| GW&K Investment Management, LLC | 2 | $0 | 0.00% | −114−98.3% | Reduced |
| TCI Wealth Advisors, Inc. | 2 | $0 | 0.00% | −13−86.7% | Reduced |
| WestEnd Advisors, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 1 | $0 | 0.00% | +1 | New |
| Archer Investment Corp | 2 | $443 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 2 | $456 | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 5 | $1.00K | 0.00% | −36−87.8% | Reduced |
| PEAK6 Investments LLC | 3 | $1.00K | 0.00% | −2−40.0% | Reduced |
| Tompkins Financial Corp | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| American National Bank | 6 | $1.00K | 0.00% | +6 | New |
| Rosenberg Matthew Hamilton | 4 | $1.00K | 0.00% | +4 | New |
| SJS Investment Consulting Inc. | 3 | $1.00K | 0.00% | +3 | New |
| Abound Wealth Management | 6 | $1.33K | 0.00% | +6 | New |
| Bartlett & Co. Wealth Management LLC | 9 | $2.00K | 0.00% | −15−62.5% | Reduced |
| Bartlett & Co. LLC | 9 | $2.00K | 0.00% | −15−62.5% | Reduced |
| KB Financial Partners, LLC | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 11 | $2.00K | 0.00% | +3+37.5% | Added |
| Johnson Financial Group, Inc. | 10 | $2.00K | 0.00% | +5+100.0% | Added |
| Stonebridge Capital Advisors LLC | 10 | $2.00K | 0.00% | +4+66.7% | Added |
| Trust Co of Vermont | 10 | $2.00K | 0.00% | +10 | New |
| DT Investment Partners, LLC | 9 | $2.00K | 0.00% | +9 | New |
| Gradient Investments LLC | 9 | $2.00K | 0.00% | +9 | New |
| Center for Financial Planning, Inc. | 7 | $2.00K | 0.00% | +7 | New |
| Raffa Wealth Management, LLC | 11 | $2.44K | 0.00% | −3−21.4% | Reduced |
| Atlas Capital Advisors LLC | 12 | $2.66K | 0.00% | −50−80.6% | Reduced |
| West Branch Capital LLC | 14 | $3.00K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 18 | $4.00K | 0.00% | −245−93.2% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 20 | $4.00K | 0.00% | −13−39.4% | Reduced |
| BerganKDV Wealth Management, LLC | 19 | $4.00K | 0.00% | −8−29.6% | Reduced |
| Tower View Investment Management & Research LLC | 19 | $4.00K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 20 | $4.00K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 17 | $4.00K | 0.01% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 16 | $4.00K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 17 | $4.00K | 0.00% | +6+54.5% | Added |
| Capital Advisors, Ltd. LLC | 20 | $4.00K | 0.00% | +20 | New |
| Almanack Investment Partners, LLC. | 19 | $4.00K | 0.00% | +19 | New |
| Bogart Wealth, LLC | 17 | $4.00K | 0.00% | +17 | New |
| Householder Group Estate & Retirement Specialist, LLC | 21 | $4.00K | 0.00% | +21 | New |
| Capital Analysts, LLC | 22 | $5.00K | 0.00% | −1,339−98.4% | Reduced |
| Laurel Wealth Advisors LLC | 23 | $5.00K | 0.00% | −23−50.0% | Reduced |
| Front Row Advisors LLC | 22 | $5.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 22 | $5.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 28 | $6.00K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 28 | $6.00K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 25 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 25 | $6.00K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 25 | $6.00K | 0.00% | +11+78.6% | Added |
| Osterweis Capital Management Inc | 25 | $6.00K | 0.00% | +25 | New |
| Tradition Wealth Management, LLC | 25 | $6.00K | 0.00% | +25 | New |
| Sutton Wealth Advisors Inc. | 29 | $6.43K | 0.00% | −4−12.1% | Reduced |
| Solstein Capital, LLC | 33 | $7.00K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 36 | $8.00K | 0.00% | −4−10.0% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 37 | $8.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 37 | $8.00K | 0.00% | +13+54.2% | Added |
| Wolff Wiese Magana LLC | 42 | $9.00K | 0.01% | +1+2.4% | Added |
| Financial Management Professionals, Inc. | 39 | $9.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 40 | $9.00K | 0.00% | +13+48.1% | Added |
| Harvest Fund Management Co., Ltd | 41 | $9.00K | 0.00% | +17+70.8% | Added |
| Crewe Advisors LLC | 41 | $9.00K | 0.00% | +17+70.8% | Added |
| Plante Moran Financial Advisors, LLC | 40 | $9.00K | 0.00% | +18+81.8% | Added |
| Absolute Capital Management, LLC | 42 | $9.42K | 0.01% | +42 | New |
| Leonteq Securities AG | 44 | $9.76K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 46 | $10.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 45 | $10.0K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 46 | $10.0K | 0.01% | +16+53.3% | Added |
| Versant Capital Management, Inc | 43 | $10.0K | 0.00% | +12+38.7% | Added |
| WR Wealth Planners, LLC | 47 | $10.4K | 0.01% | −670−93.4% | Reduced |
| Bell Investment Advisors, Inc | 49 | $11.0K | 0.00% | −2−3.9% | Reduced |
| Annapolis Financial Services, LLC | 51 | $11.0K | 0.00% | +51 | New |
| Farmers & Merchants Investments Inc | 56 | $12.0K | 0.00% | +11+24.4% | Added |
| Whittier Trust Co of Nevada Inc | 60 | $13.0K | 0.00% | +4+7.1% | Added |
| Lindbrook Capital, LLC | 64 | $14.0K | 0.00% | −9−12.3% | Reduced |
| Emerald Advisers, LLC | 64 | $14.0K | 0.00% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 69 | $15.0K | 0.00% | −1−1.4% | Reduced |
| American Portfolios Advisors | 76 | $16.8K | 0.00% | 00.0% | Unchanged |
| Harding Loevner LP | 78 | $17.0K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 75 | $17.0K | 0.00% | 00.0% | Unchanged |
| Capital Directions Investment Advisors, LLC | 0 | $18.0K | 0.01% | −80−100.0% | Reduced |
| Key Financial Inc | 79 | $18.0K | 0.01% | +12+17.9% | Added |
| Quent Capital, LLC | 79 | $18.0K | 0.00% | +69+690.0% | Added |
| Massmutual Trust Co FSB | 85 | $19.0K | 0.00% | −40−32.0% | Reduced |
| Achmea Investment Management B.V. | 91 | $21.0K | 0.00% | −1,986−95.6% | Reduced |
| City Holding Co | 94 | $21.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 100 | $22.0K | 0.00% | −109−52.2% | Reduced |
| MV Capital Management, Inc. | 101 | $22.0K | 0.00% | +59+140.5% | Added |
| Group One Trading, L.P. | 100 | $22.0K | 0.00% | +100 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 106 | $23.0K | 0.00% | −500−82.5% | Reduced |
| Bangor Savings Bank | 104 | $23.0K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 104 | $23.1K | 0.00% | 00.0% | Unchanged |