| BerganKDV Wealth Management, LLC | 652 | $88.0K | 0.01% | +72+12.4% | Added |
| Harbor Investment Advisory, LLC | 606 | $82.0K | 0.01% | 00.0% | Unchanged |
| Old North State Trust, LLC | 601 | $81.0K | 0.07% | −4−0.7% | Reduced |
| Hexagon Capital Partners LLC | 594 | $80.0K | 0.02% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 581 | $78.0K | 0.00% | −3−0.5% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 550 | $74.0K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 521 | $70.0K | 0.01% | +71+15.8% | Added |
| SRS Capital Advisors, Inc. | 501 | $68.0K | 0.01% | +23+4.8% | Added |
| AdvisorNet Financial, Inc | 494 | $67.0K | 0.00% | +69+16.2% | Added |
| Pinnacle Bancorp, Inc. | 486 | $66.0K | 0.03% | +26+5.7% | Added |
| CBIZ Investment Advisory Services, LLC | – | $65.0K | 0.01% | – | – |
| Fieldpoint Private Securities, LLC | 466 | $63.0K | 0.01% | +46+11.0% | Added |
| Koshinski Asset Management, Inc. | 465 | $62.8K | 0.01% | +465 | New |
| Tradewinds Capital Management, LLC | 446 | $60.0K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 425 | $57.4K | 0.01% | −79−15.7% | Reduced |
| Berman Capital Advisors, LLC | 404 | $54.0K | 0.01% | +45+12.5% | Added |
| Vigilant Capital Management, LLC | 400 | $54.0K | 0.00% | +400 | New |
| Patriot Financial Group Insurance Agency, LLC | 385 | $52.0K | 0.01% | +50+14.9% | Added |
| Atticus Wealth Management, LLC | 362 | $49.0K | 0.02% | −200−35.6% | Reduced |
| Atlas Capital Advisors LLC | 345 | $46.6K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 341 | $46.0K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 333 | $45.0K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 330 | $45.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 335 | $45.0K | 0.00% | +97+40.8% | Added |
| Whittier Trust Co of Nevada Inc | 316 | $43.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 316 | $43.0K | 0.00% | +216+216.0% | Added |
| JCIC Asset Management Inc. | 306 | $41.0K | 0.01% | +15+5.2% | Added |
| North Star Investment Management Corp. | 300 | $41.0K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 300 | $41.0K | 0.01% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 294 | $40.0K | 0.01% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 279 | $38.0K | 0.01% | −27−8.8% | Reduced |
| Wealth Quarterback LLC | 267 | $37.0K | 0.02% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 271 | $36.0K | 0.00% | +6+2.3% | Added |
| Ellis Investment Partners, LLC | 267 | $36.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 254 | $34.0K | 0.00% | +44+21.0% | Added |
| FinTrust Capital Advisors, LLC | 220 | $30.0K | 0.01% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 223 | $30.0K | 0.02% | 00.0% | Unchanged |
| Ninety One UK Ltd | 220 | $30.0K | 0.00% | +17+8.4% | Added |
| Compagnie Lombard Odier SCmA | 225 | $30.0K | 0.00% | +225 | New |
| Sandy Spring Bank | 216 | $29.0K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 204 | $28.0K | 0.00% | 00.0% | Unchanged |
| Security National Trust Co | 200 | $28.0K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 203 | $27.0K | 0.03% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 200 | $27.0K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 200 | $27.0K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 200 | $27.0K | 0.01% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 193 | $26.0K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 187 | $25.0K | 0.00% | +124+196.8% | Added |
| Hudock, Inc. | 180 | $24.0K | 0.01% | 00.0% | Unchanged |
| Norway Savings Bank | 165 | $22.0K | 0.01% | 00.0% | Unchanged |
| Howe & Rusling Inc | 156 | $21.0K | 0.00% | −70−31.0% | Reduced |
| First Personal Financial Services | 154 | $21.0K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 159 | $21.0K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 156 | $21.0K | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 150 | $20.0K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 146 | $20.0K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 150 | $20.0K | 0.02% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 143 | $19.0K | 0.00% | −1−0.7% | Reduced |
| CoreFirst Bank & Trust | 136 | $18.0K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 132 | $18.0K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 136 | $17.0K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 125 | $16.9K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 118 | $16.0K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 118 | $16.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 115 | $16.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 115 | $16.0K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 115 | $15.5K | 0.00% | −25−17.9% | Reduced |
| Raffa Wealth Management, LLC | 114 | $15.4K | 0.01% | +22+23.9% | Added |
| Cribstone Capital Management, LLC | 105 | $14.0K | 0.01% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 100 | $14.0K | 0.00% | +100 | New |
| Column Capital Advisors, LLC | 97 | $13.0K | 0.00% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 100 | $13.0K | 0.01% | +100 | New |
| Enterprise Financial Services Corp | 90 | $12.0K | 0.00% | −432−82.8% | Reduced |
| State of Wyoming | 91 | $12.0K | 0.01% | −66−42.0% | Reduced |
| Eukles Asset Management | 92 | $12.0K | 0.01% | −19−17.1% | Reduced |
| Geneos Wealth Management Inc. | 90 | $12.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 85 | $11.5K | 0.00% | +13+18.1% | Added |
| IFP Advisors, Inc | 80 | $11.0K | 0.00% | −34−29.8% | Reduced |
| Cordasco Financial Network | 84 | $11.0K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 80 | $11.0K | 0.00% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 78 | $11.0K | 0.00% | +78 | New |
| Allworth Financial LP | 75 | $10.0K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 75 | $10.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 75 | $10.0K | 0.00% | +2+2.7% | Added |
| D'Orazio & Associates, Inc. | 75 | $10.0K | 0.00% | +75 | New |
| Meridian Wealth Partners, LLC | 77 | $10.0K | 0.00% | +77 | New |
| Concord Wealth Partners | 70 | $9.00K | 0.00% | −114−62.0% | Reduced |
| Key Financial Inc | 65 | $9.00K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 67 | $9.00K | 0.00% | +67 | New |
| Gemmer Asset Management LLC | 60 | $8.00K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 59 | $8.00K | 0.00% | +14+31.1% | Added |
| West Paces Advisors Inc. | 59 | $7.97K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 55 | $7.00K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 50 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 53 | $7.00K | 0.00% | 00.0% | Unchanged |
| Consolidated Planning Corp | 55 | $7.00K | 0.00% | +55 | New |
| Anchor Investment Management, LLC | 50 | $6.75K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 43 | $6.00K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 42 | $6.00K | 0.00% | +22+110.0% | Added |
| Bellwether Advisors, LLC | 45 | $6.00K | 0.00% | +45 | New |