| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 19 | $0 | 0.00% | −172−90.1% | Reduced |
| Northwest Investment Counselors, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 7 | $0 | 0.00% | +6+600.0% | Added |
| Delos Wealth Advisors, LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| BCR Wealth Strategies, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 14 | $0 | 0.00% | +14 | New |
| Robbins Farley LLC | 10 | $0 | 0.00% | +10 | New |
| PFS Partners, LLC | 7 | $223 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 10 | $317 | 0.00% | – | – |
| Exane Derivatives | 21 | $667 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 22 | $1.00K | 0.00% | −78−78.0% | Reduced |
| Tradewinds Capital Management, LLC | 36 | $1.00K | 0.00% | −58−61.7% | Reduced |
| Duncker Streett & Co Inc | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 21 | $1.00K | 0.00% | −23−52.3% | Reduced |
| Semmax Financial Advisors Inc. | 38 | $1.00K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 29 | $1.00K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 31 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 20 | $1.00K | 0.00% | +20 | New |
| Rockbridge Investment Management, LCC | 34 | $1.08K | 0.00% | −44−56.4% | Reduced |
| Goodwin Investment Advisory | 50 | $1.59K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 51 | $1.62K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 58 | $2.00K | 0.00% | −5,351−98.9% | Reduced |
| Laurel Wealth Advisors LLC | 49 | $2.00K | 0.00% | −85−63.4% | Reduced |
| Ten Capital Wealth Advisors, LLC | 50 | $2.00K | 0.00% | −31−38.3% | Reduced |
| IMA Wealth, Inc. | 75 | $2.00K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 50 | $2.00K | 0.00% | +50 | New |
| New Millennium Group LLC | 60 | $2.00K | 0.00% | +60 | New |
| Eagle Bay Advisors LLC | 68 | $2.16K | 0.00% | +68 | New |
| Stephenson National Bank & Trust | 100 | $3.00K | 0.00% | −5,308−98.2% | Reduced |
| MUFG Americas Holdings Corp | 100 | $3.00K | 0.00% | −2,000−95.2% | Reduced |
| Webster Bank, N. A. | 100 | $3.00K | 0.00% | −1,870−94.9% | Reduced |
| Winch Advisory Services, LLC | 83 | $3.00K | 0.00% | −200−70.7% | Reduced |
| Blume Capital Management, Inc. | 102 | $3.00K | 0.00% | +1+1.0% | Added |
| Deane Retirement Strategies, Inc. | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 91 | $3.00K | 0.00% | 00.0% | Unchanged |
| Karlinski Andrew C | 81 | $3.00K | 0.00% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 80 | $3.00K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 110 | $3.49K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 116 | $3.69K | 0.00% | 00.0% | Unchanged |
| Baron Financial Group, LLC | 125 | $3.97K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 111 | $4.00K | 0.01% | 00.0% | Unchanged |
| Schubert & Co | 132 | $4.00K | 0.00% | +73+123.7% | Added |
| Bangor Savings Bank | 130 | $4.00K | 0.00% | +130 | New |
| Heritage Financial Services, LLC | 140 | $4.00K | 0.00% | +140 | New |
| Steward Financial Group LLC | 140 | $4.00K | 0.00% | +140 | New |
| Raffa Wealth Management, LLC | 134 | $4.26K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 145 | $4.61K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 155 | $5.00K | 0.00% | −203−56.7% | Reduced |
| American National Bank | 159 | $5.00K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 112 | $5.00K | 0.00% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 134 | $5.00K | 0.00% | +134 | New |
| Lumature Wealth Partners, LLC | 200 | $6.00K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 174 | $6.00K | 0.01% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 192 | $6.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 180 | $6.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 190 | $6.00K | 0.00% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 200 | $6.00K | 0.00% | +200 | New |
| Loomis Sayles & Co L P | 232 | $7.00K | 0.00% | −36−13.4% | Reduced |
| Sittner & Nelson, LLC | 225 | $7.00K | 0.00% | −33−12.8% | Reduced |
| Toth Financial Advisory Corp | 230 | $7.00K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 224 | $7.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 229 | $7.00K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 246 | $7.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 209 | $7.00K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 213 | $7.00K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 262 | $8.00K | 0.00% | −1,237,625−100.0% | Reduced |
| Oakworth Capital, Inc. | 248 | $8.00K | 0.00% | 00.0% | Unchanged |
| Curi Capital | 266 | $8.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 251 | $8.00K | 0.00% | +15+6.4% | Added |
| GW&K Investment Management, LLC | 246 | $8.00K | 0.00% | +79+47.3% | Added |
| Sterling Investment Advisors, Ltd. | 250 | $8.00K | 0.00% | +250 | New |
| Investment Research & Advisory Group, Inc. | 265 | $8.00K | 0.01% | +265 | New |
| Castle Wealth Management LLC | 263 | $8.00K | 0.00% | +263 | New |
| Covington Capital Management | 273 | $9.00K | 0.00% | −108−28.3% | Reduced |
| Cambridge Trust Co | 293 | $9.00K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 279 | $9.00K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 276 | $9.00K | 0.01% | +20+7.8% | Added |
| Versant Capital Management, Inc | 270 | $9.00K | 0.00% | +59+28.0% | Added |
| HC Financial Advisors Inc | 300 | $10.0K | 0.01% | 00.0% | Unchanged |
| Norwood Financial Corp | 300 | $10.0K | 0.02% | 00.0% | Unchanged |
| Costello Asset Management, INC | 300 | $10.0K | 0.01% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 300 | $10.0K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 330 | $10.0K | 0.00% | +83+33.6% | Added |
| Moisand Fitzgerald Tamayo, LLC | 156 | $10.0K | 0.00% | +156 | New |
| Fieldpoint Private Securities, LLC | 340 | $11.0K | 0.00% | −331−49.3% | Reduced |
| Professional Financial Advisors, LLC | 338 | $11.0K | 0.01% | 00.0% | Unchanged |