| BlueStem Wealth Partners, LLC | 290 | $204.6K | 0.03% | +290 | New |
| Pinnacle Financial Partners Inc | 290 | $204.3K | 0.00% | −31−9.7% | Reduced |
| Forbes J M & Co LLP | 290 | $204.3K | 0.02% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 289 | $203.6K | 0.02% | +1+0.3% | Added |
| Investor's Fiduciary Advisor Network, LLC | 288 | $203.0K | 0.08% | +288 | New |
| D L Carlson Investment Group Inc | 288 | $202.9K | 0.04% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 288 | $202.9K | 0.07% | +8+2.9% | Added |
| Bond & Devick Financial Network, Inc. | 250 | $202.4K | 0.09% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 287 | $202.2K | 0.02% | −1−0.3% | Reduced |
| Leeward Financial Partners, LLC | 287 | $202.2K | 0.07% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 284 | $200.3K | 0.06% | −20−6.6% | Reduced |
| Marion Wealth Management | 284 | $200.1K | 0.05% | +5+1.8% | Added |
| Highview Capital Management LLC | 284 | $200.1K | 0.08% | 00.0% | Unchanged |
| Groupe la Francaise | 275 | $195.7K | 0.01% | +275 | New |
| Alexis Investment Partners, LLC | 273 | $192.3K | 0.09% | +273 | New |
| Colonial Trust Co | 266 | $187.4K | 0.03% | +12+4.7% | Added |
| Bartlett & Co. Wealth Management LLC | 265 | $186.7K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 256 | $180.2K | 0.03% | +1+0.4% | Added |
| Sentry Investment Management LLC | 255 | $180.0K | 0.09% | −42−14.1% | Reduced |
| St Germain D J Co Inc | 252 | $177.5K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 250 | $176.1K | 0.09% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 246 | $173.3K | 0.11% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 240 | $169.1K | 0.04% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 234 | $164.8K | 0.03% | −12−4.9% | Reduced |
| Zions Bancorporation, N.A. | 231 | $162.7K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 225 | $158.5K | 0.07% | −10−4.3% | Reduced |
| EverSource Wealth Advisors, LLC | 223 | $157.4K | 0.01% | +10+4.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 223 | $157.1K | 0.01% | +6+2.8% | Added |
| Massmutual Trust Co FSB | 220 | $155.0K | 0.00% | −19−7.9% | Reduced |
| Richards, Merrill & Peterson, Inc. | 213 | $149.8K | 0.08% | +213 | New |
| Human Investing LLC | 211 | $148.6K | 0.03% | +211 | New |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 210 | $147.9K | 0.09% | 00.0% | Unchanged |
| Nova Wealth Management, Inc. | 210 | $147.9K | 0.13% | +210 | New |
| Golden State Wealth Management, LLC | 209 | $147.2K | 0.02% | +209 | New |
| Insight Inv LLC | 207 | $145.8K | 0.10% | +207 | New |
| Provenance Wealth Advisors, LLC | 206 | $145.1K | 0.02% | 00.0% | Unchanged |
| Values First Advisors, Inc. | 204 | $144.0K | 0.08% | +204 | New |
| Cromwell Holdings LLC | 197 | $138.8K | 0.08% | 00.0% | Unchanged |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 194 | $137.0K | 0.00% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 194 | $136.7K | 0.09% | +194 | New |
| Crews Bank & Trust | 194 | $136.7K | 0.02% | +194 | New |
| Disciplina Capital Management LLC | 192 | $135.3K | 0.02% | 00.0% | Unchanged |
| Wintrust Investments LLC | 191 | $135.0K | 0.12% | +8+4.4% | Added |
| Park Square Financial Group, LLC | 188 | $132.4K | 0.09% | +188 | New |
| ORG Partners LLC | 186 | $131.2K | 0.02% | 00.0% | Unchanged |
| United Community Bank | 173 | $121.9K | 0.05% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 170 | $119.9K | 0.01% | 00.0% | Unchanged |
| Eastern Bank | 170 | $119.8K | 0.00% | +101+146.4% | Added |
| Westpac Banking Corp | 163 | $114.8K | 0.01% | 00.0% | Unchanged |
| AlphaCentric Advisors LLC | 159 | $112.0K | 0.11% | −8−4.8% | Reduced |
| UMA Financial Services, Inc. | 157 | $110.8K | 0.02% | +157 | New |
| Johnson Financial Group, Inc. | 140 | $105.8K | 0.00% | +61+77.2% | Added |
| Burkett Financial Services, LLC | 142 | $100.1K | 0.04% | +142 | New |
| CoreCap Advisors, LLC | 140 | $98.6K | 0.00% | +35+33.3% | Added |
| Thompson Investment Management, Inc. | 140 | $98.6K | 0.01% | +140 | New |
| High Note Wealth, LLC | 138 | $97.2K | 0.03% | +138 | New |
| Versant Capital Management, Inc | 131 | $92.3K | 0.02% | +67+104.7% | Added |
| Coppell Advisory Solutions LLC | 127 | $89.7K | 0.01% | +21+19.8% | Added |
| Ritter Daniher Financial Advisory LLC | 125 | $88.1K | 0.02% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 122 | $86.1K | 0.00% | +10+8.9% | Added |
| JFS Wealth Advisors, LLC | 120 | $84.5K | 0.01% | 00.0% | Unchanged |
| Hilltop National Bank | 119 | $83.8K | 0.03% | −7−5.6% | Reduced |
| Retirement Wealth Solutions LLC | 120 | $80.5K | 0.07% | +120 | New |
| Reyes Financial Architecture, Inc. | 112 | $78.9K | 0.06% | +112 | New |
| WR Wealth Planners, LLC | 111 | $78.2K | 0.03% | +9+8.8% | Added |
| Wellington Shields & Co., LLC | 107 | $75.4K | 0.02% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 105 | $74.0K | 0.05% | −2−1.9% | Reduced |
| Oakworth Capital, Inc. | 105 | $74.0K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 102 | $72.1K | 0.01% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 102 | $71.9K | 0.05% | +102 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 101 | $71.1K | 0.02% | +1+1.0% | Added |
| Chilton Capital Management LLC | 100 | $70.4K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 100 | $70.4K | 0.01% | 00.0% | Unchanged |
| YANKCOM Partnership | 100 | $70.4K | 0.04% | +100 | New |
| Bangor Savings Bank | 99 | $69.8K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 98 | $69.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 97 | $68.0K | 0.01% | −1−1.0% | Reduced |
| Hemington Wealth Management | 97 | $68.0K | 0.02% | +16+19.8% | Added |
| Medallion Wealth Advisors, LLC | 105 | $66.2K | 0.03% | +105 | New |
| Jackson, Grant Investment Advisers, Inc. | 89 | $62.7K | 0.02% | 00.0% | Unchanged |
| Washington Trust Co | 85 | $59.9K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 83 | $59.0K | 0.04% | −29−25.9% | Reduced |
| Beacon Capital Management, LLC | 82 | $57.8K | 0.01% | −28−25.5% | Reduced |
| Brown Brothers Harriman & Co | 81 | $57.1K | 0.00% | +39+92.9% | Added |
| Caitong International Asset Management Co., Ltd | 80 | $56.4K | 0.06% | +80 | New |
| Webster Bank, N. A. | 79 | $55.7K | 0.01% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 78 | $55.1K | 0.00% | +78 | New |
| Knott David M Jr | 78 | $54.9K | 0.02% | 00.0% | Unchanged |
| Park Place Capital Corp | 78 | $54.9K | 0.02% | +3+4.0% | Added |
| General Partner, Inc. | 77 | $54.2K | 0.03% | 00.0% | Unchanged |
| Quarry LP | 76 | $53.5K | 0.01% | +76 | New |
| Arlington Trust Co LLC | 75 | $52.8K | 0.01% | 00.0% | Unchanged |
| Mizuho Bank, Ltd. | 75 | $52.8K | 0.01% | +75 | New |
| Raleigh Capital Management Inc. | 71 | $50.1K | 0.02% | −8−10.1% | Reduced |
| Silicon Valley Capital Partners | 71 | $50.1K | 0.01% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 70 | $49.3K | 0.02% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 69 | $48.6K | 0.03% | −29,092−99.8% | Reduced |
| Twin Lakes Capital Management, LLC | 68 | $47.6K | 0.03% | +1+1.5% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 65 | $45.8K | 0.02% | 00.0% | Unchanged |
| MCF Advisors LLC | 61 | $43.0K | 0.00% | 00.0% | Unchanged |