| Oakworth Capital, Inc. | 544 | $156.0K | 0.02% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 523 | $150.0K | 0.02% | +15+3.0% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 510 | $146.0K | 0.00% | −6−1.2% | Reduced |
| Zions Bancorporation, N.A. | 494 | $142.0K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 464 | $142.0K | 0.04% | 00.0% | Unchanged |
| Insight Financial Services | 491 | $141.0K | 0.26% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 456 | $131.0K | 0.01% | +28+6.5% | Added |
| Clearstead Advisors, LLC | 423 | $122.0K | 0.01% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 416 | $120.0K | 0.46% | +100+31.6% | Added |
| FourThought Financial, LLC | 411 | $118.0K | 0.02% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 400 | $114.0K | 0.08% | +400 | New |
| Jackson, Grant Investment Advisers, Inc. | 380 | $109.0K | 0.06% | +1+0.3% | Added |
| 1832 Asset Management L.P. | 375 | $108.0K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 372 | $107.0K | 0.05% | +2+0.5% | Added |
| CoreFirst Bank & Trust | 370 | $106.0K | 0.09% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 360 | $103.0K | 0.02% | +2+0.6% | Added |
| Trust Co | 337 | $97.0K | 0.02% | +250+287.4% | Added |
| Wipfli Financial Advisors LLC, | 334 | $96.0K | 0.01% | +334 | New |
| Stephens Consulting, LLC | 322 | $92.5K | 0.08% | +1+0.3% | Added |
| Private Ocean, LLC | 320 | $92.0K | 0.01% | +320 | New |
| Tradition Wealth Management, LLC | 316 | $91.0K | 0.01% | +1+0.3% | Added |
| Column Capital Advisors, LLC | 310 | $89.0K | 0.02% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 302 | $87.0K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 300 | $86.0K | 0.02% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 300 | $86.0K | 0.02% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 300 | $86.0K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 300 | $86.0K | 0.06% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 297 | $85.0K | 0.02% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 250 | $83.7K | 0.02% | −1,135−81.9% | Reduced |
| Ameritas Investment Partners, Inc. | 279 | $80.0K | 0.00% | +1+0.4% | Added |
| Edmond de Rothschild Holding S.A. | 279 | $80.0K | 0.00% | +19+7.3% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 270 | $78.0K | 0.06% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 234 | $76.6K | 0.02% | +234 | New |
| City Holding Co | 265 | $76.0K | 0.02% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 260 | $74.7K | 0.06% | +260 | New |
| Karlinski Andrew C | 253 | $73.0K | 0.11% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 250 | $72.0K | 0.03% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 250 | $71.8K | 0.02% | 00.0% | Unchanged |
| Arcadia Investment Advisors LLC | 245 | $70.3K | 0.05% | +1+0.4% | Added |
| Accel Wealth Management | 222 | $67.0K | 0.04% | 00.0% | Unchanged |
| Abound Wealth Management | 231 | $66.3K | 0.04% | +231 | New |
| Plante Moran Financial Advisors, LLC | 222 | $64.0K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 210 | $60.0K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 211 | $60.0K | 0.02% | 00.0% | Unchanged |
| Sageworth Trust Co | 204 | $59.0K | 0.01% | −150−42.4% | Reduced |
| Northwest Investment Counselors, LLC | 200 | $57.0K | 0.02% | 00.0% | Unchanged |
| Axim Planning & Wealth | 200 | $57.0K | 0.06% | 00.0% | Unchanged |
| Capital Analysts, LLC | 197 | $57.0K | 0.00% | +9+4.8% | Added |
| Creative Financial Designs Inc | 197 | $57.0K | 0.01% | +51+34.9% | Added |
| EdgeRock Capital LLC | 200 | $57.0K | 0.03% | +200 | New |
| RWM Asset Management, LLC | 179 | $51.0K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 177 | $51.0K | 0.00% | +127+254.0% | Added |
| Capital Directions Investment Advisors, LLC | 0 | $49.0K | 0.02% | −171−100.0% | Reduced |
| Key Financial Inc | 163 | $47.0K | 0.02% | 00.0% | Unchanged |
| Truvestments Capital LLC | 160 | $46.0K | 0.03% | +1+0.6% | Added |
| Raffa Wealth Management, LLC | 153 | $44.1K | 0.02% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 149 | $43.0K | 0.01% | −15−9.1% | Reduced |
| Toth Financial Advisory Corp | 150 | $43.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 145 | $42.0K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 142 | $41.0K | 0.03% | −70−33.0% | Reduced |
| Disciplined Investments, LLC | 141 | $40.0K | 0.02% | −200−58.7% | Reduced |
| Baldrige Asset Management LLC | 135 | $39.0K | 0.02% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 134 | $38.0K | 0.02% | 00.0% | Unchanged |
| Gradient Investments LLC | 124 | $36.0K | 0.00% | +108+675.0% | Added |
| Cordant, Inc. | 125 | $36.0K | 0.03% | +125 | New |
| Atlas Capital Advisors LLC | 125 | $35.9K | 0.01% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 117 | $34.0K | 0.01% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 112 | $32.1K | 0.02% | +1+0.9% | Added |
| Brown, Lisle/Cummings, Inc. | 108 | $31.0K | 0.02% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 102 | $29.0K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 100 | $29.0K | 0.00% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 103 | $29.0K | 0.00% | +103 | New |
| Financial Synergies Wealth Advisors, Inc. | 100 | $28.7K | 0.00% | −215−68.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 99 | $28.0K | 0.00% | +14+16.5% | Added |
| Laurel Wealth Advisors LLC | 91 | $26.0K | 0.01% | 00.0% | Unchanged |
| McMillion Capital Management Inc | 82 | $24.0K | 0.02% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 85 | $24.0K | 0.01% | +60+240.0% | Added |
| Atticus Wealth Management, LLC | 70 | $22.0K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 73 | $21.0K | 0.01% | 00.0% | Unchanged |
| First National Bank of South Miami | 71 | $20.0K | 0.02% | 00.0% | Unchanged |
| Pflug Koory, LLC | 66 | $19.0K | 0.01% | 00.0% | Unchanged |
| Costello Asset Management, INC | 60 | $17.0K | 0.02% | −25−29.4% | Reduced |
| Retirement Group, LLC | 61 | $17.0K | 0.01% | −5−7.6% | Reduced |
| Castle Wealth Management LLC | 60 | $17.0K | 0.01% | +1+1.7% | Added |
| First Personal Financial Services | 60 | $17.0K | 0.00% | +21+53.8% | Added |
| Money Concepts Capital Corp | 58 | $17.0K | 0.00% | +37+176.2% | Added |
| Horrell Capital Management, Inc. | 56 | $16.0K | 0.01% | −5−8.2% | Reduced |
| Kistler-Tiffany Companies, LLC | 57 | $16.0K | 0.00% | +1+1.8% | Added |
| Sargent Bickham Lagudis LLC | 56 | $16.0K | 0.00% | +3+5.7% | Added |
| Paragon Wealth Strategies, LLC | 54 | $15.0K | 0.01% | +54 | New |
| Quadrant Capital Group LLC | 47 | $14.0K | 0.00% | −2,150−97.9% | Reduced |
| Deane Retirement Strategies, Inc. | 50 | $14.0K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 50 | $14.0K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 50 | $14.0K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 49 | $14.0K | 0.01% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 42 | $12.0K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 40 | $11.4K | 0.01% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 40 | $11.0K | 0.01% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 36 | $10.0K | 0.01% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 33 | $9.48K | 0.00% | +33 | New |