| Laurel Wealth Advisors LLC | 290 | $4.09K | 0.00% | −110−27.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 285 | $4.02K | 0.00% | −13−4.4% | Reduced |
| Venturi Wealth Management, LLC | 283 | $3.99K | 0.00% | +283 | New |
| Salomon & Ludwin, LLC | 271 | $3.82K | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 268 | $3.78K | 0.00% | +268 | New |
| Bokf, NA | 273 | $3.63K | 0.00% | +273 | New |
| HM Payson & Co | 246 | $3.47K | 0.00% | −3−1.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 245 | $3.46K | 0.00% | −11−4.3% | Reduced |
| City State Bank | 241 | $3.40K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 239 | $3.37K | 0.00% | +8+3.5% | Added |
| Larson Financial Group LLC | 234 | $3.30K | 0.00% | −2−0.8% | Reduced |
| Geneos Wealth Management Inc. | 197 | $2.78K | 0.00% | +109+123.9% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 191 | $2.68K | 0.00% | −2−1.0% | Reduced |
| Sterling Capital Management LLC | 188 | $2.65K | 0.00% | +188 | New |
| Brown, Lisle/Cummings, Inc. | 178 | $2.51K | 0.00% | −16−8.2% | Reduced |
| Glen Eagle Advisors, LLC | 175 | $2.47K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 158 | $2.23K | 0.00% | −217−57.9% | Reduced |
| Godsey & Gibb Associates | 158 | $2.23K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 156 | $2.20K | 0.00% | +156 | New |
| Game Plan Financial Advisors, LLC | 151 | $2.13K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 150 | $2.12K | 0.00% | +41+37.6% | Added |
| CoreCap Advisors, LLC | 146 | $2.06K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 143 | $2.02K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 130 | $2.00K | 0.00% | −8−5.8% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 112 | $2.00K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 140 | $1.97K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 140 | $1.97K | 0.00% | +90+180.0% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 133 | $1.87K | 0.00% | −5−3.6% | Reduced |
| GPS Wealth Strategies Group, LLC | 129 | $1.82K | 0.00% | +129 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 124 | $1.75K | 0.00% | 00.0% | Unchanged |
| Ninety One UK Ltd | 119 | $1.68K | 0.00% | −206−63.4% | Reduced |
| Cherry Tree Wealth Management, LLC | 108 | $1.52K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 105 | $1.48K | 0.00% | −79−42.9% | Reduced |
| Sachetta, LLC | 104 | $1.47K | 0.00% | −2−1.9% | Reduced |
| Blume Capital Management, Inc. | 100 | $1.41K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 100 | $1.41K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 97 | $1.37K | 0.00% | −10−9.3% | Reduced |
| Colonial Trust Co | 96 | $1.35K | 0.00% | −24−20.0% | Reduced |
| Ronald Blue Trust, Inc. | 105 | $1.31K | 0.00% | +89+556.3% | Added |
| Rothschild Investment LLC | 89 | $1.25K | 0.00% | +75+535.7% | Added |
| St Germain D J Co Inc | 88 | $1.24K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 87 | $1.22K | 0.00% | −2−2.2% | Reduced |
| Raelipskie Partnership | 86 | $1.21K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 77 | $1.09K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 74 | $1.04K | 0.00% | +19+34.5% | Added |
| Paradigm Asset Management Co LLC | 71 | $1.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 42 | $1.00K | 0.00% | 00.0% | Unchanged |
| Beach Investment Counsel Inc | 70 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 72 | $1.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 69 | $974 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 69 | $973 | 0.00% | −25−26.6% | Reduced |
| Kathleen S. Wright Associates Inc. | 60 | $846 | 0.00% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 53 | $747 | 0.00% | −1−1.9% | Reduced |
| Oakworth Capital, Inc. | 50 | $704 | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 49 | $691 | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 47 | $663 | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 47 | $663 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 47 | $663 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 44 | $620 | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 44 | $620 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 40 | $564 | 0.00% | −12−23.1% | Reduced |
| Toronto Dominion Bank | 40 | $564 | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 40 | $564 | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 40 | $564 | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 40 | $564 | 0.00% | +40 | New |
| Clearstead Advisors, LLC | 39 | $550 | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 38 | $536 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 34 | $486 | 0.00% | −47−58.0% | Reduced |
| Proequities, Inc. | 33 | $465 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 33 | $465 | 0.00% | +3+10.0% | Added |
| Delta Asset Management LLC | 32 | $451 | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 32 | $451 | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 32 | $451 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 31 | $438 | 0.00% | −62−66.7% | Reduced |
| Cedar Mountain Advisors, LLC | 31 | $437 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 28 | $403 | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 28 | $395 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 27 | $381 | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 27 | $381 | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 26 | $367 | 0.00% | −18−40.9% | Reduced |
| Central Trust Co | 24 | $339 | 0.00% | −3−11.1% | Reduced |
| McIlrath & Eck, LLC | 23 | $324 | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 23 | $324 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 22 | $311 | 0.00% | 00.0% | Unchanged |
| Livelsberger Financial Advisory | 22 | $310 | 0.01% | +22 | New |
| Trifecta Capital Advisors, LLC | 21 | $297 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 20 | $282 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 20 | $282 | 0.00% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 20 | $282 | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 20 | $282 | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 20 | $282 | 0.00% | 00.0% | Unchanged |
| Northwest Financial Advisors | 20 | $282 | 0.00% | +20 | New |
| Foster Dykema Cabot & Partners, LLC | 19 | $268 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 18 | $254 | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 18 | $254 | 0.00% | 00.0% | Unchanged |
| Hara Capital LLC | 18 | $254 | 0.00% | +18 | New |
| Harbour Investments, Inc. | 18 | $251 | 0.00% | −7−28.0% | Reduced |
| Louisbourg Investments Inc. | 17 | $240 | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 16 | $226 | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 15 | $212 | 0.00% | −15−50.0% | Reduced |