| Pin Oak Investment Advisors Inc | 615 | $23.0K | 0.03% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 613 | $22.8K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 613 | $22.8K | 0.01% | +613 | New |
| PSI Advisors, LLC | 602 | $22.4K | 0.01% | −538−47.2% | Reduced |
| Crewe Advisors LLC | 590 | $21.9K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 563 | $20.9K | 0.00% | −127−18.4% | Reduced |
| New England Capital Financial Advisors LLC | 562 | $20.9K | 0.01% | 00.0% | Unchanged |
| First Personal Financial Services | 557 | $20.7K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 540 | $20.1K | 0.01% | −1,097−67.0% | Reduced |
| Citizens National Bank Trust Department | 536 | $19.9K | 0.01% | −900−62.7% | Reduced |
| Rise Advisors, LLC | 520 | $19.3K | 0.01% | −134−20.5% | Reduced |
| Riggs Asset Managment Co. Inc. | 500 | $18.6K | 0.01% | +90+22.0% | Added |
| Venturi Wealth Management, LLC | 499 | $18.5K | 0.00% | −131−20.8% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 499 | $18.5K | 0.01% | +499 | New |
| Clearview Wealth Advisors LLC | 493 | $18.3K | 0.02% | +4+0.8% | Added |
| Focused Wealth Management, Inc | 467 | $17.3K | 0.00% | −194−29.3% | Reduced |
| Asset Dedication, LLC | 461 | $17.0K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 452 | $16.8K | 0.00% | −81−15.2% | Reduced |
| AlphaMark Advisors, LLC | 441 | $16.0K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 428 | $15.9K | 0.00% | +428 | New |
| Manchester Capital Management LLC | 421 | $15.6K | 0.00% | −18,867−97.8% | Reduced |
| Glen Eagle Advisors, LLC | 406 | $15.1K | 0.00% | +1+0.2% | Added |
| TSFG, LLC | 415 | $15.0K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 394 | $14.6K | 0.00% | −57−12.6% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 393 | $14.6K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 393 | $14.6K | 0.01% | +393 | New |
| Eukles Asset Management | 383 | $14.2K | 0.01% | 00.0% | Unchanged |
| First Command Bank | 381 | $14.2K | 0.00% | +75+24.5% | Added |
| First Command Financial Services, Inc. | 381 | $14.2K | 0.00% | +75+24.5% | Added |
| Institutional & Family Asset Management, LLC | 380 | $14.1K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 397 | $14.0K | 0.01% | +6+1.5% | Added |
| Capital Advisors, Ltd. LLC | 379 | $14.0K | 0.00% | 00.0% | Unchanged |
| Chelsea Counsel Co | 363 | $13.5K | 0.01% | −32,100−98.9% | Reduced |
| Prestige Wealth Management Group LLC | 357 | $13.3K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 352 | $13.1K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 356 | $13.0K | 0.01% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 339 | $12.6K | 0.00% | +339 | New |
| LFA - Lugano Financial Advisors SA | 255 | $12.5K | 0.01% | +255 | New |
| Global Wealth Strategies & Associates | 327 | $12.1K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 312 | $11.5K | 0.00% | +312 | New |
| SOA Wealth Advisors, LLC. | 307 | $11.4K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 300 | $11.1K | 0.01% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 295 | $11.0K | 0.01% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 307 | $11.0K | 0.01% | +307 | New |
| McMillion Capital Management Inc | 278 | $10.3K | 0.01% | +278 | New |
| Hollencrest Capital Management | 270 | $10.0K | 0.00% | −636−70.2% | Reduced |
| Coastal Capital Group, Inc. | 267 | $9.92K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 265 | $9.85K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 263 | $9.79K | 0.01% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 255 | $9.47K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 250 | $9.29K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 243 | $9.03K | 0.00% | −170−41.2% | Reduced |
| Financial Connections Group, Inc. | 264 | $9.00K | 0.01% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 242 | $8.99K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 224 | $8.32K | 0.00% | +224 | New |
| RE Dickinson Investment Advisors, LLC | 206 | $8.00K | 0.00% | −307−59.8% | Reduced |
| Northwest Capital Management Inc | 201 | $7.47K | 0.00% | +201 | New |
| WealthPlan Investment Management, LLC | 200 | $7.43K | 0.00% | −913−82.0% | Reduced |
| Archer Investment Corp | 200 | $7.43K | 0.00% | +200 | New |
| Trust Co | 197 | $7.32K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 189 | $7.02K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 177 | $6.58K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 169 | $6.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 151 | $6.00K | 0.00% | +98+184.9% | Added |
| Tilia Fiduciary Partners, Inc. | 160 | $5.94K | 0.01% | −20−11.1% | Reduced |
| IMA Wealth, Inc. | 142 | $5.28K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 140 | $5.20K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 138 | $5.13K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 140 | $5.00K | 0.00% | +12+9.4% | Added |
| Winch Advisory Services, LLC | 142 | $5.00K | 0.00% | +3+2.2% | Added |
| Mascoma Wealth Management LLC | 132 | $4.75K | 0.00% | −714−84.4% | Reduced |
| True Wealth Design, LLC | 124 | $4.62K | 0.00% | 00.0% | Unchanged |
| Horizons Wealth Management | 116 | $4.32K | 0.00% | +116 | New |
| Blue Bell Private Wealth Management, LLC | 111 | $4.12K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 111 | $4.11K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 108 | $4.01K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 110 | $4.00K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 100 | $3.72K | 0.00% | 00.0% | Unchanged |
| Piershale Financial Group, Inc. | 100 | $3.71K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 98 | $3.64K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 100 | $3.62K | 0.00% | −596−85.6% | Reduced |
| Thompson Investment Management, Inc. | 89 | $3.31K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 76 | $2.84K | 0.00% | +1+1.3% | Added |
| Stone House Investment Management, LLC | 69 | $2.58K | 0.00% | +1+1.5% | Added |
| NewSquare Capital LLC | 66 | $2.45K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 60 | $2.23K | 0.01% | +60 | New |
| Financial Avengers, Inc. | 55 | $2.04K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 49 | $1.82K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 32 | $1.19K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 32 | $1.00K | 0.00% | +32 | New |
| Cornerstone Planning Group LLC | 26 | $984 | 0.00% | +26 | New |
| New Millennium Group LLC | 12 | $438 | 0.00% | −1,314−99.1% | Reduced |
| SJS Investment Consulting Inc. | 11 | $409 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 37 | $60 | 0.00% | −1−2.6% | Reduced |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Quilter Plc | 400 | – | – | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 0 | $0 | 0.00% | −3,417−100.0% | Sold out |
| First Republic Investment Management, Inc. | 0 | $0 | 0.00% | −1,852,804−100.0% | Sold out |
| Davidson Kempner Capital Management LP | 0 | $0 | 0.00% | −300,000−100.0% | Sold out |
| ClariVest Asset Management LLC | 0 | $0 | 0.00% | −113,820−100.0% | Sold out |
