| Ameritas Investment Partners, Inc. | 211 | $34.1K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 211 | $34.0K | 0.01% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 205 | $33.2K | 0.01% | +205 | New |
| Trifecta Capital Advisors, LLC | 200 | $32.4K | 0.01% | 00.0% | Unchanged |
| Lee Financial Co | 200 | $32.4K | 0.01% | +200 | New |
| Prestige Wealth Management Group LLC | 197 | $31.9K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 188 | $30.0K | 0.00% | +163+652.0% | Added |
| Stone House Investment Management, LLC | 177 | $28.7K | 0.01% | +63+55.3% | Added |
| Cornerstone Planning Group LLC | 177 | $28.6K | 0.01% | +177 | New |
| Ritter Daniher Financial Advisory LLC | 175 | $28.3K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 169 | $27.3K | 0.01% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 167 | $27.0K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 163 | $26.4K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 161 | $26.1K | 0.00% | +101+168.3% | Added |
| Bell Investment Advisors, Inc | 159 | $25.7K | 0.01% | +17+12.0% | Added |
| Coastal Capital Group, Inc. | 153 | $24.8K | 0.01% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 152 | $24.6K | 0.00% | −33−17.8% | Reduced |
| Citizens National Bank Trust Department | 150 | $24.3K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 150 | $24.3K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 150 | $24.3K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 146 | $24.0K | 0.01% | +146 | New |
| Copeland Capital Management, LLC | 141 | $22.8K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 136 | $22.0K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 136 | $22.0K | 0.01% | +136 | New |
| Harvest Fund Management Co., Ltd | 136 | $22.0K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 135 | $21.8K | 0.01% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 129 | $20.9K | 0.03% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 127 | $20.6K | 0.00% | +18+16.5% | Added |
| Horan Securities, Inc. | 127 | $20.5K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 125 | $20.2K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 125 | $20.2K | 0.02% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 121 | $20.0K | 0.01% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 112 | $18.1K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 111 | $18.0K | 0.01% | +111 | New |
| Intrepid Capital Management Inc | 110 | $17.8K | 0.01% | +110 | New |
| Aspire Private Capital, LLC | 106 | $17.2K | 0.01% | −3−2.8% | Reduced |
| Retirement Group, LLC | 106 | $17.2K | 0.01% | +106 | New |
| Harbor Investment Advisory, LLC | 104 | $16.8K | 0.00% | +2+2.0% | Added |
| TD Capital Management LLC | 103 | $16.7K | 0.00% | +1+1.0% | Added |
| Acima Private Wealth, LLC | 101 | $16.3K | 0.01% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 100 | $16.2K | 0.00% | −1,000−90.9% | Reduced |
| Peoples Financial Services Corp. | 100 | $16.2K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 100 | $16.2K | 0.01% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 100 | $16.2K | 0.00% | +100 | New |
| PSI Advisors, LLC | 100 | $16.2K | 0.01% | +100 | New |
| JDM Financial Group LLC | 95 | $15.4K | 0.01% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 85 | $13.8K | 0.00% | +85 | New |
| ICA Group Wealth Management, LLC | 76 | $12.3K | 0.00% | −294−79.5% | Reduced |
| Advisors Preferred, LLC | 77 | $12.3K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 76 | $12.0K | 0.01% | −8−9.5% | Reduced |
| GeoWealth Management, LLC | 73 | $12.0K | 0.00% | +73 | New |
| NewSquare Capital LLC | 70 | $11.3K | 0.00% | +50+250.0% | Added |
| Point72 Asset Management, L.P. | 67 | $10.8K | 0.00% | +67 | New |
| Jones Financial Companies LLLP | 65 | $10.5K | 0.00% | −42−39.3% | Reduced |
| Global Wealth Strategies & Associates | 60 | $9.71K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 60 | $9.71K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 58 | $9.39K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 54 | $8.74K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 50 | $8.13K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 50 | $8.09K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 50 | $8.09K | 0.00% | +50 | New |
| ORG Partners LLC | 47 | $8.00K | 0.00% | +47 | New |
| Larson Financial Group LLC | 48 | $7.77K | 0.00% | +5+11.6% | Added |
| Raleigh Capital Management Inc. | 45 | $7.32K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 45 | $7.28K | 0.00% | +45 | New |
| Carmel Capital Partners, LLC | 44 | $7.12K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 43 | $6.96K | 0.00% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 43 | $6.96K | 0.01% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 41 | $6.63K | 0.00% | +41 | New |
| Western Pacific Wealth Management, LP | 40 | $6.47K | 0.00% | +12+42.9% | Added |
| West Branch Capital LLC | 39 | $6.31K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 39 | $6.31K | 0.00% | +39 | New |
| True Wealth Design, LLC | 38 | $6.15K | 0.00% | 00.0% | Unchanged |
| City State Bank | 40 | $6.00K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 35 | $6.00K | 0.01% | +35 | New |
| Hoey Investments, Inc | 34 | $5.50K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 31 | $5.02K | 0.00% | +25+416.7% | Added |
| Crewe Advisors LLC | 31 | $5.02K | 0.00% | −371−92.3% | Reduced |
| Farther Finance Advisors, LLC | 31 | $5.02K | 0.00% | −34−52.3% | Reduced |
| Macquarie Group Ltd | 28 | $5.00K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 30 | $4.86K | 0.01% | +30 | New |
| Carolinas Wealth Consulting LLC | 28 | $4.60K | 0.00% | +28 | New |
| Safeguard Financial, LLC | 25 | $4.00K | 0.00% | +25 | New |
| New Millennium Group LLC | 23 | $3.72K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 20 | $3.56K | 0.00% | −13−39.4% | Reduced |
| Institutional & Family Asset Management, LLC | 20 | $3.24K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 19 | $3.08K | 0.00% | 00.0% | Unchanged |
| Kames Capital plc | 18 | $3.00K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 18 | $2.91K | 0.00% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 16 | $2.59K | 0.00% | +2+14.3% | Added |
| Ridgewood Investments LLC | 14 | $2.27K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 8,662 | $2.20K | 0.01% | −261−2.9% | Reduced |
| MV Capital Management, Inc. | 10 | $1.62K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 9 | $1.46K | 0.00% | +9 | New |
| McClarren Financial Advisors, Inc. | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 5 | $812 | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 5 | $810 | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 25,054 | $251 | 0.03% | +25,054 | New |
| Senator Investment Group LP | 0 | $0 | 0.00% | −425,000−100.0% | Sold out |
| Tang Capital Management LLC | 0 | $0 | 0.00% | −135,000−100.0% | Sold out |
