| Whittier Trust Co of Nevada Inc | 336 | $25.4K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 337 | $25.3K | 0.00% | +142+72.8% | Added |
| Central Trust Co | 320 | $24.1K | 0.00% | +320 | New |
| Brown Brothers Harriman & Co | 307 | $23.1K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 300 | $22.5K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 300 | $22.5K | 0.01% | +300 | New |
| Ronald Blue Trust, Inc. | 270 | $20.3K | 0.00% | +256+1,828.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 268 | $20.1K | 0.00% | 00.0% | Unchanged |
| American National Bank | 260 | $19.5K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 240 | $18.0K | 0.00% | −11,900−98.0% | Reduced |
| Whittier Trust Co | 231 | $17.5K | 0.00% | +11+5.0% | Added |
| Bayban | 221 | $16.6K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 215 | $16.2K | 0.00% | 00.0% | Unchanged |
| Allied Private Wealth LLC | 220 | $15.9K | 0.01% | +220 | New |
| Entrust Financial LLC | 211 | $15.9K | 0.01% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 201 | $15.1K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 195 | $14.7K | 0.00% | +66+51.2% | Added |
| Peregrine Capital Management LLC | 170 | $12.8K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 161 | $12.1K | 0.00% | −44−21.5% | Reduced |
| First Horizon Corp | 158 | $11.9K | 0.00% | +35+28.5% | Added |
| Walleye Capital LLC | 142 | $10.7K | 0.00% | −7,726−98.2% | Reduced |
| DiNuzzo Private Wealth, Inc. | 141 | $10.6K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 134 | $10.1K | 0.00% | −94−41.2% | Reduced |
| Assetmark, Inc | 130 | $9.77K | 0.00% | −13−9.1% | Reduced |
| Smartleaf Asset Management LLC | 123 | $9.71K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 129 | $9.70K | 0.00% | −2−1.5% | Reduced |
| Smithfield Trust Co | 125 | $9.00K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 116 | $8.78K | 0.00% | −106−47.7% | Reduced |
| Versant Capital Management, Inc | 102 | $7.67K | 0.00% | −147−59.0% | Reduced |
| North Star Investment Management Corp. | 100 | $7.52K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 98 | $7.37K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 92 | $6.92K | 0.00% | +13+16.5% | Added |
| Global Retirement Partners, LLC | 90 | $6.76K | 0.00% | +90 | New |
| CVA Family Office, LLC | 86 | $6.46K | 0.00% | −15−14.9% | Reduced |
| Basecamp Wealth Advisors LLC | 85 | $6.39K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 75 | $5.64K | 0.00% | −87−53.7% | Reduced |
| Colonial Trust Co | 74 | $5.59K | 0.00% | +2+2.8% | Added |
| Zions Bancorporation, National Association | 67 | $5.04K | 0.00% | +38+131.0% | Added |
| True Wealth Design, LLC | 64 | $4.81K | 0.00% | +58+966.7% | Added |
| Park Place Capital Corp | 64 | $4.81K | 0.00% | +20+45.5% | Added |
| Golden State Wealth Management, LLC | 63 | $4.74K | 0.00% | +1+1.6% | Added |
| Private Wealth Management Group, LLC | 61 | $4.58K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 60 | $4.51K | 0.00% | −3−4.8% | Reduced |
| AdvisorNet Financial, Inc | 58 | $4.36K | 0.00% | −4−6.5% | Reduced |
| MCF Advisors LLC | 57 | $4.29K | 0.00% | +57 | New |
| Manchester Capital Management LLC | 51 | $3.83K | 0.00% | +5+10.9% | Added |
| SBI Securities Co., Ltd. | 49 | $3.68K | 0.00% | −1−2.0% | Reduced |
| Farmers & Merchants Investments Inc | 47 | $3.53K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 44 | $3.31K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 41 | $3.08K | 0.00% | +15+57.7% | Added |
| Steigerwald, Gordon & Koch Inc. | 40 | $3.01K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 36 | $2.71K | 0.00% | +20+125.0% | Added |
| Union Savings Bank | 36 | $2.71K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 39 | $2.71K | 0.00% | +39 | New |
| WealthCollab, LLC | 35 | $2.63K | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 32 | $2.52K | 0.00% | −10−23.8% | Reduced |
| JFS Wealth Advisors, LLC | 32 | $2.41K | 0.00% | −13−28.9% | Reduced |
| Valued Wealth Advisors LLC | 32 | $2.41K | 0.00% | +32 | New |
| Strive Financial Group ,LLC | 31 | $2.33K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 30 | $2.25K | 0.00% | −4−11.8% | Reduced |
| Financial Management Professionals, Inc. | 29 | $2.18K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 28 | $2.10K | 0.00% | +8+40.0% | Added |
| St Germain D J Co Inc | 25 | $1.88K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 25 | $1.87K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 23 | $1.73K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 22 | $1.65K | 0.00% | −17−43.6% | Reduced |
| Bell Investment Advisors, Inc | 21 | $1.58K | 0.00% | −15−41.7% | Reduced |
| Bruce G. Allen Investments, LLC | 21 | $1.58K | 0.00% | 00.0% | Unchanged |
| Marshall Investment Management, LLC | 21 | $1.58K | 0.00% | +21 | New |
| Essential Partners LLC | 20 | $1.50K | 0.00% | +3+17.6% | Added |
| Continuum Advisory, LLC | 20 | $1.50K | 0.00% | +20 | New |
| Creative Capital Management Investments LLC | 19 | $1.43K | 0.00% | +19 | New |
| Wealth Enhancement Trust Services, Inc. | 17 | $1.28K | 0.00% | +7+70.0% | Added |
| Massmutual Trust Co FSB | 16 | $1.20K | 0.00% | −15−48.4% | Reduced |
| Quarry LP | 16 | $1.20K | 0.00% | +16 | New |
| Chesapeake Asset Management LLC | 15 | $1.13K | 0.00% | +15 | New |
| Capital Advisors, Ltd. LLC | 15 | $1.00K | 0.00% | −35−70.0% | Reduced |
| Ogorek Anthony Joseph | 26 | $1.00K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 13 | $978 | 0.00% | +13 | New |
| N.E.W. Advisory Services LLC | 11 | $827 | 0.00% | −60−84.5% | Reduced |
| Rothschild Investment LLC | 10 | $752 | 0.00% | −9−47.4% | Reduced |
| HFM Investment Advisors, LLC | 10 | $752 | 0.00% | +6+150.0% | Added |
| Bay Harbor Wealth Management, LLC | 10 | $752 | 0.00% | +6+150.0% | Added |
| Torren Management, LLC | 9 | $689 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 9 | $677 | 0.00% | −76−89.4% | Reduced |
| Rialto Wealth Management, LLC | 9 | $677 | 0.00% | −6−40.0% | Reduced |
| Dunhill Financial, LLC | 8 | $601 | 0.00% | −1−11.1% | Reduced |
| Cromwell Holdings LLC | 8 | $601 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 7 | $527 | 0.00% | +7 | New |
| Cornerstone Planning Group LLC | 6 | $467 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 6 | $451 | 0.00% | −1−14.3% | Reduced |
| Ameriflex Group, Inc. | 6 | $451 | 0.00% | +6 | New |
| Prestige Wealth Management Group LLC | 5 | $376 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 5 | $376 | 0.00% | +5 | New |
| Planning Strategies Inc. | 5 | $376 | 0.00% | +5 | New |
| Activest Wealth Management | 4 | $301 | 0.00% | −2−33.3% | Reduced |
| WPG Advisers, LLC | 4 | $301 | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 4 | $301 | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 4 | $301 | 0.00% | +1+33.3% | Added |
