| Atticus Wealth Management, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 5 | $1.00K | 0.00% | +5 | New |
| Ford Financial Group, LLC | 7 | $1.00K | 0.00% | +7 | New |
| Wealth Quarterback LLC | 4 | $1.00K | 0.00% | +4 | New |
| Delos Wealth Advisors, LLC | 5 | $1.00K | 0.00% | +5 | New |
| Larson Financial Group LLC | 10 | $2.00K | 0.00% | −5−33.3% | Reduced |
| Enterprise Financial Services Corp | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 8 | $2.00K | 0.00% | +8 | New |
| Horizon Financial Services, LLC | 10 | $2.00K | 0.00% | +10 | New |
| BDO Wealth Advisors, LLC | 10 | $2.00K | 0.00% | +10 | New |
| Phoenix Wealth Advisors | 10 | $2.00K | 0.00% | +10 | New |
| Howe & Rusling Inc | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 14 | $3.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 14 | $3.00K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 11 | $3.00K | 0.00% | +11 | New |
| Harel Insurance Investments & Financial Services Ltd. | 13 | $3.00K | 0.00% | +13 | New |
| CVA Family Office, LLC | 12 | $3.00K | 0.00% | +12 | New |
| RPG Investment Advisory, LLC | 15 | $4.00K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 15 | $4.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 16 | $4.00K | 0.00% | +16 | New |
| Arcadia Investment Advisors LLC | 20 | $4.85K | 0.00% | +20 | New |
| PrairieView Partners, LLC | 25 | $6.00K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 25 | $6.00K | 0.00% | +25 | New |
| Strategic Blueprint, LLC | 25 | $6.00K | 0.00% | +25 | New |
| TFC Financial Management | 28 | $7.00K | 0.00% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 29 | $7.00K | 0.00% | +29 | New |
| Winch Advisory Services, LLC | 33 | $8.00K | 0.00% | −77−70.0% | Reduced |
| Credit Agricole S A | 35 | $8.00K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 35 | $8.00K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 35 | $8.00K | 0.00% | +15+75.0% | Added |
| Bessemer Group Inc | 31 | $8.00K | 0.00% | +31 | New |
| Northern Oak Wealth Management Inc | 39 | $9.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 37 | $9.00K | 0.00% | +37 | New |
| Tradewinds Capital Management, LLC | 45 | $11.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 45 | $11.0K | 0.00% | +45 | New |
| Evolution Wealth Advisors, LLC | 50 | $12.0K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 50 | $12.0K | 0.00% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 50 | $12.0K | 0.00% | +50 | New |
| Cedar Mountain Advisors, LLC | 55 | $13.0K | 0.00% | +55 | New |
| Baillie Gifford & Co | 61 | $15.0K | 0.00% | −39−39.0% | Reduced |
| Kistler-Tiffany Companies, LLC | 66 | $16.0K | 0.00% | +1+1.5% | Added |
| Hartford Financial Management Inc. | 70 | $17.0K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 76 | $18.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 73 | $18.0K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 75 | $18.0K | 0.01% | 00.0% | Unchanged |
| RPg Family Wealth Advisory, LLC | 75 | $18.2K | 0.01% | +75 | New |
| Hudock, Inc. | 80 | $19.0K | 0.01% | +80 | New |
| Massmutual Trust Co FSB | 86 | $21.0K | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Wealth Management Ltd | 90 | $21.8K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 89 | $22.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 95 | $23.0K | 0.00% | +95 | New |
| Bartlett & Co. LLC | 100 | $24.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 100 | $24.0K | 0.00% | +100 | New |
| Knuff & Co LLC | 100 | $24.0K | 0.01% | +100 | New |
| Bartlett & Co. Wealth Management LLC | 100 | $24.2K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 104 | $25.0K | 0.00% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 111 | $27.0K | 0.00% | −45−28.8% | Reduced |
| Clearstead Advisors, LLC | 119 | $29.0K | 0.00% | +101+561.1% | Added |
| Pacer Advisors, Inc. | 135 | $33.0K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 140 | $34.0K | 0.01% | +140 | New |
| Montag A & Associates Inc | 150 | $36.0K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 150 | $36.0K | 0.02% | 00.0% | Unchanged |
| First Manhattan Co | 160 | $38.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 160 | $39.0K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 159 | $39.0K | 0.02% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 160 | $39.0K | 0.00% | +50+45.5% | Added |
| Lake Point Wealth Management | 165 | $40.0K | 0.02% | +165 | New |
| TCI Wealth Advisors, Inc. | 173 | $42.0K | 0.01% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 186 | $45.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 190 | $46.0K | 0.00% | −12−5.9% | Reduced |
| CKW Financial Group | 192 | $46.0K | 0.01% | 00.0% | Unchanged |
| Amundi | 194 | $47.0K | 0.00% | +194 | New |
| First Horizon Advisors, Inc. | 203 | $48.0K | 0.00% | +202+20,200.0% | Added |
| Laurel Wealth Advisors LLC | 210 | $51.0K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 270 | $65.0K | 0.03% | 00.0% | Unchanged |
| Proequities, Inc. | 280 | $68.0K | 0.00% | +51+22.3% | Added |
| Baldwin Brothers Inc | 300 | $73.0K | 0.01% | +50+20.0% | Added |
| Signaturefd, LLC | 329 | $80.0K | 0.00% | −14−4.1% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 352 | $85.0K | 0.00% | −300−46.0% | Reduced |
| TD Private Client Wealth LLC | 354 | $85.8K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 380 | $88.0K | 0.00% | −280−42.4% | Reduced |
| DekaBank Deutsche Girozentrale | 358 | $89.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 389 | $95.0K | 0.00% | +61+18.6% | Added |
| Toth Financial Advisory Corp | 409 | $99.0K | 0.02% | 00.0% | Unchanged |
| Fifth Third Bancorp | 412 | $100.0K | 0.00% | +412 | New |
| Rockefeller Capital Management L.P. | 441 | $106.0K | 0.00% | +58+15.1% | Added |
| Compagnie Lombard Odier SCmA | 450 | $109.0K | 0.00% | −5,640−92.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 476 | $115.4K | 0.00% | −295−38.3% | Reduced |
| Jefferies Group LLC | 500 | $121.2K | 0.00% | −3,776−88.3% | Reduced |
| Parkside Financial Bank & Trust | 525 | $127.0K | 0.04% | +38+7.8% | Added |