| Bartlett & Co. Wealth Management LLC | 656 | $99.2K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 645 | $97.6K | 0.00% | +630+4,200.0% | Added |
| Catalyst Capital Advisors LLC | 623 | $94.2K | 0.00% | +363+139.6% | Added |
| Alexis Investment Partners, LLC | 559 | $84.6K | 0.04% | +559 | New |
| Rosenberg Matthew Hamilton | 526 | $79.6K | 0.02% | +154+41.4% | Added |
| Loomis Sayles & Co L P | 518 | $78.0K | 0.00% | +518 | New |
| Geneos Wealth Management Inc. | 498 | $75.3K | 0.00% | −53−9.6% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 484 | $73.0K | 0.06% | +482+24,100.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 477 | $72.2K | 0.02% | +30+6.7% | Added |
| Capital Advisors, Ltd. LLC | 476 | $72.0K | 0.01% | −2−0.4% | Reduced |
| Covestor Ltd | 477 | $72.0K | 0.05% | +60+14.4% | Added |
| Assetmark, Inc | 474 | $71.7K | 0.00% | +201+73.6% | Added |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 470 | $71.1K | 0.04% | +470 | New |
| Park Place Capital Corp | 469 | $70.9K | 0.02% | 00.0% | Unchanged |
| First United Bank Trust | 465 | $70.3K | 0.03% | 00.0% | Unchanged |
| Whittier Trust Co | 447 | $67.6K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 440 | $66.6K | 0.01% | −244−35.7% | Reduced |
| Coastline Trust Co | 435 | $65.8K | 0.01% | 00.0% | Unchanged |
| Winnow Wealth LLC | 435 | $65.7K | 0.07% | +435 | New |
| Private Trust Co NA | 430 | $65.0K | 0.01% | −260−37.7% | Reduced |
| Bruce G. Allen Investments, LLC | 416 | $62.9K | 0.05% | +289+227.6% | Added |
| Asset Dedication, LLC | 413 | $62.5K | 0.00% | +373+932.5% | Added |
| CoreFirst Bank & Trust | 402 | $60.8K | 0.04% | 00.0% | Unchanged |
| Colonial Trust Co | 399 | $60.4K | 0.01% | +220+122.9% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 380 | $57.5K | 0.02% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 379 | $57.3K | 0.00% | +379 | New |
| Capital Analysts, LLC | 380 | $57.0K | 0.00% | −6−1.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 359 | $54.5K | 0.00% | −32−8.2% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 351 | $53.1K | 0.04% | +351 | New |
| Kestra Investment Management, LLC | 335 | $50.7K | 0.00% | +335 | New |
| Hilltop National Bank | 322 | $48.7K | 0.01% | −51−13.7% | Reduced |
| Cary Street Partners Financial LLC | 316 | $47.8K | 0.00% | +316 | New |
| Front Row Advisors LLC | 310 | $46.9K | 0.02% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 300 | $45.4K | 0.01% | 00.0% | Unchanged |
| Putney Financial Group LLC | 293 | $44.3K | 0.04% | +293 | New |
| True Wealth Design, LLC | 289 | $43.8K | 0.02% | −354−55.1% | Reduced |
| Financially Speaking Inc | 284 | $43.0K | 0.03% | +284 | New |
| Leonteq Securities AG | 274 | $41.4K | 0.00% | −1−0.4% | Reduced |
| Twin Lakes Capital Management, LLC | 270 | $40.8K | 0.03% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 266 | $40.3K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 263 | $39.8K | 0.00% | +11+4.4% | Added |
| Deseret Mutual Benefit Administrators | 256 | $38.7K | 0.02% | 00.0% | Unchanged |
| ORG Partners LLC | 235 | $35.6K | 0.00% | +191+434.1% | Added |
| Core Alternative Capital | 225 | $34.0K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 224 | $33.9K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 220 | $33.3K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 220 | $33.3K | 0.01% | +1+0.5% | Added |
| Holos Integrated Wealth LLC | 214 | $32.4K | 0.02% | +214 | New |
| Piscataqua Savings Bank | 210 | $31.8K | 0.03% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 206 | $31.2K | 0.00% | +206 | New |
| SJS Investment Consulting Inc. | 205 | $31.0K | 0.01% | −5−2.4% | Reduced |
| Tradewinds Capital Management, LLC | 205 | $31.0K | 0.01% | +55+36.7% | Added |
| Atlantic Private Wealth, LLC | 200 | $30.3K | 0.02% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 195 | $29.5K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 192 | $29.0K | 0.01% | +36+23.1% | Added |
| Continuum Advisory, LLC | 190 | $28.7K | 0.00% | +12+6.7% | Added |
| Riverview Trust Co | 187 | $28.3K | 0.03% | +2+1.1% | Added |
| Rise Advisors, LLC | 187 | $28.3K | 0.01% | +4+2.2% | Added |
| University of Texas/Texas Am Investment Managment Co | 186 | $28.1K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 183 | $27.7K | 0.01% | −297−61.9% | Reduced |
| Larson Financial Group LLC | 177 | $26.8K | 0.00% | +107+152.9% | Added |
| Grove Bank & Trust | 175 | $26.5K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 171 | $25.9K | 0.01% | 00.0% | Unchanged |
| Avalon Trust Co | 167 | $25.3K | 0.00% | +42+33.6% | Added |
| GW&K Investment Management, LLC | 156 | $24.0K | 0.00% | −6−3.7% | Reduced |
| JFS Wealth Advisors, LLC | 148 | $22.4K | 0.00% | −9−5.7% | Reduced |
| Synergy Investment Management, LLC | 146 | $22.0K | 0.01% | +146 | New |
| Bell Investment Advisors, Inc | 144 | $21.8K | 0.00% | −5−3.4% | Reduced |
| Golden State Wealth Management, LLC | 144 | $21.8K | 0.00% | +144 | New |
| Prestige Wealth Management Group LLC | 127 | $19.2K | 0.00% | −14−9.9% | Reduced |
| LRI Investments, LLC | 127 | $19.2K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 126 | $19.1K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 122 | $18.5K | 0.01% | +122 | New |
| Midwest Capital Advisors, LLC | 120 | $18.2K | 0.01% | +120 | New |
| Valued Wealth Advisors LLC | 118 | $17.9K | 0.01% | −3−2.5% | Reduced |
| Transcendent Capital Group LLC | 115 | $17.4K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 113 | $17.1K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 115 | $17.0K | 0.01% | +1+0.9% | Added |
| Gables Capital Management Inc. | 107 | $16.2K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 107 | $16.2K | 0.01% | 00.0% | Unchanged |
| Costello Asset Management, INC | 106 | $16.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 105 | $15.9K | 0.00% | +1+1.0% | Added |
| PFS Partners, LLC | 101 | $15.3K | 0.01% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 100 | $15.1K | 0.00% | −4,100−97.6% | Reduced |
| Cetera Trust Company, N.A | 100 | $15.1K | 0.01% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 86 | $13.0K | 0.01% | +18+26.5% | Added |
| Sachetta, LLC | 85 | $12.9K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 85 | $12.9K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 84 | $12.7K | 0.01% | +84 | New |
| Redwood Park Advisors LLC | 84 | $12.7K | 0.01% | +84 | New |
| Montag & Caldwell, LLC | 83 | $12.6K | 0.00% | +83 | New |
| Financial Management Professionals, Inc. | 82 | $12.4K | 0.00% | −15−15.5% | Reduced |
| Hanson & Doremus Investment Management | 81 | $12.0K | 0.00% | +81 | New |
| Zions Bancorporation, N.A. | 76 | $11.5K | 0.00% | −7−8.4% | Reduced |
| Indiana Trust & Investment Management CO | 76 | $11.5K | 0.00% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 74 | $11.2K | 0.01% | +74 | New |
| Human Investing LLC | 73 | $11.0K | 0.00% | +73 | New |
| UMA Financial Services, Inc. | 72 | $10.9K | 0.00% | +72 | New |
| Abound Wealth Management | 70 | $10.6K | 0.00% | −7−9.1% | Reduced |
| Accent Capital Management, LLC | 67 | $10.1K | 0.01% | 00.0% | Unchanged |