| JFS Wealth Advisors, LLC | 79 | $22.0K | 0.00% | −13−14.1% | Reduced |
| WealthPLAN Partners, LLC | 77 | $21.4K | 0.00% | +77 | New |
| Albion Financial Group | 75 | $20.9K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 75 | $20.9K | 0.00% | +7+10.3% | Added |
| Independence Bank of Kentucky | 75 | $20.9K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 75 | $20.9K | 0.00% | +36+92.3% | Added |
| First Personal Financial Services | 74 | $20.6K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 71 | $19.7K | 0.01% | +71 | New |
| Motco | 71 | $19.7K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 70 | $19.5K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 69 | $19.2K | 0.01% | 00.0% | Unchanged |
| Steward Financial Group LLC | 69 | $19.0K | 0.01% | +38+122.6% | Added |
| Harbor Investment Advisory, LLC | 67 | $18.6K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 65 | $18.1K | 0.02% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 65 | $18.1K | 0.00% | +65 | New |
| Penserra Capital Management LLC | 68 | $18.0K | 0.00% | −10−12.8% | Reduced |
| Retirement Group, LLC | 64 | $18.0K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 60 | $16.7K | 0.00% | −10−14.3% | Reduced |
| Baker Avenue Asset Management, LP | 59 | $16.4K | 0.00% | +1+1.7% | Added |
| Carolinas Wealth Consulting LLC | 56 | $15.6K | 0.00% | −15−21.1% | Reduced |
| McIlrath & Eck, LLC | 56 | $15.6K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 55 | $15.3K | 0.01% | +55 | New |
| Blume Capital Management, Inc. | 54 | $15.0K | 0.00% | +26+92.9% | Added |
| Roble, Belko & Company, Inc | 50 | $14.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 50 | $13.9K | 0.00% | −255−83.6% | Reduced |
| Mechanics Financial Corp | 50 | $13.9K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 50 | $13.9K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 50 | $13.9K | 0.01% | +50 | New |
| Riverview Trust Co | 47 | $13.1K | 0.01% | 00.0% | Unchanged |
| West Oak Capital, LLC | 46 | $12.8K | 0.01% | 00.0% | Unchanged |
| Schubert & Co | 45 | $12.5K | 0.01% | −3−6.3% | Reduced |
| South State Corp. | 45 | $12.5K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 45 | $12.5K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 44 | $12.2K | 0.01% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 43 | $12.0K | 0.00% | +43 | New |
| FinTrust Capital Advisors, LLC | 41 | $11.4K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 40 | $11.1K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 40 | $11.1K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 40 | $11.1K | 0.01% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 39 | $11.0K | 0.01% | +39 | New |
| Johnson Midwest Financial, LLC | 36 | $10.0K | 0.01% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 35 | $9.73K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 34 | $9.45K | 0.00% | −1−2.9% | Reduced |
| Harbour Investments, Inc. | 33 | $9.18K | 0.00% | −23−41.1% | Reduced |
| AllSquare Wealth Management LLC | 33 | $9.18K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 32 | $8.90K | 0.00% | −5−13.5% | Reduced |
| Lumature Wealth Partners, LLC | 32 | $8.90K | 0.00% | −30−48.4% | Reduced |
| Hartford Financial Management Inc. | 31 | $8.62K | 0.00% | −35−53.0% | Reduced |
| Raffa Wealth Management, LLC | 31 | $8.62K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 30 | $8.34K | 0.01% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 30 | $8.34K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 30 | $8.34K | 0.01% | +30 | New |
| Tower View Investment Management & Research LLC | 29 | $8.00K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 28 | $7.79K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 27 | $7.51K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 27 | $7.51K | 0.00% | +5+22.7% | Added |
| Sutton Wealth Advisors Inc. | 26 | $7.23K | 0.00% | −840−97.0% | Reduced |
| Hantz Financial Services, Inc. | 26 | $7.00K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 26 | $7.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 25 | $6.95K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 25 | $6.95K | 0.00% | +9+56.3% | Added |
| Oliver Lagore Vanvalin Investment Group | 24 | $6.67K | 0.00% | −2−7.7% | Reduced |
| Castleview Partners, LLC | 23 | $6.39K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 20 | $6.00K | 0.00% | +20 | New |
| Park Place Capital Corp | 21 | $5.84K | 0.00% | +14+200.0% | Added |
| Capital Advisors, Ltd. LLC | 17 | $5.00K | 0.00% | −158−90.3% | Reduced |
| SJS Investment Consulting Inc. | 17 | $4.73K | 0.00% | −6−26.1% | Reduced |
| Lansing Street Advisors | 17 | $4.73K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 16 | $4.45K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 16 | $4.45K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 15 | $4.13K | 0.00% | +15 | New |
| Sofos Investments, Inc. | 278 | $3.69K | 0.16% | +1+0.4% | Added |
| Hollencrest Capital Management | 13 | $3.61K | 0.00% | −200−93.9% | Reduced |
| NewSquare Capital LLC | 11 | $3.06K | 0.00% | −2−15.4% | Reduced |
| Column Capital Advisors, LLC | 11 | $3.06K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 10 | $3.00K | 0.00% | +10 | New |
| BerganKDV Wealth Management, LLC | 10 | $2.78K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 10 | $2.78K | 0.00% | +10 | New |
| Exchange Traded Concepts, LLC | 9 | $2.50K | 0.00% | −10,398−99.9% | Reduced |
| Lee Financial Co | 8 | $2.23K | 0.00% | −2−20.0% | Reduced |
| True Wealth Design, LLC | 8 | $2.23K | 0.00% | +4+100.0% | Added |
| Point72 Middle East FZE | 8 | $2.22K | 0.00% | −42,375−100.0% | Reduced |
| Aspire Private Capital, LLC | 8 | $2.22K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 8 | $2.22K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 7 | $1.95K | 0.00% | +7 | New |
| Carmel Capital Partners, LLC | 7 | $1.95K | 0.00% | +7 | New |
| Cape Investment Advisory, Inc. | 7 | $1.95K | 0.00% | +7 | New |
| Adirondack Retirement Specialists, Inc. | 7 | $1.93K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 6 | $1.67K | 0.00% | +3+100.0% | Added |
| Evermay Wealth Management LLC | 5 | $1.39K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 5 | $1.39K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 5 | $1.39K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 4 | $1.11K | 0.00% | −1−20.0% | Reduced |
| PrairieView Partners, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 2 | $1.00K | 0.00% | +2 | New |
| Tfo-TDC, LLC | 3 | $834 | 0.00% | 00.0% | Unchanged |
| 25 LLC | 2 | $629 | 0.00% | +2 | New |
| Wolff Wiese Magana LLC | 2 | $557 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $556 | 0.00% | – | – |
