| Ci Investments Inc. | 14 | $0 | 0.00% | −21,330−99.9% | Reduced |
| North Star Investment Management Corp. | 13 | $0 | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 14 | $0 | 0.00% | −12−46.2% | Reduced |
| Carroll Financial Associates, Inc. | 28 | $0 | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 10 | $0 | 0.00% | 00.0% | Unchanged |
| BBVA USA | 6 | $0 | 0.00% | +4+200.0% | Added |
| Albion Financial Group | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 13 | $0 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 6 | $0 | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 12 | $0 | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 8 | $0 | 0.00% | +8 | New |
| WestEnd Advisors, LLC | – | $67 | 0.00% | – | – |
| Financial Perspectives, Inc | 8 | $269 | 0.00% | −4−33.3% | Reduced |
| Hexagon Capital Partners LLC | 18 | $1.00K | 0.00% | −173−90.6% | Reduced |
| Creative Financial Designs Inc | 39 | $1.00K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 42 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 16 | $1.00K | 0.00% | −30−65.2% | Reduced |
| Pflug Koory, LLC | 41 | $1.00K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 43 | $1.00K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 33 | $1.00K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 36 | $1.00K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Trust Co | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 33 | $1.00K | 0.00% | +10+43.5% | Added |
| Roble, Belko & Company, Inc | 34 | $1.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 33 | $1.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 36 | $1.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 27 | $1.00K | 0.00% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 35 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 25 | $1.00K | 0.00% | +25 | New |
| Cordant, Inc. | 28 | $1.00K | 0.00% | +28 | New |
| American State Bank (Iowa) | 38 | $1.28K | 0.00% | +38 | New |
| Clearstead Advisors, LLC | 53 | $2.00K | 0.00% | −58−52.3% | Reduced |
| Northern Oak Wealth Management Inc | 70 | $2.00K | 0.00% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 65 | $2.00K | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 68 | $2.00K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 58 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 54 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 57 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 62 | $2.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 63 | $2.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 57 | $2.00K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 51 | $2.00K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 42 | $2.00K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 46 | $2.00K | 0.00% | +27+142.1% | Added |
| Bell Investment Advisors, Inc | 47 | $2.00K | 0.00% | +47 | New |
| Caldwell Trust Co | 79 | $2.65K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 85 | $2.86K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 100 | $3.00K | 0.00% | −65,282−99.8% | Reduced |
| Baldwin Brothers Inc | 98 | $3.00K | 0.00% | 00.0% | Unchanged |
| Gs Investments, Inc. | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 106 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 85 | $3.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 85 | $3.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 88 | $3.00K | 0.00% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 86 | $3.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 93 | $3.00K | 0.00% | +77+481.3% | Added |
| Sterling Financial Planning, Inc. | 89 | $3.00K | 0.00% | +89 | New |
| Westside Investment Management, Inc. | 148 | $4.00K | 0.00% | −106−41.7% | Reduced |
| Asset Dedication, LLC | 142 | $4.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 124 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 148 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 105 | $4.00K | 0.00% | +2+1.9% | Added |
| Bedel Financial Consulting, Inc. | 108 | $4.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 116 | $4.00K | 0.00% | +48+70.6% | Added |
| Sutton Wealth Advisors Inc. | 127 | $4.27K | 0.00% | +32+33.7% | Added |
| Montag A & Associates Inc | 161 | $5.00K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 143 | $5.00K | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 162 | $5.00K | 0.00% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 158 | $5.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 139 | $5.00K | 0.00% | 00.0% | Unchanged |