| Gemmer Asset Management LLC | 10 | $0 | 0.00% | +10 | New |
| EverSource Wealth Advisors, LLC | 9 | $0 | 0.00% | +9 | New |
| Mach-1 Financial Group, Inc. | 5 | $0 | 0.00% | +5 | New |
| Regency Capital Management Inc. | 4 | $0 | 0.00% | +4 | New |
| Kelly Financial Services LLC | 16 | $609 | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 20 | $1.00K | 0.00% | −285−93.4% | Reduced |
| Pittenger & Anderson Inc | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Eaton Vance Management | 17 | $1.00K | 0.00% | +17 | New |
| Zions Bancorporation, N.A. | 22 | $1.00K | 0.00% | +22 | New |
| Shore Point Advisors, LLC | 35 | $1.00K | 0.00% | +35 | New |
| Tilia Fiduciary Partners, Inc. | 15 | $1.00K | 0.00% | +15 | New |
| William Allan, LLC | 14 | $1.00K | 0.00% | +14 | New |
| Credential Qtrade Securities Inc. | 50 | $1.90K | 0.00% | +50 | New |
| Resources Management Corp | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 40 | $2.00K | 0.00% | −15−27.3% | Reduced |
| Centerpoint Advisors, LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 65 | $2.00K | 0.00% | +65 | New |
| First PREMIER Bank | 85 | $3.00K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 81 | $3.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 90 | $3.00K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 90 | $3.00K | 0.00% | +90 | New |
| Banque Cantonale Vaudoise | 79 | $3.00K | 0.00% | +79 | New |
| Ten Capital Wealth Advisors, LLC | 82 | $3.00K | 0.00% | +82 | New |
| Ritter Daniher Financial Advisory, LLC | 75 | $3.00K | 0.00% | +75 | New |
| Covestor Ltd | 84 | $3.00K | 0.00% | +84 | New |
| James Reed Financial Services, Inc. | 100 | $3.00K | 0.00% | +100 | New |
| Atticus Wealth Management, LLC | 108 | $4.00K | 0.00% | −141−56.6% | Reduced |
| Tradition Wealth Management, LLC | 104 | $4.00K | 0.00% | −46−30.7% | Reduced |
| Spectrum Management Group, LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 98 | $4.00K | 0.00% | +98 | New |
| Washington Trust Co | 96 | $4.00K | 0.00% | +96 | New |
| JFS Wealth Advisors, LLC | 100 | $4.00K | 0.00% | +100 | New |
| Mark Sheptoff Financial Planning, LLC | 100 | $4.00K | 0.00% | +100 | New |
| FinTrust Capital Advisors, LLC | 100 | $4.00K | 0.00% | +100 | New |
| Trust Co | 100 | $4.00K | 0.00% | +100 | New |
| Tower View Investment Management & Research LLC | 100 | $4.00K | 0.00% | +100 | New |
| Aquire Wealth Advisors, LLC | 93 | $4.00K | 0.00% | +93 | New |
| RE Dickinson Investment Advisors, LLC | 100 | $4.00K | 0.00% | +100 | New |
| Bellevue Asset Management, LLC | 108 | $4.00K | 0.00% | +108 | New |
| Miller Wealth Advisors, LLC | 100 | $4.00K | 0.00% | +100 | New |
| Iron Horse Wealth Management, LLC | 124 | $5.00K | 0.00% | +100+416.7% | Added |
| First Manhattan Co | 150 | $5.00K | 0.00% | +150 | New |
| BerganKDV Wealth Management, LLC | 150 | $6.00K | 0.00% | −1,850−92.5% | Reduced |
| Bedel Financial Consulting, Inc. | 164 | $6.00K | 0.00% | −315−65.8% | Reduced |
| Prestige Wealth Management Group LLC | 171 | $7.00K | 0.00% | +141+470.0% | Added |
| TCI Wealth Advisors, Inc. | 175 | $7.00K | 0.00% | +175 | New |
| Investmark Advisory Group LLC | 200 | $7.00K | 0.01% | +200 | New |
| Anchor Investment Management, LLC | 200 | $7.61K | 0.00% | +200 | New |
| Investors Research Corp | 216 | $8.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 207 | $8.00K | 0.00% | +182+728.0% | Added |
| Webster Bank, N. A. | 207 | $8.00K | 0.00% | +207 | New |
| Parkside Financial Bank & Trust | 200 | $8.00K | 0.00% | +200 | New |
| Front Row Advisors LLC | 200 | $8.00K | 0.00% | +200 | New |
| Crewe Advisors LLC | 220 | $8.00K | 0.00% | +220 | New |
| Howe & Rusling Inc | 230 | $9.00K | 0.00% | +62+36.9% | Added |
| Sargent Bickham Lagudis LLC | 239 | $9.00K | 0.00% | +213+819.2% | Added |
| Capital Analysts, LLC | 255 | $10.0K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 273 | $10.0K | 0.00% | +273 | New |
| Cypress Capital Management LLC (WY) | 300 | $11.0K | 0.01% | 00.0% | Unchanged |
| American Research & Management Co. | 300 | $11.0K | 0.00% | +100+50.0% | Added |
| Global Wealth Management Investment Advisory, Inc. | 300 | $11.0K | 0.00% | +150+100.0% | Added |
| Sandy Spring Bank | 302 | $11.0K | 0.00% | +302 | New |
| PYA Waltman Capital, LLC | 285 | $11.0K | 0.01% | +285 | New |
| Tyler-Stone Wealth Management | 300 | $11.0K | 0.01% | +300 | New |
| Your Advocates Ltd., LLP | 320 | $12.0K | 0.01% | −630−66.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 350 | $13.0K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 340 | $13.0K | 0.00% | +100+41.7% | Added |
| Beaird Harris Wealth Management, LLC | 351 | $13.0K | 0.00% | +351 | New |
| Hantz Financial Services, Inc. | 355 | $14.0K | 0.00% | −465−56.7% | Reduced |
| Wolff Wiese Magana LLC | 375 | $14.0K | 0.01% | −150−28.6% | Reduced |
| Gradient Investments LLC | 374 | $14.0K | 0.00% | +174+87.0% | Added |
| Stonebridge Capital Advisors LLC | 375 | $14.0K | 0.00% | +375 | New |
| Peoples Financial Services Corp. | 400 | $15.0K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 400 | $15.0K | 0.01% | +100+33.3% | Added |
| Johnson Financial Group, Inc. | 420 | $16.0K | 0.00% | −1,580−79.0% | Reduced |
| Salem Investment Counselors Inc | 420 | $16.0K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 430 | $16.0K | 0.01% | +60+16.2% | Added |
| Central Trust Co | 423 | $16.0K | 0.00% | +423 | New |
| Cedar Mountain Advisors, LLC | 453 | $17.0K | 0.01% | +450+15,000.0% | Added |
| Ahrens Investment Partners LLC | 450 | $17.0K | 0.01% | +450 | New |
| Sittner & Nelson, LLC | 475 | $18.0K | 0.01% | +475 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 500 | $19.0K | 0.00% | −2,000−80.0% | Reduced |
| Baldwin Brothers Inc | 500 | $19.0K | 0.00% | 00.0% | Unchanged |
| Kings Point Capital Management | 500 | $19.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 500 | $19.0K | 0.00% | +500 | New |
| HighMark Wealth Management LLC | 500 | $19.0K | 0.01% | +500 | New |
| Concord Wealth Partners | 500 | $19.0K | 0.00% | +500 | New |
| Rockbridge Investment Management, LCC | 562 | $21.0K | 0.00% | +128+29.5% | Added |
| SJS Investment Consulting Inc. | 548 | $21.0K | 0.01% | +548 | New |
| Optimum Investment Advisors | 600 | $23.0K | 0.01% | +200+50.0% | Added |
| Quadrant Capital Group LLC | 598 | $23.0K | 0.00% | +319+114.3% | Added |
| High Net Worth Advisory Group LLC | 600 | $23.0K | 0.01% | +600 | New |
| Atlas Capital Advisors LLC | 609 | $23.2K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 645 | $25.0K | 0.03% | 00.0% | Unchanged |