| Sargent Bickham Lagudis LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 5 | $1.00K | 0.00% | −20−80.0% | Reduced |
| Ci Investments Inc. | 3 | $1.00K | 0.00% | −3−50.0% | Reduced |
| Massmutual Trust Co FSB | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Capital Advisors, L.L.C. | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, 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 |
| Bell Investment Advisors, Inc | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 5 | $1.00K | 0.00% | +5 | New |
| MV Capital Management, Inc. | 2 | $1.00K | 0.00% | +2 | New |
| Schubert & Co | 4 | $1.00K | 0.00% | +4 | New |
| Lee Financial Co | 6 | $2.00K | 0.00% | −4−40.0% | Reduced |
| Andrew Hill Investment Advisors, Inc. | 10 | $2.00K | 0.00% | +10 | New |
| West Paces Advisors Inc. | 10 | $2.81K | 0.00% | −174−94.6% | Reduced |
| Howe & Rusling Inc | 10 | $3.00K | 0.00% | −3−23.1% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 11 | $3.00K | 0.03% | +11 | New |
| Missouri Trust & Investment Co | 10 | $3.00K | 0.00% | +10 | New |
| Stephens Consulting, LLC | 11 | $3.09K | 0.00% | +11 | New |
| Lindbrook Capital, LLC | 16 | $4.00K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 13 | $4.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 13 | $4.00K | 0.00% | +13 | New |
| Sofos Investments, Inc. | 281 | $5.00K | 0.00% | +281 | Added |
| Dark Forest Capital Management LP | 19 | $5.00K | 0.00% | −290−93.9% | Reduced |
| EverSource Wealth Advisors, LLC | 17 | $5.00K | 0.00% | +17 | New |
| SJS Investment Consulting Inc. | 19 | $5.00K | 0.00% | +19 | New |
| Versant Capital Management, Inc | 23 | $6.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 20 | $6.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 20 | $6.00K | 0.00% | +8+66.7% | Added |
| Farmers & Merchants Investments Inc | 22 | $6.00K | 0.00% | +22 | New |
| First Horizon Advisors, Inc. | 27 | $7.00K | 0.00% | −7−20.6% | Reduced |
| Covington Capital Management | 25 | $7.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 25 | $7.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 30 | $8.00K | 0.00% | −7−18.9% | Reduced |
| Earnest Partners LLC | 29 | $8.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 30 | $8.00K | 0.00% | +30 | New |
| Harbour Investments, Inc. | 35 | $10.0K | 0.00% | −589−94.4% | Reduced |
| Sageworth Trust Co | 36 | $10.0K | 0.00% | −124−77.5% | Reduced |
| Brown Brothers Harriman & Co | 36 | $10.0K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 35 | $10.0K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 34 | $10.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 39 | $11.0K | 0.00% | +39 | New |
| Glassman Wealth Services | 40 | $11.0K | 0.00% | +40 | New |
| Steward Partners Investment Advisory, LLC | 43 | $12.0K | 0.00% | −334−88.6% | Reduced |
| Penserra Capital Management LLC | 44 | $12.0K | 0.00% | −24−35.3% | Reduced |
| JFS Wealth Advisors, LLC | 44 | $12.0K | 0.00% | +4+10.0% | Added |
| Wagner Wealth Management, LLC | 42 | $12.0K | 0.01% | +42 | New |
| Sierra Capital LLC | 41 | $12.0K | 0.00% | +41 | New |
| Jones Financial Companies LLLP | 47 | $13.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 51 | $14.0K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 50 | $14.0K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 51 | $14.0K | 0.00% | +36+240.0% | Added |
| Northwest Investment Counselors, LLC | 50 | $14.0K | 0.00% | +50 | New |
| NEXT Financial Group, Inc | 52 | $15.0K | 0.00% | +2+4.0% | Added |
| Ellevest, Inc. | 54 | $15.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 57 | $16.0K | 0.00% | −17−23.0% | Reduced |
| Reilly Financial Advisors, LLC | 58 | $16.0K | 0.00% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 60 | $16.0K | 0.01% | +60 | New |
| TCI Wealth Advisors, Inc. | 61 | $17.0K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 61 | $17.0K | 0.01% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 60 | $17.0K | 0.00% | +60 | New |
| KB Financial Partners, LLC | 60 | $17.0K | 0.00% | +60 | New |
| Rise Advisors, LLC | 62 | $17.4K | 0.02% | +62 | New |
| Carmichael Hill & Associates, Inc. | 65 | $18.0K | 0.01% | 00.0% | Unchanged |
| Henrickson Nauta Wealth Advisors, Inc. | 79 | $18.0K | 0.01% | +79 | New |
| Private Capital Group, LLC | 68 | $19.0K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 69 | $19.4K | 0.01% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 70 | $20.0K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 70 | $20.0K | 0.00% | +20+40.0% | Added |
| Brewin Dolphin Ltd | 85 | $24.0K | 0.00% | −146−63.2% | Reduced |
| Quadrant Capital Group LLC | 89 | $25.0K | 0.00% | +40+81.6% | Added |
| Geneos Wealth Management Inc. | 100 | $28.0K | 0.00% | −25−20.0% | Reduced |
| BerganKDV Wealth Management, LLC | 100 | $28.0K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 100 | $28.0K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 100 | $28.0K | 0.02% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 100 | $28.0K | 0.00% | +100 | New |
| Tilia Fiduciary Partners, Inc. | 100 | $28.0K | 0.02% | +100 | New |
| Fortitude Advisory Group L.L.C. | 106 | $30.0K | 0.02% | +106 | New |
| Sageworth Trust Co of South Dakota | 119 | $33.0K | 0.05% | +119 | New |
| Confluence Wealth Services, Inc. | 120 | $33.0K | 0.01% | +120 | New |
| Horan Securities, Inc. | 122 | $34.0K | 0.02% | +122 | New |
| Spire Wealth Management | 124 | $35.0K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 124 | $35.0K | 0.01% | +114+1,140.0% | Added |
| Plante Moran Financial Advisors, LLC | 128 | $36.0K | 0.01% | −150−54.0% | Reduced |
| Umb Bank N A | 126 | $36.0K | 0.00% | +126 | New |
| Toth Financial Advisory Corp | 146 | $41.0K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 145 | $41.0K | 0.00% | +145 | New |
| Proequities, Inc. | 154 | $43.0K | 0.00% | 00.0% | Unchanged |
| IndexIQ Advisors LLC | 162 | $45.0K | 0.00% | +162 | New |
| Tobam | 164 | $46.0K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 189 | $53.0K | 0.04% | 00.0% | Unchanged |
| Optimum Investment Advisors | 200 | $56.0K | 0.02% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 200 | $56.0K | 0.03% | +200 | New |
| Hall Laurie J Trustee | 225 | $63.0K | 0.02% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 225 | $63.0K | 0.03% | 00.0% | Unchanged |
| Archer Investment Corp | 232 | $65.1K | 0.02% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 236 | $66.0K | 0.01% | +16+7.3% | Added |
| Whittier Trust Co of Nevada Inc | 250 | $70.0K | 0.00% | 00.0% | Unchanged |
