| Whittier Trust Co | 360 | $67.6K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 331 | $62.2K | 0.00% | +200+152.7% | Added |
| MAI Capital Management | 330 | $62.0K | 0.00% | −8−2.4% | Reduced |
| GeoWealth Management, LLC | 299 | $56.2K | 0.00% | −37−11.0% | Reduced |
| EverSource Wealth Advisors, LLC | 299 | $56.2K | 0.00% | +212+243.7% | Added |
| Clearstead Advisors, LLC | 290 | $54.5K | 0.00% | +171+143.7% | Added |
| Farther Finance Advisors, LLC | 288 | $54.1K | 0.00% | +34+13.4% | Added |
| Montag A & Associates Inc | 286 | $53.7K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 273 | $51.3K | 0.00% | −21−7.1% | Reduced |
| Federated Hermes, Inc. | 258 | $48.5K | 0.00% | +122+89.7% | Added |
| Campbell Capital Management Inc | 254 | $47.7K | 0.03% | 00.0% | Unchanged |
| True Wealth Design, LLC | 238 | $44.7K | 0.02% | +49+25.9% | Added |
| Jones Financial Companies LLLP | 240 | $44.7K | 0.00% | −38−13.7% | Reduced |
| WealthCollab, LLC | 215 | $40.4K | 0.03% | +6+2.9% | Added |
| Manchester Capital Management LLC | 215 | $40.4K | 0.00% | +9+4.4% | Added |
| Deseret Mutual Benefit Administrators | 209 | $39.3K | 0.02% | 00.0% | Unchanged |
| Umb Bank N A | 203 | $38.1K | 0.00% | +67+49.3% | Added |
| Cromwell Holdings LLC | 201 | $37.8K | 0.02% | +4+2.0% | Added |
| Mather Group, LLC. | 187 | $35.1K | 0.00% | −63−25.2% | Reduced |
| Sentry Investment Management LLC | 203 | $35.0K | 0.02% | +203 | New |
| Northwestern Mutual Wealth Management Co | 181 | $34.0K | 0.00% | −91−33.5% | Reduced |
| Smithfield Trust Co | 155 | $31.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 161 | $30.3K | 0.00% | −18−10.1% | Reduced |
| Zions Bancorporation, National Association | 159 | $29.9K | 0.00% | +159 | New |
| Hemington Wealth Management | 119 | $22.0K | 0.00% | +24+25.3% | Added |
| Steward Partners Investment Advisory, LLC | 113 | $21.2K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 96 | $18.0K | 0.00% | −9−8.6% | Reduced |
| Brown, Lisle/Cummings, Inc. | 95 | $17.9K | 0.01% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 88 | $16.5K | 0.00% | +17+23.9% | Added |
| LRI Investments, LLC | 84 | $15.8K | 0.00% | −192−69.6% | Reduced |
| Private Trust Co NA | 77 | $14.5K | 0.00% | +72+1,440.0% | Added |
| Cullen/Frost Bankers, Inc. | 77 | $14.5K | 0.00% | +77 | New |
| Washington Trust Co | 75 | $14.1K | 0.00% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 75 | $14.0K | 0.00% | +75 | New |
| Hillsdale Investment Management Inc. | 70 | $13.2K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 69 | $13.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 69 | $13.0K | 0.00% | 00.0% | Unchanged |
| Kiker Wealth Management, LLC | 67 | $12.6K | 0.01% | +67 | New |
| MV Capital Management, Inc. | 62 | $11.7K | 0.00% | +1+1.6% | Added |
| Huntington National Bank | 60 | $11.3K | 0.00% | −220−78.6% | Reduced |
| Harbour Investments, Inc. | 60 | $11.3K | 0.00% | −6−9.1% | Reduced |
| Massmutual Trust Co FSB | 60 | $11.3K | 0.00% | +6+11.1% | Added |
| Park Square Financial Group, LLC | 60 | $11.3K | 0.01% | +11+22.4% | Added |
| Loomis Sayles & Co L P | 57 | $11.0K | 0.00% | −3−5.0% | Reduced |
| Geneos Wealth Management Inc. | 57 | $10.7K | 0.00% | +31+119.2% | Added |
| Legacy Wealth Managment, LLC | 55 | $10.3K | 0.01% | +55 | New |
| SBI Securities Co., Ltd. | 54 | $10.1K | 0.00% | +30+125.0% | Added |
| Harbor Capital Advisors, Inc. | 54 | $10.0K | 0.00% | −52−49.1% | Reduced |
| Valley National Advisers Inc | 58 | $10.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 52 | $10.0K | 0.00% | 00.0% | Unchanged |
| Safe Harbor Fiduciary, LLC | 52 | $9.77K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 51 | $9.58K | 0.00% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 50 | $9.39K | 0.01% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 50 | $9.39K | 0.01% | +18+56.3% | Added |
| Anchor Investment Management, LLC | 47 | $8.85K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 47 | $8.84K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 47 | $8.83K | 0.00% | +9+23.7% | Added |
| WPG Advisers, LLC | 45 | $8.46K | 0.01% | +31+221.4% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 44 | $8.27K | 0.00% | +44 | New |
| First Horizon Advisors, Inc. | 42 | $7.90K | 0.00% | −48−53.3% | Reduced |
| BOK Financial Private Wealth, Inc. | 38 | $7.14K | 0.00% | +38 | New |
| Bryn Mawr Trust Co | 33 | $6.20K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 32 | $6.01K | 0.00% | −2−5.9% | Reduced |
| Golden State Wealth Management, LLC | 32 | $6.01K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 32 | $6.01K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 29 | $5.45K | 0.00% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 25 | $4.70K | 0.00% | +25 | New |
| Atlantic Trust, LLC | 24 | $4.51K | 0.00% | +24 | New |
| Investors Research Corp | 23 | $4.32K | 0.00% | 00.0% | Unchanged |
| Saudi Central Bank | 23 | $4.32K | 0.02% | +23 | New |
| Private Wealth Management Group, LLC | 22 | $4.13K | 0.00% | −14−38.9% | Reduced |
| Avion Wealth | 27 | $4.00K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 21 | $3.95K | 0.00% | −37−63.8% | Reduced |
| Catherine Avery Investment Management LLC | 21 | $3.95K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 18 | $3.38K | 0.00% | +1+5.9% | Added |
| Cherry Tree Wealth Management, LLC | 18 | $3.38K | 0.00% | +18 | New |
| SJS Investment Consulting Inc. | 17 | $3.19K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 14 | $2.72K | 0.00% | −2−12.5% | Reduced |
| Truvestments Capital LLC | 14 | $2.63K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 11 | $2.07K | 0.00% | +4+57.1% | Added |
| GW&K Investment Management, LLC | 10 | $2.00K | 0.00% | −4−28.6% | Reduced |
| Rothschild Investment LLC | 10 | $1.88K | 0.00% | −6−37.5% | Reduced |
| Ronald Blue Trust, Inc. | 10 | $1.88K | 0.00% | −1−9.1% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 10 | $1.88K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 10 | $1.88K | 0.00% | +6+150.0% | Added |
| Sachetta, LLC | 9 | $1.69K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 8 | $1.50K | 0.00% | +8 | New |
| Rialto Wealth Management, LLC | 8 | $1.50K | 0.00% | +8 | New |
| Colonial Trust Co | 8 | $1.50K | 0.00% | −39−83.0% | Reduced |
| Grove Bank & Trust | 8 | $1.50K | 0.00% | +8 | New |
| Rossby Financial, LCC | 8 | $1.37K | 0.00% | +8 | New |
| Spire Wealth Management | 7 | $1.31K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 6 | $1.13K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 10 | $1.00K | 0.00% | +10 | New |
| Highline Wealth Partners LLC | 5 | $942 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 5 | $940 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 4 | $752 | 0.00% | −18−81.8% | Reduced |
| Bruce G. Allen Investments, LLC | 4 | $752 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 4 | $752 | 0.00% | +2+100.0% | Added |
