| Bank Julius Baer & Co. Ltd, Zurich | 1,282 | $60.0K | 0.00% | +275+27.3% | Added |
| Highlander Capital Management, LLC | 1,250 | $59.0K | 0.03% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,227 | $58.0K | 0.01% | −421−25.5% | Reduced |
| Ellis Investment Partners, LLC | 1,250 | $58.0K | 0.01% | −188−13.1% | Reduced |
| Institutional & Family Asset Management, LLC | 1,227 | $58.0K | 0.01% | +1,116+1,005.4% | Added |
| Winch Advisory Services, LLC | 1,199 | $56.0K | 0.02% | +12+1.0% | Added |
| South State Corp. | 1,186 | $56.0K | 0.00% | +1,186 | New |
| Fieldpoint Private Securities, LLC | 1,160 | $55.0K | 0.01% | −51−4.2% | Reduced |
| JNBA Financial Advisors | 1,142 | $54.0K | 0.01% | −400−25.9% | Reduced |
| CVA Family Office, LLC | 1,480 | $53.0K | 0.04% | +55+3.9% | Added |
| PSI Advisors, LLC | 1,119 | $53.0K | 0.02% | +1,119 | New |
| Old North State Trust, LLC | 1,063 | $50.0K | 0.04% | −630−37.2% | Reduced |
| Sugarloaf Wealth Management, LLC | 1,040 | $49.0K | 0.01% | +4+0.4% | Added |
| Newbridge Financial Services Group, Inc. | 1,021 | $48.0K | 0.03% | +258+33.8% | Added |
| Plante Moran Financial Advisors, LLC | 986 | $46.0K | 0.01% | +53+5.7% | Added |
| Centerpoint Advisors, LLC | 986 | $46.0K | 0.02% | +275+38.7% | Added |
| Gerber Kawasaki Wealth & Investment Management | 994 | $46.0K | 0.01% | +994 | New |
| Front Row Advisors LLC | 951 | $45.0K | 0.02% | +9+1.0% | Added |
| Carmichael Hill & Associates, Inc. | 925 | $44.0K | 0.02% | +125+15.6% | Added |
| Bell Investment Advisors, Inc | 908 | $43.0K | 0.01% | +908 | New |
| Dark Forest Capital Management LP | 898 | $42.0K | 0.01% | −684−43.2% | Reduced |
| Prentice Wealth Management LLC | 888 | $42.0K | 0.02% | −90−9.2% | Reduced |
| Larson Financial Group LLC | 862 | $41.0K | 0.01% | −64−6.9% | Reduced |
| Capital Analysts, LLC | 851 | $40.0K | 0.00% | +335+64.9% | Added |
| Charter Oak Capital Management, LLC | 813 | $38.0K | 0.00% | +2+0.2% | Added |
| Clear Investment Research, LLC | 800 | $38.0K | 0.06% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 808 | $38.0K | 0.03% | +2+0.2% | Added |
| Hanson & Doremus Investment Management | 800 | $38.0K | 0.01% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 734 | $35.0K | 0.00% | −2−0.3% | Reduced |
| Glassman Wealth Services | 706 | $33.0K | 0.01% | −10−1.4% | Reduced |
| Blume Capital Management, Inc. | 700 | $33.0K | 0.01% | 00.0% | Unchanged |
| Motco | 682 | $32.0K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 662 | $31.0K | 0.03% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 656 | $31.0K | 0.01% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 660 | $31.0K | 0.03% | +660 | New |
| Better Money Decisions, LLC | 644 | $30.0K | 0.02% | −146−18.5% | Reduced |
| Oakworth Capital, Inc. | 637 | $30.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 634 | $30.0K | 0.00% | −10−1.6% | Reduced |
| Vectors Research Management, LLC | 614 | $29.0K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 615 | $29.0K | 0.02% | +334+118.9% | Added |
| Pin Oak Investment Advisors Inc | 583 | $27.0K | 0.03% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 560 | $26.0K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 535 | $25.0K | 0.01% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 501 | $24.0K | 0.00% | −4,166−89.3% | Reduced |
| Catalyst Capital Advisors LLC | 519 | $24.0K | 0.00% | −11−2.1% | Reduced |
| Valley National Advisers Inc | 511 | $24.0K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 500 | $24.0K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 500 | $24.0K | 0.01% | 00.0% | Unchanged |
| Syverson Strege & Co | 519 | $24.0K | 0.02% | +160+44.6% | Added |
| SOA Wealth Advisors, LLC. | 503 | $23.0K | 0.01% | +57+12.8% | Added |
| Stephenson National Bank & Trust | 485 | $23.0K | 0.01% | +385+385.0% | Added |
| Community Bank, N.A. | 475 | $22.0K | 0.00% | −1,150−70.8% | Reduced |
| Zions Bancorporation, N.A. | 478 | $22.0K | 0.00% | −74−13.4% | Reduced |
| Webster Bank, N. A. | 458 | $22.0K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 459 | $22.0K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 485 | $22.0K | 0.01% | +476+5,288.9% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 450 | $21.2K | 0.03% | 00.0% | Unchanged |
| TD Capital Management LLC | 434 | $20.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 430 | $20.0K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 415 | $20.0K | 0.01% | −26−5.9% | Reduced |
| Barrett Asset Management, LLC | 425 | $20.0K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 427 | $20.0K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 416 | $20.0K | 0.00% | +218+110.1% | Added |
| Annapolis Financial Services, LLC | 413 | $19.0K | 0.01% | −100−19.5% | Reduced |
| Tradewinds Capital Management, LLC | 414 | $19.0K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 392 | $18.0K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 391 | $18.0K | 0.00% | +2+0.5% | Added |
| Lindbrook Capital, LLC | 370 | $17.0K | 0.00% | −16−4.1% | Reduced |
| Earnest Partners LLC | 370 | $17.0K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 367 | $17.0K | 0.00% | +82+28.8% | Added |
| Piscataqua Savings Bank | 350 | $16.0K | 0.01% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 348 | $16.0K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 297 | $14.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 306 | $14.0K | 0.00% | +3+1.0% | Added |
| Financial Avengers, Inc. | 298 | $14.0K | 0.01% | +3+1.0% | Added |
| Tarbox Family Office, Inc. | 287 | $14.0K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 300 | $14.0K | 0.01% | +100+50.0% | Added |
| Tompkins Financial Corp | 300 | $14.0K | 0.00% | +300 | New |
| West Paces Advisors Inc. | 292 | $13.7K | 0.00% | 00.0% | Unchanged |
| Holloway Wealth Management, LLC | – | $13.0K | 0.00% | – | – |
| Patriot Financial Group Insurance Agency, LLC | 277 | $13.0K | 0.00% | +25+9.9% | Added |
| D'Orazio & Associates, Inc. | 270 | $13.0K | 0.00% | +270 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 264 | $12.0K | 0.01% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 250 | $12.0K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 236 | $11.0K | 0.00% | +2+0.9% | Added |
| Graves-Light Private Wealth Management, Inc. | 209 | $10.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 222 | $10.0K | 0.00% | +96+76.2% | Added |
| Meridian Wealth Partners, LLC | 212 | $10.0K | 0.00% | +212 | New |
| Global Financial Private Client, LLC | 210 | $9.83K | 0.01% | 00.0% | Unchanged |
| M&R Capital Management Inc | 200 | $9.00K | 0.00% | −1,400−87.5% | Reduced |
| Atlas Private Wealth Advisors | 200 | $9.00K | 0.00% | −53−20.9% | Reduced |
| Marquette Asset Management, LLC | 200 | $9.00K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 184 | $9.00K | 0.01% | 00.0% | Unchanged |
| Howe & Rusling Inc | 163 | $8.00K | 0.00% | 00.0% | Unchanged |
| Rock Creek Group, LP | 164 | $8.00K | 0.00% | −8−4.7% | Reduced |
| Resolute Partners Group | 168 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 160 | $8.00K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 150 | $7.06K | 0.00% | 00.0% | Unchanged |
| MD Financial Management Inc. | 158 | $7.00K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 143 | $7.00K | 0.00% | 00.0% | Unchanged |
