| BerganKDV Wealth Management, LLC | 5 | $0 | 0.00% | −6−54.5% | Reduced |
| Charter Oak Capital Management, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 6 | $0 | 0.00% | +6 | New |
| TD Private Client Wealth LLC | 7 | $668 | 0.00% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 10 | $1.00K | 0.00% | −11−52.4% | Reduced |
| Reilly Financial Advisors, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 19 | $1.81K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 19 | $2.00K | 0.00% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 24 | $2.00K | 0.00% | +24 | New |
| Key Financial Inc | 18 | $2.00K | 0.00% | +18 | New |
| Montag A & Associates Inc | 35 | $3.00K | 0.00% | −20−36.4% | Reduced |
| Total Clarity Wealth Management, Inc. | 34 | $3.00K | 0.00% | +34 | New |
| O'Shaughnessy Asset Management, LLC | 47 | $4.00K | 0.00% | −28−37.3% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 45 | $4.00K | 0.00% | 00.0% | Unchanged |
| Motco | 45 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 38 | $4.00K | 0.00% | −12−24.0% | Reduced |
| Central Trust Co | 39 | $4.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 41 | $4.00K | 0.00% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 40 | $4.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 44 | $4.00K | 0.00% | +8+22.2% | Added |
| Activest Wealth Management | 57 | $5.00K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 50 | $5.00K | 0.00% | +50 | New |
| Bell Investment Advisors, Inc | 52 | $5.00K | 0.00% | +52 | New |
| Earnest Partners LLC | 64 | $6.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 65 | $6.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 60 | $6.00K | 0.00% | +4+7.1% | Added |
| Global Retirement Partners, LLC | 63 | $6.00K | 0.00% | +25+65.8% | Added |
| Knuff & Co LLC | 75 | $7.00K | 0.00% | +58+341.2% | Added |
| O'Dell Group, LLC | 70 | $7.00K | 0.00% | +70 | New |
| Zions Bancorporation, N.A. | 83 | $8.00K | 0.00% | −17−17.0% | Reduced |
| Parkside Financial Bank & Trust | 93 | $9.00K | 0.00% | −159−63.1% | Reduced |
| Plante Moran Financial Advisors, LLC | 90 | $9.00K | 0.00% | 00.0% | Unchanged |
| Bray Capital Advisors | 90 | $9.00K | 0.00% | +90 | New |
| Pinnacle Bancorp, Inc. | 97 | $9.00K | 0.00% | +97 | New |
| Caldwell Trust Co | 100 | $9.54K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 109 | $10.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 109 | $10.0K | 0.00% | +4+3.8% | Added |
| Investors Research Corp | 104 | $10.0K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 100 | $10.0K | 0.01% | 00.0% | Unchanged |
| First National Bank of South Miami | 100 | $10.0K | 0.01% | 00.0% | Unchanged |
| IronBridge Private Wealth, LLC | 100 | $10.0K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 102 | $10.0K | 0.00% | +19+22.9% | Added |
| First Manhattan Co | 122 | $11.0K | 0.00% | +32+35.6% | Added |
| Winch Advisory Services, LLC | 128 | $12.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 140 | $13.0K | 0.00% | +106+311.8% | Added |
| Huntington National Bank | 142 | $14.0K | 0.00% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 160 | $15.0K | 0.01% | +85+113.3% | Added |
| Jacobi Capital Management LLC | 165 | $16.0K | 0.00% | −55−25.0% | Reduced |
| State of Wyoming | 164 | $16.0K | 0.01% | −16−8.9% | Reduced |
| Ellis Investment Partners, LLC | 183 | $17.0K | 0.00% | +10+5.8% | Added |
| Arkadios Wealth Advisors | 190 | $18.0K | 0.00% | −1,311−87.3% | Reduced |
| Wolff Wiese Magana LLC | 192 | $18.0K | 0.01% | −108−36.0% | Reduced |
| Private Capital Group, LLC | 189 | $18.0K | 0.00% | −11−5.5% | Reduced |
| Heritage Wealth Management, LLC | 190 | $18.0K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 200 | $19.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 200 | $19.0K | 0.00% | +200 | New |
| Blume Capital Management, Inc. | 210 | $20.0K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 212 | $20.0K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 225 | $21.0K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 225 | $21.0K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 220 | $21.0K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 235 | $22.0K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 233 | $22.0K | 0.01% | +197+547.2% | Added |
| McCarthy Grittinger Financial Group, LLC | 231 | $22.0K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 255 | $24.0K | 0.01% | −117−31.5% | Reduced |
| Creative Financial Designs Inc | 261 | $25.0K | 0.00% | −100−27.7% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 266 | $25.0K | 0.01% | +250+1,562.5% | Added |
| Bessemer Group Inc | 281 | $27.0K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 296 | $28.0K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 317 | $30.0K | 0.01% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 332 | $31.0K | 0.03% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 325 | $31.0K | 0.02% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 359 | $33.0K | 0.01% | +245+214.9% | Added |
| Cahill Financial Advisors Inc | 345 | $33.0K | 0.01% | +345 | New |
| Cedar Mountain Advisors, LLC | 400 | $38.0K | 0.01% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 400 | $38.0K | 0.02% | 00.0% | Unchanged |
| Pacitti Group Inc. | 425 | $41.0K | 0.03% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 474 | $45.0K | 0.01% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 490 | $46.8K | 0.00% | +490 | New |
| Patriot Financial Group Insurance Agency, LLC | 500 | $48.0K | 0.01% | −18−3.5% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 500 | $48.0K | 0.01% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 500 | $48.0K | 0.00% | +13+2.7% | Added |
| Institutional & Family Asset Management, LLC | 500 | $48.0K | 0.01% | +500 | New |
| Albion Financial Group | 517 | $49.0K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 514 | $49.0K | 0.03% | +47+10.1% | Added |
| Capital Advisory Group Advisory Services, LLC | 525 | $50.0K | 0.02% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 525 | $50.0K | 0.00% | +200+61.5% | Added |
| Skylands Capital, LLC | 550 | $52.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 541 | $52.0K | 0.00% | +19+3.6% | Added |
| Antonetti Capital Management LLC | 558 | $53.0K | 0.04% | +558 | New |
| Trustcore Financial Services, LLC | 580 | $55.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 572 | $55.0K | 0.00% | 00.0% | Unchanged |