| Private Capital Group, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 1 | $210 | 0.00% | – | – |
| Exane Derivatives | 3 | $630 | 0.00% | 00.0% | Unchanged |
| McDonald Partners LLC | 3 | $630 | 0.00% | +3 | New |
| Absolute Capital Management, LLC | 3 | $630 | 0.00% | +3 | New |
| Prestige Wealth Management Group LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 6 | $1.00K | 0.00% | +6 | New |
| Sierra Capital LLC | 5 | $1.00K | 0.00% | +5 | New |
| Addison Advisors LLC | 3 | $1.00K | 0.00% | +3 | New |
| Cassady Schiller Wealth Management, LLC | 5 | $1.00K | 0.00% | +5 | New |
| Logan Capital Management Inc | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 8 | $2.00K | 0.00% | +8 | New |
| Lazard Asset Management LLC | 16 | $3.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 15 | $3.00K | 0.00% | +15 | New |
| BDO Wealth Advisors, LLC | 15 | $3.00K | 0.00% | +15 | New |
| Curi Capital | 19 | $3.00K | 0.00% | +19 | New |
| Schubert & Co | 12 | $3.00K | 0.00% | +12 | New |
| Steward Financial Group LLC | 17 | $3.00K | 0.00% | +17 | New |
| Confluence Wealth Services, Inc. | 16 | $3.00K | 0.00% | +16 | New |
| Strengthening Families & Communities, LLC | 57 | $3.00K | 0.00% | +57 | New |
| Raffa Wealth Management, LLC | 15 | $3.15K | 0.00% | 00.0% | Unchanged |
| First National Bank of South Miami | 19 | $4.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 21 | $4.00K | 0.00% | +6+40.0% | Added |
| TAP Consulting, LLC | 20 | $4.00K | 0.00% | +20 | New |
| Sutton Wealth Advisors Inc. | 20 | $4.20K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 24 | $5.00K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 23 | $5.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 29 | $6.00K | 0.00% | 00.0% | Unchanged |
| IronBridge Private Wealth, LLC | 30 | $6.00K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 30 | $6.00K | 0.00% | +30 | New |
| Beaird Harris Wealth Management, LLC | 30 | $6.00K | 0.00% | +30 | New |
| Oakworth Capital, Inc. | 35 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 31 | $7.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 34 | $7.00K | 0.00% | +4+13.3% | Added |
| BerganKDV Wealth Management, LLC | 32 | $7.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 33 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 33 | $7.00K | 0.00% | +6+22.2% | Added |
| Castle Financial & Retirement Planning Associates, Inc. | 42 | $7.00K | 0.02% | +42 | New |
| Altshuler Shaham Ltd | 36 | $8.00K | 0.00% | −4−10.0% | Reduced |
| TCI Wealth Advisors, Inc. | 40 | $8.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 37 | $8.00K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 38 | $8.00K | 0.01% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 39 | $8.15K | 0.00% | +39 | New |
| Institutional & Family Asset Management, LLC | 43 | $9.00K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 49 | $10.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 46 | $10.0K | 0.00% | 00.0% | Unchanged |
| Dixon Hughes Goodman Wealth Advisors LLC | 49 | $10.0K | 0.00% | +49 | New |
| Adirondack Trust Co | 50 | $11.0K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 54 | $11.0K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 52 | $11.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 55 | $12.0K | 0.00% | −5−8.3% | Reduced |
| Farmers & Merchants Investments Inc | 55 | $12.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 59 | $12.0K | 0.00% | 00.0% | Unchanged |
| NuWave Investment Management, LLC | 56 | $12.0K | 0.01% | +56 | New |
| West Paces Advisors Inc. | 60 | $12.6K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 61 | $13.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 64 | $13.0K | 0.00% | +15+30.6% | Added |
| Dark Forest Capital Management LP | 62 | $13.0K | 0.00% | +62 | New |
| City Holding Co | 80 | $14.0K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 68 | $14.0K | 0.00% | 00.0% | Unchanged |
| Ahl Investment Management, Inc. | 68 | $14.0K | 0.01% | +68 | New |
| Tradition Wealth Management, LLC | 72 | $15.0K | 0.00% | +7+10.8% | Added |
| Motley Fool Asset Management LLC | 78 | $16.0K | 0.00% | +78 | New |
| Amplius Wealth Advisors, LLC | 79 | $16.0K | 0.00% | +79 | New |
| Capital Advisors, Ltd. LLC | 81 | $17.0K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 81 | $17.0K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 80 | $17.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 80 | $17.0K | 0.00% | +80 | New |
| Allworth Financial LP | 86 | $18.0K | 0.00% | +41+91.1% | Added |
| Plante Moran Financial Advisors, LLC | 85 | $18.0K | 0.00% | +85 | New |
| AllSquare Wealth Management LLC | 92 | $19.0K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 88 | $19.0K | 0.00% | +88 | New |
| Carolinas Wealth Consulting LLC | 96 | $20.0K | 0.00% | +51+113.3% | Added |
| EverSource Wealth Advisors, LLC | 93 | $20.0K | 0.01% | +93 | New |
| CoreCap Advisors, LLC | 97 | $20.0K | 0.00% | +97 | New |
| Monetary Management Group Inc | 100 | $21.0K | 0.01% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 98 | $21.0K | 0.01% | +98 | New |
| Harvest Fund Management Co., Ltd | 106 | $22.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 108 | $23.0K | 0.00% | −432−80.0% | Reduced |
| Jones Financial Companies LLLP | 108 | $23.0K | 0.00% | +44+68.8% | Added |
| Whittier Trust Co of Nevada Inc | 115 | $24.0K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 112 | $24.0K | 0.01% | +45+67.2% | Added |
| Freedman Financial Associates, Inc. | 125 | $26.0K | 0.02% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 130 | $27.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 131 | $28.0K | 0.01% | +3+2.3% | Added |
| Cambridge Trust Co | 132 | $28.0K | 0.00% | +132 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 140 | $29.0K | 0.00% | −3,690−96.3% | Reduced |
| TD Private Client Wealth LLC | 145 | $30.5K | 0.00% | +12+9.0% | Added |
| Gemmer Asset Management LLC | 149 | $31.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 146 | $31.0K | 0.00% | +60+69.8% | Added |
| Covington Capital Management | 150 | $32.0K | 0.00% | +10+7.1% | Added |
| Old North State Trust, LLC | 158 | $33.0K | 0.02% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 168 | $35.0K | 0.02% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 166 | $35.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 174 | $37.0K | 0.00% | +80+85.1% | Added |
| Mascoma Wealth Management LLC | 178 | $37.0K | 0.01% | +178 | New |
| Loomis Sayles & Co L P | 196 | $41.0K | 0.00% | −44,307−99.6% | Reduced |