| Rothschild Investment LLC | 11,612 | $365.9K | 0.02% | +11,612 | New |
| Advance Capital Management, Inc. | 11,529 | $363.3K | 0.02% | +11,529 | New |
| Perigon Wealth Management, LLC | 11,507 | $362.6K | 0.01% | +11,507 | New |
| Moisand Fitzgerald Tamayo, LLC | 11,350 | $357.6K | 0.04% | +11,336+80,971.4% | Added |
| Powell Investment Advisors, LLC | 11,117 | $350.3K | 0.12% | +11,117 | New |
| Level Four Advisory Services, LLC | 10,845 | $341.7K | 0.01% | +10,845 | New |
| Clear Creek Financial Management, LLC | 10,704 | $337.3K | 0.03% | +10,704 | New |
| Sepio Capital, LP | 10,499 | $330.8K | 0.02% | +10,499 | New |
| Patriot Financial Group Insurance Agency, LLC | 10,484 | $330.4K | 0.04% | −1,028−8.9% | Reduced |
| First United Bank Trust | 10,360 | $326.4K | 0.11% | +10,360 | New |
| Kagan Cocozza Asset Management | 10,330 | $325.5K | 0.25% | −730−6.6% | Reduced |
| Centaurus Financial, Inc. | 10,326 | $325.0K | 0.02% | +10,326 | New |
| Landscape Capital Management, L.L.C. | 10,205 | $321.6K | 0.02% | +10,205 | New |
| Clearstead Advisors, LLC | 10,181 | $320.8K | 0.00% | +8,941+721.0% | Added |
| AlphaStar Capital Management, LLC | 10,084 | $317.7K | 0.03% | +10,084 | New |
| Compagnie Lombard Odier SCmA | 10,060 | $317.0K | 0.00% | +7,560+302.4% | Added |
| Atomi Financial Group, Inc. | 10,038 | $316.3K | 0.01% | +10,038 | New |
| Connective Capital Management, LLC | 10,020 | $315.7K | 0.29% | +10,020 | New |
| LRI Investments, LLC | 10,000 | $315.1K | 0.03% | 00.0% | Unchanged |
| Harvey Capital Management Inc | 10,000 | $315.1K | 0.07% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 9,892 | $312.0K | 0.03% | +9,892 | New |
| Continuum Advisory, LLC | 9,684 | $305.1K | 0.03% | +9,684 | New |
| Buckingham Strategic Partners | 11,176 | $304.2K | 0.00% | +11,176 | New |
| Allworth Financial LP | 9,572 | $301.6K | 0.00% | +6,917+260.5% | Added |
| Aptus Capital Advisors, LLC | 9,551 | $301.0K | 0.00% | +9,551 | New |
| Atlantic Edge Private Wealth Management, LLC | 9,500 | $299.3K | 0.08% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 9,345 | $294.5K | 0.02% | +9,345 | New |
| bLong Financial, LLC | 9,317 | $293.6K | 0.20% | +9,317 | New |
| Insight Advisors, LLC | 9,247 | $291.4K | 0.04% | +9,247 | New |
| Dynamic Technology Lab Private Ltd | 9,175 | $289.0K | 0.05% | +9,175 | New |
| OneAscent Financial Services LLC | 9,160 | $288.6K | 0.02% | +9,160 | New |
| Watts Gwilliam & Co., LLC | 9,056 | $285.4K | 0.05% | +131+1.5% | Added |
| Beese Fulmer Investment Management, Inc. | 9,026 | $284.4K | 0.02% | +9,026 | New |
| Bristlecone Advisors, LLC | 9,000 | $283.6K | 0.02% | +9,000 | New |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 8,705 | $274.3K | 0.02% | +8,705 | New |
| Copia Wealth Management | 8,647 | $272.5K | 0.20% | +3,215+59.2% | Added |
| Blackhawk Capital Partners LLC. | 8,644 | $272.4K | 0.11% | +8,644 | New |
| Regency Capital Management Inc. | 8,630 | $271.9K | 0.13% | +8,630 | New |
| Wells Fargo & Company | 8,625 | $271.8K | 0.00% | +8,561+13,376.6% | Added |
| SG Americas Securities, LLC | 8,587 | $271.0K | 0.00% | +8,587 | New |
| Gateway Wealth Partners, LLC | 8,574 | $270.2K | 0.04% | +8,574 | New |
| JT Stratford LLC | 8,544 | $269.2K | 0.04% | +8,544 | New |
| J2 Capital Management Inc | 8,499 | $267.8K | 0.20% | +8,499 | New |
| IAM Advisory, LLC | 8,490 | $267.5K | 0.06% | +8,490 | New |
| Cornerstone Wealth Management, LLC | 8,449 | $266.2K | 0.01% | +8,449 | New |
| Patten & Patten Inc | 8,395 | $264.5K | 0.02% | +8,395 | New |
| Federation des caisses Desjardins du Quebec | 8,304 | $261.7K | 0.00% | +5,053+155.4% | Added |
| Carret Asset Management, LLC | 8,300 | $261.5K | 0.03% | +8,300 | New |
| Clare Market Investments LLC | 8,220 | $259.0K | 0.05% | −7,685−48.3% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 8,167 | $257.3K | 0.08% | +8,167 | New |
| Keystone Financial Group | 8,156 | $257.0K | 0.02% | +8,156 | New |
| Newbridge Financial Services Group, Inc. | 8,150 | $256.8K | 0.04% | +7,980+4,694.1% | Added |
| Regent Peak Wealth Advisors LLC | 8,141 | $256.5K | 0.05% | +8,141 | New |
| Synergy Financial Management, LLC | 8,012 | $252.5K | 0.01% | +8,012 | New |
| Resolute Partners Group | 8,000 | $252.1K | 0.06% | +8,000 | New |
| AE Wealth Management LLC | 7,966 | $251.0K | 0.00% | +7,966 | New |
| Chesapeake Asset Management LLC | 7,855 | $247.5K | 0.22% | +7,855 | New |
| Strategic Wealth Partners, Ltd. | 7,767 | $244.7K | 0.02% | +7,767 | New |
| Quantum Financial Planning Services, Inc. | 7,750 | $244.2K | 0.10% | +7,750 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 7,750 | $244.2K | 0.00% | +7,750 | New |
| Laffer Tengler Investments | 7,748 | $244.1K | 0.04% | +7,748 | New |
| Griffin Asset Management, Inc. | 7,737 | $243.8K | 0.03% | +7,737 | New |
| Stratos Wealth Partners, LTD. | 7,729 | $243.5K | 0.00% | +7,729 | New |
| Bienville Capital Management, LLC | 7,727 | $243.5K | 0.05% | +7,727 | New |
| Yarger Wealth Strategies, LLC | 7,676 | $241.9K | 0.11% | +7,676 | New |
| Able Wealth Management LLC | 7,561 | $238.2K | 0.09% | +7,561 | New |
| Sound View Wealth Advisors Group, LLC | 7,535 | $237.4K | 0.02% | +7,535 | New |
| GM Advisory Group, Inc. | 7,462 | $235.1K | 0.01% | +7,462 | New |
| PFG Investments, LLC | 7,424 | $233.9K | 0.01% | +7,424 | New |
| Vivid Wealth Management, LLC | 7,420 | $233.8K | 0.09% | +7,420 | New |
| Sequoia Financial Advisors, LLC | 7,309 | $230.3K | 0.00% | +7,309 | New |
| Retirement Financial Solutions, LLC | 7,198 | $226.8K | 0.05% | +7,198 | New |
| Brown Advisory Inc | 7,146 | $225.2K | 0.00% | +7,146 | New |
| Prospect Financial Services LLC | 7,140 | $225.0K | 0.13% | +7,140 | New |
| Bryn Mawr Trust Co | 7,109 | $224.0K | 0.01% | +7,109 | New |
| Mercer Global Advisors Inc | 9,409 | $223.5K | 0.00% | +9,409 | New |
| Bulltick Wealth Management, LLC | 7,068 | $222.7K | 0.05% | +7,068 | New |
| Franchise Capital Ltd | 7,050 | $222.1K | 0.10% | +7,050 | New |
| IHT Wealth Management, LLC | 7,044 | $222.0K | 0.01% | +7,044 | New |
| Sterling Investment Advisors, Ltd. | 6,925 | $218.2K | 0.04% | +6,925 | New |
| Signal Advisors Wealth, LLC | 6,914 | $217.9K | 0.02% | +6,914 | New |
| GK Wealth Management LLC | 6,875 | $216.6K | 0.16% | +6,875 | New |
| Great Valley Advisor Group, Inc. | 6,873 | $216.6K | 0.00% | +6,873 | New |
| Gimbal Financial | 6,873 | $216.6K | 0.13% | +6,873 | New |
| Perissos Private Wealth Management, LLC | 6,850 | $215.8K | 0.16% | +6,850 | New |
| North Star Investment Management Corp. | 6,835 | $215.4K | 0.01% | +5,285+341.0% | Added |
| Terril Brothers, Inc. | 6,695 | $211.0K | 0.06% | +6,695 | New |
| Atlantic Family Wealth, LLC | 6,693 | $210.9K | 0.16% | +6,693 | New |
| Steel Peak Wealth Management LLC | 6,684 | $210.6K | 0.01% | +6,684 | New |
| Pennington Partners & Co., LLC | 6,538 | $206.0K | 0.10% | +6,538 | New |
| Evoke Wealth, LLC | 6,525 | $205.6K | 0.00% | +6,525 | New |
| Procyon Private Wealth Partners, LLC | 6,432 | $202.7K | 0.01% | +6,432 | New |
| City State Bank | 6,070 | $191.3K | 0.06% | +6,070 | New |
| Geneos Wealth Management Inc. | 6,035 | $190.2K | 0.00% | −5,173−46.2% | Reduced |
| Chung Wu Investment Group, LLC | 6,000 | $189.1K | 0.16% | +6,000 | New |
| Larson Financial Group LLC | 5,526 | $174.1K | 0.01% | +4,922+814.9% | Added |
| DT Investment Partners, LLC | 5,002 | $157.6K | 0.01% | +5,002 | New |
| MTM Investment Management, LLC | 4,949 | $155.9K | 0.05% | +4,949 | New |
| Hollencrest Capital Management | 4,741 | $149.4K | 0.01% | +4,741 | New |
| Cornerstone Planning Group LLC | 5,181 | $144.2K | 0.02% | +455+9.6% | Added |
