| Bellwether Advisors, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 2 | $0 | 0.00% | +2 | New |
| CFS Investment Advisory Services, LLC | 39,146 | $0 | 0.00% | +39,146 | New |
| Financial Synergies Wealth Advisors, Inc. | 3 | $532 | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 5 | $1.00K | 0.00% | −15−75.0% | Reduced |
| Advocacy Wealth Management Services, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7 | $1.00K | 0.00% | +6+600.0% | Added |
| SJS Investment Consulting Inc. | 8 | $1.00K | 0.00% | +8 | New |
| Highline Wealth Partners LLC | 6 | $1.06K | 0.00% | +6 | New |
| Longfellow Investment Management Co LLC | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 9 | $2.00K | 0.00% | +9 | New |
| FinTrust Capital Advisors, LLC | 18 | $3.00K | 0.00% | −269−93.7% | Reduced |
| Financial Management Professionals, Inc. | 18 | $3.00K | 0.00% | −15−45.5% | Reduced |
| American National Bank | 14 | $3.00K | 0.00% | +14 | New |
| Clean Yield Group | 17 | $3.00K | 0.00% | +17 | New |
| Atlantic Trust, LLC | 19 | $3.00K | 0.00% | +19 | New |
| Tucker Asset Management LLC | 23 | $3.99K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 23 | $4.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 21 | $4.00K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 21 | $4.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 22 | $4.00K | 0.00% | +13+144.4% | Added |
| West Financial Advisors, LLC | 25 | $4.00K | 0.00% | +25 | New |
| Householder Group Estate & Retirement Specialist, LLC | 26 | $4.00K | 0.00% | +26 | New |
| Abound Wealth Management | 28 | $4.96K | 0.00% | +28 | New |
| Schubert & Co | 30 | $5.00K | 0.00% | −2−6.3% | Reduced |
| Webster Bank, N. A. | 29 | $5.00K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 30 | $5.00K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 28 | $5.00K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 26 | $5.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 26 | $5.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 29 | $5.00K | 0.00% | +13+81.3% | Added |
| PEAK6 Investments LLC | 29 | $5.00K | 0.00% | +23+383.3% | Added |
| Almanack Investment Partners, LLC. | 27 | $5.00K | 0.00% | +27 | New |
| Thompson Siegel & Walmsley LLC | 36 | $6.00K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 35 | $6.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 33 | $6.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 35 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 35 | $6.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 33 | $6.00K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 35 | $6.00K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 33 | $6.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 36 | $6.00K | 0.00% | +2+5.9% | Added |
| Raffa Wealth Management, LLC | 34 | $6.02K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 37 | $7.00K | 0.00% | −13−26.0% | Reduced |
| Princeton Global Asset Management LLC | 41 | $7.00K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 41 | $7.00K | 0.00% | +37+925.0% | Added |
| First Command Bank | 37 | $7.00K | 0.00% | +37 | New |
| First Command Financial Services, Inc. | 37 | $7.00K | 0.00% | +37 | New |
| Stephens Consulting, LLC | 43 | $7.62K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 45 | $8.00K | 0.01% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 44 | $8.00K | 0.00% | +44 | New |
| PSI Advisors, LLC | 50 | $9.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 50 | $9.00K | 0.00% | +50 | New |
| Lumature Wealth Partners, LLC | 57 | $10.0K | 0.01% | −21−26.9% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 57 | $10.0K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 49 | $10.0K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 60 | $10.6K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 60 | $11.0K | 0.00% | −217−78.3% | Reduced |
| Sandy Spring Bank | 60 | $11.0K | 0.00% | −40−40.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 62 | $11.0K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 60 | $11.0K | 0.01% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 60 | $11.0K | 0.01% | 00.0% | Unchanged |
| City State Bank | 60 | $11.0K | 0.01% | 00.0% | Unchanged |
| Cambridge Trust Co | 61 | $11.0K | 0.00% | +11+22.0% | Added |
| Financial Perspectives, Inc | 67 | $11.9K | 0.01% | 00.0% | Unchanged |
| Pflug Koory, LLC | 69 | $12.0K | 0.01% | +69 | New |
| Old North State Trust, LLC | 65 | $12.0K | 0.01% | +65 | New |
| JFS Wealth Advisors, LLC | 76 | $13.0K | 0.00% | −52−40.6% | Reduced |
| Eagle Bay Advisors LLC | 72 | $13.0K | 0.01% | −5−6.5% | Reduced |
| Addison Advisors LLC | 75 | $13.0K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 75 | $13.0K | 0.00% | +75 | New |
| Coastal Capital Group, Inc. | 73 | $13.0K | 0.00% | +73 | New |
| Versant Capital Management, Inc | 78 | $14.0K | 0.01% | 00.0% | Unchanged |
| O'Dell Group, LLC | 80 | $14.0K | 0.01% | +80 | New |
| Investors Research Corp | 85 | $15.0K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 85 | $15.0K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 92 | $16.0K | 0.02% | −40−30.3% | Reduced |
| TSFG, LLC | 99 | $17.0K | 0.01% | +1+1.0% | Added |
| Baystate Wealth Management LLC | 93 | $17.0K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 96 | $17.0K | 0.00% | +16+20.0% | Added |
| Brown, Lisle/Cummings, Inc. | 100 | $17.7K | 0.01% | 00.0% | Unchanged |
| Red Cedar Capital, LLC | 102 | $18.0K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 100 | $18.0K | 0.00% | −2−2.0% | Reduced |
| Roble, Belko & Company, Inc | 100 | $18.0K | 0.00% | 00.0% | Unchanged |
| St. James Investment Advisors, LLC | 102 | $18.0K | 0.04% | +22+27.5% | Added |
| Ellevest, Inc. | 106 | $19.0K | 0.00% | −237−69.1% | Reduced |
| McClarren Financial Advisors, Inc. | 110 | $19.0K | 0.02% | +110 | New |
| Piscataqua Savings Bank | 120 | $21.0K | 0.02% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 122 | $21.0K | 0.01% | +51+71.8% | Added |
| Emfo, LLC | 122 | $22.0K | 0.02% | 00.0% | Unchanged |
