| Johnson Financial Group, Inc. | 102 | $37.5K | 0.00% | +3+3.0% | Added |
| Baldwin Brothers Inc | 101 | $37.1K | 0.00% | −14−12.2% | Reduced |
| West Branch Capital LLC | 99 | $36.4K | 0.02% | +99 | New |
| Westpac Banking Corp | 95 | $34.9K | 0.00% | −26,809−99.6% | Reduced |
| Grove Bank & Trust | 94 | $34.5K | 0.01% | −13−12.1% | Reduced |
| Glen Eagle Advisors, LLC | 93 | $34.2K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 93 | $34.2K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 91 | $33.4K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 89 | $32.7K | 0.02% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 88 | $32.3K | 0.01% | 00.0% | Unchanged |
| M&R Capital Management Inc | 87 | $32.0K | 0.01% | +27+45.0% | Added |
| SOA Wealth Advisors, LLC. | 86 | $31.6K | 0.01% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 84 | $30.9K | 0.00% | −7−7.7% | Reduced |
| Industrial Alliance Investment Management Inc. | 81 | $30.0K | 0.02% | −13,511−99.4% | Reduced |
| Family CFO Inc | 81 | $29.8K | 0.02% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 76 | $27.9K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 76 | $27.9K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 82 | $27.3K | 0.02% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 73 | $26.8K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 70 | $25.7K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 69 | $25.3K | 0.01% | −4−5.5% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 69 | $25.3K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 68 | $25.0K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 68 | $25.0K | 0.02% | 00.0% | Unchanged |
| Sandy Spring Bank | 63 | $23.1K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 61 | $22.4K | 0.00% | +6+10.9% | Added |
| BDO Wealth Advisors, LLC | 61 | $22.4K | 0.00% | +55+916.7% | Added |
| Rock Creek Group, LP | 61 | $22.4K | 0.00% | +61 | New |
| MCF Advisors LLC | 58 | $21.3K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 58 | $21.3K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 57 | $20.9K | 0.01% | −143−71.5% | Reduced |
| Baystate Wealth Management LLC | 57 | $20.9K | 0.00% | −9−13.6% | Reduced |
| CVA Family Office, LLC | 55 | $20.2K | 0.00% | −6−9.8% | Reduced |
| Magnolia Capital Management Ltd | 52 | $19.0K | 0.02% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 43 | $17.7K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 48 | $17.6K | 0.00% | −14−22.6% | Reduced |
| Investors Research Corp | 48 | $17.6K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 48 | $17.6K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 46 | $16.9K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 43 | $16.0K | 0.00% | +42+4,200.0% | Added |
| Nemes Rush Group LLC | 43 | $15.8K | 0.00% | +43 | New |
| Bourgeon Capital Management LLC | 41 | $15.1K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 41 | $15.1K | 0.00% | +12+41.4% | Added |
| Caldwell Trust Co | 41 | $15.1K | 0.00% | +7+20.6% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 42 | $15.0K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 40 | $14.7K | 0.01% | +40 | New |
| Plante Moran Financial Advisors, LLC | 39 | $14.3K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 41 | $13.9K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 37 | $13.6K | 0.01% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 36 | $13.2K | 0.00% | −5−12.2% | Reduced |
| Kistler-Tiffany Companies, LLC | 35 | $12.9K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 35 | $12.9K | 0.00% | +4+12.9% | Added |
| Marquette Asset Management, LLC | 33 | $12.1K | 0.00% | +33 | New |
| Assetmark, Inc | 33 | $12.1K | 0.00% | +7+26.9% | Added |
| Larson Financial Group LLC | 32 | $11.8K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 30 | $11.0K | 0.00% | −515−94.5% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 30 | $11.0K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 28 | $10.3K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 28 | $10.3K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 28 | $10.3K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 27 | $9.92K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 27 | $9.92K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 26 | $9.43K | 0.00% | +26 | New |
| JJJ Advisors Inc. | 25 | $9.19K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 25 | $9.18K | 0.01% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 25 | $9.00K | 0.01% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 24 | $8.82K | 0.00% | −2−7.7% | Reduced |
| Venturi Wealth Management, LLC | 24 | $8.82K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 21 | $8.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 20 | $7.35K | 0.00% | −3−13.0% | Reduced |
| Arcadia Investment Management Corp | 20 | $7.35K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 20 | $7.35K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 20 | $7.35K | 0.00% | +3+17.6% | Added |
| Loomis Sayles & Co L P | 20 | $7.00K | 0.00% | −8−28.6% | Reduced |
| NewSquare Capital LLC | 19 | $6.98K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 19 | $6.98K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 18 | $6.61K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 16 | $6.00K | 0.00% | −7−30.4% | Reduced |
| ICA Group Wealth Management, LLC | 16 | $5.88K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 16 | $5.88K | 0.00% | +1+6.7% | Added |
| St Germain D J Co Inc | 16 | $5.88K | 0.00% | +16 | New |
| Proequities, Inc. | 16 | $5.88K | 0.00% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 15 | $5.51K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 13 | $4.78K | 0.00% | −194−93.7% | Reduced |
| Salem Investment Counselors Inc | 13 | $4.78K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 13 | $4.78K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 13 | $4.78K | 0.00% | +6+85.7% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 12 | $4.75K | 0.00% | +12 | New |
| Lee Financial Co | 12 | $4.41K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 12 | $4.41K | 0.00% | +12 | New |
| Level Financial Advisors, Inc. | 12 | $4.41K | 0.00% | +12 | New |
| Eagle Bay Advisors LLC | 11 | $4.04K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 11 | $4.04K | 0.00% | +11 | New |
| Hazlett, Burt & Watson, Inc. | 11 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 10 | $4.00K | 0.00% | +10 | New |
| SJS Investment Consulting Inc. | 10 | $3.67K | 0.00% | −2−16.7% | Reduced |
| Disciplined Investments, LLC | 10 | $3.67K | 0.00% | −2−16.7% | Reduced |
| Valley National Advisers Inc | 6 | $3.00K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 7 | $3.00K | 0.00% | +7 | New |
| Raffa Wealth Management, LLC | 8 | $2.94K | 0.00% | 00.0% | Unchanged |