| First Manhattan Co | 7 | $0 | 0.00% | +7 | New |
| WestEnd Advisors, LLC | – | $120 | 0.00% | – | – |
| Financial Management Professionals, Inc. | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 14 | $1.68K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 16 | $1.93K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 17 | $2.00K | 0.00% | +17 | New |
| MV Capital Management, Inc. | 17 | $2.00K | 0.00% | +17 | New |
| Norway Savings Bank | 18 | $2.00K | 0.00% | +18 | New |
| Systematic Alpha Investments, LLC | 12 | $2.00K | 0.00% | +12 | New |
| Red Tortoise LLC | 13 | $2.00K | 0.00% | +13 | New |
| Raffa Wealth Management, LLC | 24 | $2.88K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 23 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 22 | $3.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 22 | $3.00K | 0.00% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 28 | $3.00K | 0.00% | +28 | New |
| Focused Wealth Management, Inc | 35 | $4.00K | 0.00% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 25 | $4.00K | 0.00% | +25 | New |
| Arcadia Investment Management Corp | 44 | $5.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 43 | $5.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 45 | $5.00K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 38 | $5.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 41 | $5.00K | 0.00% | +41 | New |
| Solstein Capital, LLC | 52 | $6.00K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 47 | $6.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 48 | $6.00K | 0.00% | +13+37.1% | Added |
| Eagle Bay Advisors LLC | 58 | $6.00K | 0.00% | +22+61.1% | Added |
| Covington Capital Management | 50 | $6.00K | 0.00% | +50 | New |
| Optiver Holding B.V. | 46 | $6.00K | 0.00% | +46 | New |
| Allworth Financial LP | 60 | $7.00K | 0.00% | −72−54.5% | Reduced |
| TD Ameritrade Investment Management, LLC | 78 | $7.00K | 0.00% | −40−33.9% | Reduced |
| SOA Wealth Advisors, LLC. | 62 | $7.00K | 0.00% | −3−4.6% | Reduced |
| Optimum Investment Advisors | 60 | $7.00K | 0.00% | +60 | New |
| Capstone Investment Advisors, LLC | 59 | $7.00K | 0.00% | +59 | New |
| Sutton Wealth Advisors Inc. | 59 | $7.08K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 76 | $9.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 71 | $9.00K | 0.00% | +12+20.3% | Added |
| Zions Bancorporation, N.A. | 84 | $10.0K | 0.00% | −20−19.2% | Reduced |
| Spectrum Management Group, LLC | 80 | $10.0K | 0.00% | +80 | New |
| Clean Yield Group | 90 | $11.0K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 99 | $12.0K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 100 | $12.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 98 | $12.0K | 0.01% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 100 | $12.0K | 0.01% | +100 | New |
| Key Financial Inc | 100 | $12.0K | 0.01% | +100 | New |
| FinTrust Capital Advisors, LLC | 106 | $13.0K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 110 | $13.0K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 118 | $14.0K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 120 | $14.4K | 0.00% | +120 | New |
| Arkadios Wealth Advisors | 130 | $15.0K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 140 | $16.0K | 0.00% | −298−68.0% | Reduced |
| Front Row Advisors LLC | 135 | $16.0K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 137 | $16.0K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 131 | $16.0K | 0.00% | +131 | New |
| Firestone Capital Management | 177 | $19.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 158 | $19.0K | 0.00% | +21+15.3% | Added |
| Gradient Investments LLC | 165 | $20.0K | 0.00% | +130+371.4% | Added |
| Capital Directions Investment Advisors, LLC | 175 | $21.0K | 0.01% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 175 | $21.0K | 0.00% | 00.0% | Unchanged |
| Harding Loevner LP | 185 | $22.0K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 180 | $22.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 180 | $22.0K | 0.01% | +180 | New |
| Duncker Streett & Co Inc | 200 | $24.0K | 0.00% | −200−50.0% | Reduced |
| Proffitt & Goodson Inc | 200 | $24.0K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 201 | $24.0K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 200 | $24.0K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 200 | $24.0K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 203 | $24.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 200 | $24.0K | 0.00% | +200 | New |
| West Paces Advisors Inc. | 208 | $25.0K | 0.01% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 210 | $25.0K | 0.01% | +210 | New |
| Avondale Wealth Management | 227 | $27.0K | 0.03% | 00.0% | Unchanged |
| CVA Family Office, LLC | 308 | $29.0K | 0.02% | −95−23.6% | Reduced |
| BDO Wealth Advisors, LLC | 245 | $29.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 246 | $30.0K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 247 | $30.0K | 0.00% | 00.0% | Unchanged |
| Twin Tree Management, LP | 246 | $30.0K | 0.00% | +246 | New |
| Atlas Capital Advisors LLC | 269 | $32.3K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 275 | $33.0K | 0.01% | 00.0% | Unchanged |
| Pacitti Group Inc. | 295 | $35.0K | 0.02% | −65−18.1% | Reduced |
| M&R Capital Management Inc | 300 | $36.0K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 300 | $36.0K | 0.00% | −1,350−81.8% | Reduced |
| McIlrath & Eck, LLC | 305 | $37.0K | 0.01% | 00.0% | Unchanged |
| Alpha Paradigm Partners, LLC | 328 | $39.0K | 0.02% | +328 | New |
| Endurance Wealth Management, Inc. | 333 | $40.0K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 345 | $41.0K | 0.01% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 368 | $44.0K | 0.01% | +368 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 376 | $45.0K | 0.03% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 377 | $45.0K | 0.03% | +2+0.5% | Added |
| Itau Unibanco Holding S.A. | 406 | $49.0K | 0.00% | +406 | New |
| O'Dell Group, LLC | 410 | $49.0K | 0.02% | +410 | New |
| Versant Capital Management, Inc | 418 | $50.0K | 0.02% | −2−0.5% | Reduced |
| Selective Wealth Management, Inc. | 450 | $54.0K | 0.03% | +250+125.0% | Added |