| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 19 | $0 | 0.00% | −336−94.6% | Reduced |
| Evermay Wealth Management LLC | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 9 | $408 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 11 | $498 | 0.00% | +11 | New |
| Financial Synergies Wealth Advisors, Inc. | 18 | $816 | 0.00% | +18 | New |
| Alaska Permanent Fund Corp | 15 | $1.00K | 0.00% | −43−74.1% | Reduced |
| West Oak Capital, LLC | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bivin & Associates, Inc. | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 19 | $1.00K | 0.00% | +19 | New |
| Anchor Investment Management, LLC | 25 | $1.13K | 0.00% | −225−90.0% | Reduced |
| Covington Capital Management | 48 | $2.00K | 0.00% | −65−57.5% | Reduced |
| Versant Capital Management, Inc | 53 | $2.00K | 0.00% | 00.0% | Unchanged |
| Motco | 39 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 44 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 51 | $2.00K | 0.00% | +15+41.7% | Added |
| Guardian Wealth Management, Inc. | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 72 | $3.00K | 0.00% | −42−36.8% | Reduced |
| Schubert & Co | 74 | $3.00K | 0.00% | +47+174.1% | Added |
| Steward Financial Group LLC | 86 | $3.00K | 0.00% | +86 | New |
| Byrne Asset Management LLC | 73 | $3.00K | 0.00% | +73 | New |
| Ahrens Investment Partners LLC | 94 | $4.00K | 0.00% | −600−86.5% | Reduced |
| Semmax Financial Advisors Inc. | 82 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 77 | $4.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 93 | $4.00K | 0.00% | +93 | New |
| WR Wealth Planners, LLC | 108 | $4.89K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 119 | $5.00K | 0.00% | −1−0.8% | Reduced |
| Arrow Financial Corp | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 110 | $5.00K | 0.00% | 00.0% | Unchanged |
| Heritage Financial Services, LLC | 122 | $5.00K | 0.00% | +122 | New |
| Graves-Light Private Wealth Management, Inc. | 124 | $6.00K | 0.00% | −91−42.3% | Reduced |
| Capital Advisors, Ltd. LLC | 139 | $6.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 139 | $6.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 125 | $6.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 133 | $6.00K | 0.00% | +133 | New |
| Tfo-TDC, LLC | 142 | $6.00K | 0.00% | +142 | New |
| Bell Investment Advisors, Inc | 134 | $6.00K | 0.00% | +134 | New |
| Retirement Group, LLC | 165 | $7.00K | 0.00% | −83−33.5% | Reduced |
| Baldwin Brothers Inc | 150 | $7.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 152 | $7.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 148 | $7.00K | 0.00% | +1+0.7% | Added |
| Tevis Investment Management | 179 | $8.00K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 173 | $8.00K | 0.00% | +56+47.9% | Added |
| Bogart Wealth, LLC | 184 | $8.00K | 0.00% | +184 | New |
| Wagner Wealth Management, LLC | 166 | $8.00K | 0.01% | +166 | New |
| Atwood & Palmer Inc | 200 | $9.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 202 | $9.00K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 200 | $9.00K | 0.01% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 200 | $9.00K | 0.01% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 195 | $9.00K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 216 | $10.0K | 0.00% | −21−8.9% | Reduced |
| Cedar Mountain Advisors, LLC | 225 | $10.0K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 225 | $10.0K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 221 | $10.0K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 223 | $10.1K | 0.00% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 250 | $11.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 250 | $11.0K | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 246 | $11.0K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 241 | $11.0K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 228 | $11.0K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 232 | $11.0K | 0.00% | +17+7.9% | Added |
| Financial Management Professionals, Inc. | 253 | $11.0K | 0.00% | +53+26.5% | Added |
| FAI Wealth Management | 271 | $12.0K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 261 | $12.0K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 254 | $12.0K | 0.01% | 00.0% | Unchanged |
| Core Alternative Capital | 256 | $12.0K | 0.00% | +75+41.4% | Added |
| Vigilant Capital Management, LLC | 261 | $12.0K | 0.00% | +261 | New |
| Kayne Anderson Rudnick Investment Management LLC | 290 | $13.0K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 293 | $13.0K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 289 | $13.0K | 0.01% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 282 | $13.0K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 279 | $13.0K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 292 | $13.0K | 0.00% | +292 | New |
| Sage Private Wealth Group, LLC | 276 | $13.0K | 0.02% | +276 | New |
| Addison Advisors LLC | 308 | $14.0K | 0.01% | −290−48.5% | Reduced |
| FinTrust Capital Advisors, LLC | 325 | $14.0K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 299 | $14.0K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 300 | $14.0K | 0.01% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 300 | $14.0K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 300 | $14.0K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 302 | $14.0K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 316 | $14.0K | 0.01% | +316 | New |
| Raleigh Capital Management Inc. | 319 | $14.0K | 0.01% | +319 | New |
| Cyrus J. Lawrence, LLC | 334 | $15.0K | 0.00% | 00.0% | Unchanged |
| Systematic Financial Management LP | 349 | $16.0K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 354 | $16.0K | 0.02% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 343 | $16.0K | 0.00% | +3+0.9% | Added |
| CNB Bank | 365 | $17.0K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 391 | $18.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 400 | $18.0K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 389 | $18.0K | 0.01% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 425 | $19.0K | 0.00% | −127−23.0% | Reduced |
| Contravisory Investment Management, Inc. | 422 | $19.0K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 414 | $19.0K | 0.00% | +2+0.5% | Added |
| Brewin Dolphin Ltd | 424 | $19.0K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 415 | $19.0K | 0.00% | +7+1.7% | Added |
| Baystate Wealth Management LLC | 408 | $19.0K | 0.00% | 00.0% | Unchanged |
| Wela Strategies, Inc. | 18,702 | $19.0K | 0.01% | 00.0% | Unchanged |