| Manchester Capital Management LLC | 40 | $8.24K | 0.00% | +2+5.3% | Added |
| Sachetta, LLC | 41 | $8.45K | 0.00% | +18+78.3% | Added |
| Hilton Head Capital Partners, LLC | 42 | $8.65K | 0.00% | −90−68.2% | Reduced |
| Anchor Investment Management, LLC | 42 | $8.65K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 42 | $8.65K | 0.00% | +3+7.7% | Added |
| Covestor Ltd | 43 | $9.00K | 0.01% | −48−52.7% | Reduced |
| Ogorek Anthony Joseph | 46 | $9.00K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 48 | $9.89K | 0.00% | −16−25.0% | Reduced |
| Marshall Investment Management, LLC | 50 | $10.4K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 51 | $10.5K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 52 | $10.7K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 53 | $10.9K | 0.01% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 59 | $12.2K | 0.00% | +11+22.9% | Added |
| Trust Co of Vermont | 60 | $12.4K | 0.00% | +60 | New |
| CoreCap Advisors, LLC | 60 | $12.4K | 0.00% | +44+275.0% | Added |
| Colonial Trust Co | 62 | $12.7K | 0.00% | +4+6.9% | Added |
| Tower Trust & Investment Co | 62 | $12.8K | 0.01% | +62 | New |
| UMA Financial Services, Inc. | 68 | $14.0K | 0.00% | +21+44.7% | Added |
| Northstar Asset Management LLC | 75 | $14.7K | 0.00% | +75 | New |
| NBT Bank N A | 73 | $15.0K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 78 | $15.1K | 0.00% | −10−11.4% | Reduced |
| Stone House Investment Management, LLC | 74 | $15.2K | 0.00% | +74 | New |
| Valued Wealth Advisors LLC | 75 | $15.4K | 0.01% | +2+2.7% | Added |
| Action Point Financial Planning, LLC | 78 | $15.4K | 0.00% | +78 | New |
| Indiana Trust & Investment Management CO | 75 | $15.5K | 0.00% | −115−60.5% | Reduced |
| Centennial Bank | 75 | $15.5K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 77 | $15.9K | 0.01% | +56+266.7% | Added |
| IMG Wealth Management, Inc. | 78 | $16.1K | 0.01% | +7+9.9% | Added |
| Signature Resources Capital Management, LLC | 80 | $16.5K | 0.01% | 00.0% | Unchanged |
| MidFirst Bank | 80 | $16.5K | 0.00% | 00.0% | Unchanged |
| Limestone Investment Advisors LP | 80 | $16.5K | 0.01% | +80 | New |
| ESL Trust Services, LLC | 81 | $16.7K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 84 | $17.3K | 0.00% | 00.0% | Unchanged |
| Montgomery Financial Services LLC | 86 | $17.8K | 0.02% | +86 | New |
| Pinnacle Bancorp, Inc. | 88 | $18.1K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 88 | $18.1K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 89 | $18.3K | 0.00% | +89 | New |
| Hughes Financial Services, LLC | 91 | $18.7K | 0.00% | +10+12.3% | Added |
| Community Financial Services Group, LLC | 95 | $19.2K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 97 | $20.0K | 0.01% | 00.0% | Unchanged |
| Essential Partners LLC | 97 | $20.0K | 0.01% | +72+288.0% | Added |
| Owl Creek Wealth Partners LLC | 99 | $20.4K | 0.01% | +45+83.3% | Added |
| Tradewinds Capital Management, LLC | 100 | $20.6K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 107 | $22.0K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 108 | $22.2K | 0.00% | +8+8.0% | Added |
| JFS Wealth Advisors, LLC | 111 | $22.9K | 0.00% | +4+3.7% | Added |
| Golden State Equity Partners | 116 | $23.9K | 0.06% | −3,520−96.8% | Reduced |
| Fortitude Family Office, LLC | 116 | $23.9K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 125 | $25.8K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 133 | $27.4K | 0.00% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 134 | $27.6K | 0.00% | +134 | New |
| Regatta Research & Money Management | 135 | $27.7K | 0.03% | +135 | New |
| SJS Investment Consulting Inc. | 135 | $27.8K | 0.00% | +53+64.6% | Added |
| Smithfield Trust Co | 135 | $28.0K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 136 | $28.0K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 136 | $28.0K | 0.00% | +132+3,300.0% | Added |
| Westside Investment Management, Inc. | 138 | $28.4K | 0.00% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 139 | $28.6K | 0.00% | +139 | New |
| Union Savings Bank | 150 | $30.9K | 0.01% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 150 | $30.9K | 0.01% | +60+66.7% | Added |
| Allianz SE | 150 | $30.9K | 0.00% | +150 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 155 | $32.0K | 0.01% | −200−56.3% | Reduced |
| WPG Advisers, LLC | 156 | $32.1K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 163 | $33.5K | 0.00% | +20+14.0% | Added |
| Transamerica Financial Advisors, Inc. | 165 | $34.2K | 0.00% | +93+129.2% | Added |
| Duncker Streett & Co Inc | 167 | $34.4K | 0.01% | −19−10.2% | Reduced |
| MV Capital Management, Inc. | 175 | $36.1K | 0.00% | +1+0.6% | Added |
| HHM Wealth Advisors, LLC | 181 | $37.3K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 184 | $37.9K | 0.00% | −20−9.8% | Reduced |
| Keating Financial Advisory Services, Inc. | 189 | $38.9K | 0.01% | +97+105.4% | Added |
| Rossby Financial, LCC | 194 | $40.0K | 0.01% | +81+71.7% | Added |
| Kimelman & Baird, LLC | 200 | $41.2K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 200 | $41.2K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 204 | $42.0K | 0.01% | +204 | New |
| Raiffeisen Bank International AG | 205 | $42.2K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 205 | $42.2K | 0.01% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 218 | $44.9K | 0.00% | +205+1,576.9% | Added |
| Coastline Trust Co | 220 | $45.3K | 0.00% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 222 | $45.7K | 0.01% | +70+46.1% | Added |
| True Wealth Design, LLC | 225 | $46.4K | 0.01% | +75+50.0% | Added |
| Triumph Capital Management | 252 | $51.9K | 0.01% | −14−5.3% | Reduced |
| Plante Moran Financial Advisors, LLC | 254 | $52.3K | 0.00% | +1+0.4% | Added |
| Main Street Group, LTD | 258 | $53.2K | 0.01% | −67−20.6% | Reduced |
| Westpac Banking Corp | 263 | $54.2K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 269 | $55.4K | 0.00% | −2−0.7% | Reduced |
| First Community Trust NA | 273 | $56.2K | 0.03% | 00.0% | Unchanged |
| MCF Advisors LLC | 279 | $57.5K | 0.00% | −115−29.2% | Reduced |
| Citizens National Bank Trust Department | 281 | $57.9K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 297 | $61.2K | 0.00% | 00.0% | Unchanged |
| Dorato Capital Management | 300 | $61.3K | 0.04% | 00.0% | Unchanged |
| Tompkins Financial Corp | 299 | $61.6K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 300 | $62.0K | 0.02% | −83−21.7% | Reduced |
| Lloyd Advisory Services, LLC. | 311 | $64.1K | 0.02% | +311 | New |
| Onefund, LLC | 314 | $64.7K | 0.04% | −6−1.9% | Reduced |
| Armstrong Advisory Group, Inc | 314 | $64.7K | 0.00% | −28−8.2% | Reduced |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 329 | $67.8K | 0.21% | −614−65.1% | Reduced |
| Hartford Financial Management Inc. | 333 | $68.6K | 0.02% | −65−16.3% | Reduced |
| SHP Wealth Management | 335 | $68.9K | 0.00% | +14+4.4% | Added |
| Bogart Wealth, LLC | 336 | $69.3K | 0.00% | +15+4.7% | Added |
| Syntax Research, Inc. | 337 | $69.4K | 0.05% | 00.0% | Unchanged |