| Nikko Asset Management Americas, Inc. | 613 | $82.1K | 0.00% | +613 | New |
| Employees Retirement System of Texas | 608 | $82.0K | 0.00% | −18,347−96.8% | Reduced |
| CoreFirst Bank & Trust | 605 | $81.1K | 0.04% | −125−17.1% | Reduced |
| Mather Group, LLC. | 574 | $76.9K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 553 | $74.1K | 0.02% | −139−20.1% | Reduced |
| Rockefeller Capital Management L.P. | 543 | $72.9K | 0.00% | −128−19.1% | Reduced |
| Bessemer Group Inc | 490 | $66.0K | 0.00% | +73+17.5% | Added |
| Global Retirement Partners, LLC | 466 | $62.5K | 0.00% | +466 | New |
| First Horizon Corp | 449 | $60.2K | 0.00% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 436 | $58.0K | 0.00% | +436 | New |
| Paradigm Asset Management Co LLC | 407 | $54.6K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 376 | $50.4K | 0.01% | +376 | New |
| Quent Capital, LLC | 374 | $50.2K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 360 | $48.3K | 0.01% | +15+4.3% | Added |
| Geneos Wealth Management Inc. | 343 | $46.0K | 0.00% | +2+0.6% | Added |
| Clearstead Advisors, LLC | 332 | $44.5K | 0.00% | +317+2,113.3% | Added |
| WealthCollab, LLC | 292 | $39.1K | 0.01% | 00.0% | Unchanged |
| Vanguard National Trust Co | 228 | $30.6K | 0.00% | +8+3.6% | Added |
| Fortitude Family Office, LLC | 227 | $30.4K | 0.01% | +181+393.5% | Added |
| Altshuler Shaham Ltd | 221 | $29.6K | 0.00% | −82−27.1% | Reduced |
| Central Pacific Bank - Trust Division | 221 | $29.6K | 0.00% | +23+11.6% | Added |
| High Note Wealth, LLC | 208 | $27.9K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 207 | $27.8K | 0.00% | +2+1.0% | Added |
| Cranbrook Wealth Management, LLC | 201 | $26.9K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 200 | $26.8K | 0.00% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 170 | $22.8K | 0.00% | +46+37.1% | Added |
| Motco | 159 | $21.3K | 0.00% | 00.0% | Unchanged |
| McMillan Office, Inc. | 158 | $21.2K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 156 | $20.9K | 0.00% | +7+4.7% | Added |
| Wealth Enhancement Trust Services, Inc. | 155 | $20.8K | 0.00% | +131+545.8% | Added |
| Valued Wealth Advisors LLC | 149 | $20.0K | 0.01% | +149 | New |
| Addison Advisors LLC | 142 | $19.0K | 0.01% | −98−40.8% | Reduced |
| International Assets Investment Management, LLC | 140 | $18.3K | 0.00% | −38−21.3% | Reduced |
| Institute for Wealth Management, LLC. | 135 | $18.1K | 0.00% | +135 | New |
| Capital Advisors, Ltd. LLC | 137 | $18.0K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 117 | $15.7K | 0.00% | +33+39.3% | Added |
| Massmutual Trust Co FSB | 117 | $15.7K | 0.00% | −9−7.1% | Reduced |
| Silver Grove Financial Group, Inc. | 116 | $15.6K | 0.01% | +16+16.0% | Added |
| Twin Lakes Capital Management, LLC | 113 | $15.1K | 0.01% | +1+0.9% | Added |
| Northwestern Mutual Wealth Management Co | 107 | $14.3K | 0.00% | +2+1.9% | Added |
| CVA Family Office, LLC | 101 | $13.5K | 0.00% | +8+8.6% | Added |
| Steigerwald, Gordon & Koch Inc. | 100 | $13.4K | 0.00% | 00.0% | Unchanged |
| Mediolanum International Funds Ltd | 91 | $12.2K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 83 | $11.1K | 0.00% | −16−16.2% | Reduced |
| SJS Investment Consulting Inc. | 82 | $11.0K | 0.00% | +5+6.5% | Added |
| WPG Advisers, LLC | 78 | $10.5K | 0.01% | +56+254.5% | Added |
| Persistent Asset Partners Ltd | 78 | $10.5K | 0.00% | +78 | New |
| High Point Wealth Management, LLC | 73 | $9.82K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 73 | $9.79K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 74 | $9.65K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 69 | $9.25K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 66 | $8.85K | 0.00% | +3+4.8% | Added |
| JFS Wealth Advisors, LLC | 55 | $7.37K | 0.00% | +2+3.8% | Added |
| ZRC Wealth Management, LLC | 52 | $6.97K | 0.00% | +44+550.0% | Added |
| Larson Financial Group LLC | 49 | $6.57K | 0.00% | +21+75.0% | Added |
| Harbour Investments, Inc. | 48 | $6.43K | 0.00% | −28−36.8% | Reduced |
| Farmers & Merchants Investments Inc | 45 | $6.03K | 0.00% | 00.0% | Unchanged |
| Miller Global Investments, LLC | 45 | $6.03K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 51 | $6.00K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 44 | $5.90K | 0.00% | +16+57.1% | Added |
| Action Point Financial Planning, LLC | 43 | $5.36K | 0.00% | +43 | New |
| Zions Bancorporation, National Association | 38 | $5.09K | 0.00% | 00.0% | Unchanged |
| Icon Advisers Inc | 35 | $4.69K | 0.00% | +35 | New |
| UMA Financial Services, Inc. | 32 | $4.29K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 31 | $4.16K | 0.00% | −1−3.1% | Reduced |
| Pflug Koory, LLC | 30 | $4.02K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 30 | $4.02K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 30 | $3.91K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 27 | $3.62K | 0.00% | +27 | New |
| Rossby Financial, LCC | 26 | $3.49K | 0.00% | +1+4.0% | Added |
| Avion Wealth | 28 | $3.00K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 22 | $2.87K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 21 | $2.82K | 0.00% | −8−27.6% | Reduced |
| William B. Walkup & Associates, Inc. | 21 | $2.81K | 0.00% | +21 | New |
| Creative Capital Management Investments LLC | 20 | $2.68K | 0.00% | +20 | New |
| Kingdom Financial Group LLC. | 18 | $2.41K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 17 | $2.28K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 16 | $2.15K | 0.00% | −35−68.6% | Reduced |
| Huntington National Bank | 14 | $1.88K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 14 | $1.88K | 0.00% | +3+27.3% | Added |
| Cromwell Holdings LLC | 13 | $1.74K | 0.00% | +5+62.5% | Added |
| DiNuzzo Private Wealth, Inc. | 12 | $1.61K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 12 | $1.61K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 11 | $1.48K | 0.00% | 00.0% | Unchanged |
| Benson Wealth Management INC | 11 | $1.48K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 11 | $1.48K | 0.00% | +6+120.0% | Added |
| SBI Securities Co., Ltd. | 11 | $1.48K | 0.00% | +8+266.7% | Added |
| Atlantic Union Bankshares Corp | 9 | $1.21K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 9 | $1.21K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 9 | $1.21K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 9 | $1.21K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 9 | $1.21K | 0.00% | +9 | New |
| NBC Securities, Inc. | 9 | $1.21K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 8 | $1.07K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 7 | $939 | 0.00% | +7 | New |
| SHP Wealth Management | 7 | $938 | 0.00% | +3+75.0% | Added |
| Raffa Wealth Management, LLC | 6 | $804 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 6 | $804 | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 5 | $670 | 0.00% | 00.0% | Unchanged |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 5 | $670 | 0.00% | 00.0% | Unchanged |
