| Massmutual Trust Co FSB | 402 | $42.9K | 0.00% | −48−10.7% | Reduced |
| Monetary Management Group Inc | 400 | $42.7K | 0.01% | 00.0% | Unchanged |
| Logan Capital Management Inc | 400 | $42.7K | 0.00% | +400 | New |
| Essential Investment Partners LLC | 385 | $41.1K | 0.03% | 00.0% | Unchanged |
| Larson Financial Group LLC | 384 | $41.0K | 0.00% | +77+25.1% | Added |
| TD Waterhouse Canada Inc. | 390 | $40.9K | 0.00% | −2,045−84.0% | Reduced |
| Smartleaf Asset Management LLC | 365 | $39.8K | 0.00% | 00.0% | Unchanged |
| Onefund, LLC | 371 | $39.6K | 0.02% | −1−0.3% | Reduced |
| Kingdom Financial Group LLC. | 324 | $34.6K | 0.01% | +324 | New |
| Harbour Investments, Inc. | 320 | $34.2K | 0.00% | −1−0.3% | Reduced |
| EverSource Wealth Advisors, LLC | 301 | $32.1K | 0.00% | −271−47.4% | Reduced |
| Manchester Capital Management LLC | 295 | $31.5K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 292 | $31.1K | 0.00% | +5+1.7% | Added |
| Fortitude Family Office, LLC | 277 | $29.6K | 0.01% | +169+156.5% | Added |
| Parkside Financial Bank & Trust | 257 | $27.4K | 0.00% | −13−4.8% | Reduced |
| Central Trust Co | 255 | $27.2K | 0.00% | +5+2.0% | Added |
| CVA Family Office, LLC | 244 | $26.0K | 0.00% | +22+9.9% | Added |
| TD Private Client Wealth LLC | 227 | $24.2K | 0.00% | −8−3.4% | Reduced |
| Ancora Advisors, LLC | 225 | $24.0K | 0.00% | −101−31.0% | Reduced |
| Zions Bancorporation, National Association | 220 | $23.5K | 0.00% | +19+9.5% | Added |
| Eastern Bank | 201 | $21.5K | 0.00% | +201 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 200 | $21.3K | 0.01% | −240−54.5% | Reduced |
| Aventura Private Wealth, LLC | 200 | $21.3K | 0.01% | +100+100.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 180 | $19.2K | 0.00% | +2+1.1% | Added |
| Wall Street Access Asset Management, LLC | 175 | $18.7K | 0.00% | 00.0% | Unchanged |
| Commonwealth Retirement Investments LLC | 174 | $18.6K | 0.01% | +174 | New |
| Cedar Mountain Advisors, LLC | 172 | $18.4K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 170 | $18.1K | 0.00% | +89+109.9% | Added |
| Covestor Ltd | 173 | $18.0K | 0.01% | −621−78.2% | Reduced |
| Ogorek Anthony Joseph | 171 | $18.0K | 0.00% | +133+350.0% | Added |
| Action Point Financial Planning, LLC | 161 | $16.6K | 0.00% | +161 | New |
| Keating Financial Advisory Services, Inc. | 154 | $16.4K | 0.00% | +25+19.4% | Added |
| Peregrine Capital Management LLC | 150 | $16.0K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 150 | $16.0K | 0.01% | +150 | New |
| Insight Financial Services | 150 | $16.0K | 0.01% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 130 | $13.9K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 129 | $13.8K | 0.01% | −952−88.1% | Reduced |
| Bell Investment Advisors, Inc | 126 | $13.4K | 0.00% | +4+3.3% | Added |
| GW&K Investment Management, LLC | 120 | $13.0K | 0.00% | −7−5.5% | Reduced |
| Private Wealth Management Group, LLC | 116 | $12.4K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 114 | $12.2K | 0.00% | +7+6.5% | Added |
| Private Wealth Asset Management, LLC | 111 | $11.8K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 110 | $11.7K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 108 | $11.5K | 0.00% | +108 | New |
| TD Capital Management LLC | 104 | $11.1K | 0.00% | +1+1.0% | Added |
| Farmers & Merchants Investments Inc | 103 | $11.0K | 0.00% | −5−4.6% | Reduced |
| Picton Mahoney Asset Management | 101 | $10.8K | 0.00% | −7,964−98.7% | Reduced |
| Trust Co of Toledo NA | 100 | $10.7K | 0.00% | 00.0% | Unchanged |
| Chelsea Counsel Co | 100 | $10.7K | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 100 | $10.7K | 0.01% | 00.0% | Unchanged |
| WIT Partners Advisory Pte. Ltd. | 100 | $10.7K | 0.01% | +100 | New |
| Stance Capital LLC | 100 | $10.7K | 0.00% | +100 | New |
| True Wealth Design, LLC | 98 | $10.5K | 0.00% | +1+1.0% | Added |
| Rossby Financial, LCC | 98 | $10.5K | 0.00% | +24+32.4% | Added |
| Vermillion Wealth Management, Inc. | 94 | $10.0K | 0.00% | −12−11.3% | Reduced |
| Basecamp Wealth Advisors LLC | 92 | $9.82K | 0.00% | −65−41.4% | Reduced |
| Montgomery Financial Services LLC | 92 | $9.82K | 0.01% | +92 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 90 | $9.61K | 0.00% | +90 | New |
| Sankala Group LLC | 80 | $9.16K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 79 | $8.43K | 0.00% | −38−32.5% | Reduced |
| S&T Bank | 75 | $8.01K | 0.00% | +75 | New |
| United Financial Planning Group LLC | 69 | $7.36K | 0.00% | +69 | New |
| Kemnay Advisory Services Inc. | 67 | $7.15K | 0.00% | +3+4.7% | Added |
| Bruce G. Allen Investments, LLC | 64 | $6.83K | 0.00% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 64 | $6.83K | 0.00% | +64 | New |
| Elequin Capital LP | 59 | $6.30K | 0.00% | +59 | New |
| Cape Investment Advisory, Inc. | 59 | $6.30K | 0.00% | +59 | New |
| Capital Advisors, Ltd. LLC | 54 | $6.00K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 56 | $5.98K | 0.00% | +1+1.8% | Added |
| Bartlett & Co. Wealth Management LLC | 54 | $5.78K | 0.00% | +29+116.0% | Added |
| MCF Advisors LLC | 54 | $5.76K | 0.00% | +40+285.7% | Added |
| Key Capital Management, INC | 54 | $5.76K | 0.00% | +35+184.2% | Added |
| Networth Advisors, LLC | 48 | $5.12K | 0.00% | +48 | New |
| Signature Equity Partners, LLC | 47 | $5.02K | 0.00% | +47 | New |
| Sachetta, LLC | 46 | $4.91K | 0.00% | +3+7.0% | Added |
| Salomon & Ludwin, LLC | 46 | $4.83K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 43 | $4.59K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 42 | $4.48K | 0.00% | +5+13.5% | Added |
| WPG Advisers, LLC | 41 | $4.38K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 38 | $4.06K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 38 | $4.06K | 0.00% | +38 | New |
| AdvisorNet Financial, Inc | 36 | $3.84K | 0.00% | −6−14.3% | Reduced |
| MV Capital Management, Inc. | 35 | $3.74K | 0.00% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 35 | $3.74K | 0.00% | 00.0% | Unchanged |
| Hara Capital LLC | 35 | $3.74K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 35 | $3.74K | 0.00% | +8+29.6% | Added |
| Financial Consulate, Inc | 33 | $3.52K | 0.00% | −9−21.4% | Reduced |
| Clear Street Markets LLC | 32 | $3.42K | 0.00% | −190−85.6% | Reduced |
| Raffa Wealth Management, LLC | 32 | $3.42K | 0.00% | +5+18.5% | Added |
| Cassaday & Co Wealth Management LLC | 30 | $3.20K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 27 | $2.88K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 27 | $2.88K | 0.00% | +1+3.8% | Added |
| IMA Wealth, Inc. | 26 | $2.77K | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 25 | $2.73K | 0.00% | +25 | New |
| Cornerstone Financial Management LLC | 25 | $2.67K | 0.00% | +4+19.0% | Added |
| Ronald Blue Trust, Inc. | 24 | $2.56K | 0.00% | −156−86.7% | Reduced |
| SHP Wealth Management | 24 | $2.56K | 0.00% | +11+84.6% | Added |
| Golden State Equity Partners | 22 | $2.35K | 0.01% | −28−56.0% | Reduced |
| Fourth Dimension Wealth, LLC | 22 | $2.35K | 0.00% | +22 | New |
| Cornerstone Planning Group LLC | 18 | $2.24K | 0.00% | +11+157.1% | Added |
