| Caldwell Sutter Capital, Inc. | 160 | $61.3K | 0.03% | +135+540.0% | Added |
| Hilltop National Bank | 158 | $60.5K | 0.02% | 00.0% | Unchanged |
| Grove Bank & Trust | 152 | $58.2K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 151 | $57.9K | 0.01% | +19+14.4% | Added |
| Park Circle Co | 150 | $57.5K | 0.06% | 00.0% | Unchanged |
| Core Alternative Capital | 150 | $57.5K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 145 | $55.6K | 0.00% | +137+1,712.5% | Added |
| Fairscale Capital, LLC | 147 | $54.3K | 0.05% | +147 | New |
| Plante Moran Financial Advisors, LLC | 141 | $54.0K | 0.01% | 00.0% | Unchanged |
| BFSG, LLC | 137 | $52.5K | 0.01% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 136 | $52.1K | 0.03% | −40−22.7% | Reduced |
| Dogwood Wealth Management LLC | 135 | $51.7K | 0.03% | 00.0% | Unchanged |
| MCF Advisors LLC | 135 | $51.7K | 0.00% | +35+35.0% | Added |
| Richardson Capital Management LLC | 135 | $51.7K | 0.04% | +135 | New |
| Close Asset Management Ltd | 127 | $49.0K | 0.00% | +10+8.5% | Added |
| Abound Wealth Management | 128 | $49.0K | 0.02% | −3−2.3% | Reduced |
| RiverPark Advisors, LLC | 127 | $48.7K | 0.04% | −34−21.1% | Reduced |
| Brown Brothers Harriman & Co | 126 | $48.3K | 0.00% | −140−52.6% | Reduced |
| Vista Private Wealth Partners. LLC | 125 | $47.9K | 0.02% | +125 | New |
| Manchester Capital Management LLC | 124 | $47.5K | 0.01% | +29+30.5% | Added |
| Northwest Bank & Trust Co | 124 | $47.5K | 0.04% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $46.0K | 0.04% | – | New |
| JJJ Advisors Inc. | 116 | $44.5K | 0.01% | −61−34.5% | Reduced |
| SWS Partners | 115 | $44.1K | 0.01% | +115 | New |
| Avion Wealth | 117 | $44.0K | 0.01% | +102+680.0% | Added |
| Activest Wealth Management | 114 | $43.7K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 113 | $43.3K | 0.04% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 112 | $42.9K | 0.02% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 108 | $41.4K | 0.00% | −663−86.0% | Reduced |
| Great Lakes Retirement, Inc. | 108 | $41.4K | 0.01% | +108 | New |
| Old Point Trust & Financial Services N A | 102 | $39.1K | 0.02% | −51−33.3% | Reduced |
| AlphaCentric Advisors LLC | 101 | $38.7K | 0.03% | +101 | New |
| Kelly Financial Services LLC | 100 | $38.3K | 0.01% | −1−1.0% | Reduced |
| CVA Family Office, LLC | 100 | $38.3K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 100 | $38.3K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 100 | $38.3K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 100 | $38.3K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 100 | $38.3K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 100 | $38.3K | 0.02% | +12+13.6% | Added |
| Carolinas Wealth Consulting LLC | 100 | $38.3K | 0.01% | +25+33.3% | Added |
| Fairfield Financial Advisors, LTD | 100 | $38.3K | 0.01% | +100 | New |
| Hobbs Group Advisors, LLC | 98 | $37.6K | 0.01% | +98 | New |
| Trivant Custom Portfolio Group, LLC | 95 | $36.4K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Advisors | 94 | $36.0K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 94 | $36.0K | 0.01% | +94 | New |
| Foster Dykema Cabot & Partners, LLC | 91 | $34.9K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 85 | $33.3K | 0.02% | +85 | New |
| Itau Unibanco Holding S.A. | 86 | $33.0K | 0.00% | +86 | New |
| ICA Group Wealth Management, LLC | 85 | $32.6K | 0.02% | −902−91.4% | Reduced |
| Unique Wealth Strategies, LLC | 94 | $30.1K | 0.01% | +94 | New |
| Family Firm, Inc. | 78 | $29.9K | 0.01% | +78 | New |
| Tradewinds Capital Management, LLC | 75 | $28.7K | 0.01% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 75 | $28.7K | 0.00% | −56,545−99.9% | Reduced |
| Front Row Advisors LLC | 75 | $28.7K | 0.01% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 66 | $25.6K | 0.01% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 65 | $25.0K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 65 | $24.9K | 0.01% | +5+8.3% | Added |
| Abich Financial Wealth Management LLC | 64 | $24.5K | 0.02% | +64 | New |
| Valley National Advisers Inc | 63 | $24.0K | 0.00% | +8+14.5% | Added |
| GW&K Investment Management, LLC | 63 | $24.0K | 0.00% | +52+472.7% | Added |
| Strategic Investment Solutions, Inc. | 100 | $23.2K | 0.01% | +100 | New |
| Cultivar Capital, Inc. | 60 | $23.0K | 0.02% | +60 | New |
| Frazier Financial Advisors, LLC | 60 | $23.0K | 0.02% | +60 | New |
| Islay Capital Management, LLC | 60 | $23.0K | 0.02% | +60 | New |
| Your Advocates Ltd., LLP | 60 | $23.0K | 0.01% | +60 | New |
| TFC Financial Management | 58 | $22.2K | 0.00% | +2+3.6% | Added |
| Bell Investment Advisors, Inc | 55 | $21.1K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 50 | $19.2K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 50 | $19.2K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 50 | $19.2K | 0.01% | 00.0% | Unchanged |
| Financial Freedom, LLC | 50 | $19.2K | 0.01% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 50 | $19.2K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 49 | $18.8K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 45 | $17.2K | 0.00% | +11+32.4% | Added |
| Rothschild Investment LLC | 42 | $16.1K | 0.00% | +12+40.0% | Added |
| Providence Capital Advisors, LLC | 40 | $15.3K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 40 | $15.3K | 0.00% | 00.0% | Unchanged |
| Rogco, LP | 40 | $15.3K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 64 | $15.0K | 0.01% | +16+33.3% | Added |
| PSI Advisors, LLC | 38 | $14.6K | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 35 | $13.7K | 0.01% | +35 | New |
| HighMark Wealth Management LLC | 35 | $13.4K | 0.01% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 35 | $13.4K | 0.01% | +16+84.2% | Added |
| Private Ocean, LLC | 35 | $13.4K | 0.00% | +35 | New |
| West Paces Advisors Inc. | 35 | $13.4K | 0.00% | +35 | New |
| Proffitt & Goodson Inc | 34 | $13.0K | 0.00% | +34 | New |
| GHP Investment Advisors, Inc. | 33 | $12.6K | 0.00% | +33 | New |
| Gould Capital, LLC | 33 | $12.6K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 31 | $12.0K | 0.00% | +31 | New |
| Zions Bancorporation, N.A. | 29 | $11.1K | 0.00% | −12−29.3% | Reduced |
| Capital Analysts, LLC | 28 | $11.0K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 28 | $10.7K | 0.00% | +28 | New |
| Moser Wealth Advisors, LLC | 26 | $9.96K | 0.01% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 25 | $9.58K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 25 | $9.58K | 0.00% | +7+38.9% | Added |
| Aspect Partners, LLC | 25 | $9.58K | 0.01% | +25 | New |
| Voisard Asset Management Group, Inc. | 25 | $9.58K | 0.00% | +25 | New |
| Lynx Investment Advisory | 25 | $9.58K | 0.01% | +25 | New |
| Cornerstone Planning Group LLC | 41 | $9.11K | 0.00% | +12+41.4% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 23 | $9.05K | 0.00% | +1+4.5% | Added |
