| Huntington National Bank | 546 | $231.4K | 0.00% | −125−18.6% | Reduced |
| MAI Capital Management | 535 | $226.8K | 0.00% | +513+2,331.8% | Added |
| Sowell Financial Services LLC | 525 | $222.6K | 0.01% | −159−23.2% | Reduced |
| Meeder Advisory Services, Inc. | 511 | $216.6K | 0.01% | +511 | New |
| Clear Wave Wealth Management LLC | 509 | $215.7K | 0.05% | +509 | New |
| Arkadios Wealth Advisors | 509 | $215.6K | 0.00% | +509 | New |
| Advisors Capital Management, LLC | 508 | $215.4K | 0.00% | +508 | New |
| One Wealth Advisors, LLC | 501 | $212.3K | 0.02% | +501 | New |
| LS Investment Advisors, LLC | 500 | $211.9K | 0.03% | +500 | New |
| Stordahl Capital Management, Inc. | 500 | $211.9K | 0.04% | +500 | New |
| Quantum Private Wealth, LLC | 500 | $211.9K | 0.05% | +500 | New |
| Regent Peak Wealth Advisors LLC | 496 | $210.2K | 0.04% | +496 | New |
| First Financial Bank - Trust Division | 492 | $208.5K | 0.01% | +492 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 479 | $203.0K | 0.00% | −82−14.6% | Reduced |
| Atlantic Trust, LLC | 469 | $198.7K | 0.03% | +1+0.2% | Added |
| Vestcor Inc | 447 | $189.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 440 | $186.4K | 0.00% | +238+117.8% | Added |
| Farther Finance Advisors, LLC | 425 | $180.2K | 0.00% | −10−2.3% | Reduced |
| Smartleaf Asset Management LLC | 412 | $175.4K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 385 | $163.2K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 337 | $142.8K | 0.03% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 329 | $139.4K | 0.00% | +1+0.3% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 320 | $135.6K | 0.04% | +120+60.0% | Added |
| Rossby Financial, LCC | 308 | $130.5K | 0.02% | +302+5,033.3% | Added |
| Parallel Advisors, LLC | 296 | $125.5K | 0.00% | −41−12.2% | Reduced |
| FIL Ltd | 270 | $114.4K | 0.00% | −4,239−94.0% | Reduced |
| Umb Bank N A | 268 | $113.6K | 0.00% | +67+33.3% | Added |
| Crewe Advisors LLC | 249 | $105.5K | 0.01% | −34−12.0% | Reduced |
| Signaturefd, LLC | 238 | $100.9K | 0.00% | +125+110.6% | Added |
| Simplex Trading, LLC | 233 | $98.8K | 0.00% | −19,634−98.8% | Reduced |
| Monetary Management Group Inc | 200 | $84.8K | 0.02% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 200 | $84.8K | 0.00% | +200 | New |
| Bayforest Capital Ltd | 178 | $75.4K | 0.07% | −816−82.1% | Reduced |
| Main Street Group, LTD | 175 | $74.2K | 0.02% | +175 | New |
| Measured Wealth Private Client Group, LLC | 173 | $73.3K | 0.02% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 164 | $69.5K | 0.01% | −169−50.8% | Reduced |
| Covestor Ltd | 153 | $65.0K | 0.04% | −32−17.3% | Reduced |
| Essential Investment Partners LLC | 150 | $63.6K | 0.05% | −54−26.5% | Reduced |
| Mather Group, LLC. | 148 | $62.7K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 146 | $61.9K | 0.00% | −110−43.0% | Reduced |
| Harbor Investment Advisory, LLC | 144 | $61.0K | 0.00% | +92+176.9% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 142 | $60.2K | 0.02% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 134 | $56.8K | 0.00% | +134 | New |
| Harbour Investments, Inc. | 125 | $52.9K | 0.00% | +1+0.8% | Added |
| Larson Financial Group LLC | 124 | $52.6K | 0.00% | −1−0.8% | Reduced |
| Wellington-Altus USA Inc. | 159 | $46.5K | 0.03% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 108 | $45.8K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 102 | $43.2K | 0.00% | −6−5.6% | Reduced |
| Cassaday & Co Wealth Management LLC | 100 | $42.4K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 100 | $42.4K | 0.00% | +100 | New |
| Central Trust Co | 97 | $41.1K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 92 | $39.0K | 0.00% | −2−2.1% | Reduced |
| Massmutual Trust Co FSB | 87 | $36.9K | 0.00% | −15−14.7% | Reduced |
| Nomura Asset Management Co Ltd | 84 | $35.6K | 0.00% | −47−35.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 82 | $34.8K | 0.00% | +4+5.1% | Added |
| Rothschild Investment LLC | 74 | $31.4K | 0.00% | +21+39.6% | Added |
| Global Retirement Partners, LLC | 72 | $30.5K | 0.00% | +72 | New |
| Action Point Financial Planning, LLC | 74 | $29.7K | 0.00% | +74 | New |
| Assetmark, Inc | 68 | $28.8K | 0.00% | −3−4.2% | Reduced |
| Persistent Asset Partners Ltd | 62 | $26.3K | 0.01% | +62 | New |
| Wolff Wiese Magana LLC | 61 | $25.9K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 57 | $24.2K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 57 | $24.2K | 0.01% | +13+29.5% | Added |
| Atlantic Union Bankshares Corp | 48 | $20.3K | 0.00% | +48 | New |
| Sachetta, LLC | 47 | $19.9K | 0.01% | +47 | New |
| CVA Family Office, LLC | 46 | $19.5K | 0.00% | +3+7.0% | Added |
| National Bank of Canada | 45 | $19.1K | 0.00% | +45 | New |
| Parvin Asset Management, LLC | 45 | $19.1K | 0.02% | −462−91.1% | Reduced |
| Abound Wealth Management | 45 | $19.1K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 45 | $19.1K | 0.00% | +10+28.6% | Added |
| Essential Partners LLC | 45 | $19.1K | 0.01% | +31+221.4% | Added |
| Accent Capital Management, LLC | 40 | $17.0K | 0.01% | −6−13.0% | Reduced |
| Keating Financial Advisory Services, Inc. | 40 | $17.0K | 0.00% | +2+5.3% | Added |
| Compass Financial Management LLC | 40 | $17.0K | 0.00% | +40 | New |
| Plante Moran Financial Advisors, LLC | 37 | $15.7K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 33 | $14.0K | 0.00% | +33 | New |
| PFS Partners, LLC | 28 | $11.9K | 0.00% | 00.0% | Unchanged |
| Bravera Wealth | 28 | $11.9K | 0.00% | 00.0% | Unchanged |
| Graticule Asia Macro Advisors LLC | 26 | $11.0K | 0.00% | +26 | New |
| Farmers & Merchants Investments Inc | 25 | $10.6K | 0.00% | −2−7.4% | Reduced |
| Picton Mahoney Asset Management | 24 | $10.2K | 0.00% | +24 | New |
| Fortitude Family Office, LLC | 23 | $9.75K | 0.00% | −1−4.2% | Reduced |
| Leonteq Securities AG | 23 | $9.75K | 0.00% | +23 | New |
| Fulcrum Asset Management LLP | 22 | $9.37K | 0.00% | +22 | New |
| Ares Financial Consulting, LLC | 21 | $8.90K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 21 | $8.90K | 0.00% | +12+133.3% | Added |
| Concord Wealth Partners | 20 | $8.33K | 0.00% | +20 | New |
| Bell Investment Advisors, Inc | 19 | $8.05K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 16 | $6.78K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 16 | $6.78K | 0.00% | +16 | New |
| Truvestments Capital LLC | 15 | $6.36K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 15 | $6.36K | 0.00% | +15 | New |
| Brown, Lisle/Cummings, Inc. | 14 | $5.93K | 0.00% | +3+27.3% | Added |
| Wealth Enhancement Trust Services, Inc. | 14 | $5.93K | 0.00% | +14 | New |
| Miller Global Investments, LLC | 13 | $5.51K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 13 | $5.51K | 0.00% | +13 | New |
| TD Capital Management LLC | 12 | $5.09K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 12 | $5.09K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 11 | $4.69K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 11 | $4.66K | 0.00% | +5+83.3% | Added |
