| Zions Bancorporation, N.A. | 500 | $50.9K | 0.00% | −34−6.4% | Reduced |
| HHM Wealth Advisors, LLC | 497 | $50.6K | 0.01% | −55−10.0% | Reduced |
| Heritage Wealth Advisors | 466 | $47.5K | 0.00% | −66−12.4% | Reduced |
| Godsey & Gibb Associates | 466 | $47.5K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 454 | $46.3K | 0.00% | +178+64.5% | Added |
| West Oak Capital, LLC | 443 | $45.1K | 0.02% | −79−15.1% | Reduced |
| Private Wealth Management Group, LLC | 441 | $44.9K | 0.02% | 00.0% | Unchanged |
| Eisler Capital Management Ltd. | 446 | $44.8K | 0.00% | +446 | New |
| Versant Capital Management, Inc | 437 | $44.5K | 0.01% | +255+140.1% | Added |
| Murphy & Mullick Capital Management Corp | 434 | $44.2K | 0.04% | +434 | New |
| Tompkins Financial Corp | 421 | $42.9K | 0.00% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 420 | $42.8K | 0.00% | +420 | New |
| Raleigh Capital Management Inc. | 418 | $42.6K | 0.02% | +109+35.3% | Added |
| Geneos Wealth Management Inc. | 411 | $41.9K | 0.00% | +411 | New |
| CoreCap Advisors, LLC | 408 | $41.6K | 0.00% | −48−10.5% | Reduced |
| Cassady Schiller Wealth Management, LLC | 378 | $38.5K | 0.01% | +28+8.0% | Added |
| Atlantic Trust, LLC | 365 | $37.1K | 0.01% | +9+2.5% | Added |
| Capital Advisors, Ltd. LLC | 357 | $36.0K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 352 | $35.9K | 0.00% | +336+2,100.0% | Added |
| Pension & Wealth Management Advisors, Inc. | 351 | $35.8K | 0.01% | 00.0% | Unchanged |
| Evelyn Partners Investment Management (Europe) Ltd | 349 | $35.5K | 0.01% | +349 | New |
| Hoey Investments, Inc | 341 | $34.7K | 0.01% | −78−18.6% | Reduced |
| Delta Asset Management LLC | 316 | $32.2K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 315 | $32.1K | 0.00% | −85−21.3% | Reduced |
| Cetera Trust Company, N.A | 308 | $31.4K | 0.02% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 301 | $31.0K | 0.00% | +11+3.8% | Added |
| Global Financial Private Client, LLC | 304 | $31.0K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 302 | $30.8K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 301 | $30.7K | 0.01% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 300 | $30.6K | 0.00% | −13−4.2% | Reduced |
| Bernard Wealth Management Corp. | 294 | $29.9K | 0.01% | +294 | New |
| Laurel Wealth Advisors LLC | 292 | $29.7K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 286 | $29.1K | 0.01% | +286 | New |
| SIMA Wealth Partners, LLC | 284 | $28.9K | 0.02% | −48−14.5% | Reduced |
| Global Trust Asset Management, LLC | 281 | $28.6K | 0.01% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 280 | $28.5K | 0.02% | −4−1.4% | Reduced |
| Brown, Lisle/Cummings, Inc. | 277 | $28.2K | 0.01% | −188−40.4% | Reduced |
| Johnson Financial Group, Inc. | 263 | $27.2K | 0.00% | −311−54.2% | Reduced |
| First Command Advisory Services, Inc. | 266 | $27.1K | 0.00% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 266 | $26.2K | 0.00% | +266 | New |
| Monetary Management Group Inc | 249 | $25.3K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 251 | $25.0K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 235 | $23.9K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 234 | $23.8K | 0.01% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 233 | $23.7K | 0.01% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 233 | $23.7K | 0.03% | +233 | New |
| Salem Investment Counselors Inc | 225 | $22.9K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 217 | $22.1K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 216 | $22.0K | 0.01% | −7−3.1% | Reduced |
| Hollencrest Capital Management | 216 | $22.0K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 213 | $21.7K | 0.00% | −133−38.4% | Reduced |
| J.Safra Asset Management Corp | 203 | $20.7K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 203 | $20.7K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 202 | $20.6K | 0.01% | −6−2.9% | Reduced |
| Centricity Wealth Management, LLC | 201 | $20.5K | 0.02% | +201 | New |
| Addison Advisors LLC | 200 | $20.4K | 0.01% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 198 | $20.2K | 0.01% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 196 | $20.0K | 0.00% | +196 | New |
| Venturi Wealth Management, LLC | 189 | $19.3K | 0.00% | −53−21.9% | Reduced |
| Studio Investment Management LLC | 188 | $19.2K | 0.00% | −20−9.6% | Reduced |
| HighMark Wealth Management LLC | 187 | $19.0K | 0.01% | 00.0% | Unchanged |
| Security National Bank | 182 | $18.5K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 182 | $18.5K | 0.00% | +136+295.7% | Added |
| Bellwether Advisors, LLC | 181 | $18.4K | 0.00% | +181 | New |
| Ransom Advisory, Ltd | 177 | $18.0K | 0.01% | −107−37.7% | Reduced |
| Strengthening Families & Communities, LLC | 177 | $18.0K | 0.01% | −42−19.2% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 172 | $17.5K | 0.00% | −5−2.8% | Reduced |
| Grove Bank & Trust | 171 | $17.4K | 0.00% | +31+22.1% | Added |
| Covestor Ltd | 170 | $17.0K | 0.01% | +2+1.2% | Added |
| Van Hulzen Asset Management, LLC | 164 | $16.7K | 0.00% | +164 | New |
| Hexagon Capital Partners LLC | 154 | $15.7K | 0.00% | −32−17.2% | Reduced |
| Rise Advisors, LLC | 153 | $15.6K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 153 | $15.6K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management Services Ltd | 152 | $15.5K | 0.00% | +152 | New |
| Blume Capital Management, Inc. | 150 | $15.3K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 136 | $13.9K | 0.00% | −20−12.8% | Reduced |
| West Paces Advisors Inc. | 135 | $13.8K | 0.00% | −87−39.2% | Reduced |
| Northwest Bank & Trust Co | 127 | $13.7K | 0.01% | −16−11.2% | Reduced |
| Truvestments Capital LLC | 132 | $13.4K | 0.00% | −5−3.6% | Reduced |
| Financial Management Professionals, Inc. | 127 | $12.9K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 115 | $11.7K | 0.00% | −124−51.9% | Reduced |
| Catalyst Capital Advisors LLC | 115 | $11.7K | 0.00% | 00.0% | Unchanged |
| Financial Life Planners | 114 | $11.7K | 0.01% | +114 | New |
| McIlrath & Eck, LLC | 114 | $11.6K | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 113 | $11.5K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 113 | $11.5K | 0.00% | −36−24.2% | Reduced |
| Bell Investment Advisors, Inc | 112 | $11.4K | 0.00% | −8−6.7% | Reduced |
| MCF Advisors LLC | 105 | $10.7K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 105 | $10.7K | 0.01% | +105 | New |
| Cherry Tree Wealth Management, LLC | 104 | $10.6K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 101 | $10.3K | 0.00% | −92−47.7% | Reduced |
| Minot DeBlois Advisors LLC | 101 | $10.3K | 0.01% | +101 | New |
| Atwood & Palmer Inc | 100 | $10.2K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 100 | $10.2K | 0.00% | +100 | New |
| Hopwood Financial Services, Inc. | 100 | $10.2K | 0.01% | +100 | New |
| Crowley Wealth Management, Inc. | 100 | $10.2K | 0.01% | +100 | New |
| Asset Planning,Inc | 96 | $9.78K | 0.01% | +96 | New |
| Cornerstone Planning Group LLC | 94 | $9.71K | 0.00% | +2+2.2% | Added |
| Key Financial Inc | 94 | $9.57K | 0.00% | −21−18.3% | Reduced |
| Continuum Advisory, LLC | 92 | $9.37K | 0.00% | −3−3.2% | Reduced |
