| Anchor Investment Management, LLC | 416 | $90.1K | 0.01% | −9−2.1% | Reduced |
| Widmann Financial Services, Inc. | 400 | $86.0K | 0.07% | +400 | New |
| Riggs Asset Managment Co. Inc. | 365 | $79.0K | 0.02% | −150−29.1% | Reduced |
| Allworth Financial LP | 363 | $79.0K | 0.00% | +2+0.6% | Added |
| Twin Tree Management, LP | 359 | $78.0K | 0.00% | −4,745−93.0% | Reduced |
| CoreCap Advisors, LLC | 358 | $78.0K | 0.01% | +358 | New |
| Sandy Spring Bank | 350 | $75.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 340 | $74.0K | 0.10% | +340 | New |
| BerganKDV Wealth Management, LLC | 327 | $71.0K | 0.01% | 00.0% | Unchanged |
| Barrett Asset Management, LLC | 318 | $69.0K | 0.00% | +13+4.3% | Added |
| HHM Wealth Advisors, LLC | 300 | $65.0K | 0.02% | +300 | New |
| Old North State Trust, LLC | 294 | $64.0K | 0.05% | +189+180.0% | Added |
| Tobam | 283 | $61.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 270 | $59.0K | 0.00% | +147+119.5% | Added |
| TCI Wealth Advisors, Inc. | 268 | $58.0K | 0.01% | +39+17.0% | Added |
| NuWave Investment Management, LLC | 268 | $58.0K | 0.07% | +96+55.8% | Added |
| Bay Harbor Wealth Management, LLC | 312 | $57.0K | 0.02% | +10+3.3% | Added |
| Signaturefd, LLC | 262 | $57.0K | 0.00% | +57+27.8% | Added |
| Cranbrook Wealth Management, LLC | 253 | $55.0K | 0.01% | −10−3.8% | Reduced |
| Knuff & Co LLC | 251 | $54.0K | 0.02% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 239 | $52.0K | 0.00% | +239 | New |
| Castleview Partners, LLC | 10,611 | $49.0K | 0.00% | +10,611 | New |
| Eagle Bay Advisors LLC | 216 | $47.0K | 0.03% | −209−49.2% | Reduced |
| Private Ocean, LLC | 215 | $47.0K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 216 | $47.0K | 0.02% | +216 | New |
| Tarbox Family Office, Inc. | 203 | $44.0K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 204 | $44.0K | 0.00% | +204 | New |
| Carroll Financial Associates, Inc. | 203 | $43.0K | 0.00% | −10−4.7% | Reduced |
| Valley National Advisers Inc | 200 | $43.0K | 0.01% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 200 | $43.0K | 0.01% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 200 | $43.0K | 0.01% | +200 | New |
| Proequities, Inc. | 193 | $42.0K | 0.00% | −10−4.9% | Reduced |
| West Paces Advisors Inc. | 191 | $41.4K | 0.01% | +69+56.6% | Added |
| Dixon Hughes Goodman Wealth Advisors LLC | 180 | $39.0K | 0.01% | +180 | New |
| First Horizon Advisors, Inc. | 168 | $36.0K | 0.00% | −4−2.3% | Reduced |
| Motco | 160 | $35.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 156 | $34.0K | 0.00% | −244−61.0% | Reduced |
| AllSquare Wealth Management LLC | 158 | $34.0K | 0.02% | −28−15.1% | Reduced |
| FinTrust Capital Advisors, LLC | 155 | $34.0K | 0.01% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 152 | $33.0K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 149 | $32.0K | 0.00% | −43−22.4% | Reduced |
| Lindbrook Capital, LLC | 141 | $31.0K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 141 | $31.0K | 0.00% | +141 | New |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 140 | $30.0K | 0.01% | −140−50.0% | Reduced |
| Capital Analysts, LLC | 137 | $30.0K | 0.00% | +137 | New |
| Stonebridge Capital Advisors LLC | 134 | $29.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 132 | $29.0K | 0.01% | +132 | New |
| IFP Advisors, Inc | 123 | $28.0K | 0.00% | −15−10.9% | Reduced |
| CVA Family Office, LLC | 130 | $28.0K | 0.01% | +130 | New |
| Assetmark, Inc | 109 | $24.0K | 0.00% | +25+29.8% | Added |
| Tilia Fiduciary Partners, Inc. | 105 | $23.0K | 0.02% | +105 | New |
| Baillie Gifford & Co | 100 | $22.0K | 0.00% | −10−9.1% | Reduced |
| Gemmer Asset Management LLC | 100 | $22.0K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 100 | $22.0K | 0.01% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 102 | $22.0K | 0.01% | +102 | New |
| Vigilant Capital Management, LLC | 95 | $21.0K | 0.00% | +95 | New |
| Sutton Wealth Advisors Inc. | 90 | $19.5K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 82 | $18.0K | 0.00% | −41−33.3% | Reduced |
| Capstone Investment Advisors, LLC | 80 | $17.0K | 0.00% | −1,514−95.0% | Reduced |
| Geneos Wealth Management Inc. | 81 | $17.0K | 0.00% | 00.0% | Unchanged |
| Ford Financial Group, LLC | 79 | $17.0K | 0.01% | +79 | New |
| NEXT Financial Group, Inc | 72 | $16.0K | 0.00% | −73−50.3% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 74 | $16.0K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 60 | $13.0K | 0.00% | +60 | New |
| Logan Capital Management Inc | 54 | $12.0K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 57 | $12.0K | 0.00% | +57 | New |
| SRS Capital Advisors, Inc. | 53 | $11.0K | 0.00% | +1+1.9% | Added |
| Prestige Wealth Management Group LLC | 52 | $11.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 49 | $10.0K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 48 | $10.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 44 | $10.0K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 43 | $9.00K | 0.00% | −12−21.8% | Reduced |
| Farmers & Merchants Investments Inc | 43 | $9.00K | 0.00% | −4−8.5% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 40 | $9.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 40 | $9.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 42 | $9.00K | 0.00% | +27+180.0% | Added |
| Baystate Wealth Management LLC | 42 | $9.00K | 0.00% | +42 | New |
| Hanson & Doremus Investment Management | 35 | $8.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 36 | $8.00K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 32 | $7.00K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 31 | $7.00K | 0.00% | +31 | New |
| Delos Wealth Advisors, LLC | 33 | $7.00K | 0.01% | +33 | New |
| Parkside Financial Bank & Trust | 27 | $6.00K | 0.00% | −1−3.6% | Reduced |
| Versant Capital Management, Inc | 27 | $6.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 29 | $6.00K | 0.00% | +29 | New |
| Wolff Wiese Magana LLC | 28 | $6.00K | 0.00% | +28 | New |
| Fortitude Advisory Group L.L.C. | 29 | $6.00K | 0.00% | +29 | New |
| Brown Brothers Harriman & Co | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 23 | $5.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 25 | $5.00K | 0.00% | +25 | New |
| Tyler-Stone Wealth Management | 23 | $5.00K | 0.00% | +23 | New |
| Zions Bancorporation, N.A. | 20 | $4.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 20 | $4.00K | 0.00% | +9+81.8% | Added |
| JFS Wealth Advisors, LLC | 19 | $4.00K | 0.00% | +19 | New |
| Raffa Wealth Management, LLC | 15 | $3.25K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 16 | $3.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 12 | $3.00K | 0.00% | +4+50.0% | Added |
| MV Capital Management, Inc. | 15 | $3.00K | 0.00% | +8+114.3% | Added |
