| Westside Investment Management, Inc. | 268 | $24.9K | 0.01% | −51−16.0% | Reduced |
| Lumature Wealth Partners, LLC | 265 | $24.6K | 0.01% | −52−16.4% | Reduced |
| Crewe Advisors LLC | 262 | $24.4K | 0.00% | −118−31.1% | Reduced |
| West Oak Capital, LLC | 253 | $23.5K | 0.01% | −60−19.2% | Reduced |
| HBC Financial Services, PLLC | 251 | $22.0K | 0.02% | +1+0.4% | Added |
| Hazlett, Burt & Watson, Inc. | 236 | $21.0K | 0.02% | +10+4.4% | Added |
| BDO Wealth Advisors, LLC | 225 | $20.9K | 0.00% | −230−50.5% | Reduced |
| Tucker Asset Management LLC | 225 | $20.9K | 0.01% | +225 | New |
| City State Bank | 220 | $20.0K | 0.01% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 213 | $19.8K | 0.01% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 250 | $19.0K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 200 | $19.0K | 0.01% | +100+100.0% | Added |
| CoreFirst Bank & Trust | 200 | $18.6K | 0.01% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 199 | $18.5K | 0.01% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 195 | $18.1K | 0.01% | +195 | New |
| Capital Advisors, Ltd. LLC | 197 | $18.0K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 193 | $18.0K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 190 | $17.7K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 184 | $17.1K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 183 | $17.0K | 0.01% | +124+210.2% | Added |
| Archer Investment Corp | 179 | $16.7K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 168 | $15.6K | 0.00% | −95−36.1% | Reduced |
| Washington Trust Advisors, Inc. | 167 | $15.5K | 0.00% | +35+26.5% | Added |
| ClariVest Asset Management LLC | 162 | $15.0K | 0.00% | −6,938−97.7% | Reduced |
| Institutional & Family Asset Management, LLC | 158 | $14.7K | 0.00% | +30+23.4% | Added |
| WR Wealth Planners, LLC | 153 | $14.2K | 0.01% | +66+75.9% | Added |
| Ogorek Anthony Joseph | 160 | $14.0K | 0.01% | +160 | New |
| True Wealth Design, LLC | 140 | $13.0K | 0.01% | +1+0.7% | Added |
| Fortis Capital Advisors, LLC | 138 | $12.8K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 131 | $12.2K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 131 | $12.0K | 0.00% | −960,000−100.0% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 125 | $11.6K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 124 | $11.5K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 110 | $10.2K | 0.00% | −51−31.7% | Reduced |
| DB Wealth Management Group, LLC | 106 | $9.86K | 0.01% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 104 | $9.67K | 0.02% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 102 | $9.55K | 0.00% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 102 | $9.51K | 0.01% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 102 | $9.49K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 105 | $9.44K | 0.01% | +48+84.2% | Added |
| Bartlett & Co. Wealth Management LLC | 100 | $9.35K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 100 | $9.30K | 0.01% | 00.0% | Unchanged |
| Lam Group, Inc. | 100 | $9.30K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 98 | $9.00K | 0.00% | +98 | New |
| Trust Co of Vermont | 92 | $8.56K | 0.00% | −70−43.2% | Reduced |
| Ellevest, Inc. | 92 | $8.56K | 0.00% | +92 | New |
| Old Second National Bank of Aurora | 86 | $8.00K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 81 | $7.52K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 78 | $7.24K | 0.00% | +78 | New |
| Capital Analysts, LLC | 74 | $7.00K | 0.00% | +18+32.1% | Added |
| Versant Capital Management, Inc | 71 | $6.60K | 0.00% | +71 | New |
| Coastal Capital Group, Inc. | 67 | $6.23K | 0.00% | +10+17.5% | Added |
| Carolinas Wealth Consulting LLC | 66 | $6.16K | 0.00% | 00.0% | Unchanged |
| Studio Investment Management LLC | 57 | $5.34K | 0.00% | −52−47.7% | Reduced |
| Highline Wealth Partners LLC | 55 | $5.12K | 0.00% | −41−42.7% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 58 | $5.00K | 0.00% | +58 | New |
| MV Capital Management, Inc. | 52 | $4.84K | 0.00% | +52 | New |
| Live Oak Investment Partners | – | $4.84K | 0.00% | – | – |
| Delta Asset Management LLC | 50 | $4.65K | 0.00% | 00.0% | Unchanged |
| Gs Investments, Inc. | 50 | $4.65K | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 50 | $4.65K | 0.00% | 00.0% | Unchanged |
| Piershale Financial Group, Inc. | 50 | $4.65K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 50 | $4.65K | 0.00% | +50 | New |
| Horan Securities, Inc. | 45 | $4.19K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 46 | $4.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 42 | $3.91K | 0.00% | −1,717−97.6% | Reduced |
| Colonial Trust Advisors | 41 | $3.81K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 40 | $3.72K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 35 | $3.26K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 33 | $3.07K | 0.00% | −22−40.0% | Reduced |
| DecisionPoint Financial, LLC | 32 | $2.98K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 30 | $2.79K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 27 | $2.47K | 0.00% | −51−65.4% | Reduced |
| Clearview Wealth Advisors LLC | 25 | $2.33K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 23 | $2.14K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 27 | $2.00K | 0.00% | +27 | New |
| Investors Research Corp | 21 | $1.95K | 0.00% | −75−78.1% | Reduced |
| NewSquare Capital LLC | 20 | $1.86K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 18 | $1.70K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 18 | $1.68K | 0.00% | −71−79.8% | Reduced |
| Zions Bancorporation, N.A. | 17 | $1.58K | 0.00% | −102−85.7% | Reduced |
| Creative Financial Designs Inc | 16 | $1.52K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 14 | $1.30K | 0.00% | +14 | New |
| South State Corp. | 13 | $1.21K | 0.00% | 00.0% | Unchanged |
| Altman Advisors, Inc. | 13,292 | $1.10K | 0.00% | +13,292 | New |
| Mizuho Securities Co. Ltd. | 11 | $1.02K | 0.00% | −140,100−100.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 7 | $1.00K | 0.00% | −32−82.1% | Reduced |
| Berkshire Capital Holdings Inc | 10 | $930 | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 8 | $744 | 0.00% | −12,482−99.9% | Reduced |
| North Star Investment Management Corp. | 7 | $651 | 0.00% | −3,000−99.8% | Reduced |
| Sofos Investments, Inc. | 93 | $558 | 0.02% | +19+25.7% | Added |
| IMA Wealth, Inc. | 2 | $187 | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 1 | $93 | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 1 | $93 | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 1 | $90 | 0.00% | −1,400−99.9% | Reduced |
| McClarren Financial Advisors, Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 3 | $0 | 0.00% | +3 | New |
| Quilter Plc | 632,501 | – | – | +41,226+7.0% | Added |
| Strengthening Families & Communities, LLC | 5,555 | – | – | +721+14.9% | Added |
