| Provenance Wealth Advisors, LLC | 555 | $86.4K | 0.01% | +555 | New |
| China Universal Asset Management Co., Ltd. | 544 | $84.6K | 0.02% | +380+231.7% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 524 | $82.0K | 0.00% | −43−7.6% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 487 | $75.8K | 0.03% | +487 | New |
| Natixis Investment Managers International | 478 | $74.4K | 0.01% | −32−6.3% | Reduced |
| Sandy Spring Bank | 477 | $74.2K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 475 | $73.9K | 0.00% | 00.0% | Unchanged |
| Centiva Capital, LP | 437 | $68.0K | 0.00% | +437 | New |
| Manchester Capital Management LLC | 435 | $67.7K | 0.01% | −1−0.2% | Reduced |
| Huntington National Bank | 427 | $66.4K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 410 | $63.8K | 0.04% | +256+166.2% | Added |
| Tobam | 373 | $58.0K | 0.00% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 319 | $49.6K | 0.01% | +319 | New |
| Capital Analysts, LLC | 305 | $48.0K | 0.00% | +10+3.4% | Added |
| Resources Management Corp | 300 | $47.0K | 0.01% | 00.0% | Unchanged |
| Cambridge Trust Co | 300 | $46.7K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 300 | $46.7K | 0.02% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 406 | $45.4K | 0.02% | +98+31.8% | Added |
| First Horizon Advisors, Inc. | 289 | $45.0K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 282 | $44.0K | 0.01% | −49−14.8% | Reduced |
| Ancora Advisors, LLC | 250 | $38.9K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 245 | $38.1K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 244 | $38.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 237 | $36.9K | 0.00% | +5+2.2% | Added |
| TD Waterhouse Canada Inc. | 210 | $33.8K | 0.00% | −73−25.8% | Reduced |
| BluePath Capital Management, LLC | 205 | $31.9K | 0.03% | +205 | New |
| Spire Wealth Management | 200 | $31.1K | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 200 | $31.1K | 0.02% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 198 | $30.8K | 0.00% | −2−1.0% | Reduced |
| Carmichael Hill & Associates, Inc. | 169 | $26.3K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 168 | $26.1K | 0.00% | +35+26.3% | Added |
| Brown Brothers Harriman & Co | 165 | $25.7K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 163 | $25.4K | 0.00% | 00.0% | Unchanged |
| Family CFO Inc | 157 | $24.4K | 0.02% | +157 | New |
| MUFG Securities EMEA plc | 145 | $22.6K | 0.00% | −34,645−99.6% | Reduced |
| Allworth Financial LP | 138 | $21.5K | 0.00% | −99−41.8% | Reduced |
| Headinvest, LLC | 120 | $19.3K | 0.00% | +120 | New |
| Center for Financial Planning, Inc. | 124 | $19.3K | 0.00% | 00.0% | Unchanged |
| Swedbank AB | 124 | $19.3K | 0.00% | −8,800−98.6% | Reduced |
| Glen Eagle Advisors, LLC | 123 | $19.1K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 120 | $18.7K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 113 | $17.6K | 0.00% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 107 | $16.6K | 0.00% | +27+33.8% | Added |
| Creative Financial Designs Inc | 105 | $16.3K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 105 | $16.3K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 105 | $16.3K | 0.01% | 00.0% | Unchanged |
| Financial Freedom, LLC | 105 | $16.3K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 105 | $16.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 100 | $16.0K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 100 | $15.6K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 100 | $15.6K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $15.6K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 100 | $15.6K | 0.01% | +100 | New |
| SJS Investment Consulting Inc. | 98 | $15.2K | 0.00% | +2+2.1% | Added |
| Hantz Financial Services, Inc. | 98 | $15.0K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 95 | $14.8K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 90 | $14.0K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 80 | $12.4K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 80 | $12.4K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 80 | $12.4K | 0.00% | +20+33.3% | Added |
| Provence Wealth Management Group | 80 | $12.4K | 0.01% | +80 | New |
| Edmond de Rothschild Holding S.A. | 79 | $12.3K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 72 | $11.2K | 0.00% | 00.0% | Unchanged |
| Liberty One Investment Management, LLC | 72 | $11.2K | 0.00% | +8+12.5% | Added |
| Chesapeake Asset Management LLC | 70 | $10.9K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 72 | $10.5K | 0.00% | 00.0% | Unchanged |
| Authentikos Wealth Advisory, LLC | 63 | $9.80K | 0.01% | +63 | New |
| SRS Capital Advisors, Inc. | 60 | $9.34K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 60 | $9.34K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 57 | $9.00K | 0.00% | +29+103.6% | Added |
| Tradewinds Capital Management, LLC | 55 | $8.56K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 55 | $8.56K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 55 | $8.56K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 50 | $8.43K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 54 | $8.40K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 53 | $8.25K | 0.00% | +53 | New |
| Highlander Capital Management, LLC | 50 | $8.00K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 50 | $8.00K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 50 | $7.78K | 0.01% | +50 | New |
| Global Retirement Partners, LLC | 50 | $7.76K | 0.00% | +1+2.0% | Added |
| Barrett & Company, Inc. | 49 | $7.58K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 50 | $7.00K | 0.00% | +50 | New |
| Earnest Partners LLC | 44 | $6.85K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 43 | $6.69K | 0.01% | −43−50.0% | Reduced |
| HighMark Wealth Management LLC | 42 | $6.54K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 40 | $6.22K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 37 | $5.76K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 33 | $5.00K | 0.00% | +12+57.1% | Added |
| Beaird Harris Wealth Management, LLC | 32 | $4.98K | 0.00% | +10+45.5% | Added |
| Column Capital Advisors, LLC | 31 | $4.82K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 30 | $4.67K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 27 | $4.20K | 0.00% | −22−44.9% | Reduced |
| Salem Investment Counselors Inc | 25 | $3.89K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 23 | $3.58K | 0.00% | +5+27.8% | Added |
| Zions Bancorporation, N.A. | 23 | $3.58K | 0.00% | +4+21.1% | Added |
| Concord Wealth Partners | 21 | $3.27K | 0.00% | +5+31.3% | Added |
| Arrow Financial Corp | 20 | $3.11K | 0.00% | +20 | New |
| Valley National Advisers Inc | 20 | $3.00K | 0.00% | +20 | New |
| Bell Investment Advisors, Inc | 16 | $2.49K | 0.00% | +9+128.6% | Added |
| JFS Wealth Advisors, LLC | 14 | $2.18K | 0.00% | +2+16.7% | Added |