| EverSource Wealth Advisors, LLC | 294 | $63.0K | 0.01% | −284−49.1% | Reduced |
| Vigilant Capital Management, LLC | 289 | $63.0K | 0.01% | +161+125.8% | Added |
| Larson Financial Group LLC | 284 | $62.0K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 257 | $62.0K | 0.03% | +104+68.0% | Added |
| Glassman Wealth Services | 279 | $60.0K | 0.01% | +30+12.0% | Added |
| Column Capital Advisors, LLC | 271 | $59.0K | 0.01% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 269 | $58.0K | 0.06% | +269 | New |
| Achmea Investment Management B.V. | 263 | $57.0K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 264 | $57.0K | 0.02% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 262 | $57.0K | 0.01% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 261 | $57.0K | 0.02% | +41+18.6% | Added |
| Baystate Wealth Management LLC | 252 | $55.0K | 0.01% | +120+90.9% | Added |
| DT Investment Partners, LLC | 253 | $55.0K | 0.01% | +253 | New |
| Exos TFP Holdings LLC | 256 | $55.0K | 0.03% | +256 | New |
| Monetary Management Group Inc | 250 | $54.0K | 0.02% | +250 | New |
| McIlrath & Eck, LLC | 241 | $52.0K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 238 | $52.0K | 0.00% | +18+8.2% | Added |
| TCTC Holdings, LLC | 226 | $49.0K | 0.00% | +14+6.6% | Added |
| KB Financial Partners, LLC | 221 | $48.0K | 0.02% | −11−4.7% | Reduced |
| Blue Bell Private Wealth Management, LLC | 220 | $48.0K | 0.02% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 217 | $47.0K | 0.01% | −900−80.6% | Reduced |
| Blume Capital Management, Inc. | 200 | $43.0K | 0.02% | −35−14.9% | Reduced |
| Disciplined Investments, LLC | 194 | $42.0K | 0.02% | −40−17.1% | Reduced |
| Essex Investment Management Co LLC | 187 | $40.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 184 | $40.0K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 181 | $39.0K | 0.04% | 00.0% | Unchanged |
| CVA Family Office, LLC | 180 | $39.0K | 0.01% | +40+28.6% | Added |
| Contravisory Investment Management, Inc. | 175 | $38.0K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 170 | $37.0K | 0.50% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 171 | $37.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 169 | $37.0K | 0.00% | +87+106.1% | Added |
| GeoWealth Management, LLC | 148 | $33.0K | 0.00% | −929−86.3% | Reduced |
| Zions Bancorporation, N.A. | 152 | $33.0K | 0.00% | −5−3.2% | Reduced |
| Pflug Koory, LLC | 150 | $32.0K | 0.02% | 00.0% | Unchanged |
| Lee Financial Co | 144 | $32.0K | 0.01% | +7+5.1% | Added |
| Montag A & Associates Inc | 146 | $32.0K | 0.00% | +146 | New |
| Clean Yield Group | 142 | $31.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 140 | $30.0K | 0.00% | −164−53.9% | Reduced |
| GHP Investment Advisors, Inc. | 138 | $30.0K | 0.00% | −28−16.9% | Reduced |
| Atwood & Palmer Inc | 135 | $29.0K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 132 | $29.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 127 | $29.0K | 0.00% | +58+84.1% | Added |
| Selective Wealth Management, Inc. | 125 | $27.0K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 123 | $27.0K | 0.01% | +40+48.2% | Added |
| Kistler-Tiffany Companies, LLC | 125 | $27.0K | 0.01% | +125 | New |
| Cowa, LLC | 124 | $27.0K | 0.02% | +124 | New |
| Wolff Wiese Magana LLC | 121 | $26.0K | 0.02% | −688−85.0% | Reduced |
| Beacon Capital Management, LLC | 116 | $26.0K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 116 | $25.0K | 0.00% | +21+22.1% | Added |
| JFS Wealth Advisors, LLC | 111 | $24.0K | 0.00% | −27−19.6% | Reduced |
| West Paces Advisors Inc. | 105 | $22.7K | 0.01% | 00.0% | Unchanged |
| McMillion Capital Management Inc | 102 | $22.0K | 0.02% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 100 | $22.0K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 101 | $22.0K | 0.00% | +15+17.4% | Added |
| Zullo Investment Group, Inc. | 100 | $22.0K | 0.01% | +60+150.0% | Added |
| Core Alternative Capital | 93 | $20.0K | 0.00% | +1+1.1% | Added |
| Horan Securities, Inc. | 92 | $20.0K | 0.01% | +91+9,100.0% | Added |
| Pinnacle Bancorp, Inc. | 87 | $19.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 86 | $19.0K | 0.00% | +23+36.5% | Added |
| Arlington Partners LLC | 82 | $18.0K | 0.01% | −318−79.5% | Reduced |
| Oakworth Capital, Inc. | 82 | $18.0K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 70 | $17.9K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 70 | $16.0K | 0.00% | −6−7.9% | Reduced |
| Tyler-Stone Wealth Management | 76 | $16.0K | 0.01% | 00.0% | Unchanged |
| Axim Planning & Wealth | 72 | $16.0K | 0.02% | +38+111.8% | Added |
| SRS Capital Advisors, Inc. | 73 | $16.0K | 0.00% | +56+329.4% | Added |
| Optimum Investment Advisors | 75 | $16.0K | 0.01% | +75 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 73 | $15.0K | 0.00% | −265−78.4% | Reduced |
| Founders Capital Management | 71 | $15.0K | 0.01% | 00.0% | Unchanged |
| John W. Brooker & Co., CPAs | 71 | $15.0K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 70 | $15.0K | 0.00% | +50+250.0% | Added |
| NewSquare Capital LLC | 70 | $15.0K | 0.00% | +70 | New |
| Sound Income Strategies, LLC | 68 | $15.0K | 0.00% | +68 | New |
| Schubert & Co | 64 | $14.0K | 0.01% | +11+20.8% | Added |
| Cypress Capital Management LLC (WY) | 61 | $13.0K | 0.02% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 59 | $13.0K | 0.00% | −1−1.7% | Reduced |
| Johnson Financial Group, Inc. | 59 | $13.0K | 0.00% | +54+1,080.0% | Added |
| Carmichael Hill & Associates, Inc. | 60 | $13.0K | 0.01% | +60 | New |
| Eagle Bay Advisors LLC | 58 | $12.0K | 0.01% | −8−12.1% | Reduced |
| Cedar Mountain Advisors, LLC | 57 | $12.0K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 56 | $12.0K | 0.00% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 55 | $12.0K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 55 | $12.0K | 0.01% | +55 | New |
| Financial Management Professionals, Inc. | 50 | $11.0K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 50 | $11.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 50 | $11.0K | 0.00% | +1+2.0% | Added |
| Castle Wealth Management LLC | 50 | $11.0K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 53 | $11.0K | 0.01% | −70−56.9% | Reduced |
| RWM Asset Management, LLC | 45 | $10.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 44 | $10.0K | 0.00% | +6+15.8% | Added |
| Central Bank & Trust Co | 48 | $10.0K | 0.00% | +22+84.6% | Added |
| Capital Advisors, Ltd. LLC | 45 | $10.0K | 0.00% | +40+800.0% | Added |
| Sutton Wealth Advisors Inc. | 42 | $9.09K | 0.00% | −6−12.5% | Reduced |
| Stuart Chaussee & Associates, Inc. | 38 | $8.00K | 0.02% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 35 | $8.00K | 0.00% | +35 | New |
| Sargent Bickham Lagudis LLC | 31 | $7.00K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 32 | $7.00K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 31 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 28 | $6.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 28 | $6.00K | 0.01% | 00.0% | Unchanged |