| Resurgent Financial Advisors LLC | 385 | $75.5K | 0.05% | +385 | New |
| CWS Financial Advisors, LLC | 382 | $74.9K | 0.03% | +382 | New |
| Quadrant Capital Group LLC | 377 | $73.9K | 0.01% | −6−1.6% | Reduced |
| Benjamin Edwards Inc | 365 | $72.0K | 0.02% | +21+6.1% | Added |
| Byrne Asset Management LLC | 341 | $67.0K | 0.06% | −21−5.8% | Reduced |
| Smithfield Trust Co | 330 | $65.0K | 0.00% | +95+40.4% | Added |
| First Horizon Advisors, Inc. | 297 | $58.2K | 0.00% | +10+3.5% | Added |
| Sentry Investment Management LLC | 295 | $58.0K | 0.03% | −32−9.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 292 | $57.2K | 0.00% | −33−10.2% | Reduced |
| Provence Wealth Management Group | 292 | $57.2K | 0.04% | +292 | New |
| Penserra Capital Management LLC | 284 | $55.0K | 0.00% | −47−14.2% | Reduced |
| Tobam | 273 | $54.0K | 0.00% | −215−44.1% | Reduced |
| Massmutual Trust Co FSB | 270 | $52.9K | 0.00% | +52+23.9% | Added |
| Huntington National Bank | 268 | $52.5K | 0.00% | −73−21.4% | Reduced |
| Riverview Trust Co | 265 | $51.9K | 0.05% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 262 | $51.3K | 0.00% | +112+74.7% | Added |
| Concord Wealth Partners | 251 | $49.2K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 225 | $44.1K | 0.00% | +30+15.4% | Added |
| JFS Wealth Advisors, LLC | 213 | $41.7K | 0.00% | +7+3.4% | Added |
| Operose Advisors LLC | 213 | $41.7K | 0.02% | +213 | New |
| Covestor Ltd | 207 | $41.0K | 0.03% | −12−5.5% | Reduced |
| Quent Capital, LLC | 191 | $37.4K | 0.01% | −13−6.4% | Reduced |
| Headlands Technologies LLC | 190 | $37.2K | 0.02% | +190 | New |
| Institutional & Family Asset Management, LLC | 181 | $35.5K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 178 | $34.9K | 0.02% | +1+0.6% | Added |
| Paradigm Asset Management Co LLC | 176 | $34.5K | 0.01% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 174 | $34.1K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 173 | $33.9K | 0.02% | 00.0% | Unchanged |
| TSFG, LLC | 158 | $31.0K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 145 | $28.4K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 144 | $28.2K | 0.01% | +74+105.7% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 140 | $27.4K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 135 | $26.5K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 133 | $26.1K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 132 | $26.0K | 0.00% | +66+100.0% | Added |
| Pinnacle Financial Partners Inc | 130 | $25.5K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 125 | $24.5K | 0.00% | −419−77.0% | Reduced |
| Pinnacle Bancorp, Inc. | 125 | $24.5K | 0.01% | +125 | New |
| Denali Advisors LLC | 100 | $19.6K | 0.01% | +100 | New |
| Whittier Trust Co of Nevada Inc | 100 | $19.6K | 0.00% | −152−60.3% | Reduced |
| SRS Capital Advisors, Inc. | 97 | $19.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 91 | $18.0K | 0.00% | +3+3.4% | Added |
| Centerpoint Advisors, LLC | 90 | $18.0K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 91 | $17.8K | 0.00% | 00.0% | Unchanged |
| China Universal Asset Management Co., Ltd. | 89 | $17.4K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 84 | $16.5K | 0.00% | −48−36.4% | Reduced |
| Parallax Volatility Advisers, L.P. | 77 | $15.1K | 0.00% | +77 | New |
| Tradition Wealth Management, LLC | 74 | $15.0K | 0.00% | +1+1.4% | Added |
| Private Trust Co NA | 76 | $14.9K | 0.00% | +6+8.6% | Added |
| Itau Unibanco Holding S.A. | 71 | $13.9K | 0.00% | −763−91.5% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 71 | $13.9K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 68 | $13.3K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 67 | $13.1K | 0.00% | −47−41.2% | Reduced |
| Colonial Trust Co | 63 | $12.9K | 0.00% | +12+23.5% | Added |
| GHP Investment Advisors, Inc. | 63 | $12.0K | 0.00% | +63 | New |
| Baker Avenue Asset Management, LP | 59 | $11.6K | 0.00% | +56+1,866.7% | Added |
| GoalVest Advisory LLC | 58 | $11.4K | 0.01% | +4+7.4% | Added |
| IFP Advisors, Inc | 56 | $11.0K | 0.00% | +43+330.8% | Added |
| Carmel Capital Partners, LLC | 56 | $11.0K | 0.00% | +56 | New |
| Piscataqua Savings Bank | 55 | $10.8K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 50 | $9.80K | 0.00% | −15−23.1% | Reduced |
| Bell Investment Advisors, Inc | 49 | $9.60K | 0.00% | −1−2.0% | Reduced |
| Raleigh Capital Management Inc. | 47 | $9.21K | 0.00% | +47 | New |
| Central Trust Co | 46 | $9.02K | 0.00% | +46 | New |
| AdvisorNet Financial, Inc | 45 | $8.82K | 0.00% | −8−15.1% | Reduced |
| Perkins Coie Trust Co | 45 | $8.82K | 0.00% | +45 | New |
| Desjardins Global Asset Management Inc. | 38 | $7.45K | 0.00% | −222−85.4% | Reduced |
| Harbour Investments, Inc. | 38 | $7.45K | 0.00% | −3−7.3% | Reduced |
| NBC Securities, Inc. | 38 | $7.00K | 0.00% | +38 | New |
| Farther Finance Advisors, LLC | 34 | $6.66K | 0.00% | −22−39.3% | Reduced |
| Macroview Investment Management LLC | 33 | $6.47K | 0.01% | +33 | New |
| Versant Capital Management, Inc | 32 | $6.27K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 31 | $6.08K | 0.00% | +21+210.0% | Added |
| Farmers & Merchants Investments Inc | 31 | $6.08K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 31 | $6.08K | 0.00% | +6+24.0% | Added |
| Carolinas Wealth Consulting LLC | 36 | $6.06K | 0.00% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 28 | $5.49K | 0.00% | +11+64.7% | Added |
| McIlrath & Eck, LLC | 28 | $5.49K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 26 | $5.10K | 0.00% | +26 | New |
| Ranger Investment Management, L.P. | 26 | $5.09K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 25 | $4.90K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 23 | $4.51K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 22 | $4.31K | 0.00% | −8−26.7% | Reduced |
| Global Retirement Partners, LLC | 22 | $4.20K | 0.00% | −3−12.0% | Reduced |
| Glassman Wealth Services | 21 | $4.12K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 22 | $4.00K | 0.00% | +22 | New |
| Carmichael Hill & Associates, Inc. | 19 | $3.72K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 19 | $3.72K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 18 | $3.53K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 17 | $3.33K | 0.00% | −35−67.3% | Reduced |
| Northwest Investment Counselors, LLC | 17 | $3.33K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 16 | $3.14K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 15 | $2.94K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 14 | $2.74K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 14 | $2.74K | 0.00% | +3+27.3% | Added |
| Sutton Wealth Advisors Inc. | 14 | $2.74K | 0.00% | +8+133.3% | Added |
| Sugarloaf Wealth Management, LLC | 13 | $2.55K | 0.00% | −843−98.5% | Reduced |
| Assetmark, Inc | 13 | $2.55K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 12 | $2.35K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
