| Montag A & Associates Inc | 300 | $62.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 300 | $61.7K | 0.01% | +175+140.0% | Added |
| MV Capital Management, Inc. | 298 | $61.3K | 0.01% | +2+0.7% | Added |
| Roble, Belko & Company, Inc | 295 | $61.0K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 285 | $59.0K | 0.00% | +37+14.9% | Added |
| Cape Investment Advisory, Inc. | 275 | $56.6K | 0.03% | −11−3.8% | Reduced |
| HighMark Wealth Management LLC | 252 | $51.9K | 0.04% | +1+0.4% | Added |
| Thompson Siegel & Walmsley LLC | 249 | $51.0K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 246 | $50.6K | 0.03% | 00.0% | Unchanged |
| Assetmark, Inc | 244 | $50.2K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 231 | $47.5K | 0.00% | −20−8.0% | Reduced |
| Blume Capital Management, Inc. | 229 | $47.1K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 214 | $44.0K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 209 | $42.9K | 0.02% | +1+0.5% | Added |
| Brown Shipley& Co Ltd | 206 | $42.4K | 0.02% | 00.0% | Unchanged |
| Webster Bank, N. A. | 203 | $41.8K | 0.01% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 201 | $41.4K | 0.04% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 200 | $41.1K | 0.01% | −100−33.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 200 | $41.1K | 0.00% | −67−25.1% | Reduced |
| First PREMIER Bank | 195 | $40.0K | 0.01% | +195 | New |
| First Command Advisory Services, Inc. | 190 | $39.1K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 190 | $39.1K | 0.00% | +190 | New |
| FSA Wealth Management LLC | 183 | $38.0K | 0.02% | +183 | New |
| BKM Wealth Management, LLC | 182 | $37.4K | 0.02% | +182 | New |
| Concord Wealth Partners | 178 | $36.6K | 0.01% | −479−72.9% | Reduced |
| Investors Research Corp | 176 | $36.2K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 170 | $35.0K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 165 | $33.9K | 0.00% | +60+57.1% | Added |
| Stuart Chaussee & Associates, Inc. | 163 | $33.5K | 0.01% | +163 | New |
| JFS Wealth Advisors, LLC | 155 | $31.9K | 0.00% | −7−4.3% | Reduced |
| Sandy Spring Bank | 153 | $31.5K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 152 | $31.0K | 0.01% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 146 | $27.2K | 0.00% | −1−0.7% | Reduced |
| Clearstead Advisors, LLC | 132 | $27.2K | 0.00% | +8+6.5% | Added |
| Rothschild Investment LLC | 126 | $25.9K | 0.00% | +126 | New |
| Piscataqua Savings Bank | 125 | $25.7K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 117 | $24.1K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 118 | $24.0K | 0.02% | +1+0.9% | Added |
| Wetzel Investment Advisors, Inc. | 115 | $24.0K | 0.01% | +115 | New |
| Mascoma Wealth Management LLC | 111 | $22.8K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 109 | $22.0K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 107 | $22.0K | 0.00% | +102+2,040.0% | Added |
| Atlantic Trust, LLC | 106 | $21.8K | 0.01% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 104 | $21.4K | 0.01% | +104 | New |
| Valued Wealth Advisors LLC | 118 | $21.3K | 0.02% | +118 | New |
| Oliver Lagore Vanvalin Investment Group | 97 | $20.0K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 95 | $19.5K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 95 | $19.5K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 93 | $19.1K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 90 | $18.5K | 0.00% | −37−29.1% | Reduced |
| Connectus Wealth, LLC | 88,774 | $18.3K | 0.00% | +88,774 | New |
| Criterion Capital Advisors, LLC | 88 | $18.1K | 0.01% | +88 | New |
| Capital Analysts, LLC | 88 | $18.0K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 83 | $17.1K | 0.00% | +1+1.2% | Added |
| Farmers & Merchants Investments Inc | 81 | $16.7K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 80 | $16.5K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 80 | $16.5K | 0.00% | +80 | New |
| Northwest Bank & Trust Co | 78 | $16.0K | 0.01% | +78 | New |
| West Branch Capital LLC | 77 | $15.8K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 75 | $15.5K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 64 | $13.2K | 0.01% | +64 | New |
| Coston, McIsaac & Partners | 64 | $13.0K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 57 | $11.7K | 0.00% | +57 | New |
| Hallmark Capital Management Inc | 52 | $10.7K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 52 | $10.7K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 51 | $10.5K | 0.00% | +15+41.7% | Added |
| New Millennium Group LLC | 51 | $10.5K | 0.01% | −4−7.3% | Reduced |
| Tyler-Stone Wealth Management | 51 | $10.5K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 50 | $10.3K | 0.00% | −789−94.0% | Reduced |
| Grove Bank & Trust | 50 | $10.3K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 49 | $10.1K | 0.00% | +49 | New |
| PrairieView Partners, LLC | 49 | $10.0K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 54 | $9.67K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 45 | $9.26K | 0.00% | +22+95.7% | Added |
| Fortitude Family Office, LLC | 45 | $9.26K | 0.01% | +45 | New |
| North Star Investment Management Corp. | 39 | $8.02K | 0.00% | −5−11.4% | Reduced |
| EdgeRock Capital LLC | 39 | $7.87K | 0.01% | +39 | New |
| Frazier Financial Advisors, LLC | 38 | $7.82K | 0.01% | +38 | New |
| M&R Capital Management Inc | 37 | $7.61K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 35 | $7.20K | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 35 | $7.20K | 0.00% | +35 | New |
| Robinswood Financial LLC | 32 | $6.58K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 31 | $6.38K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 30 | $6.17K | 0.00% | −1,860−98.4% | Reduced |
| Hexagon Capital Partners LLC | 28 | $5.76K | 0.00% | −2−6.7% | Reduced |
| Iron Horse Wealth Management, LLC | 27 | $5.55K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 26 | $5.35K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 26 | $5.35K | 0.00% | +2+8.3% | Added |
| Bogart Wealth, LLC | 25 | $5.14K | 0.00% | 00.0% | Unchanged |
| Natixis | 22 | $4.53K | 0.00% | +22 | New |
| Abound Wealth Management | 20 | $4.12K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 20 | $4.12K | 0.00% | +20 | New |
| City State Bank | 21 | $4.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 19 | $3.91K | 0.00% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 18 | $3.70K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 18 | $3.70K | 0.00% | +18 | New |
| DiNuzzo Private Wealth, Inc. | 16 | $3.29K | 0.00% | +16 | New |
| Financial Management Professionals, Inc. | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 13 | $3.00K | 0.00% | +13 | New |
| First Pacific Financial | 14 | $2.88K | 0.00% | +14 | New |
