| Parkside Financial Bank & Trust | 1,224 | $101.4K | 0.02% | −11−0.9% | Reduced |
| ZRC Wealth Management, LLC | 1,525 | $93.9K | 0.06% | +1,525 | New |
| Whittier Trust Co of Nevada Inc | 1,100 | $91.1K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,000 | $82.8K | 0.01% | 00.0% | Unchanged |
| Motco | 1,000 | $82.8K | 0.01% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 1,000 | $82.8K | 0.02% | 00.0% | Unchanged |
| Northwest Bank & Trust Co | 1,000 | $82.8K | 0.07% | +1,000 | New |
| Delta Asset Management LLC | 991 | $82.1K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 990 | $82.0K | 0.00% | −420−29.8% | Reduced |
| Perkins Coie Trust Co | 984 | $81.5K | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 976 | $80.9K | 0.01% | +571+141.0% | Added |
| Sound Income Strategies, LLC | 975 | $80.8K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 968 | $80.2K | 0.02% | −2,329−70.6% | Reduced |
| NBT Bank N A | 860 | $71.3K | 0.01% | +860 | New |
| Carolinas Wealth Consulting LLC | 822 | $68.1K | 0.01% | +557+210.2% | Added |
| Canton Hathaway, LLC | 800 | $66.0K | 0.02% | 00.0% | Unchanged |
| Valley National Advisers Inc | 789 | $65.0K | 0.01% | +714+952.0% | Added |
| Private Trust Co NA | 747 | $61.9K | 0.01% | −387−34.1% | Reduced |
| TSFG, LLC | 726 | $60.0K | 0.02% | −248−25.5% | Reduced |
| Bruce G. Allen Investments, LLC | 643 | $53.3K | 0.05% | +643 | New |
| Washington Trust Advisors, Inc. | 627 | $51.9K | 0.00% | +452+258.3% | Added |
| CVA Family Office, LLC | 575 | $47.6K | 0.01% | +575 | New |
| Arcadia Investment Management Corp | 568 | $47.1K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 556 | $46.1K | 0.00% | +19+3.5% | Added |
| Institutional & Family Asset Management, LLC | 547 | $45.4K | 0.01% | +1+0.2% | Added |
| Deseret Mutual Benefit Administrators | 523 | $43.3K | 0.02% | −121−18.8% | Reduced |
| SJS Investment Consulting Inc. | 519 | $43.0K | 0.01% | −3−0.6% | Reduced |
| Naples Money Management LLC | 515 | $42.7K | 0.04% | +515 | New |
| Silicon Valley Capital Partners | 505 | $41.9K | 0.01% | +1+0.2% | Added |
| Focused Wealth Management, Inc | 501 | $41.5K | 0.01% | +1+0.2% | Added |
| First United Bank Trust | 500 | $41.4K | 0.02% | +500 | New |
| Planning Capital Management Corp | 500 | $41.4K | 0.03% | +500 | New |
| Harel Insurance Investments & Financial Services Ltd. | 500 | $41.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 492 | $40.8K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 469 | $38.0K | 0.00% | +400+579.7% | Added |
| Missouri Trust & Investment Co | 458 | $37.9K | 0.02% | +368+408.9% | Added |
| SOA Wealth Advisors, LLC. | 453 | $37.5K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 450 | $36.0K | 0.02% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 430 | $35.6K | 0.01% | +430 | New |
| Riggs Asset Managment Co. Inc. | 418 | $34.6K | 0.01% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 412 | $34.4K | 0.00% | +412 | New |
| Ofi Invest Asset Management | 424 | $31.8K | 0.00% | −2−0.5% | Reduced |
| Pinnacle Bancorp, Inc. | 368 | $30.5K | 0.01% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 367 | $30.4K | 0.01% | +367 | New |
| Covestor Ltd | 357 | $30.0K | 0.02% | +2+0.6% | Added |
| Baystate Wealth Management LLC | 325 | $27.0K | 0.00% | +21+6.9% | Added |
| AdvisorNet Financial, Inc | 324 | $26.8K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 298 | $24.8K | 0.00% | +84+39.3% | Added |
| NBC Securities, Inc. | 300 | $24.0K | 0.00% | −400−57.1% | Reduced |
| Avalon Trust Co | 284 | $23.5K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 265 | $22.0K | 0.00% | −72−21.4% | Reduced |
| RFP Financial Group LLC | 255 | $21.1K | 0.01% | 00.0% | Unchanged |
| Resources Management Corp | 250 | $21.0K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 232 | $19.2K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 318 | $19.0K | 0.00% | +211+197.2% | Added |
| Massmutual Trust Co FSB | 217 | $18.0K | 0.00% | −497−69.6% | Reduced |
| Harbour Investments, Inc. | 214 | $17.7K | 0.00% | +153+250.8% | Added |
| Glassman Wealth Services | 212 | $17.6K | 0.00% | +37+21.1% | Added |
| Catalyst Capital Advisors LLC | 210 | $17.4K | 0.00% | −210−50.0% | Reduced |
| Glen Eagle Advisors, LLC | 192 | $15.9K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 185 | $15.3K | 0.01% | +1+0.5% | Added |
| Grove Bank & Trust | 184 | $15.2K | 0.00% | −25−12.0% | Reduced |
| Core Alternative Capital | 161 | $13.4K | 0.00% | −71−30.6% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 160 | $13.3K | 0.01% | +160 | New |
| Oakworth Capital, Inc. | 147 | $12.2K | 0.00% | +147 | New |
| Atticus Wealth Management, LLC | 133 | $11.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 120 | $9.94K | 0.00% | 00.0% | Unchanged |
| American National Bank | 116 | $9.61K | 0.00% | −884−88.4% | Reduced |
| Creative Financial Designs Inc | 108 | $8.94K | 0.00% | −99−47.8% | Reduced |
| Main Street Group, LTD | 100 | $8.29K | 0.00% | +100 | New |
| JFS Wealth Advisors, LLC | 97 | $8.04K | 0.00% | −40−29.2% | Reduced |
| Signature Resources Capital Management, LLC | 77 | $6.38K | 0.01% | +77 | New |
| Capital Advisors, Ltd. LLC | 71 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 67 | $5.55K | 0.00% | +1+1.5% | Added |
| Fairman Group, LLC | 66 | $5.47K | 0.01% | +66 | New |
| Colonial Trust Co | 65 | $5.43K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 63 | $5.22K | 0.00% | +34+117.2% | Added |
| Core Wealth Advisors, Inc. | 63 | $5.22K | 0.00% | +63 | New |
| Financial Management Professionals, Inc. | 57 | $5.00K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 60 | $4.97K | 0.00% | +60 | New |
| Raleigh Capital Management Inc. | 55 | $4.56K | 0.00% | +55 | New |
| Laffer Tengler Investments | 52 | $4.31K | 0.00% | +52 | New |
| Chilton Capital Management LLC | 51 | $4.23K | 0.00% | +51 | New |
| Long Island Wealth Management, Inc. | 44 | $4.00K | 0.00% | +44 | New |
| Bell Investment Advisors, Inc | 46 | $3.81K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 42 | $3.48K | 0.00% | +42 | New |
| Proequities, Inc. | 40 | $3.31K | 0.00% | −12−23.1% | Reduced |
| Advent Capital Management | 40 | $3.31K | 0.00% | +40 | New |
| JNBA Financial Advisors | 39 | $3.23K | 0.00% | −39−50.0% | Reduced |
| FSA Wealth Management LLC | 34 | $3.00K | 0.00% | +34 | New |
| Versant Capital Management, Inc | 35 | $2.90K | 0.00% | +14+66.7% | Added |
| Exchange Traded Concepts, LLC | 33 | $2.73K | 0.00% | −3,924−99.2% | Reduced |
| VisionPoint Advisory Group, LLC | 30 | $2.49K | 0.00% | −41−57.7% | Reduced |
| Tucker Asset Management LLC | 30 | $2.49K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 26 | $2.15K | 0.00% | +26 | New |
| Rise Advisors, LLC | 25 | $2.11K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 25 | $2.07K | 0.00% | +25 | New |
| Insight Financial Services | 25 | $2.07K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 25 | $2.07K | 0.00% | +25 | New |
| ICA Group Wealth Management, LLC | 23 | $1.91K | 0.00% | +23 | New |
