| Sageworth Trust Co of South Dakota | 247 | $44.0K | 0.07% | +247 | New |
| Toth Financial Advisory Corp | 230 | $41.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 230 | $41.0K | 0.01% | +66+40.2% | Added |
| Washington Trust Advisors, Inc. | 227 | $40.0K | 0.00% | +227 | New |
| Heritage Wealth Advisors | 221 | $39.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 213 | $37.9K | 0.00% | −64−23.1% | Reduced |
| Farmers & Merchants Investments Inc | 207 | $37.0K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 200 | $36.0K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 200 | $36.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 200 | $36.0K | 0.01% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 205 | $36.0K | 0.02% | +31+17.8% | Added |
| Hanson & Doremus Investment Management | 205 | $36.0K | 0.01% | +177+632.1% | Added |
| Selective Wealth Management, Inc. | 200 | $36.0K | 0.01% | +200 | New |
| Huntington National Bank | 185 | $33.0K | 0.00% | +71+62.3% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 178 | $32.0K | 0.00% | +104+140.5% | Added |
| Smithfield Trust Co | 177 | $31.0K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 165 | $29.0K | 0.00% | +165 | New |
| Wealthstreet Investment Advisors, LLC | 150 | $27.0K | 0.67% | 00.0% | Unchanged |
| Key Financial Inc | 150 | $27.0K | 0.01% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 135 | $24.0K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 124 | $22.0K | 0.00% | −8−6.1% | Reduced |
| Cambridge Trust Co | 125 | $22.0K | 0.00% | +125 | New |
| Arlington Partners LLC | 125 | $22.0K | 0.01% | +125 | New |
| Sierra Capital LLC | 118 | $21.0K | 0.00% | +118 | New |
| Bray Capital Advisors | 110 | $20.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 108 | $19.0K | 0.01% | −8−6.9% | Reduced |
| Bedel Financial Consulting, Inc. | 107 | $19.0K | 0.01% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 110 | $19.0K | 0.01% | +110 | New |
| Reilly Financial Advisors, LLC | 106 | $19.0K | 0.00% | +106 | New |
| Signet Financial Management, LLC | 109 | $19.0K | 0.00% | +109 | New |
| Covington Capital Management | 100 | $18.0K | 0.00% | −60−37.5% | Reduced |
| Brewin Dolphin Ltd | 100 | $18.0K | 0.00% | −51−33.8% | Reduced |
| Princeton Global Asset Management LLC | 100 | $18.0K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 95 | $17.0K | 0.01% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 94 | $17.0K | 0.00% | +10+11.9% | Added |
| EverSource Wealth Advisors, LLC | 86 | $15.0K | 0.00% | +86 | New |
| Sageworth Trust Co | 76 | $14.0K | 0.00% | −254−77.0% | Reduced |
| Ranger Investment Management, L.P. | 77 | $14.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 73 | $13.0K | 0.00% | −2−2.7% | Reduced |
| Corbenic Partners LLC | 75 | $13.0K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 74 | $13.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 73 | $13.0K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 72 | $13.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 66 | $12.0K | 0.00% | +24+57.1% | Added |
| TD Ameritrade Investment Management, LLC | 65 | $12.0K | 0.00% | +65 | New |
| Amplius Wealth Advisors, LLC | 70 | $12.0K | 0.00% | +70 | New |
| Migdal Insurance & Financial Holdings Ltd. | 60 | $11.0K | 0.00% | −5−7.7% | Reduced |
| Umb Bank N A | 61 | $11.0K | 0.00% | +61 | New |
| Motley Fool Asset Management LLC | 64 | $11.0K | 0.00% | +64 | New |
| JJJ Advisors Inc. | 55 | $10.0K | 0.00% | +13+31.0% | Added |
| Stonebridge Capital Advisors LLC | 54 | $10.0K | 0.00% | +14+35.0% | Added |
| Glassman Wealth Services | 56 | $10.0K | 0.00% | +16+40.0% | Added |
| Geneos Wealth Management Inc. | 59 | $10.0K | 0.00% | +20+51.3% | Added |
| Neo Ivy Capital Management | 57 | $10.0K | 0.01% | +57 | New |
| Tyler-Stone Wealth Management | 55 | $10.0K | 0.01% | +55 | New |
| Tarbox Family Office, Inc. | 50 | $9.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 50 | $9.00K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 45 | $8.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 45 | $8.00K | 0.00% | −3−6.3% | Reduced |
| Financial Management Professionals, Inc. | 47 | $8.00K | 0.00% | +6+14.6% | Added |
| Jones Financial Companies LLLP | 43 | $8.00K | 0.00% | +20+87.0% | Added |
| Plante Moran Financial Advisors, LLC | 43 | $8.00K | 0.00% | +32+290.9% | Added |
| TCI Wealth Advisors, Inc. | 43 | $8.00K | 0.00% | +35+437.5% | Added |
| Stephens Consulting, LLC | 44 | $7.82K | 0.01% | +44 | New |
| Hartford Financial Management Inc. | 40 | $7.00K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 38 | $7.00K | 0.01% | +38 | New |
| Rise Advisors, LLC | 35 | $6.22K | 0.01% | +35 | New |
| Private Ocean, LLC | 35 | $6.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 33 | $6.00K | 0.00% | +11+50.0% | Added |
| Harbor Investment Advisory, LLC | 30 | $5.00K | 0.00% | −272−90.1% | Reduced |
| Confluence Wealth Services, Inc. | 31 | $5.00K | 0.00% | +31 | New |
| Eagle Bay Advisors LLC | 23 | $4.00K | 0.00% | −19−45.2% | Reduced |
| IFP Advisors, Inc | 15 | $4.00K | 0.00% | −7−31.8% | Reduced |
| Washington Trust Co | 24 | $4.00K | 0.00% | +3+14.3% | Added |
| Evoke Wealth, LLC | 22 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 20 | $4.00K | 0.00% | −1−4.8% | Reduced |
| Ahrens Investment Partners LLC | 20 | $4.00K | 0.00% | +20 | New |
| CVA Family Office, LLC | 25 | $4.00K | 0.00% | +25 | New |
| Atlas Capital Advisors LLC | 19 | $3.38K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 17 | $3.00K | 0.00% | +17 | New |
| Raffa Wealth Management, LLC | 16 | $2.84K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 13 | $2.00K | 0.00% | +13 | New |
| Lenox Wealth Advisors, LLC | 10 | $2.00K | 0.00% | +10 | New |
| Schubert & Co | 9 | $2.00K | 0.00% | +9 | New |
| Sutton Wealth Advisors Inc. | 9 | $1.60K | 0.00% | +8+800.0% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 6 | $1.00K | 0.00% | −531−98.9% | Reduced |
| HM Payson & Co | 5 | $1.00K | 0.00% | −16−76.2% | Reduced |
| Private Capital Group, LLC | 7 | $1.00K | 0.00% | −11−61.1% | Reduced |
| Massmutual Trust Co FSB | 5 | $1.00K | 0.00% | −11−68.8% | Reduced |
| Country Trust Bank | 7 | $1.00K | 0.00% | −5−41.7% | Reduced |
| Gradient Investments LLC | 3 | $1.00K | 0.00% | −2−40.0% | Reduced |
| SRS Capital Advisors, Inc. | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
