| GAMMA Investing LLC | 1,871 | $135.3K | 0.01% | +73+4.1% | Added |
| Wellington-Altus USA Inc. | 1,604 | $122.8K | 0.09% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 1,594 | $115.3K | 0.00% | +398+33.3% | Added |
| Parallel Advisors, LLC | 1,536 | $111.1K | 0.00% | +643+72.0% | Added |
| Avalon Trust Co | 1,500 | $108.5K | 0.01% | 00.0% | Unchanged |
| Vestcor Inc | 1,487 | $108.0K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 1,446 | $104.6K | 0.00% | +342+31.0% | Added |
| Investors Research Corp | 1,400 | $101.3K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,352 | $97.8K | 0.01% | +388+40.2% | Added |
| Allworth Financial LP | 1,250 | $90.4K | 0.00% | −240−16.1% | Reduced |
| Ronald Blue Trust, Inc. | 1,206 | $87.2K | 0.00% | +5+0.4% | Added |
| IFP Advisors, Inc | 1,200 | $86.8K | 0.00% | −335−21.8% | Reduced |
| Bayforest Capital Ltd | 1,146 | $82.9K | 0.08% | −4,650−80.2% | Reduced |
| Institute for Wealth Management, LLC. | 1,068 | $77.3K | 0.01% | +1,068 | New |
| Mather Group, LLC. | 999 | $72.3K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 920 | $66.6K | 0.00% | +920 | New |
| Harvest Fund Management Co., Ltd | 912 | $66.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 870 | $62.9K | 0.00% | +870 | New |
| SRS Capital Advisors, Inc. | 850 | $61.5K | 0.00% | +850 | New |
| Ramirez Asset Management, Inc. | 800 | $57.9K | 0.01% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 780 | $56.4K | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 744 | $53.8K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 636 | $46.0K | 0.00% | +200+45.9% | Added |
| Central Trust Co | 544 | $39.4K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 511 | $37.0K | 0.00% | +59+13.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 500 | $36.2K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 479 | $35.0K | 0.02% | +218+83.5% | Added |
| Kemnay Advisory Services Inc. | 472 | $34.1K | 0.00% | −1,280−73.1% | Reduced |
| Morse Asset Management, Inc | 440 | $31.8K | 0.01% | −4,120−90.4% | Reduced |
| Salomon & Ludwin, LLC | 432 | $31.2K | 0.00% | −560−56.5% | Reduced |
| Private Wealth Asset Management, LLC | 420 | $30.4K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 412 | $29.8K | 0.01% | 00.0% | Unchanged |
| Costello Asset Management, INC | 400 | $28.9K | 0.01% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 384 | $27.8K | 0.00% | −31−7.5% | Reduced |
| Umb Bank N A | 383 | $27.7K | 0.00% | +383 | New |
| Whittier Trust Co | 368 | $26.8K | 0.00% | +368 | New |
| Massmutual Trust Co FSB | 359 | $26.0K | 0.00% | +31+9.5% | Added |
| Bogart Wealth, LLC | 320 | $23.1K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 320 | $23.1K | 0.02% | 00.0% | Unchanged |
| GWM Advisors LLC | 259 | $18.7K | 0.00% | −69−21.0% | Reduced |
| Cedar Mountain Advisors, LLC | 256 | $18.5K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 248 | $17.9K | 0.00% | −204−45.1% | Reduced |
| Toronto Dominion Bank | 228 | $16.5K | 0.00% | +228 | New |
| Bare Financial Services, Inc | 222 | $16.1K | 0.00% | +49+28.3% | Added |
| Salem Investment Counselors Inc | 208 | $15.0K | 0.00% | +156+300.0% | Added |
| Persistent Asset Partners Ltd | 173 | $12.5K | 0.00% | +173 | New |
| Clearstead Advisors, LLC | 167 | $12.1K | 0.00% | +167 | New |
| Federation des caisses Desjardins du Quebec | 149 | $10.8K | 0.00% | +149 | New |
| EverSource Wealth Advisors, LLC | 149 | $10.8K | 0.00% | −201−57.4% | Reduced |
| Birchwood Financial Partners, Inc. | 148 | $10.7K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 147 | $10.7K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 143 | $10.4K | 0.00% | −15,605−99.1% | Reduced |
| Rothschild Investment LLC | 140 | $10.1K | 0.00% | −8−5.4% | Reduced |
| International Assets Investment Management, LLC | 124 | $8.95K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 111 | $8.03K | 0.00% | +37+50.0% | Added |
| CVA Family Office, LLC | 107 | $7.74K | 0.00% | +7+7.0% | Added |
| JFS Wealth Advisors, LLC | 106 | $7.67K | 0.00% | +106 | New |
| Accent Capital Management, LLC | 104 | $7.52K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 104 | $7.52K | 0.00% | +1+1.0% | Added |
| WPG Advisers, LLC | 102 | $7.38K | 0.00% | −30−22.7% | Reduced |
| Nvest Wealth Strategies, Inc. | 100 | $7.23K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 96 | $6.95K | 0.00% | +96 | New |
| Keating Financial Advisory Services, Inc. | 94 | $6.80K | 0.00% | +17+22.1% | Added |
| Marquette Asset Management, LLC | 88 | $6.37K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 88 | $6.37K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 84 | $6.08K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 84 | $6.08K | 0.00% | +84 | New |
| Silver Grove Financial Group, Inc. | 84 | $6.08K | 0.00% | +84 | New |
| Danske Bank A/S | 80 | $5.79K | 0.00% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 70 | $5.06K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 68 | $4.92K | 0.00% | +68 | New |
| Signature Equity Partners, LLC | 64 | $4.60K | 0.00% | +22+52.4% | Added |
| Kilter Group LLC | 56 | $4.05K | 0.00% | −67−54.5% | Reduced |
| Fortitude Family Office, LLC | 52 | $3.76K | 0.00% | −1−1.9% | Reduced |
| Owl Creek Wealth Partners LLC | 50 | $3.62K | 0.00% | +10+25.0% | Added |
| Whittier Trust Co of Nevada Inc | 48 | $3.60K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 48 | $3.47K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 44 | $3.18K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 44 | $3.18K | 0.00% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 40 | $2.89K | 0.01% | +40 | New |
| Provenance Wealth Advisors, LLC | 36 | $2.60K | 0.00% | +36 | New |
| William B. Walkup & Associates, Inc. | 35 | $2.53K | 0.00% | +35 | New |
| Action Point Financial Planning, LLC | 36 | $2.53K | 0.00% | +36 | New |
| Johnson Financial Group, Inc. | 32 | $2.31K | 0.00% | +32 | New |
| CoreCap Advisors, LLC | 32 | $2.31K | 0.00% | +32 | New |
| Quarry LP | 31 | $2.24K | 0.00% | +31 | New |
| Continuum Advisory, LLC | 30 | $2.17K | 0.00% | +30 | New |
| Vermillion Wealth Management, Inc. | 28 | $2.03K | 0.00% | −64−69.6% | Reduced |
| HM Payson & Co | 24 | $1.74K | 0.00% | +24 | New |
| Northwestern Mutual Wealth Management Co | 24 | $1.74K | 0.00% | −16−40.0% | Reduced |
| Ankerstar Wealth, LLC | 24 | $1.74K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 24 | $1.74K | 0.00% | +24 | New |
| IFG Advisory, LLC | 24 | $1.74K | 0.00% | +24 | New |
| Cape Investment Advisory, Inc. | 24 | $1.74K | 0.00% | +24 | New |
| SJS Investment Consulting Inc. | 20 | $1.45K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 19 | $1.38K | 0.00% | −1−5.0% | Reduced |
| Trust Co of Vermont | 16 | $1.16K | 0.00% | +16 | New |
| Creative Capital Management Investments LLC | 16 | $1.16K | 0.00% | +16 | New |
| Bay Harbor Wealth Management, LLC | 13 | $940 | 0.00% | +9+225.0% | Added |
| North Star Investment Management Corp. | 12 | $868 | 0.00% | 00.0% | Unchanged |