| Sargent Bickham Lagudis LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2 | $553 | 0.00% | −13−86.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 2 | $553 | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 6 | $1.00K | 0.00% | −44−88.0% | Reduced |
| Kistler-Tiffany Companies, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 4 | $1.00K | 0.00% | −1−20.0% | Reduced |
| Enterprise Financial Services Corp | 3 | $1.00K | 0.00% | +3 | New |
| Tortoise Capital Advisors, L.L.C. | 2 | $1.00K | 0.00% | +2 | New |
| Financial Management Professionals, Inc. | 2 | $1.00K | 0.00% | +2 | New |
| Strategic Blueprint, LLC | 4 | $1.00K | 0.00% | +4 | New |
| Endurance Wealth Management, Inc. | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 8 | $2.00K | 0.00% | +8 | New |
| IFP Advisors, Inc | 12 | $3.00K | 0.00% | −384−97.0% | Reduced |
| RPG Investment Advisory, LLC | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Firestone Capital Management | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10 | $3.00K | 0.00% | +10 | New |
| Lee Financial Co | 10 | $3.00K | 0.00% | +10 | New |
| CX Institutional | 10 | $3.00K | 0.00% | +10 | New |
| Howe & Rusling Inc | 13 | $4.00K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 13 | $4.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 16 | $4.00K | 0.00% | +1+6.7% | Added |
| Institutional & Family Asset Management, LLC | 19 | $5.00K | 0.00% | −113−85.6% | Reduced |
| First Horizon Advisors, Inc. | 21 | $5.00K | 0.00% | +5+31.3% | Added |
| Parkside Financial Bank & Trust | 17 | $5.00K | 0.00% | +17 | New |
| Glassman Wealth Services | 17 | $5.00K | 0.00% | +17 | New |
| Newbridge Financial Services Group, Inc. | 20 | $6.00K | 0.00% | −10−33.3% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 20 | $6.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 23 | $6.00K | 0.00% | +6+35.3% | Added |
| Parisi Gray Wealth Management | 21 | $6.00K | 0.00% | +21 | New |
| SOA Wealth Advisors, LLC. | 25 | $6.00K | 0.00% | +25 | New |
| Cohen & Steers, Inc. | 26 | $7.00K | 0.00% | −8−23.5% | Reduced |
| Fieldpoint Private Securities, LLC | 25 | $7.00K | 0.00% | −5−16.7% | Reduced |
| McIlrath & Eck, LLC | 27 | $7.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 25 | $7.00K | 0.00% | 00.0% | Unchanged |
| Brendel Financial Advisors LLC | 26 | $7.00K | 0.00% | +26 | New |
| Assetmark, Inc | 29 | $8.00K | 0.00% | −1,883−98.5% | Reduced |
| Earnest Partners LLC | 29 | $8.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 30 | $8.00K | 0.00% | +30 | New |
| Gemmer Asset Management LLC | 34 | $9.00K | 0.00% | −15−30.6% | Reduced |
| Brown Brothers Harriman & Co | 36 | $10.0K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 35 | $10.0K | 0.00% | +15+75.0% | Added |
| Quadrant Capital Group LLC | 41 | $11.0K | 0.00% | −29−41.4% | Reduced |
| Jones Financial Companies LLLP | 47 | $13.0K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 50 | $13.0K | 0.00% | +50 | New |
| NEXT Financial Group, Inc | 51 | $14.0K | 0.00% | −20−28.2% | Reduced |
| AlphaMark Advisors, LLC | 50 | $14.0K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 55 | $15.0K | 0.00% | +49+816.7% | Added |
| Reilly Financial Advisors, LLC | 58 | $16.0K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 58 | $16.0K | 0.01% | +58 | New |
| Carolina Wealth Advisors, LLC | 61 | $17.0K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 65 | $18.0K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 68 | $18.0K | 0.00% | +68 | New |
| Global Financial Private Client, LLC | 69 | $19.0K | 0.01% | −242−77.8% | Reduced |
| Baldrige Asset Management LLC | 70 | $19.0K | 0.01% | +70 | New |
| GPS Wealth Strategies Group, LLC | 74 | $20.0K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 76 | $21.0K | 0.00% | −41−35.0% | Reduced |
| Cypress Capital, LLC | 79 | $22.0K | 0.02% | +24+43.6% | Added |
| Huntington National Bank | 79 | $22.0K | 0.00% | +79 | New |
| Horan Securities, Inc. | 85 | $23.0K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 83 | $23.0K | 0.01% | +70+538.5% | Added |
| Glen Eagle Advisors, LLC | 90 | $24.9K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 92 | $26.0K | 0.00% | −50−35.2% | Reduced |
| Meeder Asset Management Inc | 99 | $27.0K | 0.00% | +28+39.4% | Added |
| Orion Capital Management LLC | 100 | $28.0K | 0.02% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 100 | $28.0K | 0.00% | +100 | New |
| Lake Point Wealth Management | 100 | $28.0K | 0.01% | +100 | New |
| Geneos Wealth Management Inc. | 125 | $34.0K | 0.00% | −277−68.9% | Reduced |
| Plante Moran Financial Advisors, LLC | 128 | $35.0K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 146 | $40.0K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 154 | $43.0K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 160 | $44.0K | 0.00% | +160 | New |
| Tobam | 164 | $45.0K | 0.00% | 00.0% | Unchanged |
| Capital CS Group, LLC | 168 | $46.0K | 0.04% | −5,952−97.3% | Reduced |
| West Paces Advisors Inc. | 184 | $50.9K | 0.02% | +9+5.1% | Added |
| Baillie Gifford & Co | 190 | $53.0K | 0.00% | −10−5.0% | Reduced |
| Optimum Investment Advisors | 200 | $55.0K | 0.02% | +100+100.0% | Added |
| Credit Agricole S A | 221 | $61.0K | 0.00% | −417−65.4% | Reduced |
| CastleArk Alternatives, LLC | 220 | $61.0K | 0.72% | −220−50.0% | Reduced |
| Tradewinds Capital Management, LLC | 220 | $61.0K | 0.01% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 225 | $62.0K | 0.02% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 225 | $62.0K | 0.03% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 226 | $62.5K | 0.00% | +28+14.1% | Added |
| Signaturefd, LLC | 234 | $65.0K | 0.00% | +18+8.3% | Added |
| Archer Investment Corp | 242 | $66.9K | 0.03% | +80+49.4% | Added |
| GVO Asset Management Ltd | 265 | $73.0K | 0.06% | +265 | New |
| Clearview Wealth Advisors LLC | 273 | $75.0K | 0.05% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 294 | $81.0K | 0.00% | −11−3.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 293 | $81.0K | 0.00% | +98+50.3% | Added |
| Fifth Third Bancorp | 298 | $82.0K | 0.00% | +18+6.4% | Added |
| Whittier Trust Co of Nevada Inc | 300 | $83.0K | 0.00% | −10−3.2% | Reduced |
| AllSquare Wealth Management LLC | 300 | $83.0K | 0.05% | +85+39.5% | Added |
| Highlander Capital Management, LLC | 300 | $83.0K | 0.04% | +100+50.0% | Added |
| Northwestern Mutual Wealth Management Co | 304 | $84.0K | 0.00% | −168−35.6% | Reduced |
| TFC Financial Management | 342 | $95.0K | 0.03% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 369 | $102.0K | 0.01% | −8−2.1% | Reduced |