| Reilly Financial Advisors, LLC | 957 | $108.0K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 915 | $103.0K | 0.03% | −4−0.4% | Reduced |
| Atwood & Palmer Inc | 912 | $103.0K | 0.01% | 00.0% | Unchanged |
| Portland Hill Asset Management Ltd | 898 | $101.0K | 0.07% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 852 | $96.0K | 0.01% | 00.0% | Unchanged |
| Old North State Trust, LLC | 840 | $95.0K | 0.08% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 827 | $94.0K | 0.05% | +827 | New |
| Sutton Wealth Advisors Inc. | 826 | $93.5K | 0.03% | +4+0.5% | Added |
| Eagle Bay Advisors LLC | 831 | $93.0K | 0.05% | −159−16.1% | Reduced |
| Pinebridge Investments, L.P. | 800 | $91.0K | 0.00% | −18−2.2% | Reduced |
| Hexagon Capital Partners LLC | 767 | $87.0K | 0.03% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 735 | $83.0K | 0.05% | −50−6.4% | Reduced |
| Heritage Wealth Advisors | 732 | $82.9K | 0.01% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 708 | $80.0K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 700 | $79.0K | 0.02% | +84+13.6% | Added |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 700 | $79.0K | 0.07% | +700 | New |
| Graves-Light Private Wealth Management, Inc. | 673 | $76.0K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 667 | $75.5K | 0.02% | −23−3.3% | Reduced |
| Lindbrook Capital, LLC | 660 | $75.0K | 0.02% | −2−0.3% | Reduced |
| Pinnacle Financial Partners Inc | 655 | $74.0K | 0.00% | +220+50.6% | Added |
| Dark Forest Capital Management LP | 650 | $74.0K | 0.03% | +650 | New |
| Boit C F David | 650 | $73.0K | 0.05% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 648 | $73.0K | 0.00% | +230+55.0% | Added |
| Pinnacle Bancorp, Inc. | 633 | $72.0K | 0.03% | −215−25.4% | Reduced |
| HC Financial Advisors Inc | 636 | $72.0K | 0.04% | 00.0% | Unchanged |
| First National Bank of South Miami | 636 | $72.0K | 0.05% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 624 | $71.0K | 0.02% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 622 | $70.0K | 0.01% | −31−4.7% | Reduced |
| Tradition Wealth Management, LLC | 615 | $70.0K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 612 | $69.0K | 0.01% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 606 | $69.0K | 0.03% | +606 | New |
| Sugarloaf Wealth Management, LLC | 600 | $68.0K | 0.02% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 600 | $68.0K | 0.05% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 573 | $65.0K | 0.00% | −36−5.9% | Reduced |
| Newfound Research LLC | 564 | $64.0K | 0.10% | −372−39.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 561 | $64.0K | 0.00% | +561 | New |
| Prestige Wealth Management Group LLC | 549 | $63.0K | 0.02% | −100−15.4% | Reduced |
| Laurel Wealth Advisors LLC | 555 | $63.0K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 548 | $62.0K | 0.03% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 550 | $62.0K | 0.00% | −1,388−71.6% | Reduced |
| Tarbox Family Office, Inc. | 534 | $60.0K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 510 | $58.0K | 0.00% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 512 | $58.0K | 0.08% | 00.0% | Unchanged |
| CVA Family Office, LLC | 705 | $56.0K | 0.04% | −1,364−65.9% | Reduced |
| Fieldpoint Private Securities, LLC | 499 | $56.0K | 0.01% | +47+10.4% | Added |
| SRS Capital Advisors, Inc. | 475 | $54.0K | 0.01% | −58−10.9% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 480 | $54.0K | 0.03% | 00.0% | Unchanged |
| Field & Main Bank | 475 | $54.0K | 0.04% | +100+26.7% | Added |
| Gerber Kawasaki Wealth & Investment Management | 483 | $54.0K | 0.01% | +483 | New |
| Kowal Investment Group, LLC | 465 | $53.0K | 0.02% | +465 | New |
| Carolinas Wealth Consulting LLC | 461 | $52.0K | 0.01% | −263−36.3% | Reduced |
| JNBA Financial Advisors | 450 | $51.0K | 0.01% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 440 | $50.0K | 0.01% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 416 | $50.0K | 0.04% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 398 | $45.0K | 0.01% | 00.0% | Unchanged |
| Central Bank & Trust Co | 392 | $44.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 393 | $44.0K | 0.00% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 372 | $42.0K | 0.03% | −189−33.7% | Reduced |
| Bell Investment Advisors, Inc | 345 | $39.0K | 0.01% | +345 | New |
| Canton Hathaway, LLC | 315 | $36.0K | 0.01% | +315 | New |
| Meridian Wealth Partners, LLC | 316 | $36.0K | 0.01% | +316 | New |
| Valley National Advisers Inc | 310 | $35.0K | 0.01% | −26−7.7% | Reduced |
| Lenox Wealth Advisors, LLC | 309 | $35.0K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 300 | $34.0K | 0.01% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 300 | $34.0K | 0.01% | 00.0% | Unchanged |
| West Oak Capital, LLC | 300 | $34.0K | 0.01% | +300 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 288 | $32.6K | 0.04% | 00.0% | Unchanged |
| Concord Wealth Partners | 278 | $31.0K | 0.01% | −166−37.4% | Reduced |
| Raffa Wealth Management, LLC | 268 | $30.3K | 0.01% | 00.0% | Unchanged |
| Lee Financial Co | 264 | $30.0K | 0.01% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 245 | $29.0K | 0.01% | +192+362.3% | Added |
| Front Row Advisors LLC | 240 | $27.0K | 0.01% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 242 | $27.0K | 0.02% | 00.0% | Unchanged |
| Avondale Wealth Management | 240 | $27.0K | 0.03% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 233 | $26.0K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 224 | $25.0K | 0.01% | −228−50.4% | Reduced |
| Evoke Wealth, LLC | 213 | $24.0K | 0.00% | −24−10.1% | Reduced |
| Newbridge Financial Services Group, Inc. | 202 | $23.0K | 0.01% | −60−22.9% | Reduced |
| Atlas Private Wealth Advisors | 186 | $21.0K | 0.01% | 00.0% | Unchanged |
| Cordasco Financial Network | 180 | $20.0K | 0.01% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 180 | $20.0K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 173 | $20.0K | 0.00% | +13+8.1% | Added |
| Jacobi Capital Management LLC | 165 | $19.0K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 161 | $18.0K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 158 | $18.0K | 0.01% | +5+3.3% | Added |
| BerganKDV Wealth Management, LLC | 159 | $18.0K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 147 | $17.0K | 0.01% | −74−33.5% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 150 | $17.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 146 | $17.0K | 0.00% | +54+58.7% | Added |
| Focused Wealth Management, Inc | 144 | $16.0K | 0.00% | 00.0% | Unchanged |
| Norway Savings Bank | 140 | $16.0K | 0.01% | +20+16.7% | Added |
| Freedman Financial Associates, Inc. | 135 | $15.0K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 133 | $15.0K | 0.00% | +33+33.0% | Added |
| Winch Advisory Services, LLC | 120 | $14.0K | 0.00% | 00.0% | Unchanged |
| Rock Creek Group, LP | 105 | $12.0K | 0.00% | +105 | New |
| Anfield Capital Management, LLC | 105 | $12.0K | 0.00% | +105 | New |
| West Paces Advisors Inc. | 102 | $11.5K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 93 | $11.0K | 0.00% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 100 | $11.0K | 0.00% | +100 | New |
| Motco | 87 | $10.0K | 0.00% | 00.0% | Unchanged |