| Bellwether Advisors, LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Curi Capital | 4 | $0 | 0.00% | +4 | New |
| WestEnd Advisors, LLC | – | $118 | 0.00% | – | – |
| Montag A & Associates Inc | 9 | $1.00K | 0.00% | −2,038−99.6% | Reduced |
| Berkshire Capital Holdings Inc | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 8 | $1.00K | 0.00% | +4+100.0% | Added |
| Cordasco Financial Network | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 8 | $1.00K | 0.00% | +5+166.7% | Added |
| First Manhattan Co | 11 | $1.00K | 0.00% | +11 | New |
| Burleson & Company, LLC | 7 | $1.00K | 0.00% | +7 | New |
| CFS Investment Advisory Services, LLC | 89,855 | $1.00K | 0.00% | +89,855 | New |
| SJS Investment Consulting Inc. | 13 | $1.00K | 0.00% | +13 | New |
| ClariVest Asset Management LLC | 13 | $2.00K | 0.00% | −237,341−100.0% | Reduced |
| Pacifica Partners Inc. | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 21 | $2.00K | 0.00% | +16+320.0% | Added |
| Pinnacle Bancorp, Inc. | 17 | $2.00K | 0.00% | +17 | New |
| Disciplined Investments, LLC | 20 | $2.00K | 0.00% | +20 | New |
| Tradewinds Capital Management, LLC | 25 | $3.00K | 0.00% | −10−28.6% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 26 | $3.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 27 | $3.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 25 | $3.00K | 0.00% | +6+31.6% | Added |
| Stuart Chaussee & Associates, Inc. | 30 | $4.00K | 0.00% | −43−58.9% | Reduced |
| Stonebridge Capital Advisors LLC | 35 | $4.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 35 | $4.00K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 36 | $4.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 37 | $4.00K | 0.00% | +37 | New |
| Baldwin Brothers Inc | 41 | $5.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 44 | $5.00K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 44 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 40 | $5.00K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 45 | $5.00K | 0.00% | +35+350.0% | Added |
| Huntington National Bank | 40 | $5.00K | 0.00% | +40 | New |
| Howe & Rusling Inc | 44 | $5.00K | 0.00% | +44 | New |
| Cordant, Inc. | 40 | $5.00K | 0.00% | +40 | New |
| Laffer Tengler Investments | 48 | $5.67K | 0.00% | +48 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 50 | $6.00K | 0.00% | −5,144−99.0% | Reduced |
| Winch Advisory Services, LLC | 50 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 50 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 47 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 50 | $6.00K | 0.00% | 00.0% | Unchanged |
| WD Rutherford LLC | 50 | $6.00K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 49 | $6.00K | 0.00% | +49 | New |
| Trustcore Financial Services, LLC | 50 | $6.00K | 0.00% | +50 | New |
| GPS Wealth Strategies Group, LLC | 55 | $7.00K | 0.00% | −275−83.3% | Reduced |
| Raffa Wealth Management, LLC | 65 | $7.68K | 0.00% | −2−3.0% | Reduced |
| Cedar Mountain Advisors, LLC | 71 | $8.00K | 0.00% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 68 | $8.00K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 67 | $8.00K | 0.00% | +67 | New |
| Manchester Capital Management LLC | 80 | $9.00K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 78 | $9.00K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 76 | $9.00K | 0.00% | +16+26.7% | Added |
| JJJ Advisors Inc. | 73 | $9.00K | 0.00% | +73 | New |
| Global Financial Private Client, LLC | 83 | $9.66K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 82 | $10.0K | 0.00% | −99−54.7% | Reduced |
| HighMark Wealth Management LLC | 84 | $10.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 90 | $11.0K | 0.00% | −8−8.2% | Reduced |
| RPg Family Wealth Advisory, LLC | 100 | $11.8K | 0.01% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 99 | $12.0K | 0.00% | −16,200−99.4% | Reduced |
| HC Financial Advisors Inc | 100 | $12.0K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 100 | $12.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 100 | $12.0K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 100 | $12.0K | 0.00% | +100 | New |
| Plante Moran Financial Advisors, LLC | 120 | $14.0K | 0.00% | −21−14.9% | Reduced |
| Blue Bell Private Wealth Management, LLC | 125 | $15.0K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 130 | $15.4K | 0.01% | +130 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 134 | $16.0K | 0.00% | −53−28.3% | Reduced |
| Corbenic Partners LLC | 133 | $16.0K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 147 | $17.0K | 0.01% | −67−31.3% | Reduced |
| Baystate Wealth Management LLC | 142 | $17.0K | 0.00% | −24−14.5% | Reduced |
| Essex Investment Management Co LLC | 145 | $17.0K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 147 | $17.0K | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 140 | $17.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 147 | $17.0K | 0.00% | +54+58.1% | Added |
| Global Trust Asset Management, LLC | 150 | $18.0K | 0.01% | −1,600−91.4% | Reduced |
| Piscataqua Savings Bank | 150 | $18.0K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 158 | $18.7K | 0.01% | +68+75.6% | Added |
| Hexagon Capital Partners LLC | 162 | $19.0K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 158 | $19.0K | 0.00% | +93+143.1% | Added |
| TCI Wealth Advisors, Inc. | 171 | $20.0K | 0.00% | −52−23.3% | Reduced |
| Cedar Wealth Management, LLC | 171 | $20.0K | 0.01% | +171 | New |
| TCWP LLC | 171 | $20.0K | 0.00% | +171 | New |
| Riverview Trust Co | 179 | $21.0K | 0.02% | +179 | New |
| Spire Wealth Management | 186 | $22.0K | 0.00% | −568−75.3% | Reduced |
| Massmutual Trust Co FSB | 197 | $23.0K | 0.00% | +10+5.3% | Added |
| Gemmer Asset Management LLC | 204 | $24.0K | 0.00% | +5+2.5% | Added |
| Compagnie Lombard Odier SCmA | 200 | $24.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 213 | $25.0K | 0.00% | −70−24.7% | Reduced |
| Concord Wealth Partners | 221 | $26.0K | 0.01% | −13−5.6% | Reduced |
| Arlington Partners LLC | 220 | $26.0K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 222 | $26.0K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 216 | $26.0K | 0.02% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 222 | $26.0K | 0.01% | +222 | New |
| Sageworth Trust Co of South Dakota | 229 | $27.0K | 0.05% | −688−75.0% | Reduced |
| Oakworth Capital, Inc. | 228 | $27.0K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 251 | $29.0K | 0.01% | +1+0.4% | Added |