| Sageworth Trust Co | 10 | $0 | 0.00% | −856−98.8% | Reduced |
| Huntington National Bank | 1 | $0 | 0.00% | −142−99.3% | Reduced |
| EverSource Wealth Advisors, LLC | 1 | $0 | 0.00% | −47−97.9% | Reduced |
| Ellis Investment Partners, LLC | 36 | $0 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 19 | $0 | 0.00% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 12 | $0 | 0.00% | −12−50.0% | Reduced |
| Robeco Institutional Asset Management B.V. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 16 | $0 | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 12 | $0 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 3 | $0 | 0.00% | −2−40.0% | Reduced |
| Investors Research Corp | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 8 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 16 | $0 | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 8 | $0 | 0.00% | +3+60.0% | Added |
| Financial Connections Group, Inc. | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 10 | $0 | 0.00% | +10 | New |
| Hexagon Capital Partners LLC | 15 | $0 | 0.00% | +15 | New |
| Heritage Wealth Management, LLC | 4 | $0 | 0.00% | +4 | New |
| SJS Investment Consulting Inc. | 1 | $0 | 0.00% | +1 | New |
| Beacon Capital Management, LLC | 4 | $0 | 0.00% | +4 | New |
| Atlas Capital Advisors LLC | 3 | $76 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 11 | $279 | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 13 | $330 | 0.00% | +13 | New |
| Archer Investment Corp | 34 | $849 | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 36 | $918 | 0.00% | 00.0% | Unchanged |
| Creative Planning | 28 | $1.00K | 0.00% | −7,482−99.6% | Reduced |
| Earnest Partners LLC | 59 | $1.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 30 | $1.00K | 0.00% | −20−40.0% | Reduced |
| Ahrens Investment Partners LLC | 58 | $1.00K | 0.00% | 00.0% | Unchanged |
| First National Bank of South Miami | 42 | $1.00K | 0.00% | −13−23.6% | Reduced |
| Geneos Wealth Management Inc. | 68 | $1.00K | 0.00% | −2−2.9% | Reduced |
| Level Financial Advisors, Inc. | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 40 | $1.00K | 0.00% | −35−46.7% | Reduced |
| Creative Financial Designs Inc | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 33 | $1.00K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 42 | $1.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 38 | $1.00K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 32 | $1.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 27 | $1.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 32 | $1.00K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bivin & Associates, Inc. | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 27 | $1.00K | 0.00% | +19+237.5% | Added |
| Cordant, Inc. | 23 | $1.00K | 0.00% | +23 | New |
| TCWP LLC | 41 | $1.00K | 0.00% | +41 | New |
| Graves-Light Private Wealth Management, Inc. | 74 | $2.00K | 0.00% | −2,110−96.6% | Reduced |
| TCTC Holdings, LLC | 90 | $2.00K | 0.00% | −22−19.6% | Reduced |
| First Bank & Trust | 63 | $2.00K | 0.00% | −28−30.8% | Reduced |
| Fortitude Advisory Group L.L.C. | 87 | $2.00K | 0.00% | −21−19.4% | Reduced |
| Adirondack Trust Co | 74 | $2.00K | 0.00% | 00.0% | Unchanged |
| Motco | 80 | $2.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 63 | $2.00K | 0.00% | +13+26.0% | Added |
| Piscataqua Savings Bank | 80 | $2.00K | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 60 | $2.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 69 | $2.00K | 0.00% | +27+64.3% | Added |
| Massmutual Trust Co FSB | 63 | $2.00K | 0.00% | +62+6,200.0% | Added |
| Exane Derivatives | 102 | $2.59K | 0.00% | +102 | New |
| American Portfolios Advisors | 112 | $2.84K | 0.00% | −775−87.4% | Reduced |
| Glassman Wealth Services | 122 | $3.00K | 0.00% | −110−47.4% | Reduced |
| Zions Bancorporation, N.A. | 117 | $3.00K | 0.00% | −20−14.6% | Reduced |
| Sound Income Strategies, LLC | 128 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 99 | $3.00K | 0.00% | −18−15.4% | Reduced |
| Northwest Investment Counselors, LLC | 110 | $3.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 111 | $3.00K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 109 | $3.00K | 0.00% | +69+172.5% | Added |
| Bartlett & Co. LLC | 129 | $3.00K | 0.00% | +129 | New |
| Capital Advisors, Ltd. LLC | 131 | $3.00K | 0.00% | +131 | New |
| US Asset Management LLC | 101 | $3.00K | 0.00% | +101 | New |
| Bartlett & Co. Wealth Management LLC | 129 | $3.27K | 0.00% | +129 | New |
| Resources Management Corp | 143 | $4.00K | 0.00% | −767−84.3% | Reduced |
| Central Trust Co | 168 | $4.00K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 176 | $4.00K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 160 | $4.00K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 160 | $4.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 150 | $4.00K | 0.00% | 00.0% | Unchanged |
| First Command Bank | 160 | $4.00K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 160 | $4.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 148 | $4.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 154 | $4.00K | 0.00% | +56+57.1% | Added |
| Cullen/Frost Bankers, Inc. | 196 | $5.00K | 0.00% | −54−21.6% | Reduced |
| Gemmer Asset Management LLC | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 199 | $5.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 179 | $5.00K | 0.00% | −16−8.2% | Reduced |
| North Star Investment Management Corp. | 200 | $5.00K | 0.00% | +120+150.0% | Added |
| Fieldpoint Private Securities, LLC | 208 | $5.00K | 0.00% | +181+670.4% | Added |
| Hazlett, Burt & Watson, Inc. | 200 | $5.00K | 0.00% | +200 | New |
| TD Private Client Wealth LLC | 222 | $5.64K | 0.00% | −97−30.4% | Reduced |
| Bogart Wealth, LLC | 251 | $6.00K | 0.00% | −240−48.9% | Reduced |
| Smithfield Trust Co | 268 | $6.00K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 250 | $6.00K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 223 | $6.00K | 0.00% | +223 | New |