| Creative Financial Designs Inc | 173 | $55.1K | 0.00% | −13−7.0% | Reduced |
| Montag A & Associates Inc | 173 | $55.1K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 172 | $54.8K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 171 | $54.5K | 0.00% | −9−5.0% | Reduced |
| International Assets Investment Management, LLC | 17,206 | $54.0K | 0.00% | +17,206 | New |
| Tortoise Investment Management, LLC | 169 | $53.8K | 0.01% | −10−5.6% | Reduced |
| AdvisorNet Financial, Inc | 164 | $52.3K | 0.00% | −17−9.4% | Reduced |
| Massmutual Trust Co FSB | 160 | $51.0K | 0.00% | −35−17.9% | Reduced |
| TFC Financial Management | 152 | $48.4K | 0.01% | +2+1.3% | Added |
| Hexagon Capital Partners LLC | 151 | $48.1K | 0.01% | −18−10.7% | Reduced |
| Quent Capital, LLC | 141 | $45.1K | 0.00% | −77−35.3% | Reduced |
| Bangor Savings Bank | 138 | $44.0K | 0.00% | +34+32.7% | Added |
| NBC Securities, Inc. | 129 | $41.0K | 0.00% | −14−9.8% | Reduced |
| Capital Advisors, Ltd. LLC | 130 | $41.0K | 0.01% | +2+1.6% | Added |
| EverSource Wealth Advisors, LLC | 127 | $40.5K | 0.00% | +17+15.5% | Added |
| Strengthening Families & Communities, LLC | 127 | $40.5K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 121 | $38.6K | 0.00% | −192−61.3% | Reduced |
| Pin Oak Investment Advisors Inc | 114 | $36.0K | 0.03% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 103 | $33.0K | 0.02% | −5−4.6% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 100 | $31.9K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 100 | $31.0K | 0.01% | −5−4.8% | Reduced |
| DSM Capital Partners LLC | 93 | $29.6K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 85 | $27.1K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 85 | $27.1K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 84 | $26.8K | 0.01% | −7−7.7% | Reduced |
| Key Financial Inc | 79 | $25.2K | 0.01% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 77 | $24.5K | 0.00% | +77 | New |
| JNBA Financial Advisors | 76 | $24.2K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 75 | $24.0K | 0.01% | +75 | New |
| Geneos Wealth Management Inc. | 70 | $22.3K | 0.00% | +44+169.2% | Added |
| Foster Dykema Cabot & Partners, LLC | 70 | $22.3K | 0.00% | +70 | New |
| Catalyst Capital Advisors LLC | 68 | $21.7K | 0.00% | −16−19.0% | Reduced |
| TD Waterhouse Canada Inc. | 69 | $21.5K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 67 | $21.3K | 0.00% | +6+9.8% | Added |
| Frazier Financial Advisors, LLC | 65 | $20.7K | 0.02% | −8−11.0% | Reduced |
| Wolff Wiese Magana LLC | 64 | $20.4K | 0.01% | +62+3,100.0% | Added |
| NBT Bank N A | 64 | $20.4K | 0.00% | +64 | New |
| Rothschild Investment LLC | 63 | $20.1K | 0.00% | −54−46.2% | Reduced |
| CVA Family Office, LLC | 62 | $19.8K | 0.00% | +6+10.7% | Added |
| Fairscale Capital, LLC | 60 | $19.1K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 60 | $19.1K | 0.00% | +9+17.6% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 60 | $19.0K | 0.00% | −12−16.7% | Reduced |
| Clearstead Advisors, LLC | 56 | $17.8K | 0.00% | −7−11.1% | Reduced |
| Farmers & Merchants Investments Inc | 56 | $17.8K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 55 | $17.5K | 0.02% | +2+3.8% | Added |
| Cornerstone Planning Group LLC | 53 | $17.4K | 0.00% | −9−14.5% | Reduced |
| Zions Bancorporation, N.A. | 54 | $17.2K | 0.00% | −4−6.9% | Reduced |
| Webster Bank, N. A. | 54 | $17.2K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 52 | $17.0K | 0.00% | +52 | New |
| Rise Advisors, LLC | 53 | $16.9K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 53 | $16.9K | 0.00% | +53 | New |
| Versant Capital Management, Inc | 50 | $15.9K | 0.00% | +3+6.4% | Added |
| Brown Brothers Harriman & Co | 50 | $15.9K | 0.00% | +20+66.7% | Added |
| Byrne Asset Management LLC | 49 | $15.6K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 48 | $15.3K | 0.00% | −7−12.7% | Reduced |
| Whittier Trust Co | 48 | $15.3K | 0.00% | +18+60.0% | Added |
| GW&K Investment Management, LLC | 47 | $15.0K | 0.00% | +8+20.5% | Added |
| Harbour Investments, Inc. | 47 | $15.0K | 0.00% | −7−13.0% | Reduced |
| Ancora Advisors, LLC | 46 | $14.7K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 43 | $13.7K | 0.00% | −3−6.5% | Reduced |
| Financial Management Professionals, Inc. | 42 | $13.0K | 0.00% | +3+7.7% | Added |
| Close Asset Management Ltd | 42 | $13.0K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 37 | $11.9K | 0.00% | −590−94.1% | Reduced |
| MV Capital Management, Inc. | 37 | $11.8K | 0.00% | −3−7.5% | Reduced |
| Fortitude Family Office, LLC | 37 | $11.8K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 35 | $11.2K | 0.00% | −1−2.8% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 34 | $10.8K | 0.00% | −3−8.1% | Reduced |
| Ashton Thomas Securities, LLC | 34 | $10.8K | 0.00% | +34 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 34 | $10.8K | 0.00% | −1−2.9% | Reduced |
| Solstein Capital, LLC | 33 | $10.5K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 33 | $10.5K | 0.00% | +4+13.8% | Added |
| Annapolis Financial Services, LLC | 32 | $10.2K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 30 | $9.56K | 0.00% | −6−16.7% | Reduced |
| Kiely Wealth Advisory Group, Inc. | 27 | $9.32K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 29 | $9.24K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 29 | $9.24K | 0.01% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 25 | $7.98K | 0.00% | +25 | New |
| CNB Bank | 25 | $7.97K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 25 | $7.97K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 23 | $7.33K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 23 | $7.33K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 22 | $7.01K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 22 | $7.01K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 20 | $6.37K | 0.00% | −2−9.1% | Reduced |
| Beacon Capital Management, LLC | 20 | $6.37K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 19 | $6.05K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 19 | $6.05K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 19 | $6.05K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 19 | $6.05K | 0.00% | −1−5.0% | Reduced |
| Dunhill Financial, LLC | 19 | $5.99K | 0.00% | +10+111.1% | Added |
| Crewe Advisors LLC | 18 | $5.74K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 18 | $5.74K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 17 | $5.42K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 17 | $5.42K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 17 | $5.42K | 0.00% | +17 | New |
| Sachetta, LLC | 16 | $5.10K | 0.00% | −2−11.1% | Reduced |
| Valued Wealth Advisors LLC | 16 | $5.10K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 16 | $5.10K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 16 | $5.10K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 15 | $4.78K | 0.00% | 00.0% | Unchanged |
