| Mach-1 Financial Group, Inc. | 3 | $0 | 0.00% | +3 | New |
| Longfellow Investment Management Co LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 4 | $1.00K | 0.00% | −3−42.9% | Reduced |
| Prestige Wealth Management Group LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 4 | $1.00K | 0.00% | +4 | New |
| Ellevest, Inc. | 4 | $1.00K | 0.00% | +4 | New |
| BDO Wealth Advisors, LLC | 3 | $1.00K | 0.00% | +3 | New |
| Raffa Wealth Management, LLC | 8 | $1.35K | 0.00% | +4+100.0% | Added |
| Sutton Wealth Advisors Inc. | 8 | $1.35K | 0.00% | +8 | New |
| Eagle Bay Advisors LLC | 9 | $2.00K | 0.00% | −19−67.9% | Reduced |
| Clearstead Advisors, LLC | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 9 | $2.00K | 0.00% | +1+12.5% | Added |
| Blue Bell Private Wealth Management, LLC | 10 | $2.00K | 0.00% | +10 | New |
| Mascoma Wealth Management LLC | 13 | $2.00K | 0.00% | +13 | New |
| Schubert & Co | 14 | $2.00K | 0.00% | +14 | New |
| Tyler-Stone Wealth Management | 10 | $2.00K | 0.00% | +10 | New |
| First Manhattan Co | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 16 | $3.00K | 0.00% | +2+14.3% | Added |
| Toth Financial Advisory Corp | 20 | $3.00K | 0.00% | +20 | New |
| JFS Wealth Advisors, LLC | 16 | $3.00K | 0.00% | +16 | New |
| Sugarloaf Wealth Management, LLC | 20 | $3.00K | 0.00% | +20 | New |
| Koshinski Asset Management, Inc. | 19 | $3.21K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 19 | $3.21K | 0.00% | +3+18.8% | Added |
| Manchester Capital Management LLC | 29 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 28 | $5.00K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 30 | $5.00K | 0.00% | +5+20.0% | Added |
| Addison Advisors LLC | 31 | $5.00K | 0.00% | +31 | New |
| Regency Capital Management Inc. | 27 | $5.00K | 0.00% | +27 | New |
| Jones Financial Companies LLLP | 37 | $6.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 35 | $6.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 34 | $6.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 41 | $7.00K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 42 | $7.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 45 | $7.00K | 0.00% | +14+45.2% | Added |
| Gilder Gagnon Howe & Co LLC | 43 | $7.00K | 0.00% | +24+126.3% | Added |
| Motley Fool Asset Management LLC | 42 | $7.00K | 0.00% | +42 | New |
| Thompson Siegel & Walmsley LLC | 49 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 49 | $8.00K | 0.00% | +49 | New |
| Glassman Wealth Services | 53 | $9.00K | 0.00% | +18+51.4% | Added |
| Spectrum Management Group, LLC | 55 | $9.00K | 0.00% | +55 | New |
| Sound Income Strategies, LLC | 60 | $10.0K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 65 | $11.0K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 63 | $11.0K | 0.00% | −645−91.1% | Reduced |
| Baillie Gifford & Co | 63 | $11.0K | 0.00% | −13−17.1% | Reduced |
| Vigilant Capital Management, LLC | 67 | $11.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 68 | $12.0K | 0.00% | −31−31.3% | Reduced |
| Bell Investment Advisors, Inc | 75 | $13.0K | 0.00% | +2+2.7% | Added |
| Smithfield Trust Co | 80 | $14.0K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 83 | $14.0K | 0.01% | +83 | New |
| Retirement Planning Co of New England, Inc. | 89 | $15.0K | 0.01% | +89 | New |
| Private Capital Group, LLC | 94 | $16.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 92 | $16.0K | 0.00% | +2+2.2% | Added |
| Glen Eagle Advisors, LLC | 100 | $16.9K | 0.00% | +100 | New |
| HM Payson & Co | 100 | $17.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 99 | $17.0K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 100 | $17.0K | 0.01% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 100 | $17.0K | 0.02% | +46+85.2% | Added |
| Northwest Investment Counselors, LLC | 100 | $17.0K | 0.00% | +100 | New |
| Ahrens Investment Partners LLC | 100 | $17.0K | 0.01% | +100 | New |
| Zullo Investment Group, Inc. | 100 | $17.0K | 0.01% | +100 | New |
| Whittier Trust Co of Nevada Inc | 105 | $18.0K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 115 | $19.0K | 0.01% | +115 | New |
| Fortitude Advisory Group L.L.C. | 124 | $21.0K | 0.01% | +124 | New |
| Brown Brothers Harriman & Co | 138 | $23.0K | 0.00% | −115−45.5% | Reduced |
| IFP Advisors, Inc | 140 | $25.0K | 0.00% | −648−82.2% | Reduced |
| Sofos Investments, Inc. | 338 | $26.0K | 0.00% | +338 | Added |
| KRS Capital Management, LLC | 155 | $26.0K | 0.02% | +155 | New |
| Lindbrook Capital, LLC | 158 | $27.0K | 0.00% | +37+30.6% | Added |
| Gemmer Asset Management LLC | 166 | $28.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 185 | $31.0K | 0.00% | +30+19.4% | Added |
| Fieldpoint Private Securities, LLC | 190 | $32.0K | 0.01% | +15+8.6% | Added |
| Snowden Capital Advisors LLC | 200 | $33.0K | 0.00% | +200 | New |
| CWM, LLC | 200 | $34.0K | 0.00% | +200 | New |
| Tilia Fiduciary Partners, Inc. | 203 | $34.0K | 0.03% | +203 | New |
| Tobam | 214 | $36.0K | 0.00% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 213 | $36.0K | 0.01% | +213 | New |
| Parallel Advisors, LLC | 227 | $38.0K | 0.00% | +1+0.4% | Added |
| Umb Bank N A | 242 | $41.0K | 0.00% | +242 | New |
| DB Wealth Management Group, LLC | 275 | $47.0K | 0.03% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 281 | $48.0K | 0.00% | −262−48.3% | Reduced |
| Simon Quick Advisors, LLC | 283 | $48.0K | 0.01% | −132−31.8% | Reduced |
| Plante Moran Financial Advisors, LLC | 284 | $48.0K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 286 | $48.0K | 0.01% | +286 | New |
| Harbor Investment Advisory, LLC | 305 | $52.0K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 364 | $61.6K | 0.00% | +356+4,450.0% | Added |
| Castleview Partners, LLC | 10,486 | $62.0K | 0.00% | +10,486 | New |
| Covestor Ltd | 364 | $62.0K | 0.09% | +364 | New |
| C M Bidwell & Associates Ltd | 370 | $63.0K | 0.04% | +370 | New |
| EverSource Wealth Advisors, LLC | 370 | $63.0K | 0.02% | +370 | New |
| FourThought Financial, LLC | 391 | $66.0K | 0.01% | −18−4.4% | Reduced |
| JJJ Advisors Inc. | 411 | $70.0K | 0.02% | +12+3.0% | Added |
| NVWM, LLC | 425 | $72.0K | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 450 | $76.0K | 0.01% | +51+12.8% | Added |
| Fifth Third Bancorp | 467 | $79.0K | 0.00% | +7+1.5% | Added |
| Howe & Rusling Inc | 501 | $85.0K | 0.01% | −21−4.0% | Reduced |
| Covington Capital Management | 510 | $86.0K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 508 | $86.0K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 602 | $101.0K | 0.01% | −117−16.3% | Reduced |