| Parkside Financial Bank & Trust | 31 | $0 | 0.00% | −149−82.8% | Reduced |
| Massmutual Trust Co FSB | 29 | $0 | 0.00% | −69−70.4% | Reduced |
| Marquette Asset Management, LLC | 23 | $0 | 0.00% | −46−66.7% | Reduced |
| Creative Financial Designs Inc | 24 | $0 | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 25 | $0 | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 16 | $0 | 0.00% | −47−74.6% | Reduced |
| Aspire Private Capital, LLC | 27 | $0 | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 4 | $0 | 0.00% | −31−88.6% | Reduced |
| Eagle Bay Advisors LLC | 12 | $0 | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 10 | $0 | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 16 | $0 | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 2 | $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 |
| Pacific Center for Financial Services | 3 | $0 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 20 | $0 | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 36 | $0 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 19 | $0 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 7 | $0 | 0.00% | −6−46.2% | Reduced |
| SOA Wealth Advisors, LLC. | 16 | $0 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 27 | $0 | 0.00% | +27 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 22 | $0 | 0.00% | +22 | New |
| Householder Group Estate & Retirement Specialist, LLC | 59 | $0 | 0.00% | +59 | New |
| SJS Investment Consulting Inc. | 29 | $0 | 0.00% | +29 | New |
| Beaird Harris Wealth Management, LLC | 20 | $0 | 0.00% | +20 | New |
| Raffa Wealth Management, LLC | 11 | $184 | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 18 | $301 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 19 | $317 | 0.00% | +19 | New |
| Archer Investment Corp | 34 | $568 | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 36 | $605 | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 44 | $1.00K | 0.00% | −627−93.4% | Reduced |
| Glassman Wealth Services | 54 | $1.00K | 0.00% | −290−84.3% | Reduced |
| Sargent Bickham Lagudis LLC | 36 | $1.00K | 0.00% | −131−78.4% | Reduced |
| FinTrust Capital Advisors, LLC | 56 | $1.00K | 0.00% | −55−49.5% | Reduced |
| Resources Management Corp | 78 | $1.00K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 40 | $1.00K | 0.00% | −34−45.9% | Reduced |
| Motco | 80 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 63 | $1.00K | 0.00% | −19−23.2% | Reduced |
| Piscataqua Savings Bank | 80 | $1.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 51 | $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 |
| McMillion Capital Management Inc | 52 | $1.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 59 | $1.00K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 42 | $1.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 42 | $1.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 46 | $1.00K | 0.00% | −7−13.2% | Reduced |
| Zions Bancorporation, N.A. | 38 | $1.00K | 0.00% | −10−20.8% | Reduced |
| Crewe Advisors LLC | 32 | $1.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 58 | $1.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 32 | $1.00K | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 77 | $1.00K | 0.00% | +77 | New |
| DT Investment Partners, LLC | 86 | $1.00K | 0.00% | +86 | New |
| Capital Advisors, Ltd. LLC | 41 | $1.00K | 0.00% | +41 | New |
| New Millennium Group LLC | 35 | $1.00K | 0.00% | +35 | New |
| American Portfolios Advisors | 107 | $1.79K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 98 | $2.00K | 0.00% | −544−84.7% | Reduced |
| Bell Investment Advisors, Inc | 148 | $2.00K | 0.00% | −91−38.1% | Reduced |
| Bartlett & Co. LLC | 129 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 126 | $2.00K | 0.00% | −2−1.6% | Reduced |
| Addison Advisors LLC | 148 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 103 | $2.00K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 90 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 99 | $2.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 136 | $2.00K | 0.00% | +136 | New |
| TD Private Client Wealth LLC | 127 | $2.12K | 0.00% | −46−26.6% | Reduced |
| Bartlett & Co. Wealth Management LLC | 129 | $2.16K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 240 | $3.00K | 0.00% | −28−10.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 203 | $3.00K | 0.00% | +7+3.6% | Added |
| Hazlett, Burt & Watson, Inc. | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 199 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 209 | $3.00K | 0.00% | −20−8.7% | Reduced |
| Central Trust Co | 168 | $3.00K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 176 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 170 | $3.00K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 160 | $3.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 193 | $3.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 170 | $3.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 150 | $3.00K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 213 | $3.56K | 0.00% | −2,475−92.1% | Reduced |
| TD Waterhouse Canada Inc. | 194 | $3.65K | 0.00% | +17+9.6% | Added |
| Manchester Capital Management LLC | 267 | $4.00K | 0.00% | −1,142−81.1% | Reduced |
| Pinnacle Bancorp, Inc. | 263 | $4.00K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 250 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 264 | $4.00K | 0.00% | +264 | New |
| Umb Bank N A | 280 | $5.00K | 0.00% | −16−5.4% | Reduced |
| Duncker Streett & Co Inc | 278 | $5.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 270 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 273 | $5.00K | 0.00% | −1−0.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 280 | $5.00K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 281 | $5.00K | 0.00% | +171+155.5% | Added |
| Hexagon Capital Partners LLC | 328 | $5.00K | 0.00% | +246+300.0% | Added |
| Trustcore Financial Services, LLC | 323 | $5.00K | 0.00% | +323 | New |