| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 30 | $10.2K | 0.00% | −338−91.8% | Reduced |
| Gradient Investments LLC | 31 | $10.5K | 0.00% | −2−6.1% | Reduced |
| Larson Financial Group LLC | 32 | $10.9K | 0.00% | 00.0% | Unchanged |
| Riverpoint Wealth Management Holdings, LLC | 32 | $10.9K | 0.00% | +32 | New |
| Old North State Trust, LLC | 32 | $11.0K | 0.01% | +32 | New |
| Northwest Investment Counselors, LLC | 33 | $11.2K | 0.00% | +1+3.1% | Added |
| Caldwell Trust Co | 34 | $11.5K | 0.00% | 00.0% | Unchanged |
| MinichMacGregor Wealth Management, LLC | 34 | $11.5K | 0.00% | +34 | New |
| Kistler-Tiffany Companies, LLC | 35 | $11.9K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 36 | $12.2K | 0.00% | +36 | New |
| American National Bank | 37 | $13.0K | 0.00% | −5−11.9% | Reduced |
| Plante Moran Financial Advisors, LLC | 39 | $13.2K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 40 | $13.6K | 0.01% | +40 | New |
| FinTrust Capital Advisors, LLC | 41 | $13.9K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 41 | $13.9K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 41 | $13.9K | 0.00% | +41 | New |
| Harel Insurance Investments & Financial Services Ltd. | 42 | $14.0K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 43 | $14.6K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 44 | $14.9K | 0.00% | +22+100.0% | Added |
| Loomis Sayles & Co L P | 44 | $15.0K | 0.00% | −395−90.0% | Reduced |
| Global Financial Private Client, LLC | 46 | $15.6K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 47 | $15.9K | 0.01% | +47 | New |
| Investors Research Corp | 48 | $16.3K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 52 | $17.6K | 0.00% | −7−11.9% | Reduced |
| Community Bank, N.A. | 54 | $18.3K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 58 | $19.7K | 0.00% | −42−42.0% | Reduced |
| Old Second National Bank of Aurora | 58 | $19.7K | 0.01% | +28+93.3% | Added |
| Magnolia Capital Management Ltd | 60 | $20.0K | 0.02% | 00.0% | Unchanged |
| M&R Capital Management Inc | 60 | $20.3K | 0.01% | −9−13.0% | Reduced |
| Parallax Volatility Advisers, L.P. | 60 | $20.3K | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 60 | $20.3K | 0.01% | 00.0% | Unchanged |
| One River Asset Management, LLC | 63 | $21.4K | 0.01% | +63 | New |
| Sandy Spring Bank | 63 | $21.4K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 66 | $22.0K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 65 | $22.0K | 0.01% | −712−91.6% | Reduced |
| Versant Capital Management, Inc | 65 | $22.0K | 0.01% | −4−5.8% | Reduced |
| Glassy Mountain Advisors, Inc. | 66 | $22.4K | 0.01% | +66 | New |
| Front Row Advisors LLC | 68 | $23.0K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 68 | $23.0K | 0.02% | +68 | New |
| Jackson, Grant Investment Advisers, Inc. | 69 | $23.4K | 0.01% | −82−54.3% | Reduced |
| Earnest Partners LLC | 70 | $23.7K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 71 | $24.0K | 0.04% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 71 | $24.1K | 0.02% | +71 | New |
| Covestor Ltd | 73 | $25.0K | 0.02% | −136−65.1% | Reduced |
| Ancora Advisors, LLC | 73 | $25.0K | 0.00% | −20−21.5% | Reduced |
| Ellevest, Inc. | 74 | $25.1K | 0.00% | +26+54.2% | Added |
| Family CFO Inc | 81 | $27.5K | 0.02% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 82 | $27.8K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 82 | $27.8K | 0.01% | −1−1.2% | Reduced |
| Accurate Wealth Management, LLC | 75 | $28.1K | 0.01% | +75 | New |
| SOA Wealth Advisors, LLC. | 86 | $29.2K | 0.01% | −1−1.1% | Reduced |
| Arlington Partners LLC | 87 | $29.5K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 88 | $29.8K | 0.02% | 00.0% | Unchanged |
| Accel Wealth Management | 89 | $30.2K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 93 | $31.5K | 0.00% | −71−43.3% | Reduced |
| Glen Eagle Advisors, LLC | 93 | $31.5K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 94 | $32.0K | 0.01% | +94 | New |
| Field & Main Bank | 96 | $32.5K | 0.02% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 96 | $32.6K | 0.00% | −10−9.4% | Reduced |
| AM Squared Ltd | 100 | $33.9K | 0.02% | +100 | New |
| Massmutual Trust Co FSB | 110 | $37.0K | 0.00% | +82+292.9% | Added |
| Baldwin Brothers Inc | 115 | $39.0K | 0.00% | 00.0% | Unchanged |
| Seldon Capital LP | 115 | $39.0K | 0.03% | 00.0% | Unchanged |
| Elequin Capital LP | 121 | $41.0K | 0.01% | +102+536.8% | Added |
| Catalyst Capital Advisors LLC | 122 | $41.4K | 0.00% | −6−4.7% | Reduced |
| City Holding Co | 124 | $42.0K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 125 | $42.4K | 0.01% | 00.0% | Unchanged |
| Madden Securities Corp | 125 | $42.4K | 0.02% | +125 | New |
| Armstrong Advisory Group, Inc | 125 | $42.4K | 0.01% | +125 | New |
| Johnson Financial Group, Inc. | 128 | $43.4K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 131 | $44.4K | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 133 | $45.0K | 0.00% | −635−82.7% | Reduced |
| AXS Investments LLC | 134 | $45.4K | 0.02% | +134 | New |
| MV Capital Management, Inc. | 137 | $46.5K | 0.01% | +83+153.7% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 153 | $51.9K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 163 | $55.3K | 0.02% | −7−4.1% | Reduced |
| Harbour Investments, Inc. | 167 | $56.6K | 0.00% | −18−9.7% | Reduced |
| Allworth Financial LP | 170 | $57.8K | 0.00% | +39+29.8% | Added |
| Zions Bancorporation, N.A. | 177 | $60.0K | 0.00% | +32+22.1% | Added |
| SRS Capital Advisors, Inc. | 179 | $60.7K | 0.01% | −3−1.6% | Reduced |
| TCI Wealth Advisors, Inc. | 179 | $60.7K | 0.01% | +112+167.2% | Added |
| West Paces Advisors Inc. | 194 | $65.8K | 0.02% | 00.0% | Unchanged |
| CVA Family Office, LLC | 195 | $66.1K | 0.02% | −65−25.0% | Reduced |
| General Partner, Inc. | 196 | $66.5K | 0.06% | +196 | New |
| Anchor Investment Management, LLC | 197 | $66.8K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 197 | $66.8K | 0.01% | +197 | New |
| Harvest Fund Management Co., Ltd | 229 | $67.0K | 0.02% | +198+638.7% | Added |
| TFC Financial Management | 200 | $67.8K | 0.02% | +178+809.1% | Added |
| Pflug Koory, LLC | 204 | $69.0K | 0.04% | 00.0% | Unchanged |
| Glassman Wealth Services | 205 | $69.5K | 0.01% | +70+51.9% | Added |
| McElhenny Sheffield Capital Management, LLC | 205 | $69.5K | 0.03% | +205 | New |
| Arcus Capital Partners, LLC | 206 | $69.9K | 0.03% | +206 | New |
| Money Concepts Capital Corp | 206 | $69.9K | 0.00% | +22+12.0% | Added |
| Cullen/Frost Bankers, Inc. | 207 | $70.2K | 0.00% | −67−24.5% | Reduced |
| Cambridge Trust Co | 221 | $75.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 234 | $79.0K | 0.01% | −17−6.8% | Reduced |
| GWM Advisors LLC | 3,432 | $80.8K | 0.00% | −175−4.9% | Reduced |
| Hanson & Doremus Investment Management | 248 | $84.0K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 256 | $86.8K | 0.01% | +72+39.1% | Added |
| Atlas Capital Advisors LLC | 260 | $88.2K | 0.01% | −269−50.9% | Reduced |
