| Spire Wealth Management | 831 | $35.4K | 0.00% | +201+31.9% | Added |
| Exchange Traded Concepts, LLC | 791 | $33.7K | 0.00% | −1,505−65.5% | Reduced |
| Ritter Daniher Financial Advisory LLC | 733 | $31.2K | 0.01% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 699 | $29.7K | 0.01% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 690 | $29.4K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 670 | $29.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 624 | $29.0K | 0.00% | −89−12.5% | Reduced |
| Westside Investment Management, Inc. | 652 | $27.8K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 596 | $25.0K | 0.01% | −366−38.0% | Reduced |
| Ci Investments Inc. | 555 | $24.0K | 0.00% | +44+8.6% | Added |
| Sunbelt Securities, Inc. | 555 | $23.2K | 0.00% | +555 | New |
| Boyd Watterson Asset Management LLC | 538 | $22.9K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 521 | $22.2K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 500 | $21.3K | 0.01% | +500 | New |
| Ridgewood Investments LLC | 493 | $21.0K | 0.01% | +493 | New |
| Beacon Capital Management, LLC | 473 | $20.1K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 470 | $20.0K | 0.00% | −1−0.2% | Reduced |
| Deseret Mutual Benefit Administrators | 458 | $19.5K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 433 | $18.4K | 0.00% | −267−38.1% | Reduced |
| Register Financial Advisors LLC | 425 | $18.1K | 0.01% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 465 | $18.1K | 0.00% | +465 | New |
| Huntington National Bank | 334 | $14.2K | 0.00% | +86+34.7% | Added |
| GPS Wealth Strategies Group, LLC | 330 | $14.0K | 0.00% | +330 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 319 | $13.6K | 0.00% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 300 | $12.8K | 0.01% | +300 | New |
| Smithfield Trust Co | 277 | $12.0K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 277 | $11.8K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 273 | $11.6K | 0.00% | −7−2.5% | Reduced |
| Harbor Investment Advisory, LLC | 264 | $11.2K | 0.00% | +14+5.6% | Added |
| Strengthening Families & Communities, LLC | 266 | $11.0K | 0.01% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 250 | $11.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 254 | $10.8K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 250 | $10.6K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 236 | $10.0K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 229 | $9.75K | 0.00% | −12−5.0% | Reduced |
| EverSource Wealth Advisors, LLC | 222 | $9.45K | 0.00% | +222 | New |
| WealthPlan Investment Management, LLC | 210 | $8.94K | 0.00% | +210 | New |
| JFS Wealth Advisors, LLC | 208 | $8.85K | 0.00% | +32+18.2% | Added |
| Gables Capital Management Inc. | 189 | $8.04K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 179 | $8.00K | 0.01% | +3+1.7% | Added |
| Private Trust Co NA | 179 | $7.62K | 0.00% | −16−8.2% | Reduced |
| Norwood Financial Corp | 175 | $7.45K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 175 | $7.45K | 0.00% | +148+548.1% | Added |
| Creative Financial Designs Inc | 161 | $6.87K | 0.00% | 00.0% | Unchanged |
| Deane Retirement Strategies, Inc. | 153 | $6.51K | 0.00% | +153 | New |
| Bokf, NA | 148 | $6.30K | 0.00% | +148 | New |
| Hazlett, Burt & Watson, Inc. | 150 | $6.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 133 | $6.00K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 127 | $5.42K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 127 | $5.41K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 125 | $5.32K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 118 | $5.02K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 126 | $5.00K | 0.00% | +73+137.7% | Added |
| Cullen/Frost Bankers, Inc. | 112 | $4.77K | 0.00% | +112 | New |
| Kalos Management, Inc. | 111 | $4.72K | 0.01% | +111 | New |
| Parkside Financial Bank & Trust | 105 | $4.47K | 0.00% | +83+377.3% | Added |
| Hoese & Co LLP | 88 | $4.30K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 95 | $4.04K | 0.00% | −11−10.4% | Reduced |
| Baystate Wealth Management LLC | 93 | $3.97K | 0.00% | +93 | New |
| Bell Investment Advisors, Inc | 92 | $3.92K | 0.00% | −38−29.2% | Reduced |
| BerganKDV Wealth Management, LLC | 91 | $3.87K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 85 | $3.62K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 83 | $3.53K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 74 | $3.00K | 0.00% | +1+1.4% | Added |
| Sound Income Strategies, LLC | 66 | $2.81K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 66 | $2.81K | 0.00% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 60 | $2.55K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 58 | $2.47K | 0.00% | +16+38.1% | Added |
| Barrett & Company, Inc. | 57 | $2.41K | 0.00% | −56−49.6% | Reduced |
| Schubert & Co | 55 | $2.34K | 0.00% | −2−3.5% | Reduced |
| Atlantic Trust, LLC | 53 | $2.26K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 51 | $2.17K | 0.00% | +26+104.0% | Added |
| Mark Sheptoff Financial Planning, LLC | 50 | $2.15K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 49 | $2.08K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 44 | $1.87K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 43 | $1.84K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 43 | $1.83K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 42 | $1.79K | 0.00% | +6+16.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 39 | $1.66K | 0.00% | +39 | New |
| M&R Capital Management Inc | 37 | $1.57K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 36 | $1.53K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 33 | $1.42K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 33 | $1.40K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 33 | $1.40K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 33 | $1.40K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 33 | $1.40K | 0.00% | +33 | New |
| Grove Bank & Trust | 30 | $1.28K | 0.00% | +30 | New |
| Focused Wealth Management, Inc | 29 | $1.25K | 0.00% | −6−17.1% | Reduced |
| Hexagon Capital Partners LLC | 29 | $1.23K | 0.00% | +7+31.8% | Added |
| Independence Bank of Kentucky | 28 | $1.19K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 28 | $1.19K | 0.00% | +28 | New |
| Harvest Fund Management Co., Ltd | 30 | $1.00K | 0.00% | −154−83.7% | Reduced |
| City State Bank | 29 | $1.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 23 | $979 | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 21 | $902 | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 20 | $868 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 18 | $766 | 0.00% | −82−82.0% | Reduced |
| Gradient Investments LLC | 15 | $638 | 0.00% | −11−42.3% | Reduced |
| Glassman Wealth Services | 14 | $596 | 0.00% | −3−17.6% | Reduced |
| RFP Financial Group LLC | 13 | $553 | 0.00% | 00.0% | Unchanged |