| Grove Bank & Trust | 774 | $97.2K | 0.02% | −5−0.6% | Reduced |
| Desjardins Global Asset Management Inc. | 743 | $93.3K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 719 | $90.3K | 0.00% | −203−22.0% | Reduced |
| Lee Financial Co | 711 | $89.3K | 0.02% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 650 | $81.7K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 640 | $80.4K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 600 | $75.4K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 600 | $75.4K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 565 | $73.0K | 0.00% | −2,467−81.4% | Reduced |
| Trust Co of Vermont | 573 | $72.0K | 0.00% | +233+68.5% | Added |
| EverSource Wealth Advisors, LLC | 567 | $71.2K | 0.01% | +257+82.9% | Added |
| Bartlett & Co. LLC | 530 | $67.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 530 | $66.6K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 530 | $66.6K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 522 | $65.6K | 0.02% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 441 | $55.4K | 0.00% | +62+16.4% | Added |
| Pinnacle Bancorp, Inc. | 435 | $54.6K | 0.02% | 00.0% | Unchanged |
| Alta Advisers Ltd | 400 | $50.2K | 0.03% | 00.0% | Unchanged |
| TSFG, LLC | 355 | $45.0K | 0.02% | +355 | New |
| Stonebridge Capital Advisors LLC | 350 | $44.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 325 | $40.8K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 313 | $38.6K | 0.03% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 300 | $37.7K | 0.02% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 300 | $37.7K | 0.02% | +100+50.0% | Added |
| ZRC Wealth Management, LLC | 295 | $37.1K | 0.03% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 257 | $32.3K | 0.00% | −21−7.6% | Reduced |
| Aspire Private Capital, LLC | 214 | $26.9K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 202 | $25.4K | 0.00% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 200 | $25.1K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 200 | $25.1K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 200 | $25.1K | 0.02% | 00.0% | Unchanged |
| Emfo, LLC | 200 | $25.1K | 0.02% | 00.0% | Unchanged |
| Joseph Group Capital Management | 200 | $25.1K | 0.02% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 195 | $24.0K | 0.00% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 189 | $23.7K | 0.01% | +189 | New |
| Massmutual Trust Co FSB | 179 | $22.5K | 0.00% | −11−5.8% | Reduced |
| Resurgent Financial Advisors LLC | 176 | $22.1K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 173 | $21.7K | 0.01% | +173 | New |
| Kistler-Tiffany Companies, LLC | 160 | $20.1K | 0.00% | −20−11.1% | Reduced |
| Arrow Financial Corp | 160 | $20.1K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 158 | $19.8K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 150 | $18.8K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 125 | $15.7K | 0.01% | −178−58.7% | Reduced |
| Blue Bell Private Wealth Management, LLC | 115 | $14.4K | 0.00% | +75+187.5% | Added |
| SOA Wealth Advisors, LLC. | 107 | $13.4K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 100 | $13.0K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 102 | $12.8K | 0.01% | −160−61.1% | Reduced |
| Investors Research Corp | 101 | $12.7K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 100 | $12.6K | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 100 | $12.6K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 100 | $12.6K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 96 | $12.1K | 0.01% | +64+200.0% | Added |
| Pin Oak Investment Advisors Inc | 95 | $12.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 91 | $11.4K | 0.00% | −13−12.5% | Reduced |
| AdvisorNet Financial, Inc | 89 | $11.2K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 127 | $10.9K | 0.05% | −4−3.1% | Reduced |
| Hantz Financial Services, Inc. | 76 | $10.0K | 0.00% | 00.0% | Unchanged |
| 25 LLC | 76 | $9.70K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 74 | $9.30K | 0.00% | −9−10.8% | Reduced |
| FinTrust Capital Advisors, LLC | 72 | $9.08K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 70 | $8.79K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 68 | $8.54K | 0.00% | +68 | New |
| Laurel Wealth Advisors LLC | 63 | $7.92K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 60 | $7.54K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 51 | $6.41K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 49 | $6.16K | 0.00% | −350−87.7% | Reduced |
| Bogart Wealth, LLC | 45 | $5.65K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 38 | $4.94K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 39 | $4.90K | 0.00% | +39 | New |
| Cedar Mountain Advisors, LLC | 38 | $4.77K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 38 | $4.77K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 35 | $4.40K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 33 | $4.14K | 0.00% | −27−45.0% | Reduced |
| Spire Wealth Management | 31 | $3.89K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 30 | $3.77K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 30 | $3.77K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 29 | $3.64K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 29 | $3.64K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 25 | $3.14K | 0.00% | +25 | New |
| Horizons Wealth Management | 22 | $2.76K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 19 | $2.39K | 0.00% | +4+26.7% | Added |
| Globeflex Capital L P | 18 | $2.26K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 18 | $2.26K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 17 | $2.15K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 15 | $2.00K | 0.00% | +15 | New |
| Rise Advisors, LLC | 10 | $1.26K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 10 | $1.26K | 0.00% | +10 | New |
| Bell Investment Advisors, Inc | 8 | $1.00K | 0.00% | +4+100.0% | Added |
| Valley National Advisers Inc | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 6 | $1.00K | 0.00% | +6 | New |
| Column Capital Advisors, LLC | 7 | $879 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 5 | $629 | 0.00% | +5 | New |
| Farther Finance Advisors, LLC | 3 | $377 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 3 | $377 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 2 | $251 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 1 | $126 | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Ion Asset Management Ltd. | 0 | $0 | 0.00% | −1,305,037−100.0% | Sold out |
| Phoenix Holdings Ltd. | 0 | $0 | 0.00% | −508,200−100.0% | Sold out |