| Barrett Asset Management, LLC | 560 | $80.0K | 0.00% | +60+12.0% | Added |
| Sandy Spring Bank | 532 | $76.0K | 0.00% | −19−3.4% | Reduced |
| CX Institutional | 530 | $75.0K | 0.01% | −138−20.7% | Reduced |
| Lindbrook Capital, LLC | 518 | $74.0K | 0.02% | −52−9.1% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 506 | $72.0K | 0.00% | −314−38.3% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 480 | $68.0K | 0.04% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 475 | $68.0K | 0.02% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 477 | $68.0K | 0.02% | +100+26.5% | Added |
| TCI Wealth Advisors, Inc. | 448 | $64.0K | 0.01% | +15+3.5% | Added |
| TD Ameritrade Investment Management, LLC | 477 | $62.0K | 0.00% | −135−22.1% | Reduced |
| Spire Wealth Management | 421 | $60.0K | 0.00% | +19+4.7% | Added |
| McIlrath & Eck, LLC | 391 | $56.0K | 0.02% | +34+9.5% | Added |
| Lenox Wealth Advisors, LLC | 379 | $54.0K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 381 | $54.0K | 0.00% | +12+3.3% | Added |
| Alaethes Wealth LLC | 350 | $50.0K | 0.04% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 348 | $50.0K | 0.01% | +147+73.1% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 344 | $49.0K | 0.00% | −19−5.2% | Reduced |
| Glassman Wealth Services | 347 | $49.0K | 0.01% | +21+6.4% | Added |
| JFS Wealth Advisors, LLC | 343 | $49.0K | 0.01% | +343 | New |
| Eagle Bay Advisors LLC | 328 | $47.0K | 0.03% | −14−4.1% | Reduced |
| BDO Wealth Advisors, LLC | 327 | $47.0K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 323 | $46.0K | 0.00% | +87+36.9% | Added |
| Parkside Financial Bank & Trust | 309 | $44.0K | 0.01% | −15−4.6% | Reduced |
| HM Payson & Co | 301 | $43.0K | 0.00% | +186+161.7% | Added |
| Herold Advisors, Inc. | 300 | $42.0K | 0.02% | +300 | New |
| Evermay Wealth Management LLC | 290 | $41.0K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 276 | $39.0K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 263 | $37.0K | 0.02% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 235 | $33.0K | 0.00% | −303−56.3% | Reduced |
| Heritage Wealth Advisors | 225 | $32.0K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 216 | $31.0K | 0.00% | +216 | New |
| Bartlett & Co. LLC | 210 | $30.0K | 0.00% | −2−0.9% | Reduced |
| Carolinas Wealth Consulting LLC | 210 | $30.0K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 210 | $29.9K | 0.00% | −2−0.9% | Reduced |
| Security National Trust Co | 200 | $29.0K | 0.01% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 201 | $29.0K | 0.01% | −1−0.5% | Reduced |
| IAG Wealth Partners, LLC | 200 | $29.0K | 0.01% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 203 | $29.0K | 0.00% | +41+25.3% | Added |
| Heritage Wealth Management, LLC | 200 | $28.0K | 0.01% | 00.0% | Unchanged |
| M&R Capital Management Inc | 200 | $28.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 188 | $26.0K | 0.00% | −47−20.0% | Reduced |
| Tarbox Family Office, Inc. | 180 | $26.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 175 | $25.0K | 0.01% | −63−26.5% | Reduced |
| Motco | 178 | $25.0K | 0.00% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 174 | $25.0K | 0.00% | +100+135.1% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 170 | $24.2K | 0.03% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 169 | $24.0K | 0.01% | +169 | New |
| Cedar Mountain Advisors, LLC | 162 | $23.0K | 0.01% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 160 | $23.0K | 0.02% | +68+73.9% | Added |
| West Paces Advisors Inc. | 157 | $22.3K | 0.01% | +14+9.8% | Added |
| Massmutual Trust Co FSB | 157 | $22.0K | 0.00% | −12−7.1% | Reduced |
| Old North State Trust, LLC | 152 | $22.0K | 0.02% | +51+50.5% | Added |
| Private Capital Group, LLC | 142 | $20.0K | 0.00% | −128−47.4% | Reduced |
| Harding Loevner LP | 143 | $20.0K | 0.00% | +143 | New |
| Earnest Partners LLC | 135 | $19.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 135 | $19.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 136 | $19.0K | 0.00% | +97+248.7% | Added |
| First Manhattan Co | 129 | $18.0K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 121 | $17.0K | 0.00% | +10+9.0% | Added |
| Bray Capital Advisors | 110 | $16.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 113 | $16.0K | 0.01% | +1+0.9% | Added |
| Carroll Financial Associates, Inc. | 118 | $16.0K | 0.00% | +12+11.3% | Added |
| Versant Capital Management, Inc | 107 | $15.0K | 0.01% | −6−5.3% | Reduced |
| Kelly Lawrence W & Associates Inc | 106 | $15.0K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 104 | $15.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 102 | $15.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 105 | $15.0K | 0.00% | +40+61.5% | Added |
| Jefferies Group LLC | 100 | $14.2K | 0.00% | −60,164−99.8% | Reduced |
| Dividend Assets Capital, LLC | 95 | $14.0K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 100 | $14.0K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 99 | $14.0K | 0.01% | +99 | New |
| Consolidated Planning Corp | 95 | $14.0K | 0.01% | +95 | New |
| Column Capital Advisors, LLC | 83 | $12.0K | 0.00% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 81 | $12.0K | 0.01% | 00.0% | Unchanged |
| Private Ocean, LLC | 75 | $11.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 77 | $11.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 78 | $11.0K | 0.00% | +32+69.6% | Added |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 80 | $11.0K | 0.01% | +80 | New |
| Gemmer Asset Management LLC | 63 | $9.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 65 | $9.00K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 62 | $9.00K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 63 | $9.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 60 | $9.00K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 61 | $9.00K | 0.00% | +11+22.0% | Added |
| Global Retirement Partners, LLC | 63 | $9.00K | 0.00% | +11+21.2% | Added |
| Loomis Sayles & Co L P | 66 | $9.00K | 0.00% | +66 | New |
| Legacy Bridge, LLC | 60 | $9.00K | 0.01% | +60 | New |
| Meridian Wealth Partners, LLC | 68 | $9.00K | 0.00% | +68 | New |
| Adirondack Trust Co | 55 | $8.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 55 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 57 | $8.00K | 0.00% | +57 | New |
| HHM Wealth Advisors, LLC | 50 | $7.00K | 0.00% | −11−18.0% | Reduced |
| Sound Income Strategies, LLC | 51 | $7.00K | 0.00% | −2−3.8% | Reduced |
| Albion Financial Group | 51 | $7.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 51 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 50 | $7.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 49 | $7.00K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 50 | $7.00K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 46 | $7.00K | 0.00% | 00.0% | Unchanged |
| IronBridge Private Wealth, LLC | 50 | $7.00K | 0.00% | 00.0% | Unchanged |