset Management Co., Ltd | 27 | $10.0K | 0.00% | +27 | New |
| Rakuten Securities, Inc. | 21 | $7.80K | 0.00% | +21 | New |
| Trust Co of Vermont | 20 | $7.43K | 0.00% | +20 | New |
| Zions Bancorporation, National Association | 17 | $6.32K | 0.00% | +5+41.7% | Added |
| Truvestments Capital LLC | 17 | $6.32K | 0.00% | +17 | New |
| Bell Investment Advisors, Inc | 16 | $5.95K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 15 | $5.58K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 15 | $5.58K | 0.00% | +5+50.0% | Added |
| CVA Family Office, LLC | 15 | $5.58K | 0.00% | +12+400.0% | Added |
| Cornerstone Financial Management LLC | 14 | $5.20K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 14 | $5.20K | 0.00% | +6+75.0% | Added |
| Fortitude Family Office, LLC | 13 | $4.83K | 0.00% | +2+18.2% | Added |
| JFS Wealth Advisors, LLC | 12 | $4.46K | 0.00% | +7+140.0% | Added |
| Walleye Capital LLC | 12 | $4.46K | 0.00% | −342−96.6% | Reduced |
| Clearstead Advisors, LLC | 11 | $4.09K | 0.00% | +11 | New |
| JPL Wealth Management, LLC | 10 | $3.72K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 10 | $3.72K | 0.00% | +10 | New |
| Hughes Financial Services, LLC | 9 | $3.35K | 0.00% | +4+80.0% | Added |
| Retirement Wealth Solutions LLC | 8 | $2.97K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 8 | $2.97K | 0.00% | +4+100.0% | Added |
| Dogwood Wealth Management LLC | 7 | $2.60K | 0.00% | +7 | New |
| Action Point Financial Planning, LLC | 6 | $2.23K | 0.00% | +6 | New |
| Plante Moran Financial Advisors, LLC | 6 | $2.23K | 0.00% | +6 | New |
| Avion Wealth | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 5 | $1.86K | 0.00% | +1+25.0% | Added |
| Salem Investment Counselors Inc | 5 | $1.86K | 0.00% | +5 | New |
| Glen Eagle Advisors, LLC | 5 | $1.86K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 5 | $1.86K | 0.00% | +5 | New |
| Cape Investment Advisory, Inc. | 5 | $1.86K | 0.00% | +5 | New |