| Householder Group Estate & Retirement Specialist, LLC | 36 | $0 | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 12 | $0 | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 13 | $0 | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1 | $23 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 2 | $45 | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 2 | $45 | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 3 | $67 | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 3 | $67 | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 3 | $68 | 0.00% | +3 | New |
| Larson Financial Group LLC | 4 | $90 | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 4 | $90 | 0.00% | +4 | New |
| AdvisorNet Financial, Inc | 5 | $112 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 5 | $112 | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 5 | $112 | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 5 | $112 | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 6 | $115 | 0.00% | +6 | New |
| Global Retirement Partners, LLC | 7 | $134 | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 6 | $135 | 0.00% | −3−33.3% | Reduced |
| Northwest Financial Advisors | 6 | $135 | 0.00% | +6 | New |
| Oliver Lagore Vanvalin Investment Group | 8 | $179 | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 9 | $202 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 9 | $202 | 0.00% | +9 | New |
| Brown, Lisle/Cummings, Inc. | 11 | $247 | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 11 | $247 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 12 | $269 | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 12 | $269 | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 12 | $269 | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 12 | $269 | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 13 | $292 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 14 | $315 | 0.00% | +14 | New |
| Carolinas Wealth Consulting LLC | 321 | $321 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 15 | $336 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 15 | $336 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 17 | $381 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 18 | $404 | 0.00% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 18 | $404 | 0.00% | +18 | New |
| Steward Partners Investment Advisory, LLC | 19 | $426 | 0.00% | −25−56.8% | Reduced |
| Ancora Advisors, LLC | 19 | $426 | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 19 | $427 | 0.00% | +19 | New |
| Gradient Investments LLC | 20 | $449 | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 20 | $449 | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 20 | $449 | 0.00% | +20 | New |
| Whittier Trust Co of Nevada Inc | 24 | $537 | 0.00% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 25 | $561 | 0.00% | +25 | New |
| Broadwater Capital Management LLC | 25 | $561 | 0.00% | +25 | New |
| Spire Wealth Management | 31 | $586 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 26 | $591 | 0.00% | +26 | New |
| ClariVest Asset Management LLC | 27 | $606 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 30 | $673 | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 30 | $673 | 0.00% | +30 | New |
| Bangor Savings Bank | 31 | $695 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 36 | $807 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 37 | $830 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 37 | $830 | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 38 | $861 | 0.00% | +12+46.2% | Added |
| Piscataqua Savings Bank | 40 | $897 | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 53 | $1.00K | 0.00% | +53 | New |
| Advisory Services Network, LLC | 46 | $1.02K | 0.00% | +46 | New |
| Anchor Investment Management, LLC | 49 | $1.10K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 49 | $1.10K | 0.00% | +49 | New |
| Bellevue Asset Management, LLC | 50 | $1.12K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 50 | $1.12K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 51 | $1.14K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 54 | $1.21K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 54 | $1.21K | 0.00% | +54 | New |
| Proequities, Inc. | 58 | $1.30K | 0.00% | +10+20.8% | Added |
| Federation des caisses Desjardins du Quebec | 58 | $1.30K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 62 | $1.39K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 62 | $1.39K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 67 | $1.50K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 68 | $1.52K | 0.00% | −7−9.3% | Reduced |
| TCTC Holdings, LLC | 75 | $1.68K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 87 | $1.98K | 0.00% | −125−59.0% | Reduced |
| Bartlett & Co. LLC | 87 | $2.00K | 0.00% | −125−59.0% | Reduced |
| Smithfield Trust Co | 62 | $2.00K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 90 | $2.02K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 94 | $2.10K | 0.00% | 00.0% | Unchanged |
| Able Wealth Management LLC | 112 | $2.51K | 0.00% | +112 | New |
| Private Wealth Management Group, LLC | 116 | $2.60K | 0.00% | +116 | New |
| Bessemer Group Inc | 125 | $3.00K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 136 | $3.05K | 0.00% | +136 | New |
| LGT Financial Advisors LLC | 139 | $3.12K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 149 | $3.34K | 0.00% | −236−61.3% | Reduced |
| GWM Advisors LLC | 176 | $3.95K | 0.00% | +30+20.5% | Added |
| Northwestern Mutual Wealth Management Co | 176 | $3.95K | 0.00% | +17+10.7% | Added |
| Quadrant Capital Group LLC | 205 | $4.60K | 0.00% | −587−74.1% | Reduced |
| Financial Perspectives, Inc | 209 | $4.69K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 218 | $4.89K | 0.00% | +130+147.7% | Added |
| First Manhattan Co | 221 | $5.00K | 0.00% | −127−36.5% | Reduced |
| Costello Asset Management, INC | 234 | $5.25K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 249 | $5.58K | 0.00% | −49−16.4% | Reduced |
| Private Trust Co NA | 258 | $5.79K | 0.00% | +47+22.3% | Added |
| Covestor Ltd | 276 | $6.00K | 0.00% | +45+19.5% | Added |
| McGlone Suttner Wealth Management, Inc. | 293 | $6.57K | 0.00% | +293 | New |
| Benjamin F. Edwards & Company, Inc. | 307 | $7.00K | 0.00% | +167+119.3% | Added |
| Whittier Trust Co | 317 | $7.11K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 340 | $7.63K | 0.00% | +327+2,515.4% | Added |
| Allworth Financial LP | 363 | $8.14K | 0.00% | −51−12.3% | Reduced |
| North Star Investment Management Corp. | 435 | $9.76K | 0.00% | 00.0% | Unchanged |