| Umb Bank N A | 2,899 | $82.2K | 0.00% | +107+3.8% | Added |
| Fifth Third Bancorp | 2,707 | $76.8K | 0.00% | +77+2.9% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,594 | $74.0K | 0.00% | −58−2.2% | Reduced |
| UMA Financial Services, Inc. | 2,424 | $68.8K | 0.01% | +47+2.0% | Added |
| True Wealth Design, LLC | 2,412 | $68.4K | 0.02% | +1,408+140.2% | Added |
| AdvisorNet Financial, Inc | 2,331 | $66.1K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 2,300 | $65.3K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 2,209 | $62.7K | 0.00% | +438+24.7% | Added |
| Golden State Wealth Management, LLC | 1,917 | $54.4K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,904 | $54.0K | 0.00% | −1,441−43.1% | Reduced |
| MAI Capital Management | 1,544 | $43.8K | 0.00% | −89−5.5% | Reduced |
| Salem Investment Counselors Inc | 1,525 | $43.3K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,501 | $43.0K | 0.02% | −141−8.6% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 1,500 | $42.6K | 0.00% | +1,500 | New |
| Abich Financial Wealth Management LLC | 1,493 | $42.4K | 0.02% | +1,493 | New |
| WealthCollab, LLC | 1,458 | $41.4K | 0.02% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 1,331 | $37.8K | 0.00% | +1,331 | New |
| Whittier Trust Co of Nevada Inc | 1,365 | $37.6K | 0.00% | +501+58.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,308 | $37.1K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,287 | $36.6K | 0.00% | −4,938−79.3% | Reduced |
| Quarry LP | 1,272 | $36.1K | 0.01% | −1,768−58.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,177 | $33.4K | 0.00% | −4,034−77.4% | Reduced |
| Employees Retirement System of Texas | 1,152 | $33.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,136 | $32.2K | 0.00% | +20+1.8% | Added |
| Hemington Wealth Management | 1,084 | $30.0K | 0.00% | +28+2.7% | Added |
| SBI Securities Co., Ltd. | 1,041 | $29.5K | 0.00% | +395+61.1% | Added |
| Newbridge Financial Services Group, Inc. | 1,000 | $28.4K | 0.00% | +1,000 | New |
| Alpine Bank Wealth Management | 986 | $28.0K | 0.00% | +986 | New |
| Jones Financial Companies LLLP | 940 | $27.0K | 0.00% | −44−4.5% | Reduced |
| WFA Asset Management Corp | 1,000 | $25.6K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 880 | $25.0K | 0.02% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 743 | $21.1K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 645 | $18.3K | 0.00% | +594+1,164.7% | Added |
| Bell Investment Advisors, Inc | 580 | $16.5K | 0.00% | −311−34.9% | Reduced |
| TD Capital Management LLC | 537 | $15.2K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 521 | $14.8K | 0.00% | −69−11.7% | Reduced |
| Optiver Holding B.V. | 493 | $14.0K | 0.00% | +493 | New |
| Cornerstone Planning Group LLC | 455 | $12.5K | 0.00% | +6+1.3% | Added |
| JPL Wealth Management, LLC | 420 | $11.9K | 0.00% | +420 | New |
| Nisa Investment Advisors, LLC | 374 | $10.6K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 349 | $9.90K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 354 | $9.74K | 0.00% | +354 | New |
| Legacy Wealth Managment, LLC | 343 | $9.73K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 317 | $8.99K | 0.00% | +317 | New |
| Parkside Financial Bank & Trust | 310 | $8.80K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 300 | $8.51K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 288 | $8.17K | 0.01% | +288 | New |
| Westfuller Advisors, LLC | 271 | $7.68K | 0.00% | +271 | New |
| Steward Partners Investment Advisory, LLC | 269 | $7.63K | 0.00% | −50−15.7% | Reduced |
| Dogwood Wealth Management LLC | 253 | $7.18K | 0.00% | −77−23.3% | Reduced |
| Key Financial Inc | 255 | $7.17K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 247 | $7.01K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 231 | $6.55K | 0.00% | −70−23.3% | Reduced |
| Strategic Advocates LLC | 219 | $6.21K | 0.00% | +219 | New |
| Farmers & Merchants Investments Inc | 210 | $5.96K | 0.00% | +5+2.4% | Added |
| Sunbelt Securities, Inc. | 203 | $5.76K | 0.00% | +203 | New |
| GHP Investment Advisors, Inc. | 180 | $5.11K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 159 | $5.00K | 0.00% | +44+38.3% | Added |
| Ancora Advisors, LLC | 164 | $4.65K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 161 | $4.57K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 156 | $4.43K | 0.00% | −15−8.8% | Reduced |
| Beaird Harris Wealth Management, LLC | 142 | $4.03K | 0.00% | +15+11.8% | Added |
| Grove Bank & Trust | 140 | $3.97K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 139 | $3.94K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 138 | $3.92K | 0.00% | +138 | New |
| LRI Investments, LLC | 130 | $3.69K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 125 | $3.55K | 0.00% | −19−13.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 112 | $3.20K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 95 | $2.69K | 0.00% | −4−4.0% | Reduced |
| Park Square Financial Group, LLC | 90 | $2.55K | 0.01% | −102−53.1% | Reduced |
| DiNuzzo Private Wealth, Inc. | 89 | $2.48K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 87 | $2.47K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 92 | $2.00K | 0.00% | +20+27.8% | Added |
| Cloud Capital Management, LLC | 90 | $2.00K | 0.00% | +90 | New |
| Transamerica Financial Advisors, Inc. | 69 | $1.96K | 0.00% | +69 | New |
| Huntington National Bank | 66 | $1.87K | 0.00% | +21+46.7% | Added |
| Rossby Financial, LCC | 65 | $1.83K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 63 | $1.79K | 0.00% | +9+16.7% | Added |
| Rialto Wealth Management, LLC | 52 | $1.48K | 0.00% | +8+18.2% | Added |
| First Command Advisory Services, Inc. | 47 | $1.33K | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 46 | $1.30K | 0.00% | +46 | New |
| Binnacle Investments Inc | 43 | $1.22K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 42 | $1.19K | 0.00% | −1,689−97.6% | Reduced |
| ZRC Wealth Management, LLC | 41 | $1.16K | 0.00% | +41 | New |
| South State Corp. | 35 | $993 | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 35 | $993 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 35 | $993 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 27 | $766 | 0.00% | −1−3.6% | Reduced |
| Guerra Advisors Inc | 25 | $709 | 0.00% | +25 | New |
| Bay Harbor Wealth Management, LLC | 23 | $652 | 0.00% | +3+15.0% | Added |
| Hughes Financial Services, LLC | 22 | $622 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 19 | $539 | 0.00% | +19 | New |
| Highline Wealth Partners LLC | 18 | $511 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 16 | $464 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 10 | $284 | 0.00% | +10 | New |
| Palisade Asset Management, LLC | 9 | $256 | 0.00% | +9 | New |
| IMA Wealth, Inc. | 6 | $170 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 4 | $113 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 2 | $57 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 2 | $57 | 0.00% | +2 | New |
