| CKW Financial Group | 12 | $0 | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 13 | $0 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $20 | 0.00% | −339−99.7% | Reduced |
| IAG Wealth Partners, LLC | 2 | $40 | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 3 | $60 | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 3 | $60 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 4 | $80 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 4 | $80 | 0.00% | +4 | New |
| Horizon Financial Services, LLC | 4 | $80 | 0.00% | +4 | New |
| Zions Bancorporation, N.A. | 5 | $100 | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 5 | $100 | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 5 | $100 | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 6 | $112 | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 6 | $120 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 7 | $139 | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 8 | $159 | 0.00% | −1,897−99.6% | Reduced |
| WR Wealth Planners, LLC | 8 | $159 | 0.00% | +8 | New |
| AllSquare Wealth Management LLC | 9 | $179 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 9 | $180 | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 10 | $200 | 0.00% | −3−23.1% | Reduced |
| Brown, Lisle/Cummings, Inc. | 11 | $219 | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 11 | $219 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11 | $219 | 0.00% | +11 | New |
| Colonial Trust Advisors | 12 | $239 | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 12 | $239 | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 12 | $239 | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 12 | $239 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 12 | $239 | 0.00% | +12 | New |
| Global Financial Private Client, LLC | 15 | $294 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 15 | $296 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 14 | $315 | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 16 | $319 | 0.00% | −33−67.3% | Reduced |
| Glen Eagle Advisors, LLC | 17 | $338 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 18 | $358 | 0.00% | −40−69.0% | Reduced |
| Rosenberg Matthew Hamilton | 19 | $372 | 0.00% | −18−48.6% | Reduced |
| Ancora Advisors, LLC | 19 | $378 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 19 | $378 | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 20 | $398 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 20 | $398 | 0.00% | +20 | New |
| Whittier Trust Co of Nevada Inc | 24 | $476 | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 24 | $478 | 0.00% | −12−33.3% | Reduced |
| IFP Advisors, Inc | 25 | $498 | 0.00% | −224−90.0% | Reduced |
| Clear Point Advisors Inc. | 25 | $498 | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 25 | $498 | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 26 | $509 | 0.00% | −12−31.6% | Reduced |
| Riggs Asset Managment Co. Inc. | 26 | $518 | 0.00% | +26 | New |
| ClariVest Asset Management LLC | 27 | $538 | 0.00% | 00.0% | Unchanged |
| EnRich Financial Partners LLC | 29 | $577 | 0.00% | +29 | New |
| Private Wealth Management Group, LLC | 29 | $578 | 0.00% | −87−75.0% | Reduced |
| Harbor Investment Advisory, LLC | 30 | $597 | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 30 | $597 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 30 | $597 | 0.00% | +25+500.0% | Added |
| Bangor Savings Bank | 31 | $617 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 31 | $617 | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 31 | $617 | 0.00% | +23+287.5% | Added |
| Tidemark, LLC | 31 | $617 | 0.00% | +31 | New |
| Chilton Capital Management LLC | 35 | $697 | 0.00% | +35 | New |
| Farmers & Merchants Investments Inc | 36 | $717 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 37 | $737 | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 37 | $737 | 0.00% | +37 | New |
| Godsey & Gibb Associates | 37 | $737 | 0.00% | +37 | New |
| Piscataqua Savings Bank | 40 | $796 | 0.00% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 40 | $796 | 0.00% | +40 | New |
| Farther Finance Advisors, LLC | 41 | $803 | 0.00% | −8−16.3% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 41 | $816 | 0.00% | +41 | New |
| Quadrant Capital Group LLC | 41 | $817 | 0.00% | −164−80.0% | Reduced |
| Bullock Wealth Management Group | 42 | $823 | 0.00% | +42 | New |
| MV Capital Management, Inc. | 49 | $976 | 0.00% | −13−21.0% | Reduced |
| Archer Investment Corp | 50 | $996 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 50 | $996 | 0.00% | +50 | New |
| Smithfield Trust Co | 62 | $1.00K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 51 | $1.02K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 54 | $1.07K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 58 | $1.16K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 59 | $1.18K | 0.00% | +5+9.3% | Added |
| Front Row Advisors LLC | 60 | $1.20K | 0.00% | +60 | New |
| Winch Advisory Services, LLC | 67 | $1.33K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 75 | $1.49K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 87 | $1.73K | 0.00% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 100 | $1.99K | 0.00% | +100 | New |
| Armstrong Advisory Group, Inc | 90 | $2.02K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 117 | $2.33K | 0.00% | +117 | New |
| EverSource Wealth Advisors, LLC | 138 | $2.50K | 0.00% | −80−36.7% | Reduced |
| Fifth Third Bancorp | 130 | $2.59K | 0.00% | −19−12.8% | Reduced |
| Parallel Advisors, LLC | 132 | $2.63K | 0.00% | +64+94.1% | Added |
| LGT Financial Advisors LLC | 139 | $2.77K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 141 | $2.81K | 0.00% | +5+3.7% | Added |
| Benjamin F. Edwards & Company, Inc. | 152 | $3.00K | 0.00% | −155−50.5% | Reduced |
| GWM Advisors LLC | 168 | $3.35K | 0.00% | −8−4.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 176 | $3.50K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 231 | $4.00K | 0.00% | +231 | New |
| Financial Perspectives, Inc | 209 | $4.16K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 221 | $4.44K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 230 | $4.57K | 0.00% | −87−27.4% | Reduced |
| Costello Asset Management, INC | 234 | $4.66K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 250 | $4.98K | 0.00% | −8−3.1% | Reduced |
| Covestor Ltd | 290 | $6.00K | 0.00% | +14+5.1% | Added |
| Harbour Investments, Inc. | 329 | $6.55K | 0.00% | −1,082−76.7% | Reduced |
| Allworth Financial LP | 370 | $7.37K | 0.00% | +7+1.9% | Added |
| North Star Investment Management Corp. | 423 | $8.42K | 0.00% | −12−2.8% | Reduced |