| Global Retirement Partners, LLC | 149 | $107.1K | 0.01% | −2−1.3% | Reduced |
| Parkside Financial Bank & Trust | 146 | $104.9K | 0.02% | +8+5.8% | Added |
| Newbridge Financial Services Group, Inc. | 136 | $97.7K | 0.05% | −26−16.0% | Reduced |
| TD Private Client Wealth LLC | 136 | $97.7K | 0.00% | −10−6.8% | Reduced |
| Edmond de Rothschild Holding S.A. | 131 | $94.1K | 0.00% | −34−20.6% | Reduced |
| Godsey & Gibb Associates | 130 | $93.4K | 0.01% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 130 | $93.4K | 0.08% | 00.0% | Unchanged |
| Smithfield Trust Co | 127 | $93.0K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 128 | $92.0K | 0.02% | 00.0% | Unchanged |
| Glassman Wealth Services | 128 | $92.0K | 0.01% | +4+3.2% | Added |
| Coastal Capital Group, Inc. | 123 | $88.4K | 0.02% | 00.0% | Unchanged |
| CVA Family Office, LLC | 123 | $88.4K | 0.02% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 121 | $86.9K | 0.02% | +1+0.8% | Added |
| Financial Management Professionals, Inc. | 117 | $84.0K | 0.01% | +1+0.9% | Added |
| United Community Bank | 115 | $82.6K | 0.07% | +10+9.5% | Added |
| Hall Laurie J Trustee | 110 | $79.0K | 0.03% | 00.0% | Unchanged |
| CKW Financial Group | 110 | $79.0K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 108 | $77.6K | 0.00% | −3−2.7% | Reduced |
| New Vernon Capital Holdings II LLC | 105 | $75.4K | 0.05% | −203−65.9% | Reduced |
| Highlander Capital Management, LLC | 100 | $72.0K | 0.03% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 100 | $71.9K | 0.04% | 00.0% | Unchanged |
| Turim 21 Investimentos Ltda. | 100 | $71.9K | 0.04% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 100 | $71.0K | 0.03% | 00.0% | Unchanged |
| Vestor Capital, LLC | 99 | $71.0K | 0.01% | +99 | New |
| Sittner & Nelson, LLC | 95 | $68.3K | 0.04% | 00.0% | Unchanged |
| TSFG, LLC | 90 | $65.0K | 0.02% | 00.0% | Unchanged |
| Emerald Mutual Fund Advisers Trust | 88 | $63.2K | 0.00% | +88 | New |
| WealthPlan Investment Management, LLC | 87 | $62.5K | 0.02% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 86 | $61.8K | 0.03% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 86 | $61.8K | 0.04% | +2+2.4% | Added |
| WR Wealth Planners, LLC | 85 | $61.1K | 0.02% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 84 | $60.4K | 0.00% | −62,665−99.9% | Reduced |
| Park Place Capital Corp | 80 | $57.5K | 0.02% | −3−3.6% | Reduced |
| Trifecta Capital Advisors, LLC | 78 | $56.0K | 0.02% | +5+6.8% | Added |
| Brown, Lisle/Cummings, Inc. | 75 | $53.9K | 0.02% | 00.0% | Unchanged |
| Riverview Trust Co | 74 | $53.2K | 0.05% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 64 | $53.0K | 0.00% | −174−73.1% | Reduced |
| Western Pacific Wealth Management, LP | 73 | $52.5K | 0.04% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 70 | $50.3K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 69 | $49.6K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 65 | $46.7K | 0.02% | 00.0% | Unchanged |
| Lee Financial Co | 62 | $44.6K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 61 | $44.0K | 0.00% | +58+1,933.3% | Added |
| Core Alternative Capital | 61 | $43.8K | 0.01% | +2+3.4% | Added |
| Rosenberg Matthew Hamilton | 60 | $43.1K | 0.01% | 00.0% | Unchanged |
| Lansing Street Advisors | 60 | $43.1K | 0.03% | 00.0% | Unchanged |
| Castleview Partners, LLC | 59 | $42.4K | 0.04% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 59 | $42.4K | 0.00% | +1+1.7% | Added |
| Ritter Daniher Financial Advisory LLC | 58 | $41.7K | 0.02% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 57 | $41.0K | 0.00% | −33−36.7% | Reduced |
| Bellevue Asset Management, LLC | 57 | $41.0K | 0.03% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 56 | $40.2K | 0.02% | 00.0% | Unchanged |
| Activest Wealth Management | 51 | $40.0K | 0.03% | +51 | New |
| Gleason Group, Inc. | 55 | $39.5K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 55 | $39.5K | 0.01% | +13+31.0% | Added |
| Industrial Alliance Investment Management Inc. | 54 | $39.0K | 0.02% | −6,466−99.2% | Reduced |
| Delos Wealth Advisors, LLC | 54 | $38.8K | 0.05% | 00.0% | Unchanged |
| Grove Bank & Trust | 54 | $38.8K | 0.01% | −9−14.3% | Reduced |
| Carolinas Wealth Consulting LLC | 52 | $37.4K | 0.01% | −16−23.5% | Reduced |
| Zions Bancorporation, N.A. | 52 | $37.4K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 50 | $35.9K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 50 | $35.9K | 0.00% | +5+11.1% | Added |
| BerganKDV Wealth Management, LLC | 49 | $35.2K | 0.00% | +40+444.4% | Added |
| Earnest Partners LLC | 48 | $34.5K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 46 | $33.1K | 0.02% | 00.0% | Unchanged |
| Steward Financial Group LLC | 45 | $32.0K | 0.01% | −12−21.1% | Reduced |
| Global Financial Private Client, LLC | 44 | $31.6K | 0.02% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 43 | $30.9K | 0.00% | −743−94.5% | Reduced |
| Byrne Asset Management LLC | 41 | $29.0K | 0.02% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 37 | $26.6K | 0.01% | −2−5.1% | Reduced |
| Bogart Wealth, LLC | 36 | $25.9K | 0.00% | +6+20.0% | Added |
| Strengthening Families & Communities, LLC | 35 | $25.0K | 0.01% | −1−2.8% | Reduced |
| Clear Street Markets LLC | 35 | $25.0K | 0.01% | +35 | New |
| JFS Wealth Advisors, LLC | 34 | $24.4K | 0.00% | −2−5.6% | Reduced |
| Sutton Wealth Advisors Inc. | 34 | $24.4K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 33 | $24.0K | 0.00% | +33 | New |
| Versant Capital Management, Inc | 32 | $23.0K | 0.01% | +3+10.3% | Added |
| Jackson, Grant Investment Advisers, Inc. | 31 | $22.3K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 31 | $22.3K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 31 | $22.3K | 0.01% | +31 | New |
| Hazlett, Burt & Watson, Inc. | 30 | $22.0K | 0.02% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 30 | $22.0K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 30 | $22.0K | 0.00% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 30 | $21.6K | 0.02% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 29 | $21.1K | 0.01% | +29 | New |
| Rise Advisors, LLC | 25 | $18.0K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 24 | $17.2K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 24 | $17.2K | 0.01% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 23 | $16.5K | 0.01% | +20+666.7% | Added |
| GHP Investment Advisors, Inc. | 20 | $16.1K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 22 | $15.8K | 0.00% | −2−8.3% | Reduced |
| Proequities, Inc. | 22 | $15.8K | 0.00% | +5+29.4% | Added |
| HHM Wealth Advisors, LLC | 20 | $14.4K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 20 | $14.4K | 0.00% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 20 | $14.4K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 20 | $14.4K | 0.00% | +20 | New |
| Oakworth Capital, Inc. | 19 | $13.7K | 0.00% | +19 | New |
| Abound Wealth Management | 19 | $13.4K | 0.01% | +5+35.7% | Added |
| Salem Investment Counselors Inc | 18 | $12.9K | 0.00% | −150−89.3% | Reduced |
| Raffa Wealth Management, LLC | 18 | $12.9K | 0.00% | 00.0% | Unchanged |