| Canada Post Corp Registered Pension Plan | 430 | $99.5K | 0.01% | +430 | New |
| Spire Wealth Management | 406 | $94.0K | 0.00% | −1,404−77.6% | Reduced |
| MPWM Advisory Solutions, LLC | 400 | $92.6K | 0.06% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 400 | $92.6K | 0.06% | +400 | New |
| Aventura Private Wealth, LLC | 400 | $92.6K | 0.04% | +400 | New |
| Harbor Investment Advisory, LLC | 373 | $86.3K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 366 | $84.6K | 0.01% | +331+945.7% | Added |
| Putney Financial Group LLC | 338 | $78.2K | 0.08% | +147+77.0% | Added |
| Rothschild Investment LLC | 334 | $77.3K | 0.00% | −10−2.9% | Reduced |
| Pinnacle Bancorp, Inc. | 332 | $76.8K | 0.02% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 329 | $76.1K | 0.00% | −51−13.4% | Reduced |
| HM Payson & Co | 328 | $75.9K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 322 | $74.5K | 0.00% | +255+380.6% | Added |
| Trust Co of Vermont | 320 | $74.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 309 | $71.5K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 304 | $70.4K | 0.00% | +117+62.6% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 300 | $69.4K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 291 | $67.3K | 0.02% | −7,035−96.0% | Reduced |
| Versant Capital Management, Inc | 266 | $61.6K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 261 | $60.5K | 0.00% | −2−0.8% | Reduced |
| Kozak & Associates, Inc. | 254 | $59.5K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 253 | $58.5K | 0.02% | +112+79.4% | Added |
| Employees Retirement System of Texas | 237 | $55.0K | 0.00% | +237 | New |
| Global Retirement Partners, LLC | 211 | $48.8K | 0.00% | +211 | New |
| Park Place Capital Corp | 205 | $47.9K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 203 | $47.0K | 0.00% | +176+651.9% | Added |
| SBI Securities Co., Ltd. | 199 | $46.0K | 0.00% | −285−58.9% | Reduced |
| GPS Wealth Strategies Group, LLC | 196 | $45.4K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 187 | $43.3K | 0.02% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 185 | $42.8K | 0.01% | +19+11.4% | Added |
| North Star Investment Management Corp. | 183 | $42.3K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 169 | $39.1K | 0.01% | +10+6.3% | Added |
| Pin Oak Investment Advisors Inc | 182 | $39.0K | 0.03% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 163 | $37.7K | 0.02% | +4+2.5% | Added |
| S-Bank Fund Management Ltd | 157 | $36.3K | 0.01% | −14−8.2% | Reduced |
| Sentry Investment Management LLC | 152 | $36.0K | 0.02% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 152 | $35.2K | 0.04% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 149 | $34.5K | 0.00% | −2−1.3% | Reduced |
| Murphy & Mullick Capital Management Corp | 144 | $33.3K | 0.03% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 144 | $33.3K | 0.00% | +144 | New |
| Colonial Trust Co | 140 | $32.4K | 0.00% | −17−10.8% | Reduced |
| Harbour Investments, Inc. | 131 | $30.3K | 0.00% | +6+4.8% | Added |
| Onefund, LLC | 127 | $29.0K | 0.02% | +127 | New |
| Mark Sheptoff Financial Planning, LLC | 125 | $28.9K | 0.02% | 00.0% | Unchanged |
| Capital Analysts, LLC | 119 | $27.0K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 111 | $25.7K | 0.00% | −11−9.0% | Reduced |
| DAGCO, Inc. | 105 | $24.3K | 0.01% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 102 | $24.0K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 108 | $24.0K | 0.00% | +23+27.1% | Added |
| Bogart Wealth, LLC | 100 | $23.1K | 0.00% | +100 | New |
| CoreFirst Bank & Trust | 100 | $23.1K | 0.01% | +100 | New |
| Anchor Investment Management, LLC | 94 | $21.8K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 87 | $20.1K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 55 | $19.7K | 0.00% | −62−53.0% | Reduced |
| Cape Investment Advisory, Inc. | 76 | $17.5K | 0.01% | +1+1.3% | Added |
| Armstrong Advisory Group, Inc | 69 | $16.0K | 0.00% | −90−56.6% | Reduced |
| Clearstead Advisors, LLC | 67 | $15.5K | 0.00% | +45+204.5% | Added |
| Rossby Financial, LCC | 67 | $15.5K | 0.01% | +67 | New |
| Golden State Wealth Management, LLC | 65 | $15.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 60 | $13.9K | 0.00% | −18−23.1% | Reduced |
| GFG Capital, LLC | 58 | $13.4K | 0.00% | +58 | New |
| Barnes Dennig Private Wealth Management LLC | 54 | $12.5K | 0.01% | +54 | New |
| MAI Capital Management | 54 | $12.4K | 0.00% | −1−1.8% | Reduced |
| Financial Freedom, LLC | 52 | $12.0K | 0.01% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 50 | $11.6K | 0.00% | +4+8.7% | Added |
| Glen Eagle Advisors, LLC | 50 | $11.6K | 0.00% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 47 | $10.9K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 44 | $10.2K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 42 | $9.67K | 0.00% | −4−8.7% | Reduced |
| Clear Street Markets LLC | 34 | $7.87K | 0.00% | −586−94.5% | Reduced |
| Ronald Blue Trust, Inc. | 32 | $7.41K | 0.00% | −21−39.6% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 32 | $7.41K | 0.00% | +32 | New |
| Farmers & Merchants Investments Inc | 31 | $7.17K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 30 | $6.94K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 30 | $6.94K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 29 | $6.71K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 30 | $6.70K | 0.00% | −12−28.6% | Reduced |
| Kilter Group LLC | 28 | $6.48K | 0.00% | +28 | New |
| Kestra Investment Management, LLC | 28 | $6.12K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 26 | $6.02K | 0.00% | −3−10.3% | Reduced |
| N.E.W. Advisory Services LLC | 26 | $6.02K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 26 | $6.02K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 23 | $5.32K | 0.00% | −5−17.9% | Reduced |
| Country Trust Bank | 23 | $5.32K | 0.00% | +9+64.3% | Added |
| Financial Management Professionals, Inc. | 22 | $5.09K | 0.00% | +12+120.0% | Added |
| GW&K Investment Management, LLC | 22 | $5.00K | 0.00% | +2+10.0% | Added |
| UMA Financial Services, Inc. | 21 | $4.86K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 21 | $4.86K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 21 | $4.86K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 21 | $4.86K | 0.00% | +5+31.3% | Added |
| Vision Financial Markets LLC | 21 | $4.64K | 0.00% | +1+5.0% | Added |
| Valued Wealth Advisors LLC | 20 | $4.64K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 20 | $4.63K | 0.00% | +20 | New |
| Rosenberg Matthew Hamilton | 19 | $4.40K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 18 | $4.17K | 0.00% | +3+20.0% | Added |
| Sunbelt Securities, Inc. | 20 | $4.15K | 0.00% | −29−59.2% | Reduced |
| JFS Wealth Advisors, LLC | 17 | $3.93K | 0.00% | +8+88.9% | Added |
| Cherry Tree Wealth Management, LLC | 15 | $3.47K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 16 | $3.44K | 0.00% | +16 | New |
| MV Capital Management, Inc. | 14 | $3.24K | 0.00% | −1−6.7% | Reduced |
