| Centerpoint Advisors, LLC | 3 | $0 | 0.00% | +3 | New |
| Silicon Valley Capital Partners | 1 | $93 | 0.00% | +1 | New |
| SOA Wealth Advisors, LLC. | 2 | $304 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 4 | $600 | 0.00% | +4 | New |
| McIlrath & Eck, LLC | 6 | $900 | 0.00% | +6 | New |
| Winch Advisory Services, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 4 | $1.00K | 0.00% | +4 | New |
| Paragon Wealth Strategies, LLC | 11 | $1.65K | 0.00% | +11 | New |
| Ten Capital Wealth Advisors, LLC | 13 | $1.95K | 0.00% | 00.0% | Unchanged |
| American National Bank | 16 | $2.00K | 0.00% | +7+77.8% | Added |
| Red Tortoise LLC | 14 | $2.10K | 0.00% | +14 | New |
| Tfo-TDC, LLC | 209 | $2.56K | 0.00% | +209 | New |
| Disciplined Investments, LLC | 19 | $2.85K | 0.00% | −2−9.5% | Reduced |
| Baker Avenue Asset Management, LP | 20 | $3.00K | 0.00% | +20 | New |
| Piershale Financial Group, Inc. | 20 | $3.00K | 0.00% | +20 | New |
| Massmutual Trust Co FSB | 22 | $3.00K | 0.00% | −1−4.3% | Reduced |
| Focused Wealth Management, Inc | 20 | $3.01K | 0.00% | 00.0% | Unchanged |
| Arcus Capital Partners, LLC | 22 | $3.30K | 0.00% | +22 | New |
| Tucker Asset Management LLC | 24 | $3.60K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 29 | $4.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 30 | $4.50K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 137 | $5.00K | 0.00% | +101+280.6% | Added |
| Capital Analysts, LLC | 31 | $5.00K | 0.00% | +1+3.3% | Added |
| Plante Moran Financial Advisors, LLC | 34 | $5.10K | 0.00% | +34 | New |
| Armstrong Advisory Group, Inc | 35 | $5.25K | 0.00% | +35 | New |
| SRS Capital Advisors, Inc. | 35 | $5.26K | 0.00% | −6−14.6% | Reduced |
| Farther Finance Advisors, LLC | 36 | $5.40K | 0.00% | +36 | New |
| Raffa Wealth Management, LLC | 38 | $5.70K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 40 | $6.00K | 0.00% | +40 | New |
| Steward Financial Group LLC | 42 | $6.00K | 0.00% | +42 | New |
| BerganKDV Wealth Management, LLC | 43 | $6.47K | 0.00% | +3+7.5% | Added |
| Colonial Trust Co | 45 | $6.74K | 0.00% | +45 | New |
| Schubert & Co | 45 | $6.75K | 0.01% | −2−4.3% | Reduced |
| Roble, Belko & Company, Inc | 50 | $7.00K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 47 | $7.05K | 0.00% | +47 | New |
| Archer Investment Corp | 50 | $7.50K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 50 | $7.50K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 52 | $7.80K | 0.00% | 00.0% | Unchanged |
| My Personal CFO, LLC | 52 | $7.80K | 0.01% | +52 | New |
| Whittier Trust Co of Nevada Inc | 58 | $8.70K | 0.00% | +58 | New |
| Distillate Capital Partners LLC | 58 | $8.70K | 0.81% | +58 | New |
| Horan Securities, Inc. | 59 | $8.85K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 60 | $9.00K | 0.00% | −35−36.8% | Reduced |
| Pinnacle Bancorp, Inc. | 69 | $10.0K | 0.00% | −15−17.9% | Reduced |
| Hanson & Doremus Investment Management | 73 | $11.0K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 74 | $11.1K | 0.00% | +74 | New |
| Quent Capital, LLC | 77 | $11.5K | 0.00% | −17−18.1% | Reduced |
| GeoWealth Management, LLC | 81 | $12.0K | 0.00% | −3−3.6% | Reduced |
| Prestige Wealth Management Group LLC | 85 | $12.7K | 0.00% | −8−8.6% | Reduced |
| Ancora Advisors, LLC | 89 | $13.0K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 90 | $13.0K | 0.00% | +64+246.2% | Added |
| Bell Investment Advisors, Inc | 92 | $13.8K | 0.00% | +6+7.0% | Added |
| Creative Financial Designs Inc | 92 | $13.8K | 0.00% | +30+48.4% | Added |
| Larson Financial Group LLC | 96 | $14.4K | 0.00% | +32+50.0% | Added |
| TD Private Client Wealth LLC | 98 | $14.7K | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 100 | $15.0K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 100 | $15.0K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 100 | $15.0K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 100 | $15.0K | 0.01% | +100 | New |
| Salem Investment Counselors Inc | 110 | $16.5K | 0.00% | +60+120.0% | Added |
| Beacon Capital Management, LLC | 115 | $17.2K | 0.01% | +57+98.3% | Added |
| Washington Trust Co | 120 | $18.0K | 0.00% | +120 | New |
| MRP Capital Investments, LLC | 121 | $18.1K | 0.02% | +121 | New |
| Pinnacle Financial Partners Inc | 125 | $18.7K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 125 | $18.7K | 0.00% | +125 | New |
| Bank of New Hampshire | 130 | $19.0K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 128 | $19.0K | 0.01% | +128 | New |
| Byrne Asset Management LLC | 130 | $19.5K | 0.01% | +2+1.6% | Added |
| Heritage Wealth Management, LLC | 134 | $20.1K | 0.00% | +67+100.0% | Added |
| Cranbrook Wealth Management, LLC | 139 | $20.8K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 449 | $22.0K | 0.00% | +449 | New |
| AllSquare Wealth Management LLC | 147 | $22.0K | 0.02% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 150 | $22.5K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 151 | $22.6K | 0.01% | +50+49.5% | Added |
| Activest Wealth Management | 151 | $22.6K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 156 | $23.4K | 0.00% | +156 | New |
| AXS Investments LLC | 156 | $23.4K | 0.01% | +156 | New |
| Ellevest, Inc. | 165 | $24.7K | 0.00% | −114−40.9% | Reduced |
| Proequities, Inc. | 166 | $24.9K | 0.00% | −189−53.2% | Reduced |
| Hoese & Co LLP | 150 | $26.0K | 0.03% | 00.0% | Unchanged |
| Optimum Investment Advisors | 175 | $26.2K | 0.01% | +100+133.3% | Added |
| Riverview Trust Co | 180 | $27.0K | 0.03% | 00.0% | Unchanged |
| Earnest Partners LLC | 184 | $27.6K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 202 | $30.3K | 0.00% | +202 | New |
| Oakworth Capital, Inc. | 203 | $30.4K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 204 | $30.6K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 200 | $30.7K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 207 | $31.0K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 217 | $32.5K | 0.01% | +26+13.6% | Added |
| Financial Management Professionals, Inc. | 240 | $36.0K | 0.01% | +10+4.3% | Added |
| Godsey & Gibb Associates | 250 | $37.5K | 0.01% | +250 | New |
| Geneos Wealth Management Inc. | 253 | $37.9K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 260 | $39.0K | 0.00% | +260 | New |
| Bay Harbor Wealth Management, LLC | 258 | $39.0K | 0.02% | 00.0% | Unchanged |
| Hollencrest Capital Management | 265 | $39.7K | 0.00% | +265 | New |
| EverSource Wealth Advisors, LLC | 272 | $40.8K | 0.01% | +119+77.8% | Added |
| Old North State Trust, LLC | 278 | $42.0K | 0.03% | +278 | New |
| Farmers & Merchants Investments Inc | 285 | $42.7K | 0.00% | −316−52.6% | Reduced |