| Capital Advisors, Ltd. LLC | 8 | $11.0K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 9 | $12.0K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 9 | $12.0K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 9 | $12.0K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 9 | $12.0K | 0.00% | +6+200.0% | Added |
| West Paces Advisors Inc. | 9 | $12.0K | 0.00% | +9 | New |
| Downshift Financial, LLC | 9 | $12.0K | 0.01% | +9 | New |
| NBH Bank | 9 | $12.0K | 0.01% | +9 | New |
| ZRC Wealth Management, LLC | 9 | $12.0K | 0.00% | −7−43.8% | Reduced |
| Cornerstone Planning Group LLC | 11 | $13.1K | 0.00% | +1+10.0% | Added |
| Rakuten Securities, Inc. | 10 | $13.3K | 0.00% | −24−70.6% | Reduced |
| MidFirst Bank | 10 | $13.3K | 0.00% | −3−23.1% | Reduced |
| Raffa Wealth Management, LLC | 10 | $13.3K | 0.00% | +1+11.1% | Added |
| Itau Unibanco Holding S.A. | 10 | $13.3K | 0.00% | +8+400.0% | Added |
| LifeSteps Financial, Inc. | 10 | $13.3K | 0.01% | +10 | New |
| SJS Investment Consulting Inc. | 10 | $13.3K | 0.00% | +4+66.7% | Added |
| MTM Investment Management, LLC | 11 | $14.7K | 0.00% | 00.0% | Unchanged |
| City State Bank | 11 | $14.7K | 0.00% | 00.0% | Unchanged |
| Vanguard National Trust Co | 11 | $14.7K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 11 | $14.7K | 0.01% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 11 | $14.7K | 0.00% | +2+22.2% | Added |
| Covestor Ltd | 11 | $15.0K | 0.01% | −19−63.3% | Reduced |
| Princeton Global Asset Management LLC | 12 | $16.0K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 12 | $16.0K | 0.00% | 00.0% | Unchanged |
| Joseph Group Capital Management | 12 | $16.0K | 0.00% | +5+71.4% | Added |
| Wall Street Access Asset Management, LLC | 12 | $16.0K | 0.00% | +6+100.0% | Added |
| Action Point Financial Planning, LLC | 12 | $16.0K | 0.00% | +12 | New |
| Bell Investment Advisors, Inc | 12 | $16.0K | 0.00% | −4−25.0% | Reduced |
| MCF Advisors LLC | 13 | $17.3K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 13 | $17.3K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 13 | $17.3K | 0.00% | +4+44.4% | Added |
| Allied Private Wealth LLC | 14 | $18.1K | 0.01% | +14 | New |
| Kemnay Advisory Services Inc. | 14 | $18.6K | 0.00% | −5−26.3% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 14 | $18.6K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 14 | $18.6K | 0.00% | +5+55.6% | Added |
| Banque Transatlantique SA | 15 | $19.4K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 15 | $20.0K | 0.01% | +1+7.1% | Added |
| Hanson & Doremus Investment Management | 15 | $20.0K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 16 | $21.3K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 16 | $21.3K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 16 | $21.3K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 16 | $21.3K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 16 | $21.3K | 0.00% | +2+14.3% | Added |
| Cornerstone Financial Management LLC | 16 | $21.3K | 0.02% | +6+60.0% | Added |
| UMA Financial Services, Inc. | 16 | $21.3K | 0.00% | +12+300.0% | Added |
| Institute for Wealth Management, LLC. | 16 | $21.3K | 0.00% | +16 | New |
| Bartlett & Co. Wealth Management LLC | 17 | $22.6K | 0.00% | +10+142.9% | Added |
| Quaker Wealth Management, LLC | 18 | $24.0K | 0.01% | −44−71.0% | Reduced |
| Truvestments Capital LLC | 18 | $24.0K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 20 | $25.3K | 0.01% | +20 | New |
| Burkett Financial Services, LLC | 19 | $25.3K | 0.01% | +19 | New |
| Strategic Wealth Partners, Ltd. | 19 | $25.3K | 0.00% | −21−52.5% | Reduced |
| Ares Financial Consulting, LLC | 19 | $25.3K | 0.02% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 19 | $25.3K | 0.01% | +8+72.7% | Added |
| Core Alternative Capital | 20 | $26.6K | 0.01% | −5−20.0% | Reduced |
| Bogart Wealth, LLC | 20 | $26.6K | 0.00% | +7+53.8% | Added |
| St Germain D J Co Inc | 21 | $28.0K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 22 | $29.3K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 23 | $30.6K | 0.00% | +5+27.8% | Added |
| Sachetta, LLC | 23 | $30.6K | 0.01% | +9+64.3% | Added |
| MV Capital Management, Inc. | 24 | $32.0K | 0.00% | +6+33.3% | Added |
| SHP Wealth Management | 24 | $32.5K | 0.00% | +13+118.2% | Added |
| Ameriflex Group, Inc. | 25 | $33.3K | 0.01% | +15+150.0% | Added |
| Trust Co of Vermont | 25 | $33.3K | 0.00% | +25 | New |
| Catalyst Capital Advisors LLC | 26 | $34.6K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 26 | $34.6K | 0.00% | +2+8.3% | Added |
| TIAA Wealth Investment Management LLC | 27 | $35.9K | 0.00% | −8−22.9% | Reduced |
| DT Investment Partners, LLC | 27 | $36.0K | 0.00% | 00.0% | Unchanged |
| Financial Life Planners | 30 | $39.6K | 0.03% | 00.0% | Unchanged |
| Longview Financial Advisors LLC | 31 | $41.3K | 0.02% | −7−18.4% | Reduced |
| Smithfield Trust Co | 32 | $43.0K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 33 | $44.0K | 0.03% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 36 | $48.0K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 37 | $49.3K | 0.00% | +33+825.0% | Added |
| Atlantic Union Bankshares Corp | 38 | $50.6K | 0.00% | +4+11.8% | Added |
| Fortitude Family Office, LLC | 38 | $50.6K | 0.01% | +6+18.8% | Added |
| Deseret Mutual Benefit Administrators | 39 | $52.0K | 0.02% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 40 | $52.4K | 0.00% | −9−18.4% | Reduced |
| Colonial Trust Co | 40 | $52.6K | 0.01% | +21+110.5% | Added |
| Salomon & Ludwin, LLC | 42 | $55.0K | 0.00% | +37+740.0% | Added |
| Versant Capital Management, Inc | 43 | $57.3K | 0.01% | −32−42.7% | Reduced |
| Basecamp Wealth Advisors LLC | 44 | $58.6K | 0.01% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 45 | $59.9K | 0.01% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 46 | $61.3K | 0.01% | +15+48.4% | Added |
| Toth Financial Advisory Corp | 47 | $62.6K | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 47 | $62.6K | 0.02% | +47 | New |
| JPL Wealth Management, LLC | 48 | $63.9K | 0.01% | +3+6.7% | Added |
| Manchester Capital Management LLC | 48 | $63.9K | 0.01% | +6+14.3% | Added |
| Chung Wu Investment Group, LLC | 50 | $66.6K | 0.04% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 51 | $67.9K | 0.01% | −2−3.8% | Reduced |
| Winch Advisory Services, LLC | 52 | $69.3K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 54 | $71.9K | 0.22% | −109−66.9% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 54 | $71.9K | 0.00% | −1−1.8% | Reduced |
| Continuum Advisory, LLC | 54 | $71.9K | 0.01% | +54 | New |
| Kings Path Partners LLC | 55 | $73.3K | 0.02% | 00.0% | Unchanged |
| Security National Bank | 55 | $73.3K | 0.01% | +12+27.9% | Added |
| Silver Grove Financial Group, Inc. | 55 | $73.3K | 0.04% | +55 | New |
| Stone House Investment Management, LLC | 61 | $81.3K | 0.01% | +61 | New |
| CVA Family Office, LLC | 70 | $93.2K | 0.01% | +2+2.9% | Added |
| Zions Bancorporation, National Association | 71 | $94.6K | 0.01% | 00.0% | Unchanged |