| Achmea Investment Management B.V. | 188 | $26.0K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 177 | $25.8K | 0.02% | +177 | New |
| Dakota Community Bank & Trust NA | 175 | $25.0K | 0.14% | −325−65.0% | Reduced |
| Global Financial Private Client, LLC | 168 | $24.5K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 159 | $23.1K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 158 | $23.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 157 | $23.0K | 0.02% | −2−1.3% | Reduced |
| Concord Wealth Partners | 155 | $22.5K | 0.01% | +155 | New |
| Cornerstone Planning Group LLC | 149 | $22.1K | 0.01% | +149 | New |
| Accurate Wealth Management, LLC | 145 | $22.1K | 0.01% | +145 | New |
| Citizens National Bank Trust Department | 150 | $22.0K | 0.01% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 150 | $21.9K | 0.02% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 150 | $21.8K | 0.02% | +150 | New |
| Front Row Advisors LLC | 145 | $21.0K | 0.01% | −12−7.6% | Reduced |
| Glassman Wealth Services | 144 | $21.0K | 0.00% | −191−57.0% | Reduced |
| Earnest Partners LLC | 140 | $20.4K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 130 | $20.0K | 0.01% | −296−69.5% | Reduced |
| First Personal Financial Services | 132 | $19.2K | 0.01% | 00.0% | Unchanged |
| Ashburton (Jersey) Ltd | 131 | $19.0K | 0.01% | −2,472−95.0% | Reduced |
| Plante Moran Financial Advisors, LLC | 126 | $18.3K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 125 | $18.2K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 119 | $17.3K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 117 | $17.0K | 0.00% | +117 | New |
| Pin Oak Investment Advisors Inc | 116 | $17.0K | 0.02% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 114 | $17.0K | 0.00% | +1+0.9% | Added |
| Ellevest, Inc. | 115 | $16.8K | 0.00% | −349−75.2% | Reduced |
| Abound Wealth Management | 115 | $16.7K | 0.01% | +17+17.3% | Added |
| Trustcore Financial Services, LLC | 115 | $16.7K | 0.00% | +20+21.1% | Added |
| Capital Advisors, Ltd. LLC | 112 | $16.0K | 0.00% | −493−81.5% | Reduced |
| Asset Dedication, LLC | 111 | $16.0K | 0.00% | +2+1.8% | Added |
| Tyler-Stone Wealth Management | 109 | $16.0K | 0.01% | 00.0% | Unchanged |
| Studio Investment Management LLC | 103 | $15.0K | 0.00% | +103 | New |
| Gould Capital, LLC | 101 | $14.7K | 0.01% | +3+3.1% | Added |
| Coppell Advisory Solutions LLC | 94 | $13.7K | 0.00% | +94 | New |
| Coppell Advisory Solutions Corp. | 94 | $13.7K | 0.00% | +94 | New |
| Gables Capital Management Inc. | 90 | $13.1K | 0.01% | 00.0% | Unchanged |
| Comerica Securities,inc. | 88 | $12.9K | 0.00% | +88 | New |
| TFC Financial Management | 87 | $12.7K | 0.00% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 83 | $12.0K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 83 | $12.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 80 | $12.0K | 0.00% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 80 | $11.6K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 76 | $11.1K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 80 | $11.0K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 74 | $11.0K | 0.00% | +14+23.3% | Added |
| Cohen & Steers, Inc. | 79 | $11.0K | 0.00% | +25+46.3% | Added |
| Penserra Capital Management LLC | 80 | $11.0K | 0.00% | +26+48.1% | Added |
| Cary Street Partner Investment Advisory LLC | 75 | $10.9K | 0.00% | −50−40.0% | Reduced |
| Adirondack Trust Co | 75 | $10.9K | 0.01% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 73 | $10.6K | 0.01% | −28−27.7% | Reduced |
| Quarry LP | 72 | $10.5K | 0.01% | +72 | New |
| Ogorek Anthony Joseph | 72 | $10.0K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 68 | $9.90K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 63 | $9.17K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 63 | $9.17K | 0.00% | +63 | New |
| EverSource Wealth Advisors, LLC | 60 | $8.73K | 0.00% | −98−62.0% | Reduced |
| Glass Jacobson Investment Advisors llc | 60 | $8.73K | 0.00% | +60 | New |
| Bell Investment Advisors, Inc | 59 | $8.59K | 0.00% | −39−39.8% | Reduced |
| Column Capital Advisors, LLC | 59 | $8.59K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 57 | $8.30K | 0.01% | +10+21.3% | Added |
| JFS Wealth Advisors, LLC | 56 | $8.15K | 0.00% | −7−11.1% | Reduced |
| Leelyn Smith, LLC | 56 | $8.15K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 55 | $8.12K | 0.00% | 00.0% | Unchanged |
| Seldon Capital LP | 55 | $8.01K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 54 | $7.86K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 52 | $7.60K | 0.00% | −17−24.6% | Reduced |
| Institutional & Family Asset Management, LLC | 52 | $7.57K | 0.00% | +13+33.3% | Added |
| Newton One Investments LLC | 50 | $7.28K | 0.00% | −35−41.2% | Reduced |
| Freedom Wealth Alliance, LLC | 50 | $7.28K | 0.01% | +50 | New |
| MinichMacGregor Wealth Management, LLC | 49 | $7.13K | 0.00% | +49 | New |
| Grove Bank & Trust | 47 | $7.00K | 0.00% | +47 | New |
| Creative Financial Designs Inc | 46 | $6.70K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 37 | $5.39K | 0.00% | −16−30.2% | Reduced |
| Glassy Mountain Advisors, Inc. | 35 | $5.09K | 0.00% | +35 | New |
| Kames Capital plc | 33 | $5.00K | 0.00% | 00.0% | Unchanged |
| EWG Elevate Inc. | 33 | $4.80K | 0.00% | +33 | New |
| Beaird Harris Wealth Management, LLC | 33 | $4.80K | 0.00% | +33 | New |
| Sound Income Strategies, LLC | 31 | $4.51K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 30 | $4.37K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 30 | $4.37K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 30 | $4.00K | 0.00% | 00.0% | Unchanged |
| Trust Co | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 28 | $4.00K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 27 | $3.93K | 0.00% | −5−15.6% | Reduced |
| MCF Advisors LLC | 26 | $3.79K | 0.00% | −63−70.8% | Reduced |
| GHP Investment Advisors, Inc. | 25 | $3.64K | 0.00% | −64−71.9% | Reduced |
| ICA Group Wealth Management, LLC | 24 | $3.50K | 0.00% | +24 | New |
| Accel Wealth Management | 20 | $2.92K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 20 | $2.91K | 0.00% | 00.0% | Unchanged |
| Madden Securities Corp | 20 | $2.91K | 0.00% | +20 | New |
| Mascoma Wealth Management LLC | 18 | $2.65K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 16 | $2.33K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 15 | $2.18K | 0.00% | −105−87.5% | Reduced |
| Horan Securities, Inc. | 15 | $2.18K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 15 | $2.18K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 15 | $2.18K | 0.00% | +15 | New |
| RFP Financial Group LLC | 14 | $2.14K | 0.00% | +14 | New |
| Vigilant Capital Management, LLC | 15 | $2.00K | 0.00% | −41,818−100.0% | Reduced |
| Winch Advisory Services, LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| My Personal CFO, LLC | 12 | $1.75K | 0.00% | +12 | New |
