| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 7 | $0 | 0.00% | −88−92.6% | Reduced |
| Farmers & Merchants Investments Inc | 9 | $0 | 0.00% | −66−88.0% | Reduced |
| Arkadios Wealth Advisors | 3 | $0 | 0.00% | −68−95.8% | Reduced |
| Gradient Investments LLC | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Advocacy Wealth Management Services, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1 | $0 | 0.00% | −1−50.0% | Reduced |
| Crescent Capital Consulting, LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1 | $0 | 0.00% | −3−75.0% | Reduced |
| Laurel Wealth Advisors LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Klaas Financial Asset Advisors, LLC | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 10 | $0 | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1 | $0 | 0.00% | +1 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10 | $0 | 0.00% | +10 | New |
| Cribstone Capital Management, LLC | 3 | $0 | 0.00% | +3 | New |
| O'Dell Group, LLC | 6 | $0 | 0.00% | +6 | New |
| Heritage Wealth Management, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 2 | $91 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 2 | $100 | 0.00% | +2 | New |
| Financial Perspectives, Inc | 5 | $226 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 6 | $271 | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 11 | $498 | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 18 | $814 | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 18 | $1.00K | 0.00% | −30−62.5% | Reduced |
| Asset Dedication, LLC | 20 | $1.00K | 0.00% | −27−57.4% | Reduced |
| Kistler-Tiffany Companies, LLC | 33 | $1.00K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 27 | $1.00K | 0.00% | −11−28.9% | Reduced |
| First Bank & Trust | 33 | $1.00K | 0.00% | 00.0% | Unchanged |
| BBVA USA | 17 | $1.00K | 0.00% | −1−5.6% | Reduced |
| Atwood & Palmer Inc | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Security National Trust Co | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 29 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 27 | $1.00K | 0.00% | +13+92.9% | Added |
| Endurance Wealth Management, Inc. | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 32 | $1.00K | 0.00% | +4+14.3% | Added |
| Aspire Private Capital, LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 22 | $1.00K | 0.00% | +11+100.0% | Added |
| Firestone Capital Management | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 27 | $1.00K | 0.00% | 00.0% | Unchanged |
| Filbrandt Wealth Management, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 26 | $1.00K | 0.00% | +7+36.8% | Added |
| Salem Investment Counselors Inc | 29 | $1.00K | 0.00% | +29 | New |
| Tompkins Financial Corp | 15 | $1.00K | 0.00% | +15 | New |
| Cordant, Inc. | 14 | $1.00K | 0.00% | +14 | New |
| Robbins Farley LLC | 19 | $1.00K | 0.00% | +19 | New |
| Brewin Dolphin Ltd | 43 | $1.95K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 54 | $2.00K | 0.00% | −53−49.5% | Reduced |
| South State Corp. | 46 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 46 | $2.00K | 0.00% | 00.0% | Unchanged |