| Sandy Spring Bank | 645 | $92.6K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 632 | $91.0K | 0.02% | +632 | New |
| Brown, Lisle/Cummings, Inc. | 625 | $89.7K | 0.05% | 00.0% | Unchanged |
| Allworth Financial LP | 623 | $89.4K | 0.00% | −491−44.1% | Reduced |
| Smithfield Trust Co | 600 | $86.0K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 572 | $82.1K | 0.05% | +572 | New |
| EverSource Wealth Advisors, LLC | 541 | $77.7K | 0.01% | +117+27.6% | Added |
| Gyon Technologies Capital Management, LP | 531 | $76.2K | 0.03% | +531 | New |
| Global Retirement Partners, LLC | 523 | $75.1K | 0.01% | +95+22.2% | Added |
| Sargent Bickham Lagudis LLC | 508 | $72.9K | 0.01% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 505 | $72.5K | 0.00% | −50−9.0% | Reduced |
| Arcadia Investment Management Corp | 500 | $71.8K | 0.02% | 00.0% | Unchanged |
| Umb Bank N A | 492 | $70.0K | 0.00% | +142+40.6% | Added |
| Emfo, LLC | 430 | $61.7K | 0.06% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 427 | $61.3K | 0.01% | +427 | New |
| Psagot Value Holdings Ltd. / (Israel) | 425 | $61.0K | 0.02% | +280+193.1% | Added |
| Affiance Financial, LLC | 423 | $60.7K | 0.02% | +423 | New |
| Lindbrook Capital, LLC | 402 | $57.7K | 0.01% | −45−10.1% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 385 | $55.0K | 0.04% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 380 | $54.5K | 0.02% | +380 | New |
| Symmetry Peak Management LLC | 377 | $54.1K | 0.21% | +377 | New |
| Hollencrest Capital Management | 370 | $53.1K | 0.01% | +370 | New |
| Quent Capital, LLC | 355 | $51.0K | 0.01% | +136+62.1% | Added |
| Whittier Trust Co of Nevada Inc | 320 | $45.9K | 0.00% | +238+290.2% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 300 | $43.1K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 295 | $42.3K | 0.01% | +129+77.7% | Added |
| CoreCap Advisors, LLC | 290 | $41.6K | 0.00% | +290 | New |
| Benjamin F. Edwards & Company, Inc. | 285 | $41.0K | 0.00% | +188+193.8% | Added |
| Sonnipe Ltd | 285 | $40.9K | 0.01% | +285 | New |
| Gradient Investments LLC | 279 | $40.0K | 0.00% | +276+9,200.0% | Added |
| Bogart Wealth, LLC | 270 | $38.8K | 0.00% | +100+58.8% | Added |
| TD Private Client Wealth LLC | 244 | $35.0K | 0.00% | +3+1.2% | Added |
| High Net Worth Advisory Group LLC | 230 | $33.0K | 0.01% | −105−31.3% | Reduced |
| GoalVest Advisory LLC | 224 | $32.2K | 0.02% | +15+7.2% | Added |
| Washington Trust Advisors, Inc. | 219 | $31.4K | 0.00% | −147−40.2% | Reduced |
| Pacer Advisors, Inc. | 219 | $31.4K | 0.00% | +2+0.9% | Added |
| Ronald Blue Trust, Inc. | 180 | $31.0K | 0.00% | −18−9.1% | Reduced |
| Paragon Wealth Strategies, LLC | 208 | $29.9K | 0.04% | +200+2,500.0% | Added |
| GHP Investment Advisors, Inc. | 204 | $29.3K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 201 | $28.9K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 200 | $28.7K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 195 | $28.0K | 0.01% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 197 | $27.2K | 0.01% | +197 | New |
| Fifth Third Bancorp | 185 | $26.6K | 0.00% | −98−34.6% | Reduced |
| VitalStone Financial, LLC | 189 | $26.0K | 0.02% | +189 | New |
| Bell Investment Advisors, Inc | 173 | $24.8K | 0.01% | +32+22.7% | Added |
| Larson Financial Group LLC | 172 | $24.7K | 0.00% | +14+8.9% | Added |
| Delta Asset Management LLC | 170 | $24.4K | 0.00% | +170 | New |
| Concord Wealth Partners | 162 | $23.3K | 0.01% | +162 | New |
| Geneos Wealth Management Inc. | 161 | $23.1K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 156 | $22.4K | 0.00% | −97−38.3% | Reduced |
| Phocas Financial Corp. | 155 | $22.2K | 0.00% | +155 | New |
| Oliver Lagore Vanvalin Investment Group | 153 | $22.0K | 0.01% | +99+183.3% | Added |
| JJJ Advisors Inc. | 154 | $21.9K | 0.01% | −47−23.4% | Reduced |
| Y.D. More Investments Ltd | 525 | $21.2K | 0.01% | +525 | New |
| TCI Wealth Advisors, Inc. | 143 | $20.5K | 0.00% | +2+1.4% | Added |
| Glen Eagle Advisors, LLC | 140 | $20.1K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 142 | $20.0K | 0.02% | +5+3.6% | Added |
| Tradewinds Capital Management, LLC | 135 | $19.4K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 134 | $19.2K | 0.00% | +85+173.5% | Added |
| Tyler-Stone Wealth Management | 130 | $19.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 132 | $18.9K | 0.01% | −43−24.6% | Reduced |
| Heritage Wealth Management, LLC | 132 | $18.9K | 0.00% | +26+24.5% | Added |
| PSI Advisors, LLC | 125 | $17.9K | 0.01% | 00.0% | Unchanged |
| Monetary Management Group Inc | 125 | $17.9K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 122 | $17.5K | 0.01% | 00.0% | Unchanged |
| St Germain D J Co Inc | 120 | $17.2K | 0.01% | +120 | New |
| Level Financial Advisors, Inc. | 115 | $17.0K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 115 | $16.0K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 110 | $16.0K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 106 | $15.2K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 103 | $14.8K | 0.00% | −22−17.6% | Reduced |
| M&R Capital Management Inc | 100 | $14.4K | 0.00% | −100−50.0% | Reduced |
| Godsey & Gibb Associates | 100 | $14.4K | 0.00% | +100 | New |
| EWG Elevate Inc. | 100 | $14.4K | 0.01% | +100 | New |
| PrairieView Partners, LLC | 100 | $14.0K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 100 | $14.0K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 100 | $14.0K | 0.00% | +100 | New |
| SJS Investment Consulting Inc. | 93 | $13.3K | 0.00% | −2−2.1% | Reduced |
| Riverview Trust Co | 90 | $13.0K | 0.01% | +2+2.3% | Added |
| Private Trust Co NA | 94 | $13.0K | 0.00% | +9+10.6% | Added |
| Creative Financial Designs Inc | 90 | $12.9K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 89 | $12.8K | 0.01% | −107−54.6% | Reduced |
| Cary Street Partner Investment Advisory LLC | 85 | $12.2K | 0.00% | +85 | New |
| Financial Freedom, LLC | 83 | $11.9K | 0.01% | +83 | New |
| Zions Bancorporation, N.A. | 81 | $11.6K | 0.00% | −21−20.6% | Reduced |
| Carolinas Wealth Consulting LLC | 77 | $11.1K | 0.00% | +30+63.8% | Added |
| Madden Securities Corp | 77 | $11.1K | 0.01% | +77 | New |
| HighMark Wealth Management LLC | 75 | $10.8K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 75 | $10.8K | 0.01% | +75 | New |
| U.S. Capital Wealth Advisors, LLC | 74 | $10.6K | 0.00% | +74 | New |
| My Personal CFO, LLC | 71 | $10.2K | 0.01% | +71 | New |
| Anchor Investment Management, LLC | 70 | $10.0K | 0.00% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 71 | $10.0K | 0.00% | +71 | New |
| FinTrust Capital Advisors, LLC | 69 | $9.90K | 0.00% | −169−71.0% | Reduced |
| Sutton Wealth Advisors Inc. | 69 | $9.90K | 0.00% | +39+130.0% | Added |
| Carmichael Hill & Associates, Inc. | 68 | $9.76K | 0.01% | −20−22.7% | Reduced |
| Islay Capital Management, LLC | 68 | $9.76K | 0.01% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 67 | $9.62K | 0.00% | −41−38.0% | Reduced |
| Farther Finance Advisors, LLC | 65 | $9.33K | 0.00% | +65 | New |
