| Glassman Wealth Services | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 18 | $1.28K | 0.00% | +18 | New |
| Raffa Wealth Management, LLC | 28 | $1.99K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 26 | $2.00K | 0.00% | −213−89.1% | Reduced |
| Bell Investment Advisors, Inc | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 23 | $2.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 23 | $2.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 23 | $2.00K | 0.00% | +23 | New |
| Schubert & Co | 34 | $2.00K | 0.00% | +34 | New |
| Andrew Hill Investment Advisors, Inc. | 33 | $2.00K | 0.00% | +33 | New |
| TCI Wealth Advisors, Inc. | 44 | $3.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 46 | $3.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 48 | $3.00K | 0.00% | +48 | New |
| Zullo Investment Group, Inc. | 44 | $3.00K | 0.00% | +44 | New |
| American Portfolios Advisors | 55 | $3.92K | 0.00% | +20+57.1% | Added |
| Semmax Financial Advisors Inc. | 61 | $4.00K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 53 | $4.00K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 52 | $4.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 51 | $4.00K | 0.00% | +11+27.5% | Added |
| Umb Bank N A | 51 | $4.00K | 0.00% | +51 | New |
| Blue Bell Private Wealth Management, LLC | 50 | $4.00K | 0.00% | +50 | New |
| JFS Wealth Advisors, LLC | 57 | $4.00K | 0.00% | +57 | New |
| Tilia Fiduciary Partners, Inc. | 60 | $4.00K | 0.00% | +60 | New |
| Asset Dedication, LLC | 74 | $5.00K | 0.00% | −180−70.9% | Reduced |
| Harbor Investment Advisory, LLC | 66 | $5.00K | 0.00% | −100−60.2% | Reduced |
| BerganKDV Wealth Management, LLC | 73 | $5.00K | 0.00% | +1+1.4% | Added |
| Washington Trust Advisors, Inc. | 74 | $5.00K | 0.00% | +74 | New |
| Benjamin F. Edwards & Company, Inc. | 80 | $6.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 79 | $6.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 89 | $6.00K | 0.00% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 105 | $7.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 102 | $7.00K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 94 | $7.00K | 0.00% | +76+422.2% | Added |
| Horan Securities, Inc. | 100 | $7.00K | 0.00% | +100 | New |
| Cascade Investment Advisors, Inc. | 100 | $7.10K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 125 | $8.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 107 | $8.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 108 | $8.00K | 0.00% | +1+0.9% | Added |
| Koshinski Asset Management, Inc. | 114 | $8.09K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 122 | $9.00K | 0.00% | +122 | New |
| Providence Capital Advisors, LLC | 135 | $10.0K | 0.00% | +135 | New |
| Center for Financial Planning, Inc. | 149 | $11.0K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 158 | $11.0K | 0.01% | +1+0.6% | Added |
| TD Private Client Wealth LLC | 164 | $11.6K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 177 | $13.0K | 0.00% | −593−77.0% | Reduced |
| Private Capital Group, LLC | 178 | $13.0K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 188 | $13.0K | 0.00% | +188 | New |
| Central Trust Co | 200 | $14.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 221 | $16.0K | 0.00% | −15−6.4% | Reduced |
| Lindbrook Capital, LLC | 230 | $16.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 232 | $16.0K | 0.01% | +1+0.4% | Added |
| Parallel Advisors, LLC | 222 | $16.0K | 0.00% | +58+35.4% | Added |
| Quent Capital, LLC | 244 | $17.0K | 0.00% | +244 | New |
| Bedel Financial Consulting, Inc. | 250 | $18.0K | 0.01% | 00.0% | Unchanged |
| Cambridge Trust Co | 250 | $18.0K | 0.00% | +250 | New |
| Clearview Wealth Advisors LLC | 274 | $19.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 271 | $21.0K | 0.00% | +1+0.4% | Added |
| Snowden Capital Advisors LLC | 307 | $21.0K | 0.00% | +307 | New |
| Anchor Investment Management, LLC | 300 | $21.3K | 0.00% | 00.0% | Unchanged |
| Schroder Investment Management Group | 303 | $22.0K | 0.00% | +125+70.2% | Added |
| Gemmer Asset Management LLC | 329 | $23.0K | 0.00% | 00.0% | Unchanged |
| Kings Point Capital Management | 322 | $23.0K | 0.00% | +322 | New |
| Ellevest, Inc. | 361 | $26.0K | 0.00% | +79+28.0% | Added |
| Covestor Ltd | 360 | $26.0K | 0.04% | +360 | New |
| Brown Brothers Harriman & Co | 393 | $28.0K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 400 | $28.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 393 | $28.0K | 0.00% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 467 | $33.0K | 0.00% | +467 | New |
| Charter Oak Capital Management, LLC | 460 | $33.0K | 0.00% | +460 | New |
| Carroll Financial Associates, Inc. | 500 | $35.0K | 0.00% | −31−5.8% | Reduced |
| Cassady Schiller Wealth Management, LLC | 500 | $35.0K | 0.02% | +500 | New |
| BDO Wealth Advisors, LLC | 508 | $36.0K | 0.00% | +2+0.4% | Added |
| Fieldpoint Private Securities, LLC | 538 | $38.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 548 | $39.0K | 0.00% | +119+27.7% | Added |
| First Command Financial Services, Inc. | 556 | $39.0K | 0.01% | +556 | New |
| Column Capital Advisors, LLC | 594 | $42.0K | 0.01% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 586 | $42.0K | 0.06% | +586 | New |
| Aquatic Capital Management LLC | 700 | $50.0K | 0.10% | +700 | New |
| Tobam | 749 | $53.0K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 750 | $53.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 823 | $58.0K | 0.00% | +120+17.1% | Added |
| Patriot Financial Group Insurance Agency, LLC | 841 | $60.0K | 0.01% | +4+0.5% | Added |
| TD Waterhouse Canada Inc. | 900 | $63.9K | 0.00% | +900 | New |
| Nomura Asset Management Co Ltd | 990 | $70.3K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 1,060 | $75.0K | 0.01% | −8−0.7% | Reduced |
| Twin Tree Management, LP | 1,051 | $75.0K | 0.00% | +1,051 | New |
| NEXT Financial Group, Inc | 1,137 | $81.0K | 0.01% | +285+33.5% | Added |
| Proequities, Inc. | 1,167 | $83.0K | 0.00% | +535+84.7% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 1,288 | $91.0K | 0.00% | −7,735−85.7% | Reduced |
| Gables Capital Management Inc. | 1,312 | $93.0K | 0.06% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,350 | $96.0K | 0.00% | +175+14.9% | Added |
| Barrett Asset Management, LLC | 1,450 | $103.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,474 | $104.0K | 0.00% | −103−6.5% | Reduced |
| Mystic Asset Management, Inc. | 1,500 | $106.0K | 0.05% | +1,500 | New |