| Boyd Watterson Asset Management LLC | 242 | $33.8K | 0.01% | −20−7.6% | Reduced |
| Missouri Trust & Investment Co | 240 | $33.5K | 0.01% | −10−4.0% | Reduced |
| Integrated Investment Consultants, LLC | 15,071 | $33.5K | 0.01% | +15,071 | New |
| Carmichael Hill & Associates, Inc. | 230 | $32.1K | 0.01% | +40+21.1% | Added |
| Thompson Investment Management, Inc. | 225 | $31.4K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 219 | $30.6K | 0.01% | +219 | New |
| LGT Financial Advisors LLC | 211 | $29.5K | 0.07% | −216−50.6% | Reduced |
| Arrow Financial Corp | 210 | $29.3K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 209 | $29.2K | 0.01% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 203 | $28.4K | 0.00% | −862−80.9% | Reduced |
| Deseret Mutual Benefit Administrators | 200 | $27.9K | 0.01% | −81−28.8% | Reduced |
| Stephens Consulting, LLC | 200 | $27.9K | 0.01% | −27−11.9% | Reduced |
| Compass Wealth Management LLC | 200 | $27.9K | 0.01% | 00.0% | Unchanged |
| Union Savings Bank | 200 | $27.9K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 197 | $27.5K | 0.00% | −32−14.0% | Reduced |
| Briaud Financial Planning, Inc | 200 | $27.0K | 0.01% | 00.0% | Unchanged |
| Matrix Trust Co | 187 | $26.0K | 0.00% | +55+41.7% | Added |
| Ashton Thomas Securities, LLC | 186 | $26.0K | 0.01% | +186 | New |
| Investors Research Corp | 166 | $23.2K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 160 | $23.0K | 0.00% | −377−70.2% | Reduced |
| GW&K Investment Management, LLC | 161 | $22.0K | 0.00% | +4+2.5% | Added |
| Northwest Investment Counselors, LLC | 156 | $21.8K | 0.00% | +156 | New |
| First Pacific Financial | 151 | $21.1K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 189 | $21.0K | 0.01% | +189 | New |
| Bullock Wealth Management Group | 150 | $20.9K | 0.01% | −10−6.3% | Reduced |
| Key Financial Inc | 139 | $19.4K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 138 | $19.3K | 0.00% | −23−14.3% | Reduced |
| Acadian Asset Management LLC | 135 | $18.0K | 0.00% | −17,211−99.2% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 128 | $18.0K | 0.00% | +128 | New |
| St Germain D J Co Inc | 125 | $17.5K | 0.00% | −43−25.6% | Reduced |
| Salomon & Ludwin, LLC | 124 | $17.3K | 0.00% | +62+100.0% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 120 | $16.8K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 118 | $16.5K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 118 | $16.5K | 0.01% | +55+87.3% | Added |
| NewSquare Capital LLC | 117 | $16.3K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 114 | $15.9K | 0.00% | +1+0.9% | Added |
| Glass Jacobson Investment Advisors llc | 112 | $15.6K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 109 | $15.3K | 0.00% | −5−4.4% | Reduced |
| Ritter Daniher Financial Advisory LLC | 109 | $15.2K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 106 | $14.8K | 0.01% | +31+41.3% | Added |
| McIlrath & Eck, LLC | 103 | $14.4K | 0.00% | +38+58.5% | Added |
| West Oak Capital, LLC | 101 | $14.1K | 0.00% | +1+1.0% | Added |
| Prestige Wealth Management Group LLC | 100 | $14.1K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 101 | $14.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 100 | $14.0K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 100 | $14.0K | 0.00% | +100 | New |
| Aspect Partners, LLC | 94 | $13.1K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 92 | $13.0K | 0.01% | −555−85.8% | Reduced |
| Glen Eagle Advisors, LLC | 92 | $12.9K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 90 | $12.6K | 0.00% | +28+45.2% | Added |
| LRI Investments, LLC | 100 | $12.4K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 86 | $12.0K | 0.01% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 79 | $11.0K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 80 | $11.0K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 78 | $10.8K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 76 | $10.6K | 0.00% | −505−86.9% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 75 | $10.5K | 0.00% | +75 | New |
| Legacy Investment Solutions, LLC | 83 | $10.3K | 0.01% | +83 | New |
| Legacy Wealth Managment, LLC | 83 | $10.3K | 0.01% | +83 | New |
| Sandy Spring Bank | 73 | $10.2K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 72 | $10.1K | 0.00% | +16+28.6% | Added |
| Hexagon Capital Partners LLC | 72 | $10.1K | 0.00% | +18+33.3% | Added |
| Capital Analysts, LLC | 73 | $10.0K | 0.00% | +18+32.7% | Added |
| Jaffetilchin Investment Partners, LLC | 61 | $8.49K | 0.00% | +61 | New |
| Westside Investment Management, Inc. | 59 | $8.24K | 0.00% | −24−28.9% | Reduced |
| Private Wealth Management Group, LLC | 54 | $7.54K | 0.00% | +26+92.9% | Added |
| Flaharty Asset Management, LLC | 54 | $7.54K | 0.00% | +54 | New |
| Pacific Center for Financial Services | 50 | $6.98K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 50 | $6.98K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 50 | $6.98K | 0.00% | +25+100.0% | Added |
| Kennebec Savings Bank | 50 | $6.98K | 0.01% | +50 | New |
| JNBA Financial Advisors | 48 | $6.71K | 0.00% | 00.0% | Unchanged |
| Reston Wealth Management LLC | 48 | $6.71K | 0.00% | +48 | New |
| Hollencrest Capital Management | 46 | $6.42K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 45 | $6.29K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 49 | $6.00K | 0.01% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 41 | $5.73K | 0.00% | 00.0% | Unchanged |
| Pingora Partners LLC | 40 | $5.59K | 0.00% | −25−38.5% | Reduced |
| Abound Wealth Management | 37 | $5.17K | 0.00% | −2−5.1% | Reduced |
| GPS Wealth Strategies Group, LLC | 37 | $5.17K | 0.00% | −101−73.2% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 36 | $5.03K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 36 | $5.03K | 0.00% | +17+89.5% | Added |
| Peterson Financial Group, Inc. | 36 | $5.02K | 0.02% | +36 | New |
| Solstein Capital, LLC | 33 | $4.61K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 31 | $4.35K | 0.00% | +17+121.4% | Added |
| Sound Income Strategies, LLC | 31 | $4.33K | 0.00% | −39−55.7% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 35 | $3.96K | 0.00% | −67−65.7% | Reduced |
| Cranbrook Wealth Management, LLC | 28 | $3.91K | 0.00% | +28 | New |
| Highline Wealth Partners LLC | 25 | $3.49K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 24 | $3.35K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 22 | $3.14K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 22 | $3.13K | 0.00% | +3+15.8% | Added |
| Creekmur Asset Management LLC | 21 | $2.93K | 0.00% | −31−59.6% | Reduced |
| Zions Bancorporation, N.A. | 20 | $2.79K | 0.00% | −3−13.0% | Reduced |
| Wolff Wiese Magana LLC | 20 | $2.79K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 17 | $2.34K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 16 | $2.23K | 0.00% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 15 | $2.10K | 0.00% | +15 | New |
| Eagle Bay Advisors LLC | 14 | $1.97K | 0.00% | −47−77.0% | Reduced |
| Cornerstone Planning Group LLC | 15 | $1.76K | 0.00% | 00.0% | Unchanged |
