| Syverson Strege & Co | 1 | $0 | 0.00% | +1 | New |
| Guidance Point Advisors, LLC | 2 | $0 | 0.00% | +2 | New |
| WestEnd Advisors, LLC | – | $282 | 0.00% | – | – |
| Global Financial Private Client, LLC | 2 | $568 | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 3 | $1.00K | 0.00% | −75−96.2% | Reduced |
| Rockbridge Investment Management, LCC | 5 | $1.00K | 0.00% | −15−75.0% | Reduced |
| Bogart Wealth, LLC | 5 | $1.00K | 0.00% | −10−66.7% | Reduced |
| TSFG, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 2 | $1.00K | 0.00% | −3−60.0% | Reduced |
| First National Bank of South Miami | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 5 | $1.00K | 0.00% | +5 | New |
| Aspire Private Capital, LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Spectrum Management Group, LLC | 8 | $2.00K | 0.00% | +8 | New |
| Financial Perspectives, Inc | 8 | $2.26K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 9 | $3.00K | 0.00% | +9 | New |
| Longfellow Investment Management Co LLC | 13 | $4.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 13 | $4.00K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 17 | $5.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 17 | $5.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 17 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 22 | $6.00K | 0.00% | 00.0% | Unchanged |
| Norway Savings Bank | 20 | $6.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 24 | $7.00K | 0.00% | −105−81.4% | Reduced |
| Salem Investment Counselors Inc | 25 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bray Capital Advisors | 25 | $7.00K | 0.00% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 26 | $7.00K | 0.01% | 00.0% | Unchanged |
| Advanced Research Investment Solutions, LLC | 25 | $7.08K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 30 | $8.00K | 0.00% | −44−59.5% | Reduced |
| Blume Capital Management, Inc. | 28 | $8.00K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 29 | $8.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 30 | $8.00K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 27 | $8.00K | 0.01% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 30 | $8.00K | 0.00% | +30 | New |
| Kowal Investment Group, LLC | 30 | $8.00K | 0.00% | +30 | New |
| Raffa Wealth Management, LLC | 31 | $8.77K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 31 | $9.00K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 33 | $9.00K | 0.01% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 37 | $10.0K | 0.01% | −75−67.0% | Reduced |
| Evoke Wealth, LLC | 38 | $10.0K | 0.00% | −12−24.0% | Reduced |
| Prestige Wealth Management Group LLC | 37 | $10.0K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 35 | $10.0K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 36 | $10.0K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 36 | $10.0K | 0.00% | +36 | New |
| Webster Bank, N. A. | 39 | $11.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 40 | $11.0K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 40 | $11.0K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 46 | $13.0K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 46 | $13.0K | 0.00% | −1−2.1% | Reduced |
| Joseph P. Lucia & Associates, LLC | 46 | $13.0K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 46 | $13.0K | 0.00% | +46 | New |
| Massmutual Trust Co FSB | 50 | $14.0K | 0.00% | −10,998−99.5% | Reduced |
| Wealth Quarterback LLC | 49 | $14.0K | 0.01% | −6−10.9% | Reduced |
| Tradewinds Capital Management, LLC | 50 | $14.0K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 50 | $14.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 48 | $14.0K | 0.00% | +8+20.0% | Added |
| Gerber Kawasaki Wealth & Investment Management | 50 | $14.0K | 0.00% | +50 | New |
| Seeyond | 55 | $15.0K | 0.00% | −7,752−99.3% | Reduced |
| South State Corp. | 52 | $15.0K | 0.00% | −40−43.5% | Reduced |
| Penserra Capital Management LLC | 54 | $15.0K | 0.00% | +4+8.0% | Added |
| Pflug Koory, LLC | 57 | $16.0K | 0.01% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 55 | $16.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 56 | $16.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 55 | $16.0K | 0.00% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 54 | $16.0K | 0.00% | +54 | New |
| Retirement Group, LLC | 59 | $17.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 60 | $17.0K | 0.00% | +14+30.4% | Added |
| SOA Wealth Advisors, LLC. | 67 | $18.0K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 64 | $18.0K | 0.00% | +17+36.2% | Added |
| BerganKDV Wealth Management, LLC | 66 | $19.0K | 0.00% | −48−42.1% | Reduced |
| Pacific Center for Financial Services | 71 | $20.0K | 0.01% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 71 | $20.0K | 0.00% | +71 | New |
| Country Trust Bank | 74 | $21.0K | 0.00% | −96,932−99.9% | Reduced |
| Albion Financial Group | 75 | $21.0K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 75 | $21.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 75 | $21.0K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 77 | $22.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 78 | $22.0K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 80 | $22.6K | 0.03% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 82 | $23.0K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 82 | $23.0K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 80 | $23.0K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 86 | $24.0K | 0.00% | −825−90.6% | Reduced |
| Stonebridge Capital Advisors LLC | 84 | $24.0K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 84 | $24.0K | 0.00% | +84 | New |
| Catalyst Capital Advisors LLC | 90 | $25.0K | 0.00% | −3−3.2% | Reduced |
| West Paces Advisors Inc. | 90 | $25.5K | 0.01% | −50−35.7% | Reduced |
| Tarbox Family Office, Inc. | 96 | $27.0K | 0.00% | −18−15.8% | Reduced |
| Coastal Capital Group, Inc. | 100 | $28.0K | 0.01% | −69−40.8% | Reduced |
| Delta Asset Management LLC | 100 | $28.0K | 0.00% | 00.0% | Unchanged |
| American National Bank | 100 | $28.0K | 0.01% | 00.0% | Unchanged |
| Klaas Financial Asset Advisors, LLC | 100 | $28.0K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 99 | $28.0K | 0.01% | +99 | New |
| BBVA USA | 103 | $29.0K | 0.00% | −12−10.4% | Reduced |
| Annapolis Financial Services, LLC | 102 | $29.0K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 105 | $30.0K | 0.01% | +7+7.1% | Added |