| Eagle Bay Advisors LLC | 652 | $77.0K | 0.05% | +29+4.7% | Added |
| Private Capital Group, LLC | 640 | $74.0K | 0.02% | +24+3.9% | Added |
| Washington Trust Advisors, Inc. | 633 | $74.0K | 0.01% | +633 | New |
| McCarthy Asset Management, Inc. | 600 | $70.0K | 0.05% | −17−2.8% | Reduced |
| Gables Capital Management Inc. | 600 | $70.0K | 0.04% | 00.0% | Unchanged |
| Key Financial Inc | 600 | $70.0K | 0.04% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 600 | $70.0K | 0.02% | 00.0% | Unchanged |
| Gradient Investments LLC | 600 | $70.0K | 0.00% | +400+200.0% | Added |
| Credit Agricole S A | 592 | $69.0K | 0.00% | 00.0% | Unchanged |
| Seldon Capital LP | 569 | $66.0K | 0.04% | +569 | New |
| Covington Capital Management | 556 | $65.0K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 552 | $64.0K | 0.00% | +552 | New |
| JTC Employer Solutions Trusteee Ltd | 543 | $63.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 535 | $62.0K | 0.02% | +535 | New |
| MUFG Americas Holdings Corp | 531 | $61.0K | 0.00% | +100+23.2% | Added |
| Kings Point Capital Management | 528 | $61.0K | 0.01% | +528 | New |
| Cambridge Trust Co | 465 | $54.0K | 0.00% | +465 | New |
| Graves-Light Private Wealth Management, Inc. | 442 | $51.0K | 0.01% | +225+103.7% | Added |
| Ellevest, Inc. | 430 | $50.0K | 0.00% | +18+4.4% | Added |
| Parkside Financial Bank & Trust | 408 | $47.0K | 0.01% | +5+1.2% | Added |
| Stuart Chaussee & Associates, Inc. | 400 | $46.0K | 0.02% | 00.0% | Unchanged |
| Investors Research Corp | 400 | $46.0K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 391 | $45.0K | 0.05% | 00.0% | Unchanged |
| State of Wyoming | 382 | $44.0K | 0.02% | +25+7.0% | Added |
| Annapolis Financial Services, LLC | 376 | $44.0K | 0.01% | +61+19.4% | Added |
| Zions Bancorporation, N.A. | 372 | $43.0K | 0.00% | +14+3.9% | Added |
| Ellis Investment Partners, LLC | 365 | $42.0K | 0.01% | +1+0.3% | Added |
| Plante Moran Financial Advisors, LLC | 361 | $42.0K | 0.01% | +101+38.8% | Added |
| Evermay Wealth Management LLC | 315 | $37.0K | 0.01% | −100−24.1% | Reduced |
| Trust Co of Vermont | 315 | $37.0K | 0.00% | +315 | New |
| City State Bank | 300 | $35.0K | 0.02% | +300 | New |
| Mizuho Securities Co. Ltd. | 290 | $34.0K | 0.01% | +290 | New |
| Newbridge Financial Services Group, Inc. | 284 | $33.0K | 0.02% | +116+69.0% | Added |
| Smithfield Trust Co | 275 | $31.0K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 271 | $31.0K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 251 | $29.0K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 243 | $28.0K | 0.00% | +25+11.5% | Added |
| Larson Financial Group LLC | 239 | $28.0K | 0.00% | +50+26.5% | Added |
| Aua Capital Management, LLC | 230 | $27.0K | 0.02% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 219 | $25.0K | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 215 | $25.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 211 | $25.0K | 0.00% | +11+5.5% | Added |
| Atticus Wealth Management, LLC | 209 | $24.0K | 0.01% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 200 | $23.0K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 200 | $23.0K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 200 | $23.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 192 | $22.0K | 0.01% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 191 | $22.0K | 0.01% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 192 | $22.0K | 0.00% | +90+88.2% | Added |
| Carolinas Wealth Consulting LLC | 178 | $21.0K | 0.00% | +162+1,012.5% | Added |
| EverSource Wealth Advisors, LLC | 182 | $21.0K | 0.01% | +182 | New |
| Dark Forest Capital Management LP | 182 | $21.0K | 0.01% | +182 | New |
| IFP Advisors, Inc | 136 | $20.0K | 0.00% | −22−13.9% | Reduced |
| Carroll Financial Associates, Inc. | 177 | $20.0K | 0.00% | +23+14.9% | Added |
| Lindbrook Capital, LLC | 164 | $19.0K | 0.00% | −53−24.4% | Reduced |
| Lenox Wealth Advisors, LLC | 160 | $19.0K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 160 | $19.0K | 0.00% | +160 | New |
| KB Financial Partners, LLC | 153 | $18.0K | 0.01% | +153 | New |
| Farmers & Merchants Investments Inc | 144 | $17.0K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 119 | $14.0K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 116 | $14.0K | 0.01% | +116 | New |
| Snowden Capital Advisors LLC | 115 | $13.0K | 0.00% | −2,428−95.5% | Reduced |
| Twin Lakes Capital Management, LLC | 108 | $13.0K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 102 | $12.0K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 100 | $12.0K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 99 | $11.5K | 0.00% | +52+110.6% | Added |
| Gemmer Asset Management LLC | 94 | $11.0K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 90 | $10.5K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 90 | $10.5K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 81 | $9.00K | 0.00% | −160−66.4% | Reduced |
| Logan Capital Management Inc | 74 | $9.00K | 0.00% | −57−43.5% | Reduced |
| Front Row Advisors LLC | 80 | $9.00K | 0.00% | −23−22.3% | Reduced |
| Sugarloaf Wealth Management, LLC | 81 | $9.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 77 | $9.00K | 0.00% | +1+1.3% | Added |
| Vectors Research Management, LLC | 74 | $9.00K | 0.00% | +74 | New |
| Cypress Capital Management LLC (WY) | 71 | $8.00K | 0.01% | −21,792−99.7% | Reduced |
| Tradition Wealth Management, LLC | 56 | $7.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 55 | $7.00K | 0.00% | +15+37.5% | Added |
| Zullo Investment Group, Inc. | 64 | $7.00K | 0.00% | +64 | New |
| Anchor Investment Management, LLC | 55 | $6.39K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 55 | $6.00K | 0.00% | −24−30.4% | Reduced |
| Selective Wealth Management, Inc. | 50 | $6.00K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 46 | $5.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 46 | $5.00K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 41 | $5.00K | 0.00% | +41 | New |
| Danda Trouve Investment Management, Inc. | 39 | $5.00K | 0.01% | +39 | New |
| Bedel Financial Consulting, Inc. | 37 | $4.00K | 0.00% | +5+15.6% | Added |
| JFS Wealth Advisors, LLC | 34 | $4.00K | 0.00% | +34 | New |
| TAP Consulting, LLC | 33 | $4.00K | 0.00% | +33 | New |
| Harbor Investment Advisory, LLC | 28 | $3.00K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 24 | $3.00K | 0.00% | +1+4.3% | Added |
| Bellwether Advisors, LLC | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 29 | $3.00K | 0.00% | +29 | New |
| Schubert & Co | 26 | $3.00K | 0.00% | +26 | New |
| Raffa Wealth Management, LLC | 23 | $2.67K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 13 | $2.00K | 0.00% | −10−43.5% | Reduced |
| Prestige Wealth Management Group LLC | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 15 | $2.00K | 0.00% | 00.0% | Unchanged |