| Cambridge Trust Co | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 19 | $0 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 8 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 18 | $0 | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 19 | $871 | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 14 | $1.00K | 0.00% | −23−62.2% | Reduced |
| Pacifica Partners Inc. | 33 | $1.00K | 0.00% | −12−26.7% | Reduced |
| Advocacy Wealth Management Services, LLC | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 47,419 | $1.00K | 0.00% | +47,419 | New |
| Plante Moran Financial Advisors, LLC | 52 | $2.00K | 0.00% | −125−70.6% | Reduced |
| Salem Investment Counselors Inc | 37 | $2.00K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 46 | $2.00K | 0.00% | −9−16.4% | Reduced |
| Tarbox Family Office, Inc. | 51 | $2.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 39 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 52 | $2.00K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 53 | $2.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 35 | $2.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 40 | $2.00K | 0.00% | +10+33.3% | Added |
| Versant Capital Management, Inc | 34 | $2.00K | 0.00% | +34 | New |
| Disciplined Investments, LLC | 39 | $2.00K | 0.00% | +39 | New |
| Conrad Siegel Investment Advisors, Inc. | 38 | $2.00K | 0.00% | +38 | New |
| Tucker Asset Management LLC | 52 | $2.38K | 0.00% | +52 | New |
| Bellwether Advisors, LLC | 82 | $3.00K | 0.00% | −536−86.7% | Reduced |
| Ci Investments Inc. | 67 | $3.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 73 | $3.00K | 0.00% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 71 | $3.00K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 55 | $3.00K | 0.00% | 00.0% | Unchanged |
| Foresight Capital Management Advisors, Inc. | 57 | $3.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 60 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 63 | $3.00K | 0.00% | +63 | New |
| Beaird Harris Wealth Management, LLC | 87 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 112 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 109 | $5.00K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 105 | $5.00K | 0.00% | +105 | New |
| WFA Asset Management Corp | 116 | $5.34K | 0.00% | +1+0.9% | Added |
| Thompson Siegel & Walmsley LLC | 126 | $6.00K | 0.00% | −539−81.1% | Reduced |
| Winch Advisory Services, LLC | 135 | $6.00K | 0.00% | +1+0.7% | Added |
| Gemmer Asset Management LLC | 149 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 128 | $6.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 129 | $6.00K | 0.00% | +29+29.0% | Added |
| Financial Management Professionals, Inc. | 123 | $6.00K | 0.00% | +43+53.8% | Added |
| Community Bank, N.A. | 120 | $6.00K | 0.00% | +120 | New |
| Sutton Wealth Advisors Inc. | 149 | $6.83K | 0.00% | +17+12.9% | Added |
| Asset Dedication, LLC | 157 | $7.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 150 | $7.00K | 0.00% | 00.0% | Unchanged |
| IndexIQ Advisors LLC | 174 | $8.00K | 0.00% | +174 | New |
| Washington Trust Co | 200 | $9.00K | 0.00% | −17−7.8% | Reduced |
| Mascoma Wealth Management LLC | 200 | $9.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 221 | $10.0K | 0.00% | +38+20.8% | Added |
| Tortoise Investment Management, LLC | 249 | $11.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 250 | $11.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 235 | $11.0K | 0.00% | +19+8.8% | Added |
| Antonetti Capital Management LLC | 270 | $12.0K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 255 | $12.0K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 287 | $13.0K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 285 | $13.0K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 300 | $13.8K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 308 | $14.0K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 300 | $14.0K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 300 | $14.0K | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 300 | $14.0K | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 300 | $14.0K | 0.00% | +26+9.5% | Added |
| Peoples Financial Services Corp. | 305 | $14.0K | 0.01% | +305 | New |
| TCWP LLC | 310 | $14.0K | 0.00% | +310 | New |
| Global Trust Asset Management, LLC | 331 | $15.0K | 0.01% | 00.0% | Unchanged |
| FourThought Financial, LLC | 356 | $16.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 340 | $16.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 380 | $17.0K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 370 | $17.0K | 0.01% | +370 | New |
| Earnest Partners LLC | 392 | $18.0K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 400 | $18.0K | 0.00% | +400 | New |
| Cranbrook Wealth Management, LLC | 401 | $18.0K | 0.00% | +401 | New |
| BDO Wealth Advisors, LLC | 405 | $19.0K | 0.00% | +405 | New |
| Joseph P. Lucia & Associates, LLC | 413 | $19.0K | 0.01% | +413 | New |
| Glen Eagle Advisors, LLC | 425 | $19.5K | 0.01% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 439 | $20.0K | 0.00% | +3+0.7% | Added |
| TSFG, LLC | 440 | $20.0K | 0.01% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 430 | $20.0K | 0.00% | +4+0.9% | Added |
| Lazard Asset Management LLC | 458 | $21.0K | 0.00% | +425+1,287.9% | Added |
| Northwest Investment Counselors, LLC | 482 | $22.0K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 475 | $22.0K | 0.01% | +475 | New |
| Horan Securities, Inc. | 500 | $23.0K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 500 | $23.0K | 0.01% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 500 | $23.0K | 0.02% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 500 | $23.0K | 0.02% | +500 | New |
| Capital Advisors, Ltd. LLC | 519 | $24.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 521 | $24.0K | 0.00% | +47+9.9% | Added |
| Dixon Hughes Goodman Wealth Advisors LLC | 551 | $25.0K | 0.01% | +445+419.8% | Added |
| Prospera Financial Services Inc | 555 | $25.0K | 0.00% | +555 | New |
| Massmutual Trust Co FSB | 570 | $26.0K | 0.00% | +23+4.2% | Added |
| Pinnacle Bancorp, Inc. | 611 | $28.0K | 0.01% | +341+126.3% | Added |
| Lloyd Advisory Services, LLC. | 631 | $29.0K | 0.01% | +47+8.0% | Added |