| Rosenberg Matthew Hamilton | 626 | $106.1K | 0.02% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 623 | $105.6K | 0.01% | +623 | New |
| Osterweis Capital Management Inc | 591 | $100.2K | 0.00% | +591 | New |
| Nisa Investment Advisors, LLC | 580 | $98.3K | 0.00% | +580 | New |
| UMA Financial Services, Inc. | 562 | $95.3K | 0.01% | +3+0.5% | Added |
| Sunbelt Securities, Inc. | 560 | $94.9K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 550 | $93.2K | 0.01% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 540 | $91.5K | 0.00% | +540 | New |
| Fifth Third Bancorp | 537 | $91.0K | 0.00% | +51+10.5% | Added |
| Montag A & Associates Inc | 500 | $84.8K | 0.00% | −5−1.0% | Reduced |
| Stephens Consulting, LLC | 500 | $84.8K | 0.03% | 00.0% | Unchanged |
| Clear Street Markets LLC | 500 | $84.8K | 0.02% | +500 | New |
| Financial Consulate, Inc | 494 | $83.7K | 0.01% | +4+0.8% | Added |
| Innovative Advisory Group, LLC | 441 | $74.8K | 0.05% | −205−31.7% | Reduced |
| Colonial Trust Advisors | 431 | $73.1K | 0.01% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 421 | $71.4K | 0.02% | +12+2.9% | Added |
| Manchester Capital Management LLC | 420 | $71.2K | 0.01% | +370+740.0% | Added |
| Private Trust Co NA | 411 | $69.7K | 0.01% | +95+30.1% | Added |
| Caldwell Sutter Capital, Inc. | 380 | $64.4K | 0.03% | 00.0% | Unchanged |
| Caldwell Trust Co | 370 | $62.7K | 0.01% | +370 | New |
| Ancora Advisors, LLC | 360 | $61.0K | 0.00% | +25+7.5% | Added |
| Huntington National Bank | 351 | $59.5K | 0.00% | −143−28.9% | Reduced |
| Costello Asset Management, INC | 350 | $59.3K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 348 | $59.0K | 0.01% | +10+3.0% | Added |
| Wellington-Altus USA Inc. | 346 | $58.7K | 0.04% | +346 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 344 | $58.3K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 340 | $57.6K | 0.01% | 00.0% | Unchanged |
| Caitlin John, LLC | 332 | $56.3K | 0.04% | +117+54.4% | Added |
| Dauntless Investment Group, LLC | 320 | $54.3K | 0.20% | −25,800−98.8% | Reduced |
| Garton & Associates Financial Advisors LLC | 314 | $53.2K | 0.03% | +314 | New |
| Duncker Streett & Co Inc | 300 | $50.9K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 300 | $50.9K | 0.00% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 296 | $50.3K | 0.00% | +296 | New |
| IAG Wealth Partners, LLC | 285 | $48.3K | 0.01% | 00.0% | Unchanged |
| Swiss Re Ltd | 284 | $48.2K | 0.00% | +284 | New |
| Harvest Fund Management Co., Ltd | 269 | $46.0K | 0.00% | 00.0% | Unchanged |
| City State Bank | 269 | $45.6K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 258 | $43.7K | 0.01% | +258 | New |
| Concord Wealth Partners | 252 | $42.8K | 0.01% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 250 | $42.4K | 0.03% | 00.0% | Unchanged |
| Rothschild Investment LLC | 245 | $41.5K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 243 | $41.2K | 0.03% | 00.0% | Unchanged |
| Addison Advisors LLC | 241 | $40.9K | 0.01% | +12+5.2% | Added |
| MAI Capital Management | 236 | $40.0K | 0.00% | +105+80.2% | Added |
| Bryn Mawr Trust Co | 232 | $39.3K | 0.00% | −107−31.6% | Reduced |
| Financial Management Professionals, Inc. | 231 | $39.2K | 0.00% | +1+0.4% | Added |
| Banque Cantonale Vaudoise | 230 | $39.0K | 0.00% | +230 | New |
| Geneos Wealth Management Inc. | 230 | $39.0K | 0.00% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 229 | $38.8K | 0.01% | +90+64.7% | Added |
| Financial Network Wealth Advisors LLC | 227 | $38.5K | 0.04% | −47−17.2% | Reduced |
| BNP Paribas | 225 | $38.1K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 218 | $37.0K | 0.00% | +218 | New |
| SageView Advisory Group, LLC | 217 | $36.8K | 0.00% | +217 | New |
| Abound Wealth Management | 209 | $35.5K | 0.01% | +104+99.0% | Added |
| Jessup Wealth Management, Inc | 207 | $35.1K | 0.01% | +207 | New |
| Lodestone Wealth Management LLC | 206 | $34.9K | 0.01% | +206 | New |
| Investors Portfolio Services LLC | 200 | $33.9K | 0.03% | +200 | New |
| MCF Advisors LLC | 200 | $33.9K | 0.00% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 200 | $33.9K | 0.02% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 198 | $33.6K | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 190 | $32.2K | 0.01% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 178 | $30.2K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 154 | $26.1K | 0.01% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 152 | $25.8K | 0.01% | +152 | New |
| Sound Income Strategies, LLC | 123 | $24.3K | 0.00% | +61+98.4% | Added |
| ORG Partners LLC | 140 | $23.7K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 136 | $23.1K | 0.00% | −730−84.3% | Reduced |
| Aventura Private Wealth, LLC | 136 | $23.1K | 0.01% | +10+7.9% | Added |
| Trust Co of Vermont | 133 | $22.5K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 130 | $22.0K | 0.01% | −326−71.5% | Reduced |
| GAMMA Investing LLC | 128 | $21.7K | 0.00% | −9−6.6% | Reduced |
| SJS Investment Consulting Inc. | 127 | $21.5K | 0.00% | +82+182.2% | Added |
| Hurley Capital, LLC | 121 | $20.6K | 0.01% | +80+195.1% | Added |
| Quarry LP | 120 | $20.3K | 0.00% | +74+160.9% | Added |
| Beaird Harris Wealth Management, LLC | 120 | $20.3K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 114 | $19.4K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 114 | $19.3K | 0.00% | +93+442.9% | Added |
| Jackson, Grant Investment Advisers, Inc. | 112 | $18.9K | 0.01% | +1+0.9% | Added |
| Newbridge Financial Services Group, Inc. | 104 | $17.6K | 0.00% | −3,390−97.0% | Reduced |
| West Branch Capital LLC | 101 | $17.1K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 100 | $17.0K | 0.01% | −1,650−94.3% | Reduced |
| Darwin Advisors, LLC | 100 | $17.0K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 100 | $17.0K | 0.00% | +4+4.2% | Added |
| Grove Bank & Trust | 100 | $17.0K | 0.00% | +50+100.0% | Added |
| Farmers & Merchants Investments Inc | 100 | $17.0K | 0.00% | +100 | New |
| Estate Planners Group, LLC | 100 | $17.0K | 0.01% | +100 | New |
| Clearstead Advisors, LLC | 94 | $15.9K | 0.00% | +84+840.0% | Added |
| Cornerstone Planning Group LLC | 69 | $15.4K | 0.00% | −11−13.8% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 87 | $14.8K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 86 | $14.6K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 82 | $13.9K | 0.01% | +7+9.3% | Added |
| Davidson Capital Management Inc. | 72 | $12.2K | 0.00% | +72 | New |
| Dogwood Wealth Management LLC | 71 | $12.0K | 0.01% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 70 | $11.9K | 0.00% | +70 | New |
| Hazlett, Burt & Watson, Inc. | 60 | $10.0K | 0.00% | +60 | New |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 58 | $9.83K | 0.01% | +58 | New |
| Scarborough Advisors, LLC | 51 | $8.65K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 50 | $8.48K | 0.00% | 00.0% | Unchanged |
| Banque Transatlantique SA | 48 | $8.15K | 0.00% | +15+45.5% | Added |
| Stone House Investment Management, LLC | 48 | $8.14K | 0.00% | 00.0% | Unchanged |