| Central Trust Co | 701 | $86.6K | 0.00% | −24−3.3% | Reduced |
| DSM Capital Partners LLC | 646 | $79.8K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 639 | $79.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 623 | $77.0K | 0.00% | +215+52.7% | Added |
| Lindbrook Capital, LLC | 607 | $75.0K | 0.01% | +47+8.4% | Added |
| Allianz SE | 600 | $74.2K | 0.00% | +600 | New |
| Clearstead Advisors, LLC | 609 | $72.0K | 0.00% | +560+1,142.9% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 550 | $68.0K | 0.01% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 534 | $67.0K | 0.01% | +534 | New |
| City State Bank | 523 | $65.0K | 0.03% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 519 | $64.1K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 475 | $59.1K | 0.00% | −1,566−76.7% | Reduced |
| Parkside Financial Bank & Trust | 478 | $59.1K | 0.01% | +18+3.9% | Added |
| Adirondack Trust Co | 449 | $55.5K | 0.02% | 00.0% | Unchanged |
| CVA Family Office, LLC | 439 | $54.3K | 0.01% | +4+0.9% | Added |
| Silicon Valley Capital Partners | 435 | $53.8K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 429 | $53.0K | 0.01% | +70+19.5% | Added |
| Farther Finance Advisors, LLC | 399 | $49.1K | 0.00% | +38+10.5% | Added |
| Friedenthal Financial | 396 | $48.9K | 0.03% | −5,921−93.7% | Reduced |
| Spire Wealth Management | 372 | $46.0K | 0.00% | −4,957−93.0% | Reduced |
| EntryPoint Capital, LLC | 351 | $43.4K | 0.04% | +351 | New |
| Huntington National Bank | 348 | $43.0K | 0.00% | −9−2.5% | Reduced |
| WR Wealth Planners, LLC | 329 | $40.7K | 0.01% | +329 | New |
| Montag A & Associates Inc | 321 | $39.7K | 0.00% | +50+18.5% | Added |
| Rise Advisors, LLC | 318 | $39.3K | 0.02% | −10−3.0% | Reduced |
| Ofi Invest Asset Management | 342 | $39.1K | 0.00% | +58+20.4% | Added |
| EverSource Wealth Advisors, LLC | 308 | $38.7K | 0.00% | +127+70.2% | Added |
| Tortoise Investment Management, LLC | 300 | $37.1K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 290 | $35.8K | 0.01% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 289 | $35.7K | 0.00% | +8+2.8% | Added |
| Ogorek Anthony Joseph | 290 | $35.0K | 0.01% | 00.0% | Unchanged |
| AlphaCentric Advisors LLC | 271 | $33.5K | 0.02% | −37−12.0% | Reduced |
| Massmutual Trust Co FSB | 243 | $30.0K | 0.00% | +18+8.0% | Added |
| RFP Financial Group LLC | 214 | $26.5K | 0.01% | +77+56.2% | Added |
| Anchor Investment Management, LLC | 210 | $26.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 207 | $25.6K | 0.02% | +207 | New |
| Quarry LP | 201 | $24.8K | 0.01% | +201 | New |
| Geneos Wealth Management Inc. | 183 | $22.6K | 0.00% | +8+4.6% | Added |
| Quadrant Capital Group LLC | 182 | $22.5K | 0.00% | −9−4.7% | Reduced |
| Tyler-Stone Wealth Management | 180 | $22.2K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 176 | $21.8K | 0.00% | +26+17.3% | Added |
| Caitlin John, LLC | 174 | $21.5K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 173 | $21.4K | 0.00% | −64−27.0% | Reduced |
| Roble, Belko & Company, Inc | 172 | $21.0K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 165 | $20.4K | 0.01% | +7+4.4% | Added |
| Ulland Investment Advisors, LLC | 165 | $20.0K | 0.02% | +165 | New |
| ICA Group Wealth Management, LLC | 160 | $19.8K | 0.00% | −37−18.8% | Reduced |
| Salem Investment Counselors Inc | 144 | $17.8K | 0.00% | +144 | New |
| Cornerstone Planning Group LLC | 139 | $17.3K | 0.01% | +5+3.7% | Added |
| Meeder Asset Management Inc | 135 | $16.7K | 0.00% | +135 | New |
| Planning Capital Management Corp | 129 | $15.9K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 125 | $15.4K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 120 | $14.8K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 119 | $14.7K | 0.01% | +119 | New |
| Northwest Capital Management Inc | 109 | $13.5K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 108 | $13.3K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 100 | $12.4K | 0.01% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 100 | $12.4K | 0.00% | +100 | New |
| Spectrum Wealth Counsel, LLC | 100 | $12.4K | 0.00% | +100 | New |
| Carolinas Wealth Consulting LLC | 98 | $12.1K | 0.00% | +98 | New |
| Colonial Trust Advisors | 97 | $12.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 97 | $12.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 93 | $11.5K | 0.00% | −160−63.2% | Reduced |
| Legacy Bridge, LLC | 92 | $11.4K | 0.01% | +92 | New |
| Cullen/Frost Bankers, Inc. | 86 | $10.6K | 0.00% | +86 | New |
| Smartleaf Asset Management LLC | 83 | $10.3K | 0.00% | +35+72.9% | Added |
| Atticus Wealth Management, LLC | 81 | $10.0K | 0.00% | −299−78.7% | Reduced |
| LRI Investments, LLC | 77 | $9.52K | 0.00% | +77 | New |
| Carmichael Hill & Associates, Inc. | 75 | $9.27K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 74 | $9.15K | 0.00% | +65+722.2% | Added |
| Toth Financial Advisory Corp | 70 | $8.65K | 0.00% | −31−30.7% | Reduced |
| Tradewinds Capital Management, LLC | 62 | $7.66K | 0.00% | +27+77.1% | Added |
| McIlrath & Eck, LLC | 60 | $7.42K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 59 | $7.29K | 0.00% | −2−3.3% | Reduced |
| Fortitude Family Office, LLC | 58 | $7.17K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 57 | $7.04K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 56 | $6.92K | 0.00% | −190−77.2% | Reduced |
| SRS Capital Advisors, Inc. | 55 | $6.80K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 54 | $6.67K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 54 | $6.67K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 53 | $6.55K | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 50 | $6.18K | 0.00% | +50 | New |
| Rocky Mountain Advisers, LLC | 47 | $5.81K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 47 | $5.81K | 0.00% | +47 | New |
| Valley National Advisers Inc | 45 | $5.00K | 0.00% | +10+28.6% | Added |
| ClariVest Asset Management LLC | 38 | $4.70K | 0.00% | +19+100.0% | Added |
| Plante Moran Financial Advisors, LLC | 33 | $4.08K | 0.00% | −22−40.0% | Reduced |
| Avion Wealth | 25 | $4.00K | 0.00% | +8+47.1% | Added |
| First PREMIER Bank | 36 | $4.00K | 0.00% | +36 | New |
| Brown Brothers Harriman & Co | 32 | $3.96K | 0.00% | +32 | New |
| REAP Financial Group, LLC | 30 | $3.71K | 0.00% | −46−60.5% | Reduced |
| Center for Financial Planning, Inc. | 29 | $3.58K | 0.00% | 00.0% | Unchanged |
| Vima LLC | 48 | $3.49K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 27 | $3.34K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 27 | $3.34K | 0.00% | +27 | New |
| Westside Investment Management, Inc. | 26 | $3.20K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 25 | $3.09K | 0.00% | −16−39.0% | Reduced |
| Zions Bancorporation, N.A. | 25 | $3.09K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 25 | $3.09K | 0.00% | +25 | New |
| Raffa Wealth Management, LLC | 23 | $2.84K | 0.00% | 00.0% | Unchanged |