| Householder Group Estate & Retirement Specialist, LLC | 14 | $21.2K | 0.01% | +14 | New |
| Lindbrook Capital, LLC | 15 | $22.7K | 0.00% | −5−25.0% | Reduced |
| Adirondack Trust Co | 15 | $22.7K | 0.01% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 15 | $22.7K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 15 | $22.7K | 0.02% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 15 | $22.7K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 15 | $22.7K | 0.00% | +15 | New |
| Carmichael Hill & Associates, Inc. | 15 | $22.7K | 0.01% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 15 | $22.7K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 15 | $22.7K | 0.00% | −1−6.3% | Reduced |
| Kempen Capital Management N.V. | 16 | $24.2K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 16 | $24.2K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 16 | $24.2K | 0.00% | +16 | New |
| Parkside Financial Bank & Trust | 17 | $25.7K | 0.00% | +17 | New |
| Financial Management Professionals, Inc. | 17 | $26.0K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 18 | $27.0K | 0.01% | +18 | New |
| Twin Lakes Capital Management, LLC | 18 | $27.2K | 0.02% | 00.0% | Unchanged |
| Addison Advisors LLC | 18 | $27.2K | 0.01% | +3+20.0% | Added |
| Carolinas Wealth Consulting LLC | 19 | $28.1K | 0.01% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 19 | $28.7K | 0.01% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 20 | $30.2K | 0.01% | +20 | New |
| HM Payson & Co | 20 | $30.2K | 0.00% | −6−23.1% | Reduced |
| Laurel Wealth Advisors LLC | 20 | $30.2K | 0.01% | +20 | New |
| NBT Bank N A | 20 | $30.3K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 20 | $30.6K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 20 | $31.0K | 0.00% | −8−28.6% | Reduced |
| Zions Bancorporation, N.A. | 21 | $31.8K | 0.00% | −3−12.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 21 | $31.8K | 0.00% | +17+425.0% | Added |
| SJS Investment Consulting Inc. | 21 | $31.8K | 0.01% | +20+2,000.0% | Added |
| DSM Capital Partners LLC | 23 | $34.8K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 24 | $36.3K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 25 | $37.8K | 0.00% | −13−34.2% | Reduced |
| Gradient Investments LLC | 25 | $37.8K | 0.00% | −2−7.4% | Reduced |
| Barrett & Company, Inc. | 25 | $37.8K | 0.02% | +25 | New |
| Continuum Advisory, LLC | 23 | $39.0K | 0.01% | +23 | New |
| Custom Portfolio Group LLC | 26 | $39.3K | 0.03% | 00.0% | Unchanged |
| Castleview Partners, LLC | 27 | $40.8K | 0.02% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 28 | $42.3K | 0.01% | −4−12.5% | Reduced |
| Bell Investment Advisors, Inc | 29 | $43.8K | 0.01% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 30 | $45.4K | 0.01% | −10−25.0% | Reduced |
| Cassady Schiller Wealth Management, LLC | 30 | $45.4K | 0.02% | 00.0% | Unchanged |
| Archer Investment Corp | 30 | $45.4K | 0.01% | +10+50.0% | Added |
| Johnson Financial Group, Inc. | 31 | $46.9K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 33 | $49.9K | 0.00% | −3−8.3% | Reduced |
| Beaird Harris Wealth Management, LLC | 33 | $49.9K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 34 | $51.4K | 0.03% | −3−8.1% | Reduced |
| North Star Investment Management Corp. | 35 | $52.9K | 0.00% | +5+16.7% | Added |
| Scarborough Advisors, LLC | 35 | $52.9K | 0.02% | +12+52.2% | Added |
| Wesleyan Assurance Society | 35 | $53.0K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 35 | $53.5K | 0.10% | −4−10.3% | Reduced |
| Atlas Capital Advisors LLC | 36 | $54.4K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 36 | $55.0K | 0.03% | +25+227.3% | Added |
| TruNorth Capital Management, LLC | 37 | $55.9K | 0.02% | +37 | New |
| Amalgamated Bank | 38 | $57.0K | 0.00% | −17−30.9% | Reduced |
| Quent Capital, LLC | 40 | $60.5K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 40 | $60.5K | 0.03% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 40 | $60.5K | 0.02% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 40 | $60.5K | 0.02% | +40 | New |
| Tyler-Stone Wealth Management | 40 | $60.5K | 0.03% | −32−44.4% | Reduced |
| Main Street Group, LTD | 40 | $61.1K | 0.03% | +13+48.1% | Added |
| Massmutual Trust Co FSB | 41 | $62.0K | 0.00% | +4+10.8% | Added |
| GPS Wealth Strategies Group, LLC | 43 | $65.0K | 0.01% | +1+2.4% | Added |
| CoreCap Advisors, LLC | 44 | $66.5K | 0.00% | +44 | New |
| Register Financial Advisors LLC | 45 | $68.0K | 0.04% | +45 | New |
| Future Financial Wealth Managment LLC | 48 | $72.6K | 0.06% | +48 | New |
| Hilltop National Bank | 49 | $74.1K | 0.03% | +49 | New |
| First Command Advisory Services, Inc. | 50 | $75.6K | 0.00% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 50 | $75.6K | 0.05% | +50 | New |
| EverSource Wealth Advisors, LLC | 54 | $78.8K | 0.01% | +13+31.7% | Added |
| Wetzel Investment Advisors, Inc. | 58 | $79.5K | 0.05% | +5+9.4% | Added |
| Catalyst Capital Advisors LLC | 53 | $80.1K | 0.00% | +6+12.8% | Added |
| Planning Capital Management Corp | 55 | $83.2K | 0.06% | +15+37.5% | Added |
| TD Private Client Wealth LLC | 55 | $83.2K | 0.00% | +50+1,000.0% | Added |
| Orion Capital Management LLC | 55 | $83.2K | 0.04% | 00.0% | Unchanged |
| CVA Family Office, LLC | 57 | $86.2K | 0.02% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 55 | $86.4K | 0.01% | 00.0% | Unchanged |
| Brown Shipley& Co Ltd | 57 | $87.2K | 0.03% | +2+3.6% | Added |
| Abound Wealth Management | 60 | $90.7K | 0.03% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 60 | $90.7K | 0.02% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 62 | $93.7K | 0.00% | −1−1.6% | Reduced |
| Jackson Square Partners, LLC | 62 | $93.7K | 0.00% | +30+93.8% | Added |
| Beacon Capital Management, LLC | 62 | $93.7K | 0.02% | +28+82.4% | Added |
| Huntington National Bank | 65 | $98.3K | 0.00% | −43−39.8% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 68 | $102.8K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 73 | $110.4K | 0.03% | −4−5.2% | Reduced |
| Rakuten Securities, Inc. | 77 | $116.4K | 0.05% | −44−36.4% | Reduced |
| AlphaCentric Advisors LLC | 77 | $116.4K | 0.07% | −11−12.5% | Reduced |
| Glen Eagle Advisors, LLC | 77 | $116.4K | 0.02% | +66+600.0% | Added |
| Global Retirement Partners, LLC | 83 | $125.5K | 0.00% | +50+151.5% | Added |
| Vima LLC | 106 | $139.7K | 0.16% | −12−10.2% | Reduced |
| Blume Capital Management, Inc. | 95 | $143.6K | 0.04% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 98 | $148.2K | 0.02% | −5−4.9% | Reduced |
| Sandy Spring Bank | 100 | $151.2K | 0.01% | −3−2.9% | Reduced |
| POM Investment Strategies, LLC | 100 | $151.2K | 0.12% | 00.0% | Unchanged |
| nVerses Capital, LLC | 100 | $151.2K | 0.36% | – | – |
| Central Trust Co | 101 | $152.7K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 103 | $155.5K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 104 | $157.2K | 0.01% | +8+8.3% | Added |
| Allworth Financial LP | 106 | $160.3K | 0.00% | +25+30.9% | Added |
| Hall Laurie J Trustee | 107 | $162.0K | 0.06% | −13−10.8% | Reduced |