| San Francisco Sentry Investment Group (Ca) | 164 | $60.0K | 0.03% | −1−0.6% | Reduced |
| TD Private Client Wealth LLC | 158 | $57.7K | 0.00% | +73+85.9% | Added |
| BerganKDV Wealth Management, LLC | 156 | $57.0K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 143 | $57.0K | 0.03% | +143 | New |
| Geneos Wealth Management Inc. | 148 | $54.0K | 0.00% | −127−46.2% | Reduced |
| FinTrust Capital Advisors, LLC | 149 | $54.0K | 0.01% | +30+25.2% | Added |
| Versant Capital Management, Inc | 139 | $51.0K | 0.02% | 00.0% | Unchanged |
| Parisi Gray Wealth Management | 135 | $49.0K | 0.02% | +135 | New |
| Jackson, Grant Investment Advisers, Inc. | 126 | $46.0K | 0.02% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 125 | $46.0K | 0.02% | 00.0% | Unchanged |
| Tobam | 124 | $45.0K | 0.00% | −166−57.2% | Reduced |
| Enterprise Financial Services Corp | 121 | $44.0K | 0.01% | +3+2.5% | Added |
| Pinnacle Bancorp, Inc. | 116 | $42.0K | 0.02% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 117 | $42.0K | 0.01% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 116 | $42.0K | 0.01% | 00.0% | Unchanged |
| CenterStar Asset Management, LLC | – | $42.0K | 0.05% | – | New |
| Heritage Wealth Advisors | 112 | $40.9K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 108 | $39.0K | 0.00% | −2,271−95.5% | Reduced |
| Brown Brothers Harriman & Co | 104 | $38.0K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 105 | $38.0K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 104 | $38.0K | 0.01% | +10+10.6% | Added |
| BBVA USA | 105 | $38.0K | 0.00% | +105 | New |
| First Horizon Corp | 103 | $37.0K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 102 | $37.0K | 0.00% | +27+36.0% | Added |
| Vectors Research Management, LLC | 100 | $36.0K | 0.01% | 00.0% | Unchanged |
| Kings Point Capital Management | 98 | $36.0K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 100 | $36.0K | 0.02% | +100 | New |
| Farmers & Merchants Investments Inc | 97 | $35.0K | 0.00% | −21−17.8% | Reduced |
| Perennial Advisors, LLC | 93 | $34.0K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 90 | $33.0K | 0.01% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 89 | $32.5K | 0.01% | −84−48.6% | Reduced |
| Sandy Spring Bank | 87 | $32.0K | 0.00% | −450−83.8% | Reduced |
| Sargent Bickham Lagudis LLC | 89 | $32.0K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 87 | $32.0K | 0.01% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 84 | $31.0K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 86 | $31.0K | 0.01% | +86 | New |
| Harvest Fund Management Co., Ltd | 83 | $30.0K | 0.00% | −246−74.8% | Reduced |
| Private Capital Group, LLC | 83 | $30.0K | 0.01% | −1−1.2% | Reduced |
| Catalyst Capital Advisors LLC | 77 | $28.0K | 0.00% | +3+4.1% | Added |
| TCI Wealth Advisors, Inc. | 76 | $28.0K | 0.00% | +16+26.7% | Added |
| FFT Wealth Management LLC | 78 | $28.0K | 0.01% | +78 | New |
| HM Payson & Co | 75 | $27.0K | 0.00% | −235−75.8% | Reduced |
| Delta Asset Management LLC | 75 | $27.0K | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 75 | $27.0K | 0.02% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 65 | $24.0K | 0.02% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 65 | $23.7K | 0.01% | 00.0% | Unchanged |
| Burleson & Company, LLC | 62 | $23.0K | 0.00% | +9+17.0% | Added |
| Optimum Investment Advisors | 63 | $23.0K | 0.01% | +22+53.7% | Added |
| Mizuho Securities Co. Ltd. | 60 | $22.0K | 0.00% | +41+215.8% | Added |
| Archer Investment Corp | 60 | $21.9K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 55 | $20.0K | 0.00% | 00.0% | Unchanged |
| HWG Holdings LP | 56 | $20.0K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 53 | $19.0K | 0.01% | −46−46.5% | Reduced |
| Sonora Investment Management, LLC | 52 | $19.0K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 53 | $19.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 50 | $18.0K | 0.00% | 00.0% | Unchanged |
| Central Bank & Trust Co | 50 | $18.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 49 | $18.0K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 48 | $18.0K | 0.00% | +28+140.0% | Added |
| Itau Unibanco Holding S.A. | 49 | $18.0K | 0.00% | +49 | New |
| Salem Investment Counselors Inc | 47 | $17.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 45 | $17.0K | 0.01% | +45 | New |
| Washington Trust Co | 45 | $16.0K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 45 | $16.0K | 0.00% | 00.0% | Unchanged |
| Hoover Financial Advisors, Inc. | 45 | $16.0K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 45 | $16.0K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 43 | $16.0K | 0.00% | +19+79.2% | Added |
| Adirondack Trust Co | 40 | $15.0K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 42 | $15.0K | 0.01% | +22+110.0% | Added |
| Column Capital Advisors, LLC | 41 | $15.0K | 0.00% | +41 | New |
| Optiver Holding B.V. | 40 | $15.0K | 0.00% | +40 | New |
| Westside Investment Management, Inc. | 40 | $14.0K | 0.00% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 39 | $14.0K | 0.01% | +24+160.0% | Added |
| Glassman Wealth Services | 36 | $13.0K | 0.00% | +5+16.1% | Added |
| Paragon Wealth Strategies, LLC | 34 | $12.0K | 0.00% | +34 | New |
| Patriot Financial Group Insurance Agency, LLC | 32 | $12.0K | 0.00% | +32 | New |
| Center for Financial Planning, Inc. | 30 | $11.0K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 28 | $10.0K | 0.00% | −4−12.5% | Reduced |
| Benjamin Edwards Inc | 25 | $9.00K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 24 | $9.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 25 | $9.00K | 0.00% | +25 | New |
| Baldrige Asset Management LLC | 25 | $9.00K | 0.00% | +25 | New |
| Heritage Wealth Management, LLC | 23 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 23 | $8.00K | 0.00% | +2+9.5% | Added |
| Gemmer Asset Management LLC | 21 | $8.00K | 0.00% | +21 | New |
| Pacifica Partners Inc. | 20 | $7.00K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 20 | $7.00K | 0.00% | +3+17.6% | Added |
| Gradient Investments LLC | 20 | $7.00K | 0.00% | +20 | New |
| Financial Management Professionals, Inc. | 18 | $7.00K | 0.00% | +18 | New |
| Prentice Wealth Management LLC | 17 | $6.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 17 | $6.00K | 0.00% | +7+70.0% | Added |
| Raffa Wealth Management, LLC | 15 | $5.47K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 14 | $5.00K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 13 | $5.00K | 0.00% | −1,168−98.9% | Reduced |
| Asset Dedication, LLC | 15 | $5.00K | 0.00% | +15 | New |
| GPS Wealth Strategies Group, LLC | 14 | $5.00K | 0.00% | +14 | New |
| Brendel Financial Advisors LLC | 15 | $5.00K | 0.00% | +15 | New |
| Creative Financial Designs Inc | 12 | $4.00K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 12 | $4.00K | 0.01% | 00.0% | Unchanged |
| Ironwood Financial, llc | 10 | $4.00K | 0.00% | 00.0% | Unchanged |