| Rosenberg Matthew Hamilton | 1,061 | $63.1K | 0.02% | 00.0% | Unchanged |
| ING Groep NV | 1,018 | $60.6K | 0.00% | +1,018 | New |
| Allworth Financial LP | 840 | $50.0K | 0.00% | +68+8.8% | Added |
| Sentry Investment Management LLC | 798 | $47.0K | 0.02% | +798 | New |
| American State Bank (Iowa) | 760 | $45.2K | 0.03% | 00.0% | Unchanged |
| Huntington National Bank | 755 | $44.9K | 0.00% | −95−11.2% | Reduced |
| Massmutual Trust Co FSB | 732 | $43.5K | 0.00% | +139+23.4% | Added |
| Eagle Bay Advisors LLC | 698 | $41.5K | 0.02% | +288+70.2% | Added |
| Capstone Investment Advisors, LLC | 657 | $39.1K | 0.00% | +657 | New |
| Silvant Capital Management LLC | 614 | $37.1K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 608 | $36.7K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 591 | $35.2K | 0.01% | −1,211−67.2% | Reduced |
| Farther Finance Advisors, LLC | 552 | $32.8K | 0.01% | +291+111.5% | Added |
| Harbour Investments, Inc. | 545 | $32.4K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 506 | $30.1K | 0.00% | −52−9.3% | Reduced |
| EverSource Wealth Advisors, LLC | 500 | $29.7K | 0.00% | −11−2.2% | Reduced |
| Capital Analysts, LLC | 443 | $26.0K | 0.00% | −62−12.3% | Reduced |
| Lindbrook Capital, LLC | 435 | $25.9K | 0.00% | +103+31.0% | Added |
| Umb Bank N A | 398 | $23.7K | 0.00% | +166+71.6% | Added |
| Quent Capital, LLC | 386 | $23.0K | 0.00% | +23+6.3% | Added |
| Plante Moran Financial Advisors, LLC | 374 | $22.2K | 0.00% | +374 | New |
| Armstrong Advisory Group, Inc | 365 | $21.7K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 365 | $21.7K | 0.01% | +105+40.4% | Added |
| Front Row Advisors LLC | 354 | $21.4K | 0.01% | +166+88.3% | Added |
| MV Capital Management, Inc. | 339 | $20.2K | 0.00% | −4,142−92.4% | Reduced |
| Cambridge Trust Co | 312 | $18.6K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 300 | $18.0K | 0.01% | 00.0% | Unchanged |
| First Pacific Financial | 301 | $17.9K | 0.01% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 291 | $17.3K | 0.00% | +291 | New |
| Spire Wealth Management | 280 | $16.6K | 0.00% | −168−37.5% | Reduced |
| Central Trust Co | 265 | $15.8K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 264 | $15.7K | 0.00% | +264 | New |
| GWM Advisors LLC | 258 | $15.4K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 257 | $15.3K | 0.00% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 260 | $15.0K | 0.01% | +60+30.0% | Added |
| Beacon Capital Management, LLC | 260 | $15.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 250 | $14.9K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 258 | $13.8K | 0.00% | −414−61.6% | Reduced |
| Itau Unibanco Holding S.A. | 215 | $12.8K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 200 | $11.9K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 209 | $11.5K | 0.00% | −65−23.7% | Reduced |
| Sutton Wealth Advisors Inc. | 182 | $10.8K | 0.01% | +12+7.1% | Added |
| Desjardins Global Asset Management Inc. | 182 | $10.8K | 0.00% | −2,680−93.6% | Reduced |
| Salomon & Ludwin, LLC | 166 | $9.87K | 0.00% | +166 | New |
| Private Trust Co NA | 153 | $9.10K | 0.00% | −121−44.2% | Reduced |
| Salem Investment Counselors Inc | 150 | $9.07K | 0.00% | +150 | New |
| Capital Advisors, Ltd. LLC | 143 | $9.00K | 0.00% | 00.0% | Unchanged |
| National Pension Service | 149 | $8.60K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 126 | $7.52K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 120 | $7.14K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 120 | $7.14K | 0.00% | +14+13.2% | Added |
| Harvest Fund Management Co., Ltd | 114 | $7.00K | 0.00% | +114 | New |
| SRS Capital Advisors, Inc. | 114 | $6.80K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 113 | $6.72K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 111 | $6.60K | 0.00% | +111 | New |
| Geneos Wealth Management Inc. | 109 | $6.48K | 0.00% | +14+14.7% | Added |
| Steward Partners Investment Advisory, LLC | 105 | $6.25K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 104 | $6.19K | 0.01% | +104 | New |
| FinTrust Capital Advisors, LLC | 103 | $6.13K | 0.00% | +84+442.1% | Added |
| NBC Securities, Inc. | 101 | $6.00K | 0.00% | +101 | New |
| Barrett & Company, Inc. | 100 | $5.95K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 94 | $5.59K | 0.00% | −15−13.8% | Reduced |
| Farmers & Merchants Investments Inc | 90 | $5.35K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 83 | $4.92K | 0.00% | +68+453.3% | Added |
| Bell Investment Advisors, Inc | 81 | $4.82K | 0.00% | −54−40.0% | Reduced |
| Manchester Capital Management LLC | 78 | $4.64K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 75 | $4.46K | 0.00% | −220−74.6% | Reduced |
| Atlantic Trust, LLC | 69 | $4.11K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 55 | $3.27K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 55 | $3.00K | 0.00% | −20−26.7% | Reduced |
| GW&K Investment Management, LLC | 44 | $3.00K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 50 | $2.97K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 50 | $2.97K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 48 | $2.86K | 0.00% | +43+860.0% | Added |
| IFP Advisors, Inc | 45 | $2.68K | 0.00% | −59−56.7% | Reduced |
| JJJ Advisors Inc. | 42 | $2.50K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 42 | $2.48K | 0.00% | +1+2.4% | Added |
| Boyd Watterson Asset Management LLC | 41 | $2.44K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 40 | $2.38K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 38 | $2.26K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 37 | $2.20K | 0.00% | +11+42.3% | Added |
| Sunbelt Securities, Inc. | 36 | $2.14K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 34 | $2.02K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 32 | $1.90K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 30 | $1.80K | 0.00% | +10+50.0% | Added |
| Wolff Wiese Magana LLC | 30 | $1.78K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 29 | $1.73K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 22 | $1.33K | 0.00% | +22 | New |
| Versant Capital Management, Inc | 17 | $1.01K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 17 | $1.00K | 0.00% | +8+88.9% | Added |
| Valley National Advisers Inc | 15 | $1.00K | 0.00% | +15 | New |
| Bogart Wealth, LLC | 15 | $892 | 0.00% | −16−51.6% | Reduced |
| Perkins Coie Trust Co | 9 | $535 | 0.00% | +9 | New |
| Jones Financial Companies LLLP | 6 | $357 | 0.00% | +6 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6 | $356 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 3 | $161 | 0.00% | −20−87.0% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 1 | $59 | 0.00% | +1 | New |
| TSFG, LLC | 3 | – | – | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Aew Capital Management L P | 0 | $0 | 0.00% | −751,354−100.0% | Sold out |
