| Clearstead Advisors, LLC | 380 | $63.0K | 0.00% | +191+101.1% | Added |
| Carroll Financial Associates, Inc. | 383 | $63.0K | 0.00% | +259+208.9% | Added |
| Spectrum Management Group, LLC | 376 | $62.0K | 0.01% | +376 | New |
| Focused Wealth Management, Inc | 357 | $59.0K | 0.01% | +2+0.6% | Added |
| SRS Capital Advisors, Inc. | 358 | $59.0K | 0.01% | +25+7.5% | Added |
| Accel Wealth Management | 326 | $54.0K | 0.03% | 00.0% | Unchanged |
| Arlington Partners LLC | 319 | $53.0K | 0.02% | +319 | New |
| Graves-Light Private Wealth Management, Inc. | 318 | $52.0K | 0.01% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 313 | $52.0K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 298 | $49.0K | 0.00% | −99−24.9% | Reduced |
| State of Wyoming | 290 | $48.0K | 0.03% | −309−51.6% | Reduced |
| Private Ocean, LLC | 288 | $47.0K | 0.01% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 272 | $45.0K | 0.00% | +1+0.4% | Added |
| Tompkins Financial Corp | 271 | $45.0K | 0.01% | +271 | New |
| Clearview Wealth Advisors LLC | 258 | $43.0K | 0.03% | −55−17.6% | Reduced |
| Toth Financial Advisory Corp | 260 | $43.0K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 255 | $42.0K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 250 | $41.0K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 250 | $41.0K | 0.01% | 00.0% | Unchanged |
| Hudock, Inc. | 227 | $37.0K | 0.01% | −14−5.8% | Reduced |
| HM Payson & Co | 224 | $37.0K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 227 | $37.0K | 0.01% | +40+21.4% | Added |
| Independence Bank of Kentucky | 215 | $35.0K | 0.02% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 207 | $34.0K | 0.01% | −273−56.9% | Reduced |
| Evermay Wealth Management LLC | 200 | $33.0K | 0.01% | −125−38.5% | Reduced |
| Bedel Financial Consulting, Inc. | 200 | $33.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 187 | $31.0K | 0.00% | +2+1.1% | Added |
| McIlrath & Eck, LLC | 170 | $28.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 165 | $27.0K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 165 | $27.0K | 0.02% | 00.0% | Unchanged |
| Burleson & Company, LLC | 162 | $27.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 158 | $26.0K | 0.00% | −4−2.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 156 | $25.0K | 0.00% | +4+2.6% | Added |
| Endurance Wealth Management, Inc. | 150 | $25.0K | 0.00% | 00.0% | Unchanged |
| Guidance Point Advisors, LLC | 153 | $25.0K | 0.01% | +153 | New |
| Robbins Farley LLC | 153 | $25.0K | 0.02% | +153 | New |
| Creative Financial Designs Inc | 145 | $24.0K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 148 | $24.0K | 0.01% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 144 | $23.0K | 0.00% | +144 | New |
| Sterling Investment Advisors, Ltd. | 134 | $22.0K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 125 | $21.0K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 128 | $21.0K | 0.00% | +28+28.0% | Added |
| Asset Dedication, LLC | 130 | $21.0K | 0.00% | +30+30.0% | Added |
| Liberty Wealth Management LLC | 123 | $21.0K | 0.01% | +22+21.8% | Added |
| IMA Wealth, Inc. | 120 | $20.0K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 122 | $20.0K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 120 | $20.0K | 0.01% | 00.0% | Unchanged |
| Estabrook Capital Management | 120 | $19.8K | 0.00% | −120−50.0% | Reduced |
| Lenox Wealth Advisors, LLC | 114 | $19.0K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 111 | $18.0K | 0.01% | +50+82.0% | Added |
| Holloway Wealth Management, LLC | – | $17.0K | 0.01% | – | – |
| Winch Advisory Services, LLC | 102 | $17.0K | 0.01% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 99 | $16.0K | 0.00% | −2−2.0% | Reduced |
| First National Bank of South Miami | 100 | $16.0K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 100 | $16.0K | 0.01% | −2−2.0% | Reduced |
| Lindbrook Capital, LLC | 92 | $15.0K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 88 | $15.0K | 0.00% | +27+44.3% | Added |
| Ibex Wealth Advisors | 90 | $15.0K | 0.00% | +90 | New |
| Lake Point Wealth Management | 87 | $14.0K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 85 | $14.0K | 0.01% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 80 | $13.0K | 0.00% | +80 | New |
| NewSquare Capital LLC | 75 | $12.0K | 0.00% | −25−25.0% | Reduced |
| Tarbox Family Office, Inc. | 72 | $12.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 63 | $10.0K | 0.00% | +28+80.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 53 | $9.00K | 0.00% | −37,802−99.9% | Reduced |
| Loomis Sayles & Co L P | 54 | $9.00K | 0.00% | −6−10.0% | Reduced |
| Macroview Investment Management LLC | 55 | $9.00K | 0.01% | +55 | New |
| Sound Income Strategies, LLC | 51 | $8.00K | 0.00% | −9−15.0% | Reduced |
| Gradient Investments LLC | 47 | $8.00K | 0.00% | −3−6.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 50 | $8.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 47 | $8.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 45 | $8.00K | 0.01% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 48 | $8.00K | 0.00% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 41 | $7.00K | 0.00% | −63,860−99.9% | Reduced |
| MV Capital Management, Inc. | 41 | $7.00K | 0.00% | +17+70.8% | Added |
| Motco | 39 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 36 | $6.00K | 0.00% | +31+620.0% | Added |
| Dark Forest Capital Management LP | 35 | $6.00K | 0.00% | +35 | New |
| Strategic Asset Management, LLC | 35 | $6.00K | 0.01% | +35 | New |
| Meridian Wealth Partners, LLC | 32 | $5.00K | 0.00% | +32 | New |
| Whittier Trust Co | 24 | $4.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 27 | $4.00K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 29 | $4.00K | 0.00% | +8+38.1% | Added |
| Front Row Advisors LLC | 22 | $4.00K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 23 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 23 | $4.00K | 0.00% | +23 | New |
| West Paces Advisors Inc. | 22 | $3.63K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 16 | $3.00K | 0.00% | −300−94.9% | Reduced |
| Concord Wealth Partners | 17 | $3.00K | 0.00% | −62−78.5% | Reduced |
| First Financial Corp | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 21 | $3.00K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 20 | $3.00K | 0.00% | +20 | New |
| Corbenic Partners LLC | 20 | $3.00K | 0.00% | +20 | New |
| RPG Investment Advisory, LLC | 20 | $3.00K | 0.00% | +20 | New |
| Global Wealth Management Investment Advisory, Inc. | 18 | $3.00K | 0.00% | +18 | New |
| Raffa Wealth Management, LLC | 18 | $2.97K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 11 | $2.00K | 0.00% | −648−98.3% | Reduced |