| Zions Bancorporation, N.A. | 11 | $0 | 0.00% | −20−64.5% | Reduced |
| Cambridge Trust Co | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 11 | $0 | 0.00% | −15−57.7% | Reduced |
| Clearview Wealth Advisors LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 8 | $0 | 0.00% | +4+100.0% | Added |
| First Manhattan Co | 19 | $0 | 0.00% | +19 | New |
| Carolinas Wealth Consulting LLC | 7 | $0 | 0.00% | +7 | New |
| WestEnd Advisors, LLC | – | $42 | 0.00% | – | – |
| Financial Perspectives, Inc | 4 | $170 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 5 | $212 | 0.00% | −25−83.3% | Reduced |
| Glen Eagle Advisors, LLC | 11 | $467 | 0.00% | −80−87.9% | Reduced |
| McIlrath & Eck, LLC | 29 | $1.00K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 26 | $1.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 18 | $1.00K | 0.00% | +18 | New |
| Cordant, Inc. | 35 | $1.00K | 0.00% | +35 | New |
| Lenox Wealth Advisors, LLC | 55 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Trust Co | 58 | $2.00K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 55 | $2.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 42 | $2.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 50 | $2.00K | 0.00% | +21+72.4% | Added |
| FIL Ltd | 54 | $2.00K | 0.00% | +54 | New |
| GHP Investment Advisors, Inc. | 45 | $2.00K | 0.00% | +45 | New |
| Annapolis Financial Services, LLC | 39 | $2.00K | 0.00% | +39 | New |
| Lansing Street Advisors | 48 | $2.00K | 0.00% | +48 | New |
| Archer Investment Corp | 59 | $2.21K | 0.00% | −638−91.5% | Reduced |
| Cowen Prime Advisors LLC | 75 | $3.00K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 75 | $3.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 60 | $3.00K | 0.00% | +10+20.0% | Added |
| Investors Research Corp | 60 | $3.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 59 | $3.00K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 60 | $3.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 61 | $3.00K | 0.00% | +35+134.6% | Added |
| Tarbox Family Office, Inc. | 81 | $3.00K | 0.00% | +69+575.0% | Added |
| GW&K Investment Management, LLC | 75 | $3.00K | 0.00% | +75 | New |
| Clear Street Markets LLC | 68 | $3.00K | 0.00% | +68 | New |
| Rockbridge Investment Management, LCC | 75 | $3.15K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 88 | $4.00K | 0.01% | −392−81.7% | Reduced |
| State of Wyoming | 96 | $4.00K | 0.00% | −171−64.0% | Reduced |
| Concord Wealth Partners | 102 | $4.00K | 0.00% | −50−32.9% | Reduced |
| Tompkins Financial Corp | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 105 | $4.00K | 0.00% | +7+7.1% | Added |
| John W. Brooker & Co., CPAs | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 86 | $4.00K | 0.00% | +86 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 100 | $4.00K | 0.00% | +100 | New |
| Larson Financial Group LLC | 122 | $5.00K | 0.00% | −40−24.7% | Reduced |
| FinTrust Capital Advisors, LLC | 116 | $5.00K | 0.00% | +6+5.5% | Added |
| West Branch Capital LLC | 110 | $5.00K | 0.00% | 00.0% | Unchanged |
| First National Bank of South Miami | 118 | $5.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 110 | $5.00K | 0.00% | +110 | New |
| Dravo Bay LLC | 132 | $5.60K | 0.00% | +132 | New |
| Sutton Wealth Advisors Inc. | 139 | $5.90K | 0.00% | +43+44.8% | Added |
| 1832 Asset Management L.P. | 150 | $6.00K | 0.00% | −632,462−100.0% | Reduced |
| Ellevest, Inc. | 144 | $6.00K | 0.00% | −487−77.2% | Reduced |
| Capital Analysts, LLC | 145 | $6.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 150 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 150 | $6.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 140 | $6.00K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 135 | $6.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 155 | $6.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 136 | $6.00K | 0.00% | +39+40.2% | Added |
| Howe & Rusling Inc | 150 | $6.00K | 0.00% | +64+74.4% | Added |
| Centerpoint Advisors, LLC | 175 | $7.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 166 | $7.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 198 | $8.00K | 0.00% | −194−49.5% | Reduced |
| EverSource Wealth Advisors, LLC | 178 | $8.00K | 0.00% | −116−39.5% | Reduced |
| Atwood & Palmer Inc | 200 | $8.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 200 | $8.00K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 183 | $8.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 200 | $8.00K | 0.00% | +200 | New |
| Anchor Investment Management, LLC | 200 | $8.48K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 227 | $9.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 221 | $9.00K | 0.00% | −4−1.8% | Reduced |
| Valley National Advisers Inc | 219 | $9.00K | 0.00% | 00.0% | Unchanged |
| US Asset Management LLC | 202 | $9.00K | 0.01% | +202 | New |
| TCWP LLC | 216 | $9.00K | 0.00% | +216 | New |
| Endurance Wealth Management, Inc. | 224 | $10.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 227 | $10.0K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 250 | $11.0K | 0.00% | −108−30.2% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 268 | $11.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 260 | $11.0K | 0.00% | +170+188.9% | Added |
| Bay Harbor Wealth Management, LLC | 265 | $11.0K | 0.00% | +265 | New |
| TD Private Client Wealth LLC | 276 | $11.7K | 0.00% | +115+71.4% | Added |