| Clearstead Advisors, LLC | 389 | $73.0K | 0.00% | +243+166.4% | Added |
| Versant Capital Management, Inc | 363 | $68.0K | 0.02% | 00.0% | Unchanged |
| Cutler Group LP | 340 | $64.0K | 0.00% | +340 | New |
| Cassady Schiller Wealth Management, LLC | 326 | $61.0K | 0.04% | +326 | New |
| Sandy Spring Bank | 318 | $60.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 301 | $57.0K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 300 | $57.0K | 0.02% | 00.0% | Unchanged |
| Caldwell Trust Co | 300 | $56.6K | 0.01% | −25−7.7% | Reduced |
| AdvisorNet Financial, Inc | 295 | $56.0K | 0.00% | +19+6.9% | Added |
| Plante Moran Financial Advisors, LLC | 289 | $55.0K | 0.01% | +34+13.3% | Added |
| Hexagon Capital Partners LLC | 288 | $54.0K | 0.01% | −10−3.4% | Reduced |
| Covestor Ltd | 278 | $53.0K | 0.07% | +278 | New |
| JNBA Financial Advisors | 277 | $52.0K | 0.01% | +1+0.4% | Added |
| Optimum Investment Advisors | 272 | $51.0K | 0.02% | −257−48.6% | Reduced |
| Sargent Bickham Lagudis LLC | 273 | $51.0K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 270 | $50.9K | 0.01% | −20−6.9% | Reduced |
| South State Corp. | 259 | $49.0K | 0.00% | −21−7.5% | Reduced |
| Cribstone Capital Management, LLC | 255 | $48.0K | 0.03% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 250 | $47.0K | 0.02% | 00.0% | Unchanged |
| United Community Bank | 243 | $45.8K | 0.05% | +243 | New |
| Accel Wealth Management | 231 | $44.0K | 0.02% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 287 | $43.0K | 0.03% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 226 | $43.0K | 0.01% | +44+24.2% | Added |
| Concord Wealth Partners | 221 | $42.0K | 0.01% | +197+820.8% | Added |
| Harbor Investment Advisory, LLC | 216 | $41.0K | 0.01% | −211−49.4% | Reduced |
| IFP Advisors, Inc | 209 | $41.0K | 0.00% | +8+4.0% | Added |
| Jones Financial Companies LLLP | 216 | $41.0K | 0.00% | +48+28.6% | Added |
| TD Ameritrade Investment Management, LLC | 216 | $41.0K | 0.00% | +129+148.3% | Added |
| Smithfield Trust Co | 203 | $39.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 205 | $39.0K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 210 | $39.0K | 0.01% | +105+100.0% | Added |
| Artemis Wealth Advisors, LLC | 208 | $39.0K | 0.00% | +208 | New |
| American Research & Management Co. | 200 | $38.0K | 0.01% | −100−33.3% | Reduced |
| Lenox Wealth Advisors, LLC | 200 | $38.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 195 | $37.0K | 0.02% | 00.0% | Unchanged |
| M&R Capital Management Inc | 182 | $34.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 181 | $34.0K | 0.01% | +181 | New |
| Fortitude Advisory Group L.L.C. | 179 | $34.0K | 0.02% | +179 | New |
| Glassman Wealth Services | 175 | $33.0K | 0.01% | −4,365−96.1% | Reduced |
| Motco | 174 | $33.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 173 | $33.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 160 | $30.0K | 0.01% | +160 | New |
| Retirement Planning Co of New England, Inc. | 162 | $30.0K | 0.01% | +162 | New |
| Zions Bancorporation, N.A. | 153 | $29.0K | 0.00% | +47+44.3% | Added |
| Perkins Coie Trust Co | 148 | $28.0K | 0.01% | −550−78.8% | Reduced |
| Ten Capital Wealth Advisors, LLC | 147 | $28.0K | 0.01% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 150 | $28.0K | 0.01% | +150 | New |
| High Net Worth Advisory Group LLC | 142 | $27.0K | 0.01% | +142 | New |
| Whittier Trust Co of Nevada Inc | 140 | $26.0K | 0.00% | +40+40.0% | Added |
| Natixis Investment Managers International | 135 | $25.0K | 0.00% | −970−87.8% | Reduced |
| Quent Capital, LLC | 135 | $25.0K | 0.01% | +135 | New |
| Evermay Wealth Management LLC | 126 | $24.0K | 0.00% | 00.0% | Unchanged |
| Advocacy Wealth Management Services, LLC | 128 | $24.0K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 120 | $23.0K | 0.00% | +120 | New |
| Capital Analysts, LLC | 115 | $22.0K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 110 | $21.0K | 0.02% | +110 | New |
| North Star Investment Management Corp. | 100 | $19.0K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 100 | $19.0K | 0.01% | 00.0% | Unchanged |
| Burleson & Company, LLC | 101 | $19.0K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 102 | $19.0K | 0.01% | 00.0% | Unchanged |
| Hudock, Inc. | 101 | $19.0K | 0.01% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 102 | $19.0K | 0.00% | +4+4.1% | Added |
| Ancora Advisors, LLC | 100 | $19.0K | 0.00% | +100 | New |
| JJJ Advisors Inc. | 92 | $17.0K | 0.01% | −18−16.4% | Reduced |
| Zullo Investment Group, Inc. | 90 | $17.0K | 0.01% | +90 | New |
| Baystate Wealth Management LLC | 86 | $16.0K | 0.00% | −13−13.1% | Reduced |
| First Bank & Trust | 87 | $16.0K | 0.01% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 89 | $16.0K | 0.00% | +89 | New |
| Raffa Wealth Management, LLC | 82 | $15.5K | 0.01% | −50−37.9% | Reduced |
| Earnest Partners LLC | 81 | $15.0K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 82 | $15.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 75 | $14.0K | 0.00% | −3−3.8% | Reduced |
| Prestige Wealth Management Group LLC | 72 | $14.0K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 72 | $13.6K | 0.00% | −34−32.1% | Reduced |
| Snowden Capital Advisors LLC | 74 | $13.0K | 0.00% | −2,577−97.2% | Reduced |
| Lindbrook Capital, LLC | 67 | $13.0K | 0.00% | −12−15.2% | Reduced |
| Montag A & Associates Inc | 68 | $13.0K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 70 | $13.0K | 0.00% | 00.0% | Unchanged |
| Holloway Wealth Management, LLC | – | $12.0K | 0.00% | – | – |
| Selective Wealth Management, Inc. | 64 | $12.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 57 | $11.0K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 59 | $11.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 60 | $11.0K | 0.00% | +46+328.6% | Added |
| Dark Forest Capital Management LP | 57 | $11.0K | 0.00% | +57 | New |
| Sterling Investment Advisors, Ltd. | 55 | $10.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 53 | $10.0K | 0.00% | +16+43.2% | Added |
| Antonetti Capital Management LLC | 50 | $9.00K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 50 | $9.00K | 0.00% | +50 | New |
| Emfo, LLC | 45 | $8.00K | 0.01% | −1,200−96.4% | Reduced |
| Institutional & Family Asset Management, LLC | 45 | $8.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 44 | $8.00K | 0.00% | +5+12.8% | Added |
| Winch Advisory Services, LLC | 36 | $7.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 36 | $7.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 40 | $7.00K | 0.00% | +4+11.1% | Added |
| Brown, Lisle/Cummings, Inc. | 33 | $6.22K | 0.00% | +33 | New |
| Kelly Financial Services LLC | 33 | $6.18K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 32 | $6.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 30 | $6.00K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 26 | $5.00K | 0.00% | −65−71.4% | Reduced |
| Stonebridge Capital Advisors LLC | 25 | $5.00K | 0.00% | −16−39.0% | Reduced |
