| Signaturefd, LLC | 207 | $107.0K | 0.00% | +38+22.5% | Added |
| Community Bank, N.A. | 200 | $103.0K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 192 | $98.0K | 0.00% | +19+11.0% | Added |
| Spectrum Management Group, LLC | 189 | $97.0K | 0.02% | +189 | New |
| CX Institutional | 184 | $95.0K | 0.01% | −2−1.1% | Reduced |
| Global Financial Private Client, LLC | 185 | $94.5K | 0.05% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 175 | $89.0K | 0.01% | +38+27.7% | Added |
| Huntington National Bank | 171 | $88.0K | 0.00% | +165+2,750.0% | Added |
| Bay Harbor Wealth Management, LLC | 163 | $84.0K | 0.04% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 162 | $83.0K | 0.03% | +162 | New |
| Hartford Financial Management Inc. | 160 | $82.0K | 0.02% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 156 | $80.0K | 0.02% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 153 | $80.0K | 0.05% | +153 | New |
| Harbour Investments, Inc. | 144 | $74.0K | 0.00% | +17+13.4% | Added |
| Sargent Bickham Lagudis LLC | 142 | $73.0K | 0.01% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 141 | $73.0K | 0.00% | +141 | New |
| Cullen/Frost Bankers, Inc. | 140 | $72.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 137 | $71.0K | 0.01% | +12+9.6% | Added |
| Quadrant Capital Group LLC | 138 | $71.0K | 0.01% | +14+11.3% | Added |
| First Horizon Advisors, Inc. | 131 | $67.0K | 0.00% | +79+151.9% | Added |
| Salem Investment Counselors Inc | 125 | $64.0K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 102 | $53.0K | 0.01% | 00.0% | Unchanged |
| Private Capital Group, LLC | 100 | $52.0K | 0.01% | −29−22.5% | Reduced |
| Tortoise Investment Management, LLC | 100 | $52.0K | 0.01% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 100 | $52.0K | 0.02% | +100 | New |
| Leonteq Securities AG | 100 | $51.5K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 99 | $51.0K | 0.00% | 00.0% | Unchanged |
| American National Bank | 95 | $49.0K | 0.01% | +85+850.0% | Added |
| FourThought Financial, LLC | 92 | $47.0K | 0.01% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 85 | $47.0K | 0.02% | +79+1,316.7% | Added |
| Wagner Wealth Management, LLC | 85 | $45.0K | 0.04% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 85 | $44.0K | 0.03% | 00.0% | Unchanged |
| Adirondack Trust Co | 80 | $43.0K | 0.02% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 75 | $39.0K | 0.02% | −6−7.4% | Reduced |
| Arkadios Wealth Advisors | 77 | $39.0K | 0.01% | +10+14.9% | Added |
| Semmax Financial Advisors Inc. | 71 | $37.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 71 | $37.0K | 0.00% | +1+1.4% | Added |
| Wolff Wiese Magana LLC | 72 | $37.0K | 0.03% | +41+132.3% | Added |
| Sandy Spring Bank | 71 | $36.0K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 70 | $36.0K | 0.01% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 70 | $36.0K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 60 | $31.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 61 | $31.0K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 60 | $30.9K | 0.00% | +60 | New |
| Sugarloaf Wealth Management, LLC | 59 | $30.0K | 0.01% | 00.0% | Unchanged |
| Lee Financial Co | 56 | $29.0K | 0.01% | −13−18.8% | Reduced |
| West Branch Capital LLC | 56 | $29.0K | 0.01% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 51 | $26.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 50 | $26.0K | 0.01% | +4+8.7% | Added |
| GeoWealth Management, LLC | 48 | $25.0K | 0.00% | −106−68.8% | Reduced |
| TD Ameritrade Investment Management, LLC | 96 | $24.0K | 0.00% | +93+3,100.0% | Added |
| PrairieView Partners, LLC | 44 | $23.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 43 | $22.0K | 0.01% | +30+230.8% | Added |
| MUFG Americas Holdings Corp | 42 | $22.0K | 0.00% | +42 | New |
| D'Orazio & Associates, Inc. | 41 | $21.0K | 0.01% | +41 | New |
| Lenox Wealth Advisors, LLC | 33 | $17.0K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 33 | $17.0K | 0.00% | +33 | New |
| Financial Management Professionals, Inc. | 29 | $15.0K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 30 | $15.0K | 0.01% | +30 | New |
| Carolinas Wealth Consulting LLC | 27 | $14.0K | 0.00% | −7−20.6% | Reduced |
| Crewe Advisors LLC | 28 | $14.0K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 27 | $14.0K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 25 | $13.0K | 0.00% | −27−51.9% | Reduced |
| Hudock, Inc. | 26 | $13.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 25 | $13.0K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 25 | $13.0K | 0.00% | +10+66.7% | Added |
| Ancora Advisors, LLC | 23 | $12.0K | 0.00% | −48−67.6% | Reduced |
| Baystate Wealth Management LLC | 24 | $12.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 24 | $12.0K | 0.00% | +24 | New |
| First Financial Corp | 21 | $11.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 21 | $11.0K | 0.00% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 20 | $11.0K | 0.00% | +20 | New |
| Sonora Investment Management, LLC | 20 | $10.0K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 19 | $10.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 20 | $10.0K | 0.00% | +20 | New |
| Allworth Financial LP | 20 | $10.0K | 0.00% | +20 | New |
| Ellevest, Inc. | 19 | $10.0K | 0.00% | +19 | New |
| Carroll Financial Associates, Inc. | 18 | $9.00K | 0.00% | −111−86.0% | Reduced |
| Resolute Partners Group | 18 | $9.00K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 17 | $9.00K | 0.00% | +17 | New |
| Heritage Wealth Advisors | 17 | $8.76K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 15 | $8.00K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 15 | $8.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 16 | $8.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 15 | $7.73K | 0.00% | +2+15.4% | Added |
| BerganKDV Wealth Management, LLC | 14 | $7.00K | 0.00% | −8−36.4% | Reduced |
| Jones Financial Companies LLLP | 12 | $6.00K | 0.00% | 00.0% | Unchanged |
| Security National Trust Co | 11 | $6.00K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 12 | $6.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 11 | $6.00K | 0.00% | +6+120.0% | Added |
| MV Capital Management, Inc. | 11 | $6.00K | 0.00% | +7+175.0% | Added |
| Clean Yield Group | 11 | $6.00K | 0.00% | +11 | New |
| Orion Capital Management LLC | 11 | $6.00K | 0.00% | +11 | New |
| Kowal Investment Group, LLC | 11 | $6.00K | 0.00% | +11 | New |
| Pittenger & Anderson Inc | 10 | $5.00K | 0.00% | +3+42.9% | Added |
| Winch Advisory Services, LLC | 10 | $5.00K | 0.00% | +10 | New |
| Syverson Strege & Co | 9 | $5.00K | 0.00% | +9 | New |
| Burleson & Company, LLC | 10 | $5.00K | 0.00% | +10 | New |
| Sutton Wealth Advisors Inc. | 8 | $4.12K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 8 | $4.00K | 0.00% | 00.0% | Unchanged |