| Canton Hathaway, LLC | 69 | $32.0K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 66 | $30.4K | 0.01% | −80−54.8% | Reduced |
| Grayhawk Investment Strategies Inc. | 66 | $30.4K | 0.02% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 66 | $30.4K | 0.01% | +66 | New |
| Independence Bank of Kentucky | 65 | $29.9K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 64 | $29.5K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 64 | $29.4K | 0.02% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 63 | $29.0K | 0.01% | −10−13.7% | Reduced |
| First United Bank Trust | 62 | $28.6K | 0.01% | +62 | New |
| Ofi Invest Asset Management | 68 | $28.4K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 59 | $27.2K | 0.01% | +14+31.1% | Added |
| Covestor Ltd | 58 | $27.0K | 0.02% | −111−65.7% | Reduced |
| Solstein Capital, LLC | 58 | $26.7K | 0.02% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 57 | $26.0K | 0.02% | +57 | New |
| Oakworth Capital, Inc. | 56 | $25.8K | 0.00% | −30−34.9% | Reduced |
| Sachetta, LLC | 54 | $24.9K | 0.01% | +54 | New |
| Pacific Center for Financial Services | 50 | $23.0K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 50 | $23.0K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 50 | $23.0K | 0.01% | +45+900.0% | Added |
| Gables Capital Management Inc. | 49 | $22.6K | 0.01% | −100−67.1% | Reduced |
| Salomon & Ludwin, LLC | 57 | $22.2K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 46 | $21.3K | 0.00% | −11−19.3% | Reduced |
| Center for Financial Planning, Inc. | 46 | $21.2K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 43 | $20.0K | 0.00% | +6+16.2% | Added |
| Financial Synergies Wealth Advisors, Inc. | 65 | $18.9K | 0.00% | −44−40.4% | Reduced |
| BFSG, LLC | 41 | $18.9K | 0.00% | +41 | New |
| Hobbs Group Advisors, LLC | 39 | $18.0K | 0.01% | +39 | New |
| Cullen/Frost Bankers, Inc. | 38 | $17.5K | 0.00% | 00.0% | Unchanged |
| Magellan Asset Management Ltd | 38 | $17.5K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 36 | $16.6K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 36 | $16.6K | 0.00% | +12+50.0% | Added |
| Caitlin John, LLC | 35 | $16.3K | 0.01% | +35 | New |
| Coppell Advisory Solutions LLC | 35 | $16.1K | 0.00% | −105−75.0% | Reduced |
| Harbor Investment Advisory, LLC | 33 | $15.2K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 31 | $14.3K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 30 | $13.9K | 0.00% | +30 | New |
| Cornerstone Planning Group LLC | 28 | $12.9K | 0.00% | −4−12.5% | Reduced |
| Abound Wealth Management | 26 | $12.0K | 0.00% | +3+13.0% | Added |
| Raffa Wealth Management, LLC | 25 | $11.5K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 25 | $11.5K | 0.01% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 25 | $11.5K | 0.00% | +12+92.3% | Added |
| Kathleen S. Wright Associates Inc. | 24 | $11.1K | 0.01% | 00.0% | Unchanged |
| Northwest Financial Advisors | 22 | $10.2K | 0.01% | +22 | New |
| Wolff Wiese Magana LLC | 22 | $10.1K | 0.01% | −15−40.5% | Reduced |
| Fortis Group Advisors, LLC | 22 | $10.1K | 0.00% | +11+100.0% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 22 | $10.0K | 0.00% | +12+120.0% | Added |
| Archer Investment Corp | 21 | $9.68K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 21 | $9.68K | 0.00% | +4+23.5% | Added |
| Silicon Valley Capital Partners | 20 | $9.28K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 18 | $8.29K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 17 | $7.83K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 16 | $7.37K | 0.00% | −2−11.1% | Reduced |
| Castleview Partners, LLC | 16 | $7.37K | 0.01% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 16 | $7.37K | 0.01% | +16 | New |
| Team Financial Group, LLC | 16 | $7.17K | 0.01% | +1+6.7% | Added |
| Avion Wealth | 15 | $7.00K | 0.00% | −2−11.8% | Reduced |
| Roble, Belko & Company, Inc | 15 | $7.00K | 0.00% | +15 | New |
| SJS Investment Consulting Inc. | 15 | $6.91K | 0.00% | −1−6.3% | Reduced |
| Fortitude Family Office, LLC | 15 | $6.91K | 0.01% | +15 | New |
| DiNuzzo Private Wealth, Inc. | 15 | $6.91K | 0.00% | +15 | New |
| Cetera Trust Company, N.A | 15 | $6.91K | 0.00% | +15 | New |
| USA Financial Portformulas Corp | 14 | $6.45K | 0.00% | −585−97.7% | Reduced |
| Bell Investment Advisors, Inc | 13 | $5.99K | 0.00% | −1−7.1% | Reduced |
| Bangor Savings Bank | 13 | $5.99K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 12 | $5.53K | 0.00% | −2−14.3% | Reduced |
| Hexagon Capital Partners LLC | 12 | $5.53K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 12 | $5.53K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 12 | $5.53K | 0.00% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 12 | $5.53K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 12 | $5.53K | 0.00% | +2+20.0% | Added |
| ICA Group Wealth Management, LLC | 11 | $5.07K | 0.00% | +11 | New |
| First Community Trust NA | 10 | $4.61K | 0.00% | 00.0% | Unchanged |
| Motco | 10 | $4.61K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 9 | $4.15K | 0.00% | +9 | New |
| Dunhill Financial, LLC | 9 | $4.12K | 0.00% | +9 | New |
| Long Island Wealth Management, Inc. | 8 | $4.00K | 0.00% | +8 | New |
| Ibex Wealth Advisors | 9 | $3.99K | 0.87% | −8,161−99.9% | Reduced |
| Venturi Wealth Management, LLC | 8 | $3.69K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 8 | $3.69K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 8 | $3.69K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 8 | $3.69K | 0.00% | +8 | New |
| ClariVest Asset Management LLC | 7 | $3.23K | 0.00% | +5+250.0% | Added |
| JJJ Advisors Inc. | 7 | $3.23K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 7 | $3.23K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 6 | $2.76K | 0.00% | +6 | New |
| North Star Investment Management Corp. | 5 | $2.30K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 5 | $2.30K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 5 | $2.30K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 5 | $2.30K | 0.00% | +5 | New |
| O'Dell Group, LLC | 4 | $1.86K | 0.00% | +4 | New |
| TFC Financial Management | 4 | $1.84K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 4 | $1.56K | 0.00% | +4 | New |
| Semmax Financial Advisors Inc. | 3 | $1.55K | 0.00% | 00.0% | Unchanged |
| Ables, Iannone, Moore & Associates, Inc. | 3 | $1.38K | 0.00% | +3 | New |
| PEAK6 Investments LLC | 3 | $1.17K | 0.00% | +1+50.0% | Added |
| Transamerica Financial Advisors, Inc. | 2 | $1.00K | 0.00% | −7−77.8% | Reduced |
| TSFG, LLC | 2 | $1.00K | 0.00% | −6−75.0% | Reduced |
| Frazier Financial Advisors, LLC | 2 | $922 | 0.00% | +2 | New |
| American Capital Advisory, LLC | 2 | $922 | 0.00% | +2 | New |
| Tfo-TDC, LLC | 2 | $921 | 0.00% | −99−98.0% | Reduced |
