| Asset Dedication, LLC | 27 | $0 | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 16 | $0 | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1 | $19 | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 1 | $19 | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 1 | $19 | 0.00% | +1 | New |
| Cornerstone Planning Group LLC | 2 | $38 | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 2 | $38 | 0.00% | +2 | New |
| Tennessee Valley Asset Management Partners | 4 | $75 | 0.00% | +4 | New |
| Toronto Dominion Bank | 5 | $94 | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 5 | $94 | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 5 | $94 | 0.00% | +5 | New |
| Main Street Group, LTD | 5 | $94 | 0.00% | +5 | New |
| Livelsberger Financial Advisory | 5 | $94 | 0.00% | +5 | New |
| Birchbrook, Inc. | 5 | $95 | 0.00% | +5 | New |
| FinTrust Capital Advisors, LLC | 7 | $132 | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 9 | $169 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 9 | $170 | 0.00% | +9 | New |
| Creative Financial Designs Inc | 10 | $188 | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 10 | $188 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 11 | $205 | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 11 | $207 | 0.00% | +11 | New |
| Chilton Capital Management LLC | 12 | $226 | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 12 | $226 | 0.00% | +12 | New |
| Richard W. Paul & Associates, LLC | 13 | $245 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 16 | $253 | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 14 | $263 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 15 | $282 | 0.00% | −13−46.4% | Reduced |
| Peoples Financial Services Corp. | 16 | $300 | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 16 | $301 | 0.00% | −8−33.3% | Reduced |
| Sound Income Strategies, LLC | 16 | $301 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 16 | $301 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 16 | $301 | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 16 | $302 | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 16 | $302 | 0.00% | +16 | New |
| Salem Investment Counselors Inc | 17 | $320 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 17 | $320 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 18 | $339 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 20 | $377 | 0.00% | +20 | New |
| Spotlight Asset Group, Inc. | 25 | $395 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 21 | $396 | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 23 | $433 | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 24 | $452 | 0.00% | −71−74.7% | Reduced |
| Riggs Asset Managment Co. Inc. | 24 | $452 | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 24 | $452 | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 25 | $471 | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 25 | $471 | 0.00% | +25 | New |
| Manitou Investment Management Ltd. | 27 | $508 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 28 | $527 | 0.00% | −11−28.2% | Reduced |
| Parkside Financial Bank & Trust | 29 | $546 | 0.00% | −297−91.1% | Reduced |
| Geneos Wealth Management Inc. | 29 | $546 | 0.00% | +29 | New |
| Bokf, NA | 30 | $564 | 0.00% | +30 | New |
| Semmax Financial Advisors Inc. | 34 | $581 | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 33 | $622 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 33 | $622 | 0.00% | +4+13.8% | Added |
| Johnson Financial Group, Inc. | 33 | $622 | 0.00% | +33 | New |
| Fortis Group Advisors, LLC | 34 | $640 | 0.00% | +17+100.0% | Added |
| Global Retirement Partners, LLC | 39 | $649 | 0.00% | +2+5.4% | Added |
| Larson Financial Group LLC | 36 | $678 | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 38 | $697 | 0.00% | −6−13.6% | Reduced |
| Sachetta, LLC | 37 | $697 | 0.00% | +37 | New |
| HM Payson & Co | 38 | $716 | 0.00% | −40−51.3% | Reduced |
| Private Trust Co NA | 39 | $734 | 0.00% | −865−95.7% | Reduced |
| Aspire Private Capital, LLC | 40 | $752 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 40 | $753 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, Inc. | 40 | $753 | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 41 | $772 | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 42 | $790 | 0.00% | −25−37.3% | Reduced |
| NewSquare Capital LLC | 43 | $809 | 0.00% | −66−60.6% | Reduced |
| Northwest Financial Advisors | 45 | $847 | 0.00% | +45 | New |
| Proequities, Inc. | 50 | $941 | 0.00% | 00.0% | Unchanged |
| American State Bank (Iowa) | 50 | $941 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 52 | $979 | 0.00% | −50−49.0% | Reduced |
| Horrell Capital Management, Inc. | 41 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 58 | $1.00K | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 56 | $1.05K | 0.00% | +56 | New |
| Rothschild Investment LLC | 57 | $1.07K | 0.00% | +57 | New |
| Glassman Wealth Services | 60 | $1.13K | 0.00% | −104−63.4% | Reduced |
| Gradient Investments LLC | 63 | $1.19K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 63 | $1.19K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 64 | $1.21K | 0.00% | −62−49.2% | Reduced |
| Kelly Lawrence W & Associates Inc | 66 | $1.24K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 69 | $1.30K | 0.00% | +25+56.8% | Added |
| TD Waterhouse Canada Inc. | 80 | $1.39K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 75 | $1.41K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 75 | $1.41K | 0.00% | +75 | New |
| Federation des caisses Desjardins du Quebec | 80 | $1.51K | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 81 | $1.52K | 0.00% | +81 | New |
| Nemes Rush Group LLC | 83 | $1.56K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 84 | $1.58K | 0.00% | −182−68.4% | Reduced |
| Baystate Wealth Management LLC | 84 | $1.58K | 0.00% | +33+64.7% | Added |
| Pacific Center for Financial Services | 85 | $1.60K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 100 | $1.88K | 0.00% | −25−20.0% | Reduced |
| Clear Point Advisors Inc. | 102 | $1.92K | 0.00% | +102 | New |
| Farmers & Merchants Investments Inc | 103 | $1.94K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 103 | $1.94K | 0.00% | +103 | New |
| Hazlett, Burt & Watson, Inc. | 82 | $2.00K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 80 | $2.00K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 119 | $2.00K | 0.00% | +119 | New |
| Hexagon Capital Partners LLC | 107 | $2.01K | 0.00% | +101+1,683.3% | Added |