| Farther Finance Advisors, LLC | 354 | $64.1K | 0.00% | +66+22.9% | Added |
| SRS Capital Advisors, Inc. | 313 | $56.7K | 0.00% | −18−5.4% | Reduced |
| Sunbelt Securities, Inc. | 294 | $52.8K | 0.00% | +21+7.7% | Added |
| Montag A & Associates Inc | 286 | $51.8K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 270 | $48.2K | 0.00% | +30+12.5% | Added |
| Team Financial Group, LLC | 261 | $47.3K | 0.02% | +261 | New |
| Federated Hermes, Inc. | 249 | $45.1K | 0.00% | −9−3.5% | Reduced |
| WealthCollab, LLC | 226 | $40.9K | 0.02% | +11+5.1% | Added |
| Manchester Capital Management LLC | 214 | $38.8K | 0.01% | −1−0.5% | Reduced |
| Deseret Mutual Benefit Administrators | 209 | $37.9K | 0.02% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 203 | $37.0K | 0.02% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 204 | $37.0K | 0.02% | +3+1.5% | Added |
| Huntington National Bank | 204 | $37.0K | 0.00% | +144+240.0% | Added |
| Quarry LP | 202 | $36.6K | 0.01% | −342−62.9% | Reduced |
| First Horizon Advisors, Inc. | 188 | $34.1K | 0.00% | +146+347.6% | Added |
| MUFG Securities EMEA plc | 173 | $31.3K | 0.00% | +173 | New |
| Clearstead Advisors, LLC | 165 | $29.9K | 0.00% | −125−43.1% | Reduced |
| Smithfield Trust Co | 155 | $29.0K | 0.00% | 00.0% | Unchanged |
| Onefund, LLC | 162 | $29.0K | 0.02% | +162 | New |
| Steward Partners Investment Advisory, LLC | 159 | $28.8K | 0.00% | +46+40.7% | Added |
| GeoWealth Management, LLC | 148 | $26.8K | 0.00% | −151−50.5% | Reduced |
| Headlands Technologies LLC | 124 | $22.5K | 0.00% | +124 | New |
| Bayforest Capital Ltd | 123 | $22.3K | 0.01% | −4,179−97.1% | Reduced |
| Hemington Wealth Management | 123 | $22.0K | 0.00% | +4+3.4% | Added |
| Caitong International Asset Management Co., Ltd | 112 | $20.3K | 0.01% | −471−80.8% | Reduced |
| Parkside Financial Bank & Trust | 107 | $19.4K | 0.00% | +11+11.5% | Added |
| Geneos Wealth Management Inc. | 97 | $17.6K | 0.00% | +40+70.2% | Added |
| Brown, Lisle/Cummings, Inc. | 95 | $17.2K | 0.00% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 90 | $16.0K | 0.01% | +90 | New |
| TCTC Holdings, LLC | 88 | $15.9K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 84 | $15.2K | 0.00% | +81+2,700.0% | Added |
| Harbor Capital Advisors, Inc. | 75 | $14.0K | 0.00% | +21+38.9% | Added |
| Massmutual Trust Co FSB | 75 | $13.6K | 0.00% | +15+25.0% | Added |
| Park Square Financial Group, LLC | 75 | $13.6K | 0.01% | +15+25.0% | Added |
| Private Trust Co NA | 70 | $12.7K | 0.00% | −7−9.1% | Reduced |
| Hillsdale Investment Management Inc. | 70 | $12.7K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 69 | $12.5K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 69 | $12.5K | 0.00% | 00.0% | Unchanged |
| Kiker Wealth Management, LLC | 67 | $12.1K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 63 | $11.4K | 0.00% | +1+1.6% | Added |
| Harbour Investments, Inc. | 61 | $11.1K | 0.00% | +1+1.7% | Added |
| Bell Investment Advisors, Inc | 61 | $11.1K | 0.00% | +14+29.8% | Added |
| Louisbourg Investments Inc. | 60 | $10.9K | 0.00% | +35+140.0% | Added |
| Atlantic Trust, LLC | 57 | $10.3K | 0.00% | +33+137.5% | Added |
| Valley National Advisers Inc | 59 | $10.0K | 0.00% | +1+1.7% | Added |
| Richardson Financial Services Inc. | 50 | $9.45K | 0.01% | 00.0% | Unchanged |
| Safe Harbor Fiduciary, LLC | 52 | $9.42K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 51 | $9.24K | 0.00% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 50 | $9.06K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 47 | $9.00K | 0.00% | −5−9.6% | Reduced |
| Anchor Investment Management, LLC | 47 | $8.54K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 47 | $8.51K | 0.01% | +2+4.4% | Added |
| Fortitude Family Office, LLC | 46 | $8.33K | 0.00% | +14+43.8% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 44 | $7.97K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 39 | $7.07K | 0.00% | −120−75.5% | Reduced |
| Central Trust Co | 39 | $7.07K | 0.00% | +10+34.5% | Added |
| Pandora Wealth, Inc. | 38 | $6.88K | 0.00% | +38 | New |
| Bryn Mawr Trust Co | 33 | $5.98K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 33 | $5.98K | 0.00% | +23+230.0% | Added |
| ORG Partners LLC | 31 | $5.85K | 0.00% | +31 | New |
| Golden State Wealth Management, LLC | 32 | $5.80K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 32 | $5.80K | 0.00% | +10+45.5% | Added |
| SBI Securities Co., Ltd. | 30 | $5.43K | 0.00% | −24−44.4% | Reduced |
| True Wealth Design, LLC | 29 | $5.25K | 0.00% | −209−87.8% | Reduced |
| UMA Financial Services, Inc. | 29 | $5.25K | 0.00% | +21+262.5% | Added |
| Avion Wealth | 28 | $5.00K | 0.00% | +1+3.7% | Added |
| Dogwood Wealth Management LLC | 25 | $4.56K | 0.00% | +25 | New |
| WealthTrak Capital Management LLC | 24 | $4.35K | 0.00% | +3+14.3% | Added |
| Larson Financial Group LLC | 24 | $4.35K | 0.00% | +22+1,100.0% | Added |
| Investors Research Corp | 23 | $4.17K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 25 | $4.00K | 0.00% | −468−94.9% | Reduced |
| Hantz Financial Services, Inc. | 22 | $4.00K | 0.00% | +21+2,100.0% | Added |
| Catherine Avery Investment Management LLC | 21 | $3.80K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 20 | $3.62K | 0.00% | +16+400.0% | Added |
| Sierra Ocean, LLC | 19 | $3.45K | 0.00% | −28−59.6% | Reduced |
| DiNuzzo Private Wealth, Inc. | 17 | $3.08K | 0.00% | −1−5.6% | Reduced |
| GW&K Investment Management, LLC | 16 | $3.00K | 0.00% | +6+60.0% | Added |
| Twin Peaks Wealth Advisors, LLC | 17 | $2.98K | 0.00% | +17 | New |
| Sachetta, LLC | 16 | $2.90K | 0.00% | +7+77.8% | Added |
| TFC Financial Management | 16 | $2.90K | 0.00% | +13+433.3% | Added |
| Ronald Blue Trust, Inc. | 16 | $2.90K | 0.00% | +6+60.0% | Added |
| Mark Sheptoff Financial Planning, LLC | 16 | $2.90K | 0.00% | +16 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 15 | $2.72K | 0.00% | +5+50.0% | Added |
| Truvestments Capital LLC | 14 | $2.54K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 14 | $2.54K | 0.00% | +3+27.3% | Added |
| Howard Hughes Medical Institute | 12 | $2.17K | 0.00% | +12 | New |
| CVA Family Office, LLC | 12 | $2.17K | 0.00% | +12 | New |
| Ogorek Anthony Joseph | 14 | $2.00K | 0.00% | +4+40.0% | Added |
| SJS Investment Consulting Inc. | 10 | $1.81K | 0.00% | −7−41.2% | Reduced |
| Colonial Trust Co | 10 | $1.81K | 0.00% | +2+25.0% | Added |
| Binnacle Investments Inc | 10 | $1.81K | 0.00% | +6+150.0% | Added |
| Rakuten Securities, Inc. | 9 | $1.63K | 0.00% | −23−71.9% | Reduced |
| Rossby Financial, LCC | 8 | $1.45K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 7 | $1.27K | 0.00% | −1−12.5% | Reduced |
| Spire Wealth Management | 7 | $1.27K | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 7 | $1.27K | 0.00% | +4+133.3% | Added |
| NewSquare Capital LLC | 7 | $1.27K | 0.00% | +5+250.0% | Added |
| Ameritas Advisory Services, LLC | 6 | $1.09K | 0.00% | +6 | New |
| Kestra Investment Management, LLC | 6 | $1.09K | 0.00% | +6 | New |
| Picton Mahoney Asset Management | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
