| First Manhattan Co | 31 | $0 | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 25 | $0 | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 16 | $0 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 25 | $0 | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 30 | $0 | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 20 | $0 | 0.00% | −18−47.4% | Reduced |
| Guardian Wealth Management, Inc. | 27 | $0 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Lansing Street Advisors | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 21 | $0 | 0.00% | +21 | New |
| Private Ocean, LLC | 13 | $0 | 0.00% | +13 | New |
| Kelly Financial Services LLC | 4 | $61 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 13 | $197 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 16 | $253 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 54 | $1.00K | 0.00% | −51−48.6% | Reduced |
| ClariVest Asset Management LLC | 72 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 91 | $1.00K | 0.00% | −12−11.7% | Reduced |
| Plante Moran Financial Advisors, LLC | 40 | $1.00K | 0.00% | −16−28.6% | Reduced |
| Institutional & Family Asset Management, LLC | 60 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 60 | $1.00K | 0.00% | +2+3.4% | Added |
| Professional Financial Advisors, LLC | 80 | $1.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 80 | $1.00K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 59 | $1.00K | 0.00% | +28+90.3% | Added |
| Toronto Dominion Bank | 94 | $1.00K | 0.00% | +94 | New |
| Sutton Wealth Advisors Inc. | 88 | $1.33K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 155 | $2.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 118 | $2.00K | 0.00% | −26−18.1% | Reduced |
| SRS Capital Advisors, Inc. | 155 | $2.00K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 133 | $2.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 130 | $2.00K | 0.00% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 103 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 106 | $2.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 100 | $2.00K | 0.00% | +100 | New |
| Private Trust Co NA | 150 | $2.00K | 0.00% | +150 | New |
| MBM Wealth Consultants, LLC | 150 | $2.00K | 0.00% | +150 | New |
| Journey Advisory Group, LLC | 150 | $2.00K | 0.00% | +150 | New |
| Highline Wealth Partners LLC | 161 | $2.44K | 0.00% | +161 | New |
| Atlas Capital Advisors LLC | 169 | $2.56K | 0.00% | +169 | New |
| Howe & Rusling Inc | 224 | $3.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 225 | $3.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 225 | $3.00K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 215 | $3.00K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 204 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 168 | $3.00K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 171 | $3.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 175 | $3.00K | 0.00% | +48+37.8% | Added |
| MUFG Americas Holdings Corp | 200 | $3.00K | 0.00% | +200 | New |
| Assetmark, Inc | 175 | $3.00K | 0.00% | +175 | New |
| TD Capital Management LLC | 200 | $3.00K | 0.00% | +200 | New |
| Mizuho Securities Co. Ltd. | 223 | $3.00K | 0.00% | +223 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 275 | $4.00K | 0.00% | −740−72.9% | Reduced |
| Meeder Asset Management Inc | 258 | $4.00K | 0.00% | −21−7.5% | Reduced |
| Earnest Partners LLC | 246 | $4.00K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 288 | $4.00K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 288 | $4.00K | 0.00% | +45+18.5% | Added |
| Maryland Capital Advisors Inc. | 243 | $4.00K | 0.00% | +243 | New |
| Ronald Blue Trust, Inc. | 427 | $5.00K | 0.00% | +28+7.0% | Added |
| North Star Investment Management Corp. | 321 | $5.00K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 300 | $5.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 300 | $5.00K | 0.00% | −33−9.9% | Reduced |
| Bellwether Advisors, LLC | 373 | $5.00K | 0.00% | 00.0% | Unchanged |
| Eisler Capital (UK) Ltd. | 300 | $5.00K | 0.00% | +300 | New |
| Hallmark Capital Management Inc | 400 | $6.00K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 400 | $6.00K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 388 | $6.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 426 | $6.00K | 0.00% | +15+3.6% | Added |
| CVA Family Office, LLC | 400 | $6.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 427 | $6.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 375 | $6.00K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 400 | $6.00K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 400 | $6.00K | 0.00% | +400 | New |
| Householder Group Estate & Retirement Specialist, LLC | 458 | $6.00K | 0.00% | +458 | New |
| Beaird Harris Wealth Management, LLC | 400 | $6.00K | 0.00% | +400 | New |
| WR Wealth Planners, LLC | 458 | $6.93K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 455 | $7.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 461 | $7.00K | 0.01% | −2−0.4% | Reduced |
| Pin Oak Investment Advisors Inc | 500 | $8.00K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 515 | $8.00K | 0.00% | +215+71.7% | Added |
| Axiom Investment Management LLC | 500 | $8.00K | 0.02% | +500 | New |