| Altshuler Shaham Ltd | 540 | $121.0K | 0.00% | −24−4.3% | Reduced |
| Carroll Financial Associates, Inc. | 552 | $121.0K | 0.01% | +96+21.1% | Added |
| Ellevest, Inc. | 494 | $111.0K | 0.01% | −21−4.1% | Reduced |
| Concord Wealth Partners | 491 | $110.0K | 0.03% | +330+205.0% | Added |
| EverSource Wealth Advisors, LLC | 495 | $110.0K | 0.03% | +495 | New |
| Seaport Global Advisors, LLC | 448 | $100.0K | 0.14% | +448 | New |
| Anchor Investment Management, LLC | 443 | $99.1K | 0.01% | −34−7.1% | Reduced |
| Truvestments Capital LLC | 431 | $96.0K | 0.05% | +431 | New |
| Manchester Capital Management LLC | 419 | $94.0K | 0.01% | 00.0% | Unchanged |
| Nkcfo LLC | 400 | $89.0K | 0.03% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 387 | $86.6K | 0.00% | −5,791−93.7% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 381 | $85.0K | 0.00% | +381 | New |
| Quadrant Capital Group LLC | 367 | $82.0K | 0.01% | +53+16.9% | Added |
| Geneos Wealth Management Inc. | 360 | $80.0K | 0.00% | −305−45.9% | Reduced |
| AdvisorNet Financial, Inc | 295 | $66.0K | 0.00% | +295 | New |
| First Horizon Advisors, Inc. | 265 | $58.0K | 0.00% | +5+1.9% | Added |
| Whittier Trust Co of Nevada Inc | 254 | $57.0K | 0.00% | +79+45.1% | Added |
| Optimum Investment Advisors | 250 | $56.0K | 0.02% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 242 | $54.0K | 0.00% | +167+222.7% | Added |
| State of Wyoming | 239 | $53.0K | 0.02% | −25−9.5% | Reduced |
| McIlrath & Eck, LLC | 232 | $52.0K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 233 | $52.0K | 0.00% | +50+27.3% | Added |
| Eaton Vance Management | 219 | $49.0K | 0.00% | +4+1.9% | Added |
| Washington Trust Advisors, Inc. | 206 | $46.0K | 0.00% | +206 | New |
| Whittier Trust Co | 199 | $45.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 194 | $43.0K | 0.00% | −393−67.0% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 191 | $43.0K | 0.02% | +4+2.1% | Added |
| Steward Financial Group LLC | 184 | $41.0K | 0.04% | +184 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 180 | $40.0K | 0.00% | +180 | New |
| Paragon Capital Management Ltd | 171 | $38.0K | 0.01% | +171 | New |
| EMC Capital Management | 165 | $37.0K | 0.02% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 155 | $35.0K | 0.00% | −499−76.3% | Reduced |
| Sugarloaf Wealth Management, LLC | 150 | $34.0K | 0.01% | −20−11.8% | Reduced |
| Toth Financial Advisory Corp | 150 | $34.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 150 | $34.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 150 | $34.0K | 0.01% | 00.0% | Unchanged |
| Private Capital Group, LLC | 128 | $29.0K | 0.01% | −1−0.8% | Reduced |
| Sandy Spring Bank | 129 | $29.0K | 0.00% | +122+1,742.9% | Added |
| Harbour Investments, Inc. | 126 | $28.0K | 0.00% | −477−79.1% | Reduced |
| Institutional & Family Asset Management, LLC | 124 | $28.0K | 0.00% | −466−79.0% | Reduced |
| Ahrens Investment Partners LLC | 125 | $28.0K | 0.01% | +125 | New |
| Patriot Financial Group Insurance Agency, LLC | 116 | $26.0K | 0.00% | +13+12.6% | Added |
| IFP Advisors, Inc | 107 | $24.0K | 0.00% | −383−78.2% | Reduced |
| Bogart Wealth, LLC | 100 | $22.0K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 86 | $19.0K | 0.01% | +11+14.7% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 80 | $18.0K | 0.00% | −30−27.3% | Reduced |
| Tradewinds Capital Management, LLC | 75 | $17.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 73 | $16.0K | 0.00% | −158−68.4% | Reduced |
| Ogorek Anthony Joseph | 69 | $15.0K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 69 | $15.0K | 0.01% | +4+6.2% | Added |
| South State Corp. | 58 | $13.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 56 | $13.0K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 60 | $13.0K | 0.00% | +60 | New |
| Fieldpoint Private Securities, LLC | 55 | $12.0K | 0.00% | −45−45.0% | Reduced |
| Tradition Wealth Management, LLC | 52 | $12.0K | 0.00% | −48−48.0% | Reduced |
| Oakworth Capital, Inc. | 55 | $12.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 51 | $11.0K | 0.00% | +1+2.0% | Added |
| Sargent Bickham Lagudis LLC | 50 | $11.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 49 | $11.0K | 0.00% | +8+19.5% | Added |
| Advanced Research Investment Solutions, LLC | 50 | $11.0K | 0.00% | +50 | New |
| Gilder Gagnon Howe & Co LLC | 46 | $10.0K | 0.00% | +22+91.7% | Added |
| Cambridge Trust Co | 39 | $9.00K | 0.00% | +39 | New |
| Monolith Advisors | 41 | $9.00K | 0.01% | +41 | New |
| TSFG, LLC | 37 | $8.00K | 0.00% | −91−71.1% | Reduced |
| Kelly Financial Services LLC | 34 | $7.61K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 32 | $7.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 30 | $7.00K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 32 | $7.00K | 0.01% | +32 | New |
| Disciplined Investments, LLC | 31 | $7.00K | 0.00% | +31 | New |
| Fifth Third Bancorp | 26 | $6.00K | 0.00% | −18−40.9% | Reduced |
| Asset Dedication, LLC | 28 | $6.00K | 0.00% | −7−20.0% | Reduced |
| Thomas White International Ltd | 27 | $6.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 28 | $6.00K | 0.00% | +15+115.4% | Added |
| Corbenic Partners LLC | 27 | $6.00K | 0.00% | +27 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 25 | $6.00K | 0.00% | +25 | New |
| High Net Worth Advisory Group LLC | 25 | $6.00K | 0.00% | +25 | New |
| Pittenger & Anderson Inc | 21 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 22 | $4.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 18 | $4.00K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 20 | $4.00K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 20 | $4.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 19 | $4.00K | 0.00% | +9+90.0% | Added |
| FNY Investment Advisers, LLC | 20 | $4.00K | 0.00% | +20 | New |
| Private Ocean, LLC | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 12 | $3.00K | 0.00% | +12 | New |
| SJS Investment Consulting Inc. | 13 | $3.00K | 0.00% | +13 | New |
| Shore Point Advisors, LLC | 13 | $3.00K | 0.00% | +13 | New |
| Rise Advisors, LLC | 12 | $2.69K | 0.00% | +12 | New |
| Stephens Consulting, LLC | 11 | $2.46K | 0.00% | +11 | New |
| Berkshire Capital Holdings Inc | 10 | $2.00K | 0.00% | −191,870−100.0% | Reduced |
| Activest Wealth Management | 11 | $2.00K | 0.00% | −89−89.0% | Reduced |
| Bell Investment Advisors, Inc | 8 | $2.00K | 0.00% | −17−68.0% | Reduced |
| Salem Investment Counselors Inc | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Newton One Investments LLC | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 10 | $2.00K | 0.00% | +6+150.0% | Added |
| Earnest Partners LLC | 7 | $2.00K | 0.00% | +7 | New |
| First Bank & Trust | 7 | $2.00K | 0.00% | +7 | New |
| KB Financial Partners, LLC | 8 | $2.00K | 0.00% | +8 | New |
| Newbridge Financial Services Group, Inc. | 8 | $2.00K | 0.00% | +8 | New |
