| Lazard Asset Management LLC | 7 | $0 | 0.00% | −134−95.0% | Reduced |
| Blue Bell Private Wealth Management, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| 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 |
| Retirement Group, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 6 | $694 | 0.00% | −10−62.5% | Reduced |
| TCI Wealth Advisors, Inc. | 8 | $1.00K | 0.00% | −7−46.7% | Reduced |
| Versant Capital Management, Inc | 11 | $1.00K | 0.00% | −3−21.4% | Reduced |
| Focused Wealth Management, Inc | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 7 | $1.00K | 0.00% | −3−30.0% | Reduced |
| Sageworth Trust Co of South Dakota | 5 | $1.00K | 0.00% | −4−44.4% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 5 | $1.00K | 0.00% | +5 | New |
| Bogart Wealth, LLC | 7 | $1.00K | 0.00% | +7 | New |
| Heritage Financial Services, LLC | 14 | $1.00K | 0.00% | +14 | New |
| Evoke Wealth, LLC | 20 | $2.00K | 0.00% | −48−70.6% | Reduced |
| Center for Financial Planning, Inc. | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 16 | $2.00K | 0.00% | −1−5.9% | Reduced |
| Kistler-Tiffany Companies, LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 17 | $2.00K | 0.00% | −1−5.6% | Reduced |
| Harbour Investments, Inc. | 13 | $2.00K | 0.00% | +13 | New |
| Anchor Investment Management, LLC | 20 | $2.31K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 27 | $3.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 28 | $3.00K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 23 | $3.00K | 0.00% | −2−8.0% | Reduced |
| Level Financial Advisors, Inc. | 22 | $3.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 22 | $3.00K | 0.00% | +13+144.4% | Added |
| Schubert & Co | 23 | $3.00K | 0.00% | +13+130.0% | Added |
| Horan Securities, Inc. | 29 | $3.00K | 0.00% | +29 | New |
| Raffa Wealth Management, LLC | 29 | $3.35K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 31 | $4.00K | 0.00% | −14−31.1% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 34 | $4.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 34 | $4.00K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 31 | $4.00K | 0.00% | +31 | New |
| Eagle Bay Advisors LLC | 38 | $4.39K | 0.00% | +38 | New |
| Earnest Partners LLC | 47 | $5.00K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 41 | $5.00K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 39 | $5.00K | 0.00% | +8+25.8% | Added |
| Fifth Third Bancorp | 52 | $6.00K | 0.00% | +32+160.0% | Added |
| Halpern Financial, Inc. | 59 | $6.82K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 61 | $7.00K | 0.00% | −33−35.1% | Reduced |
| IFP Advisors, Inc | 105 | $8.00K | 0.00% | −53−33.5% | Reduced |
| Baillie Gifford & Co | 70 | $8.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 67 | $8.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 68 | $8.00K | 0.00% | +68 | New |
| Estabrook Capital Management | 73 | $8.44K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 80 | $9.00K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 77 | $9.00K | 0.01% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 66 | $9.00K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 75 | $9.00K | 0.00% | +21+38.9% | Added |
| Farmers & Merchants Investments Inc | 88 | $10.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 70 | $10.0K | 0.00% | +70 | New |
| Bell Investment Advisors, Inc | 85 | $10.0K | 0.00% | +85 | New |
| Plante Moran Financial Advisors, LLC | 97 | $11.0K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 93 | $11.0K | 0.00% | −4−4.1% | Reduced |
| Cordasco Financial Network | 91 | $11.0K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 102 | $11.8K | 0.00% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 102 | $12.0K | 0.00% | −90−46.9% | Reduced |
| 1832 Asset Management L.P. | 103 | $12.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 99 | $12.0K | 0.00% | +26+35.6% | Added |
| Glassman Wealth Services | 104 | $12.0K | 0.00% | +43+70.5% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 110 | $13.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 111 | $13.0K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 122 | $14.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 119 | $14.0K | 0.01% | +18+17.8% | Added |
| TFC Financial Management | 133 | $15.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 141 | $17.0K | 0.01% | +13+10.2% | Added |
| JFS Wealth Advisors, LLC | 143 | $17.0K | 0.00% | +25+21.2% | Added |
| Huntington National Bank | 148 | $17.0K | 0.00% | +56+60.9% | Added |
| Wolff Wiese Magana LLC | 175 | $20.0K | 0.01% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 170 | $20.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 171 | $20.0K | 0.00% | +17+11.0% | Added |
| Hanson & Doremus Investment Management | 183 | $21.0K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 185 | $21.0K | 0.02% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 183 | $21.2K | 0.00% | +183 | New |
| Meeder Asset Management Inc | 188 | $22.0K | 0.00% | −13−6.5% | Reduced |
| Northwest Investment Counselors, LLC | 211 | $24.0K | 0.01% | −10−4.5% | Reduced |
| FourThought Financial, LLC | 229 | $26.0K | 0.00% | −4−1.7% | Reduced |
| American Portfolios Advisors | 230 | $26.6K | 0.00% | −6−2.5% | Reduced |
| Geneos Wealth Management Inc. | 230 | $27.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 249 | $29.0K | 0.00% | −71−22.2% | Reduced |
| Covestor Ltd | 259 | $30.0K | 0.02% | −524−66.9% | Reduced |
| Bessemer Group Inc | 270 | $31.0K | 0.00% | +25+10.2% | Added |
| Quadrant Capital Group LLC | 281 | $32.0K | 0.00% | −43−13.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 312 | $35.0K | 0.00% | −3,164−91.0% | Reduced |
| Baldwin Brothers Inc | 309 | $36.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 313 | $37.0K | 0.00% | −37−10.6% | Reduced |
| Alaska Permanent Fund Corp | 335 | $39.0K | 0.00% | −12−3.5% | Reduced |
| Private Trust Co NA | 349 | $40.0K | 0.01% | +349 | New |
| Rosenberg Matthew Hamilton | 335 | $40.0K | 0.02% | +335 | New |
| Antonetti Capital Management LLC | 357 | $41.0K | 0.04% | 00.0% | Unchanged |
| CVA Family Office, LLC | 363 | $42.0K | 0.01% | +355+4,437.5% | Added |
| Bartlett & Co. LLC | 376 | $43.0K | 0.00% | +50+15.3% | Added |