| Enterprise Financial Services Corp | 1 | $2.00K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 1 | $2.00K | 0.00% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 1 | $2.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 1 | $2.00K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 1 | $2.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 2 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 2 | $3.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 2 | $3.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 2 | $3.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 2 | $3.00K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 3 | $4.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 3 | $5.00K | 0.00% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 3 | $5.00K | 0.00% | +3 | New |
| Consolidated Planning Corp | 3 | $5.00K | 0.00% | +3 | New |
| Atlas Capital Advisors LLC | 3 | $5.04K | 0.00% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 4 | $6.00K | 0.00% | −45−91.8% | Reduced |
| Anchor Investment Management, LLC | 4 | $6.72K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 4 | $7.00K | 0.00% | −6−60.0% | Reduced |
| Larson Financial Group LLC | 4 | $7.00K | 0.00% | −3−42.9% | Reduced |
| Northern Oak Wealth Management Inc | 4 | $7.00K | 0.00% | +4 | New |
| Hanson & Doremus Investment Management | 4 | $7.00K | 0.00% | +4 | New |
| Front Row Advisors LLC | 5 | $8.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 5 | $8.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 5 | $8.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 5 | $8.00K | 0.00% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 5 | $8.00K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 5 | $8.00K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 5 | $8.00K | 0.00% | +5 | New |
| Institutional & Family Asset Management, LLC | 6 | $10.0K | 0.00% | −9−60.0% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 6 | $10.0K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 6 | $10.0K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 6 | $10.0K | 0.01% | +6 | New |
| TSFG, LLC | 7 | $12.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 7 | $12.0K | 0.01% | +7 | New |
| TD Capital Management LLC | 8 | $13.0K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 9 | $15.0K | 0.00% | +6+200.0% | Added |
| Meridian Wealth Partners, LLC | 9 | $15.0K | 0.00% | +9 | New |
| Delta Asset Management LLC | 10 | $17.0K | 0.00% | −5−33.3% | Reduced |
| FinTrust Capital Advisors, LLC | 10 | $17.0K | 0.00% | −2−16.7% | Reduced |
| Covington Capital Management | 10 | $17.0K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 10 | $17.0K | 0.01% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 10 | $17.0K | 0.00% | +10 | New |
| Meeder Asset Management Inc | 11 | $18.0K | 0.00% | −1−8.3% | Reduced |
| Harding Loevner LP | 11 | $18.0K | 0.00% | +11 | New |
| Pacifica Partners Inc. | 10 | $19.0K | 0.01% | +10 | New |
| TCI Wealth Advisors, Inc. | 12 | $20.0K | 0.00% | +2+20.0% | Added |
| Liberty Wealth Management LLC | 12 | $20.0K | 0.01% | +5+71.4% | Added |
| JFS Wealth Advisors, LLC | 12 | $20.0K | 0.00% | +12 | New |
| Allworth Financial LP | 13 | $22.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 13 | $22.0K | 0.00% | +4+44.4% | Added |
| Annapolis Financial Services, LLC | 15 | $25.0K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 15 | $25.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 16 | $27.0K | 0.00% | −402−96.2% | Reduced |
| Glassman Wealth Services | 17 | $29.0K | 0.01% | +5+41.7% | Added |
| Adirondack Trust Co | 20 | $30.0K | 0.01% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 18 | $30.0K | 0.03% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 20 | $33.6K | 0.04% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 20 | $34.0K | 0.03% | −2−9.1% | Reduced |
| Pinnacle Financial Partners Inc | 20 | $34.0K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 20 | $34.0K | 0.01% | +20 | New |
| Total Clarity Wealth Management, Inc. | 20 | $34.0K | 0.02% | +20 | New |
| State of Wyoming | 21 | $35.0K | 0.02% | −137−86.7% | Reduced |
| Kings Point Capital Management | 21 | $35.0K | 0.00% | −4−16.0% | Reduced |
| Wagner Wealth Management, LLC | 24 | $36.0K | 0.03% | 00.0% | Unchanged |
| Concord Wealth Partners | 22 | $37.0K | 0.02% | −43−66.2% | Reduced |
| Huntington National Bank | 22 | $37.0K | 0.00% | +1+4.8% | Added |
| Resolute Partners Group | 24 | $40.0K | 0.01% | −16−40.0% | Reduced |
| Spectrum Management Group, LLC | 24 | $40.0K | 0.01% | +24 | New |
| HHM Wealth Advisors, LLC | 25 | $42.0K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 25 | $42.0K | 0.03% | 00.0% | Unchanged |
| Tompkins Financial Corp | 25 | $42.0K | 0.01% | +25 | New |
| Carolinas Wealth Consulting LLC | 25 | $42.0K | 0.01% | +25 | New |
| Howe & Rusling Inc | 26 | $43.0K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 26 | $44.0K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 27 | $45.0K | 0.00% | −17,992−99.9% | Reduced |
| Wolff Wiese Magana LLC | 27 | $45.0K | 0.03% | +27 | New |
| Bedel Financial Consulting, Inc. | 29 | $49.0K | 0.02% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 29 | $49.0K | 0.01% | +29 | New |
| North Star Investment Management Corp. | 30 | $50.0K | 0.00% | 00.0% | Unchanged |
| Kempen Capital Management N.V. | 31 | $52.0K | 0.00% | −1−3.1% | Reduced |
| James Investment Research Inc | 31 | $52.0K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 31 | $52.0K | 0.03% | +20+181.8% | Added |
| Johnson Financial Group, Inc. | 32 | $54.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 33 | $55.0K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 34 | $57.0K | 0.00% | −26−43.3% | Reduced |
| Arcadia Investment Management Corp | 35 | $59.0K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 37 | $62.0K | 0.01% | +11+42.3% | Added |
| Carroll Financial Associates, Inc. | 39 | $65.0K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 40 | $67.0K | 0.02% | 00.0% | Unchanged |
| Ellevest, Inc. | 40 | $67.0K | 0.01% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 40 | $67.0K | 0.02% | +40 | New |
| Clearstead Advisors, LLC | 41 | $69.0K | 0.01% | +36+720.0% | Added |
| Heritage Wealth Advisors | 42 | $70.5K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 43 | $72.0K | 0.02% | +28+186.7% | Added |
| Ancora Advisors, LLC | 47 | $79.0K | 0.00% | +12+34.3% | Added |
| Lee Financial Co | 49 | $82.0K | 0.02% | −51−51.0% | Reduced |
| Lindbrook Capital, LLC | 49 | $82.0K | 0.02% | −8−14.0% | Reduced |
| Reilly Financial Advisors, LLC | 51 | $86.0K | 0.01% | 00.0% | Unchanged |
| Private Capital Group, LLC | 55 | $92.0K | 0.02% | +8+17.0% | Added |