| DHJJ Financial Advisors, Ltd. | 7 | $160 | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 16 | $364 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 20 | $455 | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 20 | $455 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 30 | $683 | 0.00% | −58−65.9% | Reduced |
| BlackRock Inc. | 41 | $933 | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 50 | $1.14K | 0.00% | −5,650−99.1% | Reduced |
| Cypress Capital Management LLC (WY) | 50 | $1.14K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 60 | $1.36K | 0.00% | −1,500−96.2% | Reduced |
| CNB Bank | 85 | $1.93K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 95 | $2.16K | 0.00% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 100 | $2.27K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 100 | $2.27K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 100 | $2.27K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 100 | $2.27K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 100 | $2.27K | 0.00% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 100 | $2.27K | 0.00% | +100 | New |
| Robinswood Financial LLC | 100 | $2.29K | 0.00% | 00.0% | Unchanged |
| Christopher J. Hasenberg, Inc | 110 | $2.50K | 0.00% | +110 | New |
| HM Payson & Co | 116 | $2.64K | 0.00% | −3,750−97.0% | Reduced |
| CBIZ Investment Advisory Services, LLC | 117 | $2.66K | 0.00% | +117 | New |
| Founders Capital Management | 120 | $2.73K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 120 | $2.73K | 0.00% | +120 | New |
| Valley National Advisers Inc | 140 | $3.00K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 133 | $3.03K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 150 | $3.41K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 155 | $3.53K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 160 | $3.64K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 160 | $3.64K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 170 | $3.87K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 170 | $3.87K | 0.00% | +170 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 155 | $4.00K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 200 | $4.55K | 0.00% | −8,132−97.6% | Reduced |
| Barrett & Company, Inc. | 200 | $4.55K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 200 | $4.55K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 200 | $4.55K | 0.00% | 00.0% | Unchanged |
| BNP Paribas | 200 | $4.55K | 0.00% | +200 | New |
| Pacific Capital Wealth Advisors, Inc | 229 | $5.21K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 235 | $5.35K | 0.00% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 250 | $5.69K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 250 | $5.69K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 267 | $6.00K | 0.00% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 275 | $6.26K | 0.01% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 290 | $6.63K | 0.00% | +290 | New |
| Stone House Investment Management, LLC | 295 | $6.71K | 0.00% | 00.0% | Unchanged |
| BBJS Financial Advisors, LLC | 300 | $6.83K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 330 | $7.51K | 0.00% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 201,877 | $8.83K | 0.40% | +201,877 | New |
| Westside Investment Management, Inc. | 400 | $9.10K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 400 | $9.10K | 0.00% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 400 | $9.10K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 420 | $9.55K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 428 | $9.74K | 0.00% | 00.0% | Unchanged |
| Peoples Bank | 435 | $9.89K | 0.01% | −221−33.7% | Reduced |
| Atticus Wealth Management, LLC | 436 | $9.92K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 440 | $10.0K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 440 | $10.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 450 | $10.2K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 463 | $10.5K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 465 | $10.6K | 0.00% | +73+18.6% | Added |
| Broadwater Capital Management LLC | 481 | $10.9K | 0.01% | +481 | New |
| Hexagon Capital Partners LLC | 500 | $11.4K | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 500 | $11.4K | 0.01% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 500 | $11.4K | 0.01% | +500 | New |
| Register Financial Advisors LLC | 500 | $11.4K | 0.01% | +500 | New |
| Headlands Technologies LLC | 501 | $11.4K | 0.00% | +501 | New |
| Tucker Asset Management LLC | 512 | $11.6K | 0.00% | +219+74.7% | Added |
| Atlantic Trust, LLC | 522 | $11.9K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 551 | $12.5K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 568 | $12.9K | 0.01% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 600 | $13.5K | 0.00% | 00.0% | Unchanged |
| Bray Capital Advisors | 600 | $13.7K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 600 | $13.7K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 638 | $14.5K | 0.00% | +638 | New |
| Lakeview Capital Partners, LLC | 657 | $14.9K | 0.00% | +657 | New |
| AlphaMark Advisors, LLC | 650 | $15.0K | 0.01% | −50−7.1% | Reduced |
| West Oak Capital, LLC | 640 | $15.0K | 0.01% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 670 | $15.2K | 0.01% | +670 | New |
| Financial Management Professionals, Inc. | 700 | $16.0K | 0.00% | −175−20.0% | Reduced |
| American Capital Advisory, LLC | 727 | $16.1K | 0.01% | 00.0% | Unchanged |
| General Partner, Inc. | 750 | $17.1K | 0.01% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 771 | $17.5K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 800 | $18.2K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 800 | $18.2K | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 833 | $19.0K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 852 | $19.4K | 0.01% | +10+1.2% | Added |
| Compass Wealth Management LLC | 854 | $19.4K | 0.00% | 00.0% | Unchanged |
| Ironwood Wealth Management, Inc. | 750 | $19.5K | 0.01% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 875 | $19.9K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 910 | $20.7K | 0.01% | +910 | New |
| First United Bank Trust | 915 | $20.8K | 0.01% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 925 | $21.0K | 0.02% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 958 | $21.8K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 967 | $22.0K | 0.00% | −10−1.0% | Reduced |
| Belmont Capital, LLC | 977 | $22.2K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 980 | $22.3K | 0.01% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 1,000 | $22.8K | 0.01% | 00.0% | Unchanged |
| Rain Capital Management, LLC | 1,000 | $22.8K | 0.02% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 1,000 | $23.0K | 0.02% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 1,012 | $23.0K | 0.00% | +1,012 | New |