| Covestor Ltd | 9 | $0 | 0.00% | −90−90.9% | Reduced |
| Lee Financial Co | 8 | $0 | 0.00% | −50−86.2% | Reduced |
| Westside Investment Management, Inc. | 30 | $0 | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 10 | $0 | 0.00% | −27−73.0% | Reduced |
| Stonebridge Capital Advisors LLC | 9 | $0 | 0.00% | −6−40.0% | Reduced |
| Money Concepts Capital Corp | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 17 | $0 | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 12 | $0 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. 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 |
| Compagnie Lombard Odier SCmA | 39 | $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 |
| Glassman Wealth Services | 15 | $0 | 0.00% | +4+36.4% | Added |
| Zions Bancorporation, N.A. | 5 | $0 | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 13 | $0 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 13 | $0 | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 15 | $0 | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 12 | $0 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 12 | $0 | 0.00% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 10 | $0 | 0.00% | +10 | New |
| Bogart Wealth, LLC | 8 | $0 | 0.00% | +8 | New |
| First Command Advisory Services, Inc. | 3 | $0 | 0.00% | +3 | New |
| Stephens Consulting, LLC | 3 | $80 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 4 | $128 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 11 | $353 | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 12 | $385 | 0.00% | −1−7.7% | Reduced |
| TD Waterhouse Canada Inc. | 18 | $602 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 19 | $636 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 20 | $642 | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 22 | $706 | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 22 | $715 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 24 | $1.00K | 0.00% | −85−78.0% | Reduced |
| Spire Wealth Management | 19 | $1.00K | 0.00% | −26−57.8% | Reduced |
| Sageworth Trust Co of South Dakota | 37 | $1.00K | 0.00% | −26−41.3% | Reduced |
| Hazlett, Burt & Watson, Inc. | 31 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 41 | $1.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 43 | $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 |
| Horan Securities, Inc. | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 20 | $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 |
| Ronald Blue Trust, Inc. | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 18 | $1.00K | 0.00% | +18 | New |
| Almanack Investment Partners, LLC. | 20 | $1.00K | 0.00% | +20 | New |
| Cary Street Partners Asset Management LLC | 28 | $1.00K | 0.00% | +28 | New |
| Glen Eagle Advisors, LLC | 42 | $1.35K | 0.00% | −37−46.8% | Reduced |
| First Horizon Advisors, Inc. | 107 | $2.00K | 0.00% | −25−18.9% | Reduced |
| Lindbrook Capital, LLC | 75 | $2.00K | 0.00% | −5−6.3% | Reduced |
| Harbour Investments, Inc. | 72 | $2.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 52 | $2.00K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 49 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 48 | $2.00K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 58 | $2.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 51 | $2.00K | 0.00% | −8−13.6% | Reduced |
| High Net Worth Advisory Group LLC | 61 | $2.00K | 0.00% | −12−16.4% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 53 | $2.00K | 0.00% | +53 | New |
| Rockefeller Capital Management L.P. | 119 | $3.00K | 0.00% | −96−44.7% | Reduced |
| FourThought Financial, LLC | 95 | $3.00K | 0.00% | −25−20.8% | Reduced |
| Central Trust Co | 80 | $3.00K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 82 | $3.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 121 | $3.00K | 0.00% | +7+6.1% | Added |
| North Star Investment Management Corp. | 98 | $3.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 96 | $3.00K | 0.00% | +42+77.8% | Added |
| Parkside Financial Bank & Trust | 86 | $3.00K | 0.00% | +74+616.7% | Added |
| Smithfield Trust Co | 104 | $4.00K | 0.00% | −213−67.2% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 138 | $4.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 122 | $4.00K | 0.00% | −19−13.5% | Reduced |
| Huntington National Bank | 113 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 121 | $4.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 115 | $4.00K | 0.00% | +109+1,816.7% | Added |
| Signaturefd, LLC | 168 | $5.00K | 0.00% | +79+88.8% | Added |
| Montag A & Associates Inc | 150 | $5.00K | 0.00% | +144+2,400.0% | Added |
| Kistler-Tiffany Companies, LLC | 175 | $6.00K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 209 | $6.00K | 0.00% | +209 | New |