| West Oak Capital, LLC | 665 | $97.0K | 0.04% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 658 | $96.0K | 0.07% | +21+3.3% | Added |
| Red Door Wealth Management, LLC | 661 | $96.0K | 0.04% | +661 | New |
| Tarbox Family Office, Inc. | 640 | $94.0K | 0.02% | −9−1.4% | Reduced |
| American National Bank | 640 | $94.0K | 0.02% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 630 | $92.0K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 613 | $90.0K | 0.02% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 608 | $89.0K | 0.03% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 600 | $88.0K | 0.05% | 00.0% | Unchanged |
| Psagot Investment House Ltd. | 600 | $88.0K | 0.00% | +600 | New |
| Accel Wealth Management | 595 | $87.0K | 0.06% | +100+20.2% | Added |
| Arcadia Investment Management Corp | 585 | $86.0K | 0.02% | 00.0% | Unchanged |
| Advanced Research Investment Solutions, LLC | 587 | $86.0K | 0.08% | 00.0% | Unchanged |
| S.A. Mason LLC | 565 | $83.0K | 0.06% | +10+1.8% | Added |
| Close Asset Management Ltd | 560 | $82.0K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 558 | $82.0K | 0.03% | +91+19.5% | Added |
| Activest Wealth Management | 544 | $80.0K | 0.06% | −16−2.9% | Reduced |
| Filbrandt Wealth Management, LLC | 548 | $80.0K | 0.05% | +3+0.6% | Added |
| Capital Advisors, Ltd. LLC | 543 | $80.0K | 0.01% | +166+44.0% | Added |
| Savior LLC | 539 | $79.0K | 0.07% | 00.0% | Unchanged |
| Perennial Advisors, LLC | 523 | $77.0K | 0.02% | +7+1.4% | Added |
| Riverview Trust Co | 510 | $75.0K | 0.08% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 509 | $74.6K | 0.03% | 00.0% | Unchanged |
| Ade, LLC | 500 | $73.0K | 0.07% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 470 | $68.9K | 0.08% | +170+56.7% | Added |
| Altshuler Shaham Ltd | 461 | $68.0K | 0.00% | −1,039−69.3% | Reduced |
| Strategic Blueprint, LLC | 459 | $67.0K | 0.01% | +459 | New |
| McClarren Financial Advisors, Inc. | 444 | $65.0K | 0.05% | +122+37.9% | Added |
| West Branch Capital LLC | 445 | $65.0K | 0.03% | +445 | New |
| Prestige Wealth Management Group LLC | 433 | $64.0K | 0.02% | +10+2.4% | Added |
| State of Wyoming | 440 | $64.0K | 0.04% | +440 | New |
| Avion Wealth | 416 | $61.0K | 0.02% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 414 | $61.0K | 0.02% | +400+2,857.1% | Added |
| Better Money Decisions, LLC | 405 | $59.0K | 0.05% | +202+99.5% | Added |
| Marquette Asset Management, LLC | 393 | $58.0K | 0.01% | +67+20.6% | Added |
| Hillsdale Investment Management Inc. | 390 | $57.0K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 375 | $55.0K | 0.00% | −3,790−91.0% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 413 | $55.0K | 0.00% | +413 | New |
| Corsicana & Co. | 374 | $55.0K | 0.03% | +374 | New |
| Modus Advisors, LLC | 367 | $54.0K | 0.02% | +367 | New |
| NVWM, LLC | 355 | $52.0K | 0.02% | −1−0.3% | Reduced |
| Sterling Investment Advisors, Ltd. | 337 | $49.0K | 0.01% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 323 | $47.0K | 0.06% | 00.0% | Unchanged |
| Navigation Wealth Management, Inc. | 324 | $47.0K | 0.04% | +28+9.5% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 321 | $47.0K | 0.00% | +321 | New |
| Iron Horse Wealth Management, LLC | 300 | $44.0K | 0.03% | 00.0% | Unchanged |
| Paradigm, Strategies in Wealth Management, LLC | 300 | $44.0K | 0.04% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 292 | $43.0K | 0.04% | −100−25.5% | Reduced |
| Green Harvest Asset Management LLC | 292 | $43.0K | 0.01% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 287 | $42.0K | 0.03% | +20+7.5% | Added |
| Pacific Center for Financial Services | 270 | $40.0K | 0.02% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 273 | $40.0K | 0.01% | +117+75.0% | Added |
| Ellis Investment Partners, LLC | 268 | $39.0K | 0.01% | +1+0.4% | Added |
| AGF Investments LLC | 264 | $39.0K | 0.00% | +6+2.3% | Added |
| Sage Private Wealth Group, LLC | 250 | $37.0K | 0.05% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 241 | $35.0K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 233 | $34.0K | 0.01% | −32−12.1% | Reduced |
| DB Wealth Management Group, LLC | 230 | $34.0K | 0.02% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 225 | $33.0K | 0.03% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 205 | $30.0K | 0.02% | +31+17.8% | Added |
| West Paces Advisors Inc. | 200 | $29.3K | 0.01% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 200 | $29.0K | 0.01% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 200 | $29.0K | 0.01% | 00.0% | Unchanged |
| Bray Capital Advisors | 201 | $29.0K | 0.01% | +11+5.8% | Added |
| Resolute Partners Group | 193 | $28.0K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 193 | $27.0K | 0.01% | 00.0% | Unchanged |
| FormulaFolio Investments, LLC | 177 | $26.0K | 0.01% | +26+17.2% | Added |
| Simon Quick Advisors, LLC | 163 | $23.0K | 0.01% | −364−69.1% | Reduced |
| MD Financial Management Inc. | 148 | $22.0K | 0.00% | +100+208.3% | Added |
| Beck Bode, LLC | 150 | $22.0K | 0.01% | +150 | New |
| Monumental Financial Group Inc. | 150 | $22.0K | 0.02% | +150 | New |
| RPg Family Wealth Advisory, LLC | 150 | $22.0K | 0.01% | +150 | New |
| Centerpoint Advisors, LLC | 142 | $21.0K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 138 | $20.2K | 0.01% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 139 | $20.0K | 0.01% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | – | $19.0K | 0.00% | – | – |
| Lake Point Wealth Management | 124 | $18.0K | 0.01% | +124 | New |
| Harvest Fund Management Co., Ltd | 116 | $17.0K | 0.00% | +116 | New |
| Hexavest Inc. | 112 | $16.0K | 0.00% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 112 | $16.0K | 0.01% | 00.0% | Unchanged |
| Ford Financial Group, LLC | 111 | $16.0K | 0.01% | +111 | New |
| Baldrige Asset Management LLC | 112 | $16.0K | 0.01% | +112 | New |
| Cedar Mountain Advisors, LLC | 100 | $15.0K | 0.00% | −200−66.7% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 100 | $15.0K | 0.01% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 96 | $14.0K | 0.01% | −157−62.1% | Reduced |
| Versant Capital Management, Inc | 90 | $13.0K | 0.00% | −101−52.9% | Reduced |
| Timber Creek Capital Management LLC | 95 | $13.0K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 80 | $12.0K | 0.00% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 85 | $12.0K | 0.01% | +85 | New |
| TSFG, LLC | 72 | $11.0K | 0.00% | +22+44.0% | Added |
| True Link Financial Advisors, LLC | 75 | $11.0K | 0.00% | +64+581.8% | Added |
| Bellevue Asset Management, LLC | 65 | $9.00K | 0.01% | −160−71.1% | Reduced |
| Flagship Private Wealth, LLC | 59 | $8.30K | 0.01% | +1+1.7% | Added |
| GW&K Investment Management, LLC | 52 | $8.00K | 0.00% | +52 | New |
| Tucker Asset Management LLC | 50 | $7.33K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 50 | $7.00K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 50 | $7.00K | 0.00% | 00.0% | Unchanged |
| IronBridge Private Wealth, LLC | 51 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 52 | $7.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 45 | $7.00K | 0.01% | 00.0% | Unchanged |
