| Rosenberg Matthew Hamilton | 197 | $39.0K | 0.01% | +30+18.0% | Added |
| Baystate Wealth Management LLC | 192 | $38.0K | 0.00% | −80−29.4% | Reduced |
| Global Trust Asset Management, LLC | 193 | $38.0K | 0.02% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 192 | $38.0K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 187 | $37.0K | 0.01% | 00.0% | Unchanged |
| McMillion Capital Management Inc | 184 | $36.0K | 0.03% | +184 | New |
| Key Financial Inc | 178 | $35.0K | 0.02% | +77+76.2% | Added |
| Crewe Advisors LLC | 163 | $32.0K | 0.01% | +163 | New |
| AGF Investments LLC | 154 | $30.0K | 0.00% | −363−70.2% | Reduced |
| Bell Investment Advisors, Inc | 153 | $30.0K | 0.01% | +153 | New |
| Blume Capital Management, Inc. | 150 | $29.0K | 0.01% | −50−25.0% | Reduced |
| Heritage Financial Services, LLC | 150 | $29.0K | 0.02% | +150 | New |
| Bangor Savings Bank | 142 | $28.0K | 0.00% | +142 | New |
| Emfo, LLC | 125 | $25.0K | 0.03% | 00.0% | Unchanged |
| Enterprise Trust & Investment Co | 128 | $25.0K | 0.01% | +128 | New |
| Rockbridge Investment Management, LCC | 126 | $24.8K | 0.01% | 00.0% | Unchanged |
| Advocacy Wealth Management Services, LLC | 122 | $24.0K | 0.00% | −18−12.9% | Reduced |
| Pin Oak Investment Advisors Inc | 121 | $24.0K | 0.03% | 00.0% | Unchanged |
| Clean Yield Group | 120 | $24.0K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 120 | $24.0K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 120 | $24.0K | 0.00% | 00.0% | Unchanged |
| Knott David M Jr | 121 | $24.0K | 0.01% | +121 | New |
| Addison Advisors LLC | 119 | $23.0K | 0.01% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 116 | $23.0K | 0.02% | +116 | New |
| Atticus Wealth Management, LLC | 113 | $22.0K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 110 | $22.0K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 106 | $21.0K | 0.00% | 00.0% | Unchanged |
| Veritas Investment Partners (UK) Ltd. | 108 | $21.0K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 106 | $21.0K | 0.01% | +48+82.8% | Added |
| FNY Investment Advisers, LLC | 104 | $20.0K | 0.01% | −196−65.3% | Reduced |
| Investors Asset Management of Georgia Inc | 100 | $20.0K | 0.01% | +100 | New |
| Edmond de Rothschild Holding S.A. | 100 | $20.0K | 0.00% | +100 | New |
| Aquatic Capital Management LLC | 100 | $20.0K | 0.01% | +100 | New |
| Laurel Wealth Advisors LLC | 98 | $19.0K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 94 | $18.5K | 0.01% | 00.0% | Unchanged |
| Advanced Research Investment Solutions, LLC | 84 | $17.0K | 0.01% | −50−37.3% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 89 | $17.0K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 86 | $17.0K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 86 | $17.0K | 0.01% | +4+4.9% | Added |
| Delos Wealth Advisors, LLC | 83 | $16.0K | 0.02% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 81 | $16.0K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 80 | $16.0K | 0.01% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 82 | $16.0K | 0.01% | +82 | New |
| Copeland Capital Management, LLC | 72 | $14.0K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 66 | $13.0K | 0.01% | +6+10.0% | Added |
| Charter Oak Capital Management, LLC | 58 | $12.0K | 0.00% | −50−46.3% | Reduced |
| Sound Income Strategies, LLC | 63 | $12.0K | 0.00% | −21−25.0% | Reduced |
| Capital Analysts, LLC | 62 | $12.0K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 56 | $11.1K | 0.01% | +52+1,300.0% | Added |
| Patriot Financial Group Insurance Agency, LLC | 57 | $11.0K | 0.00% | −8−12.3% | Reduced |
| Arcadia Investment Management Corp | 58 | $11.0K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 52 | $10.0K | 0.00% | −12−18.8% | Reduced |
| RE Dickinson Investment Advisors, LLC | 51 | $10.0K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 53 | $10.0K | 0.00% | +23+76.7% | Added |
| Raffa Wealth Management, LLC | 48 | $9.44K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 48 | $9.00K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 45 | $9.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 48 | $9.00K | 0.00% | +5+11.6% | Added |
| Covestor Ltd | 44 | $9.00K | 0.01% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 47 | $9.00K | 0.00% | +47 | New |
| Morton Brown Family Wealth, LLC | 48 | $9.00K | 0.01% | +48 | New |
| Schubert & Co | 40 | $8.00K | 0.01% | +21+110.5% | Added |
| Tucker Asset Management LLC | 38 | $7.47K | 0.00% | +38 | New |
| IMA Wealth, Inc. | 37 | $7.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 37 | $7.00K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 36 | $7.00K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 35 | $7.00K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 35 | $7.00K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 35 | $7.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 31 | $6.00K | 0.01% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 30 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 30 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 28 | $6.00K | 0.00% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 28 | $6.00K | 0.00% | +28 | New |
| Maryland Capital Advisors Inc. | 30 | $6.00K | 0.01% | +30 | New |
| Horizons Wealth Management | 31 | $6.00K | 0.00% | +31 | New |
| West Paces Advisors Inc. | 28 | $5.50K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 28 | $5.50K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 27 | $5.00K | 0.00% | −80−74.8% | Reduced |
| Capital Advisors, Ltd. LLC | 23 | $5.00K | 0.00% | −9−28.1% | Reduced |
| Altshuler Shaham Ltd | 24 | $5.00K | 0.00% | −4−14.3% | Reduced |
| Institutional & Family Asset Management, LLC | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 28 | $5.00K | 0.00% | +28 | New |
| Glen Eagle Advisors, LLC | 22 | $4.33K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 18 | $4.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 18 | $4.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 19 | $4.00K | 0.00% | −2−9.5% | Reduced |
| Credential Qtrade Securities Inc. | 19 | $3.73K | 0.00% | −2−9.5% | Reduced |
| WR Wealth Planners, LLC | 18 | $3.54K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 17 | $3.00K | 0.00% | −27−61.4% | Reduced |
| Spartan Planning & Wealth Management | 14 | $3.00K | 0.00% | −14−50.0% | Reduced |
| First Bank & Trust | 17 | $3.00K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 14 | $3.00K | 0.00% | +14 | New |
| Archer Investment Corp | 13 | $2.56K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 109 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 8 | $2.00K | 0.00% | −18−69.2% | Reduced |
| Arrow Financial Corp | 10 | $2.00K | 0.00% | −15−60.0% | Reduced |
| Plante Moran Financial Advisors, LLC | 8 | $2.00K | 0.00% | −10−55.6% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
