| Tyler-Stone Wealth Management | 1 | $1.22K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 2 | $2.44K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 2 | $2.44K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 2 | $2.44K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 3 | $3.63K | 0.00% | −72−96.0% | Reduced |
| Jackson Hole Capital Partners, LLC | 3 | $3.66K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 3 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 5 | $5.90K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 5 | $5.98K | 0.00% | +5 | New |
| Center for Financial Planning, Inc. | 5 | $6.10K | 0.00% | +5 | New |
| GHP Investment Advisors, Inc. | 6 | $7.32K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 7 | $8.54K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7 | $8.54K | 0.00% | +7 | New |
| Financial Advisory Service, Inc. | 9 | $11.0K | 0.00% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 10 | $12.2K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 10 | $12.2K | 0.01% | −18−64.3% | Reduced |
| Howe & Rusling Inc | 10 | $12.2K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 10 | $12.2K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 10 | $12.2K | 0.01% | +10 | New |
| Spire Wealth Management | 13 | $15.9K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 13 | $15.9K | 0.00% | +13 | New |
| EverSource Wealth Advisors, LLC | 14 | $16.0K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 15 | $18.3K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 15 | $18.3K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 20 | $24.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 23 | $27.7K | 0.00% | +1+4.5% | Added |
| Global Financial Private Client, LLC | 25 | $30.3K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 25 | $30.5K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 32 | $39.0K | 0.00% | −20−38.5% | Reduced |
| Union Savings Bank | 32 | $39.0K | 0.02% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 32 | $39.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 33 | $40.2K | 0.00% | −10−23.3% | Reduced |
| Colonial Trust Advisors | 33 | $40.2K | 0.00% | +33 | New |
| Gilliland Jeter Wealth Management LLC | 35 | $42.3K | 0.01% | +35 | New |
| Farther Finance Advisors, LLC | 36 | $43.6K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 38 | $46.3K | 0.01% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 41 | $50.0K | 0.04% | 00.0% | Unchanged |
| Logan Capital Management Inc | 44 | $53.2K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 45 | $54.9K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 45 | $54.9K | 0.01% | +45 | New |
| Franklin Resources Inc | 48 | $58.5K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 50 | $61.0K | 0.00% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 70 | $85.4K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 80 | $97.5K | 0.00% | +5+6.7% | Added |
| Fifth Third Bancorp | 81 | $98.8K | 0.00% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 90 | $109.7K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 92 | $112.0K | 0.00% | +27+41.5% | Added |
| Steward Partners Investment Advisory, LLC | 99 | $120.7K | 0.00% | −2−2.0% | Reduced |
| Powell Investment Advisors, LLC | 100 | $120.9K | 0.06% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 103 | $125.6K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 103 | $125.6K | 0.00% | 00.0% | Unchanged |
| Cove Street Capital, LLC | 115 | $139.0K | 0.04% | 00.0% | Unchanged |
| IFP Advisors, Inc | 115 | $140.2K | 0.01% | −30−20.7% | Reduced |
| Brown Brothers Harriman & Co | 150 | $182.9K | 0.00% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 165 | $201.2K | 0.01% | +165 | New |
| Journey Advisory Group, LLC | 165 | $201.2K | 0.02% | +165 | New |
| Income Research & Management | 165 | $201.3K | 0.14% | +165 | New |
| Baxter Bros Inc | 165 | $201.6K | 0.03% | +165 | New |
| Riverview Trust Co | 167 | $203.6K | 0.16% | +167 | New |
| Financial Advocates Investment Management | 172 | $209.3K | 0.01% | +1+0.6% | Added |
| Bridgewealth Advisory Group, LLC | 172 | $209.7K | 0.10% | 00.0% | Unchanged |
| GWM Advisors LLC | 175 | $213.4K | 0.00% | +95+118.8% | Added |
| WealthBridge Capital Management, LLC | 184 | $224.2K | 0.08% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 185 | $225.6K | 0.01% | 00.0% | Unchanged |
| Montecito Bank & Trust | 185 | $225.7K | 0.05% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 187 | $228.0K | 0.01% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 195 | $231.4K | 0.01% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 190 | $231.7K | 0.00% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 200 | $243.9K | 0.01% | +200 | New |
| Private Trust Co NA | 206 | $251.2K | 0.03% | +22+12.0% | Added |
| RDA Financial Network | 212 | $258.5K | 0.09% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 221 | $269.5K | 0.02% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 226 | $275.2K | 0.01% | +226 | New |
| Chilton Investment Co LLC | 239 | $291.5K | 0.01% | 00.0% | Unchanged |
| Gabelli & Co Investment Advisers, Inc. | 250 | $304.8K | 0.05% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 250 | $304.8K | 0.01% | 00.0% | Unchanged |
| Evanson Asset Management, LLC | 250 | $304.8K | 0.02% | 00.0% | Unchanged |
| Michael B. Yongue | 264 | $321.9K | 0.28% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 270 | $329.2K | 0.00% | 00.0% | Unchanged |
| PFG Investments, LLC | 275 | $335.3K | 0.02% | +275 | New |
| Whittier Trust Co | 276 | $336.5K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 280 | $341.4K | 0.00% | −636−69.4% | Reduced |
| Newman Dignan & Sheerar, Inc. | 281 | $342.4K | 0.09% | +3+1.1% | Added |
| Brown Advisory Inc | 285 | $347.5K | 0.00% | +285 | New |
| AlphaCore Capital LLC | 286 | $349.1K | 0.09% | −41−12.5% | Reduced |
| Westshore Wealth, LLC | 291 | $354.8K | 0.15% | 00.0% | Unchanged |
| Cerity Partners LLC | 299 | $364.4K | 0.00% | +31+11.6% | Added |
| The PNC Financial Services Group, Inc. | 309 | $376.8K | 0.00% | −36−10.4% | Reduced |
| Smith, Moore & Co. | 310 | $378.0K | 0.04% | 00.0% | Unchanged |
| Quest Investment Management LLC | 310 | $378.2K | 0.04% | 00.0% | Unchanged |
| Heirloom Wealth Management | 313 | $381.7K | 0.13% | −3−0.9% | Reduced |
| Independent Advisor Alliance | 320 | $390.3K | 0.01% | −258−44.6% | Reduced |
| ELCO Management Co., LLC | 328 | $399.9K | 0.24% | −25−7.1% | Reduced |
| Aull & Monroe Investment Management Corp | 333 | $406.0K | 0.19% | −20−5.7% | Reduced |
| Blair William & Co | 342 | $417.0K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 356 | $433.8K | 0.00% | −36−9.2% | Reduced |
| Comerica Bank | 372 | $453.6K | 0.00% | −152−29.0% | Reduced |
| Principle Wealth Partners LLC | 374 | $456.0K | 0.04% | +124+49.6% | Added |
| United Capital Financial Advisers, LLC | 400 | $487.7K | 0.00% | −50−11.1% | Reduced |
| Resources Investment Advisors, LLC. | 411 | $501.1K | 0.01% | 00.0% | Unchanged |