| Umb Bank N A | 956 | $65.0K | 0.00% | +283+42.1% | Added |
| Steward Partners Investment Advisory, LLC | 940 | $63.9K | 0.00% | −278−22.8% | Reduced |
| First Horizon Advisors, Inc. | 935 | $63.6K | 0.00% | +20+2.2% | Added |
| AXA S.A. | 888 | $60.4K | 0.00% | +258+41.0% | Added |
| Pathway Financial Advisers, LLC | 857 | $58.2K | 0.02% | +11+1.3% | Added |
| Johnson Financial Group, Inc. | 840 | $57.1K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 839 | $57.0K | 0.01% | +839 | New |
| Washington Trust Co | 790 | $53.7K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 757 | $51.5K | 0.03% | +13+1.7% | Added |
| Carmichael Hill & Associates, Inc. | 730 | $49.6K | 0.03% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 728 | $49.5K | 0.02% | −12−1.6% | Reduced |
| Glen Eagle Advisors, LLC | 701 | $47.7K | 0.01% | +5+0.7% | Added |
| Cambridge Trust Co | 689 | $46.8K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 687 | $46.7K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 661 | $45.0K | 0.00% | +240+57.0% | Added |
| Gables Capital Management Inc. | 651 | $44.3K | 0.03% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 640 | $44.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 625 | $42.5K | 0.01% | −5−0.8% | Reduced |
| TD Waterhouse Canada Inc. | 604 | $41.0K | 0.00% | +33+5.8% | Added |
| Founders Capital Management | 608 | $41.0K | 0.03% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 577 | $39.0K | 0.01% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 517 | $35.2K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 492 | $33.5K | 0.00% | +63+14.7% | Added |
| Baystate Wealth Management LLC | 480 | $32.7K | 0.00% | +8+1.7% | Added |
| Mascoma Wealth Management LLC | 440 | $31.5K | 0.01% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 460 | $31.3K | 0.00% | −2−0.4% | Reduced |
| Glassman Wealth Services | 454 | $30.9K | 0.01% | −15−3.2% | Reduced |
| Rosenberg Matthew Hamilton | 437 | $29.7K | 0.01% | −307−41.3% | Reduced |
| Ahrens Investment Partners LLC | 377 | $25.6K | 0.01% | +377 | New |
| Richard W. Paul & Associates, LLC | 346 | $23.5K | 0.01% | +18+5.5% | Added |
| Clearstead Advisors, LLC | 343 | $23.3K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 320 | $21.8K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 313 | $21.3K | 0.00% | +4+1.3% | Added |
| Resurgent Financial Advisors LLC | 299 | $20.3K | 0.01% | −2,442−89.1% | Reduced |
| Addison Advisors LLC | 281 | $19.1K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 277 | $18.8K | 0.01% | −350−55.8% | Reduced |
| Brown Brothers Harriman & Co | 275 | $18.7K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 255 | $17.3K | 0.00% | +255 | New |
| Pin Oak Investment Advisors Inc | 228 | $16.0K | 0.02% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 234 | $15.9K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 219 | $14.9K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 216 | $14.7K | 0.00% | +216 | New |
| Grey Fox Wealth Advisors, LLC | 205 | $13.9K | 0.01% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 204 | $13.8K | 0.00% | +2+1.0% | Added |
| Ancora Advisors, LLC | 200 | $13.6K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 198 | $13.5K | 0.01% | −46−18.9% | Reduced |
| Sound Income Strategies, LLC | 198 | $13.5K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 187 | $12.7K | 0.00% | +187 | New |
| Carolinas Wealth Consulting LLC | 7,194 | $12.4K | 0.00% | −5−0.1% | Reduced |
| McIlrath & Eck, LLC | 182 | $12.4K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 183 | $12.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 175 | $11.9K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 172 | $11.7K | 0.00% | +172 | New |
| Endurance Wealth Management, Inc. | 160 | $11.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 161 | $10.9K | 0.00% | +1+0.6% | Added |
| HHM Wealth Advisors, LLC | 159 | $10.8K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 156 | $10.6K | 0.00% | +156 | New |
| Asset Dedication, LLC | 151 | $10.0K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 131 | $8.91K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 123 | $8.36K | 0.00% | +22+21.8% | Added |
| Bogart Wealth, LLC | 122 | $8.29K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 119 | $8.09K | 0.00% | +119 | New |
| Baker Avenue Asset Management, LP | 114 | $7.75K | 0.00% | +25+28.1% | Added |
| Activest Wealth Management | 113 | $7.58K | 0.00% | +113 | New |
| Old Second National Bank of Aurora | 111 | $7.55K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 95 | $7.30K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 98 | $7.00K | 0.00% | +4+4.3% | Added |
| Delta Asset Management LLC | 100 | $6.80K | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 95 | $6.46K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 89 | $6.05K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 79 | $5.39K | 0.00% | +1+1.3% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 74 | $5.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 67 | $4.56K | 0.00% | +32+91.4% | Added |
| Column Capital Advisors, LLC | 61 | $4.15K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 59 | $4.01K | 0.00% | −753−92.7% | Reduced |
| Nalls Sherbakoff Group, LLC | 47 | $3.17K | 0.00% | +47 | New |
| PSI Advisors, LLC | 45 | $3.06K | 0.00% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 42 | $2.85K | 0.00% | +42 | New |
| Key Financial Inc | 36 | $2.45K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 34 | $2.31K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 33 | $2.25K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 32 | $2.18K | 0.00% | +32 | New |
| Colonial Trust Co | 32 | $2.16K | 0.00% | −3−8.6% | Reduced |
| City State Bank | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| Piershale Financial Group, Inc. | 25 | $1.70K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 23 | $1.56K | 0.00% | +13+130.0% | Added |
| Allspring Global Investments Holdings, LLC | 23 | $1.56K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 20 | $1.39K | 0.00% | −10−33.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 20 | $1.36K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 17 | $1.16K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 17 | $1.03K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 15 | $1.02K | 0.00% | +15 | New |
| True Wealth Design, LLC | 13 | $884 | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 13 | $884 | 0.00% | +13 | New |
| Creative Financial Designs Inc | 11 | $748 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 10 | $680 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 3 | $202 | 0.00% | +3 | New |
| Avion Wealth | 3 | $0 | 0.00% | +3 | New |
| Summit Wealth Group, LLC | 17,405 | $0 | 0.00% | +17,405 | New |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −99,891−100.0% | Sold out |
