| Ci Investments Inc. | 8 | $0 | 0.00% | −209−96.3% | Reduced |
| Princeton Global Asset Management LLC | 20 | $0 | 0.00% | −162−89.0% | Reduced |
| Cambridge Trust Co | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 8 | $0 | 0.00% | −4−33.3% | Reduced |
| Financial Management Professionals, Inc. | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 20 | $0 | 0.00% | +20 | New |
| VitalStone Financial, LLC | 21 | $0 | 0.00% | +21 | New |
| Hallmark Capital Management Inc | 0 | $8 | 0.00% | −17−100.0% | Reduced |
| Halpern Financial, Inc. | 1 | $24 | 0.00% | +1 | New |
| JJJ Advisors Inc. | 1 | $26 | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 2 | $47 | 0.00% | −41−95.3% | Reduced |
| Punch & Associates Investment Management, Inc. | 2 | $47 | 0.00% | +2 | New |
| Bourgeon Capital Management LLC | 4 | $95 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 4 | $95 | 0.00% | +4 | New |
| Aspire Private Capital, LLC | 5 | $118 | 0.00% | −5−50.0% | Reduced |
| Delos Wealth Advisors, LLC | 5 | $118 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 24 | $144 | 0.00% | +24 | New |
| BerganKDV Wealth Management, LLC | 10 | $236 | 0.00% | −23−69.7% | Reduced |
| North Star Investment Management Corp. | 10 | $236 | 0.00% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 10 | $236 | 0.00% | +10 | New |
| Disciplined Investments, LLC | 10 | $237 | 0.00% | +2+25.0% | Added |
| SJS Investment Consulting Inc. | 11 | $260 | 0.00% | +7+175.0% | Added |
| My Personal CFO, LLC | 12 | $284 | 0.00% | +12 | New |
| Sanctuary Wealth Management, L.L.C. | 13 | $307 | 0.00% | +13 | New |
| Retirement Financial Solutions, LLC | 13 | $307 | 0.00% | +13 | New |
| Cranbrook Wealth Management, LLC | 14 | $331 | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 14 | $331 | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 13 | $340 | 0.00% | +13 | New |
| Stonebridge Capital Advisors LLC | 15 | $355 | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 18 | $426 | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 20 | $473 | 0.00% | −171−89.5% | Reduced |
| Castleview Partners, LLC | 20 | $473 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 20 | $473 | 0.00% | 00.0% | Unchanged |
| National Pension Service | 22 | $520 | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 23 | $544 | 0.00% | −68−74.7% | Reduced |
| Beaird Harris Wealth Management, LLC | 23 | $544 | 0.00% | 00.0% | Unchanged |
| BBJS Financial Advisors, LLC | 25 | $591 | 0.00% | +25 | New |
| Private Advisor Group, LLC | 26,899 | $636 | 0.00% | −4,254−13.7% | Reduced |
| Comerica Securities,inc. | 27 | $639 | 0.00% | +27 | New |
| Fiduciary Alliance LLC | 27 | $639 | 0.00% | +27 | New |
| Baker Avenue Asset Management, LP | 28 | $662 | 0.00% | +28 | New |
| Earnest Partners LLC | 39 | $922 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 40 | $946 | 0.00% | −233−85.3% | Reduced |
| JNBA Financial Advisors | 40 | $946 | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 40 | $946 | 0.00% | +20+100.0% | Added |
| Schubert & Co | 42 | $993 | 0.00% | −10−19.2% | Reduced |
| FNY Investment Advisers, LLC | 50 | $1.00K | 0.00% | −100−66.7% | Reduced |
| Winch Advisory Services, LLC | 62 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 56 | $1.00K | 0.00% | −1−1.8% | Reduced |
| JCIC Asset Management Inc. | 33 | $1.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 53 | $1.00K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 45 | $1.00K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 38 | $1.00K | 0.00% | +38 | New |
| Ten Capital Wealth Advisors, LLC | 44 | $1.04K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 47 | $1.11K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 48 | $1.14K | 0.00% | −32−40.0% | Reduced |
| West Branch Capital LLC | 49 | $1.16K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 50 | $1.18K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 50 | $1.18K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 50 | $1.18K | 0.00% | 00.0% | Unchanged |
| MinichMacGregor Wealth Management, LLC | 50 | $1.18K | 0.00% | +50 | New |
| Beacon Capital Management, LLC | 51 | $1.21K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 60 | $1.37K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 59 | $1.39K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 60 | $1.42K | 0.00% | −166−73.5% | Reduced |
| Newton One Investments LLC | 60 | $1.42K | 0.00% | 00.0% | Unchanged |
| Yarbrough Capital, LLC | 60 | $1.42K | 0.00% | +60 | New |
| Financial Perspectives, Inc | 62 | $1.47K | 0.00% | −35−36.1% | Reduced |
| WR Wealth Planners, LLC | 62 | $1.47K | 0.00% | −5−7.5% | Reduced |
| Larson Financial Group LLC | 64 | $1.51K | 0.00% | −117−64.6% | Reduced |
| CoreCap Advisors, LLC | 64 | $1.51K | 0.00% | +64 | New |
| Focused Wealth Management, Inc | 74 | $1.75K | 0.00% | +49+196.0% | Added |
| Caldwell Trust Co | 80 | $1.89K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 80 | $1.89K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 83 | $1.96K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 84 | $1.99K | 0.00% | +84 | New |
| West Oak Capital, LLC | 90 | $2.00K | 0.00% | −60−40.0% | Reduced |
| Hazlett, Burt & Watson, Inc. | 90 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 84 | $2.00K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 86 | $2.03K | 0.00% | +86 | New |
| Bell Investment Advisors, Inc | 92 | $2.18K | 0.00% | +60+187.5% | Added |
| Cornerstone Planning Group LLC | 88 | $2.19K | 0.00% | +88 | New |
| Optimum Investment Advisors | 100 | $2.37K | 0.00% | −29−22.5% | Reduced |
| Trust Co of Vermont | 100 | $2.37K | 0.00% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 100 | $2.37K | 0.00% | 00.0% | Unchanged |
| Schroder Investment Management Group | 100 | $2.38K | 0.00% | +100 | New |
| Raffa Wealth Management, LLC | 103 | $2.44K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 112 | $2.65K | 0.00% | −66−37.1% | Reduced |
| Huntington National Bank | 125 | $2.96K | 0.00% | −160−56.1% | Reduced |
| Endurance Wealth Management, Inc. | 130 | $3.00K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 140 | $3.31K | 0.00% | −490−77.8% | Reduced |
| Global Retirement Partners, LLC | 145 | $3.43K | 0.00% | −53−26.8% | Reduced |
| Arcus Capital Partners, LLC | 147 | $3.48K | 0.00% | +147 | New |
| Sandy Spring Bank | 150 | $3.55K | 0.00% | −230−60.5% | Reduced |
| Kistler-Tiffany Companies, LLC | 157 | $3.71K | 0.00% | +100+175.4% | Added |
| Versant Capital Management, Inc | 165 | $3.90K | 0.00% | +86+108.9% | Added |
| Benjamin F. Edwards & Company, Inc. | 182 | $4.00K | 0.00% | −47−20.5% | Reduced |