| Zions Bancorporation, N.A. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 2 | $0 | 0.00% | +2 | New |
| Capital Advisors, Ltd. LLC | 7 | $0 | 0.00% | +7 | New |
| TD Private Client Wealth LLC | 11 | $633 | 0.00% | +11 | New |
| Sutton Wealth Advisors Inc. | 15 | $863 | 0.00% | +15 | New |
| SRS Capital Advisors, Inc. | 12 | $1.00K | 0.00% | −2,945−99.6% | Reduced |
| Focused Wealth Management, Inc | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 29 | $1.00K | 0.00% | +29 | New |
| Bivin & Associates, Inc. | 20 | $1.00K | 0.00% | +20 | New |
| Glassman Wealth Services | 31 | $2.00K | 0.00% | −13−29.5% | Reduced |
| Selective Wealth Management, Inc. | 28 | $2.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 35 | $2.00K | 0.00% | +35 | New |
| Lenox Wealth Advisors, LLC | 37 | $2.00K | 0.00% | +37 | New |
| Newbridge Financial Services Group, Inc. | 33 | $2.00K | 0.00% | +33 | New |
| Schubert & Co | 32 | $2.00K | 0.00% | +32 | New |
| Jones Financial Companies LLLP | 56 | $3.00K | 0.00% | −259−82.2% | Reduced |
| Bell Investment Advisors, Inc | 46 | $3.00K | 0.00% | +11+31.4% | Added |
| Umb Bank N A | 57 | $3.00K | 0.00% | +57 | New |
| JFS Wealth Advisors, LLC | 44 | $3.00K | 0.00% | +44 | New |
| Tradition Wealth Management, LLC | 49 | $3.00K | 0.00% | +49 | New |
| Regency Capital Management Inc. | 50 | $3.00K | 0.00% | +50 | New |
| Rise Advisors, LLC | 69 | $3.95K | 0.00% | +69 | New |
| Key Financial Inc | 75 | $4.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 77 | $4.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 66 | $4.00K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 75 | $4.31K | 0.00% | −125−62.5% | Reduced |
| PFS Partners, LLC | 84 | $4.83K | 0.00% | +84 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 88 | $5.00K | 0.00% | −88−50.0% | Reduced |
| Tortoise Investment Management, LLC | 87 | $5.00K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 82 | $5.00K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 88 | $5.00K | 0.00% | +88 | New |
| McDonald Partners LLC | 96 | $5.52K | 0.01% | +96 | New |
| Absolute Capital Management, LLC | 96 | $5.52K | 0.01% | +96 | New |
| Earnest Partners LLC | 109 | $6.00K | 0.00% | 00.0% | Unchanged |
| Spectrum Management Group, LLC | 101 | $6.00K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 115 | $6.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 110 | $6.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 103 | $6.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 100 | $6.00K | 0.01% | +100 | New |
| Signaturefd, LLC | 115 | $7.00K | 0.00% | −39−25.3% | Reduced |
| Plante Moran Financial Advisors, LLC | 120 | $7.00K | 0.00% | +120 | New |
| Sageworth Trust Co | 134 | $8.00K | 0.00% | −446−76.9% | Reduced |
| Pinnacle Bancorp, Inc. | 151 | $9.00K | 0.00% | −200−57.0% | Reduced |
| Allworth Financial LP | 151 | $9.00K | 0.00% | 00.0% | Unchanged |
| Schroder Investment Management Group | 157 | $9.00K | 0.00% | +65+70.7% | Added |
| Whittier Trust Co of Nevada Inc | 149 | $9.00K | 0.00% | +99+198.0% | Added |
| Vectors Research Management, LLC | 177 | $10.0K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 179 | $10.0K | 0.00% | +1+0.6% | Added |
| Massmutual Trust Co FSB | 172 | $10.0K | 0.00% | +151+719.0% | Added |
| Huntington National Bank | 178 | $10.0K | 0.00% | +177+17,700.0% | Added |
| Washington Trust Advisors, Inc. | 178 | $10.0K | 0.00% | +178 | New |
| Baystate Wealth Management LLC | 189 | $11.0K | 0.00% | +189 | New |
| Benjamin F. Edwards & Company, Inc. | 200 | $12.0K | 0.00% | −151−43.0% | Reduced |
| Covestor Ltd | 209 | $12.0K | 0.02% | +209 | New |
| TCI Wealth Advisors, Inc. | 224 | $13.0K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 250 | $14.4K | 0.00% | +250 | New |
| Financial Management Professionals, Inc. | 269 | $15.0K | 0.00% | −70−20.6% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 285 | $16.0K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 283 | $16.0K | 0.01% | +283 | New |
| Fieldpoint Private Securities, LLC | 355 | $20.0K | 0.00% | +20+6.0% | Added |
| Parallel Advisors, LLC | 370 | $21.0K | 0.00% | +3+0.8% | Added |
| Coastal Capital Group, Inc. | 368 | $21.0K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 386 | $22.0K | 0.01% | +2+0.5% | Added |
| PSI Advisors, LLC | 407 | $23.0K | 0.01% | +1+0.2% | Added |
| McIlrath & Eck, LLC | 396 | $23.0K | 0.01% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 397 | $23.0K | 0.02% | +397 | New |
| Signet Financial Management, LLC | 424 | $24.0K | 0.00% | +424 | New |
| Meeder Asset Management Inc | 434 | $25.0K | 0.00% | −7,766−94.7% | Reduced |
| Creative Financial Designs Inc | 440 | $25.0K | 0.00% | +90+25.7% | Added |
| Sageworth Trust Co of South Dakota | 440 | $25.0K | 0.04% | +440 | New |
| Fred Alger Management, LLC | 468 | $27.0K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 486 | $28.0K | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 499 | $29.0K | 0.00% | 00.0% | Unchanged |
| Castle Financial & Retirement Planning Associates, Inc. | 600 | $31.0K | 0.11% | +600 | New |
| Kings Point Capital Management | 558 | $32.0K | 0.00% | +13+2.4% | Added |
| Hanseatic Management Services Inc | 575 | $33.0K | 0.05% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 1,694 | $35.0K | 0.00% | 00.0% | Unchanged |
| Trust Co | 602 | $35.0K | 0.01% | 00.0% | Unchanged |
| Ironwood Wealth Management, Inc. | 605 | $35.0K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 650 | $37.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 664 | $38.0K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 656 | $38.0K | 0.01% | 00.0% | Unchanged |
| National Bank of Canada | 657 | $38.0K | 0.00% | +657 | New |
| Quent Capital, LLC | 696 | $40.0K | 0.01% | +696 | New |
| Loomis Sayles & Co L P | 733 | $42.0K | 0.00% | +733 | New |
| CWM, LLC | 768 | $44.0K | 0.00% | +768 | New |
| Total Clarity Wealth Management, Inc. | 800 | $46.0K | 0.02% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 864 | $50.0K | 0.07% | +864 | New |
| CoreCap Advisors, LLC | 1,038 | $60.0K | 0.00% | +1,038 | New |
| Hudock, Inc. | 1,125 | $64.0K | 0.02% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 1,180 | $67.9K | 0.01% | +203+20.8% | Added |
| Fortis Advisors, LLC | 1,182 | $68.0K | 0.04% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,200 | $69.0K | 0.00% | +1,200 | New |
| Eaton Vance Management | 1,265 | $73.0K | 0.00% | +19+1.5% | Added |
| IFP Advisors, Inc | 1,440 | $83.0K | 0.00% | −78−5.1% | Reduced |