| TD Private Client Wealth LLC | 157 | $34.6K | 0.00% | +5+3.3% | Added |
| Atlantic Trust, LLC | 156 | $34.4K | 0.01% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 152 | $33.5K | 0.00% | +152 | New |
| Foster Dykema Cabot & Partners, LLC | 150 | $33.1K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 145 | $32.0K | 0.00% | +25+20.8% | Added |
| Harbor Investment Advisory, LLC | 144 | $31.8K | 0.00% | −28−16.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 132 | $30.4K | 0.00% | +1+0.8% | Added |
| Grove Bank & Trust | 132 | $29.1K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 114 | $25.1K | 0.00% | +2+1.8% | Added |
| Strengthening Families & Communities, LLC | 100 | $24.9K | 0.01% | 00.0% | Unchanged |
| Costello Asset Management, INC | 110 | $24.3K | 0.01% | −50−31.3% | Reduced |
| GW&K Investment Management, LLC | 109 | $24.0K | 0.00% | +5+4.8% | Added |
| Old Point Trust & Financial Services N A | 100 | $22.1K | 0.01% | −2,790−96.5% | Reduced |
| Bryn Mawr Trust Co | 100 | $22.1K | 0.00% | −2,079−95.4% | Reduced |
| Optimum Investment Advisors | 100 | $22.1K | 0.01% | −275−73.3% | Reduced |
| FWL Investment Management, LLC | 100 | $22.1K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 100 | $22.1K | 0.01% | 00.0% | Unchanged |
| City State Bank | 100 | $22.1K | 0.01% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 100 | $22.1K | 0.01% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 100 | $22.1K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 99 | $22.0K | 0.01% | −1,110−91.8% | Reduced |
| Armstrong Advisory Group, Inc | 97 | $21.4K | 0.00% | +73+304.2% | Added |
| Aventura Private Wealth, LLC | 94 | $20.7K | 0.01% | −26−21.7% | Reduced |
| Private Wealth Asset Management, LLC | 90 | $19.8K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 89 | $19.6K | 0.01% | +5+6.0% | Added |
| Wormser Freres Gestion | 89 | $19.6K | 0.01% | 00.0% | Unchanged |
| First Horizon Corp | 83 | $18.3K | 0.00% | +83 | New |
| Atwood & Palmer Inc | 75 | $16.5K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 75 | $16.5K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 75 | $16.5K | 0.01% | +57+316.7% | Added |
| Farmers & Merchants Investments Inc | 74 | $16.3K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 71 | $15.7K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 69 | $15.2K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 68 | $15.0K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 65 | $14.3K | 0.00% | +59+983.3% | Added |
| HHM Wealth Advisors, LLC | 64 | $14.1K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 57 | $12.6K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 57 | $12.6K | 0.00% | +3+5.6% | Added |
| Bokf, NA | 56 | $12.3K | 0.00% | +56 | New |
| Quent Capital, LLC | 55 | $12.1K | 0.00% | +55 | New |
| Westside Investment Management, Inc. | 53 | $11.9K | 0.00% | +53 | New |
| JFS Wealth Advisors, LLC | 51 | $11.2K | 0.00% | +1+2.0% | Added |
| HighMark Wealth Management LLC | 50 | $11.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 49 | $10.8K | 0.00% | +1+2.1% | Added |
| Stance Capital LLC | 48 | $10.6K | 0.00% | +48 | New |
| Larson Financial Group LLC | 47 | $10.4K | 0.00% | −2−4.1% | Reduced |
| Vision Financial Markets LLC | 42 | $9.26K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 42 | $9.26K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 41 | $9.04K | 0.00% | +41 | New |
| Activest Wealth Management | 40 | $8.82K | 0.00% | +27+207.7% | Added |
| NBT Bank N A | 221 | $7.50K | 0.00% | +187+550.0% | Added |
| Cetera Trust Company, N.A | 34 | $7.50K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 34 | $7.50K | 0.00% | +2+6.3% | Added |
| Grey Fox Wealth Advisors, LLC | 33 | $7.28K | 0.00% | +33 | New |
| Private Wealth Management Group, LLC | 32 | $7.06K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 32 | $7.06K | 0.01% | +3+10.3% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 30 | $7.00K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 32 | $7.00K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 30 | $6.90K | 0.00% | +30 | New |
| Sachetta, LLC | 30 | $6.62K | 0.00% | +8+36.4% | Added |
| Capital Advisors, Ltd. LLC | 28 | $6.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 29 | $6.00K | 0.00% | +8+38.1% | Added |
| Bogart Wealth, LLC | 27 | $5.95K | 0.00% | +3+12.5% | Added |
| AllSquare Wealth Management LLC | 25 | $5.51K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 25 | $5.51K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 25 | $5.51K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 24 | $5.29K | 0.00% | +24 | New |
| Fortitude Family Office, LLC | 24 | $5.29K | 0.00% | +9+60.0% | Added |
| Howard Hughes Medical Institute | 23 | $5.07K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 23 | $5.07K | 0.00% | +23 | New |
| UMA Financial Services, Inc. | 21 | $4.63K | 0.00% | +21 | New |
| Brown, Lisle/Cummings, Inc. | 20 | $4.41K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 20 | $4.41K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 20 | $4.41K | 0.00% | +13+185.7% | Added |
| Cornerstone Planning Group LLC | 17 | $3.97K | 0.00% | +1+6.3% | Added |
| Bullock Wealth Management Group | 17 | $3.82K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 17 | $3.32K | 0.00% | +2+13.3% | Added |
| Evermay Wealth Management LLC | 15 | $3.31K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 13 | $2.87K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 12 | $2.65K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 12 | $2.65K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 12 | $2.65K | 0.00% | 00.0% | Unchanged |
| Roxbury Financial LLC | 12 | $2.65K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 12 | $2.65K | 0.00% | +12 | New |
| Prestige Wealth Management Group LLC | 11 | $2.43K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 11 | $2.43K | 0.00% | 00.0% | Unchanged |
| Advanced Portfolio Management, LLC | 11 | $2.43K | 0.01% | +11 | New |
| Wolff Wiese Magana LLC | 10 | $2.21K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 10 | $2.21K | 0.00% | +10 | New |
| Duncker Streett & Co Inc | 10 | $2.21K | 0.00% | 00.0% | Unchanged |
| Financially Speaking Inc | 10 | $2.21K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 10 | $2.12K | 0.00% | +2+25.0% | Added |
| Cloud Capital Management, LLC | 13 | $2.00K | 0.00% | +13 | New |
| South State Corp. | 9 | $1.99K | 0.00% | −13−59.1% | Reduced |
| Marquette Asset Management, LLC | 9 | $1.99K | 0.00% | +9 | New |
| Aspect Partners, LLC | 9 | $1.99K | 0.00% | +9 | New |
| Seneschal Advisors, LLC | 8 | $1.76K | 0.00% | +8 | New |
| Raffa Wealth Management, LLC | 8 | $1.76K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 7 | $1.54K | 0.00% | +3+75.0% | Added |
| Bay Harbor Wealth Management, LLC | 7 | $1.54K | 0.00% | +4+133.3% | Added |