| Financial Management Professionals, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 7 | $1.00K | 0.00% | +1+16.7% | Added |
| Stonebridge Capital Advisors LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 3 | $1.00K | 0.00% | +3 | New |
| Psagot Investment House Ltd. | 13 | $2.00K | 0.00% | −1−7.1% | Reduced |
| Versant Capital Management, Inc | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 10 | $2.00K | 0.00% | +2+25.0% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 13 | $2.00K | 0.00% | +13 | New |
| Kistler-Tiffany Companies, LLC | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 18 | $3.00K | 0.00% | −1−5.3% | Reduced |
| Center for Financial Planning, Inc. | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 19 | $3.00K | 0.00% | +19 | New |
| Red Tortoise LLC | 36 | $3.00K | 0.00% | +36 | New |
| Anchor Investment Management, LLC | 20 | $3.45K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 20 | $3.45K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 23 | $4.00K | 0.00% | −2−8.0% | Reduced |
| FinTrust Capital Advisors, LLC | 23 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 21 | $4.00K | 0.00% | +21 | New |
| Bellwether Advisors, LLC | 24 | $4.00K | 0.00% | +24 | New |
| Massmutual Trust Co FSB | 31 | $5.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 29 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 28 | $5.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 27 | $5.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 28 | $5.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 30 | $5.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 29 | $5.01K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 37 | $6.00K | 0.00% | −3−7.5% | Reduced |
| Creative Financial Designs Inc | 32 | $6.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 34 | $6.00K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 40 | $6.91K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 43 | $7.00K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 41 | $7.00K | 0.01% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 42 | $7.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 41 | $7.00K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 45 | $8.00K | 0.00% | −25−35.7% | Reduced |
| TCI Wealth Advisors, Inc. | 46 | $8.00K | 0.00% | −13−22.0% | Reduced |
| Sterling Financial Planning, Inc. | 48 | $8.00K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 47 | $8.00K | 0.00% | +7+17.5% | Added |
| Glassman Wealth Services | 45 | $8.00K | 0.00% | +3+7.1% | Added |
| Northwestern Mutual Wealth Management Co | 51 | $9.00K | 0.00% | −12−19.0% | Reduced |
| Guidance Point Advisors, LLC | 55 | $9.00K | 0.00% | +55 | New |
| Bell Investment Advisors, Inc | 54 | $9.00K | 0.00% | +54 | New |
| Delta Asset Management LLC | 58 | $10.0K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 56 | $10.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 53 | $10.0K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 63 | $10.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 56 | $10.0K | 0.00% | +25+80.6% | Added |
| Halpern Financial, Inc. | 59 | $10.2K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 68 | $11.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 71 | $12.0K | 0.00% | −29−29.0% | Reduced |
| Baillie Gifford & Co | 70 | $12.0K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 67 | $12.0K | 0.00% | 00.0% | Unchanged |
| Consolidated Planning Corp | 67 | $12.0K | 0.01% | +67 | New |
| Estabrook Capital Management | 73 | $12.6K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 76 | $13.0K | 0.00% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 76 | $13.0K | 0.00% | +76 | New |
| Optimum Investment Advisors | 80 | $14.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 88 | $15.0K | 0.00% | +88 | New |
| Fieldpoint Private Securities, LLC | 94 | $16.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 92 | $16.0K | 0.00% | +1+1.1% | Added |
| Cordasco Financial Network | 91 | $16.0K | 0.01% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 90 | $16.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 97 | $17.0K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 97 | $17.0K | 0.00% | +66+212.9% | Added |
| Sutton Wealth Advisors Inc. | 102 | $17.6K | 0.01% | −3−2.9% | Reduced |
| BBVA USA | 103 | $18.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 98 | $18.0K | 0.01% | +49+100.0% | Added |
| Ibex Wealth Advisors | 107 | $18.0K | 0.00% | +107 | New |
| Whittier Trust Co of Nevada Inc | 118 | $20.0K | 0.00% | +18+18.0% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 120 | $20.7K | 0.02% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 122 | $21.1K | 0.00% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 129 | $22.0K | 0.00% | +129 | New |
| Lazard Asset Management LLC | 134 | $23.0K | 0.00% | −104−43.7% | Reduced |
| TFC Financial Management | 133 | $23.0K | 0.01% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 134 | $24.0K | 0.00% | +7+5.5% | Added |
| Lindbrook Capital, LLC | 144 | $25.0K | 0.01% | −1−0.7% | Reduced |
| Parkside Financial Bank & Trust | 145 | $25.0K | 0.01% | +3+2.1% | Added |
| Pinnacle Holdings, LLC | 149 | $25.7K | 0.01% | +149 | New |
| Institutional & Family Asset Management, LLC | 170 | $29.0K | 0.00% | 00.0% | Unchanged |
| Kings Point Capital Management | 188 | $32.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 189 | $32.0K | 0.02% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 183 | $32.0K | 0.01% | +9+5.2% | Added |
| American Portfolios Advisors | 188 | $32.5K | 0.00% | +4+2.2% | Added |
| Atlantic Trust, LLC | 212 | $37.0K | 0.02% | +212 | New |
| Geneos Wealth Management Inc. | 230 | $40.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 233 | $40.0K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 241 | $42.0K | 0.00% | −6−2.4% | Reduced |
| Freedman Financial Associates, Inc. | 246 | $42.0K | 0.03% | 00.0% | Unchanged |
| Twin Tree Management, LP | 257 | $44.0K | 0.00% | −1,070−80.6% | Reduced |
| Bessemer Group Inc | 263 | $45.0K | 0.00% | +110+71.9% | Added |
| Dark Forest Capital Management LP | 270 | $47.0K | 0.02% | +270 | New |
| Crewe Advisors LLC | 277 | $48.0K | 0.01% | −63−18.5% | Reduced |
| Baldwin Brothers Inc | 309 | $53.0K | 0.01% | 00.0% | Unchanged |