| MinichMacGregor Wealth Management, LLC | 940 | $42.1K | 0.02% | +940 | New |
| Hantz Financial Services, Inc. | 930 | $42.0K | 0.00% | +10+1.1% | Added |
| Column Capital Advisors, LLC | 921 | $41.3K | 0.01% | +184+25.0% | Added |
| AdvisorNet Financial, Inc | 918 | $41.2K | 0.00% | −5,992−86.7% | Reduced |
| Guinness Atkinson Asset Management Inc | 900 | $40.3K | 0.03% | −100−10.0% | Reduced |
| Stonebridge Capital Advisors LLC | 850 | $38.1K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 848 | $38.0K | 0.04% | +848 | New |
| SRS Capital Advisors, Inc. | 817 | $36.6K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 800 | $35.9K | 0.02% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 764 | $34.3K | 0.01% | +764 | New |
| Assetmark, Inc | 758 | $34.0K | 0.00% | −74−8.9% | Reduced |
| JJJ Advisors Inc. | 721 | $33.7K | 0.01% | −112−13.4% | Reduced |
| Operose Advisors LLC | 700 | $31.4K | 0.02% | +700 | New |
| Evermay Wealth Management LLC | 670 | $30.0K | 0.01% | +670 | New |
| Quadrant Capital Group LLC | 653 | $29.3K | 0.00% | −148−18.5% | Reduced |
| Retirement Financial Solutions, LLC | 650 | $29.1K | 0.02% | +650 | New |
| Princeton Global Asset Management LLC | 640 | $29.0K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 644 | $28.9K | 0.02% | −95−12.9% | Reduced |
| KB Financial Partners, LLC | 622 | $28.0K | 0.01% | +230+58.7% | Added |
| Sargent Bickham Lagudis LLC | 620 | $27.8K | 0.00% | −160−20.5% | Reduced |
| One Wealth Advisors, LLC | 619 | $27.8K | 0.01% | +619 | New |
| Whittier Trust Co of Nevada Inc | 600 | $26.9K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 600 | $26.9K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 567 | $25.4K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 561 | $25.1K | 0.00% | −4−0.7% | Reduced |
| Activest Wealth Management | 554 | $24.8K | 0.01% | 00.0% | Unchanged |
| Kraematon Investment Advisors, Inc | 530 | $23.8K | 0.03% | +530 | New |
| Trifecta Capital Advisors, LLC | 510 | $22.9K | 0.01% | +510 | New |
| New England Capital Financial Advisors LLC | 500 | $22.8K | 0.02% | +500 | New |
| Johnson Financial Group, Inc. | 500 | $22.4K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 500 | $22.4K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 500 | $22.4K | 0.01% | +500 | New |
| Strengthening Families & Communities, LLC | 500 | $22.0K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 490 | $22.0K | 0.01% | +490 | New |
| Edmond de Rothschild Holding S.A. | 479 | $21.5K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 473 | $21.2K | 0.00% | +84+21.6% | Added |
| Tilia Fiduciary Partners, Inc. | 450 | $20.2K | 0.02% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 446 | $20.0K | 0.00% | −429−49.0% | Reduced |
| Parkside Financial Bank & Trust | 439 | $19.7K | 0.01% | −100−18.6% | Reduced |
| GHP Investment Advisors, Inc. | 425 | $19.1K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 419 | $19.0K | 0.00% | +350+507.2% | Added |
| Clearview Wealth Advisors LLC | 380 | $17.0K | 0.01% | 00.0% | Unchanged |
| RFP Financial Group LLC | 350 | $15.7K | 0.01% | +350 | New |
| Zions Bancorporation, N.A. | 339 | $15.2K | 0.00% | +198+140.4% | Added |
| Steward Financial Group LLC | 343 | $15.0K | 0.01% | +343 | New |
| Riverview Trust Co | 307 | $14.0K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 239 | $14.0K | 0.00% | −17−6.6% | Reduced |
| Grove Bank & Trust | 310 | $14.0K | 0.00% | +310 | New |
| Financial Synergies Wealth Advisors, Inc. | 311 | $13.9K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 300 | $13.4K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 300 | $13.4K | 0.00% | +300 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 300 | $13.0K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 323 | $13.0K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 280 | $13.0K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 288 | $12.9K | 0.00% | −5−1.7% | Reduced |
| Core Alternative Capital | 268 | $12.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 258 | $11.6K | 0.00% | +218+545.0% | Added |
| Plante Moran Financial Advisors, LLC | 250 | $11.2K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 243 | $10.9K | 0.00% | −199−45.0% | Reduced |
| Sugarloaf Wealth Management, LLC | 242 | $10.8K | 0.00% | −20−7.6% | Reduced |
| Glen Eagle Advisors, LLC | 240 | $10.8K | 0.00% | +40+20.0% | Added |
| Pinnacle Bancorp, Inc. | 221 | $10.0K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 221 | $10.0K | 0.00% | +221 | New |
| Bell Investment Advisors, Inc | 221 | $9.91K | 0.00% | +17+8.3% | Added |
| Glassman Wealth Services | 217 | $9.73K | 0.00% | −11−4.8% | Reduced |
| Tradewinds Capital Management, LLC | 215 | $9.64K | 0.00% | −285−57.0% | Reduced |
| West Oak Capital, LLC | 200 | $9.00K | 0.00% | −200−50.0% | Reduced |
| Jones Financial Companies LLLP | 210 | $9.00K | 0.00% | +50+31.3% | Added |
| Ameritas Investment Partners, Inc. | 200 | $8.97K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 200 | $8.97K | 0.01% | +200 | New |
| Credit Agricole S A | 180 | $8.07K | 0.00% | 00.0% | Unchanged |
| Corrado Advisors, LLC | 180 | $8.07K | 0.01% | +180 | New |
| Leelyn Smith, LLC | 179 | $8.03K | 0.00% | −1−0.6% | Reduced |
| Pacer Advisors, Inc. | 168 | $7.53K | 0.00% | +168 | New |
| Coppell Advisory Solutions LLC | 160 | $7.17K | 0.00% | +160 | New |
| Coppell Advisory Solutions Corp. | 160 | $7.17K | 0.00% | +160 | New |
| My Personal CFO, LLC | 159 | $7.13K | 0.01% | +159 | New |
| Webster Bank, N. A. | 150 | $7.00K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 156 | $6.99K | 0.00% | +14+9.9% | Added |
| Richard W. Paul & Associates, LLC | 151 | $6.77K | 0.00% | +151 | New |
| Salem Investment Counselors Inc | 150 | $6.72K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 148 | $6.63K | 0.00% | +148 | New |
| Romano Brothers and Company | 140 | $6.28K | 0.00% | +140 | New |
| Householder Group Estate & Retirement Specialist, LLC | 135 | $6.00K | 0.01% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 138 | $6.00K | 0.00% | +138 | New |
| ICA Group Wealth Management, LLC | 127 | $5.69K | 0.00% | +127 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 125 | $5.60K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 124 | $5.56K | 0.00% | −50−28.7% | Reduced |
| JFS Wealth Advisors, LLC | 109 | $4.89K | 0.00% | −414−79.2% | Reduced |
| Brown, Lisle/Cummings, Inc. | 100 | $4.48K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 100 | $4.48K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 100 | $4.48K | 0.00% | +25+33.3% | Added |
| McElhenny Sheffield Capital Management, LLC | 92 | $4.12K | 0.00% | +92 | New |
| Ancora Advisors, LLC | 100 | $4.00K | 0.00% | −500−83.3% | Reduced |
| TSFG, LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 83 | $4.00K | 0.00% | +83 | New |
| Migdal Insurance & Financial Holdings Ltd. | 71 | $3.00K | 0.00% | −30−29.7% | Reduced |
| Private Trust Co NA | 60 | $3.00K | 0.00% | −3−4.8% | Reduced |
| Asset Dedication, LLC | 60 | $3.00K | 0.00% | −10−14.3% | Reduced |
| NewSquare Capital LLC | 65 | $2.91K | 0.00% | +65 | New |