| Bessemer Group Inc | 990 | $164.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 951 | $158.0K | 0.02% | +871+1,088.8% | Added |
| Institutional & Family Asset Management, LLC | 890 | $148.0K | 0.03% | −138−13.4% | Reduced |
| Alta Advisers Ltd | 800 | $133.0K | 0.08% | +800 | New |
| Canton Hathaway, LLC | 800 | $133.0K | 0.05% | +800 | New |
| Jupiter Wealth Management LLC | 800 | $132.0K | 0.13% | +800 | New |
| TFC Financial Management | 781 | $130.0K | 0.04% | +190+32.1% | Added |
| JFS Wealth Advisors, LLC | 780 | $129.0K | 0.01% | +1+0.1% | Added |
| Zions Bancorporation, N.A. | 773 | $128.0K | 0.01% | −17−2.2% | Reduced |
| Raleigh Capital Management Inc. | 754 | $125.0K | 0.07% | +754 | New |
| Selective Wealth Management, Inc. | 700 | $116.0K | 0.05% | +700 | New |
| Motco | 676 | $112.0K | 0.01% | +676 | New |
| Kayne Anderson Rudnick Investment Management LLC | 656 | $109.0K | 0.00% | +656 | New |
| Umb Bank N A | 648 | $107.0K | 0.00% | +308+90.6% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 641 | $106.0K | 0.01% | −2,064−76.3% | Reduced |
| Valley National Advisers Inc | 608 | $102.0K | 0.02% | +108+21.6% | Added |
| Farmers & Merchants Investments Inc | 601 | $100.0K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 579 | $96.0K | 0.04% | 00.0% | Unchanged |
| CVA Family Office, LLC | 575 | $95.0K | 0.03% | +575 | New |
| Toth Financial Advisory Corp | 545 | $90.0K | 0.02% | +315+137.0% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 512 | $85.0K | 0.00% | −59−10.3% | Reduced |
| Pittenger & Anderson Inc | 515 | $85.0K | 0.01% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 500 | $83.0K | 0.04% | 00.0% | Unchanged |
| AGF Investments LLC | 498 | $83.0K | 0.01% | +120+31.7% | Added |
| Kelly Financial Services LLC | 480 | $79.6K | 0.05% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 471 | $78.0K | 0.01% | −3−0.6% | Reduced |
| Clearstead Advisors, LLC | 445 | $74.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 426 | $71.0K | 0.02% | +39+10.1% | Added |
| Baldwin Brothers Inc | 400 | $66.0K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 389 | $65.0K | 0.02% | +389 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 375 | $62.0K | 0.00% | +375 | New |
| Chiron Investment Management, LLC | 367 | $61.0K | 0.01% | −1,084−74.7% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 362 | $60.0K | 0.01% | −1,300−78.2% | Reduced |
| Wagner Wealth Management, LLC | 360 | $60.0K | 0.04% | 00.0% | Unchanged |
| Proequities, Inc. | 355 | $59.0K | 0.01% | +274+338.3% | Added |
| Versant Capital Management, Inc | 347 | $58.0K | 0.02% | −31−8.2% | Reduced |
| Founders Capital Management | 351 | $58.0K | 0.05% | +230+190.1% | Added |
| EdgeRock Capital LLC | 343 | $57.0K | 0.03% | +343 | New |
| Contravisory Investment Management, Inc. | 331 | $55.0K | 0.02% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 330 | $55.0K | 0.02% | +2+0.6% | Added |
| Sentry Investment Management LLC | 330 | $55.0K | 0.03% | +330 | New |
| Covestor Ltd | 318 | $53.0K | 0.05% | +45+16.5% | Added |
| Hudock, Inc. | 320 | $53.0K | 0.02% | +201+168.9% | Added |
| HM Payson & Co | 312 | $52.0K | 0.00% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 300 | $51.0K | 0.03% | +300 | New |
| Blume Capital Management, Inc. | 300 | $50.0K | 0.02% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 304 | $50.0K | 0.01% | +300+7,500.0% | Added |
| Caldwell Trust Co | 300 | $49.8K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 300 | $49.0K | 0.00% | +200+200.0% | Added |
| Ellevest, Inc. | 279 | $46.0K | 0.00% | +114+69.1% | Added |
| Bay Harbor Wealth Management, LLC | 258 | $43.0K | 0.02% | +258 | New |
| Geneos Wealth Management Inc. | 253 | $41.0K | 0.00% | −250−49.7% | Reduced |
| AdvisorNet Financial, Inc | 234 | $39.0K | 0.00% | +234 | New |
| Financial Management Professionals, Inc. | 230 | $38.0K | 0.01% | +30+15.0% | Added |
| Lumature Wealth Partners, LLC | 224 | $37.0K | 0.02% | +224 | New |
| Point72 Hong Kong Ltd | 215 | $36.0K | 0.00% | +215 | New |
| Sutton Wealth Advisors Inc. | 207 | $34.3K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 200 | $34.0K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 203 | $34.0K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 204 | $33.8K | 0.01% | +200+5,000.0% | Added |
| Hexagon Capital Partners LLC | 191 | $32.0K | 0.01% | +4+2.1% | Added |
| Earnest Partners LLC | 184 | $31.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 227 | $30.0K | 0.00% | +9+4.1% | Added |
| Riverview Trust Co | 180 | $30.0K | 0.03% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 166 | $28.0K | 0.01% | −80−32.5% | Reduced |
| TCTC Holdings, LLC | 150 | $25.0K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 150 | $25.0K | 0.03% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 153 | $25.0K | 0.01% | +20+15.0% | Added |
| Activest Wealth Management | 151 | $25.0K | 0.01% | +151 | New |
| AllSquare Wealth Management LLC | 147 | $24.0K | 0.02% | +147 | New |
| Cranbrook Wealth Management, LLC | 139 | $23.0K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 130 | $22.0K | 0.01% | +130 | New |
| Byrne Asset Management LLC | 128 | $21.0K | 0.02% | −2−1.5% | Reduced |
| Pinnacle Financial Partners Inc | 125 | $21.0K | 0.00% | +125 | New |
| Global Trust Asset Management, LLC | 125 | $21.0K | 0.01% | +125 | New |
| Peoples Financial Services Corp. | 100 | $17.0K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 100 | $17.0K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 100 | $17.0K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 101 | $17.0K | 0.01% | +25+32.9% | Added |
| GPS Wealth Strategies Group, LLC | 100 | $17.0K | 0.00% | +100 | New |
| Castle Wealth Management LLC | 100 | $17.0K | 0.01% | +100 | New |
| TD Private Client Wealth LLC | 98 | $16.3K | 0.00% | +21+27.3% | Added |
| Quent Capital, LLC | 94 | $16.0K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 95 | $16.0K | 0.01% | +35+58.3% | Added |
| Ancora Advisors, LLC | 89 | $15.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 93 | $15.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 84 | $14.0K | 0.01% | −22−20.8% | Reduced |
| Bell Investment Advisors, Inc | 86 | $14.0K | 0.00% | +1+1.2% | Added |
| Brown Brothers Harriman & Co | 82 | $14.0K | 0.00% | +82 | New |
| GeoWealth Management, LLC | 84 | $14.0K | 0.00% | +84 | New |
| Almanack Investment Partners, LLC. | 82 | $14.0K | 0.00% | +82 | New |
| Hanson & Doremus Investment Management | 73 | $12.0K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 75 | $12.0K | 0.01% | +75 | New |
| M&R Capital Management Inc | 75 | $12.0K | 0.00% | +75 | New |
| Professional Financial Advisors, LLC | 70 | $12.0K | 0.01% | +70 | New |
| Larson Financial Group LLC | 64 | $11.0K | 0.00% | +64 | New |
| Heritage Wealth Management, LLC | 67 | $11.0K | 0.00% | +67 | New |
| Creative Financial Designs Inc | 62 | $10.0K | 0.00% | +62 | New |
| Horan Securities, Inc. | 59 | $10.0K | 0.01% | +59 | New |
| Tortoise Investment Management, LLC | 52 | $9.00K | 0.00% | 00.0% | Unchanged |