| Geneos Wealth Management Inc. | 142 | $102.0K | 0.00% | +107+305.7% | Added |
| Perkins Coie Trust Co | 138 | $99.0K | 0.03% | −39−22.0% | Reduced |
| Lee Financial Co | 137 | $99.0K | 0.02% | +25+22.3% | Added |
| Tilia Fiduciary Partners, Inc. | 136 | $98.0K | 0.08% | +136 | New |
| Kozak & Associates, Inc. | 195 | $97.0K | 0.06% | +87+80.6% | Added |
| Ahrens Investment Partners LLC | 135 | $97.0K | 0.04% | +135 | New |
| WFA Asset Management Corp | 134 | $96.1K | 0.06% | +134 | New |
| Bay Harbor Wealth Management, LLC | 163 | $93.0K | 0.04% | +6+3.8% | Added |
| First Financial Corp | 130 | $93.0K | 0.06% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 130 | $93.0K | 0.06% | +130 | New |
| MUFG Securities EMEA plc | 128 | $92.0K | 0.00% | −110−46.2% | Reduced |
| Delta Asset Management LLC | 120 | $86.0K | 0.01% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 120 | $86.0K | 0.02% | +120 | New |
| Baldwin Brothers Inc | 117 | $84.0K | 0.01% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 871 | $84.0K | 0.06% | +871 | New |
| Atticus Wealth Management, LLC | 112 | $81.0K | 0.03% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 113 | $81.0K | 0.03% | +22+24.2% | Added |
| Kings Point Capital Management | 111 | $80.0K | 0.01% | +1+0.9% | Added |
| Glassman Wealth Services | 110 | $79.0K | 0.01% | +21+23.6% | Added |
| Fortitude Advisory Group L.L.C. | 110 | $79.0K | 0.04% | +110 | New |
| Compagnie Lombard Odier SCmA | 107 | $77.0K | 0.00% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 104 | $75.0K | 0.01% | +104 | New |
| Archer Investment Corp | 101 | $72.4K | 0.02% | +1+1.0% | Added |
| Toth Financial Advisory Corp | 100 | $72.0K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 100 | $72.0K | 0.06% | 00.0% | Unchanged |
| Field & Main Bank | 100 | $72.0K | 0.04% | +35+53.8% | Added |
| Hartford Financial Management Inc. | 97 | $70.0K | 0.02% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 95 | $68.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 92 | $66.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 91 | $66.0K | 0.01% | +28+44.4% | Added |
| Selective Wealth Management, Inc. | 90 | $65.0K | 0.03% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 90 | $65.0K | 0.00% | +90 | New |
| Sugarloaf Wealth Management, LLC | 90 | $64.0K | 0.02% | +52+136.8% | Added |
| Signet Financial Management, LLC | 88 | $63.0K | 0.01% | +88 | New |
| Cribstone Capital Management, LLC | 86 | $62.0K | 0.03% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 85 | $61.0K | 0.02% | −15−15.0% | Reduced |
| AllSquare Wealth Management LLC | 85 | $61.0K | 0.04% | −15−15.0% | Reduced |
| Tarbox Family Office, Inc. | 84 | $60.0K | 0.01% | +2+2.4% | Added |
| Prestige Wealth Management Group LLC | 83 | $60.0K | 0.01% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 83 | $60.0K | 0.03% | 00.0% | Unchanged |
| City State Bank | 84 | $60.0K | 0.04% | +84 | New |
| EverSource Wealth Advisors, LLC | 80 | $58.0K | 0.02% | +80 | New |
| Catalyst Capital Advisors LLC | 79 | $57.0K | 0.00% | −6−7.1% | Reduced |
| Ellevest, Inc. | 77 | $55.0K | 0.00% | −51−39.8% | Reduced |
| Lenox Wealth Advisors, LLC | 77 | $55.0K | 0.01% | +7+10.0% | Added |
| Exane Derivatives | 76 | $54.7K | 0.01% | +76 | New |
| Marquette Asset Management, LLC | 75 | $54.0K | 0.01% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 75 | $54.0K | 0.03% | 00.0% | Unchanged |
| Community Bank, N.A. | 75 | $54.0K | 0.01% | +25+50.0% | Added |
| Tacita Capital Inc | 74 | $53.0K | 0.03% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 72 | $52.0K | 0.03% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 73 | $52.0K | 0.02% | +29+65.9% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 71 | $51.0K | 0.03% | 00.0% | Unchanged |
| Investors Research Corp | 67 | $48.0K | 0.01% | 00.0% | Unchanged |
| O'Dell Group, LLC | 67 | $48.0K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 65 | $47.0K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 65 | $47.0K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 66 | $47.0K | 0.02% | +25+61.0% | Added |
| PrairieView Partners, LLC | 64 | $46.0K | 0.01% | +64 | New |
| Activest Wealth Management | 64 | $46.0K | 0.03% | +64 | New |
| Zullo Investment Group, Inc. | 59 | $42.0K | 0.02% | +59 | New |
| First National Bank of South Miami | 57 | $41.0K | 0.02% | −40−41.2% | Reduced |
| Optiver Holding B.V. | 72 | $41.0K | 0.00% | 00.0% | Unchanged |
| West Bancorporation Inc | 57 | $41.0K | 0.03% | +57 | New |
| Paragon Capital Management Ltd | 57 | $41.0K | 0.01% | +57 | New |
| Independence Bank of Kentucky | 55 | $40.0K | 0.02% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 56 | $40.0K | 0.01% | +54+2,700.0% | Added |
| Total Clarity Wealth Management, Inc. | 54 | $39.0K | 0.02% | −10−15.6% | Reduced |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 50 | $36.0K | 0.02% | −50−50.0% | Reduced |
| Tradewinds Capital Management, LLC | 50 | $36.0K | 0.01% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 50 | $36.0K | 0.02% | +50 | New |
| West Paces Advisors Inc. | 50 | $36.0K | 0.01% | +7+16.3% | Added |
| HBC Financial Services, PLLC | 50 | $35.0K | 0.02% | 00.0% | Unchanged |
| RGT Wealth Advisors, LLC | 49 | $35.0K | 0.01% | +49 | New |
| KB Financial Partners, LLC | 49 | $35.0K | 0.01% | +49 | New |
| Brewin Dolphin Ltd | 47 | $34.0K | 0.00% | −9,361−99.5% | Reduced |
| Dark Forest Capital Management LP | 44 | $32.0K | 0.01% | +3+7.3% | Added |
| Citizens National Bank Trust Department | 45 | $32.0K | 0.01% | +45 | New |
| CenterStar Asset Management, LLC | – | $31.0K | 0.02% | – | – |
| Gemmer Asset Management LLC | 43 | $31.0K | 0.00% | −5−10.4% | Reduced |
| Brewin Dolphin Wealth Management Ltd | 43 | $31.0K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 42 | $30.0K | 0.03% | +42 | New |
| JNBA Financial Advisors | 41 | $29.0K | 0.00% | +5+13.9% | Added |
| FinTrust Capital Advisors, LLC | 40 | $29.0K | 0.01% | +5+14.3% | Added |
| South State Corp. | 40 | $29.0K | 0.00% | +40 | New |
| Hantz Financial Services, Inc. | 39 | $28.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 37 | $27.0K | 0.01% | +15+68.2% | Added |
| Stonebridge Capital Advisors LLC | 38 | $27.0K | 0.00% | +19+100.0% | Added |
| Vectors Research Management, LLC | 35 | $25.0K | 0.01% | +20+133.3% | Added |
| Missouri Trust & Investment Co | 35 | $25.0K | 0.01% | +35 | New |
| Gould Capital, LLC | 35 | $25.0K | 0.02% | +35 | New |
| Raffa Wealth Management, LLC | 34 | $24.5K | 0.01% | +5+17.2% | Added |
| Key Financial Inc | 33 | $24.0K | 0.01% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 34 | $24.0K | 0.00% | +10+41.7% | Added |
| Cassady Schiller Wealth Management, LLC | 33 | $24.0K | 0.01% | +33 | New |
| High Net Worth Advisory Group LLC | 34 | $24.0K | 0.01% | +34 | New |
| Financial Perspectives, Inc | 33 | $23.8K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 32 | $23.0K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 32 | $23.0K | 0.00% | −1−3.0% | Reduced |
| Jones Financial Companies LLLP | 30 | $22.0K | 0.00% | 00.0% | Unchanged |
