| SOA Wealth Advisors, LLC. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Absolute Capital Management, LLC | 3 | $493 | 0.00% | +3 | New |
| Asset Dedication, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| American National Bank | 9 | $1.00K | 0.00% | +9 | New |
| Ten Capital Wealth Advisors, LLC | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 21 | $3.00K | 0.00% | +1+5.0% | Added |
| Focused Wealth Management, Inc | 20 | $3.00K | 0.00% | +20 | New |
| WR Wealth Planners, LLC | 22 | $3.65K | 0.00% | +22 | New |
| USA Financial Portformulas Corp | 23 | $4.00K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 26 | $4.00K | 0.00% | +13+100.0% | Added |
| Massmutual Trust Co FSB | 23 | $4.00K | 0.00% | +10+76.9% | Added |
| TSFG, LLC | 25 | $4.00K | 0.00% | +25 | New |
| Tucker Asset Management LLC | 24 | $4.23K | 0.00% | +24 | New |
| Bangor Savings Bank | 29 | $5.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 32 | $5.00K | 0.00% | 00.0% | Unchanged |
| Karlinski Andrew C | 27 | $5.00K | 0.01% | 00.0% | Unchanged |
| Logan Capital Management Inc | 30 | $5.00K | 0.00% | +30 | New |
| Capital Analysts, LLC | 30 | $5.00K | 0.00% | +30 | New |
| Wolff Wiese Magana LLC | 34 | $6.00K | 0.00% | −8−19.0% | Reduced |
| Capital Advisors, Ltd. LLC | 36 | $6.00K | 0.00% | +28+350.0% | Added |
| Raffa Wealth Management, LLC | 38 | $6.30K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 41 | $7.00K | 0.00% | +3+7.9% | Added |
| BerganKDV Wealth Management, LLC | 40 | $7.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 43 | $7.00K | 0.00% | +8+22.9% | Added |
| Beacon Capital Management, LLC | 58 | $8.00K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 50 | $8.00K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 50 | $8.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 47 | $8.00K | 0.01% | +14+42.4% | Added |
| Salem Investment Counselors Inc | 50 | $8.00K | 0.00% | +50 | New |
| Archer Investment Corp | 50 | $8.30K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 52 | $9.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 62 | $10.0K | 0.00% | +62 | New |
| Horan Securities, Inc. | 59 | $10.0K | 0.01% | +59 | New |
| Larson Financial Group LLC | 64 | $11.0K | 0.00% | +64 | New |
| Heritage Wealth Management, LLC | 67 | $11.0K | 0.00% | +67 | New |
| Hanson & Doremus Investment Management | 73 | $12.0K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 75 | $12.0K | 0.01% | +75 | New |
| M&R Capital Management Inc | 75 | $12.0K | 0.00% | +75 | New |
| Professional Financial Advisors, LLC | 70 | $12.0K | 0.01% | +70 | New |
| Pinnacle Bancorp, Inc. | 84 | $14.0K | 0.01% | −22−20.8% | Reduced |
| Bell Investment Advisors, Inc | 86 | $14.0K | 0.00% | +1+1.2% | Added |
| Brown Brothers Harriman & Co | 82 | $14.0K | 0.00% | +82 | New |
| GeoWealth Management, LLC | 84 | $14.0K | 0.00% | +84 | New |
| Almanack Investment Partners, LLC. | 82 | $14.0K | 0.00% | +82 | New |
| Ancora Advisors, LLC | 89 | $15.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 93 | $15.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 94 | $16.0K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 95 | $16.0K | 0.01% | +35+58.3% | Added |
| TD Private Client Wealth LLC | 98 | $16.3K | 0.00% | +21+27.3% | Added |
| Peoples Financial Services Corp. | 100 | $17.0K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 100 | $17.0K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 100 | $17.0K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 101 | $17.0K | 0.01% | +25+32.9% | Added |
| GPS Wealth Strategies Group, LLC | 100 | $17.0K | 0.00% | +100 | New |
| Castle Wealth Management LLC | 100 | $17.0K | 0.01% | +100 | New |
| Byrne Asset Management LLC | 128 | $21.0K | 0.02% | −2−1.5% | Reduced |
| Pinnacle Financial Partners Inc | 125 | $21.0K | 0.00% | +125 | New |
| Global Trust Asset Management, LLC | 125 | $21.0K | 0.01% | +125 | New |
| Bank of New Hampshire | 130 | $22.0K | 0.01% | +130 | New |
| Cranbrook Wealth Management, LLC | 139 | $23.0K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 147 | $24.0K | 0.02% | +147 | New |
| TCTC Holdings, LLC | 150 | $25.0K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 150 | $25.0K | 0.03% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 153 | $25.0K | 0.01% | +20+15.0% | Added |
| Activest Wealth Management | 151 | $25.0K | 0.01% | +151 | New |
| Parkside Financial Bank & Trust | 166 | $28.0K | 0.01% | −80−32.5% | Reduced |
| Ronald Blue Trust, Inc. | 227 | $30.0K | 0.00% | +9+4.1% | Added |
| Riverview Trust Co | 180 | $30.0K | 0.03% | 00.0% | Unchanged |
| Earnest Partners LLC | 184 | $31.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 191 | $32.0K | 0.01% | +4+2.1% | Added |
| Financial Synergies Wealth Advisors, Inc. | 204 | $33.8K | 0.01% | +200+5,000.0% | Added |
| JJJ Advisors Inc. | 200 | $34.0K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 203 | $34.0K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 207 | $34.3K | 0.01% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 215 | $36.0K | 0.00% | +215 | New |
| Lumature Wealth Partners, LLC | 224 | $37.0K | 0.02% | +224 | New |
| Financial Management Professionals, Inc. | 230 | $38.0K | 0.01% | +30+15.0% | Added |
| AdvisorNet Financial, Inc | 234 | $39.0K | 0.00% | +234 | New |
| Geneos Wealth Management Inc. | 253 | $41.0K | 0.00% | −250−49.7% | Reduced |
| Bay Harbor Wealth Management, LLC | 258 | $43.0K | 0.02% | +258 | New |
| Ellevest, Inc. | 279 | $46.0K | 0.00% | +114+69.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 300 | $49.0K | 0.00% | +200+200.0% | Added |
| Caldwell Trust Co | 300 | $49.8K | 0.01% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 300 | $50.0K | 0.02% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 304 | $50.0K | 0.01% | +300+7,500.0% | Added |
| Ameliora Wealth Management Ltd. | 300 | $51.0K | 0.03% | +300 | New |
| HM Payson & Co | 312 | $52.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 318 | $53.0K | 0.05% | +45+16.5% | Added |
| Hudock, Inc. | 320 | $53.0K | 0.02% | +201+168.9% | Added |
| Contravisory Investment Management, Inc. | 331 | $55.0K | 0.02% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 330 | $55.0K | 0.02% | +2+0.6% | Added |
| Sentry Investment Management LLC | 330 | $55.0K | 0.03% | +330 | New |
| EdgeRock Capital LLC | 343 | $57.0K | 0.03% | +343 | New |
| Versant Capital Management, Inc | 347 | $58.0K | 0.02% | −31−8.2% | Reduced |
| Founders Capital Management | 351 | $58.0K | 0.05% | +230+190.1% | Added |
| Proequities, Inc. | 355 | $59.0K | 0.01% | +274+338.3% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 362 | $60.0K | 0.01% | −1,300−78.2% | Reduced |
| Wagner Wealth Management, LLC | 360 | $60.0K | 0.04% | 00.0% | Unchanged |