| Coston, McIsaac & Partners | 10 | $0 | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 1 | $0 | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 1 | $0 | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 8 | $444 | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 27 | $1.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 26 | $1.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| FIL Ltd | 10 | $1.00K | 0.00% | +10 | New |
| HWG Holdings LP | 26 | $1.00K | 0.00% | +26 | New |
| Adirondack Retirement Specialists, Inc. | 10 | $1.00K | 0.00% | +10 | New |
| Delos Wealth Advisors, LLC | 14 | $1.00K | 0.00% | +14 | New |
| EdgeRock Capital LLC | 14 | $1.00K | 0.00% | +14 | New |
| Cetera Advisors LLC | 30,044 | $2.00K | 0.00% | +15,907+112.5% | Added |
| Winch Advisory Services, LLC | 41 | $2.00K | 0.00% | −35−46.1% | Reduced |
| Copeland Capital Management, LLC | 41 | $2.00K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| Absolute Capital Management, LLC | 43 | $2.36K | 0.00% | +43 | New |
| Tucker Asset Management LLC | 45 | $2.65K | 0.00% | +4+9.8% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 55 | $3.00K | 0.00% | −118−68.2% | Reduced |
| Western Pacific Wealth Management, LP | 70 | $3.00K | 0.00% | 00.0% | Unchanged |
| Norway Savings Bank | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 52 | $3.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 52 | $3.00K | 0.00% | +52 | New |
| Kelly Financial Services LLC | 67 | $3.67K | 0.00% | −20−23.0% | Reduced |
| Avion Wealth | 74 | $4.00K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 70 | $4.00K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 65 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 84,094 | $5.00K | 0.00% | +32,054+61.6% | Added |
| Bell Investment Advisors, Inc | 87 | $5.00K | 0.00% | −241−73.5% | Reduced |
| Peoples Financial Services Corp. | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 84 | $5.00K | 0.00% | −16−16.0% | Reduced |
| Lowe Wealth Advisors, LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Huber Capital Management LLC | 89 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 85 | $5.00K | 0.00% | +76+844.4% | Added |
| Siena Capital LLC | 112 | $6.00K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 117 | $6.00K | 0.00% | +117 | New |
| Thomas J. Herzfeld Advisors, Inc. | 135 | $7.00K | 0.00% | 00.0% | Unchanged |
| American Research & Management Co. | 125 | $7.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 123 | $7.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 121 | $7.00K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 130 | $7.13K | 0.00% | +47+56.6% | Added |
| WR Wealth Planners, LLC | 140 | $7.68K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 150 | $8.00K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 147 | $8.00K | 0.00% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 140 | $8.00K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 165 | $9.00K | 0.02% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 162 | $9.00K | 0.00% | +162 | New |
| Tompkins Financial Corp | 191 | $10.0K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 175 | $10.0K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 200 | $11.0K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 200 | $11.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 200 | $11.0K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 200 | $11.0K | 0.01% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 100 | $11.0K | 0.01% | 00.0% | Unchanged |
| Corsicana & Co. | 200 | $11.0K | 0.01% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 200 | $11.0K | 0.01% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 200 | $11.0K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 200 | $11.0K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 200 | $11.0K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 216 | $12.0K | 0.00% | −54−20.0% | Reduced |
| Mach-1 Financial Group, Inc. | 234 | $12.0K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 219 | $12.0K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 213 | $12.0K | 0.01% | +46+27.5% | Added |
| Tortoise Investment Management, LLC | 228 | $13.0K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 236 | $13.0K | 0.00% | +160+210.5% | Added |
| Front Row Advisors LLC | 248 | $14.0K | 0.01% | −218−46.8% | Reduced |
| Webster Bank, N. A. | 254 | $14.0K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 264 | $14.0K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 250 | $14.0K | 0.01% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 256 | $14.0K | 0.01% | −2−0.8% | Reduced |
| Financial Management Professionals, Inc. | 277 | $15.0K | 0.00% | −236−46.0% | Reduced |
| Axiom Investment Management LLC | 300 | $15.0K | 0.03% | +300 | New |
| Clear Investment Research, LLC | 280 | $15.0K | 0.03% | +280 | New |
| Old Second National Bank of Aurora | 300 | $16.0K | 0.00% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 300 | $16.0K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 300 | $16.0K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 286 | $16.0K | 0.00% | −22−7.1% | Reduced |
| MCF Advisors LLC | 300 | $16.0K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 300 | $16.0K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 302 | $17.0K | 0.01% | −55−15.4% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 318 | $17.0K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 290 | $17.0K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 313 | $17.0K | 0.02% | −3,287−91.3% | Reduced |
| Community Bank, N.A. | 302 | $17.0K | 0.00% | +302 | New |
| McClarren Financial Advisors, Inc. | 313 | $17.0K | 0.02% | +313 | New |
| Abound Wealth Management | 311 | $17.1K | 0.01% | +311 | New |
| Northwest Investment Counselors, LLC | 322 | $18.0K | 0.01% | −95−22.8% | Reduced |
| Surevest, LLC | 335 | $18.0K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 333 | $18.0K | 0.00% | +27+8.8% | Added |
| Harbor Investment Advisory, LLC | 350 | $19.0K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 348 | $19.0K | 0.00% | +2+0.6% | Added |