| Strategic Wealth Partners, Ltd. | 625 | $227.0K | 0.07% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 621 | $226.0K | 0.01% | −1−0.2% | Reduced |
| Barrett Asset Management, LLC | 619 | $225.0K | 0.01% | 00.0% | Unchanged |
| S.E.E.D. Planning Group LLC | 618 | $225.0K | 0.11% | 00.0% | Unchanged |
| One Charles Private Wealth Services, LLC | 618 | $225.0K | 0.15% | +618 | New |
| Corundum Group, Inc. | 615 | $224.0K | 0.15% | +615 | New |
| Family Firm, Inc. | 616 | $224.0K | 0.06% | +616 | New |
| Steigerwald, Gordon & Koch Inc. | 605 | $220.0K | 0.04% | +605 | New |
| Crescent Capital Consulting, LLC | 600 | $219.0K | 0.04% | 00.0% | Unchanged |
| Front Street Capital Management, Inc. | 601 | $219.0K | 0.04% | +601 | New |
| Abacus Wealth Partners, LLC | 602 | $219.0K | 0.09% | +602 | New |
| Glenview Trust Co | 600 | $218.0K | 0.01% | +600 | New |
| Rothschild Investment Corp | 597 | $217.0K | 0.02% | +597 | New |
| Barber Financial Group, Inc. | 598 | $217.0K | 0.03% | +598 | New |
| Ritholtz Wealth Management | 593 | $216.0K | 0.02% | +593 | New |
| Congress Asset Management Co | 589 | $214.0K | 0.00% | −874−59.7% | Reduced |
| Ballentine Partners, LLC | 587 | $213.0K | 0.01% | +587 | New |
| Lee Danner & Bass Inc | 584 | $212.0K | 0.02% | +584 | New |
| Terra Nova Asset Management LLC | 580 | $211.0K | 0.18% | +580 | New |
| Dougherty Wealth Advisers LLC | 579 | $210.0K | 0.31% | 00.0% | Unchanged |
| Spectrum Asset Management, Inc. (NB/CA) | 574 | $209.0K | 0.06% | +574 | New |
| Smithfield Trust Co | 570 | $207.0K | 0.01% | 00.0% | Unchanged |
| Bank of Hawaii | 569 | $207.0K | 0.01% | +569 | New |
| Compass Ion Advisors, LLC | 570 | $207.0K | 0.08% | +570 | New |
| TriaGen Wealth Management LLC | 569 | $207.0K | 0.11% | +569 | New |
| WC Walker & Associates, Inc. | 562 | $207.0K | 0.11% | +562 | New |
| Ashton Thomas Private Wealth, LLC | 568 | $206.4K | 0.03% | +568 | New |
| Evergreen Capital Management LLC | 567 | $206.0K | 0.01% | +567 | New |
| Fortem Financial Group, LLC | 566 | $206.0K | 0.10% | +566 | New |
| Farr Miller & Washington LLC | 563 | $205.0K | 0.01% | +563 | New |
| Mosaic Family Wealth, LLC | 563 | $205.0K | 0.06% | +563 | New |
| Relyea Zuckerberg Hanson LLC | 565 | $205.0K | 0.08% | +565 | New |
| Newman Dignan & Sheerar, Inc. | 560 | $204.0K | 0.07% | +560 | New |
| Teza Capital Management LLC | 559 | $203.0K | 0.03% | −4,736−89.4% | Reduced |
| Pacific Global Investment Management CO | 556 | $202.0K | 0.04% | +556 | New |
| Verition Fund Management LLC | 555 | $202.0K | 0.00% | +555 | New |
| Global Trust Asset Management, LLC | 553 | $201.0K | 0.10% | −33−5.6% | Reduced |
| Ssi Investment Management LLC | 551 | $200.0K | 0.01% | +551 | New |
| Heritage Wealth Advisors | 530 | $192.6K | 0.01% | 00.0% | Unchanged |
| Alpha Paradigm Partners, LLC | 504 | $183.0K | 0.07% | +504 | New |
| Moisand Fitzgerald Tamayo, LLC | 483 | $176.0K | 0.06% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 479 | $174.0K | 0.10% | −22−4.4% | Reduced |
| Acima Private Wealth, LLC | 480 | $174.0K | 0.08% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 472 | $172.0K | 0.05% | −138−22.6% | Reduced |
| Berman Capital Advisors, LLC | 475 | $172.0K | 0.03% | +102+27.3% | Added |
| Cowen Prime Services LLC | 450 | $164.0K | 0.06% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 450 | $164.0K | 0.06% | +450 | New |
| Exane Derivatives | 439 | $161.3K | 0.04% | +218+98.6% | Added |
| Community Bank, N.A. | 435 | $158.0K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 436 | $158.0K | 0.04% | +5+1.2% | Added |
| FinTrust Capital Advisors, LLC | 426 | $155.0K | 0.04% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 424 | $154.1K | 0.01% | +40+10.4% | Added |
| Private Ocean, LLC | 404 | $147.0K | 0.02% | 00.0% | Unchanged |
| S.A. Mason LLC | 405 | $147.0K | 0.10% | 00.0% | Unchanged |
| Asset Dedication, LLC | 404 | $147.0K | 0.02% | +315+353.9% | Added |
| Security National Trust Co | 400 | $145.0K | 0.03% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 400 | $145.0K | 0.04% | 00.0% | Unchanged |
| Paradigm, Strategies in Wealth Management, LLC | 393 | $143.0K | 0.13% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 385 | $140.0K | 0.01% | 00.0% | Unchanged |
| PNC Managed Account Solutions, Inc. | 375 | $136.0K | 0.03% | +375 | New |
| Crewe Advisors LLC | 367 | $133.0K | 0.03% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 350 | $127.0K | 0.02% | +25+7.7% | Added |
| Stonebridge Capital Advisors LLC | 340 | $124.0K | 0.02% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 340 | $124.0K | 0.03% | +310+1,033.3% | Added |
| Carolinas Wealth Consulting LLC | 325 | $118.0K | 0.03% | −194−37.4% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 324 | $118.0K | 0.00% | −50−13.4% | Reduced |
| Strategic Blueprint, LLC | 326 | $118.0K | 0.02% | +326 | New |
| New England Asset Management Inc | 315 | $114.0K | 0.00% | −310−49.6% | Reduced |
| Hanson & Doremus Investment Management | 358 | $113.0K | 0.03% | +251+234.6% | Added |
| Wolverine Asset Management LLC | 309 | $112.0K | 0.00% | +123+66.1% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 305 | $111.0K | 0.00% | +270+771.4% | Added |
| Horan Securities, Inc. | 302 | $110.0K | 0.08% | +188+164.9% | Added |
| FFT Wealth Management LLC | 300 | $109.0K | 0.02% | +300 | New |
| Laurel Wealth Advisors LLC | 293 | $106.0K | 0.02% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 290 | $105.0K | 0.03% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 288 | $105.0K | 0.06% | +45+18.5% | Added |
| Webster Bank, N. A. | 285 | $104.0K | 0.01% | −776−73.1% | Reduced |
| First Financial Corp | 287 | $104.0K | 0.07% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 284 | $103.0K | 0.07% | +1+0.4% | Added |
| FormulaFolio Investments, LLC | 273 | $99.0K | 0.03% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 264 | $96.0K | 0.02% | +49+22.8% | Added |
| Gradient Investments LLC | 262 | $95.0K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 260 | $94.5K | 0.03% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 258 | $94.0K | 0.05% | +2+0.8% | Added |
| Retirement Group, LLC | 257 | $93.0K | 0.04% | −10−3.7% | Reduced |
| Benjamin Edwards Inc | 254 | $92.0K | 0.06% | +14+5.8% | Added |
| South State Corp. | 249 | $91.0K | 0.01% | +249 | New |
| Delta Asset Management LLC | 243 | $88.0K | 0.01% | −10−4.0% | Reduced |
| San Francisco Sentry Investment Group (Ca) | 240 | $87.0K | 0.05% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 240 | $87.0K | 0.05% | 00.0% | Unchanged |
| Personal Wealth Partners | 240 | $87.0K | 0.04% | +240 | New |
| First Personal Financial Services | 235 | $85.0K | 0.02% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 232 | $84.0K | 0.01% | +1+0.4% | Added |
| Cypress Capital Management LLC (WY) | 230 | $84.0K | 0.07% | 00.0% | Unchanged |
| Private Capital Group, LLC | 228 | $83.0K | 0.02% | −7−3.0% | Reduced |
| Hoey Investments, Inc | 225 | $82.0K | 0.03% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 226 | $82.0K | 0.01% | +100+79.4% | Added |
| Leelyn Smith, LLC | 218 | $79.0K | 0.02% | −40−15.5% | Reduced |
| Pacitti Group Inc. | 219 | $79.0K | 0.05% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 214 | $78.0K | 0.01% | +11+5.4% | Added |