| Spire Wealth Management | 1,039 | $21.9K | 0.00% | +1,039 | New |
| Whittier Trust Co of Nevada Inc | 1,023 | $21.5K | 0.00% | +1,023 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,011 | $21.3K | 0.00% | +145+16.7% | Added |
| Mechanics Financial Corp | 972 | $20.4K | 0.01% | +972 | New |
| Federated Hermes, Inc. | 949 | $20.0K | 0.00% | −49,884−98.1% | Reduced |
| Studio Investment Management LLC | 948 | $19.9K | 0.00% | −366−27.9% | Reduced |
| Anchor Investment Management, LLC | 925 | $19.5K | 0.00% | −68−6.8% | Reduced |
| Glen Eagle Advisors, LLC | 915 | $19.2K | 0.00% | −168−15.5% | Reduced |
| R Squared Ltd | 900 | $18.9K | 0.02% | +900 | New |
| Crews Bank & Trust | 852 | $17.9K | 0.00% | +852 | New |
| SRS Capital Advisors, Inc. | 849 | $17.9K | 0.00% | −29−3.3% | Reduced |
| Signaturefd, LLC | 848 | $17.8K | 0.00% | −165−16.3% | Reduced |
| Menard Financial Group LLC | 798 | $16.8K | 0.01% | +798 | New |
| Tower Research Capital LLC (TRC) | 790 | $16.6K | 0.00% | −3,933−83.3% | Reduced |
| Quent Capital, LLC | 789 | $16.6K | 0.00% | +789 | New |
| Vista Private Wealth Partners. LLC | 750 | $15.8K | 0.01% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 731 | $15.4K | 0.01% | −18−2.4% | Reduced |
| Ramirez Asset Management, Inc. | 700 | $14.7K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 682 | $14.3K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 667 | $14.0K | 0.00% | +509+322.2% | Added |
| First Command Advisory Services, Inc. | 656 | $13.8K | 0.00% | +656 | New |
| Nomura Asset Management Co Ltd | 650 | $13.7K | 0.00% | −1,736−72.8% | Reduced |
| North Star Investment Management Corp. | 650 | $13.7K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 628 | $13.2K | 0.00% | +628 | New |
| TD Waterhouse Canada Inc. | 603 | $12.7K | 0.00% | +603 | New |
| Evermay Wealth Management LLC | 600 | $12.6K | 0.00% | −1,380−69.7% | Reduced |
| Natixis | 578 | $12.2K | 0.00% | +578 | New |
| Evolution Advisers, Inc. | 600 | $12.0K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 540 | $11.4K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 535 | $11.3K | 0.00% | −5,802−91.6% | Reduced |
| Proequities, Inc. | 471 | $10.9K | 0.00% | −1,068−69.4% | Reduced |
| Optimum Investment Advisors | 501 | $10.5K | 0.00% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 500 | $10.5K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 500 | $10.0K | 0.01% | +500 | New |
| Global Wealth Strategies & Associates | 465 | $9.78K | 0.00% | +465 | New |
| BankPlus Trust Department | 464 | $9.76K | 0.00% | +464 | New |
| Smartleaf Asset Management LLC | 425 | $9.48K | 0.00% | +425 | New |
| CoreCap Advisors, LLC | 439 | $9.23K | 0.00% | +439 | New |
| Wingate Wealth Advisors, Inc. | 434 | $9.13K | 0.01% | +434 | New |
| Ronald Blue Trust, Inc. | 432 | $9.09K | 0.00% | +432 | New |
| Parvin Asset Management, LLC | 431 | $9.06K | 0.01% | +431 | New |
| Covestor Ltd | 406 | $9.00K | 0.01% | +76+23.0% | Added |
| Beacon Capital Management, LLC | 424 | $8.92K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 396 | $8.33K | 0.00% | +396 | New |
| Atlas Capital Advisors LLC | 370 | $7.78K | 0.00% | −463−55.6% | Reduced |
| Massmutual Trust Co FSB | 363 | $7.63K | 0.00% | −17,467−98.0% | Reduced |
| Murphy & Mullick Capital Management Corp | 352 | $7.40K | 0.01% | +352 | New |
| LRI Investments, LLC | 313 | $6.58K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 304 | $6.39K | 0.00% | −5,274−94.6% | Reduced |
| Cromwell Holdings LLC | 291 | $6.12K | 0.00% | −32−9.9% | Reduced |
| Hanson & Doremus Investment Management | 303 | $6.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 274 | $5.76K | 0.00% | −7−2.5% | Reduced |
| Deseret Mutual Benefit Administrators | 260 | $5.47K | 0.00% | +260 | New |
| Oakworth Capital, Inc. | 257 | $5.41K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 256 | $5.38K | 0.00% | −14−5.2% | Reduced |
| Gen-Wealth Partners Inc | 256 | $5.38K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 239 | $5.03K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 236 | $4.96K | 0.00% | −4−1.7% | Reduced |
| DT Investment Partners, LLC | 218 | $4.58K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 215 | $4.52K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 207 | $4.35K | 0.00% | +207 | New |
| Old Second National Bank of Aurora | 200 | $4.21K | 0.00% | 00.0% | Unchanged |
| Longview Financial Advisors LLC | 187 | $3.93K | 0.00% | +187 | New |
| Continuum Advisory, LLC | 180 | $3.79K | 0.00% | −2−1.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 161 | $3.63K | 0.00% | −187,814−99.9% | Reduced |
| Richards, Merrill & Peterson, Inc. | 170 | $3.58K | 0.00% | +170 | New |
| Golden State Wealth Management, LLC | 158 | $3.32K | 0.00% | +158 | New |
| Community Bank, N.A. | 150 | $3.15K | 0.00% | +150 | New |
| Medallion Wealth Advisors, LLC | 170 | $3.09K | 0.00% | +170 | New |
| Lindbrook Capital, LLC | 143 | $3.01K | 0.00% | −38−21.0% | Reduced |
| AlphaMark Advisors, LLC | 125 | $3.00K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 140 | $2.94K | 0.00% | −1,099−88.7% | Reduced |
| GPS Wealth Strategies Group, LLC | 138 | $2.90K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 123 | $2.74K | 0.00% | +123 | New |
| McIlrath & Eck, LLC | 130 | $2.73K | 0.00% | 00.0% | Unchanged |
| Roxbury Financial LLC | 112 | $2.73K | 0.00% | +112 | New |
| SBI Securities Co., Ltd. | 127 | $2.67K | 0.00% | +127 | New |
| Union Savings Bank | 125 | $2.63K | 0.00% | +125 | New |
| Quadrant Capital Group LLC | 124 | $2.61K | 0.00% | −34−21.5% | Reduced |
| Missouri Trust & Investment Co | 120 | $2.52K | 0.00% | +120 | New |
| Larson Financial Group LLC | 119 | $2.50K | 0.00% | −41−25.6% | Reduced |
| Brown, Lisle/Cummings, Inc. | 110 | $2.31K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 108 | $2.27K | 0.00% | −126−53.8% | Reduced |
| Kozak & Associates, Inc. | 99 | $2.23K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 100 | $2.10K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 100 | $2.10K | 0.00% | +100 | New |
| Capital Analysts, LLC | 77 | $2.00K | 0.00% | −1,024−93.0% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 113 | $2.00K | 0.00% | −289−71.9% | Reduced |
| Hemington Wealth Management | 131 | $2.00K | 0.00% | −36−21.6% | Reduced |
| Rosenberg Matthew Hamilton | 94 | $1.98K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 93 | $1.96K | 0.00% | +93 | New |
| Geneos Wealth Management Inc. | 91 | $1.91K | 0.00% | +91 | New |
| PFG Private Wealth Management, LLC | 83 | $1.75K | 0.00% | −931−91.8% | Reduced |
| Asset Dedication, LLC | 80 | $1.68K | 0.00% | −160−66.7% | Reduced |
| First Financial Corp | 79 | $1.66K | 0.00% | +79 | New |
| Cherry Tree Wealth Management, LLC | 75 | $1.58K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 75 | $1.58K | 0.00% | −8,435−99.1% | Reduced |
| Minot DeBlois Advisors LLC | 75 | $1.58K | 0.00% | +75 | New |
| Caitong International Asset Management Co., Ltd | 67 | $1.41K | 0.00% | +67 | New |
| Ancora Advisors, LLC | 65 | $1.37K | 0.00% | −25,350−99.7% | Reduced |