| Avion Wealth | 3 | $0 | 0.00% | +3 | New |
| Silicon Valley Capital Partners | 0 | $17 | 0.00% | 0 | Unchanged |
| Sofos Investments, Inc. | 1 | $271 | 0.00% | +1 | New |
| Tfo-TDC, LLC | 2 | $344 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 2 | $365 | 0.00% | 00.0% | Unchanged |
| Authentikos Wealth Advisory, LLC | 2 | $365 | 0.00% | +2 | New |
| True Wealth Design, LLC | 2 | $366 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 3 | $548 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 3 | $548 | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 4 | $731 | 0.00% | +4 | New |
| Piscataqua Savings Bank | 5 | $913 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 5 | $913 | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 5 | $914 | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 3 | $1.00K | 0.00% | +3 | New |
| Bangor Savings Bank | 6 | $1.10K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 6 | $1.10K | 0.00% | −3−33.3% | Reduced |
| Albion Financial Group | 6 | $1.10K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 7 | $1.28K | 0.00% | +7 | New |
| Northwest Capital Management Inc | 8 | $1.46K | 0.00% | 00.0% | Unchanged |
| Legacy Financial Group LLC | 8 | $1.46K | 0.00% | +8 | New |
| Sunbelt Securities, Inc. | 8 | $1.48K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 9 | $1.64K | 0.00% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 9 | $1.64K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 9 | $1.65K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 10 | $1.83K | 0.00% | +10 | New |
| Geneos Wealth Management Inc. | 10 | $1.83K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 12 | $2.00K | 0.00% | −87−87.9% | Reduced |
| First Manhattan Co | 13 | $2.37K | 0.00% | +13 | New |
| JNBA Financial Advisors | 13 | $2.38K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 13 | $2.38K | 0.00% | +13 | New |
| Raffa Wealth Management, LLC | 15 | $2.74K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 15 | $2.74K | 0.00% | +15 | New |
| Bogart Wealth, LLC | 16 | $2.92K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 16 | $2.92K | 0.00% | +3+23.1% | Added |
| Capital Advisors, Ltd. LLC | 14 | $3.00K | 0.00% | +14 | New |
| ING Groep NV | 17 | $3.10K | 0.00% | −5,314−99.7% | Reduced |
| AdvisorNet Financial, Inc | 17 | $3.10K | 0.00% | −11−39.3% | Reduced |
| Cornerstone Planning Group LLC | 18 | $3.29K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 19 | $3.47K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 21 | $3.84K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 23 | $4.20K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 25 | $4.57K | 0.00% | −2−7.4% | Reduced |
| Glassman Wealth Services | 26 | $4.75K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 26 | $4.75K | 0.00% | +26 | New |
| Versant Capital Management, Inc | 27 | $4.93K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 27 | $4.93K | 0.00% | +27 | New |
| Boyd Watterson Asset Management LLC | 31 | $5.66K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 31 | $5.66K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 32 | $5.84K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 32 | $5.84K | 0.00% | +32 | New |
| Financial Management Professionals, Inc. | 34 | $6.00K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 33 | $6.22K | 0.01% | 00.0% | Unchanged |
| Birch Capital Management, LLC | 34 | $6.23K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 36 | $6.58K | 0.00% | +36 | New |
| Westside Investment Management, Inc. | 38 | $6.94K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 39 | $7.07K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 39 | $7.12K | 0.00% | +9+30.0% | Added |
| Earnest Partners LLC | 40 | $7.31K | 0.00% | 00.0% | Unchanged |
| West Tower Group, LLC | 41 | $7.49K | 0.00% | +41 | New |
| GHP Investment Advisors, Inc. | 42 | $7.67K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 44 | $8.04K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 45 | $8.22K | 0.00% | +45 | New |
| Aspire Private Capital, LLC | 49 | $9.08K | 0.00% | −33−40.2% | Reduced |
| MV Capital Management, Inc. | 53 | $9.68K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 53 | $9.68K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 55 | $10.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 56 | $10.2K | 0.00% | −41−42.3% | Reduced |
| Mascoma Wealth Management LLC | 57 | $10.4K | 0.00% | +39+216.7% | Added |
| Hollencrest Capital Management | 60 | $11.0K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 60 | $11.0K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 61 | $11.0K | 0.01% | 00.0% | Unchanged |
| Steward Financial Group LLC | 63 | $11.0K | 0.00% | +63 | New |
| WR Wealth Planners, LLC | 61 | $11.1K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 64 | $11.7K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 68 | $12.4K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 70 | $12.8K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 74 | $13.5K | 0.00% | +74 | New |
| Adirondack Trust Co | 300 | $15.5K | 0.01% | +300 | New |
| Sutton Wealth Advisors Inc. | 93 | $17.0K | 0.01% | +8+9.4% | Added |
| Coston, McIsaac & Partners | 96 | $17.0K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 95 | $17.4K | 0.01% | +95 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 101 | $18.4K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 106 | $19.4K | 0.00% | +27+34.2% | Added |
| Parkside Financial Bank & Trust | 115 | $21.0K | 0.00% | +11+10.6% | Added |
| Global Retirement Partners, LLC | 119 | $21.9K | 0.00% | +95+395.8% | Added |
| Prestige Wealth Management Group LLC | 126 | $23.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 128 | $23.4K | 0.00% | +2+1.6% | Added |
| Stonebridge Capital Advisors LLC | 134 | $24.5K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 135 | $24.7K | 0.00% | +135 | New |
| South State Corp. | 138 | $25.2K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 138 | $25.2K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 150 | $27.4K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 162 | $30.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 172 | $31.5K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 174 | $31.8K | 0.02% | +174 | New |
| Edmond de Rothschild Holding S.A. | 186 | $34.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 187 | $34.2K | 0.00% | +49+35.5% | Added |
| Caldwell Sutter Capital, Inc. | 198 | $36.2K | 0.02% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 198 | $36.2K | 0.01% | +198 | New |