| Eagle Bay Advisors LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Choate Investment Advisors | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 7 | $0 | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 3 | $0 | 0.00% | +3 | New |
| Meeder Asset Management Inc | 20 | $1.00K | 0.00% | +7+53.8% | Added |
| Blue Bell Private Wealth Management, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 10 | $1.00K | 0.00% | +10 | New |
| Stonebridge Capital Advisors LLC | 22 | $1.00K | 0.00% | +22 | New |
| Bellevue Asset Management, LLC | 22 | $1.00K | 0.00% | +22 | New |
| Rosenberg Matthew Hamilton | 17 | $1.00K | 0.00% | +17 | New |
| SJS Investment Consulting Inc. | 17 | $1.00K | 0.00% | +17 | New |
| Anchor Investment Management, LLC | 20 | $1.17K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 28 | $2.00K | 0.00% | −123−81.5% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 42 | $2.00K | 0.00% | 00.0% | Unchanged |
| Harvest Group Wealth Management, LLC | 39 | $2.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 29 | $2.00K | 0.00% | −2−6.5% | Reduced |
| Highlander Capital Management, LLC | 38 | $2.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 34 | $2.00K | 0.00% | +6+21.4% | Added |
| Ronald Blue Trust, Inc. | 28 | $2.00K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 36 | $2.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 31 | $2.00K | 0.00% | +13+72.2% | Added |
| First Horizon Advisors, Inc. | 67 | $3.00K | 0.00% | −17−20.2% | Reduced |
| Loomis Sayles & Co L P | 57 | $3.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 58 | $3.00K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 56 | $3.00K | 0.00% | +12+27.3% | Added |
| Pecaut & Co. | 48 | $3.00K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 48 | $3.00K | 0.00% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 44 | $3.00K | 0.00% | +44 | New |
| Adirondack Retirement Specialists, Inc. | 43 | $3.00K | 0.00% | +43 | New |
| Sutton Wealth Advisors Inc. | 66 | $3.86K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 65 | $4.00K | 0.00% | −22,143−99.7% | Reduced |
| Parkside Financial Bank & Trust | 75 | $4.00K | 0.00% | +4+5.6% | Added |
| Institutional & Family Asset Management, LLC | 75 | $4.00K | 0.00% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 73 | $4.00K | 0.00% | +73 | New |
| Hanson & Doremus Investment Management | 105 | $6.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 98 | $6.00K | 0.00% | −15−13.3% | Reduced |
| Earnest Partners LLC | 95 | $6.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 105 | $6.00K | 0.01% | +34+47.9% | Added |
| Wipfli Financial Advisors LLC, | 110 | $6.00K | 0.00% | +110 | New |
| Farmers & Merchants Investments Inc | 117 | $7.00K | 0.00% | −142−54.8% | Reduced |
| Quadrant Capital Group LLC | 119 | $7.00K | 0.00% | −38−24.2% | Reduced |
| Northwest Investment Counselors, LLC | 131 | $8.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 132 | $8.00K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 161 | $9.00K | 0.00% | +161 | New |
| Red Cedar Capital, LLC | 177 | $10.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 187 | $10.0K | 0.00% | +52+38.5% | Added |
| Zions Bancorporation, N.A. | 191 | $11.0K | 0.00% | +18+10.4% | Added |
| Almanack Investment Partners, LLC. | 190 | $11.0K | 0.00% | +190 | New |
| Covestor Ltd | 180 | $11.0K | 0.01% | +180 | New |
| Trust Co of Vermont | 202 | $12.0K | 0.00% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 198 | $12.0K | 0.01% | 00.0% | Unchanged |
| M&R Capital Management Inc | 239 | $13.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 243 | $14.0K | 0.00% | −82−25.2% | Reduced |
| Private Trust Co NA | 247 | $14.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 261 | $15.0K | 0.00% | +88+50.9% | Added |
| Cranbrook Wealth Management, LLC | 265 | $16.0K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 276 | $16.0K | 0.01% | +76+38.0% | Added |
| Bell Investment Advisors, Inc | 296 | $17.0K | 0.01% | −23−7.2% | Reduced |
| GHP Investment Advisors, Inc. | 293 | $17.0K | 0.00% | −1−0.3% | Reduced |
| Princeton Global Asset Management LLC | 315 | $18.0K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 326 | $19.0K | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 343 | $20.0K | 0.00% | −63−15.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 343 | $20.1K | 0.00% | −63−15.5% | Reduced |
| CVA Family Office, LLC | 365 | $21.0K | 0.01% | −320−46.7% | Reduced |
| Signaturefd, LLC | 402 | $24.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 424 | $25.0K | 0.00% | +3+0.7% | Added |
| Heritage Wealth Advisors | 436 | $25.5K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 498 | $29.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 492 | $29.0K | 0.00% | +492 | New |
| Washington Trust Advisors, Inc. | 537 | $31.0K | 0.00% | +70+15.0% | Added |
| American Portfolios Advisors | 560 | $32.8K | 0.00% | +482+617.9% | Added |
| Tower Research Capital LLC (TRC) | 598 | $35.0K | 0.00% | −1,031−63.3% | Reduced |
| Whittier Trust Co | 617 | $36.0K | 0.00% | +91+17.3% | Added |
| Western Pacific Wealth Management, LP | 700 | $40.0K | 0.04% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 700 | $41.0K | 0.00% | +700 | New |
| Dougherty Wealth Advisers LLC | 735 | $43.0K | 0.09% | 00.0% | Unchanged |
| Covington Capital Management | 759 | $44.0K | 0.00% | +659+659.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 780 | $46.0K | 0.00% | +780 | New |
| James Investment Research Inc | 886 | $52.0K | 0.01% | +347+64.4% | Added |
| CWM, LLC | 956 | $56.0K | 0.00% | −429−31.0% | Reduced |
| Huntington National Bank | 974 | $57.0K | 0.00% | +9+0.9% | Added |
| Proequities, Inc. | 1,008 | $59.0K | 0.01% | −451−30.9% | Reduced |
| Allianz Asset Management GmbH | 1,271 | $74.0K | 0.00% | +361+39.7% | Added |
| Fifth Third Bancorp | 1,298 | $76.0K | 0.00% | +375+40.6% | Added |
| Harbor Capital Advisors, Inc. | 1,365 | $80.0K | 0.07% | −1,173−46.2% | Reduced |
| Rockefeller Capital Management L.P. | 1,497 | $87.0K | 0.00% | −391−20.7% | Reduced |