| First Personal Financial Services | 1,100 | $55.0K | 0.02% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 1,040 | $52.0K | 0.00% | −305−22.7% | Reduced |
| Webster Bank, N. A. | 1,000 | $50.0K | 0.01% | 00.0% | Unchanged |
| Monetary Management Group Inc | 1,000 | $50.0K | 0.02% | 00.0% | Unchanged |
| Bessemer Group Inc | 974 | $49.0K | 0.00% | −1,569−61.7% | Reduced |
| Northwest Investment Counselors, LLC | 982 | $49.0K | 0.02% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 965 | $48.0K | 0.04% | 00.0% | Unchanged |
| Glassman Wealth Services | 964 | $48.0K | 0.01% | −13−1.3% | Reduced |
| Column Capital Advisors, LLC | 960 | $48.0K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 869 | $43.0K | 0.02% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 850 | $43.0K | 0.01% | 00.0% | Unchanged |
| Curi Capital | 859 | $43.0K | 0.01% | +859 | New |
| Clearstead Advisors, LLC | 789 | $39.0K | 0.00% | +80+11.3% | Added |
| Farmers & Merchants Investments Inc | 781 | $39.0K | 0.00% | +71+10.0% | Added |
| Bartlett & Co. LLC | 775 | $39.0K | 0.00% | +235+43.5% | Added |
| Bartlett & Co. Wealth Management LLC | 775 | $38.8K | 0.00% | +235+43.5% | Added |
| Focused Wealth Management, Inc | 762 | $38.0K | 0.01% | +5+0.7% | Added |
| Johnson Financial Group, Inc. | 749 | $37.0K | 0.00% | −620−45.3% | Reduced |
| Harbour Investments, Inc. | 745 | $37.0K | 0.00% | +745 | New |
| Fieldpoint Private Securities, LLC | 723 | $36.0K | 0.01% | −1,721−70.4% | Reduced |
| First Manhattan Co | 700 | $35.0K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 677 | $34.0K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 679 | $34.0K | 0.00% | +104+18.1% | Added |
| RWM Asset Management, LLC | 676 | $34.0K | 0.01% | +418+162.0% | Added |
| Bogart Wealth, LLC | 681 | $34.0K | 0.00% | +600+740.7% | Added |
| Ronald Blue Trust, Inc. | 664 | $34.0K | 0.00% | +664 | New |
| International Biotechnology Trust PLC | 1,576 | $31.5K | 0.62% | −29,924−95.0% | Reduced |
| Cambridge Trust Co | 608 | $30.0K | 0.00% | −752−55.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 574 | $29.0K | 0.00% | −45−7.3% | Reduced |
| Morton Brown Family Wealth, LLC | 582 | $29.0K | 0.02% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 585 | $29.0K | 0.00% | +59+11.2% | Added |
| Eagle Bay Advisors LLC | 564 | $28.2K | 0.02% | +564 | New |
| Pinnacle Bancorp, Inc. | 558 | $28.0K | 0.01% | −29−4.9% | Reduced |
| Disciplined Investments, LLC | 569 | $28.0K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 544 | $27.0K | 0.02% | 00.0% | Unchanged |
| Front Row Advisors LLC | 518 | $26.0K | 0.01% | +61+13.3% | Added |
| GHP Investment Advisors, Inc. | 500 | $25.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 494 | $25.0K | 0.01% | +123+33.2% | Added |
| Peoples Financial Services Corp. | 500 | $25.0K | 0.01% | +500 | New |
| Fairfield, Bush & Co. | 502 | $25.0K | 0.01% | +502 | New |
| Wolff Wiese Magana LLC | 455 | $23.0K | 0.02% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 475 | $23.0K | 0.00% | +375+375.0% | Added |
| Oakworth Capital, Inc. | 430 | $22.0K | 0.00% | −20−4.4% | Reduced |
| Accel Wealth Management | 426 | $22.0K | 0.01% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 420 | $21.0K | 0.00% | −329−43.9% | Reduced |
| FinTrust Capital Advisors, LLC | 419 | $21.0K | 0.01% | −61−12.7% | Reduced |
| Cubist Systematic Strategies, LLC | 411 | $21.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 414 | $21.0K | 0.01% | 00.0% | Unchanged |
| Howe & Rusling Inc | 397 | $20.0K | 0.00% | −56−12.4% | Reduced |
| Sterling Investment Advisors, Ltd. | 400 | $20.0K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 403 | $20.0K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 401 | $20.0K | 0.02% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 395 | $19.8K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 372 | $19.0K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 375 | $19.0K | 0.00% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 376 | $19.0K | 0.01% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 368 | $18.0K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 352 | $18.0K | 0.00% | +352 | New |
| Crewe Advisors LLC | 355 | $18.0K | 0.00% | +355 | New |
| Princeton Global Asset Management LLC | 335 | $17.0K | 0.01% | −101−23.2% | Reduced |
| Lee Financial Co | 341 | $17.0K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 327 | $16.0K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 310 | $16.0K | 0.00% | +234+307.9% | Added |
| Kelly Lawrence W & Associates Inc | 300 | $15.0K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 300 | $15.0K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 300 | $15.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 300 | $15.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 253 | $13.0K | 0.00% | −28−10.0% | Reduced |
| Heritage Wealth Advisors | 250 | $13.0K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 240 | $12.0K | 0.01% | −360−60.0% | Reduced |
| Sargent Bickham Lagudis LLC | 246 | $12.0K | 0.00% | +246 | New |
| Hanson & Doremus Investment Management | 229 | $11.0K | 0.00% | −125−35.3% | Reduced |
| Smithfield Trust Co | 202 | $11.0K | 0.00% | +202 | New |
| Truvestments Capital LLC | 219 | $11.0K | 0.01% | +219 | New |
| Castle Wealth Management LLC | 216 | $11.0K | 0.01% | +216 | New |
| MUFG Americas Holdings Corp | 200 | $10.0K | 0.00% | −197−49.6% | Reduced |
| Essex Investment Management Co LLC | 200 | $10.0K | 0.00% | 00.0% | Unchanged |
| James Investment Research Inc | 200 | $10.0K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 200 | $10.0K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 200 | $10.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 194 | $10.0K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 200 | $10.0K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 200 | $10.0K | 0.01% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 192 | $10.0K | 0.00% | +82+74.5% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 200 | $10.0K | 0.00% | +200 | New |
| Clear Street Markets LLC | 200 | $10.0K | 0.00% | +200 | New |
| Independence Bank of Kentucky | 200 | $10.0K | 0.00% | +200 | New |
| SRS Capital Advisors, Inc. | 174 | $9.00K | 0.00% | +87+100.0% | Added |
| Tfo-TDC, LLC | 189 | $9.00K | 0.00% | +189 | New |
| CoreCap Advisors, LLC | 188 | $9.00K | 0.00% | +188 | New |
| Vectors Research Management, LLC | 166 | $8.00K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 157 | $8.00K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 150 | $8.00K | 0.00% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 150 | $8.00K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 164 | $8.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 153 | $8.00K | 0.01% | −5−3.2% | Reduced |
| Total Clarity Wealth Management, Inc. | 154 | $8.00K | 0.00% | +154 | New |
| Better Money Decisions, LLC | 160 | $8.00K | 0.01% | +160 | New |
| Maryland Capital Advisors Inc. | 150 | $8.00K | 0.01% | +150 | New |
| Blue Bell Private Wealth Management, LLC | 144 | $7.00K | 0.00% | 00.0% | Unchanged |