| Brown Brothers Harriman & Co | 884 | $75.0K | 0.00% | +16+1.8% | Added |
| Quadrant Capital Group LLC | 865 | $74.0K | 0.01% | −6−0.7% | Reduced |
| Berman Capital Advisors, LLC | 831 | $70.0K | 0.01% | +51+6.5% | Added |
| Strategic Blueprint, LLC | 804 | $69.0K | 0.01% | +804 | New |
| Capital Advisory Group Advisory Services, LLC | 790 | $67.0K | 0.02% | −75−8.7% | Reduced |
| Washington Trust Co | 780 | $67.0K | 0.00% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 760 | $65.0K | 0.02% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 725 | $62.0K | 0.02% | 00.0% | Unchanged |
| Optimum Investment Advisors | 700 | $60.0K | 0.02% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 690 | $58.8K | 0.00% | +62+9.9% | Added |
| Alpha Paradigm Partners, LLC | 667 | $57.0K | 0.02% | −1,336−66.7% | Reduced |
| Creative Financial Designs Inc | 635 | $54.0K | 0.01% | 00.0% | Unchanged |
| First Command Bank | 622 | $53.0K | 0.01% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 622 | $53.0K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 600 | $51.0K | 0.01% | −33−5.2% | Reduced |
| Horan Securities, Inc. | 602 | $51.0K | 0.04% | +602 | New |
| GPS Wealth Strategies Group, LLC | 569 | $49.0K | 0.01% | +56+10.9% | Added |
| Lindbrook Capital, LLC | 565 | $48.0K | 0.01% | −5−0.9% | Reduced |
| Toth Financial Advisory Corp | 531 | $45.0K | 0.01% | 00.0% | Unchanged |
| Exane Derivatives | 571 | $44.8K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 516 | $44.0K | 0.00% | −168−24.6% | Reduced |
| Baldrige Asset Management LLC | 508 | $43.0K | 0.02% | +508 | New |
| Whittier Trust Co | 491 | $42.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 487 | $41.0K | 0.03% | +156+47.1% | Added |
| Arkadios Wealth Advisors | 476 | $40.0K | 0.00% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 459 | $39.0K | 0.01% | 00.0% | Unchanged |
| CX Institutional | 462 | $39.0K | 0.00% | +177+62.1% | Added |
| Deane Retirement Strategies, Inc. | 451 | $38.0K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 435 | $37.0K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 436 | $37.0K | 0.00% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 437 | $37.0K | 0.01% | 00.0% | Unchanged |
| Firestone Capital Management | 421 | $36.0K | 0.01% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 409 | $35.0K | 0.02% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 395 | $34.0K | 0.00% | −243−38.1% | Reduced |
| 1832 Asset Management L.P. | 400 | $34.0K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 392 | $33.0K | 0.02% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 390 | $33.0K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 375 | $32.0K | 0.00% | +13+3.6% | Added |
| Plante Moran Financial Advisors, LLC | 369 | $31.0K | 0.01% | +369 | New |
| Whittier Trust Co of Nevada Inc | 352 | $30.0K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 337 | $29.0K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 338 | $29.0K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 318 | $27.1K | 0.01% | +33+11.6% | Added |
| FourThought Financial, LLC | 319 | $27.0K | 0.00% | −525−62.2% | Reduced |
| TCI Wealth Advisors, Inc. | 321 | $27.0K | 0.00% | +13+4.2% | Added |
| Liberty Wealth Management LLC | 317 | $27.0K | 0.01% | +211+199.1% | Added |
| CVA Family Office, LLC | 305 | $26.0K | 0.01% | +170+125.9% | Added |
| Northern Oak Wealth Management Inc | 290 | $25.0K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 298 | $25.0K | 0.02% | +28+10.4% | Added |
| Bedel Financial Consulting, Inc. | 276 | $24.0K | 0.01% | 00.0% | Unchanged |
| Brewin Dolphin Wealth Management Ltd | 270 | $23.0K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 274 | $23.0K | 0.01% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 271 | $23.0K | 0.00% | +35+14.8% | Added |
| Fieldpoint Private Securities, LLC | 260 | $21.0K | 0.00% | +110+73.3% | Added |
| Corbenic Partners LLC | 240 | $20.0K | 0.01% | +140+140.0% | Added |
| Paragon Wealth Strategies, LLC | 227 | $19.0K | 0.01% | +227 | New |
| Smithfield Trust Co | 210 | $18.0K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 210 | $18.0K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 212 | $18.0K | 0.00% | +49+30.1% | Added |
| Horizon Financial Services, LLC | 212 | $18.0K | 0.01% | +212 | New |
| Stonebridge Capital Advisors LLC | 200 | $17.0K | 0.00% | −70−25.9% | Reduced |
| Front Row Advisors LLC | 216 | $17.0K | 0.01% | −9−4.0% | Reduced |
| Assetmark, Inc | 201 | $17.0K | 0.00% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 200 | $17.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 195 | $17.0K | 0.00% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 200 | $17.0K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 200 | $17.0K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 200 | $17.0K | 0.00% | +200 | New |
| Anfield Capital Management, LLC | 200 | $17.0K | 0.01% | +200 | New |
| Endurance Wealth Management, Inc. | 197 | $16.0K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 200 | $16.0K | 0.01% | 00.0% | Unchanged |
| Hoover Financial Advisors, Inc. | 187 | $16.0K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 172 | $15.0K | 0.00% | −39−18.5% | Reduced |
| Pin Oak Investment Advisors Inc | 176 | $15.0K | 0.02% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 176 | $15.0K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 170 | $14.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 157 | $14.0K | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 150 | $13.0K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 155 | $13.0K | 0.00% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 150 | $13.0K | 0.00% | +150 | New |
| Carroll Financial Associates, Inc. | 150 | $12.0K | 0.00% | −244−61.9% | Reduced |
| Capital Advisors, Ltd. LLC | 138 | $12.0K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 135 | $12.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 135 | $12.0K | 0.01% | +135 | New |
| Savior LLC | 125 | $11.0K | 0.01% | 00.0% | Unchanged |
| Private Capital Group, LLC | 123 | $11.0K | 0.00% | +16+15.0% | Added |
| Anchor Investment Management, LLC | 120 | $10.2K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 113 | $10.0K | 0.00% | −32−22.1% | Reduced |
| First Horizon Corp | 125 | $10.0K | 0.00% | +11+9.6% | Added |
| Clearstead Advisors, LLC | 122 | $10.0K | 0.00% | +19+18.4% | Added |
| Wealth Quarterback LLC | 111 | $10.0K | 0.01% | +111 | New |
| Tucker Asset Management LLC | 115 | $9.81K | 0.00% | −200−63.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 108 | $9.21K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 106 | $9.04K | 0.00% | 00.0% | Unchanged |
| Laurion Capital Management LP | 110 | $9.00K | 0.00% | −46,420−99.8% | Reduced |
| Country Trust Bank | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 108 | $9.00K | 0.00% | 00.0% | Unchanged |