| Citizens National Bank Trust Department | 89 | $22.2K | 0.00% | +89 | New |
| ESL Trust Services, LLC | 87 | $21.7K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 86 | $21.5K | 0.00% | +33+62.3% | Added |
| Rossby Financial, LCC | 84 | $21.5K | 0.00% | +55+189.7% | Added |
| Activest Wealth Management | 85 | $21.2K | 0.00% | −13−13.3% | Reduced |
| Country Trust Bank | 85 | $21.2K | 0.00% | +77+962.5% | Added |
| Covestor Ltd | 83 | $21.0K | 0.01% | −47−36.2% | Reduced |
| Nalls Sherbakoff Group, LLC | 84 | $21.0K | 0.02% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 84 | $21.0K | 0.00% | +15+21.7% | Added |
| Aquatic Capital Management LLC | 83 | $20.7K | 0.00% | +83 | New |
| Swiss Re Ltd | 82 | $20.5K | 0.13% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 80 | $20.0K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 79 | $19.7K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 77 | $19.2K | 0.00% | +12+18.5% | Added |
| Asset Dedication, LLC | 76 | $19.0K | 0.00% | +3+4.1% | Added |
| Geneos Wealth Management Inc. | 76 | $19.0K | 0.00% | 00.0% | Unchanged |
| Curat Global, LLC | 29,254 | $18.9K | 0.02% | +29,122+22,062.1% | Added |
| Meeder Asset Management Inc | 74 | $18.5K | 0.00% | −15−16.9% | Reduced |
| Golden State Equity Partners | 74 | $18.5K | 0.00% | +74 | New |
| Graney & King, LLC | 73 | $18.3K | 0.01% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 71 | $17.7K | 0.00% | +71 | New |
| Wilkerson Advisory Group LLC | 70 | $17.5K | 0.01% | +29+70.7% | Added |
| Park Place Capital Corp | 69 | $17.2K | 0.00% | 00.0% | Unchanged |
| Teachers Insurance & Annuity Association of America | 68 | $17.0K | 0.02% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 66 | $16.5K | 0.00% | +1+1.5% | Added |
| Signature Equity Partners, LLC | 65 | $16.2K | 0.01% | −6−8.5% | Reduced |
| Grove Bank & Trust | 65 | $16.2K | 0.00% | +1+1.6% | Added |
| Axiom Investment Management LLC | 64 | $16.0K | 0.01% | +64 | New |
| WPG Advisers, LLC | 63 | $15.7K | 0.01% | +4+6.8% | Added |
| Vermillion Wealth Management, Inc. | 62 | $15.5K | 0.01% | +13+26.5% | Added |
| Cornerstone Planning Group LLC | 59 | $15.3K | 0.00% | +31+110.7% | Added |
| Vanguard National Trust Co | 61 | $15.2K | 0.00% | +61 | New |
| Roble, Belko & Company, Inc | 61 | $15.0K | 0.00% | +23+60.5% | Added |
| Timothy G. Youngquist 2020 Irrevocable Trust | 60 | $15.0K | 0.01% | +60 | New |
| Fortitude Family Office, LLC | 59 | $14.7K | 0.00% | −8−11.9% | Reduced |
| Holos Integrated Wealth LLC | 55 | $14.1K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 57 | $14.0K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 56 | $14.0K | 0.01% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 55 | $13.7K | 0.00% | +16+41.0% | Added |
| Ares Financial Consulting, LLC | 53 | $13.6K | 0.01% | 00.0% | Unchanged |
| SHP Wealth Management | 54 | $13.4K | 0.00% | +19+54.3% | Added |
| Creative Financial Designs Inc | 53 | $13.2K | 0.00% | −2−3.6% | Reduced |
| Heritage Wealth Advisors | 53 | $13.2K | 0.00% | +31+140.9% | Added |
| Kemnay Advisory Services Inc. | 52 | $13.0K | 0.00% | −7−11.9% | Reduced |
| Evelyn Partners Investment Management LLP | 52 | $13.0K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 51 | $12.7K | 0.00% | +51 | New |
| Truvestments Capital LLC | 51 | $12.7K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 50 | $12.5K | 0.01% | −7−12.3% | Reduced |
| Vision Retirement, LLC | 50 | $12.5K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 49 | $12.2K | 0.00% | +10+25.6% | Added |
| Estabrook Capital Management | 48 | $12.0K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 47 | $11.6K | 0.01% | +7+17.5% | Added |
| Gleason Group, Inc. | 45 | $11.3K | 0.00% | 00.0% | Unchanged |
| Maseco LLP | 44 | $11.0K | 0.00% | −45−50.6% | Reduced |
| Central Trust Co | 44 | $11.0K | 0.00% | −1−2.2% | Reduced |
| JPL Wealth Management, LLC | 44 | $11.0K | 0.00% | +44 | New |
| North Star Investment Management Corp. | 44 | $11.0K | 0.00% | +9+25.7% | Added |
| Hilton Head Capital Partners, LLC | 44 | $10.9K | 0.01% | 00.0% | Unchanged |
| First Pacific Financial | 43 | $10.7K | 0.00% | +43 | New |
| Prestige Wealth Management Group LLC | 42 | $10.5K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 42 | $10.5K | 0.01% | +42 | New |
| Innovative Asset Advisors Group, LLC | 42 | $10.5K | 0.01% | +42 | New |
| Westside Investment Management, Inc. | 42 | $10.5K | 0.00% | −4−8.7% | Reduced |
| Flagship Wealth Advisors, LLC | 50 | $10.5K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 42 | $10.4K | 0.00% | +5+13.5% | Added |
| Nemes Rush Group LLC | 41 | $10.2K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 39 | $9.75K | 0.01% | 00.0% | Unchanged |
| Financial Consulate, Inc | 39 | $9.74K | 0.00% | +2+5.4% | Added |
| Hollencrest Capital Management | 38 | $9.50K | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 40 | $9.49K | 0.00% | +32+400.0% | Added |
| Global Trust Asset Management, LLC | 37 | $9.25K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 37 | $9.25K | 0.01% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 36 | $9.03K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 38 | $9.00K | 0.00% | +2+5.6% | Added |
| Blue Bell Private Wealth Management, LLC | 35 | $8.75K | 0.00% | −1,016−96.7% | Reduced |
| TFC Financial Management | 35 | $8.75K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 34 | $8.50K | 0.00% | +5+17.2% | Added |
| Joseph Group Capital Management | 34 | $8.50K | 0.00% | +34 | New |
| Triumph Capital Management | 32 | $8.00K | 0.00% | −8−20.0% | Reduced |
| Trust Co of Toledo NA | 32 | $8.00K | 0.00% | +2+6.7% | Added |
| Cornerstone Financial Management LLC | 32 | $8.00K | 0.01% | +4+14.3% | Added |
| Horizon Financial Services, LLC | 32 | $8.00K | 0.00% | +11+52.4% | Added |
| Financial Network Wealth Advisors LLC | 31 | $7.77K | 0.01% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 31 | $7.75K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 30 | $7.51K | 0.00% | +3+11.1% | Added |
| Strategic Investment Solutions, Inc. | 30 | $7.50K | 0.00% | −5−14.3% | Reduced |
| City State Bank | 30 | $7.50K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 30 | $7.37K | 0.01% | −4−11.8% | Reduced |
| Community Financial Services Group, LLC | 28 | $7.17K | 0.00% | +28 | New |
| Clear Street Markets LLC | 28 | $7.00K | 0.00% | −227−89.0% | Reduced |
| Aspect Partners, LLC | 28 | $7.00K | 0.00% | +1+3.7% | Added |
| Addison Advisors LLC | 27 | $6.75K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 26 | $6.55K | 0.00% | +3+13.0% | Added |
| Jackson, Grant Investment Advisers, Inc. | 26 | $6.50K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 26 | $6.50K | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 26 | $6.50K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 26 | $6.50K | 0.00% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 26 | $6.50K | 0.00% | +26 | New |
| DiNuzzo Private Wealth, Inc. | 25 | $6.25K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 25 | $6.25K | 0.00% | 00.0% | Unchanged |