| JJJ Advisors Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 3 | $0 | 0.00% | +3 | New |
| Ahrens Investment Partners LLC | 1 | $0 | 0.00% | +1 | New |
| Sageworth Trust Co | 9 | $1.00K | 0.00% | −34−79.1% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 8 | $1.00K | 0.00% | −5−38.5% | Reduced |
| Focused Wealth Management, Inc | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 5 | $1.00K | 0.00% | −3−37.5% | Reduced |
| West Branch Capital LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 4 | $1.00K | 0.00% | +4 | New |
| Capital Advisors, Ltd. LLC | 5 | $1.00K | 0.00% | +5 | New |
| Core Alternative Capital | 8 | $1.00K | 0.00% | +8 | New |
| Schubert & Co | 6 | $1.00K | 0.00% | +6 | New |
| Kistler-Tiffany Companies, LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 25 | $2.00K | 0.00% | +7+38.9% | Added |
| Fifth Third Bancorp | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 13 | $2.00K | 0.00% | +13 | New |
| SRS Capital Advisors, Inc. | 12 | $2.00K | 0.00% | +12 | New |
| Investment Research & Advisory Group, Inc. | 14 | $2.00K | 0.00% | +14 | New |
| Harbour Investments, Inc. | 17 | $3.00K | 0.00% | −385−95.8% | Reduced |
| Bellwether Advisors, LLC | 24 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 19 | $3.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 16 | $3.00K | 0.00% | +16 | New |
| Anchor Investment Management, LLC | 20 | $3.22K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 22 | $3.54K | 0.00% | −18−45.0% | Reduced |
| Private Capital Group, LLC | 27 | $4.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 24 | $4.00K | 0.00% | +1+4.3% | Added |
| Level Financial Advisors, Inc. | 22 | $4.00K | 0.00% | +22 | New |
| Raffa Wealth Management, LLC | 29 | $4.67K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 30 | $4.83K | 0.00% | +30 | New |
| Proequities, Inc. | 33 | $5.00K | 0.00% | −4−10.8% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 34 | $5.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 29 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 28 | $5.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 28 | $5.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 34 | $5.00K | 0.00% | +11+47.8% | Added |
| South State Corp. | 32 | $5.00K | 0.00% | +32 | New |
| Sageworth Trust Co of South Dakota | 30 | $5.00K | 0.01% | +30 | New |
| Ahl Investment Management, Inc. | 32 | $5.00K | 0.00% | +32 | New |
| Eagle Bay Advisors LLC | 38 | $6.00K | 0.00% | −60−61.2% | Reduced |
| Massmutual Trust Co FSB | 38 | $6.00K | 0.00% | +7+22.6% | Added |
| Jones Financial Companies LLLP | 36 | $6.00K | 0.00% | +36 | New |
| Professional Financial Advisors, LLC | 36 | $6.00K | 0.00% | +36 | New |
| Snowden Capital Advisors LLC | 49 | $7.00K | 0.00% | −10,905−99.6% | Reduced |
| Rocky Mountain Advisers, LLC | 41 | $7.00K | 0.01% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 42 | $7.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 41 | $7.00K | 0.00% | 00.0% | Unchanged |
| Shore Point Advisors, LLC | 43 | $7.00K | 0.01% | +43 | New |
| Earnest Partners LLC | 47 | $8.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 54 | $9.00K | 0.00% | −17−23.9% | Reduced |
| Delta Asset Management LLC | 58 | $9.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 57 | $9.00K | 0.00% | +57 | New |
| Halpern Financial, Inc. | 59 | $9.51K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 58 | $10.0K | 0.00% | +5+9.4% | Added |
| TCI Wealth Advisors, Inc. | 62 | $10.0K | 0.00% | +16+34.8% | Added |
| Glassman Wealth Services | 59 | $10.0K | 0.00% | +14+31.1% | Added |
| Beaird Harris Wealth Management, LLC | 63 | $10.0K | 0.00% | +63 | New |
| Baillie Gifford & Co | 70 | $11.0K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 67 | $11.0K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 68 | $11.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 66 | $11.0K | 0.00% | +12+22.2% | Added |
| Estabrook Capital Management | 73 | $11.8K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 76 | $12.0K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 80 | $13.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 88 | $14.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 92 | $15.0K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 91 | $15.0K | 0.01% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 94 | $15.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 97 | $16.0K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 97 | $16.0K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 99 | $16.0K | 0.01% | +99 | New |
| Sutton Wealth Advisors Inc. | 102 | $16.4K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 109 | $18.0K | 0.00% | +53+94.6% | Added |
| SJS Investment Consulting Inc. | 114 | $18.0K | 0.01% | +114 | New |
| Heritage Wealth Advisors | 122 | $20.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 130 | $21.0K | 0.00% | −133−50.6% | Reduced |
| TFC Financial Management | 133 | $21.0K | 0.01% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 129 | $21.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 133 | $21.0K | 0.01% | +133 | New |
| Tower Research Capital LLC (TRC) | 146 | $24.0K | 0.00% | −222−60.3% | Reduced |
| Kings Point Capital Management | 151 | $24.0K | 0.00% | −37−19.7% | Reduced |
| Parkside Financial Bank & Trust | 147 | $24.0K | 0.01% | +2+1.4% | Added |
| American Portfolios Advisors | 154 | $24.8K | 0.00% | −34−18.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 154 | $25.0K | 0.00% | +36+30.5% | Added |
| Institutional & Family Asset Management, LLC | 170 | $27.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 172 | $27.0K | 0.00% | +38+28.4% | Added |
| Wolff Wiese Magana LLC | 175 | $28.0K | 0.02% | −14−7.4% | Reduced |
| Hanson & Doremus Investment Management | 183 | $29.0K | 0.01% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 182 | $29.0K | 0.01% | +182 | New |
| Covestor Ltd | 195 | $32.0K | 0.04% | +195 | New |
| Meeder Asset Management Inc | 212 | $34.0K | 0.00% | −29−12.0% | Reduced |
| Atlantic Trust, LLC | 212 | $34.0K | 0.02% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 211 | $34.0K | 0.01% | +211 | New |
| Confluence Wealth Services, Inc. | 226 | $36.0K | 0.01% | +226 | New |
| Geneos Wealth Management Inc. | 230 | $37.0K | 0.00% | 00.0% | Unchanged |