| Patriot Financial Group Insurance Agency, LLC | 175 | $62.0K | 0.01% | +10+6.1% | Added |
| Parkside Financial Bank & Trust | 169 | $60.0K | 0.02% | +28+19.9% | Added |
| Money Concepts Capital Corp | 170 | $60.0K | 0.00% | +170 | New |
| Dividend Assets Capital, LLC | 163 | $58.0K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 146 | $51.0K | 0.03% | −48,368−99.7% | Reduced |
| Gibson Wealth Advisors LLC | 140 | $50.0K | 0.05% | 00.0% | Unchanged |
| Syverson Strege & Co | 135 | $48.0K | 0.05% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 130 | $46.0K | 0.01% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 121 | $43.0K | 0.01% | −2−1.6% | Reduced |
| Quent Capital, LLC | 121 | $43.0K | 0.01% | +16+15.2% | Added |
| Covestor Ltd | 121 | $43.0K | 0.03% | +81+202.5% | Added |
| Beacon Capital Management, LLC | 120 | $42.0K | 0.01% | +120 | New |
| Geneos Wealth Management Inc. | 114 | $40.0K | 0.00% | −389−77.3% | Reduced |
| Plante Moran Financial Advisors, LLC | 111 | $39.0K | 0.01% | −64−36.6% | Reduced |
| Washington Trust Co | 102 | $37.0K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 100 | $36.0K | 0.03% | +30+42.9% | Added |
| CoreFirst Bank & Trust | 90 | $32.0K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 90 | $32.0K | 0.00% | +2+2.3% | Added |
| Jackson, Grant Investment Advisers, Inc. | 89 | $32.0K | 0.01% | +89 | New |
| Psagot Value Holdings Ltd. / (Israel) | 90 | $32.0K | 0.01% | +90 | New |
| Johnson Financial Group, Inc. | 88 | $31.0K | 0.00% | −45−33.8% | Reduced |
| HBC Financial Services, PLLC | 105 | $31.0K | 0.02% | +105 | New |
| Gemmer Asset Management LLC | 87 | $30.0K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 84 | $30.0K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 80 | $28.0K | 0.01% | 00.0% | Unchanged |
| Resources Management Corp | 75 | $27.0K | 0.00% | 00.0% | Unchanged |
| Siena Capital LLC | 75 | $27.0K | 0.02% | +75 | New |
| Massmutual Trust Co FSB | 69 | $25.0K | 0.00% | −3−4.2% | Reduced |
| Lenox Wealth Advisors, LLC | 79 | $25.0K | 0.00% | +6+8.2% | Added |
| Ogorek Anthony Joseph | 72 | $25.0K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 70 | $25.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 70 | $25.0K | 0.02% | +70 | New |
| Cutler Group LP | 68 | $24.0K | 0.00% | +68 | New |
| Twin Lakes Capital Management, LLC | 66 | $23.0K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 62 | $22.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 60 | $21.0K | 0.00% | −29−32.6% | Reduced |
| Centerpoint Advisors, LLC | 60 | $21.0K | 0.01% | 00.0% | Unchanged |
| Seldon Capital LP | 58 | $21.0K | 0.01% | 00.0% | Unchanged |
| Arlington Partners LLC | 56 | $20.0K | 0.01% | −11−16.4% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 55 | $20.0K | 0.01% | 00.0% | Unchanged |
| Private Capital Group, LLC | 52 | $19.0K | 0.00% | −11−17.5% | Reduced |
| Front Row Advisors LLC | 53 | $19.0K | 0.01% | −2−3.6% | Reduced |
| AdvisorNet Financial, Inc | 51 | $18.0K | 0.00% | −8−13.6% | Reduced |
| Clear Street Markets LLC | 52 | $18.0K | 0.01% | +52 | New |
| Bank of New Hampshire | 50 | $18.0K | 0.00% | +50 | New |
| Vigilant Capital Management, LLC | 49 | $17.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 44 | $16.0K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 44 | $16.0K | 0.01% | +22+100.0% | Added |
| Earnest Partners LLC | 43 | $15.0K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 42 | $15.0K | 0.00% | +21+100.0% | Added |
| JFS Wealth Advisors, LLC | 41 | $15.0K | 0.00% | +41 | New |
| MCF Advisors LLC | 43 | $15.0K | 0.00% | +43 | New |
| Sutton Wealth Advisors Inc. | 42 | $14.9K | 0.01% | +2+5.0% | Added |
| Creative Financial Designs Inc | 40 | $14.0K | 0.00% | −400−90.9% | Reduced |
| Fieldpoint Private Securities, LLC | 40 | $14.0K | 0.00% | −5−11.1% | Reduced |
| Laurel Wealth Advisors LLC | 40 | $14.0K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 37 | $13.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 37 | $13.0K | 0.00% | +7+23.3% | Added |
| Washington Trust Advisors, Inc. | 37 | $13.0K | 0.00% | +37 | New |
| American Research & Management Co. | 35 | $12.0K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 31 | $11.0K | 0.01% | +31 | New |
| Benjamin F. Edwards & Company, Inc. | 28 | $10.0K | 0.00% | −69−71.1% | Reduced |
| Ahrens Investment Partners LLC | 28 | $10.0K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 27 | $9.00K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 25 | $9.00K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 25 | $9.00K | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 24 | $9.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 24 | $9.00K | 0.00% | +24 | New |
| Ulland Investment Advisors, LLC | 25 | $9.00K | 0.01% | +25 | New |
| Raffa Wealth Management, LLC | 25 | $8.88K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 22 | $8.00K | 0.00% | −8−26.7% | Reduced |
| Cordant, Inc. | 23 | $8.00K | 0.00% | +23 | New |
| Steward Financial Group LLC | 23 | $8.00K | 0.01% | +23 | New |
| Rockbridge Investment Management, LCC | 22 | $7.79K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 19 | $7.00K | 0.00% | −4−17.4% | Reduced |
| Horan Securities, Inc. | 18 | $6.00K | 0.00% | −35−66.0% | Reduced |
| TSFG, LLC | 18 | $6.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 18 | $6.00K | 0.00% | +8+80.0% | Added |
| Carmichael Hill & Associates, Inc. | 15 | $5.00K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 15 | $5.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 15 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 13 | $5.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 14 | $5.00K | 0.01% | +3+27.3% | Added |
| Disciplined Investments, LLC | 13 | $5.00K | 0.00% | +13 | New |
| American National Bank | 10 | $4.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 10 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 10 | $4.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 10 | $4.00K | 0.00% | +6+150.0% | Added |
| FourThought Financial, LLC | 8 | $3.00K | 0.00% | −16−66.7% | Reduced |
| Trustcore Financial Services, LLC | 8 | $3.00K | 0.00% | 00.0% | Unchanged |
| Curi Capital | 11 | $3.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 8 | $3.00K | 0.00% | +2+33.3% | Added |
| Loomis Sayles & Co L P | 9 | $3.00K | 0.00% | +9 | New |
| GW&K Investment Management, LLC | 9 | $3.00K | 0.00% | +9 | New |
| Carolinas Wealth Consulting LLC | 5 | $2.00K | 0.00% | −200−97.6% | Reduced |
| Valley National Advisers Inc | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 5 | $2.00K | 0.00% | +2+66.7% | Added |
| Brown Brothers Harriman & Co | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
