| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2 | $0 | 0.00% | −1−33.3% | Reduced |
| Sound Income Strategies, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1 | $0 | 0.00% | +1 | New |
| Stonebridge Capital Advisors LLC | 1 | $0 | 0.00% | +1 | New |
| Cassady Schiller Wealth Management, LLC | 1 | $0 | 0.00% | +1 | New |
| Allworth Financial LP | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 4 | $1.00K | 0.00% | +1+33.3% | Added |
| JFS Wealth Advisors, LLC | 4 | $1.00K | 0.00% | +4 | New |
| Addison Advisors LLC | 2 | $1.00K | 0.00% | +2 | New |
| Schubert & Co | 2 | $1.00K | 0.00% | +2 | New |
| Amplius Wealth Advisors, LLC | 3 | $1.00K | 0.00% | +3 | New |
| Western Pacific Wealth Management, LP | 5 | $1.00K | 0.00% | +5 | New |
| Financial Perspectives, Inc | 5 | $1.80K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 6 | $2.00K | 0.00% | −2−25.0% | Reduced |
| JJJ Advisors Inc. | 6 | $2.00K | 0.00% | −3−33.3% | Reduced |
| Clearstead Advisors, LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 6 | $2.15K | 0.00% | −3−33.3% | Reduced |
| Zions Bancorporation, N.A. | 8 | $3.00K | 0.00% | −3−27.3% | Reduced |
| IFP Advisors, Inc | 7 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 8 | $3.00K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 7 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 9 | $3.00K | 0.00% | +2+28.6% | Added |
| Chilton Capital Management LLC | 7 | $3.00K | 0.00% | +7 | New |
| Arlington Partners LLC | 7 | $3.00K | 0.00% | +7 | New |
| Stephens Consulting, LLC | 10 | $3.59K | 0.00% | +10 | New |
| Tarbox Family Office, Inc. | 11 | $4.00K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 11 | $4.00K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 10 | $4.00K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 10 | $4.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 10 | $4.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 10 | $4.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 10 | $4.00K | 0.00% | +10 | New |
| Benjamin Edwards Inc | 13 | $5.00K | 0.00% | +5+62.5% | Added |
| MV Capital Management, Inc. | 15 | $5.00K | 0.00% | +5+50.0% | Added |
| Umb Bank N A | 13 | $5.00K | 0.00% | +13 | New |
| Lindbrook Capital, LLC | 17 | $6.00K | 0.00% | −2−10.5% | Reduced |
| Reilly Financial Advisors, LLC | 18 | $6.00K | 0.00% | +18 | New |
| EverSource Wealth Advisors, LLC | 17 | $6.00K | 0.00% | +17 | New |
| Earnest Partners LLC | 23 | $8.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 22 | $8.00K | 0.00% | +1+4.8% | Added |
| Farmers & Merchants Investments Inc | 24 | $9.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 26 | $9.00K | 0.00% | 00.0% | Unchanged |
| Motley Fool Asset Management LLC | 24 | $9.00K | 0.00% | +24 | New |
| Covestor Ltd | 24 | $9.00K | 0.01% | +24 | New |
| Valley National Advisers Inc | 28 | $10.0K | 0.00% | −5−15.2% | Reduced |
| TCI Wealth Advisors, Inc. | 27 | $10.0K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 30 | $11.0K | 0.00% | −100−76.9% | Reduced |
| CVA Family Office, LLC | 30 | $11.0K | 0.00% | +30 | New |
| Smithfield Trust Co | 38 | $13.0K | 0.00% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 40 | $14.0K | 0.00% | +15+60.0% | Added |
| Cambridge Trust Co | 40 | $14.0K | 0.00% | +40 | New |
| Stephenson National Bank & Trust | 45 | $16.0K | 0.01% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 45 | $16.0K | 0.00% | +45 | New |
| Spire Wealth Management | 45 | $16.0K | 0.00% | +45 | New |
| Proequities, Inc. | 46 | $17.0K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 54 | $19.0K | 0.01% | −187−77.6% | Reduced |
| Parkside Financial Bank & Trust | 57 | $20.0K | 0.00% | +8+16.3% | Added |
| Ellevest, Inc. | 59 | $21.0K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 67 | $24.0K | 0.01% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 66 | $24.0K | 0.00% | 00.0% | Unchanged |
| KRS Capital Management, LLC | 75 | $26.0K | 0.02% | +75 | New |
| Brewin Dolphin Wealth Management Ltd | 75 | $27.0K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 80 | $28.7K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 81 | $29.0K | 0.01% | −16−16.5% | Reduced |
| CWM, LLC | 80 | $29.0K | 0.00% | +80 | New |
| City Holding Co | 100 | $31.0K | 0.01% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 93 | $33.0K | 0.00% | −245−72.5% | Reduced |
| Sageworth Trust Co of South Dakota | 95 | $34.0K | 0.05% | +95 | New |
| Hall Laurie J Trustee | 100 | $36.0K | 0.01% | +100 | New |
| Optimum Investment Advisors | 115 | $41.0K | 0.02% | 00.0% | Unchanged |
| Harding Loevner LP | 118 | $42.0K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 117 | $42.0K | 0.01% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 129 | $46.0K | 0.01% | 00.0% | Unchanged |
| Carroll Investors, Inc | 133 | $46.0K | 0.03% | +133 | New |
| Signaturefd, LLC | 146 | $52.0K | 0.00% | −49−25.1% | Reduced |
| Parallel Advisors, LLC | 149 | $54.0K | 0.00% | +32+27.4% | Added |
| Cornerstone Advisory, LLC | 150 | $54.0K | 0.01% | +150 | New |
| Harbour Investments, Inc. | 158 | $57.0K | 0.00% | −4−2.5% | Reduced |
| Toth Financial Advisory Corp | 180 | $65.0K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 183 | $66.0K | 0.00% | −297−61.9% | Reduced |
| Quadrant Capital Group LLC | 188 | $68.0K | 0.01% | +32+20.5% | Added |
| Glen Eagle Advisors, LLC | 200 | $71.8K | 0.02% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 200 | $72.0K | 0.00% | 00.0% | Unchanged |
| First National Bank of South Miami | 200 | $72.0K | 0.04% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 230 | $83.0K | 0.05% | −230−50.0% | Reduced |
| HM Payson & Co | 256 | $92.0K | 0.00% | −31−10.8% | Reduced |
| Dividend Assets Capital, LLC | 255 | $92.0K | 0.02% | +105+70.0% | Added |
| First Horizon Advisors, Inc. | 266 | $95.0K | 0.00% | −4−1.5% | Reduced |
| AdvisorNet Financial, Inc | 286 | $103.0K | 0.01% | +286 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 298 | $107.0K | 0.00% | −5,049−94.4% | Reduced |
| DuPont Capital Management Corp | 315 | $113.0K | 0.00% | −169−34.9% | Reduced |
| FourThought Financial, LLC | 332 | $119.0K | 0.01% | −60−15.3% | Reduced |
| Robeco Institutional Asset Management B.V. | 384 | $137.0K | 0.00% | +9+2.4% | Added |