| Smartleaf Asset Management LLC | 284 | $31.1K | 0.00% | +141+98.6% | Added |
| Global Trust Asset Management, LLC | 273 | $29.7K | 0.01% | −25−8.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 246 | $26.8K | 0.00% | +1+0.4% | Added |
| Versant Capital Management, Inc | 240 | $26.1K | 0.00% | −59−19.7% | Reduced |
| Root Financial Partners, LLC | 240 | $26.1K | 0.00% | +240 | New |
| Trust Co of Vermont | 226 | $24.6K | 0.00% | +1+0.4% | Added |
| Clearstead Advisors, LLC | 220 | $23.9K | 0.00% | −263−54.5% | Reduced |
| Accent Capital Management, LLC | 220 | $23.9K | 0.01% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 216 | $23.5K | 0.00% | +216 | New |
| Smithfield Trust Co | 215 | $23.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 203 | $21.5K | 0.00% | +31+18.0% | Added |
| Brown Brothers Harriman & Co | 195 | $21.2K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 194 | $21.0K | 0.00% | −39−16.7% | Reduced |
| Richardson Financial Services Inc. | 184 | $20.0K | 0.01% | +107+139.0% | Added |
| Newbridge Financial Services Group, Inc. | 173 | $18.8K | 0.00% | −4−2.3% | Reduced |
| Archer Investment Corp | 171 | $18.6K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 161 | $18.0K | 0.00% | −121−42.9% | Reduced |
| Huntington National Bank | 160 | $17.4K | 0.00% | −550−77.5% | Reduced |
| Essential Partners LLC | 157 | $17.1K | 0.01% | +142+946.7% | Added |
| Sterling Capital Management LLC | 149 | $16.2K | 0.00% | +1+0.7% | Added |
| Hanson & Doremus Investment Management | 150 | $16.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 134 | $14.6K | 0.00% | −8,767−98.5% | Reduced |
| Parkside Financial Bank & Trust | 134 | $14.6K | 0.00% | −314−70.1% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 128 | $13.9K | 0.00% | +128 | New |
| Whittier Trust Co | 127 | $13.5K | 0.00% | +127 | New |
| Coston, McIsaac & Partners | 123 | $13.0K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 109 | $11.9K | 0.00% | +27+32.9% | Added |
| JFS Wealth Advisors, LLC | 108 | $11.8K | 0.00% | −1−0.9% | Reduced |
| Matrix Trust Co | 105 | $11.0K | 0.00% | −23−18.0% | Reduced |
| Rocky Mountain Advisers, LLC | 100 | $10.9K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 100 | $10.9K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 100 | $10.9K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 100 | $10.9K | 0.01% | +10+11.1% | Added |
| Fortitude Family Office, LLC | 99 | $10.8K | 0.00% | +2+2.1% | Added |
| Manchester Capital Management LLC | 96 | $10.4K | 0.00% | −1,858−95.1% | Reduced |
| Ancora Advisors, LLC | 95 | $10.3K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 88 | $9.57K | 0.00% | +4+4.8% | Added |
| Private Wealth Management Group, LLC | 87 | $9.47K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 85 | $9.25K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 87 | $9.22K | 0.00% | +87 | New |
| Financial Network Wealth Advisors LLC | 79 | $8.60K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 76 | $8.27K | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 76 | $8.27K | 0.01% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 76 | $8.27K | 0.04% | +19+33.3% | Added |
| T. Rowe Price Investment Management, Inc. | 68 | $8.00K | 0.00% | +68 | New |
| Main Street Group, LTD | 72 | $7.83K | 0.00% | +72 | New |
| 10Elms LLP | 60 | $6.53K | 0.01% | +60 | New |
| Larson Financial Group LLC | 57 | $6.20K | 0.00% | −126−68.9% | Reduced |
| Harbor Investment Advisory, LLC | 57 | $6.20K | 0.00% | +9+18.8% | Added |
| Capital Analysts, LLC | 51 | $6.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 50 | $5.44K | 0.00% | −50−50.0% | Reduced |
| Pittenger & Anderson Inc | 50 | $5.44K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 44 | $4.79K | 0.00% | +44 | New |
| Kilter Group LLC | 38 | $4.13K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 34 | $3.70K | 0.00% | −3−8.1% | Reduced |
| High Note Wealth, LLC | 34 | $3.70K | 0.00% | −1−2.9% | Reduced |
| DiNuzzo Private Wealth, Inc. | 25 | $3.51K | 0.00% | −1−3.8% | Reduced |
| Highline Wealth Partners LLC | 32 | $3.48K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 32 | $3.48K | 0.00% | +32 | New |
| Rakuten Securities, Inc. | 31 | $3.37K | 0.00% | −11−26.2% | Reduced |
| Hurley Capital, LLC | 30 | $3.26K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 30 | $3.26K | 0.00% | +6+25.0% | Added |
| Atlantic Trust, LLC | 29 | $3.16K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 28 | $3.05K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 34 | $2.84K | 0.00% | +32+1,600.0% | Added |
| Legacy Wealth Managment, LLC | 26 | $2.83K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 25 | $2.72K | 0.00% | −44−63.8% | Reduced |
| Montag A & Associates Inc | 23 | $2.50K | 0.00% | +23 | New |
| Raffa Wealth Management, LLC | 22 | $2.39K | 0.00% | +3+15.8% | Added |
| TD Private Client Wealth LLC | 22 | $2.39K | 0.00% | +6+37.5% | Added |
| Bare Financial Services, Inc | 21 | $2.29K | 0.00% | +2+10.5% | Added |
| First Pacific Financial | 19 | $2.07K | 0.00% | +19 | New |
| Blue Bell Private Wealth Management, LLC | 18 | $1.96K | 0.00% | −15−45.5% | Reduced |
| Winch Advisory Services, LLC | 18 | $1.96K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 17 | $1.85K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 16 | $1.74K | 0.00% | −1−5.9% | Reduced |
| Webster Bank, N. A. | 16 | $1.74K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 16 | $1.74K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 15 | $1.63K | 0.00% | −62−80.5% | Reduced |
| Asset Dedication, LLC | 13 | $1.42K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 13 | $1.42K | 0.00% | +2+18.2% | Added |
| N.E.W. Advisory Services LLC | 13 | $1.41K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 12 | $1.31K | 0.00% | +12 | New |
| Cape Investment Advisory, Inc. | 11 | $1.20K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 10 | $1.09K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 7 | $1.00K | 0.00% | +7 | New |
| Cloud Capital Management, LLC | 12 | $1.00K | 0.00% | +12 | New |
| Creative Financial Designs Inc | 9 | $979 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 8 | $871 | 0.00% | +8 | New |
| JPL Wealth Management, LLC | 8 | $871 | 0.00% | +8 | New |
| Transamerica Financial Advisors, Inc. | 7 | $762 | 0.00% | +7 | New |
| Turning Point Benefit Group, Inc. | 7 | $750 | 0.00% | +7 | New |
| True Wealth Design, LLC | 6 | $653 | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 6 | $653 | 0.00% | +6 | New |
| Rialto Wealth Management, LLC | 5 | $544 | 0.00% | −11−68.8% | Reduced |
| HFM Investment Advisors, LLC | 5 | $544 | 0.00% | −4−44.4% | Reduced |
| Bay Harbor Wealth Management, LLC | 5 | $544 | 0.00% | −2−28.6% | Reduced |
| Bruce G. Allen Investments, LLC | 5 | $544 | 0.00% | 00.0% | Unchanged |
| Guerra Advisors Inc | 5 | $544 | 0.00% | +5 | New |