| Adelante Capital Management LLC | 10,627 | $0 | 0.00% | +700+7.1% | Added |
| Prestige Wealth Management Group LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $241 | 0.00% | – | New |
| Exane Derivatives | 3 | $370 | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Advisors LLC | 4 | $482 | 0.00% | +4 | New |
| BerganKDV Wealth Management, LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 10 | $1.00K | 0.00% | +10 | New |
| Crescent Capital Consulting, LLC | 13 | $2.00K | 0.00% | −65−83.3% | Reduced |
| San Francisco Sentry Investment Group (Ca) | 19 | $2.00K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 19 | $2.00K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 20 | $2.00K | 0.00% | +20 | New |
| Lee Financial Co | 19 | $2.00K | 0.00% | +19 | New |
| Gemmer Asset Management LLC | 18 | $2.00K | 0.00% | +18 | New |
| Bartlett & Co. Wealth Management LLC | 23 | $2.77K | 0.00% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 28 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 23 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 21 | $3.00K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 26 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 27 | $3.00K | 0.00% | +1+3.8% | Added |
| FourThought Financial, LLC | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 24 | $3.00K | 0.00% | +24 | New |
| HighMark Wealth Management LLC | 26 | $3.00K | 0.00% | +26 | New |
| Glen Eagle Advisors, LLC | 30 | $3.62K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 36 | $4.00K | 0.00% | +10+38.5% | Added |
| Reilly Financial Advisors, LLC | 37 | $4.00K | 0.00% | +37 | New |
| Geneos Wealth Management Inc. | 32 | $4.00K | 0.00% | +32 | New |
| North Star Investment Management Corp. | 38 | $5.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 40 | $5.00K | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 39 | $5.00K | 0.00% | +39 | New |
| Evoke Wealth, LLC | 51 | $6.00K | 0.00% | −3−5.6% | Reduced |
| Barrett Asset Management, LLC | 50 | $6.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 53 | $6.00K | 0.00% | +43+430.0% | Added |
| Manchester Capital Management LLC | 51 | $6.00K | 0.00% | +51 | New |
| Sutton Wealth Advisors Inc. | 50 | $6.03K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 55 | $7.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 56 | $7.00K | 0.00% | −2−3.4% | Reduced |
| Resolute Partners Group | 62 | $7.00K | 0.00% | +62 | New |
| Raffa Wealth Management, LLC | 60 | $7.24K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 66 | $8.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 65 | $8.00K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 65 | $8.00K | 0.01% | +65 | New |
| West Paces Advisors Inc. | 70 | $8.44K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 75 | $9.00K | 0.00% | −30−28.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 75 | $9.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 80 | $9.00K | 0.00% | +9+12.7% | Added |
| Accel Wealth Management | 87 | $10.0K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 84 | $10.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 80 | $10.0K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 83 | $10.0K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 80 | $10.0K | 0.00% | +69+627.3% | Added |
| First Horizon Corp | 95 | $11.0K | 0.00% | −8−7.8% | Reduced |
| CVA Family Office, LLC | 100 | $12.0K | 0.00% | −30−23.1% | Reduced |
| Baldwin Brothers Inc | 100 | $12.0K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 100 | $12.0K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 100 | $12.0K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 101 | $12.0K | 0.01% | +101 | New |
| Stonebridge Financial Planning Group, LLC | 100 | $13.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 107 | $13.0K | 0.00% | +20+23.0% | Added |
| Norway Savings Bank | 107 | $13.0K | 0.01% | +107 | New |
| Earnest Partners LLC | 122 | $15.0K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 130 | $16.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 142 | $17.0K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 148 | $18.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 152 | $18.0K | 0.00% | +60+65.2% | Added |
| Larson Financial Group LLC | 159 | $19.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 154 | $19.0K | 0.01% | −3−1.9% | Reduced |
| Washington Trust Co | 172 | $20.0K | 0.00% | +1+0.6% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 170 | $20.5K | 0.02% | +170 | New |
| TD Private Client Wealth LLC | 176 | $21.2K | 0.00% | +10+6.0% | Added |
| Toth Financial Advisory Corp | 180 | $22.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 179 | $22.0K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 192 | $23.0K | 0.00% | +192 | New |
| Harbour Investments, Inc. | 200 | $24.0K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 216 | $26.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 230 | $28.0K | 0.00% | +2+0.9% | Added |
| Lowe Wealth Advisors, LLC | 255 | $31.0K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 256 | $31.0K | 0.01% | +43+20.2% | Added |
| Freedman Financial Associates, Inc. | 266 | $32.0K | 0.02% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 273 | $33.0K | 0.01% | +273 | New |
| CWM, LLC | 282 | $34.0K | 0.00% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 285 | $34.0K | 0.00% | +285 | New |
| Laurel Wealth Advisors LLC | 300 | $36.0K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 300 | $36.0K | 0.00% | +45+17.6% | Added |
| Anchor Investment Management, LLC | 312 | $37.6K | 0.01% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 317 | $38.0K | 0.00% | +262+476.4% | Added |
| Eii Capital Management, Inc. | 361 | $44.0K | 0.02% | −64−15.1% | Reduced |
| NEXT Financial Group, Inc | 408 | $50.0K | 0.00% | −21−4.9% | Reduced |
| Harvest Fund Management Co., Ltd | 412 | $50.0K | 0.01% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 430 | $51.0K | 0.00% | +21+5.1% | Added |
| Glassman Wealth Services | 419 | $51.0K | 0.01% | +30+7.7% | Added |
| State of Wyoming | 430 | $52.0K | 0.03% | −88−17.0% | Reduced |
| Vigilant Capital Management, LLC | 427 | $52.0K | 0.00% | +427 | New |
| Simon Quick Advisors, LLC | 447 | $53.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 469 | $57.0K | 0.01% | +398+560.6% | Added |
| Proequities, Inc. | 479 | $58.0K | 0.00% | +471+5,887.5% | Added |
| Simplex Trading, LLC | 489 | $58.0K | 0.00% | +489 | New |
| Harbor Investment Advisory, LLC | 500 | $60.0K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 503 | $61.0K | 0.02% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 510 | $62.0K | 0.01% | −4−0.8% | Reduced |