| CarsonAllaria Wealth Management, Ltd. | 206 | $36.0K | 0.03% | +206 | New |
| Stephenson National Bank & Trust | 200 | $35.0K | 0.02% | 00.0% | Unchanged |
| Shore Point Advisors, LLC | 200 | $35.0K | 0.03% | +200 | New |
| Steward Financial Group LLC | 200 | $34.0K | 0.03% | +200 | New |
| Carolinas Wealth Consulting LLC | 187 | $33.0K | 0.01% | +17+10.0% | Added |
| Glassman Wealth Services | 189 | $33.0K | 0.01% | +146+339.5% | Added |
| Estabrook Capital Management | 185 | $32.3K | 0.00% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 186 | $32.0K | 0.02% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 175 | $31.0K | 0.01% | 00.0% | Unchanged |
| Tevis Investment Management | 175 | $31.0K | 0.03% | +175 | New |
| Hudock, Inc. | 167 | $29.0K | 0.01% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 167 | $29.0K | 0.01% | +71+74.0% | Added |
| Financial Avengers, Inc. | 167 | $29.0K | 0.02% | +91+119.7% | Added |
| Goodwin Investment Advisory | 163 | $28.0K | 0.02% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 164 | $28.0K | 0.01% | +164 | New |
| Newbridge Financial Services Group, Inc. | 154 | $27.0K | 0.01% | +100+185.2% | Added |
| TAP Consulting, LLC | 157 | $27.0K | 0.01% | +157 | New |
| Rockbridge Investment Management, LCC | 150 | $26.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 150 | $26.0K | 0.00% | +7+4.9% | Added |
| Versant Capital Management, Inc | 142 | $25.0K | 0.01% | −18−11.3% | Reduced |
| FinTrust Capital Advisors, LLC | 142 | $25.0K | 0.01% | +45+46.4% | Added |
| Truehand, Inc | 130 | $23.0K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 134 | $23.0K | 0.00% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 134 | $23.0K | 0.03% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 131 | $23.0K | 0.00% | +17+14.9% | Added |
| Curi Capital | 136 | $23.0K | 0.00% | +136 | New |
| Clearview Wealth Advisors LLC | 127 | $22.0K | 0.01% | −920−87.9% | Reduced |
| Peoples Financial Services Corp. | 125 | $22.0K | 0.01% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 125 | $22.0K | 0.01% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 107 | $22.0K | 0.01% | +7+7.0% | Added |
| Prestige Wealth Management Group LLC | 124 | $22.0K | 0.01% | +35+39.3% | Added |
| JJJ Advisors Inc. | 118 | $21.0K | 0.01% | −28−19.2% | Reduced |
| Rocky Mountain Advisers, LLC | 120 | $21.0K | 0.02% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 122 | $21.0K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 117 | $20.0K | 0.00% | −1−0.8% | Reduced |
| Exchange Traded Concepts, LLC | 112 | $20.0K | 0.00% | +112 | New |
| Creative Financial Designs Inc | 109 | $19.0K | 0.00% | +96+738.5% | Added |
| Bogart Wealth, LLC | 104 | $18.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 103 | $18.0K | 0.01% | −2−1.9% | Reduced |
| Tortoise Investment Management, LLC | 105 | $18.0K | 0.00% | +30+40.0% | Added |
| Horan Securities, Inc. | 106 | $18.0K | 0.01% | +106 | New |
| Kenfarb & Co. | 104 | $18.0K | 0.01% | +104 | New |
| Operose Advisors LLC | 101 | $18.0K | 0.01% | +101 | New |
| Financial Perspectives, Inc | 100 | $17.4K | 0.01% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 99 | $17.0K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 100 | $17.0K | 0.01% | +100 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 95 | $17.0K | 0.01% | +95 | New |
| Beaird Harris Wealth Management, LLC | 100 | $17.0K | 0.01% | +100 | New |
| Fortitude Advisory Group L.L.C. | 103 | $17.0K | 0.01% | +103 | New |
| M&R Capital Management Inc | 96 | $16.0K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 90 | $16.0K | 0.00% | 00.0% | Unchanged |
| Outfitter Financial LLC | 90 | $16.0K | 0.01% | +90 | New |
| Pin Oak Investment Advisors Inc | 85 | $15.0K | 0.02% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 81 | $14.0K | 0.01% | −81−50.0% | Reduced |
| JFS Wealth Advisors, LLC | 83 | $14.0K | 0.00% | +14+20.3% | Added |
| EverSource Wealth Advisors, LLC | 77 | $14.0K | 0.00% | +77 | New |
| Highlander Capital Management, LLC | 75 | $13.0K | 0.01% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 74 | $13.0K | 0.00% | +20+37.0% | Added |
| Thompson Siegel & Walmsley LLC | 67 | $12.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 62 | $11.0K | 0.00% | −121−66.1% | Reduced |
| Mascoma Wealth Management LLC | 65 | $11.0K | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 63 | $11.0K | 0.00% | +1+1.6% | Added |
| Loomis Sayles & Co L P | 56 | $10.0K | 0.00% | −124−68.9% | Reduced |
| Vectors Research Management, LLC | 60 | $10.0K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 55 | $10.0K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 55 | $10.0K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 55 | $10.0K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 55 | $10.0K | 0.01% | +1+1.9% | Added |
| AllSquare Wealth Management LLC | 50 | $9.00K | 0.01% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 50 | $9.00K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 54 | $9.00K | 0.00% | +54 | New |
| Annapolis Financial Services, LLC | 52 | $9.00K | 0.00% | +52 | New |
| Stephens Consulting, LLC | 50 | $8.72K | 0.01% | +50 | New |
| Costello Asset Management, INC | 44 | $8.00K | 0.00% | −209−82.6% | Reduced |
| Tradewinds Capital Management, LLC | 46 | $8.00K | 0.00% | −119−72.1% | Reduced |
| Valley National Advisers Inc | 44 | $8.00K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 45 | $8.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 42 | $7.00K | 0.00% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 42 | $7.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 38 | $7.00K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 33 | $6.00K | 0.00% | −116−77.9% | Reduced |
| Ahrens Investment Partners LLC | 37 | $6.00K | 0.00% | +37 | New |
| Advanced Research Investment Solutions, LLC | 35 | $6.00K | 0.00% | +35 | New |
| True Link Financial Advisors, LLC | 30 | $5.00K | 0.00% | −9−23.1% | Reduced |
| Concord Wealth Partners | 27 | $5.00K | 0.00% | +20+285.7% | Added |
| Sierra Capital LLC | 31 | $5.00K | 0.00% | +31 | New |
| Future Financial Wealth Managment LLC | 31 | $5.00K | 0.00% | +31 | New |
| High Net Worth Advisory Group LLC | 30 | $5.00K | 0.00% | +30 | New |
| Raffa Wealth Management, LLC | 27 | $4.71K | 0.00% | −3−10.0% | Reduced |
| Sutton Wealth Advisors Inc. | 27 | $4.71K | 0.00% | +7+35.0% | Added |
| HC Financial Advisors Inc | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 22 | $4.00K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 26 | $4.00K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 22 | $4.00K | 0.00% | +5+29.4% | Added |
| Harbor Investment Advisory, LLC | 19 | $3.00K | 0.00% | −13−40.6% | Reduced |
| Clean Yield Group | 18 | $3.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 16 | $3.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 15 | $3.00K | 0.00% | 00.0% | Unchanged |