| Edmond de Rothschild Holding S.A. | 186 | $4.36K | 0.00% | −471−71.7% | Reduced |
| Cranbrook Wealth Management, LLC | 185 | $4.35K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 180 | $4.23K | 0.00% | −71−28.3% | Reduced |
| Aspire Private Capital, LLC | 176 | $4.14K | 0.00% | −23−11.6% | Reduced |
| Hoey Investments, Inc | 173 | $4.07K | 0.00% | −2−1.1% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 160 | $4.00K | 0.00% | −3,375−95.5% | Reduced |
| Financial Management Professionals, Inc. | 150 | $4.00K | 0.00% | −47−23.9% | Reduced |
| Banque Cantonale Vaudoise | 190 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 184 | $4.00K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 142 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 164 | $3.86K | 0.00% | −575−77.8% | Reduced |
| Bellevue Asset Management, LLC | 161 | $3.79K | 0.00% | +1+0.6% | Added |
| Pinnacle Bancorp, Inc. | 158 | $3.72K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 154 | $3.63K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 154 | $3.62K | 0.00% | −29−15.8% | Reduced |
| Pittenger & Anderson Inc | 150 | $3.53K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 149 | $3.50K | 0.00% | −273−64.7% | Reduced |
| Newbridge Financial Services Group, Inc. | 149 | $3.50K | 0.00% | −35−19.0% | Reduced |
| Piscataqua Savings Bank | 146 | $3.43K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 143 | $3.36K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 141 | $3.31K | 0.00% | +4+2.9% | Added |
| AllSquare Wealth Management LLC | 137 | $3.22K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 135 | $3.17K | 0.00% | −140−50.9% | Reduced |
| Pointe Capital Management LLC | 134 | $3.15K | 0.00% | +134 | New |
| JJJ Advisors Inc. | 132 | $3.14K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 133 | $3.13K | 0.00% | −30−18.4% | Reduced |
| Annapolis Financial Services, LLC | 132 | $3.10K | 0.00% | −13−9.0% | Reduced |
| Cassady Schiller Wealth Management, LLC | 129 | $3.03K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 149 | $3.00K | 0.00% | −15−9.1% | Reduced |
| Hanson & Doremus Investment Management | 124 | $3.00K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 125 | $3.00K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 127 | $2.99K | 0.00% | +127 | New |
| Baker Avenue Asset Management, LP | 126 | $2.96K | 0.00% | +42+50.0% | Added |
| Pacific Center for Financial Services | 122 | $2.87K | 0.00% | +122 | New |
| West Financial Advisors, LLC | 120 | $2.82K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 119 | $2.80K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 117 | $2.75K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 116 | $2.73K | 0.00% | +13+12.6% | Added |
| Nalls Sherbakoff Group, LLC | 114 | $2.63K | 0.00% | +114 | New |
| Ten Capital Wealth Advisors, LLC | 109 | $2.56K | 0.00% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 109 | $2.56K | 0.00% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 104 | $2.45K | 0.00% | +104 | New |
| West Oak Capital, LLC | 102 | $2.40K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 101 | $2.37K | 0.00% | +15+17.4% | Added |
| Duncker Streett & Co Inc | 100 | $2.35K | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 100 | $2.35K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 100 | $2.35K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 99 | $2.34K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 99 | $2.33K | 0.00% | +3+3.1% | Added |
| Institutional & Family Asset Management, LLC | 99 | $2.33K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 98 | $2.31K | 0.00% | +1+1.0% | Added |
| Kelly Financial Services LLC | 98 | $2.30K | 0.00% | +1+1.0% | Added |
| First Personal Financial Services | 97 | $2.28K | 0.00% | −300−75.6% | Reduced |
| Versant Capital Management, Inc | 95 | $2.23K | 0.00% | −2−2.1% | Reduced |
| Carmel Capital Partners, LLC | 94 | $2.21K | 0.00% | +94 | New |
| Bogart Wealth, LLC | 92 | $2.17K | 0.00% | −5−5.2% | Reduced |
| BDO Wealth Advisors, LLC | 89 | $2.09K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 74 | $2.00K | 0.00% | −255−77.5% | Reduced |
| Vigilant Capital Management, LLC | 105 | $2.00K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 104 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 72 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 98 | $2.00K | 0.00% | +16+19.5% | Added |
| ZRC Wealth Management, LLC | 83 | $1.94K | 0.00% | +83 | New |
| Thompson Investment Management, Inc. | 82 | $1.93K | 0.00% | +82 | New |
| PSI Advisors, LLC | 80 | $1.89K | 0.00% | −170−68.0% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 80 | $1.88K | 0.00% | +1+1.3% | Added |
| First Command Bank | 76 | $1.79K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 76 | $1.79K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 74 | $1.74K | 0.00% | +1+1.4% | Added |
| Park Place Capital Corp | 70 | $1.65K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 68 | $1.60K | 0.00% | +1+1.5% | Added |
| Disciplined Investments, LLC | 65 | $1.53K | 0.00% | −10−13.3% | Reduced |
| Kalos Management, Inc. | 60 | $1.41K | 0.00% | +60 | New |
| Beaird Harris Wealth Management, LLC | 59 | $1.39K | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 59 | $1.39K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 58 | $1.36K | 0.01% | 00.0% | Unchanged |
| Horan Securities, Inc. | 53 | $1.24K | 0.00% | +1+1.9% | Added |
| Mark Sheptoff Financial Planning, LLC | 51 | $1.20K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 50 | $1.18K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 43 | $1.01K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 62 | $1.00K | 0.00% | −5−7.5% | Reduced |
| McClarren Financial Advisors, Inc. | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 43 | $1.00K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 25 | $1.00K | 0.00% | −1−3.8% | Reduced |
| KB Financial Partners, LLC | 25 | $1.00K | 0.00% | −1−3.8% | Reduced |
| Cowen Prime Advisors LLC | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 44 | $1.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 47 | $1.00K | 0.00% | +34+261.5% | Added |
| Toth Financial Advisory Corp | 42 | $988 | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 42 | $988 | 0.00% | +2+5.0% | Added |
| Horizons Wealth Management | 42 | $988 | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 41 | $966 | 0.00% | 00.0% | Unchanged |
| American State Bank (Iowa) | 41 | $964 | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 41 | $955 | 0.00% | +1+2.5% | Added |
| Grey Fox Wealth Advisors, LLC | 40 | $946 | 0.00% | +14+53.8% | Added |
| Jones Financial Companies LLLP | 40 | $941 | 0.00% | −192−82.8% | Reduced |
| NVWM, LLC | 40 | $941 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 39 | $918 | 0.00% | 00.0% | Unchanged |