| Coston, McIsaac & Partners | 1 | $0 | 0.00% | +1 | New |
| Rockbridge Investment Management, LCC | 1 | $414 | 0.00% | −1,008−99.9% | Reduced |
| Old North State Trust, LLC | 1 | $536 | 0.49% | 00.0% | Unchanged |
| Lake Point Wealth Management | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Karlinski Andrew C | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 6 | $2.00K | 0.00% | +6 | New |
| Financial Synergies Wealth Advisors, Inc. | 6 | $2.50K | 0.00% | +6 | New |
| Solstein Capital, LLC | 10 | $4.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 14 | $6.00K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 16 | $6.70K | 0.00% | −24−60.0% | Reduced |
| Valley National Advisers Inc | 17 | $7.00K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 19 | $7.86K | 0.01% | 00.0% | Unchanged |
| CKW Financial Group | 20 | $8.00K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 20 | $8.00K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 20 | $8.00K | 0.00% | +20 | New |
| SRS Capital Advisors, Inc. | 21 | $9.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 22 | $9.00K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 24 | $10.0K | 0.01% | −103−81.1% | Reduced |
| Arrow Financial Corp | 25 | $10.0K | 0.00% | 00.0% | Unchanged |
| City State Bank | 25 | $10.0K | 0.01% | 00.0% | Unchanged |
| McMillion Capital Management Inc | 25 | $10.0K | 0.01% | +25 | New |
| IAG Wealth Partners, LLC | 26 | $11.0K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 27 | $11.0K | 0.01% | +27 | New |
| Global Wealth Management Investment Advisory, Inc. | 30 | $12.0K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 31 | $12.0K | 0.01% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 30 | $12.0K | 0.01% | +30 | New |
| Prentice Wealth Management LLC | 29 | $12.0K | 0.01% | +29 | New |
| Atlas Capital Advisors LLC | 30 | $12.7K | 0.00% | 00.0% | Unchanged |
| Amundi | 35 | $14.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 34 | $14.0K | 0.01% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 37 | $15.0K | 0.01% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 38 | $16.0K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 41 | $17.0K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 44 | $18.0K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 45 | $19.0K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 46 | $19.0K | 0.01% | +46 | New |
| National Bank of Canada | 49 | $20.0K | 0.00% | −22−31.0% | Reduced |
| Capital Analysts, LLC | 51 | $21.0K | 0.00% | −4−7.3% | Reduced |
| Joseph P. Lucia & Associates, LLC | 50 | $21.0K | 0.01% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 51 | $21.0K | 0.03% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 54 | $22.0K | 0.02% | 00.0% | Unchanged |
| Cutler Group LP | 58 | $23.0K | 0.00% | −142−71.0% | Reduced |
| Assetmark, Inc | 54 | $23.0K | 0.00% | −23−29.9% | Reduced |
| Webster Bank, N. A. | 55 | $23.0K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 56 | $23.0K | 0.02% | 00.0% | Unchanged |
| Norwood Financial Corp | 57 | $24.0K | 0.04% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 61 | $25.0K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 60 | $25.0K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 68 | $28.1K | 0.02% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 70 | $29.0K | 0.02% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 70 | $29.0K | 0.00% | +70 | New |
| Castleview Partners, LLC | 1,082 | $31.9K | 0.03% | +1,036+2,252.2% | Added |
| HC Financial Advisors Inc | 78 | $32.0K | 0.02% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 77 | $32.0K | 0.03% | +77 | New |
| Bollard Group LLC | 80 | $33.0K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 80 | $33.0K | 0.03% | +80 | New |
| GW&K Investment Management, LLC | 82 | $34.0K | 0.00% | +82 | New |
| Psagot Value Holdings Ltd. / (Israel) | 85 | $35.0K | 0.01% | −1,314−93.9% | Reduced |
| Creative Financial Designs Inc | 85 | $35.0K | 0.01% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 85 | $35.0K | 0.01% | 00.0% | Unchanged |
| First National Bank of South Miami | 89 | $37.0K | 0.03% | −17−16.0% | Reduced |
| First Community Trust NA | 90 | $37.0K | 0.04% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 90 | $37.0K | 0.00% | 00.0% | Unchanged |
| Oxler Private Wealth LLC | 90 | $37.4K | 0.02% | +90 | New |
| Clean Yield Group | 100 | $41.0K | 0.02% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 100 | $41.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 100 | $41.3K | 0.01% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 101 | $42.0K | 0.04% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 108 | $45.0K | 0.00% | +108 | New |
| Global Trust Asset Management, LLC | 112 | $46.0K | 0.02% | 00.0% | Unchanged |
| Marshall & Sullivan Inc | 113 | $46.0K | 0.03% | +113 | New |
| Capital Directions Investment Advisors, LLC | 117 | $48.0K | 0.02% | −68−36.8% | Reduced |
| Canton Hathaway, LLC | 115 | $48.0K | 0.02% | 00.0% | Unchanged |
| Newton One Investments LLC | 119 | $49.0K | 0.04% | 00.0% | Unchanged |
| Horan Securities, Inc. | 125 | $52.0K | 0.03% | 00.0% | Unchanged |
| Surevest, LLC | 129 | $53.0K | 0.01% | +129 | New |
| First Manhattan Co | 136 | $56.0K | 0.00% | +11+8.8% | Added |
| Graves-Light Private Wealth Management, Inc. | 140 | $58.0K | 0.01% | −75−34.9% | Reduced |
| Heritage Financial Services, LLC | 142 | $58.0K | 0.03% | +142 | New |
| Bellwether Advisors, LLC | 143 | $59.0K | 0.02% | 00.0% | Unchanged |
| Horizons Wealth Management | 123 | $59.0K | 0.05% | +123 | New |
| Thomas J. Herzfeld Advisors, Inc. | 150 | $62.0K | 0.03% | 00.0% | Unchanged |
| O'Dell Group, LLC | 150 | $62.0K | 0.02% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 150 | $62.0K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 133 | $62.0K | 0.03% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 150 | $62.0K | 0.00% | +57+61.3% | Added |
| Charter Oak Capital Management, LLC | 162 | $67.0K | 0.01% | 00.0% | Unchanged |
| Costello Asset Management, INC | 172 | $71.0K | 0.06% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 176 | $72.0K | 0.00% | +176 | New |
| Sutton Wealth Advisors Inc. | 177 | $73.2K | 0.03% | 00.0% | Unchanged |
| Country Trust Bank | 186 | $77.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 195 | $81.0K | 0.01% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 199 | $82.0K | 0.05% | 00.0% | Unchanged |
| Field & Main Bank | 200 | $83.0K | 0.05% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 200 | $83.0K | 0.02% | +1+0.5% | Added |
| Gables Capital Management Inc. | 200 | $83.0K | 0.06% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 200 | $83.0K | 0.01% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 200 | $83.0K | 0.00% | +200 | New |
| Toronto Dominion Bank | 206 | $85.0K | 0.00% | +100+94.3% | Added |