| Hallmark Capital Management Inc | 1 | $3 | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1 | $4 | 0.00% | 00.0% | Unchanged |
| Clear Street LLC | 2 | $8 | 0.00% | +2 | New |
| Tucker Asset Management LLC | 4 | $16 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 5 | $19 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 5 | $19 | 0.00% | +3+150.0% | Added |
| Cornerstone Planning Group LLC | 12 | $35 | 0.00% | +1+9.1% | Added |
| Future Financial Wealth Managment LLC | 10 | $39 | 0.00% | +10 | New |
| Investors Research Corp | 17 | $66 | 0.00% | +17 | New |
| Robinswood Financial LLC | 20 | $76 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 36 | $140 | 0.00% | 00.0% | Unchanged |
| America First Investment Advisors, LLC | 40 | $155 | 0.00% | +40 | New |
| Sofos Investments, Inc. | 55 | $212 | 0.00% | +55 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 68 | $263 | 0.00% | +68 | New |
| Gradient Investments LLC | 80 | $310 | 0.00% | −2,653−97.1% | Reduced |
| Zions Bancorporation, N.A. | 91 | $353 | 0.00% | −201−68.8% | Reduced |
| Rosenberg Matthew Hamilton | 100 | $383 | 0.00% | +100 | New |
| M&R Capital Management Inc | 100 | $388 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 100 | $388 | 0.00% | 00.0% | Unchanged |
| Peoples Bank | 100 | $388 | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 100 | $388 | 0.00% | +100 | New |
| POM Investment Strategies, LLC | 100 | $388 | 0.00% | +100 | New |
| FinTrust Capital Advisors, LLC | 118 | $458 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 133 | $517 | 0.00% | +58+77.3% | Added |
| Horizons Wealth Management | 95 | $520 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 150 | $582 | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 150 | $582 | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 165 | $639 | 0.00% | −670−80.2% | Reduced |
| Fortis Group Advisors, LLC | 170 | $660 | 0.00% | −170−50.0% | Reduced |
| Pathway Financial Advisers, LLC | 193 | $750 | 0.00% | +1+0.5% | Added |
| Planning Capital Management Corp | 200 | $776 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 206 | $799 | 0.00% | −69−25.1% | Reduced |
| Carolinas Wealth Consulting LLC | 206 | $799 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 206 | $799 | 0.00% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 300 | $942 | 0.00% | +300 | New |
| Parkside Financial Bank & Trust | 246 | $955 | 0.00% | −2,025−89.2% | Reduced |
| Whittier Trust Co | 250 | $970 | 0.00% | −518−67.4% | Reduced |
| Jones Financial Companies LLLP | 250 | $970 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 250 | $970 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 409 | $1.00K | 0.00% | −11,222−96.5% | Reduced |
| Capital Analysts, LLC | 200 | $1.00K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 290 | $1.13K | 0.00% | +290 | New |
| Highlander Capital Management, LLC | 300 | $1.16K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 300 | $1.16K | 0.00% | 00.0% | Unchanged |
| MidAtlantic Capital Management, Inc. | 300 | $1.16K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 305 | $1.18K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 310 | $1.20K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 300 | $1.24K | 0.00% | +200+200.0% | Added |
| Massmutual Trust Co FSB | 357 | $1.39K | 0.00% | +229+178.9% | Added |
| First Pacific Financial | 401 | $1.56K | 0.00% | +116+40.7% | Added |
| SJS Investment Consulting Inc. | 415 | $1.61K | 0.00% | +168+68.0% | Added |
| Rocky Mountain Advisers, LLC | 425 | $1.65K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 500 | $1.94K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 512 | $1.99K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 550 | $2.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 396 | $2.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 500 | $2.00K | 0.00% | +500 | New |
| Farther Finance Advisors, LLC | 527 | $2.02K | 0.00% | +15+2.9% | Added |
| American National Bank | 566 | $2.20K | 0.00% | −6,945−92.5% | Reduced |
| Copeland Capital Management, LLC | 589 | $2.29K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 618 | $2.40K | 0.00% | +618 | New |
| Glass Jacobson Investment Advisors llc | 683 | $2.65K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 690 | $2.68K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 697 | $2.70K | 0.00% | −324−31.7% | Reduced |
| Pineridge Advisors LLC | 720 | $2.79K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 665 | $3.00K | 0.00% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 11,490 | $3.00K | 0.14% | +11,490 | New |
| Evermay Wealth Management LLC | 800 | $3.10K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 800 | $3.10K | 0.00% | +100+14.3% | Added |
| Rakuten Securities, Inc. | 802 | $3.11K | 0.00% | +798+19,950.0% | Added |
| Albion Financial Group | 875 | $3.40K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 889 | $3.45K | 0.00% | +889 | New |
| Cherry Tree Wealth Management, LLC | 920 | $3.57K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 936 | $3.63K | 0.00% | +936 | New |
| Old Point Trust & Financial Services N A | 960 | $3.73K | 0.00% | +960 | New |
| Ronald Blue Trust, Inc. | 967 | $3.75K | 0.00% | −222−18.7% | Reduced |
| Arrow Financial Corp | 1,000 | $3.88K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 1,000 | $3.88K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 1,000 | $3.88K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 1,000 | $3.88K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 1,000 | $3.88K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 1,000 | $3.88K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 1,020 | $3.96K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 1,081 | $4.20K | 0.00% | −1,619−60.0% | Reduced |
| New England Capital Financial Advisors LLC | 1,100 | $4.27K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 1,559 | $4.77K | 0.00% | +1,559 | New |
| Clear Point Advisors Inc. | 1,240 | $4.81K | 0.00% | +4+0.3% | Added |
| Larson Financial Group LLC | 1,316 | $5.11K | 0.00% | +7+0.5% | Added |
| Kelly Financial Services LLC | 1,325 | $5.14K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 1,330 | $5.16K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,930 | $5.67K | 0.00% | −1,017−34.5% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,467 | $5.68K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 1,500 | $5.75K | 0.00% | −45−2.9% | Reduced |
| Cypress Capital Management LLC (WY) | 1,500 | $5.82K | 0.01% | 00.0% | Unchanged |
| Cutler Group LP | 1,688 | $6.00K | 0.00% | +1,688 | New |
| Westside Investment Management, Inc. | 1,575 | $6.11K | 0.00% | −475−23.2% | Reduced |
| Atticus Wealth Management, LLC | 1,591 | $6.17K | 0.00% | +6+0.4% | Added |
| Archer Investment Corp | 1,625 | $6.30K | 0.00% | +6+0.4% | Added |
| Whittier Trust Co of Nevada Inc | 1,674 | $6.49K | 0.00% | +518+44.8% | Added |
| Bartlett & Co. Wealth Management LLC | 1,692 | $6.57K | 0.00% | 00.0% | Unchanged |