| Benjamin F. Edwards & Company, Inc. | 493 | $55.0K | 0.00% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 472 | $53.2K | 0.00% | +472 | New |
| Resources Management Corp | 472 | $53.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 474 | $52.9K | 0.00% | +57+13.7% | Added |
| Rothschild Investment LLC | 471 | $52.5K | 0.00% | +471 | New |
| CVA Family Office, LLC | 452 | $50.4K | 0.01% | +452 | New |
| Pinnacle Financial Partners Inc | 442 | $49.3K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 434 | $48.4K | 0.00% | −10−2.3% | Reduced |
| JFS Wealth Advisors, LLC | 432 | $48.2K | 0.00% | +24+5.9% | Added |
| Operose Advisors LLC | 415 | $46.3K | 0.02% | −609−59.5% | Reduced |
| Parkside Financial Bank & Trust | 414 | $46.2K | 0.01% | −7−1.7% | Reduced |
| Kapitalo Investimentos Ltda | 407 | $45.4K | 0.01% | −39−8.7% | Reduced |
| Trust Co | 379 | $42.3K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 377 | $42.0K | 0.00% | −105−21.8% | Reduced |
| TD Capital Management LLC | 377 | $42.0K | 0.00% | +2+0.5% | Added |
| Laurel Wealth Advisors LLC | 364 | $40.6K | 0.01% | +1+0.3% | Added |
| Advisors Asset Management, Inc. | 346 | $38.6K | 0.00% | +43+14.2% | Added |
| Moisand Fitzgerald Tamayo, LLC | 342 | $38.1K | 0.01% | −264−43.6% | Reduced |
| RFP Financial Group LLC | 323 | $36.0K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 321 | $36.0K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 300 | $33.5K | 0.01% | +300 | New |
| Westpac Banking Corp | 296 | $33.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 292 | $32.6K | 0.01% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 268 | $29.9K | 0.01% | +268 | New |
| Riggs Asset Managment Co. Inc. | 250 | $27.9K | 0.01% | 00.0% | Unchanged |
| Bray Capital Advisors | 250 | $27.9K | 0.01% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 265 | $26.7K | 0.00% | +12+4.7% | Added |
| Zions Bancorporation, N.A. | 239 | $26.6K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 232 | $26.0K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 193 | $21.5K | 0.02% | +193 | New |
| Deseret Mutual Benefit Administrators | 192 | $21.4K | 0.01% | −51−21.0% | Reduced |
| Valley National Advisers Inc | 187 | $20.0K | 0.00% | +10+5.6% | Added |
| Naples Money Management LLC | 174 | $19.4K | 0.02% | +174 | New |
| CarsonAllaria Wealth Management, Ltd. | 172 | $19.2K | 0.01% | +1+0.6% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 174 | $19.0K | 0.01% | +174 | New |
| Bokf, NA | 166 | $18.5K | 0.00% | +150+937.5% | Added |
| First Community Trust NA | 163 | $18.2K | 0.02% | 00.0% | Unchanged |
| Glassman Wealth Services | 154 | $17.2K | 0.00% | +13+9.2% | Added |
| Princeton Global Asset Management LLC | 145 | $16.2K | 0.00% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 140 | $15.6K | 0.01% | +60+75.0% | Added |
| Bell Investment Advisors, Inc | 137 | $15.3K | 0.00% | +15+12.3% | Added |
| Covestor Ltd | 135 | $15.0K | 0.01% | −73−35.1% | Reduced |
| New Millennium Group LLC | 132 | $14.8K | 0.01% | 00.0% | Unchanged |
| Birchbrook, Inc. | 131 | $14.6K | 0.01% | +131 | New |
| Manchester Capital Management LLC | 128 | $14.3K | 0.00% | +109+573.7% | Added |
| LGT Financial Advisors LLC | 124 | $13.8K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 121 | $13.5K | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 120 | $13.4K | 0.00% | +120 | New |
| Smithfield Trust Co | 120 | $13.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 111 | $12.4K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 110 | $12.3K | 0.00% | −2−1.8% | Reduced |
| MV Capital Management, Inc. | 110 | $12.3K | 0.00% | +20+22.2% | Added |
| Fortitude Family Office, LLC | 103 | $11.5K | 0.01% | +103 | New |
| Hobbs Group Advisors, LLC | 90 | $10.0K | 0.00% | +90 | New |
| GW&K Investment Management, LLC | 92 | $10.0K | 0.00% | +4+4.5% | Added |
| Hexagon Capital Partners LLC | 89 | $9.92K | 0.00% | −4−4.3% | Reduced |
| Private Trust Co NA | 86 | $9.59K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 85 | $9.48K | 0.00% | +64+304.8% | Added |
| Clearstead Advisors, LLC | 79 | $8.81K | 0.00% | +52+192.6% | Added |
| Quent Capital, LLC | 78 | $8.70K | 0.00% | +23+41.8% | Added |
| Global Wealth Management Investment Advisory, Inc. | 75 | $8.36K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 72 | $8.03K | 0.00% | +72 | New |
| Cullen/Frost Bankers, Inc. | 71 | $7.92K | 0.00% | −157−68.9% | Reduced |
| Beaird Harris Wealth Management, LLC | 68 | $7.58K | 0.00% | +68 | New |
| Glen Eagle Advisors, LLC | 66 | $7.36K | 0.00% | −44−40.0% | Reduced |
| Creative Financial Designs Inc | 66 | $7.36K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 59 | $7.00K | 0.00% | −48−44.9% | Reduced |
| Venturi Wealth Management, LLC | 59 | $6.58K | 0.00% | +46+353.8% | Added |
| Aspect Partners, LLC | 57 | $6.36K | 0.00% | +57 | New |
| Washington Trust Co | 50 | $5.58K | 0.00% | +50 | New |
| Copeland Capital Management, LLC | 49 | $5.46K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 45 | $5.00K | 0.00% | +45 | New |
| Private Wealth Management Group, LLC | 42 | $4.68K | 0.00% | +42 | New |
| SOA Wealth Advisors, LLC. | 41 | $4.58K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 40 | $4.51K | 0.00% | −1−2.4% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 40 | $4.46K | 0.00% | +16+66.7% | Added |
| Raleigh Capital Management Inc. | 39 | $4.32K | 0.00% | +35+875.0% | Added |
| Key Financial Inc | 37 | $4.13K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 32 | $4.00K | 0.00% | +30+1,500.0% | Added |
| Long Island Wealth Management, Inc. | 32 | $4.00K | 0.00% | +32 | New |
| Sachetta, LLC | 34 | $3.80K | 0.00% | +34 | New |
| McIlrath & Eck, LLC | 33 | $3.66K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 30 | $3.35K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 30 | $3.31K | 0.00% | +15+100.0% | Added |
| Abound Wealth Management | 29 | $3.23K | 0.00% | +1+3.6% | Added |
| SJS Investment Consulting Inc. | 27 | $3.01K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 25 | $2.79K | 0.00% | +3+13.6% | Added |
| DiNuzzo Private Wealth, Inc. | 25 | $2.79K | 0.00% | +25 | New |
| Geneos Wealth Management Inc. | 21 | $2.34K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 19 | $2.13K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 19 | $2.12K | 0.00% | +19 | New |
| Jackson, Grant Investment Advisers, Inc. | 18 | $2.01K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 18 | $2.01K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 15 | $2.00K | 0.00% | +5+50.0% | Added |
| Harbour Investments, Inc. | 17 | $1.90K | 0.00% | +9+112.5% | Added |
| C M Bidwell & Associates Ltd | 16 | $1.78K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 14 | $1.59K | 0.00% | +14 | New |
| Sandy Spring Bank | 14 | $1.56K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 12 | $1.38K | 0.00% | −2−14.3% | Reduced |
