| BOK Financial Private Wealth, Inc. | 290 | $47.2K | 0.00% | +290 | New |
| Coppell Advisory Solutions LLC | 287 | $46.9K | 0.01% | −42−12.8% | Reduced |
| Riverview Trust Co | 283 | $46.1K | 0.04% | +5+1.8% | Added |
| Bray Capital Advisors | 275 | $44.8K | 0.01% | 00.0% | Unchanged |
| Quantbot Technologies LP | 272 | $44.3K | 0.00% | −13,188−98.0% | Reduced |
| City Holding Co | 270 | $44.0K | 0.01% | −50−15.6% | Reduced |
| MeadowBrook Investment Advisors LLC | 268 | $43.7K | 0.04% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 267 | $43.5K | 0.00% | −85−24.1% | Reduced |
| Parkside Financial Bank & Trust | 266 | $43.3K | 0.01% | −76−22.2% | Reduced |
| Intelligent Financial Strategies | 256 | $41.7K | 0.02% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 250 | $40.7K | 0.02% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 250 | $40.7K | 0.03% | −40−13.8% | Reduced |
| Global Financial Private Client, LLC | 250 | $40.7K | 0.02% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 240 | $39.1K | 0.02% | 00.0% | Unchanged |
| Valley National Advisers Inc | 243 | $39.0K | 0.01% | −30−11.0% | Reduced |
| Nemes Rush Group LLC | 243 | $37.2K | 0.01% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 227 | $37.0K | 0.01% | −4−1.7% | Reduced |
| Cherry Tree Wealth Management, LLC | 223 | $36.3K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 222 | $36.2K | 0.00% | 00.0% | Unchanged |
| Syntax Research, Inc. | 221 | $36.0K | 0.02% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 223 | $36.0K | 0.01% | −11−4.7% | Reduced |
| Cyrus J. Lawrence, LLC | 225 | $36.0K | 0.01% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 220 | $35.8K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 220 | $35.8K | 0.01% | −475−68.3% | Reduced |
| Country Trust Bank | 206 | $33.6K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 200 | $32.6K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 200 | $32.6K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 200 | $32.6K | 0.01% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 200 | $32.6K | 0.01% | 00.0% | Unchanged |
| Northwest Financial Advisors | 200 | $32.6K | 0.03% | +200 | New |
| Continuum Advisory, LLC | 184 | $30.4K | 0.00% | +138+300.0% | Added |
| Estabrook Capital Management | 185 | $30.1K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 175 | $28.5K | 0.01% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 170 | $27.8K | 0.02% | +1+0.6% | Added |
| Reuter James Wealth Management, LLC | 165 | $26.9K | 0.00% | +165 | New |
| JFS Wealth Advisors, LLC | 165 | $26.9K | 0.00% | +7+4.4% | Added |
| McIlrath & Eck, LLC | 156 | $25.4K | 0.00% | −47−23.2% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 156 | $25.4K | 0.01% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 155 | $25.3K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 154 | $25.1K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 154 | $25.1K | 0.00% | −9−5.5% | Reduced |
| Halpern Financial, Inc. | 150 | $24.7K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 150 | $24.4K | 0.00% | −173−53.6% | Reduced |
| Independence Bank of Kentucky | 150 | $24.4K | 0.01% | +150 | New |
| Creative Financial Designs Inc | 133 | $21.6K | 0.00% | +133 | New |
| Atticus Wealth Management, LLC | 130 | $21.2K | 0.01% | −4−3.0% | Reduced |
| Financial Management Professionals, Inc. | 131 | $21.0K | 0.00% | 00.0% | Unchanged |
| Wintrust Investments LLC | 128 | $21.0K | 0.02% | +128 | New |
| Harbor Investment Advisory, LLC | 123 | $20.0K | 0.00% | −20−14.0% | Reduced |
| Sugarloaf Wealth Management, LLC | 122 | $19.9K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 114 | $18.6K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 112 | $18.2K | 0.01% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 105 | $17.2K | 0.00% | −3−2.8% | Reduced |
| Ashton Thomas Securities, LLC | 103 | $16.8K | 0.00% | +103 | New |
| Asset Dedication, LLC | 101 | $16.5K | 0.00% | −50−33.1% | Reduced |
| Optiver Holding B.V. | 100 | $16.3K | 0.00% | −3,317−97.1% | Reduced |
| Rocky Mountain Advisers, LLC | 100 | $16.3K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 100 | $16.3K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 100 | $16.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 98 | $16.0K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 104 | $16.0K | 0.00% | +104 | New |
| Bogart Wealth, LLC | 95 | $15.5K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 93 | $15.2K | 0.00% | −130−58.3% | Reduced |
| Chilton Capital Management LLC | 93 | $15.2K | 0.00% | +93 | New |
| Trivant Custom Portfolio Group, LLC | 90 | $14.7K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 88 | $14.4K | 0.01% | +6+7.3% | Added |
| Rise Advisors, LLC | 87 | $14.2K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 87 | $14.2K | 0.01% | +82+1,640.0% | Added |
| GPS Wealth Strategies Group, LLC | 87 | $14.2K | 0.00% | −108−55.4% | Reduced |
| Covestor Ltd | 86 | $14.0K | 0.01% | −1−1.1% | Reduced |
| Cape Investment Advisory, Inc. | 84 | $13.7K | 0.01% | +12+16.7% | Added |
| SOA Wealth Advisors, LLC. | 83 | $13.6K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 75 | $12.2K | 0.00% | +62+476.9% | Added |
| Peoples Financial Services Corp. | 75 | $12.2K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 75 | $12.0K | 0.00% | +7+10.3% | Added |
| Abound Wealth Management | 73 | $11.9K | 0.00% | +12+19.7% | Added |
| DT Investment Partners, LLC | 70 | $11.4K | 0.00% | +15+27.3% | Added |
| New Millennium Group LLC | 69 | $11.2K | 0.01% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 68 | $11.1K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 68 | $11.0K | 0.00% | +3+4.6% | Added |
| West Financial Advisors, LLC | 63 | $10.3K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 62 | $10.1K | 0.00% | +29+87.9% | Added |
| Sachetta, LLC | 59 | $9.61K | 0.00% | −2−3.3% | Reduced |
| Skopos Labs, Inc. | 58 | $9.45K | 0.00% | +58 | New |
| Live Oak Investment Partners | – | $9.17K | 0.01% | – | – |
| Global Wealth Strategies & Associates | 56 | $9.12K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 55 | $8.96K | 0.00% | −3−5.2% | Reduced |
| Fortis Group Advisors, LLC | 55 | $8.96K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 55 | $8.96K | 0.01% | 00.0% | Unchanged |
| First United Bank Trust | 50 | $8.15K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 50 | $8.15K | 0.00% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 50 | $8.15K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 50 | $8.15K | 0.00% | +50 | New |
| PSI Advisors, LLC | 48 | $7.79K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 45 | $7.33K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 42 | $6.84K | 0.00% | −10−19.2% | Reduced |
| Mascoma Wealth Management LLC | 40 | $6.52K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 40 | $6.52K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 38 | $6.24K | 0.00% | +1+2.7% | Added |
| Logan Capital Management Inc | 38 | $6.19K | 0.00% | −158−80.6% | Reduced |
