| JJJ Advisors Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 1 | $0 | 0.00% | +1 | New |
| CVA Family Office, LLC | 8 | $1.00K | 0.00% | −125−94.0% | Reduced |
| Sageworth Trust Co of South Dakota | 9 | $1.00K | 0.00% | −21−70.0% | Reduced |
| Blue Bell Private Wealth Management, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 9 | $1.00K | 0.00% | +4+80.0% | Added |
| Stonebridge Capital Advisors LLC | 5 | $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 |
| Schubert & Co | 10 | $1.00K | 0.00% | +4+66.7% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 9 | $1.00K | 0.00% | +1+12.5% | Added |
| Disciplined Investments, LLC | 10 | $1.00K | 0.00% | +10 | New |
| TCI Wealth Advisors, Inc. | 15 | $2.00K | 0.00% | −47−75.8% | Reduced |
| Ci Investments Inc. | 17 | $2.00K | 0.00% | −2−10.5% | Reduced |
| Kistler-Tiffany Companies, LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 18 | $2.00K | 0.00% | −7−28.0% | Reduced |
| Investment Research & Advisory Group, Inc. | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 16 | $2.00K | 0.00% | +16 | New |
| TCWP LLC | 19 | $2.00K | 0.00% | +19 | New |
| TD Private Client Wealth LLC | 16 | $2.17K | 0.00% | −6−27.3% | Reduced |
| Anchor Investment Management, LLC | 20 | $2.71K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 25 | $3.00K | 0.00% | +1+4.2% | Added |
| Level Financial Advisors, Inc. | 22 | $3.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 24 | $3.00K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 20 | $3.00K | 0.00% | +10+100.0% | Added |
| SRS Capital Advisors, Inc. | 25 | $3.00K | 0.00% | +13+108.3% | Added |
| Money Concepts Capital Corp | 21 | $3.00K | 0.00% | +21 | New |
| Raffa Wealth Management, LLC | 29 | $3.92K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 30 | $4.00K | 0.00% | −1,701−98.3% | Reduced |
| Massmutual Trust Co FSB | 31 | $4.00K | 0.00% | −7−18.4% | Reduced |
| AdvisorNet Financial, Inc | 29 | $4.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 28 | $4.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 27 | $4.00K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 30 | $4.00K | 0.00% | +30 | New |
| Benjamin F. Edwards & Company, Inc. | 34 | $5.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 34 | $5.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 47 | $6.00K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 41 | $6.00K | 0.01% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 42 | $6.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 45 | $6.00K | 0.00% | +12+36.4% | Added |
| MUFG Americas Holdings Corp | 52 | $7.00K | 0.00% | −77−59.7% | Reduced |
| Zions Bancorporation, N.A. | 54 | $7.00K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 59 | $7.98K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 61 | $8.00K | 0.00% | +2+3.4% | Added |
| Fortitude Advisory Group L.L.C. | 57 | $8.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 73 | $9.00K | 0.00% | −36−33.0% | Reduced |
| Baillie Gifford & Co | 70 | $9.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 68 | $9.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 67 | $9.00K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 66 | $9.00K | 0.01% | +66 | New |
| Estabrook Capital Management | 73 | $9.88K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 77 | $10.0K | 0.00% | −405−84.0% | Reduced |
| Zullo Investment Group, Inc. | 77 | $10.0K | 0.01% | −22−22.2% | Reduced |
| Optimum Investment Advisors | 80 | $11.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 92 | $12.0K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 91 | $12.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 88 | $12.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 158 | $12.0K | 0.00% | +100+172.4% | Added |
| Plante Moran Financial Advisors, LLC | 97 | $13.0K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 97 | $13.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 94 | $13.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 111 | $13.0K | 0.00% | +111 | New |
| Sutton Wealth Advisors Inc. | 102 | $13.8K | 0.00% | 00.0% | Unchanged |
| Kings Point Capital Management | 101 | $14.0K | 0.00% | −50−33.1% | Reduced |
| Pinnacle Bancorp, Inc. | 101 | $14.0K | 0.00% | +60+146.3% | Added |
| 1832 Asset Management L.P. | 103 | $14.0K | 0.00% | +103 | New |
| SJS Investment Consulting Inc. | 114 | $15.0K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 110 | $15.0K | 0.00% | +110 | New |
| JFS Wealth Advisors, LLC | 118 | $16.0K | 0.00% | +102+637.5% | Added |
| Parkside Financial Bank & Trust | 128 | $17.0K | 0.00% | −19−12.9% | Reduced |
| Heritage Wealth Advisors | 122 | $17.0K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 133 | $18.0K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 141 | $19.0K | 0.00% | −31−18.0% | Reduced |
| Riverview Trust Co | 151 | $20.0K | 0.01% | +151 | New |
| Whittier Trust Co of Nevada Inc | 154 | $21.0K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 170 | $23.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 175 | $24.0K | 0.02% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 185 | $25.0K | 0.02% | −27−12.7% | Reduced |
| Hanson & Doremus Investment Management | 183 | $25.0K | 0.01% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 192 | $26.0K | 0.00% | +192 | New |
| Meeder Asset Management Inc | 201 | $27.0K | 0.00% | −11−5.2% | Reduced |
| Northwest Investment Counselors, LLC | 221 | $30.0K | 0.01% | +10+4.7% | Added |
| Geneos Wealth Management Inc. | 230 | $31.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 236 | $31.9K | 0.00% | +82+53.2% | Added |
| FourThought Financial, LLC | 233 | $32.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 245 | $33.0K | 0.00% | +115+88.5% | Added |
| Freedman Financial Associates, Inc. | 246 | $34.0K | 0.02% | 00.0% | Unchanged |
| Crewe Advisors LLC | 277 | $37.0K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 309 | $42.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 320 | $43.0K | 0.00% | +24+8.1% | Added |
| Quadrant Capital Group LLC | 324 | $44.0K | 0.01% | +19+6.2% | Added |
| Bartlett & Co. LLC | 326 | $44.0K | 0.00% | +326 | New |
| Bartlett & Co. Wealth Management LLC | 326 | $44.1K | 0.00% | +326 | New |