| Nomura Asset Management Co Ltd | 600 | $66.5K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 554 | $61.4K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 557 | $60.1K | 0.00% | −1,122−66.8% | Reduced |
| Root Financial Partners, LLC | 512 | $56.7K | 0.00% | +84+19.6% | Added |
| Eastern Bank | 462 | $51.2K | 0.00% | −1−0.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 439 | $48.6K | 0.00% | −114−20.6% | Reduced |
| Parallel Advisors, LLC | 421 | $46.7K | 0.00% | +37+9.6% | Added |
| Atlas Capital Advisors LLC | 419 | $46.4K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 395 | $43.8K | 0.00% | −24−5.7% | Reduced |
| Atlantic Union Bankshares Corp | 375 | $41.5K | 0.00% | −75−16.7% | Reduced |
| SJS Investment Consulting Inc. | 371 | $41.1K | 0.01% | +82+28.4% | Added |
| Opal Wealth Advisors, LLC | 364 | $40.3K | 0.01% | +364 | New |
| Cary Street Partner Investment Advisory LLC | 340 | $37.7K | 0.01% | +27+8.6% | Added |
| Webster Bank, N. A. | 325 | $36.0K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 308 | $34.1K | 0.03% | +308 | New |
| Princeton Global Asset Management LLC | 302 | $33.4K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 295 | $32.7K | 0.00% | +7+2.4% | Added |
| Innovative Asset Advisors Group, LLC | 291 | $32.2K | 0.02% | +291 | New |
| Brown Brothers Harriman & Co | 286 | $31.7K | 0.00% | −14−4.7% | Reduced |
| NBT Bank N A | 286 | $31.7K | 0.00% | +171+148.7% | Added |
| Strengthening Families & Communities, LLC | 284 | $31.4K | 0.01% | +284 | New |
| Signaturefd, LLC | 278 | $30.8K | 0.00% | +92+49.5% | Added |
| Quent Capital, LLC | 262 | $29.0K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 235 | $26.0K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 235 | $26.0K | 0.00% | +1+0.4% | Added |
| Key Financial Inc | 208 | $23.0K | 0.00% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 200 | $22.2K | 0.02% | −400−66.7% | Reduced |
| Beacon Investment Advisory Services, Inc. | 200 | $22.2K | 0.00% | +200 | New |
| CVA Family Office, LLC | 182 | $20.2K | 0.00% | +182 | New |
| Creative Financial Designs Inc | 175 | $19.4K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 170 | $18.8K | 0.00% | +170 | New |
| Basecamp Wealth Advisors LLC | 165 | $18.3K | 0.00% | +165 | New |
| Zions Bancorporation, National Association | 161 | $17.8K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 160 | $17.7K | 0.00% | +2+1.3% | Added |
| Community Bank, N.A. | 159 | $17.6K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 151 | $16.7K | 0.01% | −13−7.9% | Reduced |
| Capital Analysts, LLC | 148 | $16.0K | 0.00% | −18−10.8% | Reduced |
| Keating Financial Advisory Services, Inc. | 136 | $15.1K | 0.00% | +6+4.6% | Added |
| Ogorek Anthony Joseph | 141 | $15.0K | 0.00% | −9−6.0% | Reduced |
| Bell Investment Advisors, Inc | 123 | $13.6K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 123 | $13.6K | 0.00% | +123 | New |
| Private Trust Co NA | 116 | $12.9K | 0.00% | +40+52.6% | Added |
| SBI Securities Co., Ltd. | 115 | $12.7K | 0.00% | −2−1.7% | Reduced |
| Legacy Wealth Managment, LLC | 106 | $11.7K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 105 | $11.6K | 0.00% | +30+40.0% | Added |
| Strategic Investment Solutions, Inc. | 102 | $11.3K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 98 | $10.9K | 0.01% | +98 | New |
| Fortitude Family Office, LLC | 96 | $10.6K | 0.00% | +52+118.2% | Added |
| Farmers & Merchants Investments Inc | 95 | $10.5K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 90 | $9.97K | 0.01% | +6+7.1% | Added |
| Private Wealth Management Group, LLC | 89 | $9.86K | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 85 | $9.42K | 0.00% | +10+13.3% | Added |
| Highline Wealth Partners LLC | 84 | $9.31K | 0.00% | +79+1,580.0% | Added |
| Coston, McIsaac & Partners | 87 | $9.00K | 0.00% | 00.0% | Unchanged |
| Intentional Wealth Strategies, LLC | 79 | $8.75K | 0.01% | +79 | New |
| Cornerstone Planning Group LLC | 64 | $8.59K | 0.00% | +64 | New |
| Toth Financial Advisory Corp | 75 | $8.31K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 75 | $8.31K | 0.00% | +75 | New |
| LRI Investments, LLC | 73 | $8.09K | 0.00% | −17−18.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 69 | $7.78K | 0.00% | +37+115.6% | Added |
| JPL Wealth Management, LLC | 70 | $7.76K | 0.00% | +70 | New |
| Simplex Trading, LLC | 67 | $7.42K | 0.00% | −1,804−96.4% | Reduced |
| Motco | 66 | $7.31K | 0.00% | +66 | New |
| FWL Investment Management, LLC | 66 | $7.31K | 0.00% | +66 | New |
| Caitlin John, LLC | 63 | $6.98K | 0.00% | −30−32.3% | Reduced |
| Sunbelt Securities, Inc. | 61 | $6.76K | 0.00% | +30+96.8% | Added |
| Sound Income Strategies, LLC | 59 | $6.64K | 0.00% | +9+18.0% | Added |
| Aventura Private Wealth, LLC | 59 | $6.54K | 0.00% | +59 | New |
| High Note Wealth, LLC | 58 | $6.43K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 54 | $6.00K | 0.00% | −1,415−96.3% | Reduced |
| Lloyd Advisory Services, LLC. | 54 | $6.00K | 0.00% | +54 | New |
| Kingdom Financial Group LLC. | 54 | $6.00K | 0.00% | +54 | New |
| 1 North Wealth Services LLC | 50 | $5.54K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 45 | $4.99K | 0.00% | +8+21.6% | Added |
| J.Safra Asset Management Corp | 44 | $4.88K | 0.00% | +21+91.3% | Added |
| Salomon & Ludwin, LLC | 43 | $4.76K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 42 | $4.65K | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 40 | $4.43K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 39 | $4.32K | 0.00% | −116−74.8% | Reduced |
| N.E.W. Advisory Services LLC | 38 | $4.21K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 36 | $3.99K | 0.00% | −12−25.0% | Reduced |
| Altshuler Shaham Ltd | 36 | $3.99K | 0.00% | −1−2.7% | Reduced |
| Retirement Wealth Solutions LLC | 35 | $3.88K | 0.00% | +7+25.0% | Added |
| Atlantic Edge Private Wealth Management, LLC | 35 | $3.88K | 0.00% | +10+40.0% | Added |
| Valued Wealth Advisors LLC | 33 | $3.66K | 0.00% | +29+725.0% | Added |
| Westfuller Advisors, LLC | 30 | $3.28K | 0.00% | −4−11.8% | Reduced |
| DiNuzzo Private Wealth, Inc. | 29 | $3.21K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 27 | $2.99K | 0.00% | −24−47.1% | Reduced |
| Hickory Point Bank & Trust | 25 | $2.77K | 0.00% | +25 | New |
| Gilpin Wealth Management, LLC | 23 | $2.55K | 0.00% | +23 | New |
| International Assets Investment Management, LLC | 22 | $2.48K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 22 | $2.44K | 0.00% | +9+69.2% | Added |
| Winthrop Capital Management, LLC | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 18 | $1.99K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 18 | $1.99K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 18 | $1.99K | 0.00% | +18 | New |
| Quest 10 Wealth Builders, Inc. | 17 | $1.88K | 0.00% | +17 | New |
| Bay Harbor Wealth Management, LLC | 17 | $1.88K | 0.00% | +7+70.0% | Added |
| Park Place Capital Corp | 16 | $1.77K | 0.00% | 00.0% | Unchanged |
