| Endowment Wealth Management, Inc. | 2,818 | $229.9K | 0.15% | +2,818 | New |
| CLG LLC | 2,817 | $229.8K | 0.08% | +2,817 | New |
| Wealth Effects LLC | 2,815 | $229.6K | 0.08% | +2,815 | New |
| Southern Style Financial, Inc. | 2,792 | $227.7K | 0.18% | +2,792 | New |
| New Republic Capital, LLC | 2,770 | $226.0K | 0.15% | +2,770 | New |
| Juncture Wealth Strategies, LLC | 2,769 | $225.9K | 0.08% | +2,769 | New |
| Visionary Wealth Advisors | 2,744 | $223.9K | 0.01% | +2,744 | New |
| Smith Anglin Financial, LLC | 2,708 | $220.9K | 0.02% | +2,708 | New |
| Cobblestone Asset Management LLC | 2,704 | $220.6K | 0.14% | +2,704 | New |
| Old Mission Investment Co LLC | 2,654 | $216.5K | 0.06% | +2,654 | New |
| Financial Perspectives, Inc | 2,652 | $216.3K | 0.07% | +165+6.6% | Added |
| Leo Wealth, LLC | 2,636 | $215.1K | 0.02% | +2,636 | New |
| Grimes & Company, Inc. | 2,624 | $214.0K | 0.01% | +2,624 | New |
| Buckley Wealth Management, LLC | 2,610 | $212.9K | 0.07% | +2,610 | New |
| IFG Advisors, LLC | 2,561 | $208.9K | 0.04% | +2,561 | New |
| Prime Capital Investment Advisors, LLC | 2,548 | $207.9K | 0.00% | +2,548 | New |
| Drive Wealth Management, LLC | 2,532 | $206.6K | 0.05% | +2,532 | New |
| Able Wealth Management LLC | 2,500 | $203.9K | 0.13% | −7,634−75.3% | Reduced |
| Calamos Wealth Management LLC | 2,500 | $203.9K | 0.01% | +2,500 | New |
| Alan B. Lancz & Associates, Inc. | 2,500 | $203.9K | 0.21% | +2,500 | New |
| Vista Finance, LLC | 2,485 | $202.7K | 0.21% | +2,485 | New |
| Broadway Wealth Solutions, Inc. | 2,458 | $200.5K | 0.15% | +2,458 | New |
| MCF Advisors LLC | 2,450 | $199.9K | 0.01% | +77+3.2% | Added |
| Brown, Lisle/Cummings, Inc. | 2,435 | $198.6K | 0.06% | −25−1.0% | Reduced |
| Advisor Group Holdings, Inc. | 2,423 | $197.7K | 0.00% | −1,275−34.5% | Reduced |
| Geneos Wealth Management Inc. | 2,287 | $186.6K | 0.01% | +2,287 | New |
| Rosenberg Matthew Hamilton | 2,219 | $181.0K | 0.05% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,209 | $180.2K | 0.00% | +109+5.2% | Added |
| Beacon Capital Management, LLC | 2,069 | $168.8K | 0.02% | +675+48.4% | Added |
| Centerpoint Advisors, LLC | 2,026 | $165.0K | 0.06% | +610+43.1% | Added |
| Richard W. Paul & Associates, LLC | 1,909 | $155.7K | 0.06% | +780+69.1% | Added |
| Sugar Maple Asset Management, LLC | 1,905 | $155.4K | 0.12% | +1,905 | New |
| Plante Moran Financial Advisors, LLC | 1,853 | $151.2K | 0.01% | +626+51.0% | Added |
| Whittier Trust Co of Nevada Inc | 1,780 | $145.2K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 1,750 | $142.8K | 0.02% | +1,750 | New |
| Pathway Financial Advisers, LLC | 1,622 | $132.3K | 0.04% | +1,000+160.8% | Added |
| Asset Dedication, LLC | 1,594 | $130.0K | 0.01% | +393+32.7% | Added |
| Park Square Financial Group, LLC | 1,453 | $118.5K | 0.08% | +1,453 | New |
| Strategic Investment Solutions, Inc. | 1,422 | $116.0K | 0.04% | +91+6.8% | Added |
| Tortoise Investment Management, LLC | 1,389 | $113.3K | 0.01% | +6+0.4% | Added |
| Umb Bank N A | 1,275 | $104.0K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 1,160 | $102.6K | 0.03% | +360+45.0% | Added |
| Quest 10 Wealth Builders, Inc. | 1,242 | $101.3K | 0.10% | +1,242 | New |
| Cape Investment Advisory, Inc. | 1,150 | $93.8K | 0.04% | +1,150 | New |
| North Ridge Wealth Advisors, Inc. | 1,129 | $92.1K | 0.06% | +1,129 | New |
| Citizens National Bank Trust Department | 1,100 | $89.7K | 0.02% | +1,100 | New |
| Signaturefd, LLC | 1,083 | $88.4K | 0.00% | +1,043+2,607.5% | Added |
| Investment Counsel Co of Nevada | 1,037 | $84.6K | 0.21% | +1,037 | New |
| Teachers Insurance & Annuity Association of America | 935 | $76.3K | 0.10% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 880 | $72.0K | 0.00% | 00.0% | Unchanged |
| Synergy Financial Management, LLC | 1,253 | $69.6K | 0.01% | +1,253 | New |
| Huntington National Bank | – | $69.4K | 0.00% | – | New |
| Live Oak Investment Partners | – | $68.0K | 0.05% | – | – |
| Atlantic Private Wealth, LLC | 823 | $67.1K | 0.05% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 779 | $63.6K | 0.01% | +779 | New |
| Northwestern Mutual Wealth Management Co | 773 | $63.1K | 0.00% | −70−8.3% | Reduced |
| Hurley Capital, LLC | 670 | $57.6K | 0.05% | +670 | New |
| Perkins Coie Trust Co | 680 | $55.5K | 0.01% | +680 | New |
| AllSquare Wealth Management LLC | 665 | $54.3K | 0.03% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 663 | $54.1K | 0.00% | +63+10.5% | Added |
| Aspect Partners, LLC | 660 | $53.9K | 0.03% | +660 | New |
| JPMorgan Chase & Co | 658 | $53.7K | 0.00% | +445+208.9% | Added |
| Royal Bank of Canada | 651 | $53.0K | 0.00% | +541+491.8% | Added |
| Sound Income Strategies, LLC | 638 | $52.0K | 0.00% | +374+141.7% | Added |
| Clarity Asset Management, Inc. | 624 | $50.9K | 0.03% | +624 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 615 | $50.2K | 0.00% | +237+62.7% | Added |
| Trust Co of Vermont | 600 | $48.9K | 0.00% | +191+46.7% | Added |
| WR Wealth Planners, LLC | 593 | $48.4K | 0.02% | 00.0% | Unchanged |
| Curio Wealth, LLC | 579 | $47.2K | 0.03% | +579 | New |
| Hexagon Capital Partners LLC | 570 | $46.5K | 0.01% | 00.0% | Unchanged |
| Cordant, Inc. | 559 | $45.6K | 0.02% | 00.0% | Unchanged |
| Morgan Dempsey Capital Management LLC | 552 | $45.0K | 0.02% | +552 | New |
| Financial Gravity Companies, Inc. | 512 | $41.8K | 0.01% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 475 | $39.0K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 450 | $36.7K | 0.01% | +450 | New |
| Bogart Wealth, LLC | 395 | $32.2K | 0.00% | +395 | New |
| Principia Wealth Advisory, LLC | 383 | $31.2K | 0.03% | +383 | New |
| Capital Analysts, LLC | 352 | $29.0K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 354 | $28.9K | 0.05% | +354 | New |
| Stephens Consulting, LLC | 323 | $26.4K | 0.01% | +123+61.5% | Added |
| Pension & Wealth Management Advisors, Inc. | 316 | $25.8K | 0.01% | +44+16.2% | Added |
| Activest Wealth Management | 305 | $24.9K | 0.01% | +305 | New |
| Federation des caisses Desjardins du Quebec | 300 | $24.5K | 0.00% | +50+20.0% | Added |
| Colonial Trust Advisors | 300 | $24.5K | 0.00% | +300 | New |
| Headlands Technologies LLC | 294 | $24.0K | 0.00% | −2,364−88.9% | Reduced |
| SRS Capital Advisors, Inc. | 292 | $23.8K | 0.00% | +100+52.1% | Added |
| Halbert Hargrove Global Advisors, LLC | 282 | $23.0K | 0.00% | +282 | New |
| UMA Financial Services, Inc. | 275 | $22.4K | 0.00% | +275 | New |
| Group One Trading, L.P. | 272 | $22.2K | 0.00% | +272 | New |
| Parkside Financial Bank & Trust | 260 | $21.2K | 0.00% | +260 | New |
| Finley Financial, LLC | 235 | $20.4K | 0.01% | +235 | New |
| SJS Investment Consulting Inc. | 210 | $17.1K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 200 | $16.3K | 0.00% | +200 | New |
| Clark Wealth Partners | 190 | $15.5K | 0.01% | +190 | New |
| Campbell Capital Management Inc | 175 | $14.3K | 0.01% | +175 | New |
| Atlantic Trust, LLC | 170 | $13.9K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 161 | $13.1K | 0.01% | −47−22.6% | Reduced |
| FSC Wealth Advisors, LLC | 161 | $13.1K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 160 | $13.1K | 0.01% | 00.0% | Unchanged |
| Richards, Merrill & Peterson, Inc. | 158 | $12.9K | 0.01% | +158 | New |
