| WealthCollab, LLC | 244 | $59.3K | 0.02% | −68−21.8% | Reduced |
| Ronald Blue Trust, Inc. | 244 | $59.3K | 0.00% | −65−21.0% | Reduced |
| Fideuram Asset Management (Ireland) dac | 234 | $58.5K | 0.00% | +234 | New |
| BankPlus Trust Department | 238 | $57.8K | 0.02% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 234 | $56.9K | 0.01% | +128+120.8% | Added |
| Spire Wealth Management | 231 | $56.0K | 0.00% | +4+1.8% | Added |
| Smithfield Trust Co | 235 | $56.0K | 0.00% | −82−25.9% | Reduced |
| Cape Investment Advisory, Inc. | 224 | $54.4K | 0.02% | +10+4.7% | Added |
| Activest Wealth Management | 222 | $53.9K | 0.01% | +197+788.0% | Added |
| TD Private Client Wealth LLC | 210 | $51.0K | 0.00% | +9+4.5% | Added |
| Rakuten Securities, Inc. | 200 | $48.6K | 0.02% | −4−2.0% | Reduced |
| SRS Capital Advisors, Inc. | 189 | $45.9K | 0.00% | −84,192−99.8% | Reduced |
| Global Retirement Partners, LLC | 187 | $45.5K | 0.00% | −268−58.9% | Reduced |
| Sentry Investment Management LLC | 185 | $45.0K | 0.03% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 176 | $42.8K | 0.02% | −4−2.2% | Reduced |
| Board of the Pension Protection Fund | 160 | $38.9K | 0.04% | +160 | New |
| SJS Investment Consulting Inc. | 158 | $38.4K | 0.00% | +88+125.7% | Added |
| Private Trust Co NA | 156 | $37.9K | 0.00% | −79−33.6% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 135 | $32.8K | 0.01% | +5+3.8% | Added |
| PenderFund Capital Management Ltd. | 135 | $32.8K | 0.01% | +13+10.7% | Added |
| Crewe Advisors LLC | 129 | $31.4K | 0.00% | +1+0.8% | Added |
| Sunbelt Securities, Inc. | 127 | $30.9K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 125 | $30.4K | 0.01% | −21−14.4% | Reduced |
| Concord Wealth Partners | 118 | $28.7K | 0.00% | 00.0% | Unchanged |
| DV Equities, LLC | 116 | $28.2K | 0.01% | +116 | New |
| SageView Advisory Group, LLC | 113 | $27.5K | 0.00% | +113 | New |
| Root Financial Partners, LLC | 109 | $26.5K | 0.00% | +6+5.8% | Added |
| Bernard Wealth Management Corp. | 100 | $24.3K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 100 | $24.3K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 99 | $24.1K | 0.00% | +97+4,850.0% | Added |
| Lloyd Advisory Services, LLC. | 98 | $23.9K | 0.01% | +98 | New |
| Generali Asset Management SPA SGR | 98 | $23.8K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 99 | $23.7K | 0.00% | −3−2.9% | Reduced |
| Citizens National Bank Trust Department | 97 | $23.6K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 96 | $23.3K | 0.00% | 00.0% | Unchanged |
| Meramec Financial Planners, LLC | 100 | $22.4K | 0.01% | +100 | New |
| Louisbourg Investments Inc. | 91 | $22.1K | 0.00% | 00.0% | Unchanged |
| Reflection Asset Management | 90 | $21.9K | 0.02% | +90 | New |
| MV Capital Management, Inc. | 84 | $20.4K | 0.00% | −1−1.2% | Reduced |
| Eagle Bay Advisors LLC | 83 | $20.0K | 0.01% | +83 | New |
| Covestor Ltd | 84 | $20.0K | 0.01% | −25−22.9% | Reduced |
| ORG Partners LLC | 78 | $18.9K | 0.00% | +3+4.0% | Added |
| Washington Trust Advisors, Inc. | 77 | $18.7K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 75 | $18.2K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 73 | $18.0K | 0.00% | +1+1.4% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 73 | $17.7K | 0.00% | −1−1.4% | Reduced |
| Zions Bancorporation, National Association | 72 | $17.5K | 0.00% | −205−74.0% | Reduced |
| Harbour Investments, Inc. | 72 | $17.5K | 0.00% | −22−23.4% | Reduced |
| Marquette Asset Management, LLC | 70 | $17.0K | 0.00% | +31+79.5% | Added |
| CVA Family Office, LLC | 65 | $15.8K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 64 | $15.5K | 0.00% | +16+33.3% | Added |
| Bell Investment Advisors, Inc | 63 | $15.3K | 0.00% | −57−47.5% | Reduced |
| Financial Management Professionals, Inc. | 60 | $14.6K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 59 | $14.3K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 57 | $13.8K | 0.01% | −90−61.2% | Reduced |
| Farmers & Merchants Investments Inc | 55 | $13.4K | 0.00% | +2+3.8% | Added |
| Kingdom Financial Group LLC. | 55 | $13.2K | 0.00% | +55 | New |
| Decker Retirement Planning Inc. | 53 | $12.9K | 0.01% | −16−23.2% | Reduced |
| Grove Bank & Trust | 50 | $12.1K | 0.00% | 00.0% | Unchanged |
| Midwest Capital Advisors, LLC | 50 | $12.1K | 0.01% | 00.0% | Unchanged |
| Family CFO Inc | 50 | $12.1K | 0.01% | +50 | New |
| TD Waterhouse Canada Inc. | 50 | $12.1K | 0.00% | −17−25.4% | Reduced |
| South State Corp. | 49 | $11.9K | 0.00% | −6−10.9% | Reduced |
| Prestige Wealth Management Group LLC | 48 | $11.7K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 44 | $10.7K | 0.00% | +44 | New |
| Bare Financial Services, Inc | 42 | $10.2K | 0.00% | +2+5.0% | Added |
| Aspect Partners, LLC | 41 | $9.96K | 0.00% | +1+2.5% | Added |
| Sachetta, LLC | 40 | $9.72K | 0.01% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 40 | $9.72K | 0.01% | +40 | New |
| First Pacific Financial | 36 | $8.75K | 0.00% | +12+50.0% | Added |
| Oakworth Capital, Inc. | 36 | $8.75K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 35 | $8.50K | 0.00% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 34 | $8.26K | 0.00% | +34 | New |
| Hughes Financial Services, LLC | 33 | $8.02K | 0.00% | +10+43.5% | Added |
| Rational Advisors LLC | 32 | $7.77K | 0.00% | +5+18.5% | Added |
| Abound Wealth Management | 31 | $7.49K | 0.00% | +8+34.8% | Added |
| Private Wealth Management Group, LLC | 26 | $6.32K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 26 | $6.32K | 0.00% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 25 | $6.13K | 0.00% | +25 | New |
| Kilter Group LLC | 25 | $6.07K | 0.00% | +3+13.6% | Added |
| Vermillion & White Wealth Management Group, LLC | 25 | $6.07K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 27 | $6.00K | 0.00% | −6−18.2% | Reduced |
| McIlrath & Eck, LLC | 24 | $5.83K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 23 | $5.59K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 23 | $5.59K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 22 | $5.45K | 0.00% | +4+22.2% | Added |
| WPG Advisers, LLC | 22 | $5.34K | 0.00% | −9−29.0% | Reduced |
| C M Bidwell & Associates Ltd | 22 | $5.34K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 22 | $5.34K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 22 | $5.34K | 0.00% | +21+2,100.0% | Added |
| Tucker Asset Management LLC | 22 | $5.34K | 0.00% | +22 | New |
| Tompkins Financial Corp | 20 | $4.86K | 0.00% | +20 | New |
| Hartford Financial Management Inc. | 19 | $4.62K | 0.00% | +3+18.8% | Added |
| Harbor Investment Advisory, LLC | 19 | $4.62K | 0.00% | +4+26.7% | Added |
| Strategic Advocates LLC | 18 | $4.43K | 0.00% | +9+100.0% | Added |
| Howard Hughes Medical Institute | 18 | $4.37K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 18 | $4.37K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 16 | $3.89K | 0.00% | +1+6.7% | Added |
| Wealth Watch Advisors, INC | 16 | $3.89K | 0.00% | +15+1,500.0% | Added |
| Independence Bank of Kentucky | 16 | $3.89K | 0.00% | +16 | New |
