| Geneos Wealth Management Inc. | 248 | $46.0K | 0.00% | +1+0.4% | Added |
| Parallax Volatility Advisers, L.P. | 242 | $45.0K | 0.00% | −949−79.7% | Reduced |
| First Horizon Advisors, Inc. | 241 | $43.0K | 0.00% | −6−2.4% | Reduced |
| Harvest Fund Management Co., Ltd | 230 | $42.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 224 | $42.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 210 | $39.0K | 0.00% | +210 | New |
| FourThought Financial, LLC | 196 | $37.0K | 0.00% | −54−21.6% | Reduced |
| Carroll Financial Associates, Inc. | 203 | $37.0K | 0.00% | +179+745.8% | Added |
| Dixon Hughes Goodman Wealth Advisors LLC | 200 | $37.0K | 0.01% | +200 | New |
| Denali Advisors LLC | 190 | $35.0K | 0.01% | 00.0% | Unchanged |
| Credit Agricole S A | 175 | $33.0K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 170 | $32.0K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 166 | $31.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 139 | $30.0K | 0.00% | −481−77.6% | Reduced |
| Acadian Asset Management LLC | 160 | $29.0K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 150 | $28.0K | 0.00% | −250−62.5% | Reduced |
| Parallel Advisors, LLC | 152 | $28.0K | 0.00% | +56+58.3% | Added |
| National Bank of Canada | 144 | $27.0K | 0.00% | +144 | New |
| Northwest Investment Counselors, LLC | 142 | $27.0K | 0.01% | +142 | New |
| Fortitude Advisory Group L.L.C. | 137 | $26.0K | 0.01% | +137 | New |
| Smithfield Trust Co | 138 | $25.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 124 | $23.0K | 0.01% | −2−1.6% | Reduced |
| Surevest, LLC | 122 | $23.0K | 0.01% | +122 | New |
| MV Capital Management, Inc. | 108 | $20.0K | 0.00% | +6+5.9% | Added |
| Umb Bank N A | 103 | $20.0K | 0.00% | +103 | New |
| Kistler-Tiffany Companies, LLC | 101 | $19.0K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 102 | $19.0K | 0.00% | +1+1.0% | Added |
| Emfo, LLC | 100 | $19.0K | 0.02% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 104 | $19.0K | 0.01% | +104 | New |
| HM Payson & Co | 97 | $18.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 92 | $17.2K | 0.00% | +51+124.4% | Added |
| First Manhattan Co | 94 | $17.0K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 90 | $17.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 86 | $16.0K | 0.00% | +86 | New |
| Byrne Asset Management LLC | 87 | $16.0K | 0.01% | +87 | New |
| Parkside Financial Bank & Trust | 80 | $15.0K | 0.00% | +12+17.6% | Added |
| Tarbox Family Office, Inc. | 73 | $14.0K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 75 | $14.0K | 0.00% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 70 | $13.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 71 | $13.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 67 | $13.0K | 0.00% | −6−8.2% | Reduced |
| Gradient Investments LLC | 72 | $13.0K | 0.00% | +38+111.8% | Added |
| Allworth Financial LP | 71 | $13.0K | 0.00% | +70+7,000.0% | Added |
| William Allan, LLC | 70 | $13.0K | 0.01% | +70 | New |
| GPS Wealth Strategies Group, LLC | 65 | $12.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 64 | $12.0K | 0.00% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 66 | $12.0K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 60 | $12.0K | 0.01% | 00.0% | Unchanged |
| Resources Management Corp | 63 | $12.0K | 0.00% | +63 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 59 | $11.0K | 0.00% | −414−87.5% | Reduced |
| TCI Wealth Advisors, Inc. | 61 | $11.0K | 0.00% | −204−77.0% | Reduced |
| Gemmer Asset Management LLC | 52 | $10.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 53 | $10.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 56 | $10.0K | 0.00% | +26+86.7% | Added |
| Larson Financial Group LLC | 52 | $10.0K | 0.00% | +52 | New |
| Washington Trust Advisors, Inc. | 55 | $10.0K | 0.00% | +55 | New |
| Koshinski Asset Management, Inc. | 50 | $9.34K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 50 | $9.34K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 50 | $9.00K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 48 | $9.00K | 0.00% | +48 | New |
| Reilly Financial Advisors, LLC | 43 | $8.00K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 40 | $7.47K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 36 | $7.00K | 0.00% | +5+16.1% | Added |
| Concord Wealth Partners | 39 | $7.00K | 0.00% | +9+30.0% | Added |
| Richwood Investment Advisors, LLC | 40 | $7.00K | 0.01% | +40 | New |
| Zions Bancorporation, N.A. | 34 | $6.00K | 0.00% | +24+240.0% | Added |
| Zullo Investment Group, Inc. | 30 | $6.00K | 0.00% | +30 | New |
| Sittner & Nelson, LLC | 29 | $5.00K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 27 | $5.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 26 | $5.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 29 | $5.00K | 0.00% | +23+383.3% | Added |
| JJJ Advisors Inc. | 23 | $4.00K | 0.00% | +1+4.5% | Added |
| First Bank & Trust | 22 | $4.00K | 0.00% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 24 | $4.00K | 0.00% | +24 | New |
| Patriot Financial Group Insurance Agency, LLC | 17 | $3.00K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 18 | $3.00K | 0.00% | +18 | New |
| Stephens Consulting, LLC | 12 | $2.24K | 0.00% | +12 | New |
| Kelly Financial Services LLC | 11 | $2.12K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 11 | $2.05K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 11 | $2.00K | 0.00% | −76−87.4% | Reduced |
| Fieldpoint Private Securities, LLC | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 13 | $2.00K | 0.00% | +7+116.7% | Added |
| Albion Financial Group | 12 | $2.00K | 0.00% | +12 | New |
| JFS Wealth Advisors, LLC | 10 | $2.00K | 0.00% | +10 | New |
| Sierra Capital LLC | 9 | $2.00K | 0.00% | +9 | New |
| Caldwell Trust Co | 8 | $1.49K | 0.00% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 6 | $1.14K | 0.00% | +6 | New |
| Carolinas Wealth Consulting LLC | 8 | $1.00K | 0.00% | −2−20.0% | Reduced |
| Duncker Streett & Co Inc | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 3 | $1.00K | 0.00% | +3 | New |
| Plante Moran Financial Advisors, LLC | 6 | $1.00K | 0.00% | +6 | New |