| Newbridge Financial Services Group, Inc. | 1 | $147 | 0.00% | −150−99.3% | Reduced |
| Abound Wealth Management | 2 | $306 | 0.00% | +2 | New |
| SOA Wealth Advisors, LLC. | 2 | $310 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 3 | $457 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 3 | $458 | 0.00% | +3 | New |
| Crewe Advisors LLC | 3 | $458 | 0.00% | +3 | New |
| Carolinas Wealth Consulting LLC | 4 | $609 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 4 | $610 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 4 | $610 | 0.00% | +4 | New |
| ClariVest Asset Management LLC | 8 | $1.00K | 0.00% | +8 | New |
| Avion Wealth | 16 | $1.00K | 0.00% | +16 | New |
| USA Financial Portformulas Corp | 8 | $1.22K | 0.00% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 8 | $1.23K | 0.00% | +8 | New |
| Sofos Investments, Inc. | 202 | $1.78K | 0.01% | −6−2.9% | Reduced |
| Sunbelt Securities, Inc. | 15 | $2.29K | 0.00% | −50−76.9% | Reduced |
| Disciplined Investments, LLC | 16 | $2.44K | 0.00% | −2−11.1% | Reduced |
| Anchor Investment Management, LLC | 17 | $2.59K | 0.00% | −16−48.5% | Reduced |
| Colonial Trust Co | 19 | $2.87K | 0.00% | −26−57.8% | Reduced |
| Hazlett, Burt & Watson, Inc. | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 20 | $3.05K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 20 | $3.05K | 0.00% | −20−50.0% | Reduced |
| Focused Wealth Management, Inc | 20 | $3.07K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 21 | $3.20K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 24 | $3.66K | 0.00% | −14−36.8% | Reduced |
| Brown Brothers Harriman & Co | 26 | $3.96K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 26 | $3.96K | 0.00% | +5+23.8% | Added |
| Tilia Fiduciary Partners, Inc. | 26 | $3.96K | 0.00% | +26 | New |
| TSFG, LLC | 29 | $4.00K | 0.00% | +4+16.0% | Added |
| Sound Income Strategies, LLC | 28 | $4.27K | 0.00% | +28 | New |
| Bangor Savings Bank | 29 | $4.42K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 30 | $4.57K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 31 | $4.74K | 0.00% | −22−41.5% | Reduced |
| Larson Financial Group LLC | 32 | $4.90K | 0.00% | −64−66.7% | Reduced |
| Capital Analysts, LLC | 31 | $5.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 38 | $5.79K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 38 | $5.79K | 0.00% | +2+5.6% | Added |
| Fiduciary Alliance LLC | 39 | $5.94K | 0.00% | +39 | New |
| O'Dell Group, LLC | 39 | $5.94K | 0.00% | +39 | New |
| Salem Investment Counselors Inc | 50 | $7.62K | 0.00% | −60−54.5% | Reduced |
| Archer Investment Corp | 50 | $7.62K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 52 | $7.92K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 52 | $7.92K | 0.00% | +52 | New |
| Roble, Belko & Company, Inc | 50 | $8.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 58 | $8.84K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 59 | $8.99K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 65 | $9.90K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 67 | $10.2K | 0.00% | +67 | New |
| Stone House Investment Management, LLC | 68 | $10.4K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 69 | $10.5K | 0.00% | −4−5.5% | Reduced |
| American National Bank | 69 | $10.5K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 69 | $10.5K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 70 | $10.7K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 70 | $10.7K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 73 | $11.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 77 | $11.7K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 76 | $12.0K | 0.01% | −2−2.6% | Reduced |
| Bell Investment Advisors, Inc | 92 | $14.0K | 0.00% | −6−6.1% | Reduced |
| Delta Asset Management LLC | 100 | $15.2K | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 100 | $15.2K | 0.01% | 00.0% | Unchanged |
| AXS Investments LLC | 101 | $15.4K | 0.00% | −53−34.4% | Reduced |
| Cornerstone Planning Group LLC | 110 | $16.8K | 0.01% | +110 | New |
| Capital Advisors, Ltd. LLC | 113 | $17.0K | 0.00% | +81+253.1% | Added |
| Beacon Capital Management, LLC | 115 | $17.5K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 121 | $18.0K | 0.00% | +35+40.7% | Added |
| Ancora Advisors, LLC | 120 | $18.3K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 128 | $19.5K | 0.01% | +128 | New |
| Bank of New Hampshire | 130 | $19.8K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 138 | $21.0K | 0.00% | −4−2.8% | Reduced |
| Cranbrook Wealth Management, LLC | 139 | $21.2K | 0.01% | 00.0% | Unchanged |
| M&R Capital Management Inc | 150 | $22.9K | 0.01% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 150 | $22.9K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 150 | $22.9K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 150 | $22.9K | 0.02% | 00.0% | Unchanged |
| First Manhattan Co | 156 | $23.8K | 0.00% | −17−9.8% | Reduced |
| Strategic Investment Solutions, Inc. | 171 | $24.4K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 176 | $26.8K | 0.00% | −74−29.6% | Reduced |
| Riverview Trust Co | 180 | $27.4K | 0.02% | 00.0% | Unchanged |
| TFC Financial Management | 181 | $27.6K | 0.01% | −350−65.9% | Reduced |
| Earnest Partners LLC | 184 | $28.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 185 | $28.2K | 0.00% | +6+3.4% | Added |
| Princeton Global Asset Management LLC | 190 | $28.9K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 200 | $30.5K | 0.01% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 204 | $31.1K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 205 | $31.2K | 0.02% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 206 | $31.4K | 0.01% | +193+1,484.6% | Added |
| AllSquare Wealth Management LLC | 241 | $33.2K | 0.02% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 240 | $37.0K | 0.01% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 246 | $37.5K | 0.02% | −17−6.5% | Reduced |
| Godsey & Gibb Associates | 250 | $38.1K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 250 | $38.1K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 260 | $39.6K | 0.00% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 273 | $42.0K | 0.00% | −2,896−91.4% | Reduced |
| Oakworth Capital, Inc. | 283 | $43.1K | 0.00% | +30+11.9% | Added |
| Farmers & Merchants Investments Inc | 285 | $43.4K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 291 | $44.3K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 293 | $44.6K | 0.01% | −1,055−78.3% | Reduced |
| Ritter Daniher Financial Advisory LLC | 299 | $45.6K | 0.02% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 300 | $45.7K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 306 | $46.6K | 0.01% | −15−4.7% | Reduced |
| Creative Financial Designs Inc | 323 | $49.2K | 0.01% | −92−22.2% | Reduced |