| Geneos Wealth Management Inc. | 6 | $0 | 0.00% | −75−92.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| 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 |
| IMA Wealth, Inc. | 1 | $0 | 0.00% | +1 | New |
| Bogart Wealth, LLC | 3 | $0 | 0.00% | +3 | New |
| Abound Wealth Management | 4 | $651 | 0.00% | +4 | New |
| Highline Wealth Partners LLC | 5 | $814 | 0.00% | +5 | New |
| Logan Capital Management Inc | 9 | $1.00K | 0.00% | −54−85.7% | Reduced |
| Albion Financial Group | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 9 | $1.00K | 0.00% | +3+50.0% | Added |
| SJS Investment Consulting Inc. | 9 | $1.00K | 0.00% | +9 | New |
| EdgeRock Capital LLC | 9 | $1.00K | 0.00% | +9 | New |
| JNBA Financial Advisors | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 10 | $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 |
| Howe & Rusling Inc | 10 | $2.00K | 0.00% | +3+42.9% | Added |
| PFG Private Wealth Management, LLC | 15 | $2.00K | 0.00% | +15 | New |
| Heritage Wealth Management, LLC | 14 | $2.00K | 0.00% | +14 | New |
| BerganKDV Wealth Management, LLC | 18 | $3.00K | 0.00% | −309−94.5% | Reduced |
| Disciplined Investments, LLC | 17 | $3.00K | 0.00% | −3−15.0% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 18 | $3.00K | 0.00% | +18 | New |
| Raffa Wealth Management, LLC | 19 | $3.09K | 0.00% | +4+26.7% | Added |
| Hexagon Capital Partners LLC | 27 | $4.00K | 0.00% | −2,271−98.8% | Reduced |
| Solstein Capital, LLC | 23 | $4.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 27 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 22 | $4.00K | 0.00% | −1−4.3% | Reduced |
| Massmutual Trust Co FSB | 26 | $4.00K | 0.00% | +18+225.0% | Added |
| AdvisorNet Financial, Inc | 25 | $4.00K | 0.00% | +17+212.5% | Added |
| Capital Advisors, Ltd. LLC | 27 | $4.00K | 0.00% | +27 | New |
| Assetmark, Inc | 33 | $5.00K | 0.00% | −5−13.2% | Reduced |
| C M Bidwell & Associates Ltd | 32 | $5.00K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 31 | $5.00K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 30 | $5.00K | 0.07% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 32 | $5.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 33 | $5.00K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 33 | $5.00K | 0.01% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 29 | $5.00K | 0.05% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 30 | $5.00K | 0.00% | +14+87.5% | Added |
| Birch Capital Management, LLC | 34 | $5.55K | 0.00% | +34 | New |
| Westside Investment Management, Inc. | 38 | $6.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 34 | $6.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 38 | $6.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 36 | $6.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 40 | $7.00K | 0.00% | −12−23.1% | Reduced |
| Clearstead Advisors, LLC | 42 | $7.00K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 42 | $7.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 44 | $7.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 40 | $7.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 43 | $7.00K | 0.00% | +27+168.8% | Added |
| Almanack Investment Partners, LLC. | 45 | $7.00K | 0.00% | +45 | New |
| Castle Wealth Management LLC | 50 | $8.00K | 0.00% | 00.0% | Unchanged |
| Twin Tree Management, LP | 58 | $9.00K | 0.00% | −2,654−97.9% | Reduced |
| MV Capital Management, Inc. | 55 | $9.00K | 0.00% | +5+10.0% | Added |
| Farmers & Merchants Investments Inc | 53 | $9.00K | 0.00% | +10+23.3% | Added |
| Schubert & Co | 55 | $9.00K | 0.01% | +18+48.6% | Added |
| Crewe Advisors LLC | 53 | $9.00K | 0.00% | +21+65.6% | Added |
| West Paces Advisors Inc. | 60 | $9.76K | 0.00% | −69−53.5% | Reduced |
| South State Corp. | 60 | $10.0K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 64 | $10.0K | 0.01% | +64 | New |
| Larson Financial Group LLC | 68 | $11.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 65 | $11.0K | 0.00% | −1−1.5% | Reduced |
| Zions Bancorporation, N.A. | 73 | $12.0K | 0.00% | −13−15.1% | Reduced |
| Johnson Financial Group, Inc. | 82 | $13.0K | 0.00% | −573−87.5% | Reduced |
| Riverview Trust Co | 78 | $13.0K | 0.01% | −62−44.3% | Reduced |
| Coston, McIsaac & Partners | 96 | $15.0K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 96 | $15.6K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 101 | $16.0K | 0.00% | −700−87.4% | Reduced |
| Baillie Gifford & Co | 100 | $16.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 94 | $16.0K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 98 | $17.0K | 0.00% | +2+2.1% | Added |
| FourThought Financial, LLC | 103 | $17.0K | 0.00% | +61+145.2% | Added |
| Tilia Fiduciary Partners, Inc. | 107 | $18.0K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 117 | $19.0K | 0.02% | −579−83.2% | Reduced |
| Spire Wealth Management | 124 | $20.0K | 0.00% | −146−54.1% | Reduced |
| Prestige Wealth Management Group LLC | 126 | $20.0K | 0.01% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 126 | $21.0K | 0.00% | +69+121.1% | Added |
| Proequities, Inc. | 138 | $22.0K | 0.00% | −7−4.8% | Reduced |
| MCF Advisors LLC | 138 | $22.0K | 0.00% | 00.0% | Unchanged |
| NuWave Investment Management, LLC | 135 | $22.0K | 0.03% | +135 | New |
| Stonebridge Capital Advisors LLC | 140 | $23.0K | 0.00% | +6+4.5% | Added |
| JFS Wealth Advisors, LLC | 150 | $24.0K | 0.00% | −17−10.2% | Reduced |
| Lindbrook Capital, LLC | 150 | $24.0K | 0.00% | −17−10.2% | Reduced |
| HM Payson & Co | 156 | $25.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 173 | $27.0K | 0.00% | −6−3.4% | Reduced |
| 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 |
| Eagle Bay Advisors LLC | 204 | $33.0K | 0.02% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 200 | $33.0K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 188 | $33.0K | 0.01% | +7+3.9% | Added |
| Pinnacle Financial Partners Inc | 204 | $33.0K | 0.00% | +204 | New |
| Private Ocean, LLC | 215 | $34.0K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 208 | $34.0K | 0.01% | +173+494.3% | Added |