| Quent Capital, LLC | 760 | $108.4K | 0.01% | −36−4.5% | Reduced |
| Baystate Wealth Management LLC | 755 | $107.8K | 0.01% | +4+0.5% | Added |
| Evermay Wealth Management LLC | 751 | $107.1K | 0.02% | +3+0.4% | Added |
| Rowland & Co Investment Counsel | 716 | $102.1K | 0.02% | +716 | New |
| Principal Securities, Inc. | 710 | $101.3K | 0.00% | +710 | New |
| HHM Wealth Advisors, LLC | 710 | $101.2K | 0.02% | +300+73.2% | Added |
| Vaughan Nelson Investment Management, L.P. | 700 | $100.0K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 700 | $99.8K | 0.06% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 697 | $99.4K | 0.04% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 696 | $99.3K | 0.04% | −234−25.2% | Reduced |
| Garner Asset Management Corp | 630 | $97.1K | 0.05% | +630 | New |
| Benjamin Edwards Inc | 682 | $97.0K | 0.02% | +2+0.3% | Added |
| Adirondack Trust Co | 625 | $95.8K | 0.04% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 671 | $95.7K | 0.01% | +667+16,675.0% | Added |
| Sentry Investment Management LLC | 650 | $93.0K | 0.04% | −70−9.7% | Reduced |
| Washington Trust Co | 650 | $92.7K | 0.00% | −17−2.5% | Reduced |
| Ronald Blue Trust, Inc. | 698 | $91.0K | 0.00% | +77+12.4% | Added |
| Bell Investment Advisors, Inc | 626 | $89.3K | 0.02% | −17−2.6% | Reduced |
| Groupama Asset Managment | 614 | $87.6K | 0.00% | +614 | New |
| SRS Capital Advisors, Inc. | 610 | $87.0K | 0.01% | −173−22.1% | Reduced |
| Harvest Fund Management Co., Ltd | 610 | $87.0K | 0.01% | +596+4,257.1% | Added |
| Missouri Trust & Investment Co | 600 | $85.6K | 0.03% | 00.0% | Unchanged |
| Arrow Financial Corp | 597 | $85.1K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 589 | $84.0K | 0.01% | −130−18.1% | Reduced |
| Penserra Capital Management LLC | 574 | $81.0K | 0.00% | −120−17.3% | Reduced |
| Rothschild Investment LLC | 551 | $78.6K | 0.01% | +551 | New |
| Oakworth Capital, Inc. | 537 | $76.6K | 0.01% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 536 | $76.4K | 0.01% | −1−0.2% | Reduced |
| CVA Family Office, LLC | 530 | $75.6K | 0.01% | +530 | New |
| Gleason Group, Inc. | 529 | $75.4K | 0.02% | +5+1.0% | Added |
| Piscataqua Savings Bank | 525 | $74.9K | 0.07% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 513 | $73.1K | 0.02% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 513 | $73.1K | 0.07% | +513 | New |
| Kayne Anderson Rudnick Investment Management LLC | 508 | $72.6K | 0.00% | +105+26.1% | Added |
| Alta Advisers Ltd | 500 | $71.3K | 0.04% | 00.0% | Unchanged |
| Gs Investments, Inc. | 500 | $71.3K | 0.04% | +500 | New |
| Tradition Wealth Management, LLC | 476 | $68.0K | 0.01% | +4+0.8% | Added |
| Center for Financial Planning, Inc. | 463 | $66.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 455 | $64.9K | 0.00% | +23+5.3% | Added |
| Abich Financial Wealth Management LLC | 452 | $64.5K | 0.06% | +452 | New |
| Armstrong Advisory Group, Inc | 444 | $63.3K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 415 | $59.2K | 0.01% | +415 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 411 | $58.6K | 0.00% | −305−42.6% | Reduced |
| Assetmark, Inc | 406 | $57.9K | 0.00% | +2+0.5% | Added |
| Jones Financial Companies LLLP | 387 | $55.2K | 0.00% | −83−17.7% | Reduced |
| Aspire Private Capital, LLC | 384 | $54.8K | 0.02% | +34+9.7% | Added |
| Capital Analysts, LLC | 371 | $53.0K | 0.00% | +2+0.5% | Added |
| Johnson Financial Group, Inc. | 367 | $52.3K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 365 | $52.0K | 0.00% | −2,240−86.0% | Reduced |
| Richardson Financial Services Inc. | 355 | $50.6K | 0.04% | +355 | New |
| Leonteq Securities AG | 351 | $50.0K | 0.01% | +17+5.1% | Added |
| City State Bank | 350 | $50.0K | 0.03% | −100−22.2% | Reduced |
| Carolinas Wealth Consulting LLC | 13,879 | $49.1K | 0.01% | +150+1.1% | Added |
| RE Dickinson Investment Advisors, LLC | 346 | $49.0K | 0.03% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 338 | $48.1K | 0.03% | +108+47.0% | Added |
| Coppell Advisory Solutions LLC | 336 | $47.9K | 0.01% | +214+175.4% | Added |
| Glass Jacobson Investment Advisors llc | 334 | $47.6K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 332 | $47.3K | 0.01% | −138−29.4% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 330 | $47.0K | 0.02% | +2+0.6% | Added |
| Grove Bank & Trust | 318 | $45.3K | 0.01% | −349−52.3% | Reduced |
| Nemes Rush Group LLC | 312 | $44.5K | 0.01% | +13+4.3% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 312 | $44.5K | 0.00% | +161+106.6% | Added |
| Pinnacle Bancorp, Inc. | 310 | $44.2K | 0.01% | −20−6.1% | Reduced |
| Rakuten Investment Management, Inc. | 307 | $43.6K | 0.00% | +307 | New |
| Lee Financial Co | 300 | $42.8K | 0.01% | 00.0% | Unchanged |
| Private Ocean, LLC | 300 | $42.8K | 0.00% | 00.0% | Unchanged |
| Trust Co | 300 | $42.8K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 295 | $42.1K | 0.01% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 290 | $41.4K | 0.02% | +290 | New |
| Broadwater Capital Management LLC | 290 | $41.4K | 0.03% | +290 | New |
| Park Place Capital Corp | 286 | $40.8K | 0.02% | −28−8.9% | Reduced |
| SOA Wealth Advisors, LLC. | 282 | $40.2K | 0.01% | +3+1.1% | Added |
| Bray Capital Advisors | 275 | $39.2K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 275 | $39.2K | 0.01% | −114−29.3% | Reduced |
| MeadowBrook Investment Advisors LLC | 268 | $38.2K | 0.04% | +268 | New |
| Valley National Advisers Inc | 268 | $38.0K | 0.01% | +220+458.3% | Added |
| Intelligent Financial Strategies | 256 | $36.5K | 0.03% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 256 | $36.5K | 0.01% | +93+57.1% | Added |
| Tyler-Stone Wealth Management | 255 | $36.4K | 0.02% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 277 | $36.3K | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 250 | $35.7K | 0.02% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 250 | $35.6K | 0.02% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 223 | $31.8K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 222 | $31.7K | 0.00% | 00.0% | Unchanged |
| Syntax Research, Inc. | 221 | $31.5K | 0.03% | 00.0% | Unchanged |
| First United Bank Trust | 218 | $31.1K | 0.01% | +218 | New |
| Country Trust Bank | 206 | $29.4K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 206 | $29.4K | 0.02% | +206 | New |
| McIlrath & Eck, LLC | 203 | $28.9K | 0.01% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 203 | $28.9K | 0.04% | +203 | New |
| Core Wealth Advisors, Inc. | 201 | $28.7K | 0.01% | +201 | New |
| Barrett & Company, Inc. | 200 | $28.5K | 0.02% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 200 | $28.5K | 0.01% | 00.0% | Unchanged |
| Northwest Financial Advisors | 200 | $28.5K | 0.02% | +200 | New |
| O'Dell Group, LLC | 194 | $27.7K | 0.01% | +194 | New |
| Glassman Wealth Services | 193 | $27.5K | 0.00% | −116−37.5% | Reduced |
| Zions Bancorporation, N.A. | 193 | $27.5K | 0.00% | −36−15.7% | Reduced |
| Estabrook Capital Management | 185 | $26.4K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 185 | $26.4K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 175 | $25.0K | 0.01% | 00.0% | Unchanged |
