| Proequities, Inc. | 6 | $0 | 0.00% | +4+200.0% | Added |
| Valley National Advisers Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, Inc. | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 17 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 8 | $0 | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 7 | $0 | 0.00% | −4−36.4% | Reduced |
| HHM Wealth Advisors, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 5 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 6 | $0 | 0.00% | +6 | New |
| Toronto Dominion Bank | 3 | $0 | 0.00% | +3 | New |
| Chilton Capital Management LLC | 2 | $0 | 0.00% | +2 | New |
| Covington Capital Management | 8 | $0 | 0.00% | +8 | New |
| Northwest Investment Counselors, LLC | 4 | $0 | 0.00% | +4 | New |
| Ahrens Investment Partners LLC | 6 | $0 | 0.00% | +6 | New |
| Snowden Capital Advisors LLC | 10 | $0 | 0.00% | +10 | New |
| Henrickson Nauta Wealth Advisors, Inc. | 4 | $0 | 0.00% | +4 | New |
| Cassady Schiller Wealth Management, LLC | 5 | $0 | 0.00% | +5 | New |
| Widmann Financial Services, Inc. | 11 | $0 | 0.00% | +11 | New |
| Confluence Wealth Services, Inc. | 5 | $0 | 0.00% | +5 | New |
| Fortitude Advisory Group L.L.C. | 2 | $0 | 0.00% | +2 | New |
| Atlas Capital Advisors LLC | 1 | $47 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 3 | $118 | 0.00% | +3 | New |
| Financial Perspectives, Inc | 11 | $520 | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 13 | $614 | 0.00% | +2+18.2% | Added |
| TD Waterhouse Canada Inc. | 14 | $656 | 0.00% | +14 | New |
| Global Financial Private Client, LLC | 19 | $898 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 20 | $945 | 0.00% | −8−28.6% | Reduced |
| Delta Asset Management LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 25 | $1.00K | 0.00% | +2+8.7% | Added |
| Massmutual Trust Co FSB | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 38 | $1.00K | 0.00% | +28+280.0% | Added |
| JNBA Financial Advisors | 11 | $1.00K | 0.00% | +1+10.0% | Added |
| Stonebridge Capital Advisors LLC | 18 | $1.00K | 0.00% | +6+50.0% | Added |
| Ellevest, Inc. | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 20 | $1.00K | 0.00% | +15+300.0% | Added |
| Umb Bank N A | 17 | $1.00K | 0.00% | +17 | New |
| Westside Investment Management, Inc. | 30 | $1.00K | 0.00% | +30 | New |
| Quent Capital, LLC | 16 | $1.00K | 0.00% | +16 | New |
| Tyler-Stone Wealth Management | 12 | $1.00K | 0.00% | +12 | New |
| Brown, Lisle/Cummings, Inc. | 22 | $1.04K | 0.00% | +22 | New |
| PFS Partners, LLC | 22 | $1.04K | 0.00% | +22 | New |
| First Community Trust NA | 28 | $1.32K | 0.00% | +28 | New |
| Sageworth Trust Co | 43 | $2.00K | 0.00% | −147−77.4% | Reduced |
| Creative Financial Designs Inc | 52 | $2.00K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 47 | $2.00K | 0.00% | +11+30.6% | Added |
| Parallel Advisors, LLC | 41 | $2.00K | 0.00% | +18+78.3% | Added |
| Pacifica Partners Inc. | 33 | $2.00K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 45 | $2.00K | 0.00% | +45 | New |
| Cambridge Trust Co | 41 | $2.00K | 0.00% | +41 | New |
| Horan Securities, Inc. | 40 | $2.00K | 0.00% | +40 | New |
| Rockbridge Investment Management, LCC | 47 | $2.00K | 0.00% | +47 | New |
| Zullo Investment Group, Inc. | 40 | $2.00K | 0.00% | +40 | New |
| Glen Eagle Advisors, LLC | 54 | $2.55K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 72 | $3.00K | 0.00% | −252−77.8% | Reduced |
| NEXT Financial Group, Inc | 59 | $3.00K | 0.00% | −89−60.1% | Reduced |
| Fifth Third Bancorp | 71 | $3.00K | 0.00% | +20+39.2% | Added |
| Lee Financial Co | 58 | $3.00K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 58 | $3.00K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 39 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 57 | $3.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 54 | $3.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 65 | $3.00K | 0.00% | +62+2,066.7% | Added |
| CoreCap Advisors, LLC | 54 | $3.00K | 0.00% | +54 | New |