| McClarren Financial Advisors, Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 3 | $0 | 0.00% | +3 | New |
| WestEnd Advisors, LLC | 1 | $143 | 0.00% | +1 | New |
| Pittenger & Anderson Inc | 2 | $287 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 2 | $287 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 1 | $291 | 0.00% | −166−99.4% | Reduced |
| TFC Financial Management | 3 | $430 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 3 | $430 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 3 | $430 | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 3 | $430 | 0.00% | +3 | New |
| Tfo-TDC, LLC | 3 | $501 | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 4 | $572 | 0.00% | +4 | New |
| Carolinas Wealth Consulting LLC | 6 | $881 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 8 | $1.00K | 0.00% | −16−66.7% | Reduced |
| Atlas Capital Advisors LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 8 | $1.15K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 8 | $1.15K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 8 | $1.15K | 0.00% | +8 | New |
| Colonial Trust Advisors | 10 | $1.43K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 10 | $1.47K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 11 | $1.55K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 11 | $1.64K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 12 | $1.72K | 0.00% | −980−98.8% | Reduced |
| Eagle Bay Advisors LLC | 12 | $1.72K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 13 | $1.86K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 12 | $2.00K | 0.00% | −4−25.0% | Reduced |
| KB Financial Partners, LLC | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 14 | $2.01K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 15 | $2.14K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 31 | $2.32K | 0.00% | +31 | New |
| Central Bank & Trust Co | 17 | $2.43K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 20 | $2.86K | 0.00% | +18+900.0% | Added |
| Global Wealth Management Investment Advisory, Inc. | 20 | $2.86K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 20 | $3.00K | 0.00% | −222−91.7% | Reduced |
| Buck Wealth Strategies, LLC | 21 | $3.01K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 21 | $3.01K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 22 | $3.15K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 22 | $3.15K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 23 | $3.29K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 24 | $3.44K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 24 | $3.44K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 26 | $3.72K | 0.00% | −5−16.1% | Reduced |
| Strengthening Families & Communities, LLC | 29 | $4.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 26 | $4.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 25 | $4.00K | 0.00% | +25 | New |
| Key Financial Inc | 28 | $4.01K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 38 | $5.00K | 0.00% | +5+15.2% | Added |
| PSI Advisors, LLC | 35 | $5.01K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 40 | $6.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 42 | $6.01K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 42 | $6.01K | 0.00% | +42 | New |
| Mascoma Wealth Management LLC | 43 | $6.16K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 45 | $6.45K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 46 | $6.59K | 0.00% | +46 | New |
| Coppell Advisory Solutions LLC | 51 | $7.05K | 0.00% | −41−44.6% | Reduced |
| Prestige Wealth Management Group LLC | 52 | $7.45K | 0.00% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 53 | $7.59K | 0.00% | −316−85.6% | Reduced |
| Steward Financial Group LLC | 62 | $8.00K | 0.00% | −4−6.1% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 56 | $8.02K | 0.00% | −35−38.5% | Reduced |
| SRS Capital Advisors, Inc. | 56 | $8.15K | 0.00% | +8+16.7% | Added |
| Bangor Savings Bank | 60 | $8.59K | 0.00% | +60 | New |
| Rise Advisors, LLC | 66 | $9.45K | 0.01% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 67 | $9.60K | 0.00% | +67 | New |
| Loomis Sayles & Co L P | 71 | $10.0K | 0.00% | +14+24.6% | Added |
| Sugarloaf Wealth Management, LLC | 70 | $10.0K | 0.00% | −30−30.0% | Reduced |
| American State Bank (Iowa) | 70 | $10.0K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 70 | $10.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 73 | $10.5K | 0.00% | 00.0% | Unchanged |
| ING Groep NV | 75 | $10.7K | 0.00% | −6,699−98.9% | Reduced |
| Macroview Investment Management LLC | 81 | $11.6K | 0.02% | +81 | New |
| Covestor Ltd | 81 | $12.0K | 0.01% | −22−21.4% | Reduced |
| Valley National Advisers Inc | 83 | $12.0K | 0.00% | +39+88.6% | Added |
| Larson Financial Group LLC | 86 | $12.3K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 87 | $12.5K | 0.00% | −4−4.4% | Reduced |
| Salomon & Ludwin, LLC | 87 | $12.5K | 0.00% | +87 | New |
| Financial Perspectives, Inc | 88 | $12.6K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 91 | $13.0K | 0.00% | +1+1.1% | Added |
| Operose Advisors LLC | 95 | $13.6K | 0.01% | +95 | New |
| Benjamin F. Edwards & Company, Inc. | 100 | $14.0K | 0.00% | +100 | New |
| Bogart Wealth, LLC | 98 | $14.0K | 0.00% | −20−16.9% | Reduced |
| Tradewinds Capital Management, LLC | 100 | $14.3K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 101 | $14.4K | 0.00% | +1+1.0% | Added |
| Headinvest, LLC | 105 | $15.0K | 0.00% | +105 | New |
| Glassman Wealth Services | 105 | $15.0K | 0.00% | −12−10.3% | Reduced |
| Carmel Capital Partners, LLC | 105 | $15.0K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 107 | $15.3K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 108 | $15.5K | 0.01% | +108 | New |
| Hartford Financial Management Inc. | 109 | $15.6K | 0.00% | +109 | New |
| Gables Capital Management Inc. | 110 | $15.8K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 111 | $15.9K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 113 | $16.3K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 136 | $19.5K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 139 | $19.9K | 0.00% | −6−4.1% | Reduced |
| West Paces Advisors Inc. | 139 | $19.9K | 0.01% | 00.0% | Unchanged |
| First Personal Financial Services | 144 | $20.6K | 0.01% | −36−20.0% | Reduced |
| Tradition Wealth Management, LLC | 145 | $21.0K | 0.00% | −179−55.2% | Reduced |
| Harvest Fund Management Co., Ltd | 148 | $21.0K | 0.00% | 00.0% | Unchanged |
| City State Bank | 149 | $21.0K | 0.01% | 00.0% | Unchanged |