| Assetmark, Inc | 1 | $26 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 5 | $246 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 9 | $443 | 0.00% | +9 | New |
| Institutional & Family Asset Management, LLC | 10 | $492 | 0.00% | +10 | New |
| True Wealth Design, LLC | 14 | $689 | 0.00% | +3+27.3% | Added |
| Cornerstone Planning Group LLC | 20 | $738 | 0.00% | +6+42.9% | Added |
| HighMark Wealth Management LLC | 20 | $984 | 0.00% | +20 | New |
| Kayne Anderson Rudnick Investment Management LLC | 21 | $1.03K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 21 | $1.03K | 0.00% | +21 | New |
| Kimelman & Baird, LLC | 23 | $1.13K | 0.00% | +23 | New |
| Raffa Wealth Management, LLC | 26 | $1.28K | 0.00% | +26 | New |
| Continuum Advisory, LLC | 29 | $1.43K | 0.00% | +29 | New |
| Guardian Wealth Management, Inc. | 30 | $1.48K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 30 | $1.48K | 0.00% | +30 | New |
| Trust Co of Vermont | 34 | $1.67K | 0.00% | +34 | New |
| Lynx Investment Advisory | 34 | $1.67K | 0.00% | +34 | New |
| Toth Financial Advisory Corp | 40 | $1.97K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 39 | $2.02K | 0.00% | +39 | New |
| Evermay Wealth Management LLC | 48 | $2.36K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 50 | $2.46K | 0.00% | −4−7.4% | Reduced |
| Rise Advisors, LLC | 50 | $2.46K | 0.00% | +50 | New |
| Bell Investment Advisors, Inc | 56 | $2.76K | 0.00% | +18+47.4% | Added |
| Rhumbline Advisers | 62 | $3.05K | 0.00% | −3−4.6% | Reduced |
| Stone House Investment Management, LLC | 70 | $3.44K | 0.00% | +70 | New |
| Hoey Investments, Inc | 70 | $3.44K | 0.00% | +70 | New |
| Whittier Trust Co of Nevada Inc | 71 | $3.49K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 71 | $3.49K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 75 | $3.69K | 0.00% | +75 | New |
| Lummis Asset Management, LP | 100 | $4.92K | 0.01% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 100 | $4.92K | 0.00% | +100 | New |
| Robinswood Financial LLC | 100 | $4.92K | 0.00% | +100 | New |
| Godsey & Gibb Associates | 120 | $5.90K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 120 | $5.90K | 0.00% | +120 | New |
| ORG Partners LLC | 130 | $6.53K | 0.00% | +130 | New |
| Oliver Lagore Vanvalin Investment Group | 159 | $7.82K | 0.00% | +159 | New |
| Fairscale Capital, LLC | 159 | $8.17K | 0.01% | +159 | New |
| Venturi Wealth Management, LLC | 170 | $8.36K | 0.00% | −400−70.2% | Reduced |
| Center for Financial Planning, Inc. | 175 | $8.61K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 189 | $9.30K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 200 | $9.84K | 0.00% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 200 | $9.84K | 0.00% | +200 | New |
| Hazlett, Burt & Watson, Inc. | 212 | $10.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 200 | $10.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 203 | $10.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 221 | $10.9K | 0.00% | +44+24.9% | Added |
| Beacon Capital Management, LLC | 246 | $12.1K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 248 | $12.2K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 250 | $12.3K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 275 | $13.5K | 0.00% | −2,937−91.4% | Reduced |
| Brown Brothers Harriman & Co | 275 | $13.5K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 296 | $14.6K | 0.00% | −143−32.6% | Reduced |
| Optimum Investment Advisors | 300 | $14.8K | 0.01% | +300 | New |
| AdvisorNet Financial, Inc | 310 | $15.3K | 0.00% | +10+3.3% | Added |
| North Star Investment Management Corp. | 311 | $15.3K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 333 | $16.4K | 0.01% | +333 | New |
| Cultivar Capital, Inc. | 340 | $16.7K | 0.01% | +340 | New |
| Dixon Mitchell Investment Counsel Inc. | 350 | $17.2K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 386 | $19.0K | 0.00% | +11+2.9% | Added |
| Gradient Investments LLC | 400 | $19.7K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 400 | $19.7K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 400 | $19.7K | 0.00% | +400 | New |
| Sound Income Strategies, LLC | 401 | $19.7K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 417 | $20.5K | 0.00% | +417 | New |
| DAGCO, Inc. | 421 | $20.7K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 421 | $20.7K | 0.00% | 00.0% | Unchanged |
| Rogco, LP | 432 | $21.3K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 435 | $21.4K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 442 | $21.7K | 0.01% | +442 | New |
| Harvest Fund Management Co., Ltd | 445 | $22.0K | 0.00% | +421+1,754.2% | Added |
| JNBA Financial Advisors | 463 | $22.8K | 0.00% | −61−11.6% | Reduced |
| Indiana Trust & Investment Management CO | 500 | $24.6K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 500 | $24.6K | 0.00% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 571 | $28.1K | 0.00% | +571 | New |
| Macquarie Group Ltd | 586 | $29.0K | 0.00% | +64+12.3% | Added |
| SRS Capital Advisors, Inc. | 603 | $29.7K | 0.00% | +396+191.3% | Added |
| Larson Financial Group LLC | 604 | $29.7K | 0.00% | −600−49.8% | Reduced |
| Parkside Financial Bank & Trust | 614 | $30.2K | 0.00% | +185+43.1% | Added |
| CIBC Private Wealth Group, LLC | 728 | $35.5K | 0.00% | −495−40.5% | Reduced |
| JJJ Advisors Inc. | 773 | $38.0K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 775 | $38.1K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 796 | $39.2K | 0.00% | +458+135.5% | Added |
| Versant Capital Management, Inc | 800 | $39.4K | 0.01% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 800 | $39.4K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 933 | $40.4K | 0.00% | +25+2.8% | Added |
| LRI Investments, LLC | 834 | $41.0K | 0.00% | +234+39.0% | Added |
| CGC Financial Services, LLC | 847 | $41.7K | 0.02% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 864 | $42.5K | 0.03% | 00.0% | Unchanged |
| Proequities, Inc. | 899 | $44.2K | 0.00% | −2,283−71.7% | Reduced |
| Close Asset Management Ltd | 930 | $46.0K | 0.00% | +260+38.8% | Added |
| Lindbrook Capital, LLC | 990 | $48.7K | 0.00% | −80−7.5% | Reduced |
| Sandy Spring Bank | 1,000 | $49.2K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 1,000 | $49.2K | 0.02% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 1,006 | $49.5K | 0.02% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,064 | $52.3K | 0.00% | +1,064 | New |
| Creekmur Asset Management LLC | 1,112 | $54.7K | 0.01% | +689+162.9% | Added |
| Allworth Financial LP | 1,181 | $55.1K | 0.00% | +317+36.7% | Added |
| FNY Investment Advisers, LLC | 1,429 | $70.0K | 0.05% | −2,458−63.2% | Reduced |
| Spectrum Wealth Counsel, LLC | 1,500 | $73.8K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 1,501 | $73.8K | 0.00% | −100−6.2% | Reduced |
| Ausbil Investment Management Ltd | 1,500 | $73.9K | 0.03% | −28,000−94.9% | Reduced |