| Graham Capital Wealth Management, LLC | 117 | $23.4K | 0.03% | +117 | New |
| IAG Wealth Partners, LLC | 120 | $24.0K | 0.01% | +100+500.0% | Added |
| CarsonAllaria Wealth Management, Ltd. | 130 | $26.0K | 0.02% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 139 | $27.8K | 0.01% | 00.0% | Unchanged |
| Pflug Koory, LLC | 145 | $29.0K | 0.02% | 00.0% | Unchanged |
| NewSquare Capital LLC | 149 | $29.8K | 0.00% | +85+132.8% | Added |
| Slocum, Gordon & Co LLP | 150 | $30.0K | 0.02% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 159 | $31.8K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 160 | $32.0K | 0.00% | −74−31.6% | Reduced |
| Perkins Coie Trust Co | 164 | $32.8K | 0.01% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 165 | $33.0K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 169 | $33.8K | 0.01% | −75−30.7% | Reduced |
| TD Ameritrade Investment Management, LLC | 169 | $34.0K | 0.00% | −2−1.2% | Reduced |
| Armstrong Advisory Group, Inc | 177 | $35.4K | 0.00% | +27+18.0% | Added |
| Highline Wealth Partners LLC | 179 | $35.8K | 0.02% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 187 | $37.0K | 0.01% | −503−72.9% | Reduced |
| Caldwell Sutter Capital, Inc. | 190 | $38.0K | 0.03% | +190 | New |
| Tortoise Investment Management, LLC | 191 | $38.2K | 0.01% | −7−3.5% | Reduced |
| Centiva Capital, LP | 197 | $39.4K | 0.00% | +197 | New |
| Aspire Private Capital, LLC | 200 | $40.0K | 0.01% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 200 | $40.0K | 0.02% | +200 | New |
| Cohen & Steers, Inc. | 200 | $40.0K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 204 | $40.8K | 0.01% | +204 | New |
| Rise Advisors, LLC | 205 | $41.0K | 0.03% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 212 | $42.3K | 0.02% | −24−10.2% | Reduced |
| GHP Investment Advisors, Inc. | 215 | $43.0K | 0.00% | −55−20.4% | Reduced |
| GoalVest Advisory LLC | 219 | $43.8K | 0.03% | −72−24.7% | Reduced |
| Institutional & Family Asset Management, LLC | 221 | $44.2K | 0.01% | −70−24.1% | Reduced |
| Macroview Investment Management LLC | 223 | $44.6K | 0.07% | −30−11.9% | Reduced |
| Archer Investment Corp | 224 | $44.8K | 0.02% | −115−33.9% | Reduced |
| JCIC Asset Management Inc. | 224 | $44.8K | 0.02% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 224 | $44.8K | 0.01% | +224 | New |
| State of Wyoming | 225 | $45.0K | 0.01% | −1,367−85.9% | Reduced |
| Tucker Asset Management LLC | 226 | $45.1K | 0.01% | +107+89.9% | Added |
| Atticus Wealth Management, LLC | 238 | $47.5K | 0.02% | −109−31.4% | Reduced |
| Retirement Group, LLC | 251 | $50.0K | 0.02% | +69+37.9% | Added |
| WR Wealth Planners, LLC | 254 | $50.7K | 0.02% | +254 | New |
| Hartford Financial Management Inc. | 259 | $51.7K | 0.01% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 260 | $52.0K | 0.03% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 261 | $52.1K | 0.01% | −4−1.5% | Reduced |
| Activest Wealth Management | 268 | $52.7K | 0.03% | −4,661−94.6% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 264 | $52.7K | 0.01% | +100+61.0% | Added |
| Ameliora Wealth Management Ltd. | 268 | $53.5K | 0.03% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 269 | $53.7K | 0.04% | −15−5.3% | Reduced |
| Live Oak Investment Partners | – | $53.9K | 0.05% | – | – |
| Chesapeake Asset Management LLC | 274 | $54.7K | 0.05% | +274 | New |
| RFP Financial Group LLC | 280 | $55.9K | 0.06% | −150−34.9% | Reduced |
| Global Financial Private Client, LLC | 293 | $57.6K | 0.03% | 00.0% | Unchanged |
| Delta Asset Management LLC | 292 | $58.3K | 0.01% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 293 | $58.5K | 0.09% | +225+330.9% | Added |
| Logan Capital Management Inc | 298 | $59.5K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 300 | $59.9K | 0.09% | 00.0% | Unchanged |
| Portland Hill Asset Management Ltd | 311 | $60.0K | 0.14% | 00.0% | Unchanged |
| Bank of New Hampshire | 310 | $61.9K | 0.02% | −491−61.3% | Reduced |
| Ogorek Anthony Joseph | 314 | $62.0K | 0.03% | +314 | New |
| McIlrath & Eck, LLC | 311 | $62.1K | 0.01% | −2−0.6% | Reduced |
| MB, Levis & Associates, LLC | 311 | $62.1K | 0.04% | 00.0% | Unchanged |
| First Personal Financial Services | 314 | $62.7K | 0.02% | −22−6.5% | Reduced |
| JFS Wealth Advisors, LLC | 314 | $62.7K | 0.01% | +36+12.9% | Added |
| Rosenberg Matthew Hamilton | 319 | $63.7K | 0.02% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 321 | $64.1K | 0.02% | +315+5,250.0% | Added |
| Pointe Capital Management LLC | 330 | $65.9K | 0.05% | +330 | New |
| Estabrook Capital Management | 331 | $66.1K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 333 | $66.5K | 0.01% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 334 | $66.7K | 0.03% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 336 | $67.1K | 0.04% | −1,914−85.1% | Reduced |
| Community Bank, N.A. | 347 | $69.3K | 0.01% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 358 | $71.5K | 0.01% | +358 | New |
| Mendota Financial Group, LLC | 337 | $71.6K | 0.07% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 370 | $73.9K | 0.00% | −28,324−98.7% | Reduced |
| Covestor Ltd | 381 | $76.0K | 0.07% | −132−25.7% | Reduced |
| Strategic Investment Solutions, Inc. | 393 | $78.5K | 0.02% | +393 | New |
| WFA Asset Management Corp | 400 | $79.9K | 0.05% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 405 | $81.0K | 0.06% | +295+268.2% | Added |
| Sound Income Strategies, LLC | 414 | $82.7K | 0.01% | −50−10.8% | Reduced |
| Financial Connections Group, Inc. | 416 | $83.0K | 0.06% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 428 | $85.5K | 0.02% | +115+36.7% | Added |
| Eagle Bay Advisors LLC | 434 | $86.7K | 0.05% | +52+13.6% | Added |
| Paradigm Asset Management Co LLC | 450 | $89.9K | 0.02% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 455 | $90.9K | 0.01% | +455 | New |
| Clean Yield Group | 461 | $92.1K | 0.04% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 467 | $92.6K | 0.03% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 496 | $99.1K | 0.63% | +496 | New |
| Householder Group Estate & Retirement Specialist, LLC | 499 | $100.0K | 0.04% | +61+13.9% | Added |
| First Command Bank | 505 | $100.9K | 0.01% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 505 | $100.9K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 527 | $105.3K | 0.03% | −1,479−73.7% | Reduced |
| Rock Creek Group, LP | 528 | $105.5K | 0.01% | +230+77.2% | Added |
| Colonial Trust Co | 530 | $105.9K | 0.03% | −296−35.8% | Reduced |
| Citizens National Bank Trust Department | 535 | $106.9K | 0.03% | −455−46.0% | Reduced |
| Earnest Partners LLC | 536 | $107.1K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 545 | $109.0K | 0.13% | +35+6.9% | Added |
| Hall Laurie J Trustee | 545 | $109.0K | 0.05% | +180+49.3% | Added |
| Atlas Capital Advisors LLC | 546 | $109.1K | 0.02% | +172+46.0% | Added |
| Dakota Community Bank & Trust NA | 547 | $109.3K | 0.68% | +382+231.5% | Added |
| Kessler Investment Group, LLC | 554 | $110.8K | 0.07% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 556 | $111.0K | 0.02% | −29−5.0% | Reduced |
| DT Investment Partners, LLC | 570 | $112.7K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 569 | $113.7K | 0.05% | +58+11.4% | Added |
| Tompkins Financial Corp | 571 | $114.1K | 0.02% | −1,090−65.6% | Reduced |
