| Charter Oak Capital Management, LLC | 5 | $0 | 0.00% | −53−91.4% | Reduced |
| Baystate Wealth Management LLC | 7 | $0 | 0.00% | −6−46.2% | Reduced |
| Ogorek Anthony Joseph | 18 | $0 | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 6 | $0 | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 12 | $0 | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 9 | $0 | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| John W. Brooker & Co., CPAs | 1 | $0 | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 8 | $0 | 0.00% | +8 | New |
| JFS Wealth Advisors, LLC | 8 | $0 | 0.00% | +8 | New |
| Rather & Kittrell, Inc. | 16 | $0 | 0.00% | +16 | New |
| Signet Financial Management, LLC | 9 | $0 | 0.00% | +9 | New |
| Truvestments Capital LLC | 6 | $0 | 0.00% | +6 | New |
| Schubert & Co | 6 | $0 | 0.00% | +6 | New |
| Mystic Asset Management, Inc. | 14 | $0 | 0.00% | +14 | New |
| Raffa Wealth Management, LLC | 4 | $205 | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 28 | $1.00K | 0.00% | −9−24.3% | Reduced |
| Johnson Financial Group, Inc. | 19 | $1.00K | 0.00% | −19−50.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 13 | $1.00K | 0.00% | −3−18.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 27 | $1.00K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 22 | $1.00K | 0.00% | +1+4.8% | Added |
| Sound Income Strategies, LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 29 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 31 | $1.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 11 | $1.00K | 0.00% | +11 | New |
| Capital Advisors, Ltd. LLC | 22 | $1.00K | 0.00% | +22 | New |
| Capital Analysts, LLC | 10 | $1.00K | 0.00% | +10 | New |
| Roble, Belko & Company, Inc | 28 | $1.00K | 0.00% | +28 | New |
| Financial Connections Group, Inc. | 32 | $1.00K | 0.00% | +32 | New |
| Fortitude Advisory Group L.L.C. | 22 | $1.00K | 0.00% | +22 | New |
| Kelly Financial Services LLC | 25 | $1.28K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 29 | $1.49K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 42 | $2.00K | 0.00% | −143−77.3% | Reduced |
| Brewin Dolphin Ltd | 40 | $2.00K | 0.00% | −32−44.4% | Reduced |
| ClariVest Asset Management LLC | 32 | $2.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 35 | $2.00K | 0.00% | 00.0% | Unchanged |
| Trust Co | 33 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 34 | $2.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 44 | $2.00K | 0.00% | +30+214.3% | Added |
| Zions Bancorporation, N.A. | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 45 | $2.00K | 0.00% | +45 | New |
| Aua Capital Management, LLC | 37 | $2.00K | 0.00% | +37 | New |
| EverSource Wealth Advisors, LLC | 36 | $2.00K | 0.00% | +36 | New |
| Zullo Investment Group, Inc. | 38 | $2.00K | 0.00% | +38 | New |
| Covestor Ltd | 30 | $2.00K | 0.00% | +30 | New |
| Harbor Investment Advisory, LLC | 67 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 60 | $3.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 63 | $3.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 65 | $3.00K | 0.00% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 60 | $3.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 49 | $3.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 63 | $3.00K | 0.00% | +63 | New |
| Paragon Capital Management Ltd | 67 | $3.00K | 0.00% | +67 | New |
| Snowden Capital Advisors LLC | 68 | $3.00K | 0.00% | +68 | New |
| Lazard Asset Management LLC | 85 | $4.00K | 0.00% | −1,167−93.2% | Reduced |
| Bedel Financial Consulting, Inc. | 80 | $4.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 69 | $4.00K | 0.00% | +69 | New |
| Howe & Rusling Inc | 95 | $5.00K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 106 | $5.00K | 0.00% | +1+1.0% | Added |
| Parallel Advisors, LLC | 101 | $5.00K | 0.00% | +2+2.0% | Added |
| Fieldpoint Private Securities, LLC | 92 | $5.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 100 | $5.00K | 0.00% | −9−8.3% | Reduced |
| Addison Advisors LLC | 93 | $5.00K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 99 | $5.00K | 0.00% | +99 | New |
| Hanseatic Management Services Inc | 121 | $6.00K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 120 | $6.00K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 114 | $6.00K | 0.00% | +114 | New |
| Gemmer Asset Management LLC | 137 | $7.00K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 128 | $7.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 142 | $7.00K | 0.00% | +16+12.7% | Added |
| Sageworth Trust Co of South Dakota | 140 | $7.00K | 0.01% | +140 | New |
| Financial Perspectives, Inc | 142 | $7.28K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 155 | $8.00K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 149 | $8.00K | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 151 | $8.00K | 0.01% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 148 | $8.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 150 | $8.00K | 0.00% | +150 | New |
| Laffer Tengler Investments | 166 | $8.51K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 160 | $9.00K | 0.00% | −53−24.9% | Reduced |
| Bessemer Group Inc | 178 | $9.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 171 | $9.00K | 0.00% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 189 | $10.0K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 200 | $10.0K | 0.01% | +200 | New |
| Covington Capital Management | 211 | $11.0K | 0.00% | 00.0% | Unchanged |