| Stonebridge Capital Advisors LLC | 1 | $0 | 0.00% | +1 | New |
| Sterling Investment Advisors, Ltd. | 3 | $1.00K | 0.00% | −50−94.3% | Reduced |
| Lee Financial Co | 4 | $1.00K | 0.00% | −5−55.6% | Reduced |
| Evermay Wealth Management LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 3 | $1.00K | 0.00% | +3 | New |
| Edge Wealth Management LLC | 2 | $1.00K | 0.00% | +2 | New |
| Filbrandt Wealth Management, LLC | 3 | $1.00K | 0.00% | +3 | New |
| HighMark Wealth Management LLC | 6 | $2.00K | 0.00% | −4−40.0% | Reduced |
| Vigilant Capital Management, LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 10 | $3.00K | 0.00% | −15−60.0% | Reduced |
| Manchester Capital Management LLC | 9 | $3.00K | 0.00% | −10−52.6% | Reduced |
| Perkins Coie Trust Co | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 7 | $3.00K | 0.00% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 10 | $3.00K | 0.00% | +10 | New |
| Red Tortoise LLC | 17 | $3.00K | 0.00% | +17 | New |
| Financial Management Professionals, Inc. | 15 | $4.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 15 | $4.00K | 0.00% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 14 | $4.00K | 0.00% | +14 | New |
| Aspire Private Capital, LLC | 19 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ranger Investment Management, L.P. | 16 | $5.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 17 | $5.00K | 0.00% | +1+6.3% | Added |
| Twin Lakes Capital Management, LLC | 16 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 17 | $5.00K | 0.00% | +17 | New |
| Bogart Wealth, LLC | 16 | $5.00K | 0.00% | +16 | New |
| Activest Wealth Management | 17 | $5.00K | 0.00% | +17 | New |
| Howe & Rusling Inc | 22 | $6.00K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 22 | $6.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 21 | $6.00K | 0.00% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 22 | $6.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 21 | $6.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 21 | $6.05K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 26 | $7.00K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 25 | $7.00K | 0.00% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 26 | $7.00K | 0.00% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 26 | $7.00K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 24 | $7.00K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 24 | $7.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 27 | $8.00K | 0.00% | +4+17.4% | Added |
| TFC Financial Management | 28 | $8.00K | 0.00% | +8+40.0% | Added |
| Rockbridge Investment Management, LCC | 30 | $9.00K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 31 | $9.00K | 0.00% | +31 | New |
| JFS Wealth Advisors, LLC | 31 | $9.00K | 0.00% | +31 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 34 | $10.0K | 0.00% | −471−93.3% | Reduced |
| Corbenic Partners LLC | 33 | $10.0K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 41 | $11.0K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 40 | $12.0K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 40 | $12.0K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 42 | $12.1K | 0.00% | +2+5.0% | Added |
| Jacobi Capital Management LLC | 50 | $14.0K | 0.00% | −100−66.7% | Reduced |
| Smithfield Trust Co | 46 | $14.0K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 47 | $14.0K | 0.01% | +47 | New |
| Bedel Financial Consulting, Inc. | 51 | $15.0K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 55 | $16.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 58 | $17.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 59 | $17.0K | 0.01% | +59 | New |
| Asset Dedication, LLC | 63 | $18.0K | 0.00% | +63 | New |
| Earnest Partners LLC | 67 | $19.0K | 0.00% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 68 | $20.0K | 0.00% | +68 | New |
| Kowal Investment Group, LLC | 70 | $20.0K | 0.01% | +70 | New |
| JNBA Financial Advisors | 74 | $21.0K | 0.00% | +74 | New |
| Cascade Investment Advisors, Inc. | 75 | $21.6K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 78 | $22.0K | 0.01% | −4−4.9% | Reduced |
| Arlington Partners LLC | 78 | $22.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 83 | $24.0K | 0.01% | +19+29.7% | Added |
| Spectrum Management Group, LLC | 83 | $24.0K | 0.00% | +83 | New |
| Glassman Wealth Services | 87 | $25.0K | 0.01% | +5+6.1% | Added |
| Sonora Investment Management, LLC | 90 | $26.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 98 | $28.0K | 0.00% | +3+3.2% | Added |
| Covington Capital Management | 102 | $29.0K | 0.00% | +2+2.0% | Added |
| MV Capital Management, Inc. | 100 | $29.0K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 100 | $29.0K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 100 | $29.0K | 0.02% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 108 | $31.0K | 0.00% | +1+0.9% | Added |
| State of Wyoming | 110 | $32.0K | 0.02% | −96−46.6% | Reduced |
| Plante Moran Financial Advisors, LLC | 110 | $32.0K | 0.01% | +27+32.5% | Added |
| NVWM, LLC | 114 | $33.0K | 0.01% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 119 | $34.0K | 0.02% | 00.0% | Unchanged |
| First Quadrant L P | 118 | $34.0K | 0.00% | +118 | New |
| FourThought Financial, LLC | 123 | $35.0K | 0.00% | −20−14.0% | Reduced |
| Tradition Wealth Management, LLC | 124 | $36.0K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 132 | $38.0K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 132 | $38.0K | 0.01% | +19+16.8% | Added |
| Liberty Wealth Management LLC | 128 | $38.0K | 0.01% | +97+312.9% | Added |
| Kelly Financial Services LLC | 135 | $38.9K | 0.02% | −33,448−99.6% | Reduced |
| Pinnacle Bancorp, Inc. | 143 | $41.0K | 0.02% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 147 | $42.0K | 0.01% | +9+6.5% | Added |
| Resources Management Corp | 150 | $43.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 158 | $45.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 159 | $46.0K | 0.01% | −27−14.5% | Reduced |
| Altshuler Shaham Ltd | 158 | $46.0K | 0.00% | +158 | New |
| Lenox Wealth Advisors, LLC | 175 | $50.0K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 191 | $55.0K | 0.00% | +7+3.8% | Added |