| Bullock Wealth Management Group | 139 | $48.9K | 0.03% | +139 | New |
| Massmutual Trust Co FSB | 133 | $46.1K | 0.00% | −77−36.7% | Reduced |
| Canton Hathaway, LLC | 134 | $46.0K | 0.01% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 100 | $45.8K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 128 | $42.8K | 0.01% | −3,330−96.3% | Reduced |
| Key Financial Inc | 122 | $42.1K | 0.01% | +1+0.8% | Added |
| Bruce G. Allen Investments, LLC | 121 | $42.0K | 0.03% | −63−34.2% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 105 | $36.4K | 0.02% | 00.0% | Unchanged |
| Rothschild Investment LLC | 104 | $36.1K | 0.00% | −1−1.0% | Reduced |
| Sandy Spring Bank | 103 | $35.7K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 90 | $31.2K | 0.01% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 90 | $31.2K | 0.00% | −543−85.8% | Reduced |
| Horizon Bancorp Inc | 88 | $31.0K | 0.01% | −4−4.3% | Reduced |
| Hexagon Capital Partners LLC | 89 | $30.9K | 0.01% | −35−28.2% | Reduced |
| Beacon Capital Management, LLC | 86 | $30.0K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 85 | $29.5K | 0.01% | +15+21.4% | Added |
| Pinnacle Bancorp, Inc. | 85 | $29.5K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 80 | $27.8K | 0.01% | +80 | New |
| MidAtlantic Capital Management, Inc. | 79 | $27.4K | 0.02% | +79 | New |
| CoreCap Advisors, LLC | 78 | $27.0K | 0.00% | +78 | New |
| Tortoise Investment Management, LLC | 75 | $26.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 71 | $24.7K | 0.00% | +60+545.5% | Added |
| NVWM, LLC | 68 | $23.6K | 0.01% | −2−2.9% | Reduced |
| Citizens National Bank Trust Department | 67 | $23.2K | 0.01% | +67 | New |
| Cedar Mountain Advisors, LLC | 62 | $21.5K | 0.01% | +62 | New |
| Cetera Trust Company, N.A | 61 | $21.1K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 59 | $20.5K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 59 | $20.5K | 0.00% | +3+5.4% | Added |
| Sunbelt Securities, Inc. | 58 | $20.1K | 0.00% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 57 | $19.8K | 0.01% | +49+612.5% | Added |
| Abound Wealth Management | 56 | $19.4K | 0.01% | +3+5.7% | Added |
| GW&K Investment Management, LLC | 55 | $19.0K | 0.00% | −8−12.7% | Reduced |
| CVA Family Office, LLC | 53 | $18.4K | 0.00% | −134−71.7% | Reduced |
| Gradient Investments LLC | 50 | $17.3K | 0.00% | −10−16.7% | Reduced |
| Farmers & Merchants Investments Inc | 50 | $17.3K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 50 | $17.3K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 49 | $17.0K | 0.00% | −2,231−97.9% | Reduced |
| First Financial Corp | 47 | $16.3K | 0.01% | −296−86.3% | Reduced |
| Tradewinds Capital Management, LLC | 45 | $15.6K | 0.00% | +45 | New |
| Spire Wealth Management | 44 | $15.1K | 0.00% | +7+18.9% | Added |
| Institutional & Family Asset Management, LLC | 43 | $14.9K | 0.00% | +43 | New |
| Householder Group Estate & Retirement Specialist, LLC | 42 | $14.6K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 42 | $14.6K | 0.01% | +2+5.0% | Added |
| Crewe Advisors LLC | 41 | $14.2K | 0.00% | +41 | New |
| Raleigh Capital Management Inc. | 39 | $13.6K | 0.01% | +12+44.4% | Added |
| ZRC Wealth Management, LLC | 39 | $13.5K | 0.01% | +39 | New |
| New Covenant Trust Company, N.A. | 37 | $12.8K | 0.01% | +37 | New |
| NFJ Investment Group, LLC | 36 | $12.5K | 0.00% | −99,399−100.0% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 35 | $12.4K | 0.01% | 00.0% | Unchanged |
| Custom Portfolio Group LLC | 35 | $12.2K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 35 | $12.1K | 0.00% | −210−85.7% | Reduced |
| Larson Financial Group LLC | 34 | $11.9K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 23 | $10.5K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 30 | $10.4K | 0.00% | −47−61.0% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 30 | $10.4K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 29 | $10.1K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 28 | $9.71K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 28 | $9.62K | 0.00% | −73−72.3% | Reduced |
| JFS Wealth Advisors, LLC | 27 | $9.36K | 0.00% | −12−30.8% | Reduced |
| FSA Wealth Management LLC | 26 | $9.02K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 25 | $8.67K | 0.00% | −9−26.5% | Reduced |
| Creative Financial Designs Inc | 25 | $8.67K | 0.00% | −4−13.8% | Reduced |
| Investors Research Corp | 25 | $8.67K | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 25 | $8.67K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 25 | $8.67K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 24 | $8.32K | 0.00% | +8+50.0% | Added |
| Hazlett, Burt & Watson, Inc. | 22 | $8.00K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 23 | $7.97K | 0.00% | +11+91.7% | Added |
| GHP Investment Advisors, Inc. | 22 | $7.63K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 22 | $7.63K | 0.01% | +11+100.0% | Added |
| Archer Investment Corp | 20 | $6.93K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 19 | $6.61K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 19 | $6.59K | 0.00% | −57−75.0% | Reduced |
| Cherry Tree Wealth Management, LLC | 19 | $6.59K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 18 | $6.24K | 0.00% | −2−10.0% | Reduced |
| Harvest Fund Management Co., Ltd | 16 | $6.00K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 17 | $5.89K | 0.00% | +17 | New |
| Naples Money Management LLC | 16 | $5.55K | 0.01% | −4−20.0% | Reduced |
| Planning Capital Management Corp | 16 | $5.55K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 16 | $5.55K | 0.00% | +16 | New |
| Eagle Bay Advisors LLC | 15 | $5.21K | 0.00% | −6−28.6% | Reduced |
| Bogart Wealth, LLC | 15 | $5.20K | 0.00% | +6+66.7% | Added |
| Valley National Advisers Inc | 15 | $5.00K | 0.00% | −6−28.6% | Reduced |
| Financial Management Professionals, Inc. | 15 | $5.00K | 0.00% | −4−21.1% | Reduced |
| Annapolis Financial Services, LLC | 14 | $4.86K | 0.00% | −50−78.1% | Reduced |
| SJS Investment Consulting Inc. | 14 | $4.86K | 0.00% | +8+133.3% | Added |
| Frazier Financial Advisors, LLC | 14 | $4.86K | 0.00% | +10+250.0% | Added |
| LRI Investments, LLC | 14 | $4.85K | 0.00% | +14 | New |
| Kayne Anderson Rudnick Investment Management LLC | 12 | $4.16K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 12 | $4.16K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 11 | $3.81K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 11 | $3.81K | 0.00% | +11 | New |
| Delta Asset Management LLC | 10 | $3.47K | 0.00% | −50−83.3% | Reduced |
| Fortitude Family Office, LLC | 10 | $3.47K | 0.00% | −18−64.3% | Reduced |
| Morton Brown Family Wealth, LLC | 10 | $3.47K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 10 | $3.47K | 0.00% | +10 | New |
| Dunhill Financial, LLC | 10 | $3.30K | 0.00% | +2+25.0% | Added |
| Laffer Tengler Investments | 9 | $3.12K | 0.00% | +9 | New |
| Northwest Investment Counselors, LLC | 9 | $3.12K | 0.00% | +9 | New |
| Coston, McIsaac & Partners | 9 | $3.00K | 0.00% | 00.0% | Unchanged |