| Hollencrest Capital Management | 200 | $54.3K | 0.00% | +200 | New |
| Signature Equity Partners, LLC | 198 | $53.7K | 0.02% | +3+1.5% | Added |
| International Assets Investment Management, LLC | 193 | $53.3K | 0.00% | +23+13.5% | Added |
| Fortitude Family Office, LLC | 183 | $49.7K | 0.01% | +156+577.8% | Added |
| Vestor Capital, LLC | 511 | $49.0K | 0.00% | +511 | New |
| Massmutual Trust Co FSB | 161 | $43.7K | 0.00% | +3+1.9% | Added |
| Clearstead Advisors, LLC | 160 | $43.4K | 0.00% | −1,645−91.1% | Reduced |
| TD Private Client Wealth LLC | 153 | $41.5K | 0.00% | +120+363.6% | Added |
| Raiffeisen Bank International AG | 150 | $40.8K | 0.00% | +49+48.5% | Added |
| Graticule Asia Macro Advisors LLC | 150 | $40.7K | 0.00% | +150 | New |
| Transamerica Financial Advisors, Inc. | 142 | $38.5K | 0.00% | +48+51.1% | Added |
| Rossby Financial, LCC | 140 | $38.0K | 0.01% | −44−23.9% | Reduced |
| CX Institutional | 140 | $38.0K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 130 | $35.3K | 0.01% | +90+225.0% | Added |
| Covestor Ltd | 125 | $34.0K | 0.02% | +75+150.0% | Added |
| Asset Dedication, LLC | 123 | $33.4K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 121 | $32.8K | 0.00% | +121 | New |
| ZRC Wealth Management, LLC | 109 | $29.6K | 0.01% | +109 | New |
| CVA Family Office, LLC | 104 | $28.2K | 0.00% | +14+15.6% | Added |
| Trust Co of Toledo NA | 100 | $27.1K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 100 | $27.1K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 100 | $27.1K | 0.01% | +100 | New |
| Bessemer Group Inc | 100 | $27.0K | 0.00% | −48−32.4% | Reduced |
| Buck Wealth Strategies, LLC | 99 | $26.9K | 0.00% | +99 | New |
| SJS Investment Consulting Inc. | 96 | $26.1K | 0.00% | −19−16.5% | Reduced |
| Trust Co of Vermont | 96 | $26.1K | 0.00% | +96 | New |
| Wellington-Altus USA Inc. | 120 | $24.0K | 0.02% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 88 | $23.9K | 0.01% | +5+6.0% | Added |
| Parkside Financial Bank & Trust | 78 | $21.2K | 0.00% | +4+5.4% | Added |
| North Star Investment Management Corp. | 75 | $20.4K | 0.00% | +50+200.0% | Added |
| TD Waterhouse Canada Inc. | 73 | $20.2K | 0.00% | −8,945−99.2% | Reduced |
| Grove Bank & Trust | 70 | $19.0K | 0.00% | +12+20.7% | Added |
| CoreCap Advisors, LLC | 70 | $19.0K | 0.00% | +49+233.3% | Added |
| Umb Bank N A | 69 | $18.7K | 0.00% | −8−10.4% | Reduced |
| JPL Wealth Management, LLC | 68 | $18.5K | 0.00% | +12+21.4% | Added |
| Salomon & Ludwin, LLC | 66 | $18.2K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 67 | $18.2K | 0.00% | +67 | New |
| Hantz Financial Services, Inc. | 67 | $18.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 66 | $17.9K | 0.00% | +66 | New |
| Larson Financial Group LLC | 65 | $17.6K | 0.00% | −26−28.6% | Reduced |
| Bell Investment Advisors, Inc | 64 | $17.4K | 0.00% | −8−11.1% | Reduced |
| Harbour Investments, Inc. | 63 | $17.2K | 0.00% | +14+28.6% | Added |
| Osbon Capital Management LLC | 62 | $16.8K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 61 | $16.6K | 0.00% | +61 | New |
| McDonald Partners LLC | 60 | $16.3K | 0.00% | +60 | New |
| Kemnay Advisory Services Inc. | 59 | $16.0K | 0.00% | −693−92.2% | Reduced |
| Manning & Napier Advisors LLC | 58 | $15.8K | 0.00% | +24+70.6% | Added |
| Basecamp Wealth Advisors LLC | 53 | $14.4K | 0.00% | +5+10.4% | Added |
| Walleye Capital LLC | 51 | $13.8K | 0.00% | −31,917−99.8% | Reduced |
| Nemes Rush Group LLC | 51 | $13.8K | 0.00% | +51 | New |
| Strategic Wealth Partners, Ltd. | 50 | $13.6K | 0.00% | −5−9.1% | Reduced |
| Barrett & Company, Inc. | 50 | $13.6K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 50 | $13.6K | 0.01% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 48 | $13.0K | 0.01% | +48 | New |
| Action Point Financial Planning, LLC | 48 | $12.5K | 0.00% | +48 | New |
| JFS Wealth Advisors, LLC | 45 | $12.2K | 0.00% | +4+9.8% | Added |
| Cromwell Holdings LLC | 43 | $11.7K | 0.01% | +23+115.0% | Added |
| Sachetta, LLC | 40 | $10.9K | 0.01% | +1+2.6% | Added |
| Wealth Enhancement Trust Services, Inc. | 38 | $10.3K | 0.00% | +38 | New |
| Dynamic Wealth Strategies, LLC | 36 | $9.77K | 0.01% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 36 | $9.77K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 36 | $9.77K | 0.00% | +10+38.5% | Added |
| HM Payson & Co | 34 | $9.23K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 34 | $9.23K | 0.01% | 00.0% | Unchanged |
| Torren Management, LLC | 33 | $8.96K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 31 | $8.80K | 0.00% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 31 | $8.41K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 31 | $8.19K | 0.00% | +7+29.2% | Added |
| Retirement Wealth Solutions LLC | 29 | $7.87K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 29 | $7.87K | 0.01% | +29 | New |
| N.E.W. Advisory Services LLC | 28 | $7.60K | 0.00% | −16−36.4% | Reduced |
| Marquette Asset Management, LLC | 28 | $7.60K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 27 | $7.33K | 0.00% | +27 | New |
| Dunhill Financial, LLC | 25 | $7.04K | 0.00% | +21+525.0% | Added |
| Private Wealth Management Group, LLC | 25 | $6.79K | 0.00% | +25 | New |
| IMA Wealth, Inc. | 25 | $6.79K | 0.00% | +10+66.7% | Added |
| Activest Wealth Management | 24 | $6.51K | 0.00% | +24 | New |
| Ankerstar Wealth, LLC | 23 | $6.24K | 0.01% | −37−61.7% | Reduced |
| Highline Wealth Partners LLC | 23 | $6.24K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 23 | $6.24K | 0.00% | +9+64.3% | Added |
| LifeSteps Financial, Inc. | 23 | $6.24K | 0.00% | +23 | New |
| Cape Investment Advisory, Inc. | 22 | $5.97K | 0.00% | +22 | New |
| Hartford Financial Management Inc. | 20 | $5.43K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 20 | $5.43K | 0.00% | +20 | New |
| Atlantic Trust, LLC | 19 | $5.16K | 0.00% | +1+5.6% | Added |
| West Paces Advisors Inc. | 19 | $5.16K | 0.00% | +19 | New |
| Fourth Dimension Wealth, LLC | 19 | $5.16K | 0.00% | +19 | New |
| Institute for Wealth Management, LLC. | 19 | $5.11K | 0.00% | +19 | New |
| Avion Wealth | 22 | $5.00K | 0.00% | −3−12.0% | Reduced |
| Capital Advisors, Ltd. LLC | 19 | $5.00K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 17 | $4.62K | 0.00% | +14+466.7% | Added |
| Vanguard National Trust Co | 16 | $4.34K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 16 | $4.34K | 0.00% | +16 | New |
| Beacon Investment Advisory Services, Inc. | 15 | $4.07K | 0.00% | +15 | New |
| Synergy Investment Management, LLC | 15 | $3.81K | 0.00% | +15 | New |
| MV Capital Management, Inc. | 14 | $3.80K | 0.00% | +9+180.0% | Added |
| Bay Harbor Wealth Management, LLC | 13 | $3.53K | 0.00% | +2+18.2% | Added |
| Manchester Capital Management LLC | 12 | $3.26K | 0.00% | −437−97.3% | Reduced |
| BOK Financial Private Wealth, Inc. | 12 | $3.26K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 12 | $3.26K | 0.00% | +12 | New |
