| WestEnd Advisors, LLC | 5 | $0 | 0.00% | +1+25.0% | Added |
| Heritage Wealth Management, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 1 | $0 | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 6 | $0 | 0.00% | 00.0% | Unchanged |
| HWG Holdings LP | 2 | $0 | 0.00% | +2 | New |
| Horan Securities, Inc. | 6 | $0 | 0.00% | +6 | New |
| IAG Wealth Partners, LLC | 4 | $0 | 0.00% | +4 | New |
| CFS Investment Advisory Services, LLC | 12,146 | $0 | 0.00% | +12,146 | New |
| Financial Synergies Wealth Advisors, Inc. | 6 | $500 | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 10 | $832 | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 10 | $1.00K | 0.00% | −5,156−99.8% | Reduced |
| BerganKDV Wealth Management, LLC | 14 | $1.00K | 0.00% | −31−68.9% | Reduced |
| Lee Financial Co | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 9 | $1.00K | 0.00% | −3−25.0% | Reduced |
| Versant Capital Management, Inc | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| FIL Ltd | 15 | $1.00K | 0.00% | +14+1,400.0% | Added |
| Surevest, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 11 | $1.00K | 0.00% | +11 | New |
| American National Bank | 10 | $1.00K | 0.00% | +10 | New |
| SJS Investment Consulting Inc. | 18 | $1.00K | 0.00% | +18 | New |
| EdgeRock Capital LLC | 10 | $1.00K | 0.00% | +10 | New |
| Lazard Asset Management LLC | 29 | $2.00K | 0.00% | −2,430−98.8% | Reduced |
| Eagle Bay Advisors LLC | 22 | $2.00K | 0.00% | −290−92.9% | Reduced |
| Coston, McIsaac & Partners | 31 | $2.00K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 22 | $2.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 21 | $2.00K | 0.00% | +21 | New |
| Disciplined Investments, LLC | 30 | $2.00K | 0.00% | +30 | New |
| Highline Wealth Partners LLC | 26 | $2.16K | 0.00% | +26 | New |
| Absolute Capital Management, LLC | 31 | $2.57K | 0.00% | +31 | New |
| WR Wealth Planners, LLC | 36 | $3.00K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 33 | $3.00K | 0.00% | −72−68.6% | Reduced |
| Newbridge Financial Services Group, Inc. | 34 | $3.00K | 0.00% | −13−27.7% | Reduced |
| Arrow Financial Corp | 33 | $3.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 41 | $3.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 36 | $3.00K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 27 | $3.00K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 37 | $3.08K | 0.00% | +37 | New |
| Hartree Partners, LP | 65,000 | $3.25K | 0.00% | −22,338−25.6% | Reduced |
| Baldwin Brothers Inc | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 52 | $4.00K | 0.00% | +52 | New |
| Tower View Investment Management & Research LLC | 44 | $4.00K | 0.00% | +44 | New |
| Householder Group Estate & Retirement Specialist, LLC | 52 | $4.00K | 0.00% | +52 | New |
| Barrett & Company, Inc. | 55 | $4.74K | 0.00% | +55 | New |
| Atwood & Palmer Inc | 66 | $5.00K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 64 | $5.00K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 66 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 66 | $5.00K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 61 | $5.00K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 55 | $5.00K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 75 | $6.00K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 75 | $6.00K | 0.01% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 71 | $6.00K | 0.00% | +71 | New |
| Clear Perspectives Financial Planning, LLC | 77 | $6.00K | 0.00% | +77 | New |
| Raffa Wealth Management, LLC | 73 | $6.07K | 0.00% | 00.0% | Unchanged |
| FAI Wealth Management | 90 | $7.00K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 80 | $7.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 83 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 87 | $7.00K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 84 | $7.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 85 | $7.00K | 0.01% | +80+1,600.0% | Added |
| Dividend Assets Capital, LLC | 99 | $8.00K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 100 | $8.00K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 93 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 92 | $8.00K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 108 | $9.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 112 | $9.00K | 0.00% | −1−0.9% | Reduced |
| Capital Advisors, Ltd. LLC | 109 | $9.00K | 0.00% | +41+60.3% | Added |
| Sugarloaf Wealth Management, LLC | 106 | $9.00K | 0.00% | +106 | New |
| Delos Wealth Advisors, LLC | 123 | $10.0K | 0.01% | +5+4.2% | Added |
| Zullo Investment Group, Inc. | 117 | $10.0K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 121 | $10.0K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 136 | $11.0K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 144 | $11.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 136 | $11.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 141 | $12.0K | 0.00% | −180−56.1% | Reduced |
| Investors Asset Management of Georgia Inc | 139 | $12.0K | 0.01% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 141 | $12.0K | 0.00% | +1+0.7% | Added |
| BDO Wealth Advisors, LLC | 141 | $12.0K | 0.00% | 00.0% | Unchanged |
| Motco | 139 | $12.0K | 0.00% | +126+969.2% | Added |
| Stephens Consulting, LLC | 146 | $12.1K | 0.01% | 00.0% | Unchanged |
| American State Bank (Iowa) | 150 | $12.5K | 0.01% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 159 | $13.0K | 0.00% | +34+27.2% | Added |
| Financial Perspectives, Inc | 160 | $13.3K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 166 | $14.0K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 163 | $14.0K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 171 | $14.0K | 0.00% | +171 | New |
| Center for Financial Planning, Inc. | 185 | $15.0K | 0.00% | −143−43.6% | Reduced |
| Beacon Capital Management, LLC | 263 | $15.0K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 178 | $15.0K | 0.01% | +82+85.4% | Added |
| Plante Moran Financial Advisors, LLC | 196 | $16.0K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 199 | $17.0K | 0.00% | −116−36.8% | Reduced |