| Roble, Belko & Company, Inc | 11 | $0 | 0.00% | −3−21.4% | Reduced |
| Cambridge Trust Co | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 19 | $0 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 8 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 18 | $0 | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 15 | $0 | 0.00% | +15 | New |
| Eagle Bay Advisors LLC | 1 | $33 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | 6 | $230 | 0.00% | +6 | New |
| Raffa Wealth Management, LLC | 19 | $729 | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 34 | $1.00K | 0.00% | −424−92.6% | Reduced |
| Fieldpoint Private Securities, LLC | 35 | $1.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 33 | $1.00K | 0.00% | −6−15.4% | Reduced |
| Advocacy Wealth Management Services, LLC | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 30 | $1.00K | 0.00% | +30 | New |
| Tucker Asset Management LLC | 52 | $2.00K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 41 | $2.00K | 0.00% | −64−61.0% | Reduced |
| Adirondack Trust Co | 55 | $2.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 60 | $2.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 52 | $2.00K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 46 | $2.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 58 | $2.00K | 0.00% | +24+70.6% | Added |
| Sierra Capital LLC | 52 | $2.00K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 53 | $2.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 59 | $2.00K | 0.00% | +19+47.5% | Added |
| Covington Capital Management | 55 | $2.00K | 0.00% | +55 | New |
| Lee Financial Co | 51 | $2.00K | 0.00% | +51 | New |
| Heritage Financial Services, LLC | 70 | $2.00K | 0.00% | +70 | New |
| Ci Investments Inc. | 70 | $3.00K | 0.00% | +3+4.5% | Added |
| BerganKDV Wealth Management, LLC | 73 | $3.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 76 | $3.00K | 0.00% | +76 | New |
| Bell Investment Advisors, Inc | 66 | $3.00K | 0.00% | +66 | New |
| JNBA Financial Advisors | 100 | $4.00K | 0.00% | −29−22.5% | Reduced |
| Community Bank, N.A. | 100 | $4.00K | 0.00% | −20−16.7% | Reduced |
| Dividend Assets Capital, LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 112 | $4.00K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 109 | $4.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 100 | $4.00K | 0.00% | +100 | New |
| Newbridge Financial Services Group, Inc. | 105 | $4.00K | 0.00% | +105 | New |
| WFA Asset Management Corp | 117 | $4.51K | 0.00% | +1+0.9% | Added |
| Thompson Siegel & Walmsley LLC | 126 | $5.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 119 | $5.00K | 0.00% | −4−3.3% | Reduced |
| EverSource Wealth Advisors, LLC | 140 | $5.00K | 0.00% | +101+259.0% | Added |
| Atticus Wealth Management, LLC | 134 | $5.00K | 0.00% | +134 | New |
| Ronald Blue Trust, Inc. | 101 | $5.00K | 0.00% | +101 | New |
| Sutton Wealth Advisors Inc. | 132 | $5.07K | 0.00% | −17−11.4% | Reduced |
| Archer Investment Corp | 143 | $5.49K | 0.00% | +143 | New |
| Centerpoint Advisors, LLC | 150 | $6.00K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 161 | $6.00K | 0.00% | +124+335.1% | Added |
| Evoke Wealth, LLC | 191 | $7.00K | 0.00% | −30−13.6% | Reduced |
| Lake Point Wealth Management | 175 | $7.00K | 0.00% | +75+75.0% | Added |
| Washington Trust Co | 200 | $8.00K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 200 | $8.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 206 | $8.00K | 0.00% | +71+52.6% | Added |
| GHP Investment Advisors, Inc. | 200 | $8.00K | 0.00% | +200 | New |
| ACG Wealth | 201 | $8.00K | 0.00% | +201 | New |
| Glassman Wealth Services | 224 | $9.00K | 0.00% | −11−4.7% | Reduced |
| Peoples Financial Services Corp. | 266 | $10.0K | 0.00% | −39−12.8% | Reduced |
| Antonetti Capital Management LLC | 270 | $10.0K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 255 | $10.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 249 | $10.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 250 | $10.0K | 0.01% | 00.0% | Unchanged |
| Burleson & Company, LLC | 274 | $11.0K | 0.00% | −26−8.7% | Reduced |
| Sargent Bickham Lagudis LLC | 287 | $11.0K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 285 | $11.0K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 285 | $11.0K | 0.01% | +285 | New |
| Crewe Advisors LLC | 287 | $11.0K | 0.00% | +287 | New |
| Kelly Financial Services LLC | 300 | $11.5K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 308 | $12.0K | 0.00% | −6,129−95.2% | Reduced |
| Rocky Mountain Advisers, LLC | 308 | $12.0K | 0.01% | 00.0% | Unchanged |
| First Personal Financial Services | 300 | $12.0K | 0.00% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 300 | $12.0K | 0.01% | +300 | New |
| Whittier Trust Co | 340 | $13.0K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 331 | $13.0K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 350 | $13.0K | 0.00% | +350 | New |
| Trust Co | 353 | $14.0K | 0.00% | −814−69.8% | Reduced |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 370 | $14.0K | 0.02% | 00.0% | Unchanged |
| FourThought Financial, LLC | 357 | $14.0K | 0.00% | +1+0.3% | Added |
| West Paces Advisors Inc. | 377 | $14.5K | 0.00% | +377 | New |
| Earnest Partners LLC | 392 | $15.0K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 401 | $15.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 380 | $15.0K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 405 | $16.0K | 0.00% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 413 | $16.0K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 425 | $16.3K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 442 | $17.0K | 0.00% | +3+0.7% | Added |
| Charter Oak Capital Management, LLC | 434 | $17.0K | 0.00% | +4+0.9% | Added |
| Total Clarity Wealth Management, Inc. | 451 | $17.0K | 0.01% | +451 | New |
| First Manhattan Co | 472 | $18.0K | 0.00% | −800−62.9% | Reduced |
| Massmutual Trust Co FSB | 456 | $18.0K | 0.00% | −114−20.0% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 475 | $18.0K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 471 | $18.0K | 0.01% | +31+7.0% | Added |
| Hazlett, Burt & Watson, Inc. | 500 | $19.0K | 0.02% | 00.0% | Unchanged |
| Horan Securities, Inc. | 500 | $19.0K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 500 | $19.0K | 0.00% | 00.0% | Unchanged |