| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1 | $0 | 0.00% | +1 | New |
| Jones Financial Companies LLLP | 6 | $1.00K | 0.00% | −94−94.0% | Reduced |
| Massmutual Trust Co FSB | 8 | $1.00K | 0.00% | −31−79.5% | Reduced |
| AdvisorNet Financial, Inc | 8 | $1.00K | 0.00% | −9−52.9% | Reduced |
| Howe & Rusling Inc | 7 | $1.00K | 0.00% | −2−22.2% | Reduced |
| Albion Financial Group | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 4 | $1.00K | 0.00% | +1+33.3% | Added |
| Bellwether Advisors, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 5 | $1.00K | 0.00% | +5 | New |
| Bangor Savings Bank | 6 | $1.00K | 0.00% | +6 | New |
| Pacific Center for Financial Services | 4 | $1.00K | 0.00% | +4 | New |
| Bell Investment Advisors, Inc | 6 | $1.00K | 0.00% | +6 | New |
| EverSource Wealth Advisors, LLC | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| American National Bank | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 10 | $2.00K | 0.00% | +6+150.0% | Added |
| Plante Moran Financial Advisors, LLC | 14 | $2.00K | 0.00% | +14 | New |
| McIlrath & Eck, LLC | 10 | $2.00K | 0.00% | +10 | New |
| Raffa Wealth Management, LLC | 15 | $2.43K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 16 | $3.00K | 0.00% | −32−66.7% | Reduced |
| Disciplined Investments, LLC | 20 | $3.00K | 0.00% | +4+25.0% | Added |
| Sargent Bickham Lagudis LLC | 17 | $3.00K | 0.00% | +17 | New |
| Versant Capital Management, Inc | 27 | $4.00K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 23 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 23 | $4.00K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 31 | $5.00K | 0.00% | −26−45.6% | Reduced |
| SOA Wealth Advisors, LLC. | 33 | $5.00K | 0.00% | −16−32.7% | Reduced |
| C M Bidwell & Associates Ltd | 32 | $5.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 32 | $5.00K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 33 | $5.00K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 30 | $5.00K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 32 | $5.00K | 0.00% | +32 | New |
| FSC Wealth Advisors, LLC | 29 | $5.00K | 0.04% | +29 | New |
| Earnest Partners LLC | 40 | $6.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 38 | $6.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 38 | $6.00K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 35 | $6.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 36 | $6.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 34 | $6.00K | 0.00% | +25+277.8% | Added |
| Schubert & Co | 37 | $6.00K | 0.01% | +29+362.5% | Added |
| Westside Investment Management, Inc. | 38 | $6.00K | 0.00% | +38 | New |
| Front Row Advisors LLC | 44 | $7.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 42 | $7.00K | 0.00% | −6−12.5% | Reduced |
| Clearstead Advisors, LLC | 42 | $7.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 43 | $7.00K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 42 | $7.00K | 0.00% | +42 | New |
| Glassman Wealth Services | 52 | $8.00K | 0.00% | +4+8.3% | Added |
| MV Capital Management, Inc. | 50 | $8.00K | 0.00% | +15+42.9% | Added |
| Castle Wealth Management LLC | 50 | $8.00K | 0.00% | +50 | New |
| TD Ameritrade Investment Management, LLC | 57 | $9.00K | 0.00% | −6−9.5% | Reduced |
| Logan Capital Management Inc | 63 | $10.0K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 60 | $10.0K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 59 | $10.0K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 62 | $10.0K | 0.01% | +37+148.0% | Added |
| Global Retirement Partners, LLC | 66 | $11.0K | 0.00% | +6+10.0% | Added |
| Larson Financial Group LLC | 68 | $11.0K | 0.00% | +68 | New |
| Brown Brothers Harriman & Co | 75 | $12.0K | 0.00% | −4−5.1% | Reduced |
| Geneos Wealth Management Inc. | 81 | $13.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 86 | $14.0K | 0.00% | +19+28.4% | Added |
| Sutton Wealth Advisors Inc. | 96 | $15.5K | 0.01% | +4+4.3% | Added |
| Aquatic Capital Management LLC | 100 | $16.0K | 0.01% | −400−80.0% | Reduced |
| Parkside Financial Bank & Trust | 94 | $16.0K | 0.00% | −25−21.0% | Reduced |
| Baillie Gifford & Co | 100 | $16.0K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 96 | $16.0K | 0.00% | +10+11.6% | Added |
| Group One Trading, L.P. | 100 | $16.0K | 0.00% | +100 | New |
| Coston, McIsaac & Partners | 96 | $16.0K | 0.01% | +96 | New |
| SeaCrest Wealth Management, LLC | 104 | $17.0K | 0.00% | +104 | New |
| Tilia Fiduciary Partners, Inc. | 107 | $18.0K | 0.02% | +2+1.9% | Added |
| Prestige Wealth Management Group LLC | 126 | $20.0K | 0.01% | +74+142.3% | Added |
| West Paces Advisors Inc. | 129 | $20.9K | 0.01% | −62−32.5% | Reduced |
| MCF Advisors LLC | 138 | $22.0K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 134 | $22.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 145 | $23.0K | 0.00% | −2−1.4% | Reduced |
| Riverview Trust Co | 140 | $23.0K | 0.02% | 00.0% | Unchanged |
| HM Payson & Co | 156 | $25.0K | 0.00% | −9−5.5% | Reduced |
| CX Institutional | 154 | $25.0K | 0.00% | +154 | New |
| Lindbrook Capital, LLC | 167 | $27.0K | 0.00% | +11+7.1% | Added |
| JFS Wealth Advisors, LLC | 167 | $27.0K | 0.00% | +43+34.7% | Added |
| First Horizon Advisors, Inc. | 179 | $28.0K | 0.00% | +21+13.3% | Added |
| Clear Street Markets LLC | 171 | $28.0K | 0.01% | +137+402.9% | Added |
| AllSquare Wealth Management LLC | 180 | $29.0K | 0.02% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 186 | $30.0K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 200 | $32.0K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 181 | $32.0K | 0.01% | +26+16.8% | Added |
| Eagle Bay Advisors LLC | 204 | $33.0K | 0.02% | +204 | New |
| Valley National Advisers Inc | 200 | $33.0K | 0.01% | 00.0% | Unchanged |
| Private Ocean, LLC | 215 | $34.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 218 | $35.0K | 0.00% | +15+7.4% | Added |
| TCI Wealth Advisors, Inc. | 228 | $37.0K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 266 | $43.0K | 0.01% | −40−13.1% | Reduced |
| Spire Wealth Management | 270 | $44.0K | 0.00% | −100−27.0% | Reduced |