| EverSource Wealth Advisors, LLC | 193 | $33.4K | 0.00% | −80−29.3% | Reduced |
| Harbor Investment Advisory, LLC | 201 | $32.2K | 0.00% | −154−43.4% | Reduced |
| FNY Investment Advisers, LLC | 200 | $32.0K | 0.02% | +200 | New |
| Catalyst Funds Management Pty Ltd | 200 | $32.0K | 0.01% | +200 | New |
| nVerses Capital, LLC | 200 | $32.0K | 0.02% | +200 | New |
| Global Retirement Partners, LLC | 199 | $31.8K | 0.00% | +152+323.4% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 194 | $31.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 194 | $31.0K | 0.00% | +33+20.5% | Added |
| Innealta Capital, LLC | 193 | $30.9K | 0.01% | +193 | New |
| Creative Financial Designs Inc | 191 | $30.6K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 190 | $30.4K | 0.00% | +115+153.3% | Added |
| Versant Capital Management, Inc | 188 | $30.1K | 0.01% | +149+382.1% | Added |
| Cromwell Holdings LLC | 161 | $25.8K | 0.02% | +161 | New |
| Whittier Trust Co of Nevada Inc | 139 | $22.2K | 0.00% | −128−47.9% | Reduced |
| American National Bank | 134 | $21.4K | 0.00% | +134 | New |
| Wetzel Investment Advisors, Inc. | 105 | $20.9K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 128 | $20.5K | 0.00% | 00.0% | Unchanged |
| Family Firm, Inc. | 127 | $20.4K | 0.00% | +127 | New |
| Brown Brothers Harriman & Co | 113 | $18.1K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 110 | $17.5K | 0.00% | +4+3.8% | Added |
| Smartleaf Asset Management LLC | 111 | $17.4K | 0.00% | +51+85.0% | Added |
| IFP Advisors, Inc | 105 | $16.8K | 0.00% | +26+32.9% | Added |
| TruNorth Capital Management, LLC | 99 | $15.8K | 0.01% | +99 | New |
| Private Trust Co NA | 96 | $15.4K | 0.00% | +74+336.4% | Added |
| Armstrong Advisory Group, Inc | 95 | $15.2K | 0.00% | +95 | New |
| Quarry LP | 94 | $15.0K | 0.01% | +14+17.5% | Added |
| Hollencrest Capital Management | 93 | $14.9K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 83 | $13.3K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 82 | $13.1K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 82 | $13.1K | 0.01% | +82 | New |
| WR Wealth Planners, LLC | 81 | $13.0K | 0.00% | +25+44.6% | Added |
| Meeder Asset Management Inc | 79 | $12.6K | 0.00% | −1,391−94.6% | Reduced |
| Clearstead Advisors, LLC | 72 | $11.5K | 0.00% | +72 | New |
| Zions Bancorporation, N.A. | 69 | $11.0K | 0.00% | −38−35.5% | Reduced |
| Rothschild Investment LLC | 67 | $10.7K | 0.00% | −140−67.6% | Reduced |
| Clean Yield Group | 67 | $10.7K | 0.00% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 65 | $10.4K | 0.00% | +65 | New |
| Avion Wealth | 67 | $10.0K | 0.00% | +6+9.8% | Added |
| Larson Financial Group LLC | 62 | $9.97K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 61 | $9.79K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 59 | $9.69K | 0.00% | −25−29.8% | Reduced |
| MCF Advisors LLC | 58 | $9.28K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 57 | $9.20K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 54 | $9.00K | 0.00% | +54 | New |
| MV Capital Management, Inc. | 56 | $8.96K | 0.00% | −3−5.1% | Reduced |
| JFS Wealth Advisors, LLC | 52 | $8.32K | 0.00% | −53−50.5% | Reduced |
| Sunbelt Securities, Inc. | 50 | $8.00K | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 48 | $7.68K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 48 | $7.68K | 0.00% | +45+1,500.0% | Added |
| Pineridge Advisors LLC | 45 | $7.20K | 0.00% | −10−18.2% | Reduced |
| Archer Investment Corp | 42 | $6.72K | 0.00% | +42 | New |
| Kiely Wealth Advisory Group, Inc. | 40 | $6.55K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 39 | $6.41K | 0.00% | +39 | New |
| Frazier Financial Advisors, LLC | 39 | $6.24K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 37 | $5.92K | 0.00% | −19−33.9% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 35 | $5.60K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 33 | $5.28K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 32 | $5.12K | 0.00% | +32 | New |
| Asset Dedication, LLC | 31 | $4.96K | 0.00% | −3−8.8% | Reduced |
| Fairway Wealth LLC | 27 | $4.32K | 0.00% | +27 | New |
| Sachetta, LLC | 24 | $4.13K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 24 | $3.84K | 0.00% | −9−27.3% | Reduced |
| Webster Bank, N. A. | 23 | $3.68K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 21 | $3.36K | 0.00% | +21 | New |
| GWM Advisors LLC | 20 | $3.20K | 0.00% | −81−80.2% | Reduced |
| Bell Investment Advisors, Inc | 19 | $3.04K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 19 | $3.04K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 16 | $3.00K | 0.00% | −2−11.1% | Reduced |
| CVA Family Office, LLC | 18 | $2.88K | 0.00% | −22−55.0% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 17 | $2.72K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 17 | $2.72K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 17 | $2.72K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 17 | $2.72K | 0.00% | +2+13.3% | Added |
| DT Investment Partners, LLC | 16 | $2.56K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 16 | $2.56K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 15 | $2.40K | 0.00% | −10−40.0% | Reduced |
| Prestige Wealth Management Group LLC | 15 | $2.40K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 12 | $2.00K | 0.00% | +3+33.3% | Added |
| Capital Advisors, Ltd. LLC | 11 | $2.00K | 0.00% | +9+450.0% | Added |
| Raleigh Capital Management Inc. | 12 | $1.92K | 0.00% | −1−7.7% | Reduced |
| West Paces Advisors Inc. | 12 | $1.92K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 10 | $1.60K | 0.00% | +10 | New |
| Valued Wealth Advisors LLC | 9 | $1.44K | 0.00% | −21−70.0% | Reduced |
| First Horizon Advisors, Inc. | 8 | $1.28K | 0.00% | −68−89.5% | Reduced |
| Tortoise Investment Management, LLC | 8 | $1.28K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 8 | $1.27K | 0.00% | −6,274−99.9% | Reduced |
| Dunhill Financial, LLC | 8 | $1.24K | 0.00% | +2+33.3% | Added |
| True Wealth Design, LLC | 7 | $1.12K | 0.00% | +1+16.7% | Added |
| Rosenberg Matthew Hamilton | 7 | $1.11K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 5 | $800 | 0.00% | −25−83.3% | Reduced |
| Duncker Streett & Co Inc | 5 | $800 | 0.00% | +5 | New |
| Rakuten Securities, Inc. | 5 | $800 | 0.00% | +5 | New |
| Horizon Financial Services, LLC | 4 | $640 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 3 | $480 | 0.00% | +2+200.0% | Added |
| NVWM, LLC | 3 | $480 | 0.00% | +3 | New |
| Ruedi Wealth Management, Inc. | 3 | $480 | 0.00% | +3 | New |
| Abound Wealth Management | 2 | $321 | 0.00% | −3−60.0% | Reduced |
| Continuum Advisory, LLC | 2 | $320 | 0.00% | +2 | New |
| Unique Wealth Strategies, LLC | 1 | $199 | 0.00% | +1 | New |