| West Paces Advisors Inc. | 460 | $57.3K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 453 | $56.4K | 0.01% | −25−5.2% | Reduced |
| Valley National Advisers Inc | 453 | $56.0K | 0.01% | +1+0.2% | Added |
| Carolinas Wealth Consulting LLC | 436 | $54.2K | 0.01% | +2+0.5% | Added |
| Darwin Advisors, LLC | 421 | $52.5K | 0.02% | −795−65.4% | Reduced |
| Colonial Trust Co | 410 | $51.0K | 0.01% | +180+78.3% | Added |
| Capital Advisors, Ltd. LLC | 410 | $51.0K | 0.01% | +5+1.2% | Added |
| SJS Investment Consulting Inc. | 408 | $50.8K | 0.01% | −4−1.0% | Reduced |
| Rosenberg Matthew Hamilton | 400 | $49.8K | 0.01% | +90+29.0% | Added |
| Raleigh Capital Management Inc. | 400 | $49.7K | 0.02% | −26−6.1% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 397 | $49.4K | 0.01% | −19−4.6% | Reduced |
| Larson Financial Group LLC | 388 | $48.3K | 0.00% | +21+5.7% | Added |
| Financial Network Wealth Advisors LLC | 386 | $48.1K | 0.09% | −462−54.5% | Reduced |
| Stonebridge Financial Group, LLC | 385 | $47.9K | 0.01% | +385 | New |
| Princeton Global Asset Management LLC | 379 | $47.2K | 0.01% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 377 | $47.0K | 0.03% | +377 | New |
| Banque Transatlantique SA | 375 | $46.4K | 0.00% | +375 | New |
| Colonial Trust Advisors | 361 | $44.9K | 0.00% | −37−9.3% | Reduced |
| Capital Analysts, LLC | 352 | $44.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 352 | $43.8K | 0.00% | −495−58.4% | Reduced |
| Solstein Capital, LLC | 350 | $43.6K | 0.02% | 00.0% | Unchanged |
| Hoey Investments, Inc | 345 | $43.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 333 | $41.5K | 0.00% | −40−10.7% | Reduced |
| Byrne Asset Management LLC | 325 | $40.5K | 0.03% | −15−4.4% | Reduced |
| West Branch Capital LLC | 313 | $39.0K | 0.01% | 00.0% | Unchanged |
| City State Bank | 300 | $37.3K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 298 | $37.1K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 300 | $37.0K | 0.01% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 297 | $37.0K | 0.01% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 294 | $36.6K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 293 | $36.5K | 0.00% | +103+54.2% | Added |
| Essex Investment Management Co LLC | 291 | $36.2K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 283 | $35.2K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 281 | $35.0K | 0.01% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 268 | $33.4K | 0.06% | +268 | New |
| Cetera Trust Company, N.A | 250 | $31.1K | 0.02% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 243 | $30.3K | 0.00% | −233−48.9% | Reduced |
| TD Private Client Wealth LLC | 237 | $29.5K | 0.00% | −54−18.6% | Reduced |
| American National Bank | 229 | $28.5K | 0.00% | +229 | New |
| Whipplewood Advisors, LLC | 226 | $28.1K | 0.02% | +226 | New |
| MV Capital Management, Inc. | 224 | $27.9K | 0.00% | −29−11.5% | Reduced |
| Providence First Trust Co | 220 | $27.4K | 0.01% | +220 | New |
| Pin Oak Investment Advisors Inc | 185 | $27.0K | 0.02% | 00.0% | Unchanged |
| Crews Bank & Trust | 206 | $25.6K | 0.00% | +206 | New |
| Versant Capital Management, Inc | 205 | $25.5K | 0.01% | −7−3.3% | Reduced |
| Richard W. Paul & Associates, LLC | 205 | $25.5K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 203 | $25.3K | 0.01% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 201 | $25.0K | 0.00% | +23+12.9% | Added |
| Hanson & Doremus Investment Management | 200 | $25.0K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 200 | $24.9K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 187 | $23.3K | 0.00% | −2,867−93.9% | Reduced |
| Beacon Capital Management, LLC | 176 | $21.9K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 160 | $19.9K | 0.01% | +1+0.6% | Added |
| Armstrong Advisory Group, Inc | 157 | $19.5K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 156 | $19.4K | 0.02% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 155 | $19.3K | 0.00% | +97+167.2% | Added |
| Hopwood Financial Services, Inc. | 150 | $18.7K | 0.01% | +150 | New |
| Fourth Dimension Wealth, LLC | 150 | $18.7K | 0.01% | +150 | New |
| Rise Advisors, LLC | 145 | $18.1K | 0.01% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 141 | $17.6K | 0.01% | −14−9.0% | Reduced |
| Bell Investment Advisors, Inc | 141 | $17.6K | 0.00% | −16−10.2% | Reduced |
| Deseret Mutual Benefit Administrators | 141 | $17.6K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 140 | $17.4K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 141 | $17.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 136 | $17.0K | 0.01% | +4+3.0% | Added |
| Hexagon Capital Partners LLC | 133 | $16.6K | 0.00% | −14−9.5% | Reduced |
| Catalyst Capital Advisors LLC | 132 | $16.4K | 0.00% | −167−55.9% | Reduced |
| ORG Partners LLC | 130 | $16.3K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 125 | $16.0K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 129 | $16.0K | 0.00% | +27+26.5% | Added |
| Farmers & Merchants Investments Inc | 127 | $15.8K | 0.00% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 125 | $15.0K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 120 | $14.9K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 115 | $14.3K | 0.01% | +115 | New |
| Kohmann Bosshard Financial Services, LLC | 114 | $14.2K | 0.00% | +114 | New |
| First Pacific Financial | 113 | $14.1K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 111 | $13.8K | 0.00% | +111 | New |
| Ransom Advisory, Ltd | 110 | $13.7K | 0.01% | 00.0% | Unchanged |
| Northwest Bank & Trust Co | 100 | $13.7K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 107 | $13.3K | 0.01% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 106 | $13.2K | 0.01% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 105 | $13.1K | 0.00% | −88−45.6% | Reduced |
| Financial Life Planners | 102 | $12.7K | 0.01% | +102 | New |
| Creative Financial Designs Inc | 100 | $12.4K | 0.00% | −15−13.0% | Reduced |
| Knights of Columbus Asset Advisors LLC | 100 | $12.4K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 100 | $12.4K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 100 | $12.4K | 0.00% | +40+66.7% | Added |
| Graney & King, LLC | 100 | $12.4K | 0.01% | +100 | New |
| Tidemark, LLC | 99 | $12.3K | 0.00% | +99 | New |
| Sound Income Strategies, LLC | 97 | $12.1K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 100 | $12.0K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 96 | $12.0K | 0.00% | −99−50.8% | Reduced |
| High Note Wealth, LLC | 94 | $11.7K | 0.00% | +94 | New |
| Pathway Financial Advisers, LLC | 94 | $11.6K | 0.00% | +1+1.1% | Added |
| Sandy Spring Bank | 91 | $11.3K | 0.00% | +23+33.8% | Added |
| Atlantic Edge Private Wealth Management, LLC | 90 | $11.2K | 0.00% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 90 | $11.2K | 0.01% | +90 | New |
| Gables Capital Management Inc. | 89 | $11.1K | 0.01% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 89 | $11.0K | 0.01% | +1+1.1% | Added |
| Halbert Hargrove Global Advisors, LLC | 87 | $10.9K | 0.00% | +87 | New |