| Whittier Trust Co of Nevada Inc | 10 | $0 | 0.00% | −1,375−99.3% | Reduced |
| Disciplined Investments, LLC | 9 | $0 | 0.00% | −42−82.4% | Reduced |
| Berkshire Capital Holdings Inc | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 5 | $0 | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 10 | $0 | 0.00% | +10 | New |
| Bellwether Advisors, LLC | 8 | $0 | 0.00% | +8 | New |
| Global Financial Private Client, LLC | 9 | $401 | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 15 | $645 | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 30 | $1.00K | 0.00% | +30 | New |
| Delos Wealth Advisors, LLC | 22 | $1.00K | 0.00% | +22 | New |
| Absolute Capital Management, LLC | 24 | $1.03K | 0.00% | +24 | New |
| West Paces Advisors Inc. | 40 | $1.72K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 38 | $2.00K | 0.00% | −679−94.7% | Reduced |
| Ritter Daniher Financial Advisory LLC | 58 | $2.00K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 55 | $2.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 52 | $2.00K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 39 | $2.00K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 46 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 49 | $2.00K | 0.00% | +19+63.3% | Added |
| American National Bank | 56 | $2.00K | 0.00% | +56 | New |
| Capital Advisors, Ltd. LLC | 54 | $2.00K | 0.00% | +54 | New |
| Tucker Asset Management LLC | 73 | $2.90K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 62 | $3.00K | 0.00% | −10−13.9% | Reduced |
| GPS Wealth Strategies Group, LLC | 63 | $3.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 75 | $3.00K | 0.00% | −3−3.8% | Reduced |
| Quent Capital, LLC | 76 | $3.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 95 | $4.00K | 0.00% | −177−65.1% | Reduced |
| Aspire Private Capital, LLC | 92 | $4.00K | 0.00% | −24−20.7% | Reduced |
| C M Bidwell & Associates Ltd | 89 | $4.00K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 104 | $4.00K | 0.00% | +4+4.0% | Added |
| Highlander Capital Management, LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 86 | $4.00K | 0.00% | −14−14.0% | Reduced |
| Carmichael Hill & Associates, Inc. | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 89 | $4.00K | 0.00% | +89 | New |
| Castleview Partners, LLC | 83 | $4.00K | 0.00% | +83 | New |
| Heritage Wealth Advisors | 101 | $4.34K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 111 | $5.00K | 0.00% | −11−9.0% | Reduced |
| Sargent Bickham Lagudis LLC | 120 | $5.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 116 | $5.00K | 0.00% | +116 | New |
| WR Wealth Planners, LLC | 122 | $5.24K | 0.00% | +122 | New |
| Highline Wealth Partners LLC | 130 | $5.58K | 0.00% | +130 | New |
| Independence Bank of Kentucky | 150 | $6.00K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 150 | $6.00K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 130 | $6.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 133 | $6.00K | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 145 | $6.00K | 0.00% | +120+480.0% | Added |
| TD Capital Management LLC | 144 | $6.00K | 0.00% | +144 | New |
| Raffa Wealth Management, LLC | 155 | $6.65K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 170 | $7.00K | 0.00% | −3−1.7% | Reduced |
| Cambridge Trust Co | 169 | $7.00K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 153 | $7.00K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 188 | $8.00K | 0.00% | −2,264−92.3% | Reduced |
| Strengthening Families & Communities, LLC | 206 | $8.00K | 0.00% | +71+52.6% | Added |
| Prestige Wealth Management Group LLC | 188 | $8.00K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 193 | $8.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 196 | $8.00K | 0.00% | +20+11.4% | Added |
| HighMark Wealth Management LLC | 176 | $8.00K | 0.01% | 00.0% | Unchanged |
| Gleason Group, Inc. | 190 | $8.00K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 178 | $8.00K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 201 | $9.00K | 0.00% | −190−48.6% | Reduced |
| Clearview Wealth Advisors LLC | 219 | $9.00K | 0.01% | −109−33.2% | Reduced |
| JJJ Advisors Inc. | 230 | $9.00K | 0.00% | +52+29.2% | Added |
| TCTC Holdings, LLC | 210 | $9.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 200 | $9.00K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 201 | $9.00K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 200 | $9.00K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 202 | $9.00K | 0.00% | +101+100.0% | Added |
| AlphaMark Advisors, LLC | 206 | $9.00K | 0.00% | +206 | New |
| Financial Perspectives, Inc | 210 | $9.01K | 0.01% | +1+0.5% | Added |
| Cary Street Partners Asset Management LLC | 243 | $10.0K | 0.00% | +243 | New |
| Johnson Financial Group, Inc. | 260 | $11.0K | 0.00% | −84−24.4% | Reduced |
| SOA Wealth Advisors, LLC. | 273 | $11.0K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 257 | $11.0K | 0.00% | +257 | New |
| Versant Capital Management, Inc | 285 | $12.0K | 0.00% | −9−3.1% | Reduced |
| Larson Financial Group LLC | 299 | $13.0K | 0.00% | −93−23.7% | Reduced |
| Farmers & Merchants Investments Inc | 300 | $13.0K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 300 | $13.0K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 300 | $13.0K | 0.01% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 308 | $13.0K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 304 | $13.0K | 0.01% | +304 | New |
| Worth Asset Management, LLC | 320 | $14.0K | 0.01% | −140−30.4% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 342 | $15.0K | 0.00% | −1,266−78.7% | Reduced |
| Earnest Partners LLC | 346 | $15.0K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 359 | $15.0K | 0.00% | +20+5.9% | Added |
| Focused Wealth Management, Inc | 366 | $16.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 397 | $17.0K | 0.02% | −53−11.8% | Reduced |
| Dividend Assets Capital, LLC | 400 | $17.0K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 400 | $17.0K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 400 | $17.0K | 0.01% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 405 | $17.0K | 0.00% | +405 | New |
| Whittier Trust Co | 416 | $18.0K | 0.00% | −60−12.6% | Reduced |
| Blue Bell Private Wealth Management, LLC | 411 | $18.0K | 0.01% | 00.0% | Unchanged |