| Yarbrough Capital, LLC | 108 | $45.4K | 0.00% | +108 | New |
| Catalyst Capital Advisors LLC | 106 | $44.6K | 0.00% | −3−2.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 103 | $43.5K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 103 | $43.0K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 102 | $42.9K | 0.02% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 100 | $42.0K | 0.01% | −2−2.0% | Reduced |
| Hartford Financial Management Inc. | 100 | $42.0K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 100 | $42.0K | 0.01% | −924−90.2% | Reduced |
| Perkins Coie Trust Co | 95 | $39.9K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 94 | $39.5K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 107 | $39.2K | 0.02% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 92 | $38.7K | 0.01% | +92 | New |
| Coppell Advisory Solutions Corp. | 92 | $38.7K | 0.01% | +92 | New |
| Compagnie Lombard Odier SCmA | 90 | $38.0K | 0.00% | 00.0% | Unchanged |
| Align Wealth Management, LLC | 100 | $36.6K | 0.03% | +100 | New |
| Norwood Financial Corp | 86 | $36.1K | 0.06% | 00.0% | Unchanged |
| Paragon Wealth Strategies, LLC | 80 | $33.6K | 0.04% | −126−61.2% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 80 | $33.6K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 78 | $32.8K | 0.00% | −27−25.7% | Reduced |
| AllSquare Wealth Management LLC | 76 | $31.9K | 0.02% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 75 | $31.5K | 0.01% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 75 | $31.5K | 0.03% | +22+41.5% | Added |
| DB Wealth Management Group, LLC | 72 | $30.3K | 0.02% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 64 | $29.0K | 0.01% | +64 | New |
| Sugarloaf Wealth Management, LLC | 69 | $29.0K | 0.01% | −2−2.8% | Reduced |
| DT Investment Partners, LLC | 68 | $28.6K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 66 | $27.7K | 0.01% | +7+11.9% | Added |
| Creative Financial Designs Inc | 66 | $27.7K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 65 | $27.3K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 58 | $24.4K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 56 | $23.5K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 56 | $23.5K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 55 | $23.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 54 | $22.7K | 0.00% | +7+14.9% | Added |
| Adirondack Trust Co | 52 | $21.9K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 51 | $21.5K | 0.01% | −36−41.4% | Reduced |
| Tradewinds Capital Management, LLC | 50 | $21.0K | 0.01% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 50 | $21.0K | 0.01% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 49 | $20.0K | 0.02% | −1−2.0% | Reduced |
| Gradient Investments LLC | 47 | $19.8K | 0.00% | −22,944−99.8% | Reduced |
| One Wealth Advisors, LLC | 46 | $19.3K | 0.00% | −517−91.8% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 46 | $19.0K | 0.01% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 45 | $19.0K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 45 | $18.9K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 45 | $18.9K | 0.00% | +19+73.1% | Added |
| Stephens Consulting, LLC | 43 | $18.1K | 0.01% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 40 | $17.0K | 0.01% | −20−33.3% | Reduced |
| Bell Investment Advisors, Inc | 40 | $16.8K | 0.00% | −8−16.7% | Reduced |
| Orion Capital Management LLC | 40 | $16.8K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 40 | $16.8K | 0.00% | +2+5.3% | Added |
| Gould Capital, LLC | 40 | $16.8K | 0.01% | +1+2.6% | Added |
| Madden Securities Corp | 40 | $16.8K | 0.01% | +40 | New |
| Atlantic Trust, LLC | 39 | $16.0K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 37 | $15.6K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 37 | $15.6K | 0.01% | +37 | New |
| JNBA Financial Advisors | 36 | $15.1K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 36 | $15.1K | 0.00% | +36 | New |
| Bangor Savings Bank | 35 | $15.0K | 0.00% | +35 | New |
| Raffa Wealth Management, LLC | 34 | $14.3K | 0.01% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 34 | $14.3K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 34 | $14.1K | 0.01% | +1+3.0% | Added |
| Kelly Financial Services LLC | 32 | $13.4K | 0.01% | 00.0% | Unchanged |
| My Personal CFO, LLC | 32 | $13.4K | 0.01% | +32 | New |
| Quarry LP | 32 | $13.4K | 0.01% | +32 | New |
| Stuart Chaussee & Associates, Inc. | 31 | $13.0K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 30 | $13.0K | 0.02% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 30 | $12.6K | 0.00% | −9−23.1% | Reduced |
| Legacy Bridge, LLC | 30 | $12.6K | 0.01% | 00.0% | Unchanged |
| Schubert & Co | 30 | $12.6K | 0.01% | +12+66.7% | Added |
| Cassady Schiller Wealth Management, LLC | 30 | $12.6K | 0.01% | +30 | New |
| First Manhattan Co | 29 | $12.2K | 0.00% | −106−78.5% | Reduced |
| Loomis Sayles & Co L P | 28 | $12.0K | 0.00% | −4−12.5% | Reduced |
| Asset Dedication, LLC | 30 | $12.0K | 0.00% | −2−6.3% | Reduced |
| Riverview Trust Co | 29 | $12.0K | 0.01% | −2−6.5% | Reduced |
| McIlrath & Eck, LLC | 27 | $11.3K | 0.00% | −50−64.9% | Reduced |
| Bollard Group LLC | 25 | $11.0K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 25 | $11.0K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 52 | $10.8K | 0.00% | +52 | New |
| Barrett & Company, Inc. | 25 | $10.7K | 0.01% | 00.0% | Unchanged |
| Distillate Capital Partners LLC | 25 | $10.5K | 0.98% | −17,363−99.9% | Reduced |
| Laurel Wealth Advisors LLC | 25 | $10.5K | 0.00% | +25 | New |
| City Holding Co | 25 | $10.5K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 24 | $10.1K | 0.01% | +6+33.3% | Added |
| Headlands Technologies LLC | 24 | $10.0K | 0.01% | +24 | New |
| Macroview Investment Management LLC | 23 | $9.67K | 0.02% | −3−11.5% | Reduced |
| Brown, Lisle/Cummings, Inc. | 20 | $8.41K | 0.00% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 20 | $8.41K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 20 | $8.41K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 19 | $8.00K | 0.00% | −6−24.0% | Reduced |
| Missouri Trust & Investment Co | 20 | $8.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 18 | $8.00K | 0.00% | +4+28.6% | Added |
| Carmichael Hill & Associates, Inc. | 19 | $7.99K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 19 | $7.99K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 19 | $7.99K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 17 | $7.14K | 0.00% | +17 | New |
| Baystate Wealth Management LLC | 17 | $7.00K | 0.00% | 00.0% | Unchanged |
| Motco | 16 | $6.72K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 16 | $6.72K | 0.00% | +3+23.1% | Added |
| Legend Financial Advisors, Inc. | 15 | $6.31K | 0.01% | +15 | New |
| Stonebridge Capital Advisors LLC | 15 | $6.30K | 0.00% | 00.0% | Unchanged |