| Central Trust Co | 487 | $105.0K | 0.00% | +487 | New |
| Geneos Wealth Management Inc. | 468 | $100.0K | 0.00% | +7+1.5% | Added |
| Quadrant Capital Group LLC | 460 | $99.0K | 0.01% | +354+334.0% | Added |
| Crescent Capital Consulting, LLC | 432 | $92.0K | 0.02% | 00.0% | Unchanged |
| Private Capital Group, LLC | 414 | $89.0K | 0.02% | −3−0.7% | Reduced |
| Koshinski Asset Management, Inc. | 405 | $87.2K | 0.01% | +78+23.9% | Added |
| PFG Private Wealth Management, LLC | 363 | $78.0K | 0.04% | +31+9.3% | Added |
| Tilia Fiduciary Partners, Inc. | 355 | $76.0K | 0.06% | +355 | New |
| Exane Derivatives | 341 | $73.4K | 0.02% | +16+4.9% | Added |
| Caldwell Trust Co | 333 | $71.7K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 329 | $71.0K | 0.01% | −33−9.1% | Reduced |
| Tortoise Investment Management, LLC | 331 | $71.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 318 | $68.0K | 0.00% | −58−15.4% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 319 | $68.0K | 0.00% | +319 | New |
| First Horizon Advisors, Inc. | 305 | $65.0K | 0.00% | +43+16.4% | Added |
| Deseret Mutual Benefit Administrators | 296 | $64.0K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 275 | $59.0K | 0.01% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 270 | $58.0K | 0.01% | −106−28.2% | Reduced |
| IFP Advisors, Inc | 271 | $58.0K | 0.00% | −47−14.8% | Reduced |
| Institutional & Family Asset Management, LLC | 263 | $57.0K | 0.01% | +263 | New |
| Laffer Tengler Investments | 264 | $56.9K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 260 | $56.0K | 0.00% | −1,992−88.5% | Reduced |
| Stonebridge Financial Planning Group, LLC | 262 | $54.0K | 0.03% | −13−4.7% | Reduced |
| Capital Advisors, Ltd. LLC | 244 | $53.0K | 0.01% | −517−67.9% | Reduced |
| Signaturefd, LLC | 241 | $52.0K | 0.00% | +52+27.5% | Added |
| Sterling Investment Advisors, Ltd. | 1,086 | $51.0K | 0.01% | +199+22.4% | Added |
| Freedman Financial Associates, Inc. | 216 | $47.0K | 0.03% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 218 | $47.0K | 0.01% | +30+16.0% | Added |
| First Command Bank | 218 | $46.0K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 210 | $45.0K | 0.01% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 212 | $45.0K | 0.00% | +110+107.8% | Added |
| CoreCap Advisors, LLC | 202 | $44.0K | 0.00% | +202 | New |
| American Portfolios Advisors | 201 | $43.3K | 0.00% | +28+16.2% | Added |
| First National Bank of South Miami | 200 | $43.0K | 0.03% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 200 | $43.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 194 | $42.0K | 0.00% | −20−9.3% | Reduced |
| Capstone Investment Advisors, LLC | 190 | $41.0K | 0.00% | −1,195−86.3% | Reduced |
| Adirondack Trust Co | 189 | $41.0K | 0.02% | −50−20.9% | Reduced |
| Tobam | 184 | $40.0K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 200 | $36.0K | 0.01% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 169 | $36.0K | 0.01% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 152 | $33.0K | 0.01% | +59+63.4% | Added |
| Northwest Investment Counselors, LLC | 150 | $32.0K | 0.01% | +150 | New |
| Concord Wealth Partners | 143 | $31.0K | 0.01% | +143 | New |
| MUFG Americas Holdings Corp | 140 | $30.0K | 0.00% | 00.0% | Unchanged |
| Investmark Advisory Group LLC | 134 | $29.0K | 0.03% | +134 | New |
| Front Row Advisors LLC | 128 | $28.0K | 0.01% | −4−3.0% | Reduced |
| Fortitude Advisory Group L.L.C. | 129 | $28.0K | 0.01% | +129 | New |
| AdvisorNet Financial, Inc | 122 | $26.0K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 104 | $22.0K | 0.00% | 00.0% | Unchanged |
| Barrett Asset Management, LLC | 100 | $22.0K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 100 | $22.0K | 0.01% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 100 | $22.0K | 0.00% | +100 | New |
| Ulland Investment Advisors, LLC | 100 | $22.0K | 0.01% | +100 | New |
| Lindbrook Capital, LLC | 97 | $21.0K | 0.00% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 100 | $21.0K | 0.00% | +100 | New |
| Confluence Wealth Services, Inc. | 99 | $21.0K | 0.01% | +99 | New |
| First Command Financial Services, Inc. | 87 | $19.0K | 0.00% | −131−60.1% | Reduced |
| Whittier Trust Co | 90 | $19.0K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 89 | $19.0K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 89 | $19.0K | 0.01% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 86 | $19.0K | 0.02% | +86 | New |
| Parkside Financial Bank & Trust | 82 | $17.0K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 80 | $17.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 75 | $16.0K | 0.00% | −125−62.5% | Reduced |
| South State Corp. | 75 | $16.0K | 0.00% | +75 | New |
| Professional Financial Advisors, LLC | 65 | $14.0K | 0.01% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 64 | $14.0K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 61 | $13.0K | 0.01% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 58 | $13.0K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 56 | $12.1K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 56 | $12.0K | 0.00% | +56 | New |
| Lenox Wealth Advisors, LLC | 52 | $11.0K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 50 | $11.0K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 50 | $11.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 46 | $10.0K | 0.00% | +46 | New |
| Harvest Fund Management Co., Ltd | 45 | $9.00K | 0.00% | −182−80.2% | Reduced |
| Loomis Sayles & Co L P | 43 | $9.00K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 43 | $9.00K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 42 | $9.00K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 36 | $8.00K | 0.00% | +36 | New |
| Prestige Wealth Management Group LLC | 31 | $7.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 31 | $7.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 32 | $7.00K | 0.01% | +13+68.4% | Added |
| WFA Asset Management Corp | 31 | $6.73K | 0.00% | +31 | New |
| FourThought Financial, LLC | 30 | $6.00K | 0.00% | −36−54.5% | Reduced |
| Versant Capital Management, Inc | 27 | $6.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 28 | $6.00K | 0.00% | −2−6.7% | Reduced |
| Salem Investment Counselors Inc | 26 | $6.00K | 0.00% | +26 | New |
| West Bancorporation Inc | 26 | $6.00K | 0.00% | +26 | New |
| Kelly Financial Services LLC | 26 | $5.60K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 23 | $5.00K | 0.00% | +23 | New |
| Rise Advisors, LLC | 21 | $4.63K | 0.00% | +21 | New |
| Massmutual Trust Co FSB | 19 | $4.00K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 17 | $4.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 17 | $4.00K | 0.00% | +17 | New |
| GPS Wealth Strategies Group, LLC | 18 | $4.00K | 0.00% | +18 | New |
| Anchor Investment Management, LLC | 15 | $3.23K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 16 | $3.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 16 | $3.00K | 0.00% | 00.0% | Unchanged |