| TFC Financial Management | 4 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 7 | $0 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $119 | 0.00% | – | – |
| Atlas Capital Advisors LLC | 5 | $595 | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 6 | $1.00K | 0.00% | −532−98.9% | Reduced |
| Longfellow Investment Management Co LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 5 | $1.00K | 0.00% | +5 | New |
| SRS Capital Advisors, Inc. | 6 | $1.00K | 0.00% | +6 | New |
| MCF Advisors LLC | 6 | $1.00K | 0.00% | +6 | New |
| Meridian Wealth Partners, LLC | 7 | $1.00K | 0.00% | +7 | New |
| Howe & Rusling Inc | 17 | $2.00K | 0.00% | +2+13.3% | Added |
| Psagot Investment House Ltd. | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 22 | $2.00K | 0.00% | +22 | New |
| Psagot Value Holdings Ltd. / (Israel) | 14 | $2.00K | 0.00% | +14 | New |
| Raffa Wealth Management, LLC | 24 | $2.86K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 29 | $3.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 33 | $3.00K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 25 | $3.00K | 0.00% | +19+316.7% | Added |
| Carroll Financial Associates, Inc. | 30 | $3.00K | 0.00% | +20+200.0% | Added |
| Clearstead Advisors, LLC | 25 | $3.00K | 0.00% | +25 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 35 | $4.00K | 0.00% | −18−34.0% | Reduced |
| Rocky Mountain Advisers, LLC | 36 | $4.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 31 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 35 | $4.17K | 0.00% | +2+6.1% | Added |
| Lazard Asset Management LLC | 42 | $5.00K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 40 | $5.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 43 | $5.00K | 0.00% | +34+377.8% | Added |
| Exane Derivatives | 48 | $5.72K | 0.00% | −3,265−98.6% | Reduced |
| Tarbox Family Office, Inc. | 47 | $6.00K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 50 | $6.00K | 0.00% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 53 | $6.00K | 0.00% | +53 | New |
| Syverson Strege & Co | 49 | $6.00K | 0.00% | +49 | New |
| Wealth Quarterback LLC | 45 | $6.00K | 0.00% | +45 | New |
| Altshuler Shaham Ltd | 65 | $8.00K | 0.00% | −2,446−97.4% | Reduced |
| Arkadios Wealth Advisors | 71 | $8.00K | 0.00% | −2−2.7% | Reduced |
| HM Payson & Co | 69 | $8.00K | 0.00% | +25+56.8% | Added |
| Sandy Spring Bank | 76 | $9.00K | 0.00% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 72 | $9.00K | 0.00% | +72 | New |
| Cordasco Financial Network | 87 | $10.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 84 | $10.0K | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 80 | $10.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 82 | $10.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 93 | $11.0K | 0.00% | −297−76.2% | Reduced |
| Gemmer Asset Management LLC | 96 | $11.0K | 0.00% | +5+5.5% | Added |
| Glassman Wealth Services | 94 | $11.0K | 0.00% | +23+32.4% | Added |
| Allworth Financial LP | 92 | $11.0K | 0.00% | +92 | New |
| Benjamin F. Edwards & Company, Inc. | 107 | $13.0K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 119 | $14.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 119 | $14.0K | 0.00% | +80+205.1% | Added |
| Baillie Gifford & Co | 126 | $15.0K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 133 | $16.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 134 | $16.0K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 143 | $17.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 155 | $18.0K | 0.00% | −300−65.9% | Reduced |
| Sargent Bickham Lagudis LLC | 150 | $18.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 149 | $18.0K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 210 | $18.0K | 0.01% | +210 | New |
| Brewin Dolphin Ltd | 161 | $19.2K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 172 | $20.0K | 0.00% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 167 | $20.0K | 0.00% | +24+16.8% | Added |
| Prestige Wealth Management Group LLC | 178 | $21.0K | 0.01% | 00.0% | Unchanged |
| Hanseatic Management Services Inc | 183 | $22.0K | 0.04% | +183 | New |
| Earnest Partners LLC | 197 | $23.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 200 | $24.0K | 0.00% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 200 | $24.0K | 0.02% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 207 | $25.0K | 0.01% | +24+13.1% | Added |
| Sonora Investment Management, LLC | 207 | $25.0K | 0.00% | +207 | New |
| Spire Wealth Management | 245 | $29.0K | 0.00% | +3+1.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 240 | $29.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 253 | $30.0K | 0.00% | −11−4.2% | Reduced |
| HBC Financial Services, PLLC | 276 | $31.0K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 258 | $31.0K | 0.01% | +13+5.3% | Added |
| Steward Partners Investment Advisory, LLC | 281 | $33.0K | 0.00% | +204+264.9% | Added |
| BDO Wealth Advisors, LLC | 285 | $34.0K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 292 | $35.0K | 0.01% | −49−14.4% | Reduced |
| First Horizon Advisors, Inc. | 298 | $35.0K | 0.00% | +211+242.5% | Added |
| Gradient Investments LLC | 310 | $37.0K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 320 | $38.0K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 315 | $39.0K | 0.00% | +4+1.3% | Added |
| Blume Capital Management, Inc. | 332 | $40.0K | 0.01% | +332 | New |
| Kings Point Capital Management | 372 | $44.0K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 438 | $52.0K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 460 | $54.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 460 | $55.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 487 | $58.0K | 0.03% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 499 | $59.0K | 0.01% | +48+10.6% | Added |
| Delta Asset Management LLC | 500 | $60.0K | 0.01% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 790 | $60.0K | 0.07% | +790 | New |
| TD Private Client Wealth LLC | 505 | $60.2K | 0.00% | +34+7.2% | Added |
| Bellevue Asset Management, LLC | 505 | $61.0K | 0.04% | −206−29.0% | Reduced |
| Benjamin Edwards Inc | 508 | $61.0K | 0.04% | +508 | New |
| Tortoise Investment Management, LLC | 529 | $63.0K | 0.01% | 00.0% | Unchanged |
| Tobam | 535 | $64.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 566 | $67.0K | 0.01% | −66−10.4% | Reduced |
| Simon Quick Advisors, LLC | 567 | $67.0K | 0.02% | +416+275.5% | Added |
| Berman Capital Advisors, LLC | 572 | $68.0K | 0.01% | +102+21.7% | Added |