| Whittier Trust Co | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 4 | $0 | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Curi Capital | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 10 | $0 | 0.00% | +10 | New |
| Ten Capital Wealth Advisors, LLC | 3 | $0 | 0.00% | +3 | New |
| SJS Investment Consulting Inc. | 5 | $0 | 0.00% | +5 | New |
| WestEnd Advisors, LLC | – | $148 | 0.00% | – | – |
| Global Financial Private Client, LLC | 13 | $653 | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Advisors LLC | 20 | $993 | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 28 | $1.00K | 0.00% | −66−70.2% | Reduced |
| Tarbox Family Office, Inc. | 18 | $1.00K | 0.00% | −60−76.9% | Reduced |
| HM Payson & Co | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 13 | $1.00K | 0.00% | −13−50.0% | Reduced |
| Sierra Capital LLC | 26 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 26 | $1.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 27 | $1.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 16 | $1.00K | 0.00% | −9−36.0% | Reduced |
| Capital Advisors, Ltd. LLC | 24 | $1.00K | 0.00% | +14+140.0% | Added |
| BerganKDV Wealth Management, LLC | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Dixon Hughes Goodman Wealth Advisors LLC | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 26 | $1.00K | 0.00% | +26 | New |
| MCF Advisors LLC | 16 | $1.00K | 0.00% | +16 | New |
| Disciplined Investments, LLC | 28 | $1.00K | 0.00% | +28 | New |
| Psagot Value Holdings Ltd. / (Israel) | 20 | $1.00K | 0.00% | +20 | New |
| West Paces Advisors Inc. | 23 | $1.14K | 0.00% | +23 | New |
| MV Capital Management, Inc. | 36 | $2.00K | 0.00% | −125−77.6% | Reduced |
| Plante Moran Financial Advisors, LLC | 33 | $2.00K | 0.00% | −46−58.2% | Reduced |
| Howe & Rusling Inc | 41 | $2.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 39 | $2.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 41 | $2.00K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 47 | $2.00K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 42 | $2.00K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 41 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 37 | $2.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 35 | $2.00K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 46 | $2.00K | 0.00% | +46 | New |
| Elequin Capital LP | 48 | $2.00K | 0.00% | +48 | New |
| Cordant, Inc. | 50 | $2.00K | 0.00% | +50 | New |
| Sutton Wealth Advisors Inc. | 42 | $2.08K | 0.00% | −3−6.7% | Reduced |
| Tradewinds Capital Management, LLC | 52 | $3.00K | 0.00% | −51−49.5% | Reduced |
| Massmutual Trust Co FSB | 52 | $3.00K | 0.00% | −27−34.2% | Reduced |
| Washington Trust Co | 63 | $3.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 54 | $3.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 59 | $3.00K | 0.00% | 00.0% | Unchanged |
| TCWP LLC | 77 | $3.00K | 0.00% | +77 | New |
| WR Wealth Planners, LLC | 75 | $3.75K | 0.00% | +75 | New |
| Ahrens Investment Partners LLC | 88 | $4.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 80 | $4.00K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 80 | $4.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 80 | $4.00K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 75 | $4.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 71 | $4.00K | 0.00% | +32+82.1% | Added |
| McCarthy Asset Management, Inc. | 75 | $4.00K | 0.00% | +30+66.7% | Added |
| GW&K Investment Management, LLC | 78 | $4.00K | 0.00% | +78 | New |
| Beacon Capital Management, LLC | 80 | $4.00K | 0.00% | +80 | New |
| Financial Perspectives, Inc | 95 | $4.72K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 105 | $5.00K | 0.00% | −107−50.5% | Reduced |
| Concord Wealth Partners | 103 | $5.00K | 0.00% | −75−42.1% | Reduced |
| Fieldpoint Private Securities, LLC | 100 | $5.00K | 0.00% | −35−25.9% | Reduced |
| Norwood Financial Corp | 100 | $5.00K | 0.01% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 100 | $5.00K | 0.00% | +33+49.3% | Added |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 110 | $5.00K | 0.00% | +80+266.7% | Added |
| JFS Wealth Advisors, LLC | 97 | $5.00K | 0.00% | +59+155.3% | Added |
| Money Concepts Capital Corp | 99 | $5.00K | 0.00% | +99 | New |
| Hantz Financial Services, Inc. | 105 | $5.00K | 0.00% | +105 | New |
| Estabrook Capital Management | 107 | $5.31K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 120 | $5.96K | 0.00% | 00.0% | Unchanged |
| First National Bank of South Miami | 123 | $6.00K | 0.00% | −37−23.1% | Reduced |
| Jones Financial Companies LLLP | 125 | $6.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 125 | $6.00K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 128 | $6.00K | 0.00% | +128 | New |
| TCI Wealth Advisors, Inc. | 145 | $7.00K | 0.00% | −275−65.5% | Reduced |
| Huntington National Bank | 150 | $7.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 132 | $7.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 140 | $7.00K | 0.00% | +35+33.3% | Added |
| Erste Asset Management GmbH | 143 | $7.10K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 156 | $8.00K | 0.00% | −115−42.4% | Reduced |
| Harbor Investment Advisory, LLC | 158 | $8.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 158 | $8.00K | 0.00% | +158 | New |
| Kelly Financial Services LLC | 173 | $8.57K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 178 | $9.00K | 0.00% | −2,192−92.5% | Reduced |
| EverSource Wealth Advisors, LLC | 180 | $9.00K | 0.00% | −104−36.6% | Reduced |
| M&R Capital Management Inc | 200 | $9.00K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 180 | $9.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 187 | $9.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 200 | $10.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 228 | $11.0K | 0.00% | −37−14.0% | Reduced |
| FinTrust Capital Advisors, LLC | 223 | $11.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 247 | $12.0K | 0.00% | −172−41.1% | Reduced |
| Prestige Wealth Management Group LLC | 241 | $12.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 269 | $13.0K | 0.00% | −331−55.2% | Reduced |
| TD Private Client Wealth LLC | 276 | $13.7K | 0.00% | +93+50.8% | Added |