| Tradewinds Capital Management, LLC | 18 | $0 | 0.00% | −2,939−99.4% | Reduced |
| Whittier Trust Co | 43 | $0 | 0.00% | −95−68.8% | Reduced |
| Karlinski Andrew C | 21 | $0 | 0.00% | −30−58.8% | Reduced |
| Adirondack Trust Co | 12 | $0 | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 13 | $0 | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 42 | $0 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 37 | $0 | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 39 | $0 | 0.00% | 00.0% | Unchanged |
| National Pension Service | 12 | $0 | 0.00% | +2+20.0% | Added |
| Moisand Fitzgerald Tamayo, LLC | 12 | $0 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Red Cedar Capital, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 9 | $0 | 0.00% | 00.0% | Unchanged |
| PYA Waltman Capital, LLC | 27 | $0 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 17 | $0 | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 38 | $0 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 21 | $0 | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 13 | $0 | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 6 | $0 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 18 | $0 | 0.00% | +18 | New |
| Wagner Wealth Management, LLC | 33 | $0 | 0.00% | +33 | New |
| Insight Financial Services | 26 | $0 | 0.00% | +26 | New |
| Better Money Decisions, LLC | 22 | $0 | 0.00% | +22 | New |
| New Millennium Group LLC | 39 | $0 | 0.00% | +39 | New |
| Castle Wealth Management LLC | 9 | $0 | 0.00% | +9 | New |
| Cornerstone Management, Inc. | 5 | $55 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 6 | $65 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 11 | $120 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 14 | $152 | 0.00% | – | – |
| First Bank & Trust | 137 | $1.00K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 74 | $1.00K | 0.00% | −94−56.0% | Reduced |
| Financial Management Professionals, Inc. | 47 | $1.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 87 | $1.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 114 | $1.00K | 0.00% | +2+1.8% | Added |
| MV Capital Management, Inc. | 62 | $1.00K | 0.00% | +12+24.0% | Added |
| First National Bank of South Miami | 126 | $1.00K | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 116 | $1.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 108 | $1.00K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 116 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 128 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 51 | $1.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 83 | $1.00K | 0.00% | +71+591.7% | Added |
| Jones Financial Companies LLLP | 52 | $1.00K | 0.00% | +52 | New |
| Bangor Savings Bank | 97 | $1.00K | 0.00% | +97 | New |
| TD Ameritrade Investment Management, LLC | 48 | $1.00K | 0.00% | +48 | New |
| Bay Harbor Wealth Management, LLC | 50 | $1.00K | 0.00% | +50 | New |
| WFA of San Diego, LLC | 66 | $1.00K | 0.00% | +66 | New |
| Rise Advisors, LLC | 123 | $1.00K | 0.00% | +123 | New |
| Goodman Advisory Group, LLC | 47 | $1.00K | 0.00% | +47 | New |
| Glen Eagle Advisors, LLC | 100 | $1.09K | 0.00% | −300−75.0% | Reduced |
| Raffa Wealth Management, LLC | 127 | $1.38K | 0.00% | +1+0.8% | Added |
| Fieldpoint Private Securities, LLC | 210 | $2.00K | 0.00% | −920−81.4% | Reduced |
| Assetmark, Inc | 173 | $2.00K | 0.00% | −60−25.8% | Reduced |
| American Research & Management Co. | 142 | $2.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 170 | $2.00K | 0.00% | +3+1.8% | Added |
| SRS Capital Advisors, Inc. | 184 | $2.00K | 0.00% | +4+2.2% | Added |
| Capital Advisors, Ltd. LLC | 187 | $2.00K | 0.00% | +42+29.0% | Added |
| FinTrust Capital Advisors, LLC | 157 | $2.00K | 0.00% | 00.0% | Unchanged |
| Performa Ltd (US), LLC | 175 | $2.00K | 0.00% | 00.0% | Unchanged |
| Norway Savings Bank | 185 | $2.00K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 198 | $2.00K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 165 | $2.00K | 0.00% | −56−25.3% | Reduced |
| Ellis Investment Partners, LLC | 250 | $2.00K | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 183 | $2.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 195 | $2.00K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 192 | $2.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 140 | $2.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 200 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 214 | $2.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 143 | $2.00K | 0.00% | +43+43.0% | Added |
| CNB Bank | 151 | $2.00K | 0.00% | +24+18.9% | Added |
| Hudock, Inc. | 256 | $2.00K | 0.00% | +200+357.1% | Added |
| ACG Wealth | 174 | $2.00K | 0.00% | +174 | New |
| Heritage Wealth Management, LLC | 224 | $2.44K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 300 | $3.00K | 0.00% | −7,651−96.2% | Reduced |
| RE Dickinson Investment Advisors, LLC | 365 | $3.00K | 0.00% | −34−8.5% | Reduced |
| TCTC Holdings, LLC | 317 | $3.00K | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 318 | $3.00K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 250 | $3.00K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 232 | $3.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 287 | $3.00K | 0.00% | −3−1.0% | Reduced |
| Disciplined Investments, LLC | 261 | $3.00K | 0.00% | +48+22.5% | Added |
| GW&K Investment Management, LLC | 288 | $3.00K | 0.00% | +174+152.6% | Added |
| Horan Securities, Inc. | 300 | $3.00K | 0.00% | +300 | New |
| Washington Trust Co | 400 | $4.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 328 | $4.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 445 | $4.00K | 0.00% | +76+20.6% | Added |
| Sargent Bickham Lagudis LLC | 351 | $4.00K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 330 | $4.00K | 0.00% | +330 | New |
| Bell Investment Advisors, Inc | 321 | $4.00K | 0.00% | +321 | New |
| Lazard Asset Management LLC | 460 | $5.00K | 0.00% | −6,691−93.6% | Reduced |
| AdvisorNet Financial, Inc | 467 | $5.00K | 0.00% | −1,962−80.8% | Reduced |
| SOA Wealth Advisors, LLC. | 522 | $5.00K | 0.00% | −76−12.7% | Reduced |
| Zullo Investment Group, Inc. | 500 | $5.00K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 474 | $5.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 429 | $5.00K | 0.00% | 00.0% | Unchanged |