| Strategic Blueprint, LLC | 231 | $160.0K | 0.03% | +231 | New |
| HM Payson & Co | 229 | $158.0K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 220 | $152.0K | 1.13% | −10−4.3% | Reduced |
| Sargent Bickham Lagudis LLC | 210 | $145.0K | 0.01% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 208 | $144.0K | 0.00% | +208 | New |
| Geneos Wealth Management Inc. | 206 | $141.0K | 0.01% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 195 | $135.0K | 0.02% | +17+9.6% | Added |
| Anchor Investment Management, LLC | 194 | $134.0K | 0.02% | −18−8.5% | Reduced |
| Harbour Investments, Inc. | 188 | $130.0K | 0.00% | +100+113.6% | Added |
| State of Wyoming | 188 | $130.0K | 0.08% | +157+506.5% | Added |
| Berman Capital Advisors, LLC | 186 | $128.0K | 0.02% | +7+3.9% | Added |
| Reilly Financial Advisors, LLC | 183 | $126.0K | 0.01% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 175 | $121.0K | 0.06% | +175 | New |
| TFC Financial Management | 171 | $118.0K | 0.04% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 165 | $114.0K | 0.04% | +36+27.9% | Added |
| Glassman Wealth Services | 164 | $113.0K | 0.02% | +11+7.2% | Added |
| Dougherty Wealth Advisers LLC | 161 | $111.0K | 0.16% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 156 | $108.0K | 0.03% | +120+333.3% | Added |
| Stephens Investment Management Group LLC | 153 | $106.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 152 | $105.0K | 0.03% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 150 | $104.0K | 0.05% | 00.0% | Unchanged |
| CVA Family Office, LLC | 149 | $103.0K | 0.03% | +149 | New |
| Laurion Capital Management LP | 148 | $102.0K | 0.00% | −2,707−94.8% | Reduced |
| Castleview Partners, LLC | 139 | $96.0K | 0.04% | +139 | New |
| Freedman Financial Associates, Inc. | 138 | $95.0K | 0.07% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 131 | $91.0K | 0.02% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 132 | $91.0K | 0.04% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 123 | $85.0K | 0.02% | 00.0% | Unchanged |
| Concord Wealth Partners | 123 | $85.0K | 0.02% | +41+50.0% | Added |
| Mar Vista Investment Partners LLC | 118 | $82.0K | 0.00% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 96 | $82.0K | 0.02% | +4+4.3% | Added |
| Benjamin F. Edwards & Company, Inc. | 119 | $82.0K | 0.00% | +84+240.0% | Added |
| NEXT Financial Group, Inc | 118 | $81.0K | 0.01% | +42+55.3% | Added |
| Carolinas Wealth Consulting LLC | 116 | $80.0K | 0.02% | −3−2.5% | Reduced |
| Acadian Asset Management LLC | 114 | $79.0K | 0.00% | −90−44.1% | Reduced |
| Leelyn Smith, LLC | 115 | $79.0K | 0.02% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 114 | $79.0K | 0.00% | +65+132.7% | Added |
| WealthShield Partners, LLC | 106 | $73.0K | 0.01% | +19+21.8% | Added |
| Burleson & Company, LLC | 102 | $70.0K | 0.01% | 00.0% | Unchanged |
| FFT Wealth Management LLC | 101 | $70.0K | 0.02% | +101 | New |
| Toth Financial Advisory Corp | 100 | $69.0K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 100 | $69.0K | 0.04% | +100 | New |
| Huntington National Bank | 98 | $68.0K | 0.00% | −42−30.0% | Reduced |
| Trustcore Financial Services, LLC | 95 | $66.0K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 93 | $64.0K | 0.00% | +28+43.1% | Added |
| Hexagon Capital Partners LLC | 91 | $63.0K | 0.02% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 87 | $60.0K | 0.00% | −15−14.7% | Reduced |
| First Horizon Advisors, Inc. | 87 | $59.0K | 0.00% | +5+6.1% | Added |
| Farmers & Merchants Investments Inc | 84 | $58.0K | 0.00% | −48−36.4% | Reduced |
| Column Capital Advisors, LLC | 81 | $56.0K | 0.01% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 80 | $55.0K | 0.03% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 79 | $54.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Corp | 79 | $54.0K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 63 | $44.0K | 0.01% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 60 | $41.0K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 59 | $41.0K | 0.01% | −1−1.7% | Reduced |
| Newbridge Financial Services Group, Inc. | 59 | $41.0K | 0.03% | 00.0% | Unchanged |
| Allworth Financial LP | 60 | $41.0K | 0.00% | +44+275.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 59 | $40.0K | 0.00% | +47+391.7% | Added |
| Firestone Capital Management | 55 | $38.0K | 0.01% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 53 | $37.0K | 0.03% | 00.0% | Unchanged |
| Washington Trust Co | 53 | $37.0K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 52 | $36.0K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 52 | $36.0K | 0.01% | +52 | New |
| Wagner Wealth Management, LLC | 50 | $35.0K | 0.03% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 50 | $35.0K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 50 | $34.0K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 49 | $34.0K | 0.01% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 48 | $33.0K | 0.00% | +2+4.3% | Added |
| Manchester Capital Management LLC | 46 | $32.0K | 0.00% | +46 | New |
| Fortis Advisors, LLC | 44 | $30.0K | 0.02% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 44 | $30.0K | 0.01% | +11+33.3% | Added |
| Key Financial Inc | 36 | $28.0K | 0.02% | +31+620.0% | Added |
| Baldwin Brothers Inc | 39 | $27.0K | 0.00% | −245−86.3% | Reduced |
| Wolff Wiese Magana LLC | 37 | $26.0K | 0.02% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 36 | $25.0K | 0.00% | +33+1,100.0% | Added |
| TCI Wealth Advisors, Inc. | 35 | $24.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 34 | $24.0K | 0.01% | +15+78.9% | Added |
| Parisi Gray Wealth Management | 34 | $24.0K | 0.01% | +34 | New |
| Prestige Wealth Management Group LLC | 34 | $23.0K | 0.01% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 33 | $23.0K | 0.01% | +33 | New |
| Raffa Wealth Management, LLC | 31 | $21.4K | 0.01% | −17−35.4% | Reduced |
| Adirondack Trust Co | 30 | $21.0K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 31 | $21.0K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 30 | $21.0K | 0.01% | 00.0% | Unchanged |
| Baron Financial Group, LLC | 30 | $20.7K | 0.01% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 34 | $19.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 28 | $19.0K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 27 | $19.0K | 0.01% | +2+8.0% | Added |
| Valley National Advisers Inc | 27 | $19.0K | 0.00% | +13+92.9% | Added |
| Sonora Investment Management, LLC | 28 | $19.0K | 0.00% | +13+86.7% | Added |
| Summit Wealth Group, LLC | 26 | $18.0K | 0.03% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 26 | $18.0K | 0.00% | +13+100.0% | Added |
| Barrett Asset Management, LLC | 24 | $17.0K | 0.00% | 00.0% | Unchanged |
| Paragon Wealth Strategies, LLC | 25 | $17.0K | 0.00% | +25 | New |
| Credential Qtrade Securities Inc. | 24 | $16.6K | 0.00% | +11+84.6% | Added |
| Tortoise Investment Management, LLC | 23 | $16.0K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 24 | $16.0K | 0.00% | +6+33.3% | Added |
| Ogorek Anthony Joseph | 22 | $15.0K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 21 | $15.0K | 0.00% | +16+320.0% | Added |
