| Ellevest, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 5 | $0 | 0.00% | +5 | New |
| Americana Partners, LLC | 11,246 | $0 | 0.00% | +11,246 | New |
| CFS Investment Advisory Services, LLC | 26,040 | $0 | 0.00% | +26,040 | New |
| Pacifica Partners Inc. | 16 | $1.00K | 0.00% | −16−50.0% | Reduced |
| Advocacy Wealth Management Services, LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 13 | $1.00K | 0.00% | +13 | New |
| Alaska Permanent Fund Corp | 9 | $1.00K | 0.00% | +9 | New |
| Oliver Lagore Vanvalin Investment Group | 12 | $1.00K | 0.00% | +12 | New |
| Raffa Wealth Management, LLC | 12 | $1.20K | 0.00% | −18−60.0% | Reduced |
| KB Financial Partners, LLC | 19 | $2.00K | 0.00% | −5−20.8% | Reduced |
| Carroll Investors, Inc | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 25 | $2.00K | 0.00% | +25 | New |
| Howe & Rusling Inc | 30 | $3.00K | 0.00% | +11+57.9% | Added |
| Cordant, Inc. | 35 | $3.00K | 0.00% | +35 | New |
| Sierra Capital LLC | 42 | $4.00K | 0.00% | −13−23.6% | Reduced |
| Logan Capital Management Inc | 45 | $4.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 40 | $4.00K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 45 | $4.00K | 0.00% | +45 | New |
| Adirondack Trust Co | 52 | $5.00K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 64 | $6.00K | 0.00% | 00.0% | Unchanged |
| Wealthstreet Investment Advisors, LLC | 63 | $6.00K | 0.16% | 00.0% | Unchanged |
| Larson Financial Group LLC | 62 | $6.00K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 64 | $6.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 60 | $6.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 66 | $7.00K | 0.00% | +51+340.0% | Added |
| Stuart Chaussee & Associates, Inc. | 84 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 84 | $8.00K | 0.00% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 100 | $9.00K | 0.01% | +100 | New |
| Estabrook Capital Management | 100 | $9.98K | 0.00% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 100 | $10.0K | 0.00% | −400−80.0% | Reduced |
| Kozak & Associates, Inc. | 108 | $10.0K | 0.01% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 105 | $10.0K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 105 | $10.0K | 0.00% | +1+1.0% | Added |
| Baldrige Asset Management LLC | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 100 | $10.0K | 0.00% | +100 | New |
| Annapolis Financial Services, LLC | 112 | $11.0K | 0.00% | −140−55.6% | Reduced |
| FSC Wealth Advisors, LLC | 109 | $11.0K | 0.01% | 00.0% | Unchanged |
| James Investment Research Inc | 116 | $12.0K | 0.00% | −584−83.4% | Reduced |
| First PREMIER Bank | 125 | $12.0K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 120 | $12.0K | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 130 | $12.0K | 0.01% | 00.0% | Unchanged |
| Enterprise Trust & Investment Co | 135 | $13.0K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 129 | $13.0K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 134 | $13.0K | 0.01% | +134 | New |
| Bank of New Hampshire | 135 | $13.0K | 0.00% | +135 | New |
| Cutler Group LP | 150 | $14.0K | 0.00% | −272−64.5% | Reduced |
| Newbridge Financial Services Group, Inc. | 137 | $14.0K | 0.01% | +1+0.7% | Added |
| Beaird Harris Wealth Management, LLC | 145 | $14.0K | 0.01% | +45+45.0% | Added |
| Proffitt & Goodson Inc | 136 | $14.0K | 0.00% | +136 | New |
| Brown, Lisle/Cummings, Inc. | 141 | $14.1K | 0.01% | +141 | New |
| Founders Capital Management | 173 | $15.0K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 155 | $15.0K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 100 | $15.0K | 0.00% | −167−62.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 170 | $16.0K | 0.00% | −18−9.6% | Reduced |
| Monolith Advisors | 179 | $16.0K | 0.01% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 164 | $16.0K | 0.01% | +1+0.6% | Added |
| IndexIQ Advisors LLC | 161 | $16.0K | 0.00% | +161 | New |
| Carolinas Wealth Consulting LLC | 175 | $18.0K | 0.00% | +1+0.6% | Added |
| Wolff Wiese Magana LLC | 181 | $18.0K | 0.01% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 183 | $18.0K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 190 | $19.0K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 188 | $19.0K | 0.01% | 00.0% | Unchanged |
| Baron Financial Group, LLC | 200 | $20.0K | 0.01% | 00.0% | Unchanged |
| Trust Co | 200 | $20.0K | 0.00% | −275−57.9% | Reduced |
| Stephenson National Bank & Trust | 200 | $20.0K | 0.01% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 200 | $20.0K | 0.00% | 00.0% | Unchanged |
| John W. Brooker & Co., CPAs | 200 | $20.0K | 0.01% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 200 | $20.0K | 0.01% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 205 | $20.0K | 0.01% | +15+7.9% | Added |
| Loomis Sayles & Co L P | 220 | $22.0K | 0.00% | −122−35.7% | Reduced |
| NN Investment Partners Holdings N.V. | 222 | $22.0K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 234 | $23.0K | 0.01% | −95−28.9% | Reduced |
| Prestige Wealth Management Group LLC | 230 | $23.0K | 0.01% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 237 | $24.0K | 0.00% | +3+1.3% | Added |
| Operose Advisors LLC | 240 | $24.0K | 0.02% | 00.0% | Unchanged |
| Crewe Advisors LLC | 240 | $24.0K | 0.00% | +240 | New |
| Webster Bank, N. A. | 250 | $25.0K | 0.00% | 00.0% | Unchanged |
| American Research & Management Co. | 250 | $25.0K | 0.01% | +125+100.0% | Added |
| Center for Financial Planning, Inc. | 250 | $25.0K | 0.01% | +232+1,288.9% | Added |
| Achmea Investment Management B.V. | 256 | $26.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 257 | $26.0K | 0.00% | +24+10.3% | Added |
| Kelly Financial Services LLC | 270 | $26.9K | 0.01% | +2+0.7% | Added |
| Penserra Capital Management LLC | 276 | $27.0K | 0.00% | +276 | New |
| West Oak Capital, LLC | 280 | $28.0K | 0.01% | 00.0% | Unchanged |
| US Asset Management LLC | 280 | $28.0K | 0.03% | +280 | New |
| West Paces Advisors Inc. | 290 | $28.9K | 0.01% | 00.0% | Unchanged |
| 4Thought Financial Group Inc. | 287 | $29.0K | 0.03% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 301 | $30.0K | 0.01% | −38−11.2% | Reduced |
| Elequin Capital LP | 299 | $30.0K | 0.01% | +299 | New |
| Covington Capital Management | 325 | $32.0K | 0.00% | −70−17.7% | Reduced |
| IMA Wealth, Inc. | 318 | $32.0K | 0.01% | 00.0% | Unchanged |