| HHM Wealth Advisors, LLC | 119 | $15.0K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 115 | $15.0K | 0.00% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 120 | $15.0K | 0.00% | +120 | New |
| Sage Private Wealth Group, LLC | 126 | $16.0K | 0.02% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 126 | $16.0K | 0.01% | +126 | New |
| Institutional & Family Asset Management, LLC | 136 | $17.0K | 0.00% | −227−62.5% | Reduced |
| Legacy Bridge, LLC | 135 | $17.0K | 0.01% | +135 | New |
| Total Clarity Wealth Management, Inc. | 144 | $18.0K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 140 | $18.0K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 149 | $19.0K | 0.00% | −135−47.5% | Reduced |
| Hanson & Doremus Investment Management | 153 | $19.0K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 152 | $19.0K | 0.00% | +12+8.6% | Added |
| Glassman Wealth Services | 157 | $20.0K | 0.00% | −9−5.4% | Reduced |
| Winch Advisory Services, LLC | 159 | $20.0K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 165 | $21.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 165 | $21.0K | 0.01% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 169 | $21.0K | 0.02% | +169 | New |
| Focused Wealth Management, Inc | 176 | $22.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 177 | $23.0K | 0.00% | −226−56.1% | Reduced |
| Valley National Advisers Inc | 188 | $24.0K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 191 | $24.0K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 185 | $24.0K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 189 | $24.0K | 0.00% | +37+24.3% | Added |
| Simon Quick Advisors, LLC | 193 | $25.0K | 0.01% | −254−56.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 200 | $25.0K | 0.00% | −80−28.6% | Reduced |
| First PREMIER Bank | 200 | $25.0K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 200 | $25.4K | 0.02% | +200 | New |
| Amplius Wealth Advisors, LLC | 206 | $26.0K | 0.00% | +206 | New |
| Burleson & Company, LLC | 211 | $27.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 224 | $28.0K | 0.00% | −166−42.6% | Reduced |
| Ritter Daniher Financial Advisory, LLC | 224 | $28.0K | 0.02% | 00.0% | Unchanged |
| Widmann Financial Services, Inc. | 224 | $28.0K | 0.02% | +224 | New |
| Private Ocean, LLC | 230 | $29.0K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 230 | $29.0K | 0.01% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 226 | $29.0K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 480 | $31.0K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 245 | $31.0K | 0.01% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 246 | $31.0K | 0.01% | +246 | New |
| Oakworth Capital, Inc. | 250 | $32.0K | 0.00% | −50−16.7% | Reduced |
| Thompson Siegel & Walmsley LLC | 251 | $32.0K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 253 | $32.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 250 | $32.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 255 | $32.0K | 0.01% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 262 | $33.0K | 0.01% | +262 | New |
| Sugarloaf Wealth Management, LLC | 267 | $34.0K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 269 | $34.0K | 0.01% | +269 | New |
| Paragon Capital Management Ltd | 268 | $34.0K | 0.01% | +268 | New |
| Masso Torrence Wealth Management Inc. | 268 | $34.0K | 0.02% | +268 | New |
| Tradewinds Capital Management, LLC | 281 | $36.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 280 | $36.0K | 0.01% | 00.0% | Unchanged |
| Red Cedar Capital, LLC | 300 | $38.0K | 0.02% | 00.0% | Unchanged |
| Avion Wealth | 300 | $38.0K | 0.01% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 300 | $38.0K | 0.02% | 00.0% | Unchanged |
| Tacita Capital Inc | 300 | $38.0K | 0.02% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 307 | $39.0K | 0.01% | +307 | New |
| Old Second National Bank of Aurora | 262 | $40.0K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 325 | $41.0K | 0.00% | −29−8.2% | Reduced |
| American National Bank | 320 | $41.0K | 0.01% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 325 | $41.0K | 0.00% | +82+33.7% | Added |
| Creative Financial Designs Inc | 329 | $42.0K | 0.01% | −182−35.6% | Reduced |
| Carmichael Hill & Associates, Inc. | 331 | $42.0K | 0.02% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 337 | $43.0K | 0.03% | −338−50.1% | Reduced |
| Kistler-Tiffany Companies, LLC | 337 | $43.0K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 346 | $44.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 350 | $44.0K | 0.01% | +80+29.6% | Added |
| Lindbrook Capital, LLC | 344 | $44.0K | 0.01% | +196+132.4% | Added |
| Archer Investment Corp | 346 | $47.3K | 0.02% | +173+100.0% | Added |
| Sound Income Strategies, LLC | 377 | $48.0K | 0.01% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 376 | $48.0K | 0.01% | +30+8.7% | Added |
| CVA Family Office, LLC | 380 | $48.0K | 0.01% | +380 | New |
| Vigilant Capital Management, LLC | 382 | $49.0K | 0.00% | −22−5.4% | Reduced |
| JNBA Financial Advisors | 395 | $50.0K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 397 | $50.4K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 401 | $50.9K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 403 | $51.0K | 0.00% | −189−31.9% | Reduced |
| Sterling Investment Advisors, Ltd. | 400 | $51.0K | 0.01% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 430 | $54.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 438 | $56.0K | 0.08% | +438 | New |
| IMA Wealth, Inc. | 452 | $57.0K | 0.01% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 450 | $57.0K | 0.03% | +450 | New |
| Washington Trust Advisors, Inc. | 446 | $57.0K | 0.00% | +446 | New |
| Quent Capital, LLC | 452 | $57.0K | 0.01% | +452 | New |
| State of Wyoming | 470 | $60.0K | 0.03% | −68−12.6% | Reduced |
| Koshinski Asset Management, Inc. | 477 | $60.6K | 0.00% | +320+203.8% | Added |
| Gemmer Asset Management LLC | 478 | $61.0K | 0.01% | +54+12.7% | Added |
| Acadian Asset Management LLC | 510 | $64.0K | 0.00% | −264−34.1% | Reduced |
| Piscataqua Savings Bank | 507 | $64.0K | 0.05% | 00.0% | Unchanged |
| Clean Yield Group | 507 | $64.0K | 0.02% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 506 | $64.0K | 0.00% | +38+8.1% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 500 | $64.1K | 0.00% | −651−56.6% | Reduced |
| Adirondack Trust Co | 521 | $66.0K | 0.03% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 531 | $67.0K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 528 | $67.0K | 0.01% | 00.0% | Unchanged |
| Old North State Trust, LLC | 545 | $69.0K | 0.05% | −102−15.8% | Reduced |
| Private Capital Group, LLC | 540 | $69.0K | 0.01% | 00.0% | Unchanged |
| Richwood Investment Advisors, LLC | 542 | $69.0K | 0.06% | +542 | New |
| Optimum Investment Advisors | 550 | $70.0K | 0.03% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 562 | $71.0K | 0.01% | +5+0.9% | Added |
| FourThought Financial, LLC | 582 | $74.0K | 0.01% | 00.0% | Unchanged |
| S.A. Mason LLC | 600 | $76.0K | 0.05% | 00.0% | Unchanged |