| Crestwood Advisors Group LLC | 7,730 | $248.6K | 0.00% | +7,730 | New |
| Larson Financial Group LLC | 7,373 | $237.1K | 0.01% | −765−9.4% | Reduced |
| Foster Group, Inc. | 7,269 | $233.8K | 0.01% | +7,269 | New |
| Walkner Condon Financial Advisors LLC | 7,266 | $233.7K | 0.03% | +372+5.4% | Added |
| GAMMA Investing LLC | 7,202 | $231.6K | 0.01% | +1,526+26.9% | Added |
| Quadrant Private Wealth Management, LLC | 7,101 | $228.4K | 0.05% | +7,101 | New |
| EP Wealth Advisors, LLC | 6,914 | $222.4K | 0.00% | +6,914 | New |
| Coldstream Capital Management Inc | 6,733 | $216.5K | 0.00% | −1,719−20.3% | Reduced |
| Ariadne Wealth Management, LP | 6,667 | $214.4K | 0.09% | −1,839−21.6% | Reduced |
| EverSource Wealth Advisors, LLC | 6,530 | $210.0K | 0.01% | −5,010−43.4% | Reduced |
| Modern Wealth Management, LLC | 6,479 | $208.4K | 0.00% | +6,479 | New |
| Canopy Partners, LLC | 6,421 | $206.5K | 0.06% | +6,421 | New |
| SmartHarvest Portfolios, LLC | 6,393 | $205.6K | 0.07% | +6,393 | New |
| GeoWealth Management, LLC | 6,341 | $203.9K | 0.01% | +6,341 | New |
| Pinnacle Associates Ltd | 6,337 | $203.8K | 0.00% | +6,337 | New |
| Bessemer Group Inc | 6,189 | $199.0K | 0.00% | +22+0.4% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,900 | $189.7K | 0.00% | +5,900 | New |
| Farther Finance Advisors, LLC | 5,775 | $185.9K | 0.00% | +624+12.1% | Added |
| Toronto Dominion Bank | 5,387 | $173.0K | 0.00% | +5,387 | New |
| Eurizon Capital SGR S.p.A. | 5,188 | $167.9K | 0.00% | +5,188 | New |
| Allworth Financial LP | 4,990 | $160.5K | 0.00% | +507+11.3% | Added |
| WealthCollab, LLC | 4,696 | $151.0K | 0.05% | +139+3.1% | Added |
| Caitong International Asset Management Co., Ltd | 3,321 | $106.8K | 0.01% | −880−20.9% | Reduced |
| National Bank of Canada | 3,272 | $105.1K | 0.00% | +3,272 | New |
| Generali Investments CEE, investicni spolecnost, a.s. | 3,000 | $96.5K | 0.00% | −2,344−43.9% | Reduced |
| EFG International AG | 3,000 | $96.5K | 0.00% | +3,000 | New |
| Basecamp Wealth Advisors LLC | 2,819 | $90.7K | 0.02% | +2,392+560.2% | Added |
| Public Employees Retirement System of Ohio | 2,511 | $80.8K | 0.00% | +2,511 | New |
| FNY Investment Advisers, LLC | 2,500 | $80.0K | 0.03% | −3,000−54.5% | Reduced |
| SRS Capital Advisors, Inc. | 2,160 | $69.5K | 0.00% | +520+31.7% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 2,153 | $69.0K | 0.00% | +2,153 | New |
| HM Payson & Co | 2,122 | $68.2K | 0.00% | +300+16.5% | Added |
| Federation des caisses Desjardins du Quebec | 1,660 | $53.4K | 0.00% | +1,660 | New |
| Nisa Investment Advisors, LLC | 1,650 | $53.1K | 0.00% | +208+14.4% | Added |
| Investors Research Corp | 1,623 | $52.2K | 0.01% | −577−26.2% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,525 | $49.0K | 0.01% | +1,525 | New |
| Bell Investment Advisors, Inc | 1,329 | $42.7K | 0.01% | +39+3.0% | Added |
| Bayforest Capital Ltd | 1,197 | $38.5K | 0.04% | −4,067−77.3% | Reduced |
| Jones Financial Companies LLLP | 1,128 | $36.2K | 0.00% | +342+43.5% | Added |
| Assetmark, Inc | 1,088 | $35.0K | 0.00% | +729+203.1% | Added |
| Federated Hermes, Inc. | 1,064 | $34.2K | 0.00% | +228+27.3% | Added |
| LOM Asset Management Ltd | 1,000 | $32.2K | 0.01% | +1,000 | New |
| V-Square Quantitative Management LLC | 998 | $32.1K | 0.00% | +998 | New |
| Ancora Advisors, LLC | 944 | $30.4K | 0.00% | +944 | New |
| LRI Investments, LLC | 901 | $29.0K | 0.00% | +17+1.9% | Added |
| IFP Advisors, Inc | 746 | $24.0K | 0.00% | +417+126.7% | Added |
| Game Plan Financial Advisors, LLC | 725 | $23.3K | 0.01% | +725 | New |
| UMA Financial Services, Inc. | 629 | $20.2K | 0.00% | −30−4.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 607 | $19.5K | 0.00% | +31+5.4% | Added |
| Leonteq Securities AG | 546 | $17.6K | 0.00% | +546 | New |
| Parkside Financial Bank & Trust | 541 | $17.4K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 507 | $16.3K | 0.01% | +136+36.7% | Added |
| Cassaday & Co Wealth Management LLC | 500 | $16.1K | 0.00% | +500 | New |
| Elequin Capital LP | 470 | $15.1K | 0.00% | +470 | New |
| Ameritas Advisory Services, LLC | 458 | $14.7K | 0.00% | +458 | New |
| Tower Research Capital LLC (TRC) | 405 | $13.0K | 0.00% | +356+726.5% | Added |
| Harbour Investments, Inc. | 381 | $12.3K | 0.00% | +315+477.3% | Added |
| Raffa Wealth Management, LLC | 375 | $12.1K | 0.00% | +129+52.4% | Added |
| WPG Advisers, LLC | 375 | $12.1K | 0.01% | +375 | New |
| Hazlett, Burt & Watson, Inc. | 400 | $12.0K | 0.00% | +400 | New |
| Action Point Financial Planning, LLC | 373 | $11.9K | 0.00% | +373 | New |
| Stone House Investment Management, LLC | 355 | $11.4K | 0.00% | +355 | New |
| SHP Wealth Management | 344 | $11.1K | 0.00% | +158+84.9% | Added |
| True Wealth Design, LLC | 341 | $11.0K | 0.00% | −1−0.3% | Reduced |
| Silver Grove Financial Group, Inc. | 338 | $10.9K | 0.01% | +338 | New |
| SBI Securities Co., Ltd. | 319 | $10.3K | 0.00% | +156+95.7% | Added |
| Roxbury Financial LLC | 299 | $9.62K | 0.01% | +299 | New |
| Rosenberg Matthew Hamilton | 247 | $7.94K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 232 | $7.46K | 0.00% | −4,134−94.7% | Reduced |
| Gleason Group, Inc. | 219 | $7.04K | 0.00% | +219 | New |
| Anchor Investment Management, LLC | 200 | $6.43K | 0.00% | +200 | New |
| Versant Capital Management, Inc | 190 | $6.11K | 0.00% | −72−27.5% | Reduced |
| Key Financial Inc | 188 | $6.05K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 184 | $5.92K | 0.00% | +184 | New |
| Private Trust Co NA | 181 | $5.82K | 0.00% | +100+123.5% | Added |
| Purpose Unlimited Inc. | 177 | $5.78K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 162 | $5.21K | 0.00% | +162 | New |
| Wall Street Access Asset Management, LLC | 152 | $4.89K | 0.00% | +152 | New |
| ORG Wealth Partners, LLC | 149 | $4.79K | 0.00% | +149 | New |
| North Star Investment Management Corp. | 138 | $4.44K | 0.00% | +120+666.7% | Added |
| Asset Dedication, LLC | 126 | $4.05K | 0.00% | +126 | New |
| Triumph Capital Management | 116 | $3.73K | 0.00% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 97 | $3.12K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 90 | $2.89K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 85 | $2.73K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 77 | $2.48K | 0.00% | +56+266.7% | Added |
| Moisand Fitzgerald Tamayo, LLC | 73 | $2.35K | 0.00% | +73 | New |
| Silicon Valley Capital Partners | 71 | $2.27K | 0.00% | +1+1.4% | Added |
| IMA Wealth, Inc. | 67 | $2.15K | 0.00% | +23+52.3% | Added |
| Institute for Wealth Management, LLC. | 60 | $1.93K | 0.00% | +60 | New |
| Rossby Financial, LCC | 57 | $1.83K | 0.00% | +23+67.6% | Added |
| Bare Financial Services, Inc | 50 | $1.61K | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 35 | $1.12K | 0.00% | −14−28.6% | Reduced |
| Millstone Evans Group, LLC | 30 | $965 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 30 | $965 | 0.00% | +30 | New |
| Noble Wealth Management PBC | 26 | $836 | 0.00% | +26 | New |
| Quest 10 Wealth Builders, Inc. | 22 | $708 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 20 | $644 | 0.00% | 00.0% | Unchanged |
| Trust Co | 18 | $579 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 16 | $517 | 0.00% | 00.0% | Unchanged |
