| MV Capital Management, Inc. | 237 | $50.0K | 0.00% | −1−0.4% | Reduced |
| Bank of Jackson Hole Trust | 207 | $43.7K | 0.02% | −4−1.9% | Reduced |
| Rothschild Investment LLC | 204 | $43.0K | 0.00% | +178+684.6% | Added |
| Signaturefd, LLC | 197 | $41.5K | 0.00% | +34+20.9% | Added |
| Spire Wealth Management | 190 | $40.2K | 0.00% | −13−6.4% | Reduced |
| Anchor Investment Management, LLC | 185 | $39.1K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 184 | $38.8K | 0.02% | +170+1,214.3% | Added |
| Root Financial Partners, LLC | 179 | $37.8K | 0.00% | −23−11.4% | Reduced |
| Umb Bank N A | 179 | $37.8K | 0.00% | +165+1,178.6% | Added |
| Harbour Investments, Inc. | 176 | $37.1K | 0.00% | +176 | New |
| Evelyn Partners Investment Management Services Ltd | 172 | $36.3K | 0.00% | +172 | New |
| Private Trust Co NA | 166 | $35.0K | 0.00% | +39+30.7% | Added |
| Asset Dedication, LLC | 164 | $34.6K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 162 | $34.2K | 0.00% | +8+5.2% | Added |
| GHP Investment Advisors, Inc. | 159 | $33.6K | 0.00% | +159 | New |
| Rossby Financial, LCC | 156 | $33.1K | 0.01% | +106+212.0% | Added |
| Advisory Services Network, LLC | 155 | $32.7K | 0.00% | +155 | New |
| Massmutual Trust Co FSB | 154 | $32.5K | 0.00% | +79+105.3% | Added |
| Arlington Trust Co LLC | 154 | $32.5K | 0.00% | +154 | New |
| Harvest Fund Management Co., Ltd | 139 | $29.0K | 0.00% | −2,696−95.1% | Reduced |
| UMA Financial Services, Inc. | 130 | $27.4K | 0.00% | +55+73.3% | Added |
| Farmers & Merchants Investments Inc | 129 | $27.2K | 0.00% | +129 | New |
| First Command Advisory Services, Inc. | 124 | $26.2K | 0.00% | +116+1,450.0% | Added |
| Atlantic Union Bankshares Corp | 111 | $23.4K | 0.00% | +111 | New |
| Truvestments Capital LLC | 108 | $22.8K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 108 | $22.8K | 0.01% | +108 | New |
| Frazier Financial Advisors, LLC | 106 | $22.4K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 106 | $22.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 100 | $21.1K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 93 | $19.6K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 92 | $19.4K | 0.00% | −610−86.9% | Reduced |
| Sittner & Nelson, LLC | 89 | $18.8K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 88 | $18.6K | 0.00% | +13+17.3% | Added |
| Private Wealth Management Group, LLC | 86 | $18.2K | 0.00% | +44+104.8% | Added |
| Clark Wealth Partners | 78 | $16.5K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 75 | $15.8K | 0.00% | +56+294.7% | Added |
| Transamerica Financial Advisors, Inc. | 68 | $14.4K | 0.00% | +38+126.7% | Added |
| Carolina Wealth Advisors, LLC | 61 | $12.9K | 0.01% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 60 | $12.7K | 0.00% | +60 | New |
| Keating Financial Advisory Services, Inc. | 58 | $12.2K | 0.00% | +16+38.1% | Added |
| International Assets Investment Management, LLC | 57 | $12.1K | 0.00% | −13−18.6% | Reduced |
| Parkside Financial Bank & Trust | 55 | $11.6K | 0.00% | +4+7.8% | Added |
| Quent Capital, LLC | 55 | $11.6K | 0.00% | +27+96.4% | Added |
| Smithfield Trust Co | 50 | $11.0K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 49 | $10.3K | 0.00% | +3+6.5% | Added |
| Tower Research Capital LLC (TRC) | 46 | $9.71K | 0.00% | −348−88.3% | Reduced |
| LRI Investments, LLC | 45 | $9.48K | 0.00% | −11−19.6% | Reduced |
| Wall Street Financial Group, Inc. | 38 | $8.02K | 0.00% | +38 | New |
| Cornerstone Planning Group LLC | 37 | $7.93K | 0.00% | +32+640.0% | Added |
| JPL Wealth Management, LLC | 38 | $7.92K | 0.00% | +38 | New |
| Delta Asset Management LLC | 36 | $7.60K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 35 | $7.39K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 34 | $7.18K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 32 | $6.75K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 32 | $6.75K | 0.00% | −33−50.8% | Reduced |
| Cassaday & Co Wealth Management LLC | 31 | $6.54K | 0.00% | +31 | New |
| Sunbelt Securities, Inc. | 30 | $6.33K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 30 | $6.33K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 29 | $6.12K | 0.00% | +16+123.1% | Added |
| First Pacific Financial | 27 | $5.70K | 0.00% | +27 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 26 | $5.49K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 23 | $4.86K | 0.00% | −3−11.5% | Reduced |
| Mather Group, LLC. | 23 | $4.78K | 0.00% | +23 | New |
| Financial Network Wealth Advisors LLC | 22 | $4.65K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 21 | $4.43K | 0.00% | +1+5.0% | Added |
| Activest Wealth Management | 21 | $4.43K | 0.00% | +14+200.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 20 | $4.22K | 0.00% | −32−61.5% | Reduced |
| SHP Wealth Management | 19 | $4.05K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 19 | $4.01K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 19 | $4.01K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 19 | $4.01K | 0.00% | +11+137.5% | Added |
| Dunhill Financial, LLC | 19 | $4.01K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 18 | $3.80K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 18 | $3.80K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 17 | $3.59K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 16 | $3.38K | 0.00% | +4+33.3% | Added |
| Hantz Financial Services, Inc. | 12 | $3.00K | 0.00% | +1+9.1% | Added |
| Ballast Advisors LLC | 14 | $2.96K | 0.00% | +14 | New |
| Advocate Investing Services LLC | 12 | $2.53K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 12 | $2.53K | 0.00% | +1+9.1% | Added |
| Fortitude Family Office, LLC | 12 | $2.53K | 0.00% | +5+71.4% | Added |
| Abound Wealth Management | 11 | $2.37K | 0.00% | +10+1,000.0% | Added |
| Bay Harbor Wealth Management, LLC | 11 | $2.32K | 0.00% | +3+37.5% | Added |
| HM Payson & Co | 10 | $2.12K | 0.00% | +5+100.0% | Added |
| AlphaCore Capital LLC | 10 | $2.11K | 0.00% | −465−97.9% | Reduced |
| Raleigh Capital Management Inc. | 10 | $2.11K | 0.00% | +10 | New |
| Signature Equity Partners, LLC | 8 | $1.69K | 0.00% | −2−20.0% | Reduced |
| Principia Wealth Advisory, LLC | 8 | $1.69K | 0.00% | +6+300.0% | Added |
| Ares Financial Consulting, LLC | 7 | $1.49K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 7 | $1.48K | 0.00% | +2+40.0% | Added |
| S&T Bank | 6 | $1.27K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $1.27K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 6 | $1.27K | 0.00% | +6 | New |
| Sound Income Strategies, LLC | 5 | $1.06K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 5 | $1.06K | 0.00% | +5 | New |
| Larson Financial Group LLC | 5 | $1.05K | 0.00% | +3+150.0% | Added |
| Basecamp Wealth Advisors LLC | 5 | $1.04K | 0.00% | −6−54.5% | Reduced |
| Penserra Capital Management LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 4 | $874 | 0.00% | +4 | New |
| Rachor Investment Advisory Services, LLC | 4 | $845 | 0.00% | 00.0% | Unchanged |
