| Stephenson National Bank & Trust | 454 | $15.9K | 0.00% | −4,060−89.9% | Reduced |
| Hilltop National Bank | 450 | $15.8K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 445 | $15.6K | 0.00% | +7+1.6% | Added |
| Root Financial Partners, LLC | 434 | $15.2K | 0.00% | +20+4.8% | Added |
| Newbridge Financial Services Group, Inc. | 433 | $15.2K | 0.00% | −10−2.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 421 | $14.8K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 420 | $14.8K | 0.00% | +210+100.0% | Added |
| Blue Bell Private Wealth Management, LLC | 417 | $14.6K | 0.00% | +122+41.4% | Added |
| SRS Capital Advisors, Inc. | 403 | $14.2K | 0.00% | −1,797−81.7% | Reduced |
| Triumph Capital Management | 375 | $13.2K | 0.00% | +375 | New |
| National Bank of Canada | 374 | $13.1K | 0.00% | +126+50.8% | Added |
| Basecamp Wealth Advisors LLC | 365 | $12.8K | 0.00% | +365 | New |
| Prestige Wealth Management Group LLC | 360 | $12.6K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 358 | $12.6K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 356 | $12.5K | 0.00% | −212−37.3% | Reduced |
| Godfrey Financial Associates, Inc. | 332 | $11.7K | 0.01% | +332 | New |
| Parkside Financial Bank & Trust | 306 | $10.7K | 0.00% | +203+197.1% | Added |
| Bare Financial Services, Inc | 289 | $10.2K | 0.00% | −16−5.2% | Reduced |
| Rothschild Investment LLC | 257 | $9.03K | 0.00% | 00.0% | Unchanged |
| Cygnus Capital Advisors, LLC | 263 | $9.00K | 0.01% | +263 | New |
| Flagship Harbor Advisors, LLC | 248 | $8.71K | 0.00% | +248 | New |
| Washington Trust Advisors, Inc. | 247 | $8.68K | 0.00% | +5+2.1% | Added |
| TD Waterhouse Canada Inc. | 246 | $8.64K | 0.00% | +53+27.5% | Added |
| St. Johns Investment Management Company, LLC | 241 | $8.46K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 240 | $8.43K | 0.00% | −430−64.2% | Reduced |
| N.E.W. Advisory Services LLC | 239 | $8.39K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 226 | $7.94K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 225 | $7.90K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 220 | $7.73K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 215 | $7.55K | 0.00% | −199−48.1% | Reduced |
| Clearstead Advisors, LLC | 214 | $7.52K | 0.00% | −9−4.0% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 209 | $7.34K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 200 | $7.02K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 201 | $7.00K | 0.00% | −4,217−95.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 186 | $6.61K | 0.00% | −32−14.7% | Reduced |
| Assetmark, Inc | 187 | $6.57K | 0.00% | −529−73.9% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 187 | $6.57K | 0.00% | +187 | New |
| Eastern Bank | 177 | $6.22K | 0.00% | −8−4.3% | Reduced |
| DT Investment Partners, LLC | 169 | $5.94K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 167 | $5.87K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 167 | $5.87K | 0.00% | +42+33.6% | Added |
| Thompson Investment Management, Inc. | 166 | $5.83K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 152 | $5.34K | 0.00% | −11−6.7% | Reduced |
| CIBC Private Wealth Group, LLC | 148 | $5.20K | 0.00% | +43+41.0% | Added |
| Grove Bank & Trust | 147 | $5.16K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 140 | $4.90K | 0.00% | −93−39.9% | Reduced |
| Westside Investment Management, Inc. | 133 | $4.67K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 120 | $4.21K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 119 | $4.18K | 0.00% | −4−3.3% | Reduced |
| International Assets Investment Management, LLC | 116 | $4.07K | 0.00% | +116 | New |
| Medallion Wealth Advisors, LLC | 116 | $4.07K | 0.00% | +116 | New |
| Pin Oak Investment Advisors Inc | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 112 | $3.93K | 0.00% | −23−17.0% | Reduced |
| Kingdom Financial Group LLC. | 107 | $3.76K | 0.00% | +107 | New |
| Compagnie Lombard Odier SCmA | 106 | $3.72K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 105 | $3.69K | 0.00% | +90+600.0% | Added |
| Pacific Center for Financial Services | 85 | $3.67K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 100 | $3.64K | 0.00% | +100 | New |
| Financial Consulate, Inc | 103 | $3.62K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 97 | $3.41K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 94 | $3.30K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 93 | $3.27K | 0.00% | −15−13.9% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 91 | $3.20K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 82 | $3.00K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 85 | $2.98K | 0.00% | −500−85.5% | Reduced |
| South State Corp. | 83 | $2.92K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 83 | $2.92K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 82 | $2.88K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 81 | $2.85K | 0.00% | +4+5.2% | Added |
| Farmers & Merchants Investments Inc | 80 | $2.81K | 0.00% | −13−14.0% | Reduced |
| Central Trust Co | 80 | $2.81K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 78 | $2.74K | 0.00% | −100−56.2% | Reduced |
| Private Wealth Management Group, LLC | 70 | $2.46K | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 68 | $2.39K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 64 | $2.25K | 0.00% | −3−4.5% | Reduced |
| Keating Financial Advisory Services, Inc. | 63 | $2.21K | 0.00% | +63 | New |
| Bradley & Co. Private Wealth Management, LLC | 63 | $2.21K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 62 | $2.18K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 60 | $2.11K | 0.00% | −466−88.6% | Reduced |
| Geneos Wealth Management Inc. | 60 | $2.11K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 54 | $2.00K | 0.00% | −55−50.5% | Reduced |
| Capital Analysts, LLC | 54 | $2.00K | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 56 | $1.97K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 50 | $1.76K | 0.00% | −16−24.2% | Reduced |
| Kilter Group LLC | 50 | $1.76K | 0.00% | +21+72.4% | Added |
| Laurel Wealth Advisors LLC | 47 | $1.65K | 0.00% | +47 | New |
| WPG Advisers, LLC | 43 | $1.51K | 0.00% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 41 | $1.44K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 40 | $1.41K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 38 | $1.33K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 32 | $1.12K | 0.00% | +2+6.7% | Added |
| DiNuzzo Private Wealth, Inc. | 32 | $1.12K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 30 | $1.05K | 0.00% | +30 | New |
| Torren Management, LLC | 29 | $1.02K | 0.00% | +29 | New |
| Bollard Group LLC | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 28 | $983 | 0.00% | +28 | New |
| Manitou Investment Management Ltd. | 27 | $948 | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 25 | $878 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 25 | $878 | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 25 | $878 | 0.00% | 00.0% | Unchanged |