| Copeland Capital Management, LLC | 450 | $59.4K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 429 | $56.6K | 0.01% | +22+5.4% | Added |
| St Germain D J Co Inc | 420 | $55.4K | 0.00% | +207+97.2% | Added |
| First Horizon Advisors, Inc. | 415 | $54.8K | 0.00% | −202−32.7% | Reduced |
| Colonial Trust Advisors | 411 | $54.2K | 0.01% | +36+9.6% | Added |
| SJS Investment Consulting Inc. | 407 | $53.7K | 0.01% | −4−1.0% | Reduced |
| Carolinas Wealth Consulting LLC | 406 | $53.6K | 0.01% | 00.0% | Unchanged |
| Hoey Investments, Inc | 394 | $52.0K | 0.01% | −66−14.3% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 389 | $51.0K | 0.03% | +19+5.1% | Added |
| Sugarloaf Wealth Management, LLC | 384 | $50.7K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 379 | $50.1K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 374 | $49.4K | 0.03% | +220+142.9% | Added |
| Armstrong Advisory Group, Inc | 368 | $48.6K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 360 | $47.5K | 0.01% | +360 | New |
| Ronald Blue Trust, Inc. | 383 | $47.0K | 0.00% | +37+10.7% | Added |
| Essex Investment Management Co LLC | 356 | $47.0K | 0.01% | 00.0% | Unchanged |
| Fairman Group, LLC | 320 | $42.2K | 0.04% | +320 | New |
| Capital Analysts, LLC | 318 | $42.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 315 | $41.6K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 315 | $41.6K | 0.00% | +32+11.3% | Added |
| West Branch Capital LLC | 313 | $41.3K | 0.02% | 00.0% | Unchanged |
| City State Bank | 300 | $40.0K | 0.02% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 300 | $39.6K | 0.02% | +300 | New |
| Atlantic Trust, LLC | 298 | $39.3K | 0.01% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 297 | $39.2K | 0.02% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 294 | $38.8K | 0.01% | −9−3.0% | Reduced |
| Harbour Investments, Inc. | 291 | $38.4K | 0.00% | −327−52.9% | Reduced |
| Brown, Lisle/Cummings, Inc. | 281 | $37.1K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 275 | $36.3K | 0.01% | +200+266.7% | Added |
| Colonial Trust Co | 272 | $35.9K | 0.01% | −54−16.6% | Reduced |
| Compagnie Lombard Odier SCmA | 270 | $35.6K | 0.00% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 267 | $35.2K | 0.01% | +267 | New |
| Quarry LP | 260 | $34.3K | 0.02% | +260 | New |
| Tradition Wealth Management, LLC | 249 | $33.0K | 0.00% | +6+2.5% | Added |
| Pacifica Partners Inc. | 250 | $32.8K | 0.02% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 239 | $31.5K | 0.00% | +100+71.9% | Added |
| ORG Partners LLC | 233 | $30.9K | 0.01% | +103+79.2% | Added |
| Plato Investment Management Ltd | 234 | $30.9K | 0.04% | +234 | New |
| Glassman Wealth Services | 228 | $30.1K | 0.00% | −43−15.9% | Reduced |
| TFC Financial Management | 223 | $29.4K | 0.01% | +11+5.2% | Added |
| Richard W. Paul & Associates, LLC | 205 | $27.1K | 0.01% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 203 | $26.8K | 0.00% | −206−50.4% | Reduced |
| Tyler-Stone Wealth Management | 200 | $26.4K | 0.01% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 200 | $26.4K | 0.03% | +200 | New |
| Ables, Iannone, Moore & Associates, Inc. | 200 | $26.4K | 0.02% | +200 | New |
| MV Capital Management, Inc. | 196 | $25.9K | 0.00% | +103+110.8% | Added |
| SYSTM Wealth Solutions LLC | 184 | $24.3K | 0.00% | +184 | New |
| Coppell Advisory Solutions LLC | 182 | $24.0K | 0.00% | +182 | New |
| TCTC Holdings, LLC | 180 | $23.8K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 180 | $23.8K | 0.02% | +180 | New |
| EverSource Wealth Advisors, LLC | 179 | $23.6K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 173 | $23.0K | 0.02% | +2+1.2% | Added |
| Caldwell Sutter Capital, Inc. | 166 | $21.9K | 0.01% | +46+38.3% | Added |
| Beacon Capital Management, LLC | 176 | $21.8K | 0.01% | −313−64.0% | Reduced |
| Bruce G. Allen Investments, LLC | 164 | $21.6K | 0.02% | +164 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 159 | $21.0K | 0.01% | +38+31.4% | Added |
| Strategic Investment Solutions, Inc. | 156 | $20.6K | 0.00% | −9,628−98.4% | Reduced |
| Pathway Financial Advisers, LLC | 155 | $20.4K | 0.01% | +1+0.6% | Added |
| First PREMIER Bank | 150 | $20.0K | 0.01% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 146 | $19.3K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 141 | $18.6K | 0.01% | −39−21.7% | Reduced |
| Pacific Center for Financial Services | 140 | $18.5K | 0.01% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 141 | $18.0K | 0.01% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 134 | $17.7K | 0.01% | +134 | New |
| Creative Financial Designs Inc | 130 | $17.2K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 127 | $16.8K | 0.00% | −253−66.6% | Reduced |
| Dividend Assets Capital, LLC | 124 | $16.0K | 0.00% | −22−15.1% | Reduced |
| Close Asset Management Ltd | 125 | $16.0K | 0.00% | 00.0% | Unchanged |
| Liberty One Investment Management, LLC | 121 | $16.0K | 0.00% | +63+108.6% | Added |
| Arlington Partners LLC | 116 | $15.3K | 0.00% | +116 | New |
| Gradient Investments LLC | 113 | $14.9K | 0.00% | +68+151.1% | Added |
| Castleview Partners, LLC | 107 | $14.1K | 0.01% | +1+0.9% | Added |
| Millburn Ridgefield Corp | 105 | $13.9K | 0.00% | −43−29.1% | Reduced |
| Salomon & Ludwin, LLC | 108 | $13.4K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 101 | $13.3K | 0.00% | −2−1.9% | Reduced |
| BFSG, LLC | 100 | $13.2K | 0.00% | +100 | New |
| Providence Capital Advisors, LLC | 100 | $13.2K | 0.00% | +100 | New |
| Northwest Bank & Trust Co | 100 | $13.2K | 0.01% | +100 | New |
| Bare Financial Services, Inc | 100 | $13.2K | 0.03% | +100 | New |
| Roble, Belko & Company, Inc | 100 | $13.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 97 | $12.8K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 92 | $12.1K | 0.00% | +92 | New |
| Atlantic Edge Private Wealth Management, LLC | 90 | $11.9K | 0.00% | +90 | New |
| Gables Capital Management Inc. | 89 | $11.7K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 89 | $11.7K | 0.00% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 87 | $11.4K | 0.01% | +87 | New |
| MCF Advisors LLC | 86 | $11.4K | 0.00% | −38−30.6% | Reduced |
| Evolution Advisers, Inc. | 80 | $11.0K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 80 | $10.6K | 0.00% | −47−37.0% | Reduced |
| Hollencrest Capital Management | 80 | $10.6K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 80 | $10.6K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 80 | $10.6K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 77 | $10.2K | 0.00% | +77 | New |
| Harbor Investment Advisory, LLC | 76 | $10.0K | 0.00% | −34−30.9% | Reduced |
| GW&K Investment Management, LLC | 78 | $10.0K | 0.00% | +32+69.6% | Added |
| First United Bank Trust | 75 | $9.90K | 0.00% | +75 | New |
| Richardson Capital Management LLC | 72 | $9.50K | 0.01% | +72 | New |
| GPS Wealth Strategies Group, LLC | 71 | $9.40K | 0.00% | −216−75.3% | Reduced |
| Central Bank & Trust Co | 71 | $9.37K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 70 | $9.24K | 0.00% | +70 | New |