| Smithfield Trust Co | 1,176 | $115.0K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 1,032 | $101.7K | 0.01% | −6−0.6% | Reduced |
| Desjardins Global Asset Management Inc. | 1,023 | $100.8K | 0.01% | −869−45.9% | Reduced |
| Massmutual Trust Co FSB | 978 | $96.4K | 0.00% | +284+40.9% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 934 | $92.1K | 0.00% | +611+189.2% | Added |
| Alta Advisers Ltd | 900 | $88.7K | 0.05% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 838 | $82.6K | 0.01% | −90−9.7% | Reduced |
| NBC Securities, Inc. | 840 | $82.0K | 0.01% | +840 | New |
| Brown Brothers Harriman & Co | 814 | $80.3K | 0.00% | −643−44.1% | Reduced |
| Parkside Financial Bank & Trust | 759 | $74.8K | 0.02% | +72+10.5% | Added |
| Steward Partners Investment Advisory, LLC | 748 | $73.7K | 0.00% | +230+44.4% | Added |
| GWM Advisors LLC | 744 | $73.4K | 0.00% | +131+21.4% | Added |
| Huntington National Bank | 642 | $63.3K | 0.00% | +458+248.9% | Added |
| Lindbrook Capital, LLC | 615 | $60.6K | 0.01% | +27+4.6% | Added |
| TFC Financial Management | 614 | $60.5K | 0.01% | +189+44.5% | Added |
| Colonial Trust Co | 609 | $60.0K | 0.01% | −11−1.8% | Reduced |
| Sutton Wealth Advisors Inc. | 574 | $56.6K | 0.03% | +7+1.2% | Added |
| Allworth Financial LP | 574 | $56.6K | 0.00% | +10+1.8% | Added |
| BluePath Capital Management, LLC | 558 | $55.0K | 0.05% | +558 | New |
| Farther Finance Advisors, LLC | 556 | $54.8K | 0.01% | +38+7.3% | Added |
| Glassman Wealth Services | 532 | $52.5K | 0.01% | +9+1.7% | Added |
| Wolff Wiese Magana LLC | 505 | $49.8K | 0.04% | 00.0% | Unchanged |
| Larson Financial Group LLC | 500 | $49.3K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 455 | $44.9K | 0.00% | +28+6.6% | Added |
| KB Financial Partners, LLC | 447 | $44.0K | 0.01% | −56−11.1% | Reduced |
| Loomis Sayles & Co L P | 416 | $41.0K | 0.00% | +94+29.2% | Added |
| Sittner & Nelson, LLC | 371 | $36.6K | 0.02% | 00.0% | Unchanged |
| Antipodes Partners Ltd | 360 | $35.0K | 0.00% | +64+21.6% | Added |
| IFP Advisors, Inc | 347 | $34.2K | 0.00% | −25−6.7% | Reduced |
| American National Bank | 342 | $33.7K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 332 | $32.7K | 0.00% | +105+46.3% | Added |
| FWL Investment Management, LLC | 319 | $31.4K | 0.02% | +319 | New |
| Mark Sheptoff Financial Planning, LLC | 300 | $29.6K | 0.02% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 299 | $29.5K | 0.00% | +40+15.4% | Added |
| Benjamin F. Edwards & Company, Inc. | 294 | $29.0K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 283 | $27.9K | 0.00% | −149−34.5% | Reduced |
| Salem Investment Counselors Inc | 276 | $27.2K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 257 | $25.3K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 255 | $25.1K | 0.00% | +45+21.4% | Added |
| Jones Financial Companies LLLP | 242 | $23.9K | 0.00% | +81+50.3% | Added |
| Crewe Advisors LLC | 236 | $23.3K | 0.00% | −69−22.6% | Reduced |
| TD Waterhouse Canada Inc. | 231 | $23.2K | 0.00% | −21−8.3% | Reduced |
| MV Capital Management, Inc. | 234 | $23.1K | 0.00% | +15+6.8% | Added |
| Geneos Wealth Management Inc. | 230 | $22.7K | 0.00% | +214+1,337.5% | Added |
| Raleigh Capital Management Inc. | 199 | $19.6K | 0.01% | +199 | New |
| Farmers & Merchants Investments Inc | 188 | $18.5K | 0.00% | +11+6.2% | Added |
| Ronald Blue Trust, Inc. | 173 | $18.0K | 0.00% | +35+25.4% | Added |
| Tyler-Stone Wealth Management | 164 | $16.0K | 0.01% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 159 | $15.7K | 0.01% | +159 | New |
| Baystate Wealth Management LLC | 154 | $15.2K | 0.00% | +50+48.1% | Added |
| Covestor Ltd | 150 | $15.0K | 0.01% | +1+0.7% | Added |
| Newbridge Financial Services Group, Inc. | 147 | $14.5K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 144 | $14.2K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 144 | $14.2K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 142 | $14.0K | 0.00% | +33+30.3% | Added |
| Earnest Partners LLC | 139 | $13.7K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 135 | $13.3K | 0.01% | +135 | New |
| Proequities, Inc. | 126 | $12.4K | 0.00% | +15+13.5% | Added |
| Annapolis Financial Services, LLC | 125 | $12.3K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 123 | $12.1K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 122 | $12.0K | 0.02% | +122 | New |
| Cornerstone Planning Group LLC | 112 | $11.0K | 0.00% | −10−8.2% | Reduced |
| NewSquare Capital LLC | 108 | $10.6K | 0.00% | +108 | New |
| Glen Eagle Advisors, LLC | 104 | $10.3K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 103 | $10.2K | 0.00% | +103 | New |
| HighMark Wealth Management LLC | 100 | $9.86K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 100 | $9.86K | 0.00% | +100 | New |
| Core Alternative Capital | 96 | $9.46K | 0.00% | −95−49.7% | Reduced |
| GW&K Investment Management, LLC | 92 | $9.00K | 0.00% | +24+35.3% | Added |
| First Command Advisory Services, Inc. | 90 | $8.87K | 0.00% | +90 | New |
| Headinvest, LLC | 86 | $8.36K | 0.00% | +86 | New |
| Addison Advisors LLC | 84 | $8.28K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 82 | $8.08K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 80 | $7.89K | 0.00% | 00.0% | Unchanged |
| Magellan Asset Management Ltd | 80 | $7.89K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 80 | $7.89K | 0.00% | +4+5.3% | Added |
| Lee Financial Co | 78 | $7.69K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 78 | $7.64K | 0.00% | −88−53.0% | Reduced |
| Kelly Financial Services LLC | 77 | $7.59K | 0.00% | +39+102.6% | Added |
| Bell Investment Advisors, Inc | 71 | $7.00K | 0.00% | −23−24.5% | Reduced |
| Financial Management Professionals, Inc. | 67 | $7.00K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 65 | $6.41K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 64 | $6.31K | 0.00% | +64 | New |
| Pinnacle Bancorp, Inc. | 62 | $6.11K | 0.00% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 62 | $6.11K | 0.00% | +62 | New |
| Steward Financial Group LLC | 70 | $6.00K | 0.00% | +70 | New |
| Caldwell Sutter Capital, Inc. | 55 | $5.42K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 55 | $5.42K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 52 | $5.13K | 0.00% | 00.0% | Unchanged |
| Birch Capital Management, LLC | 50 | $4.93K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 50 | $4.93K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 48 | $4.73K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 47 | $4.63K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 46 | $4.54K | 0.01% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 45 | $4.44K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 39 | $4.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 40 | $3.94K | 0.00% | +40 | New |
| Scopus Asset Management, L.P. | 34 | $3.35K | 0.00% | +34 | New |
| Carolinas Wealth Consulting LLC | 38 | $3.32K | 0.00% | −25−39.7% | Reduced |
| Hoey Investments, Inc | 32 | $3.15K | 0.00% | 00.0% | Unchanged |
