| Huntington National Bank | 1 | $0 | 0.00% | −950−99.9% | Reduced |
| Dixon Hughes Goodman Wealth Advisors LLC | 2 | $0 | 0.00% | +2 | New |
| Rockbridge Investment Management, LCC | 2 | $132 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 5 | $333 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 10 | $1.00K | 0.00% | −890−98.9% | Reduced |
| Surevest, LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 21 | $1.00K | 0.00% | +21 | New |
| GoalVest Advisory LLC | 10 | $1.00K | 0.00% | +10 | New |
| Activest Wealth Management | 15 | $1.00K | 0.00% | +15 | New |
| Whittier Trust Co | 36 | $2.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 26 | $2.00K | 0.00% | +26 | New |
| Tarbox Family Office, Inc. | 40 | $3.00K | 0.00% | −154−79.4% | Reduced |
| Sound Income Strategies, LLC | 40 | $3.00K | 0.00% | −29−42.0% | Reduced |
| Brewin Dolphin Ltd | 52 | $3.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 50 | $3.33K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 59 | $4.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 62 | $4.00K | 0.00% | +17+37.8% | Added |
| Loomis Sayles & Co L P | 63 | $4.00K | 0.00% | +63 | New |
| Disciplined Investments, LLC | 54 | $4.00K | 0.00% | +54 | New |
| Dravo Bay LLC | 75 | $4.99K | 0.00% | +75 | New |
| HighMark Wealth Management LLC | 78 | $5.00K | 0.00% | +1+1.3% | Added |
| Sandy Spring Bank | 68 | $5.00K | 0.00% | +68 | New |
| GW&K Investment Management, LLC | 96 | $6.00K | 0.00% | +96 | New |
| GHP Investment Advisors, Inc. | 90 | $6.00K | 0.00% | +90 | New |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 100 | $7.00K | 0.01% | −310−75.6% | Reduced |
| Lenox Wealth Advisors, LLC | 100 | $7.00K | 0.00% | −219−68.7% | Reduced |
| Norwood Financial Corp | 100 | $7.00K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 98 | $7.00K | 0.00% | +50+104.2% | Added |
| Wellington Shields Capital Management, LLC | 100 | $7.00K | 0.00% | +100 | New |
| Moisand Fitzgerald Tamayo, LLC | 107 | $7.00K | 0.00% | +107 | New |
| Carmichael Hill & Associates, Inc. | 100 | $7.00K | 0.00% | +100 | New |
| Concord Wealth Partners | 112 | $7.00K | 0.00% | +112 | New |
| Cordant, Inc. | 107 | $7.00K | 0.00% | +107 | New |
| Smithfield Trust Co | 130 | $9.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 128 | $9.00K | 0.00% | +65+103.2% | Added |
| West Oak Capital, LLC | 140 | $9.00K | 0.00% | +140 | New |
| Sutton Wealth Advisors Inc. | 138 | $9.18K | 0.00% | 00.0% | Unchanged |
| RPg Family Wealth Advisory, LLC | 150 | $9.97K | 0.00% | +150 | New |
| Clear Street Markets LLC | 152 | $10.0K | 0.00% | +152 | New |
| Bartlett & Co. LLC | 156 | $10.0K | 0.00% | +156 | New |
| Bartlett & Co. Wealth Management LLC | 156 | $10.4K | 0.00% | +156 | New |
| SOA Wealth Advisors, LLC. | 173 | $11.0K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 165 | $11.0K | 0.00% | +60+57.1% | Added |
| Atlas Capital Advisors LLC | 178 | $11.8K | 0.00% | +178 | New |
| Blue Bell Private Wealth Management, LLC | 175 | $12.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 185 | $12.0K | 0.00% | +9+5.1% | Added |
| Farmers & Merchants Investments Inc | 202 | $13.0K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 200 | $13.0K | 0.01% | +200 | New |
| Princeton Global Asset Management LLC | 200 | $13.0K | 0.00% | +200 | New |
| TCWP LLC | 201 | $13.0K | 0.00% | +201 | New |
| BDO Wealth Advisors, LLC | 225 | $15.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 229 | $15.0K | 0.00% | +229 | New |
| PSI Advisors, LLC | 222 | $15.0K | 0.01% | +222 | New |
| Addison Advisors LLC | 255 | $17.0K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 273 | $18.0K | 0.00% | +103+60.6% | Added |
| Bedel Financial Consulting, Inc. | 300 | $20.0K | 0.01% | −29−8.8% | Reduced |
| Endurance Wealth Management, Inc. | 300 | $20.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 299 | $20.0K | 0.00% | +7+2.4% | Added |
| CVA Family Office, LLC | 305 | $20.0K | 0.00% | +65+27.1% | Added |
| Parkside Investments, LLC | 305 | $20.0K | 0.00% | +305 | New |
| Heritage Wealth Management, LLC | 300 | $20.0K | 0.01% | +300 | New |
| JJJ Advisors Inc. | 315 | $21.0K | 0.01% | −41−11.5% | Reduced |
| TCI Wealth Advisors, Inc. | 328 | $22.0K | 0.00% | +74+29.1% | Added |
| Hexagon Capital Partners LLC | 350 | $23.0K | 0.01% | 00.0% | Unchanged |
| Hanseatic Management Services Inc | 340 | $23.0K | 0.04% | +340 | New |
| Riverview Trust Co | 343 | $23.0K | 0.02% | +343 | New |
| Point72 Hong Kong Ltd | 351 | $23.0K | 0.00% | +351 | New |
| Sugarloaf Wealth Management, LLC | 357 | $24.0K | 0.01% | −50−12.3% | Reduced |
| Financial Management Professionals, Inc. | 376 | $25.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 376 | $25.0K | 0.00% | +15+4.2% | Added |
| Evoke Wealth, LLC | 397 | $26.0K | 0.00% | +56+16.4% | Added |
| Credit Agricole S A | 400 | $27.0K | 0.00% | −3,781−90.4% | Reduced |
| EverSource Wealth Advisors, LLC | 409 | $27.0K | 0.01% | +86+26.6% | Added |
| SJS Investment Consulting Inc. | 410 | $28.0K | 0.01% | +410 | New |
| Evermay Wealth Management LLC | 447 | $30.0K | 0.01% | −113−20.2% | Reduced |
| JNBA Financial Advisors | 500 | $33.0K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 500 | $33.0K | 0.00% | +500 | New |
| MUFG Securities EMEA plc | 513 | $34.0K | 0.00% | −1,190−69.9% | Reduced |
| Zions Bancorporation, N.A. | 514 | $34.0K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 510 | $34.0K | 0.01% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 500 | $34.0K | 0.02% | 00.0% | Unchanged |
| Glassman Wealth Services | 512 | $34.0K | 0.01% | +68+15.3% | Added |
| FourThought Financial, LLC | 510 | $34.0K | 0.00% | +500+5,000.0% | Added |
| High Net Worth Advisory Group LLC | 505 | $34.0K | 0.01% | +505 | New |
| JFS Wealth Advisors, LLC | 532 | $35.0K | 0.00% | +532 | New |
| First Command Financial Services, Inc. | 541 | $36.0K | 0.00% | 00.0% | Unchanged |
| First Command Bank | 541 | $36.0K | 0.00% | +541 | New |
| Pin Oak Investment Advisors Inc | 579 | $39.0K | 0.04% | +275+90.5% | Added |
| Sterling Investment Advisors, Ltd. | 600 | $40.0K | 0.01% | 00.0% | Unchanged |
| Private Capital Group, LLC | 608 | $40.0K | 0.01% | +188+44.8% | Added |
| Whittier Trust Co of Nevada Inc | 663 | $44.0K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 675 | $44.0K | 0.00% | +675 | New |
| Geneos Wealth Management Inc. | 698 | $46.0K | 0.00% | −1,052−60.1% | Reduced |
| First Manhattan Co | 704 | $46.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 694 | $46.0K | 0.01% | +40+6.1% | Added |
| FNY Investment Advisers, LLC | 705 | $46.0K | 0.04% | +705 | New |
| Carolinas Wealth Consulting LLC | 723 | $48.0K | 0.01% | +701+3,186.4% | Added |
| Patriot Financial Group Insurance Agency, LLC | 853 | $57.0K | 0.01% | −6,582−88.5% | Reduced |
| Assetmark, Inc | 887 | $59.0K | 0.00% | +887 | New |