| Edge Wealth Management LLC | 70 | $13.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 76 | $14.0K | 0.00% | −434−85.1% | Reduced |
| Asset Dedication, LLC | 72 | $14.0K | 0.00% | −167−69.9% | Reduced |
| Private Capital Group, LLC | 76 | $14.0K | 0.00% | −155−67.1% | Reduced |
| Washington Trust Co | 76 | $14.0K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 75 | $14.0K | 0.00% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 80 | $14.0K | 0.00% | +80 | New |
| Tortoise Investment Management, LLC | 83 | $15.0K | 0.00% | −75−47.5% | Reduced |
| Versant Capital Management, Inc | 83 | $15.0K | 0.00% | −45−35.2% | Reduced |
| Tradition Wealth Management, LLC | 80 | $15.0K | 0.00% | −15−15.8% | Reduced |
| Earnest Partners LLC | 80 | $15.0K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 82 | $15.0K | 0.00% | 00.0% | Unchanged |
| Carroll Investors, Inc | 88 | $15.0K | 0.01% | +88 | New |
| Ogorek Anthony Joseph | 89 | $16.0K | 0.01% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 88 | $16.0K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 86 | $16.0K | 0.00% | +51+145.7% | Added |
| Outfitter Financial LLC | 95 | $17.0K | 0.01% | +95 | New |
| Meeder Asset Management Inc | 99 | $18.0K | 0.00% | −22−18.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 100 | $18.0K | 0.00% | 00.0% | Unchanged |
| Spectrum Management Group, LLC | 100 | $18.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 100 | $18.0K | 0.00% | 00.0% | Unchanged |
| IronBridge Private Wealth, LLC | 100 | $18.0K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 100 | $18.0K | 0.01% | +49+96.1% | Added |
| Baystate Wealth Management LLC | 100 | $18.0K | 0.00% | +100 | New |
| Atlantic Trust, LLC | 100 | $18.0K | 0.01% | +100 | New |
| Stephens Consulting, LLC | 103 | $18.9K | 0.02% | +103 | New |
| Rockbridge Investment Management, LCC | 101 | $19.0K | 0.00% | −16−13.7% | Reduced |
| Financial Perspectives, Inc | 108 | $19.9K | 0.01% | −26−19.4% | Reduced |
| CKW Financial Group | 100 | $20.0K | 0.00% | −375−78.9% | Reduced |
| Clean Yield Group | 115 | $21.0K | 0.01% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 113 | $21.0K | 0.01% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 115 | $21.0K | 0.01% | +115 | New |
| Massmutual Trust Co FSB | 117 | $22.0K | 0.00% | −81−40.9% | Reduced |
| Sargent Bickham Lagudis LLC | 117 | $22.0K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 119 | $22.0K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 127 | $23.0K | 0.00% | −77−37.7% | Reduced |
| State of Wyoming | 127 | $23.0K | 0.01% | −48−27.4% | Reduced |
| BDO Wealth Advisors, LLC | 125 | $23.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 126 | $23.0K | 0.01% | +113+869.2% | Added |
| Ahrens Investment Partners LLC | 125 | $23.0K | 0.01% | +125 | New |
| HHM Wealth Advisors, LLC | 133 | $24.0K | 0.01% | −6−4.3% | Reduced |
| Westside Investment Management, Inc. | 132 | $24.0K | 0.00% | +7+5.6% | Added |
| Parkside Financial Bank & Trust | 133 | $24.0K | 0.01% | +39+41.5% | Added |
| Estabrook Capital Management | 137 | $25.2K | 0.00% | +30+28.0% | Added |
| Bamco Inc | 143 | $26.0K | 0.00% | −31,214−99.5% | Reduced |
| Bedel Financial Consulting, Inc. | 144 | $26.0K | 0.01% | −25−14.8% | Reduced |
| PSI Advisors, LLC | 141 | $26.0K | 0.01% | −15−9.6% | Reduced |
| Cordasco Financial Network | 142 | $26.0K | 0.02% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 141 | $26.0K | 0.01% | +49+53.3% | Added |
| Rise Advisors, LLC | 144 | $26.5K | 0.03% | +144 | New |
| Sittner & Nelson, LLC | 150 | $28.0K | 0.02% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 150 | $28.0K | 0.00% | +50+50.0% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 150 | $28.0K | 0.02% | +64+74.4% | Added |
| Ellevest, Inc. | 150 | $28.0K | 0.00% | +73+94.8% | Added |
| BerganKDV Wealth Management, LLC | 154 | $28.0K | 0.00% | +91+144.4% | Added |
| Mizuho Securities Co. Ltd. | 156 | $29.0K | 0.01% | −1,000−86.5% | Reduced |
| Global Trust Asset Management, LLC | 159 | $29.0K | 0.01% | +145+1,035.7% | Added |
| City State Bank | 155 | $29.0K | 0.02% | +155 | New |
| Burleson & Company, LLC | 170 | $31.0K | 0.00% | −95−35.8% | Reduced |
| Reilly Financial Advisors, LLC | 176 | $32.0K | 0.00% | +100+131.6% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 180 | $33.0K | 0.00% | −3−1.6% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 180 | $33.0K | 0.01% | +13+7.8% | Added |
| Snowden Capital Advisors LLC | 184 | $33.0K | 0.00% | +184 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 193 | $35.0K | 0.00% | −25,000−99.2% | Reduced |
| Key Financial Inc | 190 | $35.0K | 0.02% | +180+1,800.0% | Added |
| Castleview Partners, LLC | 6,436 | $35.0K | 0.00% | +6,436 | New |
| EverSource Wealth Advisors, LLC | 195 | $36.0K | 0.01% | +195 | New |
| Huntington National Bank | 200 | $37.0K | 0.00% | −100−33.3% | Reduced |
| Plante Moran Financial Advisors, LLC | 202 | $37.0K | 0.01% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 201 | $37.0K | 0.01% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 200 | $37.0K | 0.02% | +100+100.0% | Added |
| Harvest Fund Management Co., Ltd | 201 | $38.0K | 0.01% | −266−57.0% | Reduced |
| Tyler-Stone Wealth Management | 205 | $38.0K | 0.02% | +205 | New |
| Ancora Advisors, LLC | 211 | $39.0K | 0.00% | +51+31.9% | Added |
| JFS Wealth Advisors, LLC | 219 | $40.0K | 0.00% | +9+4.3% | Added |
| Salem Investment Counselors Inc | 215 | $40.0K | 0.00% | +15+7.5% | Added |
| Amplius Wealth Advisors, LLC | 220 | $40.0K | 0.01% | +220 | New |
| Kozak & Associates, Inc. | 400 | $41.0K | 0.03% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 223 | $41.0K | 0.01% | −7−3.0% | Reduced |
| Covestor Ltd | 223 | $41.0K | 0.06% | +223 | New |
| Brown, Lisle/Cummings, Inc. | 225 | $41.4K | 0.02% | +225 | New |
| Signet Financial Management, LLC | 228 | $42.0K | 0.01% | +228 | New |
| Trust Co of Vermont | 233 | $43.0K | 0.00% | +233 | New |
| Cornerstone Advisory, LLC | 239 | $44.0K | 0.01% | +239 | New |
| Johnson Financial Group, Inc. | 246 | $45.0K | 0.00% | −41−14.3% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 248 | $46.0K | 0.01% | −45−15.4% | Reduced |
| Carmichael Hill & Associates, Inc. | 268 | $49.0K | 0.02% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 265 | $49.0K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 265 | $49.0K | 0.03% | +5+1.9% | Added |
| Brown Brothers Harriman & Co | 279 | $51.0K | 0.00% | −510−64.6% | Reduced |
| Trustcore Financial Services, LLC | 275 | $51.0K | 0.01% | −68−19.8% | Reduced |
| Toth Financial Advisory Corp | 277 | $51.0K | 0.01% | 00.0% | Unchanged |
| Knuff & Co LLC | 275 | $51.0K | 0.02% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 282 | $52.0K | 0.01% | 00.0% | Unchanged |
| Howe & Rusling Inc | 283 | $52.0K | 0.01% | +100+54.6% | Added |
| Sound Income Strategies, LLC | 291 | $54.0K | 0.01% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 300 | $55.0K | 0.04% | −30−9.1% | Reduced |
| Twin Lakes Capital Management, LLC | 298 | $55.0K | 0.03% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 297 | $55.0K | 0.05% | +297 | New |
| Creative Financial Designs Inc | 298 | $56.0K | 0.01% | 00.0% | Unchanged |