| Arcadia Investment Management Corp | 1 | $0 | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $427 | 0.00% | – | New |
| Bartlett & Co. Wealth Management LLC | 2 | $854 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 2 | $1.00K | 0.00% | +2 | New |
| Carolinas Wealth Consulting LLC | 2 | $1.00K | 0.00% | +2 | New |
| SOA Wealth Advisors, LLC. | 4 | $1.00K | 0.00% | +4 | New |
| PEAK6 Investments LLC | 4 | $2.00K | 0.00% | −3,107−99.9% | Reduced |
| Lee Financial Co | 4 | $2.00K | 0.00% | −6−60.0% | Reduced |
| Creative Financial Designs Inc | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 5 | $2.00K | 0.00% | +5 | New |
| San Francisco Sentry Investment Group (Ca) | 4 | $2.00K | 0.00% | +4 | New |
| Red Door Wealth Management, LLC | 6 | $2.00K | 0.00% | +6 | New |
| Pittenger & Anderson Inc | 7 | $3.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 8 | $3.00K | 0.00% | +1+14.3% | Added |
| JFS Wealth Advisors, LLC | 6 | $3.00K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 10 | $4.00K | 0.00% | −45−81.8% | Reduced |
| Prestige Wealth Management Group LLC | 10 | $4.00K | 0.00% | −4−28.6% | Reduced |
| Plante Moran Financial Advisors, LLC | 10 | $4.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 14 | $5.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 11 | $5.00K | 0.00% | +11 | New |
| Parisi Gray Wealth Management | 12 | $5.00K | 0.00% | +12 | New |
| Raffa Wealth Management, LLC | 16 | $6.83K | 0.00% | −15−48.4% | Reduced |
| Corbenic Partners LLC | 17 | $7.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 18 | $8.00K | 0.00% | −21−53.8% | Reduced |
| MV Capital Management, Inc. | 18 | $8.00K | 0.00% | +15+500.0% | Added |
| Concord Wealth Partners | 18 | $8.00K | 0.00% | +18 | New |
| Kistler-Tiffany Companies, LLC | 21 | $9.00K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 22 | $9.00K | 0.00% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 21 | $9.00K | 0.01% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 20 | $9.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 20 | $9.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 24 | $10.0K | 0.00% | +1+4.3% | Added |
| Fieldpoint Private Securities, LLC | 20 | $10.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 23 | $10.0K | 0.00% | +23 | New |
| Ellevest, Inc. | 26 | $11.0K | 0.00% | −79−75.2% | Reduced |
| Loomis Sayles & Co L P | 25 | $11.0K | 0.00% | +25 | New |
| Institutional & Family Asset Management, LLC | 26 | $11.0K | 0.00% | +26 | New |
| Focused Wealth Management, Inc | 30 | $13.0K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 30 | $13.0K | 0.00% | +30 | New |
| Earnest Partners LLC | 33 | $14.0K | 0.00% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 36 | $15.0K | 0.00% | −11−23.4% | Reduced |
| Private Capital Group, LLC | 36 | $15.0K | 0.00% | +11+44.0% | Added |
| Private Ocean, LLC | 35 | $15.0K | 0.00% | +35 | New |
| Emfo, LLC | 35 | $15.0K | 0.01% | +35 | New |
| Erste Asset Management GmbH | 36 | $15.4K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 40 | $17.0K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 43 | $18.0K | 0.00% | +10+30.3% | Added |
| Kings Point Capital Management | 45 | $19.0K | 0.00% | +4+9.8% | Added |
| Logan Capital Management Inc | 44 | $19.0K | 0.00% | +44 | New |
| Valley National Advisers Inc | 47 | $20.0K | 0.00% | +3+6.8% | Added |
| FinTrust Capital Advisors, LLC | 50 | $21.0K | 0.01% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 50 | $21.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 51 | $22.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 50 | $22.0K | 0.02% | +50 | New |
| Sterling Investment Advisors, Ltd. | 53 | $23.0K | 0.01% | +3+6.0% | Added |
| Liberty Wealth Management LLC | 55 | $23.0K | 0.01% | +46+511.1% | Added |
| West Paces Advisors Inc. | 58 | $24.8K | 0.01% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 59 | $25.0K | 0.00% | +2+3.5% | Added |
| Trust Co of Vermont | 64 | $27.0K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 64 | $27.0K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 65 | $27.0K | 0.00% | +24+58.5% | Added |
| Parkside Financial Bank & Trust | 65 | $28.0K | 0.01% | +38+140.7% | Added |
| CX Institutional | 69 | $29.0K | 0.00% | +42+155.6% | Added |
| Optimum Investment Advisors | 70 | $30.0K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 70 | $30.0K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 73 | $31.0K | 0.00% | +73 | New |
| Glassman Wealth Services | 78 | $33.0K | 0.01% | −4−4.9% | Reduced |
| TD Private Client Wealth LLC | 80 | $34.2K | 0.00% | +45+128.6% | Added |
| Jacobi Capital Management LLC | 87 | $37.0K | 0.00% | +21+31.8% | Added |
| CWM, LLC | 90 | $38.0K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 100 | $42.0K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 100 | $43.0K | 0.02% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 101 | $43.0K | 0.00% | +101 | New |
| Financial Perspectives, Inc | 102 | $43.6K | 0.02% | −36,556−99.7% | Reduced |
| Solstein Capital, LLC | 103 | $44.0K | 0.05% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 108 | $46.0K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 109 | $47.0K | 0.01% | +26+31.3% | Added |
| Glen Eagle Advisors, LLC | 115 | $49.1K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 116 | $50.0K | 0.01% | −11−8.7% | Reduced |
| TCI Wealth Advisors, Inc. | 125 | $53.0K | 0.01% | −13−9.4% | Reduced |
| Pinnacle Bancorp, Inc. | 133 | $57.0K | 0.03% | 00.0% | Unchanged |
| TSFG, LLC | 138 | $59.0K | 0.02% | +138 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 143 | $61.0K | 0.00% | −131−47.8% | Reduced |
| Massmutual Trust Co FSB | 144 | $61.0K | 0.00% | −74−33.9% | Reduced |
| Toth Financial Advisory Corp | 160 | $68.0K | 0.01% | 00.0% | Unchanged |
| FourThought Financial, LLC | 163 | $69.0K | 0.01% | +163 | New |
| Assetmark, Inc | 177 | $76.0K | 0.00% | −301−63.0% | Reduced |
| Laurel Wealth Advisors LLC | 182 | $78.0K | 0.02% | −32−15.0% | Reduced |
| American Research & Management Co. | 190 | $81.0K | 0.02% | 00.0% | Unchanged |
| Capital Analysts, LLC | 204 | $87.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 204 | $87.0K | 0.02% | +149+270.9% | Added |
| First Horizon Advisors, Inc. | 207 | $88.0K | 0.00% | +46+28.6% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 211 | $90.0K | 0.00% | −2,728−92.8% | Reduced |
| Barrett Asset Management, LLC | 210 | $90.0K | 0.00% | 00.0% | Unchanged |