| Lazard Asset Management LLC | 2 | $0 | 0.00% | −27,425−100.0% | Reduced |
| USA Financial Portformulas Corp | 1 | $0 | 0.00% | −2,672−100.0% | Reduced |
| Baystate Wealth Management LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1 | $0 | 0.00% | +1 | New |
| MV Capital Management, Inc. | 3 | $1.00K | 0.00% | −4−57.1% | Reduced |
| Newbridge Financial Services Group, Inc. | 3 | $1.00K | 0.00% | −5−62.5% | Reduced |
| First Bank & Trust | 2 | $1.00K | 0.00% | +2 | New |
| Morton Brown Family Wealth, LLC | 2 | $1.00K | 0.00% | +2 | New |
| Raffa Wealth Management, LLC | 3 | $1.13K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 5 | $1.88K | 0.00% | +5 | New |
| Ci Investments Inc. | 6 | $2.00K | 0.00% | −1,385−99.6% | Reduced |
| Central Trust Co | 6 | $2.00K | 0.00% | −331−98.2% | Reduced |
| Larson Financial Group LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 6 | $2.00K | 0.00% | +6 | New |
| Pacifica Partners Inc. | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 7 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 9 | $3.00K | 0.00% | +9 | New |
| Schubert & Co | 9 | $3.00K | 0.00% | +9 | New |
| HighMark Wealth Management LLC | 11 | $4.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 14 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 12 | $5.00K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 14 | $5.28K | 0.00% | +14 | New |
| Plante Moran Financial Advisors, LLC | 16 | $6.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 16 | $6.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 15 | $6.00K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 17 | $6.00K | 0.00% | +17 | New |
| Surevest, LLC | 15 | $6.00K | 0.00% | +15 | New |
| Howe & Rusling Inc | 19 | $7.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 19 | $7.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 18 | $7.00K | 0.00% | +14+350.0% | Added |
| Lenox Wealth Advisors, LLC | 21 | $8.00K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 20 | $8.00K | 0.00% | +3+17.6% | Added |
| Glassman Wealth Services | 21 | $8.00K | 0.00% | +5+31.3% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 22 | $8.00K | 0.00% | +22 | New |
| Ahrens Investment Partners LLC | 21 | $8.00K | 0.00% | +21 | New |
| Pinnacle Bancorp, Inc. | 23 | $9.00K | 0.00% | −80−77.7% | Reduced |
| Jones Financial Companies LLLP | 25 | $9.00K | 0.00% | −50−66.7% | Reduced |
| Ranger Investment Management, L.P. | 25 | $9.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 25 | $9.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 25 | $9.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 24 | $9.00K | 0.00% | +24 | New |
| Agf Investments Inc. | 27 | $10.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 30 | $11.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 28 | $11.0K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 37 | $13.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 36 | $14.0K | 0.00% | −119−76.8% | Reduced |
| Vigilant Capital Management, LLC | 36 | $14.0K | 0.00% | −10−21.7% | Reduced |
| Stuart Chaussee & Associates, Inc. | 39 | $15.0K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 43 | $16.0K | 0.00% | −3−6.5% | Reduced |
| Cornerstone Advisory, LLC | 45 | $17.0K | 0.00% | +45 | New |
| Reilly Financial Advisors, LLC | 47 | $18.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 55 | $21.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 59 | $22.0K | 0.00% | +55+1,375.0% | Added |
| AdvisorNet Financial, Inc | 63 | $24.0K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 63 | $24.0K | 0.01% | +6+10.5% | Added |
| Brewin Dolphin Wealth Management Ltd | 65 | $24.0K | 0.00% | +65 | New |
| Cambridge Trust Co | 66 | $25.0K | 0.00% | +66 | New |
| Fuller & Thaler Asset Management, Inc. | 72 | $27.0K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 71 | $27.0K | 0.02% | +71 | New |
| McDonald Partners LLC | 74 | $27.9K | 0.03% | +74 | New |
| Absolute Capital Management, LLC | 74 | $27.9K | 0.03% | +74 | New |
| Clearstead Advisors, LLC | 77 | $29.0K | 0.00% | 00.0% | Unchanged |
| RGT Wealth Advisors, LLC | 78 | $29.0K | 0.00% | +78 | New |
| MUFG Americas Holdings Corp | 80 | $30.0K | 0.00% | +80 | New |
| Assetmark, Inc | 82 | $31.0K | 0.00% | +15+22.4% | Added |
| Lindbrook Capital, LLC | 85 | $32.0K | 0.00% | −8−8.6% | Reduced |
| Farmers & Merchants Investments Inc | 85 | $32.0K | 0.00% | −3−3.4% | Reduced |
| Covestor Ltd | 87 | $33.0K | 0.05% | +87 | New |
| Centerpoint Advisors, LLC | 90 | $34.0K | 0.01% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 90 | $34.0K | 0.01% | +90 | New |
| Private Capital Group, LLC | 93 | $35.0K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 94 | $35.0K | 0.00% | +4+4.4% | Added |
| Harbor Investment Advisory, LLC | 100 | $38.0K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 100 | $38.0K | 0.07% | +100 | New |
| Institutional & Family Asset Management, LLC | 106 | $40.0K | 0.01% | +106 | New |
| CVA Family Office, LLC | 108 | $41.0K | 0.01% | +53+96.4% | Added |
| CoreCap Advisors, LLC | 111 | $42.0K | 0.00% | +111 | New |
| Benjamin Edwards Inc | 117 | $44.0K | 0.01% | +6+5.4% | Added |
| Quent Capital, LLC | 116 | $44.0K | 0.01% | +116 | New |
| Huntington National Bank | 123 | $46.0K | 0.00% | −1−0.8% | Reduced |
| Baldwin Brothers Inc | 133 | $50.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 133 | $50.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 134 | $50.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 135 | $51.0K | 0.00% | +135 | New |
| Confluence Wealth Services, Inc. | 139 | $52.0K | 0.02% | +139 | New |
| Salem Investment Counselors Inc | 145 | $55.0K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 154 | $58.0K | 0.01% | +98+175.0% | Added |
| Gemmer Asset Management LLC | 156 | $59.0K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 186 | $70.0K | 0.03% | −23−11.0% | Reduced |
| Carroll Financial Associates, Inc. | 192 | $72.0K | 0.00% | +13+7.3% | Added |
| First Horizon Advisors, Inc. | 193 | $72.0K | 0.00% | +38+24.5% | Added |
| Concord Wealth Partners | 192 | $72.0K | 0.02% | +184+2,300.0% | Added |
| JFS Wealth Advisors, LLC | 196 | $74.0K | 0.01% | +196 | New |
| Financial Management Professionals, Inc. | 201 | $76.0K | 0.02% | −3−1.5% | Reduced |
| FourThought Financial, LLC | 213 | $80.0K | 0.01% | −43−16.8% | Reduced |
| Brewin Dolphin Ltd | 220 | $83.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 224 | $84.0K | 0.05% | +121+117.5% | Added |
| Fred Alger Management, LLC | 226 | $85.0K | 0.00% | +50+28.4% | Added |
| CWM, LLC | 230 | $87.0K | 0.00% | +230 | New |
| Smithfield Trust Co | 235 | $89.0K | 0.01% | 00.0% | Unchanged |