| Center for Financial Planning, Inc. | 1 | $0 | 0.00% | +1 | New |
| Salem Investment Counselors Inc | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 6 | $1.00K | 0.00% | +6 | New |
| Candriam Luxembourg S.C.A. | 10 | $1.00K | 0.00% | +10 | New |
| PEAK6 Investments LLC | 4 | $1.00K | 0.00% | +4 | New |
| Perennial Advisors, LLC | 16 | $2.00K | 0.00% | −30−65.2% | Reduced |
| Rocky Mountain Advisers, LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| PNC Managed Account Solutions, Inc. | 17 | $2.00K | 0.00% | +17 | New |
| Alaethes Wealth LLC | 15 | $2.00K | 0.00% | +15 | New |
| Bartlett & Co. Wealth Management LLC | 16 | $2.25K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 18 | $3.00K | 0.00% | +18 | New |
| Solstein Capital, LLC | 20 | $3.00K | 0.00% | +20 | New |
| Newbridge Financial Services Group, Inc. | 28 | $4.00K | 0.00% | +18+180.0% | Added |
| Manchester Capital Management LLC | 29 | $4.00K | 0.00% | +29 | New |
| Cranbrook Wealth Management, LLC | 38 | $5.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 36 | $5.00K | 0.00% | 00.0% | Unchanged |
| Firestone Capital Management | 37 | $5.00K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 35 | $5.00K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 34 | $5.00K | 0.00% | −1−2.9% | Reduced |
| Rockbridge Investment Management, LCC | 45 | $6.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 43 | $6.00K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 43 | $6.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 40 | $6.00K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 46 | $6.46K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 53 | $7.00K | 0.00% | 00.0% | Unchanged |
| Eubel Brady & Suttman Asset Management Inc | 59 | $7.00K | 0.00% | +59 | New |
| Private Ocean, LLC | 50 | $7.00K | 0.00% | +50 | New |
| Anchor Investment Management, LLC | 50 | $7.02K | 0.00% | −50−50.0% | Reduced |
| Gemmer Asset Management LLC | 60 | $8.00K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 55 | $8.00K | 0.00% | +10+22.2% | Added |
| Sargent Bickham Lagudis LLC | 57 | $8.00K | 0.00% | +57 | New |
| West Paces Advisors Inc. | 59 | $8.29K | 0.00% | +59 | New |
| Evoke Wealth, LLC | 63 | $9.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 65 | $9.00K | 0.01% | 00.0% | Unchanged |
| Paragon Wealth Strategies, LLC | 63 | $9.00K | 0.00% | +63 | New |
| Financial Management Professionals, Inc. | 73 | $10.0K | 0.00% | +1+1.4% | Added |
| BNP Paribas Arbitrage, SA | 72 | $10.1K | 0.00% | −342−82.6% | Reduced |
| Riggs Asset Managment Co. Inc. | 80 | $11.0K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 75 | $11.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 75 | $11.0K | 0.00% | +74+7,400.0% | Added |
| Geneos Wealth Management Inc. | 90 | $12.0K | 0.00% | −16−15.1% | Reduced |
| Cordasco Financial Network | 84 | $12.0K | 0.01% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 85 | $12.0K | 0.00% | +85 | New |
| Raffa Wealth Management, LLC | 92 | $12.9K | 0.00% | −15−14.0% | Reduced |
| Ancora Advisors, LLC | 100 | $14.0K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 97 | $14.0K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 105 | $15.0K | 0.01% | 00.0% | Unchanged |
| Eukles Asset Management | 111 | $16.0K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 115 | $16.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 115 | $16.0K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 136 | $17.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 118 | $17.0K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 118 | $17.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 114 | $17.0K | 0.00% | +68+147.8% | Added |
| Financial Perspectives, Inc | 125 | $17.6K | 0.01% | −15,224−99.2% | Reduced |
| Creative Financial Designs Inc | 132 | $18.0K | 0.00% | +1+0.8% | Added |
| CoreFirst Bank & Trust | 136 | $19.0K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 140 | $19.7K | 0.01% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 144 | $20.0K | 0.00% | 00.0% | Unchanged |
| Savior LLC | 139 | $20.0K | 0.02% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 148 | $20.0K | 0.01% | +148 | New |
| Endurance Wealth Management, Inc. | 156 | $21.0K | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 150 | $21.0K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 146 | $21.0K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 150 | $21.0K | 0.02% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 159 | $22.0K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 154 | $22.0K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 157 | $22.0K | 0.01% | +70+80.5% | Added |
| Norway Savings Bank | 165 | $23.0K | 0.01% | 00.0% | Unchanged |
| Hudock, Inc. | 180 | $25.0K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 184 | $26.0K | 0.01% | +15+8.9% | Added |
| Lenox Wealth Advisors, LLC | 193 | $27.0K | 0.00% | −27−12.3% | Reduced |
| First Horizon Advisors, Inc. | 199 | $27.0K | 0.00% | +51+34.5% | Added |
| Toth Financial Advisory Corp | 200 | $28.0K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 200 | $28.0K | 0.00% | 00.0% | Unchanged |
| Security National Trust Co | 200 | $28.0K | 0.01% | 00.0% | Unchanged |
| Credit Agricole S A | 200 | $28.0K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 200 | $28.0K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 203 | $29.0K | 0.03% | 00.0% | Unchanged |
| Ninety One UK Ltd | 203 | $29.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 210 | $29.0K | 0.00% | +49+30.4% | Added |
| Trustcore Financial Services, LLC | 204 | $29.0K | 0.00% | +132+183.3% | Added |
| Sandy Spring Bank | 216 | $30.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 214 | $30.0K | 0.01% | +214 | New |
| FinTrust Capital Advisors, LLC | 220 | $31.0K | 0.01% | −20−8.3% | Reduced |
| Bellevue Asset Management, LLC | 223 | $31.0K | 0.02% | 00.0% | Unchanged |
| Howe & Rusling Inc | 226 | $32.0K | 0.00% | −21−8.5% | Reduced |
| Harbour Investments, Inc. | 238 | $34.0K | 0.00% | +34+16.7% | Added |
| Carroll Financial Associates, Inc. | 265 | $37.0K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 267 | $37.0K | 0.01% | +3+1.1% | Added |
| Wealth Quarterback LLC | 267 | $38.0K | 0.02% | +267 | New |
| Sonora Investment Management, LLC | 294 | $41.0K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 300 | $42.0K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 300 | $42.0K | 0.01% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 306 | $43.0K | 0.01% | +97+46.4% | Added |
| Whittier Trust Co of Nevada Inc | 316 | $44.0K | 0.00% | 00.0% | Unchanged |