| SOA Wealth Advisors, LLC. | 278 | $45.0K | 0.01% | −340−55.0% | Reduced |
| TSFG, LLC | 264 | $43.0K | 0.01% | −780−74.7% | Reduced |
| Sargent Bickham Lagudis LLC | 268 | $43.0K | 0.00% | +25+10.3% | Added |
| Valley National Advisers Inc | 267 | $43.0K | 0.01% | +36+15.6% | Added |
| BDO Wealth Advisors, LLC | 260 | $42.0K | 0.00% | −375−59.1% | Reduced |
| Resources Management Corp | 260 | $42.0K | 0.01% | 00.0% | Unchanged |
| Masso Torrence Wealth Management Inc. | 260 | $42.0K | 0.03% | +260 | New |
| Montag A & Associates Inc | 255 | $41.0K | 0.00% | −737−74.3% | Reduced |
| Sound Income Strategies, LLC | 251 | $41.0K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 241 | $39.0K | 0.00% | +6+2.6% | Added |
| Industrial Alliance Investment Management Inc. | 241 | $39.0K | 0.00% | +241 | New |
| Albion Financial Group | 226 | $37.0K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 226 | $37.0K | 0.00% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 228 | $37.0K | 0.00% | +228 | New |
| Stonebridge Financial Planning Group, LLC | 330 | $36.0K | 0.02% | −100−23.3% | Reduced |
| Brewin Dolphin Wealth Management Ltd | 220 | $36.0K | 0.00% | +45+25.7% | Added |
| Itau Unibanco Holding S.A. | 219 | $36.0K | 0.00% | +219 | New |
| Paragon Capital Management Ltd | 221 | $36.0K | 0.01% | +221 | New |
| Princeton Global Asset Management LLC | 224 | $36.0K | 0.01% | +224 | New |
| Missouri Trust & Investment Co | 218 | $35.0K | 0.02% | +218 | New |
| Reilly Financial Advisors, LLC | 213 | $34.0K | 0.00% | +9+4.4% | Added |
| Simon Quick Advisors, LLC | 203 | $33.0K | 0.01% | −40−16.5% | Reduced |
| PrairieView Partners, LLC | 202 | $33.0K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 200 | $32.0K | 0.00% | −20−9.1% | Reduced |
| Country Trust Bank | 200 | $32.0K | 0.00% | 00.0% | Unchanged |
| Comprehensive Financial Consultants Institutional, Inc. | 274 | $32.0K | 0.02% | +274 | New |
| Evoke Wealth, LLC | 195 | $31.0K | 0.00% | −300−60.6% | Reduced |
| Avion Wealth | 190 | $31.0K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 195 | $31.0K | 0.01% | +175+875.0% | Added |
| Horizon Financial Services, LLC | 190 | $30.7K | 0.02% | +40+26.7% | Added |
| Earnest Partners LLC | 186 | $30.0K | 0.00% | 00.0% | Unchanged |
| Baron Financial Group, LLC | 180 | $29.1K | 0.02% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 179 | $29.0K | 0.00% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 180 | $29.0K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 177 | $29.0K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 175 | $28.0K | 0.00% | −20−10.3% | Reduced |
| Jones Financial Companies LLLP | 171 | $28.0K | 0.00% | +32+23.0% | Added |
| Beaird Harris Wealth Management, LLC | 175 | $28.0K | 0.01% | +175 | New |
| Addison Advisors LLC | 165 | $27.0K | 0.02% | +165 | New |
| Toth Financial Advisory Corp | 162 | $26.0K | 0.00% | −10−5.8% | Reduced |
| Pflug Koory, LLC | 157 | $25.0K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 153 | $25.0K | 0.01% | +79+106.8% | Added |
| RE Dickinson Investment Advisors, LLC | 154 | $25.0K | 0.02% | +154 | New |
| City State Bank | 157 | $25.0K | 0.02% | +157 | New |
| Global Financial Private Client, LLC | 150 | $24.2K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 150 | $24.0K | 0.01% | +21+16.3% | Added |
| Farmers & Merchants Investments Inc | 150 | $24.0K | 0.00% | +91+154.2% | Added |
| Cassady Schiller Wealth Management, LLC | 151 | $24.0K | 0.01% | +151 | New |
| Gould Capital, LLC | 150 | $24.0K | 0.02% | +150 | New |
| TFC Financial Management | 141 | $23.0K | 0.01% | −22−13.5% | Reduced |
| Clearview Wealth Advisors LLC | 141 | $23.0K | 0.01% | +18+14.6% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 130 | $21.0K | 0.00% | −231,344−99.9% | Reduced |
| Zullo Investment Group, Inc. | 130 | $21.0K | 0.01% | +130 | New |
| Kelly Financial Services LLC | 130 | $21.0K | 0.01% | +20+18.2% | Added |
| TCI Wealth Advisors, Inc. | 122 | $20.0K | 0.00% | −88−41.9% | Reduced |
| Coastal Capital Group, Inc. | 111 | $18.0K | 0.00% | +58+109.4% | Added |
| Blue Bell Private Wealth Management, LLC | 110 | $18.0K | 0.00% | +110 | New |
| Hantz Financial Services, Inc. | 104 | $17.0K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 106 | $17.0K | 0.01% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 102 | $17.0K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 104 | $17.0K | 0.01% | +4+4.0% | Added |
| Parkside Financial Bank & Trust | 101 | $16.0K | 0.00% | −310−75.4% | Reduced |
| Plante Moran Financial Advisors, LLC | 100 | $16.0K | 0.00% | −29−22.5% | Reduced |
| JCSD Capital, LLC | 100 | $16.0K | 0.02% | 00.0% | Unchanged |
| Community Bank, N.A. | 100 | $16.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 100 | $16.0K | 0.01% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 100 | $16.0K | 0.00% | +100 | New |
| Hanson & Doremus Investment Management | 100 | $16.0K | 0.00% | +100 | New |
| High Net Worth Advisory Group LLC | 100 | $16.0K | 0.01% | +100 | New |
| Archer Investment Corp | 97 | $15.7K | 0.01% | −17−14.9% | Reduced |
| Bell Investment Advisors, Inc | 91 | $15.0K | 0.00% | −33−26.6% | Reduced |
| Quent Capital, LLC | 92 | $15.0K | 0.00% | +92 | New |
| HBC Financial Services, PLLC | 237 | $14.0K | 0.01% | +102+75.6% | Added |
| Loomis Sayles & Co L P | 84 | $14.0K | 0.00% | −11−11.6% | Reduced |
| Agf Investments Inc. | 85 | $14.0K | 0.00% | +30+54.5% | Added |
| Dixon Hughes Goodman Wealth Advisors LLC | 86 | $14.0K | 0.00% | +86 | New |
| Arlington Partners LLC | 78 | $13.0K | 0.00% | −59−43.1% | Reduced |
| Lumature Wealth Partners, LLC | 80 | $13.0K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 80 | $13.0K | 0.00% | +80 | New |
| Global Trust Asset Management, LLC | 75 | $12.0K | 0.00% | +75 | New |
| Elmwood Wealth Management, Inc. | 75 | $12.0K | 0.01% | +75 | New |
| Caldwell Trust Co | 69 | $11.1K | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 70 | $11.0K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 69 | $11.0K | 0.00% | +19+38.0% | Added |
| SRS Capital Advisors, Inc. | 70 | $11.0K | 0.00% | +46+191.7% | Added |
| Ravenstone Capital Management Inc. | 65 | $10.5K | 0.01% | +65 | New |
| Endurance Wealth Management, Inc. | 60 | $10.0K | 0.00% | −300−83.3% | Reduced |
| JNBA Financial Advisors | 61 | $10.0K | 0.00% | −16−20.8% | Reduced |
| Orion Capital Management LLC | 65 | $10.0K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 60 | $10.0K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 64 | $10.0K | 0.01% | +25+64.1% | Added |
| Logan Capital Management Inc | 63 | $10.0K | 0.00% | +34+117.2% | Added |
| Baldrige Asset Management LLC | 53 | $9.00K | 0.00% | −37−41.1% | Reduced |
| Antonetti Capital Management LLC | 55 | $9.00K | 0.01% | +5+10.0% | Added |
| McIlrath & Eck, LLC | 58 | $9.00K | 0.00% | +40+222.2% | Added |
| Westwood Wealth Management | 32,865 | $9.00K | 0.01% | +32,865 | New |
| Steward Financial Group LLC | 60 | $9.00K | 0.01% | +60 | New |
| Raffa Wealth Management, LLC | 52 | $8.40K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 48 | $8.00K | 0.00% | −216,379−100.0% | Reduced |
| Sofos Investments, Inc. | 162 | $8.00K | 0.00% | +162 | Added |
