| Geneos Wealth Management Inc. | 1,032 | $102.7K | 0.00% | +902+693.8% | Added |
| Capital Performance Advisors LLP | 1,014 | $100.9K | 0.03% | +1,014 | New |
| Atticus Wealth Management, LLC | 1,003 | $99.8K | 0.03% | +27+2.8% | Added |
| Colonial Trust Advisors | 951 | $94.6K | 0.01% | −250−20.8% | Reduced |
| Harbour Investments, Inc. | 930 | $92.5K | 0.00% | +88+10.5% | Added |
| Huntington National Bank | 929 | $92.4K | 0.00% | −114−10.9% | Reduced |
| Golden State Equity Partners | 920 | $91.5K | 0.01% | −4,432−82.8% | Reduced |
| Alta Advisers Ltd | 900 | $89.5K | 0.04% | +900 | New |
| Quadrant Capital Group LLC | 899 | $89.4K | 0.01% | +2+0.2% | Added |
| Oliver Lagore Vanvalin Investment Group | 886 | $88.1K | 0.02% | −177−16.7% | Reduced |
| Larson Financial Group LLC | 839 | $83.5K | 0.00% | +587+232.9% | Added |
| Silicon Valley Capital Partners | 774 | $77.0K | 0.01% | 00.0% | Unchanged |
| Groupama Asset Managment | 924 | $73.8K | 0.00% | +924 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 716 | $71.2K | 0.02% | +631+742.4% | Added |
| Raleigh Capital Management Inc. | 671 | $66.8K | 0.03% | −52−7.2% | Reduced |
| McMahon Financial Advisors, LLC | 671 | $66.8K | 0.01% | +671 | New |
| Venturi Wealth Management, LLC | 669 | $66.6K | 0.00% | −4,203−86.3% | Reduced |
| Smartleaf Asset Management LLC | 648 | $63.8K | 0.01% | +458+241.1% | Added |
| Allworth Financial LP | 638 | $63.5K | 0.00% | +100+18.6% | Added |
| Quarry LP | 609 | $60.6K | 0.02% | −44−6.7% | Reduced |
| Parkside Financial Bank & Trust | 602 | $59.9K | 0.01% | +270+81.3% | Added |
| Versant Capital Management, Inc | 596 | $59.3K | 0.01% | +355+147.3% | Added |
| Washington Trust Co | 560 | $55.7K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 561 | $55.2K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 614 | $50.1K | 0.01% | −1,049−63.1% | Reduced |
| TruNorth Capital Management, LLC | 501 | $49.9K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 500 | $49.7K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 463 | $46.1K | 0.00% | −37,799−98.8% | Reduced |
| ORG Partners LLC | 458 | $45.5K | 0.01% | +92+25.1% | Added |
| Bell Investment Advisors, Inc | 447 | $44.5K | 0.01% | +3+0.7% | Added |
| Clear Point Advisors Inc. | 442 | $44.0K | 0.03% | +217+96.4% | Added |
| Hollencrest Capital Management | 386 | $38.4K | 0.00% | −11−2.8% | Reduced |
| RiverPark Advisors, LLC | 381 | $37.9K | 0.03% | −139−26.7% | Reduced |
| Armstrong Advisory Group, Inc | 377 | $37.5K | 0.00% | −119−24.0% | Reduced |
| Massmutual Trust Co FSB | 373 | $37.1K | 0.00% | +60+19.2% | Added |
| True Wealth Design, LLC | 366 | $36.4K | 0.01% | +351+2,340.0% | Added |
| ORG Wealth Partners, LLC | 366 | $36.4K | 0.01% | +366 | New |
| AdvisorNet Financial, Inc | 350 | $34.8K | 0.00% | +330+1,650.0% | Added |
| Ancora Advisors, LLC | 333 | $33.2K | 0.00% | −60−15.3% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 300 | $33.0K | 0.00% | +40+15.4% | Added |
| Skopos Labs, Inc. | 301 | $29.9K | 0.01% | +301 | New |
| Mark Sheptoff Financial Planning, LLC | 300 | $29.8K | 0.02% | +200+200.0% | Added |
| Global Trust Asset Management, LLC | 300 | $29.8K | 0.01% | +300 | New |
| CarsonAllaria Wealth Management, Ltd. | 276 | $27.5K | 0.02% | 00.0% | Unchanged |
| MidAtlantic Capital Management, Inc. | 213 | $21.2K | 0.02% | +213 | New |
| Anchor Investment Management, LLC | 200 | $19.9K | 0.00% | −100−33.3% | Reduced |
| Central Trust Co | 200 | $19.9K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 200 | $19.9K | 0.00% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 200 | $19.9K | 0.01% | +200 | New |
| Tradewinds Capital Management, LLC | 181 | $18.0K | 0.00% | +135+293.5% | Added |
| Loomis Sayles & Co L P | 168 | $17.0K | 0.00% | +168 | New |
| REAP Financial Group, LLC | 165 | $16.4K | 0.00% | −10−5.7% | Reduced |
| Pittenger & Anderson Inc | 163 | $16.2K | 0.00% | 00.0% | Unchanged |
| Pier Capital, LLC | 159 | $15.8K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 152 | $15.1K | 0.01% | +102+204.0% | Added |
| Mather Group, LLC. | 152 | $15.1K | 0.00% | −199−56.7% | Reduced |
| TD Private Client Wealth LLC | 148 | $14.7K | 0.00% | +46+45.1% | Added |
| WR Wealth Planners, LLC | 148 | $14.7K | 0.00% | +116+362.5% | Added |
| Red Tortoise LLC | 147 | $14.6K | 0.01% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 142 | $14.1K | 0.02% | +30+26.8% | Added |
| Jamison Private Wealth Management, Inc. | 133 | $13.2K | 0.00% | +133 | New |
| HighMark Wealth Management LLC | 132 | $13.1K | 0.01% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 128 | $12.7K | 0.00% | +128 | New |
| Rosenberg Matthew Hamilton | 127 | $12.6K | 0.00% | +127 | New |
| Washington Trust Advisors, Inc. | 123 | $12.3K | 0.00% | +24+24.2% | Added |
| Beacon Capital Management, LLC | 115 | $11.4K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 115 | $11.4K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 101 | $9.99K | 0.00% | −45−30.8% | Reduced |
| Chesapeake Asset Management LLC | 100 | $9.95K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 100 | $9.95K | 0.00% | +100 | New |
| JFS Wealth Advisors, LLC | 97 | $9.65K | 0.00% | −3−3.0% | Reduced |
| Sachetta, LLC | 89 | $8.86K | 0.00% | −1−1.1% | Reduced |
| FSA Wealth Management LLC | 83 | $8.26K | 0.00% | +83 | New |
| Abich Financial Wealth Management LLC | 83 | $8.26K | 0.02% | +83 | New |
| Sound Income Strategies, LLC | 82 | $8.16K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 76 | $8.00K | 0.00% | −85−52.8% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 87 | $8.00K | 0.00% | −63−42.0% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 79 | $8.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 74 | $7.36K | 0.00% | +68+1,133.3% | Added |
| IAG Wealth Partners, LLC | 67 | $6.67K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 65 | $6.47K | 0.00% | +65 | New |
| Kayne Anderson Rudnick Investment Management LLC | 61 | $6.07K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 60 | $6.00K | 0.00% | +60 | New |
| Cape Investment Advisory, Inc. | 55 | $5.47K | 0.00% | +55 | New |
| Baldwin Brothers Inc | 53 | $5.27K | 0.00% | +53 | New |
| Raffa Wealth Management, LLC | 52 | $5.17K | 0.00% | 00.0% | Unchanged |
| Kennebec Savings Bank | 52 | $5.17K | 0.01% | +52 | New |
| Avion Wealth | 53 | $5.00K | 0.00% | −3−5.4% | Reduced |
| Hilltop National Bank | 50 | $4.97K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 50 | $4.97K | 0.00% | +50 | New |
| 1620 Investment Advisors, Inc. | 50 | $4.97K | 0.00% | +50 | New |
| Quent Capital, LLC | 47 | $4.68K | 0.00% | +47 | New |
| Stone House Investment Management, LLC | 40 | $3.98K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 39 | $3.88K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 34 | $3.38K | 0.00% | +11+47.8% | Added |
| First Pacific Financial | 33 | $3.28K | 0.00% | +7+26.9% | Added |
| Investors Research Corp | 30 | $2.98K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 28 | $2.79K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 28 | $2.79K | 0.00% | +28 | New |
| Assetmark, Inc | 26 | $2.56K | 0.00% | +25+2,500.0% | Added |
