| Asset Dedication, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 2 | $0 | 0.00% | +2 | New |
| Tfo-TDC, LLC | 1 | $92 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 92 | $146 | 0.00% | −2−2.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5 | $459 | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 6 | $551 | 0.00% | −1−14.3% | Reduced |
| TFC Financial Management | 6 | $551 | 0.00% | +1+20.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 6 | $551 | 0.00% | +6 | New |
| Venturi Wealth Management, LLC | 7 | $643 | 0.00% | +7 | New |
| JJJ Advisors Inc. | 8 | $735 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 9 | $833 | 0.00% | −137−93.8% | Reduced |
| Symetra Investment Management Co | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 16 | $1.00K | 0.00% | +6+60.0% | Added |
| Tyler-Stone Wealth Management | 15 | $1.00K | 0.00% | +15 | New |
| Safeguard Financial, LLC | 7 | $1.00K | 0.00% | +7 | New |
| Crewe Advisors LLC | 11 | $1.01K | 0.00% | −68−86.1% | Reduced |
| North Star Investment Management Corp. | 12 | $1.10K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 12 | $1.10K | 0.00% | +12 | New |
| BerganKDV Wealth Management, LLC | 13 | $1.19K | 0.00% | −28−68.3% | Reduced |
| Credential Qtrade Securities Inc. | 15 | $1.38K | 0.00% | −3−16.7% | Reduced |
| Cherry Tree Wealth Management, LLC | 19 | $1.75K | 0.00% | +19 | New |
| Brown Brothers Harriman & Co | 20 | $1.84K | 0.00% | −64−76.2% | Reduced |
| Key Financial Inc | 21 | $1.93K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 19 | $2.00K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 23 | $2.11K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 24 | $2.20K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 24 | $2.20K | 0.00% | +24 | New |
| Focused Wealth Management, Inc | 24 | $2.23K | 0.00% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 25 | $2.30K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 26 | $2.39K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 27 | $2.48K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 27 | $2.48K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 28 | $2.57K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 28 | $2.57K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 32 | $2.94K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 34 | $3.12K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 34 | $3.12K | 0.00% | +7+25.9% | Added |
| Tortoise Investment Management, LLC | 38 | $3.49K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 38 | $3.49K | 0.00% | +38 | New |
| Antonetti Capital Management LLC | 40 | $3.67K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 40 | $3.67K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 41 | $3.77K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 42 | $3.86K | 0.00% | +42 | New |
| Ronald Blue Trust, Inc. | 41 | $4.00K | 0.00% | −93−69.4% | Reduced |
| MV Capital Management, Inc. | 46 | $4.22K | 0.00% | +4+9.5% | Added |
| M&R Capital Management Inc | 47 | $4.39K | 0.00% | +2+4.4% | Added |
| Disciplined Investments, LLC | 50 | $4.59K | 0.00% | −3−5.7% | Reduced |
| SJS Investment Consulting Inc. | 50 | $4.59K | 0.00% | +1+2.0% | Added |
| Abound Wealth Management | 57 | $5.26K | 0.00% | +12+26.7% | Added |
| Washington Trust Co | 59 | $5.42K | 0.00% | +14+31.1% | Added |
| Motco | 61 | $5.60K | 0.00% | +15+32.6% | Added |
| Moisand Fitzgerald Tamayo, LLC | 69 | $6.34K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 71 | $6.52K | 0.00% | −429−85.8% | Reduced |
| Cornerstone Planning Group LLC | 76 | $6.94K | 0.00% | +76 | New |
| Pacific Center for Financial Services | 81 | $7.44K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 82 | $7.53K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 85 | $7.81K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 88 | $8.00K | 0.00% | +9+11.4% | Added |
| GW&K Investment Management, LLC | 88 | $8.00K | 0.00% | +88 | New |
| Harbor Investment Advisory, LLC | 89 | $8.17K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 90 | $8.27K | 0.00% | −65−41.9% | Reduced |
| Baker Avenue Asset Management, LP | 90 | $8.27K | 0.00% | −5−5.3% | Reduced |
| Piscataqua Savings Bank | 94 | $8.63K | 0.01% | +15+19.0% | Added |
| Versant Capital Management, Inc | 94 | $8.63K | 0.00% | +11+13.3% | Added |
| CVA Family Office, LLC | 98 | $9.00K | 0.00% | −5−4.9% | Reduced |
| Arcadia Investment Management Corp | 100 | $9.18K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 105 | $9.64K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 105 | $9.64K | 0.01% | +105 | New |
| Exchange Traded Concepts, LLC | 106 | $9.73K | 0.00% | −65−38.0% | Reduced |
| Jones Financial Companies LLLP | 108 | $9.92K | 0.00% | −2−1.8% | Reduced |
| KB Financial Partners, LLC | 108 | $10.0K | 0.00% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 112 | $10.3K | 0.00% | +112 | New |
| American National Bank | 113 | $10.4K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 125 | $10.4K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 121 | $11.0K | 0.01% | +1+0.8% | Added |
| WR Wealth Planners, LLC | 123 | $11.3K | 0.00% | −20−14.0% | Reduced |
| Westside Investment Management, Inc. | 125 | $11.5K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 126 | $11.6K | 0.00% | +1+0.8% | Added |
| Hantz Financial Services, Inc. | 129 | $12.0K | 0.00% | −34−20.9% | Reduced |
| Smithfield Trust Co | 135 | $12.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 140 | $12.9K | 0.00% | −42−23.1% | Reduced |
| Boyd Watterson Asset Management LLC | 148 | $13.6K | 0.01% | 00.0% | Unchanged |
| AXS Investments LLC | 152 | $14.0K | 0.00% | −57−27.3% | Reduced |
| Capital Advisors, Ltd. LLC | 150 | $14.0K | 0.00% | −10−6.3% | Reduced |
| Insight Financial Services | 154 | $14.1K | 0.03% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 157 | $14.4K | 0.00% | +27+20.8% | Added |
| Peoples Financial Services Corp. | 158 | $14.5K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 159 | $14.6K | 0.00% | +4+2.6% | Added |
| Newbridge Financial Services Group, Inc. | 168 | $15.4K | 0.01% | +2+1.2% | Added |
| Farmers & Merchants Investments Inc | 170 | $15.6K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 177 | $16.3K | 0.00% | +27+18.0% | Added |
| Desjardins Global Asset Management Inc. | 181 | $16.6K | 0.00% | 00.0% | Unchanged |
| First Command Bank | 194 | $17.8K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 194 | $17.8K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 198 | $18.2K | 0.01% | 00.0% | Unchanged |
| Estabrook Capital Management | 200 | $18.4K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 200 | $18.4K | 0.00% | +200 | New |
| Spotlight Asset Group, Inc. | 200 | $18.4K | 0.02% | +200 | New |
| PFG Private Wealth Management, LLC | 201 | $18.5K | 0.01% | +99+97.1% | Added |