| Coastline Trust Co | 622 | $47.7K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 613 | $46.9K | 0.02% | −33−5.1% | Reduced |
| Loomis Sayles & Co L P | 610 | $46.7K | 0.00% | −19,671−97.0% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 600 | $46.0K | 0.01% | +230+62.2% | Added |
| Strategic Wealth Partners, Ltd. | 525 | $40.2K | 0.00% | +525 | New |
| UMA Financial Services, Inc. | 523 | $40.1K | 0.01% | +150+40.2% | Added |
| Bryn Mawr Trust Co | 521 | $39.9K | 0.00% | −929−64.1% | Reduced |
| Westside Investment Management, Inc. | 528 | $39.8K | 0.01% | +264+100.0% | Added |
| Clear Street Markets LLC | 517 | $39.6K | 0.01% | +316+157.2% | Added |
| N.E.W. Advisory Services LLC | 501 | $38.4K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 462 | $35.4K | 0.00% | −38−7.6% | Reduced |
| CVA Family Office, LLC | 459 | $35.2K | 0.00% | −18−3.8% | Reduced |
| Catalyst Capital Advisors LLC | 434 | $33.3K | 0.00% | +434 | New |
| Bogart Wealth, LLC | 430 | $32.9K | 0.00% | +26+6.4% | Added |
| CGC Financial Services, LLC | 421 | $32.3K | 0.01% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 375 | $28.7K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 364 | $27.9K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 364 | $27.9K | 0.00% | +51+16.3% | Added |
| Prestige Wealth Management Group LLC | 341 | $26.1K | 0.01% | 00.0% | Unchanged |
| Compass Financial Services Inc | 337 | $25.9K | 0.01% | +337 | New |
| Frazier Financial Advisors, LLC | 337 | $25.8K | 0.02% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 325 | $24.9K | 0.01% | −2,752−89.4% | Reduced |
| CoreCap Advisors, LLC | 324 | $24.8K | 0.00% | −670−67.4% | Reduced |
| Asset Dedication, LLC | 311 | $23.8K | 0.00% | +112+56.3% | Added |
| Deseret Mutual Benefit Administrators | 308 | $23.6K | 0.01% | −71−18.7% | Reduced |
| Private Wealth Management Group, LLC | 300 | $23.0K | 0.01% | 00.0% | Unchanged |
| Financial Consulate, Inc | 241 | $18.5K | 0.00% | +241 | New |
| Horizon Financial Services, LLC | 234 | $17.9K | 0.01% | +192+457.1% | Added |
| Larson Financial Group LLC | 225 | $17.2K | 0.00% | −215−48.9% | Reduced |
| Princeton Global Asset Management LLC | 225 | $17.2K | 0.00% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 223 | $17.0K | 0.00% | +223 | New |
| Bokf, NA | 220 | $16.9K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 217 | $16.6K | 0.00% | 00.0% | Unchanged |
| Isthmus Partners, LLC | 211,271 | $16.2K | 0.00% | −2,533−1.2% | Reduced |
| Farmers & Merchants Investments Inc | 204 | $15.6K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 199 | $15.2K | 0.00% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 199 | $15.2K | 0.01% | +199 | New |
| True Wealth Design, LLC | 198 | $15.2K | 0.00% | +38+23.8% | Added |
| Palisade Asset Management, LLC | 192 | $14.7K | 0.00% | +192 | New |
| Barnes Dennig Private Wealth Management LLC | 190 | $14.6K | 0.02% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 190 | $14.6K | 0.00% | +190 | New |
| Bruce G. Allen Investments, LLC | 177 | $13.6K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 173 | $13.2K | 0.00% | +143+476.7% | Added |
| Aventura Private Wealth, LLC | 169 | $12.9K | 0.00% | +160+1,777.8% | Added |
| Crewe Advisors LLC | 168 | $12.9K | 0.00% | +168 | New |
| Solstein Capital, LLC | 168 | $12.9K | 0.01% | −26−13.4% | Reduced |
| Essential Partners LLC | 167 | $12.8K | 0.00% | −342−67.2% | Reduced |
| Salomon & Ludwin, LLC | 166 | $12.8K | 0.00% | +166 | New |
| Rocky Mountain Advisers, LLC | 163 | $12.5K | 0.00% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 712 | $12.3K | 0.01% | +552+345.0% | Added |
| Global Wealth Strategies & Associates | 160 | $12.3K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 150 | $11.5K | 0.00% | −784−83.9% | Reduced |
| Hazlett, Burt & Watson, Inc. | 150 | $11.0K | 0.00% | +150 | New |
| LGT Financial Advisors LLC | 139 | $10.6K | 0.02% | +1+0.7% | Added |
| Financial Management Professionals, Inc. | 137 | $10.5K | 0.00% | −315−69.7% | Reduced |
| GW&K Investment Management, LLC | 125 | $10.0K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 136 | $10.0K | 0.01% | +136 | New |
| South State Corp. | 126 | $9.65K | 0.00% | −29−18.7% | Reduced |
| CBIZ Investment Advisory Services, LLC | 117 | $8.96K | 0.00% | +86+277.4% | Added |
| DT Investment Partners, LLC | 112 | $8.58K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 110 | $8.43K | 0.00% | +67+155.8% | Added |
| Cherry Tree Wealth Management, LLC | 108 | $8.28K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 108 | $8.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 106 | $7.99K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 103 | $7.89K | 0.00% | +4+4.0% | Added |
| MV Capital Management, Inc. | 102 | $7.82K | 0.00% | −3−2.9% | Reduced |
| Wolff Wiese Magana LLC | 101 | $7.74K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 98 | $7.51K | 0.00% | +98 | New |
| Colonial Trust Advisors | 97 | $7.43K | 0.00% | +97 | New |
| Caitlin John, LLC | 96 | $7.36K | 0.01% | +96 | New |
| Foster Dykema Cabot & Partners, LLC | 93 | $7.13K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 99 | $6.94K | 0.00% | +4+4.2% | Added |
| Zions Bancorporation, National Association | 90 | $6.90K | 0.00% | −174−65.9% | Reduced |
| SJS Investment Consulting Inc. | 87 | $6.67K | 0.00% | +58+200.0% | Added |
| Sofos Investments, Inc. | 82 | $6.30K | 0.00% | +82 | New |
| Raffa Wealth Management, LLC | 81 | $6.21K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 75 | $5.75K | 0.00% | −1,050−93.3% | Reduced |
| Cary Street Partners Financial LLC | 75 | $5.75K | 0.00% | −511−87.2% | Reduced |
| First Command Advisory Services, Inc. | 70 | $5.36K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 68 | $5.00K | 0.00% | +7+11.5% | Added |
| Innovative Advisory Group, LLC | 65 | $4.98K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 64 | $4.90K | 0.00% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 54 | $4.14K | 0.00% | +54 | New |
| Westfuller Advisors, LLC | 54 | $4.11K | 0.00% | +54 | New |
| Legacy Wealth Managment, LLC | 53 | $4.06K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 53 | $4.02K | 0.00% | +15+39.5% | Added |
| DiNuzzo Private Wealth, Inc. | 56 | $4.01K | 0.00% | −1−1.8% | Reduced |
| SBI Securities Co., Ltd. | 50 | $3.83K | 0.00% | −4−7.4% | Reduced |
| Sunbelt Securities, Inc. | 50 | $3.83K | 0.00% | +50 | New |
| Steigerwald, Gordon & Koch Inc. | 49 | $3.75K | 0.00% | +49 | New |
| Cornerstone Planning Group LLC | 50 | $3.58K | 0.00% | +2+4.2% | Added |
| Glen Eagle Advisors, LLC | 46 | $3.53K | 0.00% | +46 | New |
| Sachetta, LLC | 46 | $3.52K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 43 | $3.29K | 0.00% | +43 | New |
| Wealth Watch Advisors, INC | 43 | $3.29K | 0.00% | +43 | New |
| First PREMIER Bank | 43 | $3.00K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 37 | $2.83K | 0.00% | +10+37.0% | Added |
| ORG Partners LLC | 36 | $2.76K | 0.00% | −48−57.1% | Reduced |
| JPL Wealth Management, LLC | 34 | $2.61K | 0.00% | +34 | New |
| Signature Resources Capital Management, LLC | 34 | $2.60K | 0.00% | 00.0% | Unchanged |