| Dorsey & Whitney Trust CO LLC | 606 | $223.3K | 0.01% | +606 | New |
| Wolff Wiese Magana LLC | 605 | $223.0K | 0.12% | −7−1.1% | Reduced |
| Danske Bank A/S | 600 | $221.2K | 0.00% | +400+200.0% | Added |
| Independent Advisor Alliance | 594 | $218.9K | 0.01% | +594 | New |
| Intrust Bank NA | 593 | $218.6K | 0.02% | +593 | New |
| Hudson Bay Capital Management LP | 591 | $217.8K | 0.00% | −18,309−96.9% | Reduced |
| FourThought Financial Partners, LLC | 589 | $217.1K | 0.02% | +589 | New |
| Quent Capital, LLC | 588 | $216.7K | 0.02% | +6+1.0% | Added |
| QRG Capital Management, Inc. | 585 | $215.6K | 0.00% | +585 | New |
| Westside Investment Management, Inc. | 578 | $213.0K | 0.03% | +16+2.8% | Added |
| HighPoint Advisor Group LLC | 569 | $209.7K | 0.00% | +569 | New |
| Chesley Taft & Associates LLC | 568 | $209.4K | 0.01% | +568 | New |
| XML Financial, LLC | 565 | $208.3K | 0.02% | +565 | New |
| Bedel Financial Consulting, Inc. | 547 | $201.6K | 0.02% | +547 | New |
| Barnes Dennig Private Wealth Management LLC | 516 | $190.2K | 0.19% | +516 | New |
| Cullen/Frost Bankers, Inc. | 500 | $184.3K | 0.00% | +200+66.7% | Added |
| Acadian Asset Management LLC | 492 | $181.0K | 0.00% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 450 | $165.9K | 0.02% | −350−43.8% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 380 | $160.9K | 0.07% | +380 | New |
| Financial Management Professionals, Inc. | 375 | $138.2K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 338 | $134.3K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 360 | $132.7K | 0.02% | +360 | New |
| Bessemer Group Inc | 328 | $121.0K | 0.00% | −2,052−86.2% | Reduced |
| Parallel Advisors, LLC | 326 | $120.2K | 0.00% | +45+16.0% | Added |
| Banque Cantonale Vaudoise | 322 | $119.0K | 0.00% | +322 | New |
| Allianz SE | 301 | $110.9K | 0.00% | −28,384−99.0% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 300 | $110.6K | 0.01% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 266 | $98.0K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 264 | $97.3K | 0.00% | +165+166.7% | Added |
| Leonteq Securities AG | 261 | $96.2K | 0.01% | +71+37.4% | Added |
| MAI Capital Management | 254 | $93.6K | 0.00% | −99−28.0% | Reduced |
| Smartleaf Asset Management LLC | 219 | $81.3K | 0.00% | +194+776.0% | Added |
| Compagnie Lombard Odier SCmA | 213 | $78.5K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 207 | $76.3K | 0.00% | −131−38.8% | Reduced |
| Massmutual Trust Co FSB | 205 | $75.6K | 0.00% | +76+58.9% | Added |
| HighMark Wealth Management LLC | 200 | $73.7K | 0.03% | 00.0% | Unchanged |
| LRI Investments, LLC | 193 | $71.1K | 0.01% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 182 | $67.1K | 0.03% | 00.0% | Unchanged |
| Covestor Ltd | 169 | $63.0K | 0.03% | −10−5.6% | Reduced |
| Capital Advisors, Ltd. LLC | 170 | $63.0K | 0.01% | +2+1.2% | Added |
| Accent Capital Management, LLC | 165 | $60.8K | 0.03% | −100−37.7% | Reduced |
| Los Angeles Capital Management LLC | 297 | $59.4K | 0.00% | +297 | New |
| Reflection Asset Management | 163 | $58.9K | 0.04% | +163 | New |
| Pilgrim Partners Asia Pte Ltd | 150 | $55.3K | 0.03% | +150 | New |
| Brown Brothers Harriman & Co | 119 | $43.9K | 0.00% | +119 | New |
| Zions Bancorporation, National Association | 115 | $42.4K | 0.00% | +115 | New |
| EverSource Wealth Advisors, LLC | 112 | $41.3K | 0.00% | −55−32.9% | Reduced |
| DV Trading LLC | 107 | $39.4K | 0.00% | +107 | New |
| Fourth Dimension Wealth, LLC | 104 | $38.3K | 0.01% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 100 | $36.9K | 0.03% | +100 | New |
| BOCHK Asset Management Ltd | 100 | $36.9K | 0.01% | +100 | New |
| Quarry LP | 98 | $36.1K | 0.01% | −2,581−96.3% | Reduced |
| Harbour Investments, Inc. | 93 | $34.3K | 0.00% | +81+675.0% | Added |
| Versant Capital Management, Inc | 90 | $33.2K | 0.00% | −22−19.6% | Reduced |
| Basecamp Wealth Advisors LLC | 90 | $33.1K | 0.01% | +90 | New |
| Prestige Wealth Management Group LLC | 85 | $31.3K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 81 | $29.9K | 0.00% | +81 | New |
| Triumph Capital Management | 81 | $29.9K | 0.01% | +81 | New |
| V-Square Quantitative Management LLC | 77 | $28.4K | 0.00% | +77 | New |
| Truvestments Capital LLC | 76 | $28.0K | 0.01% | +57+300.0% | Added |
| Financial Perspectives, Inc | 66 | $24.3K | 0.01% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 66 | $24.3K | 0.01% | +66 | New |
| Signature Equity Partners, LLC | 66 | $24.3K | 0.01% | +66 | New |
| WealthCollab, LLC | 63 | $23.2K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 63 | $23.2K | 0.00% | +5+8.6% | Added |
| Assetmark, Inc | 63 | $23.2K | 0.00% | +29+85.3% | Added |
| Kozak & Associates, Inc. | 66 | $23.2K | 0.00% | −134−67.0% | Reduced |
| Strategic Advocates LLC | 58 | $21.5K | 0.01% | −2−3.3% | Reduced |
| Bogart Wealth, LLC | 54 | $19.9K | 0.00% | +52+2,600.0% | Added |
| Silicon Valley Capital Partners | 50 | $18.4K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 50 | $18.0K | 0.01% | 00.0% | Unchanged |
| Rossby Financial, LCC | 48 | $17.7K | 0.01% | −402−89.3% | Reduced |
| Salomon & Ludwin, LLC | 47 | $16.8K | 0.00% | +47 | New |
| Grove Bank & Trust | 45 | $16.6K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 43 | $15.8K | 0.00% | 00.0% | Unchanged |
| IFC & Insurance Marketing, Inc. | 39 | $14.0K | 0.01% | +39 | New |
| JFS Wealth Advisors, LLC | 35 | $12.9K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 31 | $11.4K | 0.00% | +15+93.8% | Added |
| Essential Partners LLC | 31 | $11.4K | 0.00% | +29+1,450.0% | Added |
| Moisand Fitzgerald Tamayo, LLC | 30 | $11.1K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 30 | $11.1K | 0.00% | +3+11.1% | Added |
| Rothschild Investment LLC | 29 | $10.7K | 0.00% | +28+2,800.0% | Added |
| Keating Financial Advisory Services, Inc. | 29 | $10.7K | 0.00% | +29 | New |
| Toth Financial Advisory Corp | 27 | $9.95K | 0.00% | +2+8.0% | Added |
| New England Capital Financial Advisors LLC | 25 | $9.21K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 25 | $9.21K | 0.00% | +15+150.0% | Added |
| Eq Wealth Advisors, LLC | 25 | $9.21K | 0.01% | +25 | New |
| Bare Financial Services, Inc | 23 | $8.48K | 0.00% | −5−17.9% | Reduced |
| AdvisorNet Financial, Inc | 23 | $8.48K | 0.00% | +18+360.0% | Added |
| St Germain D J Co Inc | 22 | $8.11K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 22 | $8.11K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 22 | $8.00K | 0.00% | +2+10.0% | Added |
| Dogwood Wealth Management LLC | 21 | $7.74K | 0.00% | +17+425.0% | Added |
| Stone House Investment Management, LLC | 20 | $7.37K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 20 | $7.37K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 19 | $7.00K | 0.01% | −16−45.7% | Reduced |
| T. Rowe Price Investment Management, Inc. | 18 | $7.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 18 | $6.63K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 18 | $6.63K | 0.00% | +18 | New |
| Navalign, LLC | 18 | $6.63K | 0.00% | +18 | New |
