| Manchester Capital Management LLC | 5 | $0 | 0.00% | −45−90.0% | Reduced |
| Salem Investment Counselors Inc | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 6 | $0 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 31 | $0 | 0.00% | +25+416.7% | Added |
| Institutional & Family Asset Management, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 14 | $0 | 0.00% | +14 | New |
| Ancora Advisors, LLC | 3 | $0 | 0.00% | +3 | New |
| Quantbot Technologies LP | 16 | $0 | 0.00% | +16 | New |
| Mach-1 Financial Group, Inc. | 20 | $0 | 0.00% | +20 | New |
| Sutton Wealth Advisors Inc. | 2 | $69 | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 9 | $310 | 0.00% | +9 | New |
| Arcadia Investment Advisors LLC | 20 | $688 | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 36 | $1.00K | 0.00% | −11−23.4% | Reduced |
| Spire Wealth Management | 32 | $1.00K | 0.00% | −24−42.9% | Reduced |
| Northern Oak Wealth Management Inc | 39 | $1.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 36 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 35 | $1.00K | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 41 | $1.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 42 | $1.00K | 0.00% | +19+82.6% | Added |
| PrairieView Partners, LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 15 | $1.00K | 0.00% | −14−48.3% | Reduced |
| Clearstead Advisors, LLC | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 28 | $1.00K | 0.00% | +16+133.3% | Added |
| McIlrath & Eck, LLC | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 20 | $1.00K | 0.00% | +20 | New |
| TD Waterhouse Canada Inc. | 34 | $1.19K | 0.00% | −85−71.4% | Reduced |
| Anchor Investment Management, LLC | 50 | $1.72K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 61 | $2.00K | 0.00% | −164−72.9% | Reduced |
| Hartford Financial Management Inc. | 70 | $2.00K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 66 | $2.00K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 55 | $2.00K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 48 | $2.00K | 0.00% | +1+2.1% | Added |
| Tradewinds Capital Management, LLC | 45 | $2.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 45 | $2.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 47 | $2.00K | 0.00% | +30+176.5% | Added |
| Bessemer Group Inc | 68 | $2.00K | 0.00% | +68 | New |
| ACG Wealth | 64 | $2.00K | 0.00% | +64 | New |
| Horan Securities, Inc. | 50 | $2.00K | 0.00% | +50 | New |
| O'Dell Group, LLC | 60 | $2.00K | 0.00% | +60 | New |
| Heritage Wealth Management, LLC | 60 | $2.06K | 0.00% | −927−93.9% | Reduced |
| Parallel Advisors, LLC | 91 | $3.00K | 0.00% | −49−35.0% | Reduced |
| Ahrens Investment Partners LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 79 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 79 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 96 | $3.00K | 0.00% | +15+18.5% | Added |
| Wagner Wealth Management, LLC | 75 | $3.00K | 0.00% | +75 | New |
| National Bank of Canada | 129 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 140 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 125 | $4.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 128 | $4.00K | 0.00% | −6−4.5% | Reduced |
| Global Retirement Partners, LLC | 105 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 125 | $4.30K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 125 | $4.30K | 0.00% | +125 | New |
| Financial Synergies Wealth Advisors, Inc. | 125 | $4.30K | 0.00% | +125 | New |
| First Manhattan Co | 160 | $5.00K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 150 | $5.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 140 | $5.00K | 0.00% | +30+27.3% | Added |
| TSFG, LLC | 134 | $5.00K | 0.00% | +134 | New |
| Ronald Blue Trust, Inc. | 74 | $5.00K | 0.00% | +74 | New |
| Cullen/Frost Bankers, Inc. | 160 | $6.00K | 0.00% | −178−52.7% | Reduced |
| Proequities, Inc. | 171 | $6.00K | 0.00% | −15−8.1% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 187 | $6.00K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 160 | $6.00K | 0.00% | +115+255.6% | Added |
| Cambridge Trust Co | 200 | $7.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 200 | $7.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 201 | $7.00K | 0.00% | +1+0.5% | Added |
| Covestor Ltd | 190 | $7.00K | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 200 | $7.00K | 0.00% | +200 | New |
| First Horizon Advisors, Inc. | 208 | $7.00K | 0.00% | +208 | New |
| Tyler-Stone Wealth Management | 253 | $9.00K | 0.01% | −100−28.3% | Reduced |
| Huntington National Bank | 275 | $9.00K | 0.00% | −26−8.6% | Reduced |
| Adirondack Trust Co | 270 | $9.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 259 | $9.00K | 0.00% | +10+4.0% | Added |
| Federation des caisses Desjardins du Quebec | 271 | $9.32K | 0.00% | −53−16.4% | Reduced |
| Lumature Wealth Partners, LLC | 292 | $10.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 313 | $11.0K | 0.00% | −25−7.4% | Reduced |
| Umb Bank N A | 323 | $11.0K | 0.00% | +142+78.5% | Added |
| DekaBank Deutsche Girozentrale | 358 | $13.0K | 0.00% | −925−72.1% | Reduced |
| Toth Financial Advisory Corp | 409 | $14.0K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 429 | $15.0K | 0.00% | +119+38.4% | Added |
| Parkside Financial Bank & Trust | 459 | $16.0K | 0.00% | +18+4.1% | Added |