| IMA Wealth, Inc. | 2 | $0 | 0.00% | +2 | New |
| WR Wealth Planners, LLC | 1 | $108 | 0.00% | +1 | New |
| Moisand Fitzgerald Tamayo, LLC | 5 | $1.00K | 0.00% | −4−44.4% | Reduced |
| Financial Enhancement Group LLC | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 28 | $3.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 26 | $3.00K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 40 | $4.00K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 34 | $4.00K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 38 | $4.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 36 | $4.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 42 | $5.00K | 0.00% | −187−81.7% | Reduced |
| Sageworth Trust Co of South Dakota | 49 | $5.00K | 0.01% | −32−39.5% | Reduced |
| RWM Asset Management, LLC | 45 | $5.00K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 46 | $5.00K | 0.00% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 60 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 59 | $6.00K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 57 | $6.00K | 0.00% | +28+96.6% | Added |
| John W. Brooker & Co., CPAs | 67 | $7.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 66 | $7.00K | 0.01% | +4+6.5% | Added |
| Prestige Wealth Management Group LLC | 71 | $8.00K | 0.00% | −5−6.6% | Reduced |
| Baystate Wealth Management LLC | 82 | $9.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 92 | $10.0K | 0.00% | −26−22.0% | Reduced |
| Pin Oak Investment Advisors Inc | 89 | $10.0K | 0.01% | 00.0% | Unchanged |
| Standard Family Office LLC | 97 | $10.0K | 0.00% | +97 | New |
| GoalVest Advisory LLC | 100 | $11.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 101 | $11.0K | 0.00% | +46+83.6% | Added |
| New Millennium Group LLC | 115 | $12.0K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 119 | $13.0K | 0.00% | +2+1.7% | Added |
| Harvest Fund Management Co., Ltd | 119 | $13.0K | 0.00% | +119 | New |
| Cribstone Capital Management, LLC | 137 | $15.0K | 0.01% | −30−18.0% | Reduced |
| Pinebridge Investments, L.P. | 100 | $15.0K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 148 | $16.0K | 0.00% | −64−30.2% | Reduced |
| American Research & Management Co. | 150 | $16.0K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 160 | $17.0K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 166 | $18.0K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 176 | $19.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 175 | $19.0K | 0.00% | +175 | New |
| Hanson & Doremus Investment Management | 192 | $21.0K | 0.01% | −9−4.5% | Reduced |
| Ogorek Anthony Joseph | 200 | $21.0K | 0.01% | 00.0% | Unchanged |
| FAI Wealth Management | 201 | $21.0K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 188 | $21.0K | 0.00% | +115+157.5% | Added |
| Wolff Wiese Magana LLC | 210 | $22.0K | 0.02% | −28−11.8% | Reduced |
| Washington Trust Co | 200 | $22.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 200 | $22.0K | 0.01% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 200 | $22.0K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 200 | $22.0K | 0.01% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 226 | $24.0K | 0.00% | −1−0.4% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 228 | $24.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 220 | $24.0K | 0.01% | +18+8.9% | Added |
| Avion Wealth | 236 | $25.0K | 0.01% | 00.0% | Unchanged |
| O'Dell Group, LLC | 231 | $25.0K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 240 | $25.9K | 0.01% | +15+6.7% | Added |
| Tyler-Stone Wealth Management | 244 | $26.0K | 0.02% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 248 | $28.0K | 0.02% | +248 | New |
| Johnson Midwest Financial, LLC | 256 | $28.0K | 0.11% | +1+0.4% | Added |
| Massmutual Trust Co FSB | 263 | $28.0K | 0.00% | +137+108.7% | Added |
| FourThought Financial, LLC | 266 | $29.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 280 | $30.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 290 | $31.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 283 | $31.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 283 | $31.0K | 0.00% | +82+40.8% | Added |
| Hazlett, Burt & Watson, Inc. | 300 | $32.0K | 0.03% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 300 | $32.0K | 0.01% | +300 | New |
| Thomas J. Herzfeld Advisors, Inc. | 307 | $33.0K | 0.01% | −121−28.3% | Reduced |
| Logan Capital Management Inc | 329 | $36.0K | 0.00% | −33−9.1% | Reduced |
| Parkside Financial Bank & Trust | 340 | $37.0K | 0.01% | −36−9.6% | Reduced |
| Key Financial Inc | 340 | $37.0K | 0.02% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 339 | $37.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 351 | $38.0K | 0.00% | +119+51.3% | Added |
| MBM Wealth Consultants, LLC | 362 | $41.0K | 0.02% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 392 | $42.0K | 0.00% | +392 | New |
| Resources Management Corp | 400 | $43.0K | 0.01% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 400 | $43.0K | 0.03% | 00.0% | Unchanged |
| Private Trust Co NA | 416 | $45.0K | 0.01% | −32−7.1% | Reduced |
| Global Retirement Partners, LLC | 388 | $46.0K | 0.00% | −2−0.5% | Reduced |
| JCIC Asset Management Inc. | 397 | $47.0K | 0.02% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 450 | $49.0K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 459 | $52.0K | 0.01% | +9+2.0% | Added |
| Pinnacle Bancorp, Inc. | 489 | $53.0K | 0.02% | −98−16.7% | Reduced |
| Zions Bancorporation, N.A. | 500 | $54.0K | 0.01% | −43−7.9% | Reduced |
| Clean Yield Group | 500 | $54.0K | 0.03% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 500 | $54.0K | 0.02% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 516 | $55.0K | 0.02% | +516 | New |
| Mascoma Wealth Management LLC | 532 | $57.0K | 0.02% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 568 | $61.3K | 0.02% | 00.0% | Unchanged |
| First Financial Corp | 570 | $62.0K | 0.04% | 00.0% | Unchanged |
| Timber Creek Capital Management LLC | 600 | $64.0K | 0.03% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 597 | $64.0K | 0.02% | +169+39.5% | Added |
| Stonebridge Capital Advisors LLC | 600 | $65.0K | 0.01% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 600 | $65.0K | 0.05% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 611 | $66.0K | 0.03% | 00.0% | Unchanged |
| Covington Capital Management | 608 | $66.0K | 0.00% | −148−19.6% | Reduced |
| Bangor Savings Bank | 640 | $69.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 664 | $72.0K | 0.00% | −52−7.3% | Reduced |
| Axiom Investment Management LLC | 665 | $72.0K | 0.14% | +665 | New |
| Sugarloaf Wealth Management, LLC | 692 | $75.0K | 0.02% | −100−12.6% | Reduced |
| Salem Investment Counselors Inc | 705 | $76.0K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 770 | $83.0K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 776 | $84.0K | 0.04% | −46−5.6% | Reduced |