| Newfound Research LLC | 420 | $65.0K | 0.08% | −123−22.7% | Reduced |
| Hanson & Doremus Investment Management | 421 | $65.0K | 0.01% | 00.0% | Unchanged |
| ICICI Prudential Asset Management Co Ltd | 408 | $63.0K | 0.01% | +408 | New |
| Edmond de Rothschild Holding S.A. | 386 | $60.0K | 0.00% | −9,139−95.9% | Reduced |
| Quent Capital, LLC | 374 | $58.0K | 0.01% | +374 | New |
| Brewin Dolphin Ltd | 369 | $57.0K | 0.00% | −160−30.2% | Reduced |
| Kozak & Associates, Inc. | 426 | $56.0K | 0.04% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 358 | $56.0K | 0.01% | +1+0.3% | Added |
| Selective Wealth Management, Inc. | 348 | $54.0K | 0.02% | +200+135.1% | Added |
| Accel Wealth Management | 326 | $51.0K | 0.03% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 331 | $51.0K | 0.02% | +331 | New |
| First Manhattan Co | 327 | $50.0K | 0.00% | +327 | New |
| Gemmer Asset Management LLC | 317 | $49.0K | 0.01% | +4+1.3% | Added |
| Newbridge Financial Services Group, Inc. | 315 | $49.0K | 0.02% | +215+215.0% | Added |
| EverSource Wealth Advisors, LLC | 300 | $46.0K | 0.01% | +300 | New |
| Private Ocean, LLC | 288 | $45.0K | 0.01% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 292 | $45.0K | 0.02% | +65+28.6% | Added |
| Sargent Bickham Lagudis LLC | 273 | $42.0K | 0.00% | +1+0.4% | Added |
| Cedar Wealth Management, LLC | 273 | $42.0K | 0.02% | +273 | New |
| Clearview Wealth Advisors LLC | 258 | $40.0K | 0.02% | 00.0% | Unchanged |
| Andrew Hill Investment Advisors, Inc. | 260 | $40.0K | 0.04% | +260 | New |
| Tyler-Stone Wealth Management | 260 | $40.0K | 0.02% | +260 | New |
| Column Capital Advisors, LLC | 250 | $39.0K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 250 | $39.0K | 0.01% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 251 | $39.0K | 0.01% | +233+1,294.4% | Added |
| Annapolis Financial Services, LLC | 216 | $34.0K | 0.01% | +200+1,250.0% | Added |
| Raleigh Capital Management Inc. | 221 | $34.0K | 0.03% | +221 | New |
| Independence Bank of Kentucky | 215 | $33.0K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 205 | $32.0K | 0.00% | −50−19.6% | Reduced |
| Harvest Fund Management Co., Ltd | 207 | $32.0K | 0.01% | 00.0% | Unchanged |
| IronBridge Private Wealth, LLC | 200 | $32.0K | 0.02% | +200 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 200 | $31.0K | 0.00% | −738−78.7% | Reduced |
| HM Payson & Co | 200 | $31.0K | 0.00% | −24−10.7% | Reduced |
| Hudock, Inc. | 201 | $31.0K | 0.01% | −26−11.5% | Reduced |
| Evermay Wealth Management LLC | 200 | $31.0K | 0.01% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 200 | $31.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 201 | $31.0K | 0.00% | +36+21.8% | Added |
| Glassman Wealth Services | 191 | $30.0K | 0.01% | −269−58.5% | Reduced |
| Lindbrook Capital, LLC | 192 | $30.0K | 0.00% | +100+108.7% | Added |
| Farmers & Merchants Investments Inc | 187 | $29.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 170 | $26.0K | 0.01% | 00.0% | Unchanged |
| Cordasco Financial Network | 165 | $26.0K | 0.02% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 168 | $26.0K | 0.01% | +133+380.0% | Added |
| Signet Financial Management, LLC | 168 | $26.0K | 0.00% | +168 | New |
| Carroll Investors, Inc | 171 | $26.0K | 0.01% | +171 | New |
| Burleson & Company, LLC | 162 | $25.0K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 158 | $24.0K | 0.00% | +2+1.3% | Added |
| Robbins Farley LLC | 153 | $24.0K | 0.02% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 150 | $23.0K | 0.00% | −8−5.1% | Reduced |
| Endurance Wealth Management, Inc. | 150 | $23.0K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 150 | $23.0K | 0.01% | +30+25.0% | Added |
| Concord Wealth Partners | 151 | $23.0K | 0.01% | +134+788.2% | Added |
| FSB Premier Wealth Management, Inc. | 152 | $23.0K | 0.01% | +152 | New |
| Ahrens Investment Partners LLC | 150 | $23.0K | 0.01% | +150 | New |
| James Reed Financial Services, Inc. | 145 | $22.0K | 0.02% | +145 | New |
| Sterling Investment Advisors, Ltd. | 134 | $21.0K | 0.01% | 00.0% | Unchanged |
| Covington Capital Management | 128 | $20.0K | 0.00% | 00.0% | Unchanged |
| Investmark Advisory Group LLC | 132 | $20.0K | 0.02% | +132 | New |
| Fortitude Advisory Group L.L.C. | 128 | $20.0K | 0.01% | +128 | New |
| Carroll Financial Associates, Inc. | 124 | $19.0K | 0.00% | −259−67.6% | Reduced |
| Ellevest, Inc. | 124 | $19.0K | 0.00% | −174−58.4% | Reduced |
| Investors Research Corp | 120 | $19.0K | 0.01% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 124 | $19.0K | 0.00% | +10+8.8% | Added |
| Carolinas Wealth Consulting LLC | 115 | $18.0K | 0.00% | −2,501−95.6% | Reduced |
| Vigilant Capital Management, LLC | 114 | $18.0K | 0.00% | −700−86.0% | Reduced |
| Optiver Holding B.V. | 115 | $18.0K | 0.00% | +115 | New |
| Aspire Private Capital, LLC | 111 | $17.0K | 0.01% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 106 | $16.0K | 0.00% | −212−66.7% | Reduced |
| Creative Financial Designs Inc | 100 | $16.0K | 0.00% | −45−31.0% | Reduced |
| Holloway Wealth Management, LLC | – | $16.0K | 0.00% | – | – |
| Winch Advisory Services, LLC | 102 | $16.0K | 0.01% | 00.0% | Unchanged |
| First National Bank of South Miami | 100 | $16.0K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 106 | $16.0K | 0.00% | +100+1,666.7% | Added |
| Beaird Harris Wealth Management, LLC | 100 | $16.0K | 0.01% | +100 | New |
| Arlington Partners LLC | 97 | $15.0K | 0.00% | −222−69.6% | Reduced |
| Motley Fool Asset Management LLC | 96 | $15.0K | 0.00% | +96 | New |
| Retirement Planning Co of New England, Inc. | 100 | $15.0K | 0.01% | +100 | New |
| Catalyst Capital Advisors LLC | 91 | $14.0K | 0.00% | −8−8.1% | Reduced |
| TFC Financial Management | 88 | $14.0K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 93 | $14.0K | 0.00% | +93 | New |
| Cribstone Capital Management, LLC | 82 | $13.0K | 0.01% | −40−32.8% | Reduced |
| Optimum Investment Advisors | 85 | $13.0K | 0.01% | 00.0% | Unchanged |
| Lake Point Wealth Management | 87 | $13.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 83 | $13.0K | 0.00% | +20+31.7% | Added |
| Toth Financial Advisory Corp | 80 | $12.0K | 0.00% | −180−69.2% | Reduced |
| NewSquare Capital LLC | 75 | $12.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 69 | $11.0K | 0.00% | −56−44.8% | Reduced |
| Tarbox Family Office, Inc. | 72 | $11.0K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 71 | $11.0K | 0.00% | +71 | New |
| Amplius Wealth Advisors, LLC | 71 | $11.0K | 0.00% | +71 | New |
| Castle Financial & Retirement Planning Associates, Inc. | 70 | $10.0K | 0.03% | +70 | New |
| HHM Wealth Advisors, LLC | 64 | $10.0K | 0.00% | +64 | New |
| Byrne Asset Management LLC | 56 | $9.00K | 0.01% | +56 | New |
| Hillsdale Investment Management Inc. | 50 | $8.00K | 0.00% | −3,200−98.5% | Reduced |
| Loomis Sayles & Co L P | 54 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 51 | $8.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 50 | $8.00K | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 50 | $8.00K | 0.01% | +50 | New |
| Whittier Trust Co of Nevada Inc | 47 | $7.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 47 | $7.00K | 0.00% | 00.0% | Unchanged |
