| Parkside Financial Bank & Trust | 252 | $35.4K | 0.01% | −26−9.4% | Reduced |
| Blue Bell Private Wealth Management, LLC | 246 | $34.5K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 246 | $34.5K | 0.00% | −5−2.0% | Reduced |
| Tradewinds Capital Management, LLC | 233 | $32.7K | 0.01% | +225+2,812.5% | Added |
| Harbour Investments, Inc. | 229 | $32.1K | 0.00% | +5+2.2% | Added |
| Financial Avengers, Inc. | 223 | $31.3K | 0.02% | 00.0% | Unchanged |
| Westpac Banking Corp | 220 | $30.9K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 215 | $30.2K | 0.00% | +215 | New |
| BluePath Capital Management, LLC | 213 | $29.9K | 0.03% | +213 | New |
| Hexagon Capital Partners LLC | 203 | $28.5K | 0.01% | −2−1.0% | Reduced |
| Webster Bank, N. A. | 203 | $28.5K | 0.00% | +203 | New |
| Spotlight Asset Group, Inc. | 200 | $28.1K | 0.03% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 200 | $28.1K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 199 | $27.9K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 198 | $27.0K | 0.00% | +198 | New |
| Connectus Wealth, LLC | 19,176 | $26.9K | 0.00% | −142−0.7% | Reduced |
| Key Financial Inc | 191 | $26.8K | 0.01% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 185 | $26.0K | 0.01% | +185 | New |
| Cary Street Partner Investment Advisory LLC | 177 | $24.8K | 0.00% | +93+110.7% | Added |
| Geneos Wealth Management Inc. | 173 | $24.3K | 0.00% | +4+2.4% | Added |
| Spire Wealth Management | 164 | $23.0K | 0.00% | +137+507.4% | Added |
| Glassman Wealth Services | 160 | $22.5K | 0.00% | +60+60.0% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 160 | $22.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 148 | $22.0K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 150 | $21.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 141 | $19.8K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 128 | $18.0K | 0.02% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 124 | $17.0K | 0.00% | +36+40.9% | Added |
| Gables Capital Management Inc. | 121 | $17.0K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 115 | $16.1K | 0.01% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 109 | $15.3K | 0.01% | +109 | New |
| Farmers & Merchants Investments Inc | 107 | $15.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 104 | $14.6K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 100 | $14.0K | 0.00% | +100 | New |
| Covestor Ltd | 96 | $14.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 97 | $13.6K | 0.00% | +2+2.1% | Added |
| LGT Financial Advisors LLC | 91 | $12.8K | 0.02% | +91 | New |
| JFS Wealth Advisors, LLC | 84 | $11.8K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 84 | $11.8K | 0.00% | +10+13.5% | Added |
| Venturi Wealth Management, LLC | 82 | $11.5K | 0.00% | +82 | New |
| Ranger Investment Management, L.P. | 77 | $10.8K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 76 | $10.7K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 72 | $10.1K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 70 | $9.83K | 0.00% | +70 | New |
| Baker Avenue Asset Management, LP | 70 | $9.83K | 0.00% | +63+900.0% | Added |
| Rise Advisors, LLC | 69 | $9.69K | 0.01% | −23−25.0% | Reduced |
| Taikang Asset Management (Hong Kong) Co Ltd | 8,779 | $9.65K | 0.28% | 00.0% | Unchanged |
| Operose Advisors LLC | 64 | $8.98K | 0.00% | +64 | New |
| IFP Advisors, Inc | 63 | $8.85K | 0.00% | +13+26.0% | Added |
| Valley National Advisers Inc | 57 | $8.00K | 0.00% | +5+9.6% | Added |
| Zions Bancorporation, N.A. | 56 | $7.86K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 56 | $7.86K | 0.00% | +15+36.6% | Added |
| Abound Wealth Management | 54 | $7.58K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 50 | $7.14K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 50 | $7.00K | 0.00% | +1+2.0% | Added |
| Steward Financial Group LLC | 55 | $7.00K | 0.00% | +55 | New |
| Headinvest, LLC | 49 | $6.81K | 0.00% | +49 | New |
| New England Capital Financial Advisors LLC | 46 | $6.46K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 46 | $6.46K | 0.00% | +6+15.0% | Added |
| WFA Asset Management Corp | 45 | $6.32K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 41 | $6.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 37 | $6.00K | 0.00% | +21+131.3% | Added |
| Institutional & Family Asset Management, LLC | 42 | $5.90K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 41 | $5.76K | 0.00% | +41 | New |
| Clearstead Advisors, LLC | 40 | $5.62K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 40 | $5.62K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 40 | $5.62K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 40 | $5.62K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 39 | $5.22K | 0.00% | +20+105.3% | Added |
| Salem Investment Counselors Inc | 35 | $4.91K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 30 | $4.21K | 0.00% | +30 | New |
| Macroview Investment Management LLC | 29 | $4.07K | 0.01% | +29 | New |
| Pin Oak Investment Advisors Inc | 28 | $4.00K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 28 | $3.93K | 0.00% | 00.0% | Unchanged |
| Authentikos Wealth Advisory, LLC | 24 | $3.37K | 0.00% | +24 | New |
| Cullen/Frost Bankers, Inc. | 21 | $2.95K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 20 | $2.81K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 20 | $2.81K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 19 | $2.67K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 19 | $2.67K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 18 | $2.53K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 18 | $2.53K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 17 | $2.39K | 0.00% | −54−76.1% | Reduced |
| DT Investment Partners, LLC | 17 | $2.39K | 0.00% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 17 | $2.39K | 0.00% | +17 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 16 | $2.25K | 0.00% | +16 | New |
| SJS Investment Consulting Inc. | 15 | $2.11K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 15 | $2.11K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 15 | $2.11K | 0.00% | +6+66.7% | Added |
| Hibernia Wealth Partners, LLC | 15 | $2.11K | 0.00% | +15 | New |
| Kelly Financial Services LLC | 15 | $2.11K | 0.00% | +15 | New |
| Bellevue Asset Management, LLC | 15 | $2.10K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 20 | $2.08K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 14 | $1.97K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 14 | $1.97K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 13 | $1.82K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 12 | $1.69K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 12 | $1.69K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 10 | $1.40K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 9 | $1.26K | 0.00% | −111−92.5% | Reduced |