| Lazard Asset Management LLC | 6 | $0 | 0.00% | −682−99.1% | Reduced |
| VitalStone Financial, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 1 | $92 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 2 | $140 | 0.00% | −90−97.8% | Reduced |
| Perkins Coie Trust Co | 3 | $284 | 0.00% | +3 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5 | $473 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 6 | $568 | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 6 | $568 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 6 | $569 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 9 | $841 | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 10 | $1.00K | 0.00% | −9−47.4% | Reduced |
| Symetra Investment Management Co | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 11 | $1.04K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 12 | $1.14K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 14 | $1.33K | 0.00% | −10−41.7% | Reduced |
| Prestige Wealth Management Group LLC | 17 | $1.61K | 0.00% | −3,234−99.5% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 18 | $1.79K | 0.00% | +18 | New |
| Cherry Tree Wealth Management, LLC | 19 | $1.80K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 21 | $1.99K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 24 | $2.00K | 0.00% | +8+50.0% | Added |
| Asset Dedication, LLC | 28 | $2.00K | 0.00% | +25+833.3% | Added |
| Colonial Trust Advisors | 23 | $2.18K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 23 | $2.18K | 0.00% | +23 | New |
| Caldwell Sutter Capital, Inc. | 24 | $2.27K | 0.00% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 25 | $2.37K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 26 | $2.46K | 0.00% | +26 | New |
| Macroview Investment Management LLC | 26 | $2.46K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 27 | $2.55K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 27 | $2.56K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 28 | $2.65K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 28 | $2.65K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 29 | $2.75K | 0.00% | +29 | New |
| Ronald Blue Trust, Inc. | 35 | $3.00K | 0.00% | −6−14.6% | Reduced |
| Raffa Wealth Management, LLC | 32 | $3.03K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 32 | $3.03K | 0.00% | +32 | New |
| Carolinas Wealth Consulting LLC | 34 | $3.07K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 38 | $3.60K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 38 | $3.60K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 40 | $3.79K | 0.01% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 40 | $3.79K | 0.00% | +40 | New |
| HM Payson & Co | 41 | $3.88K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 42 | $3.98K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 50 | $4.76K | 0.00% | +3+6.4% | Added |
| SJS Investment Consulting Inc. | 55 | $5.21K | 0.00% | +5+10.0% | Added |
| Abound Wealth Management | 57 | $5.43K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 59 | $5.59K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 59 | $5.59K | 0.00% | +52+742.9% | Added |
| GoalVest Advisory LLC | 60 | $5.68K | 0.00% | +60 | New |
| PFG Private Wealth Management, LLC | 61 | $5.78K | 0.00% | −140−69.7% | Reduced |
| Motco | 61 | $5.78K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 62 | $5.83K | 0.00% | −61−49.6% | Reduced |
| MV Capital Management, Inc. | 62 | $5.87K | 0.00% | +16+34.8% | Added |
| Moisand Fitzgerald Tamayo, LLC | 69 | $6.54K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 76 | $7.16K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 79 | $7.48K | 0.01% | −15−16.0% | Reduced |
| Pacific Center for Financial Services | 81 | $7.67K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 82 | $7.77K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 88 | $8.00K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 86 | $8.14K | 0.00% | +66+330.0% | Added |
| Harbor Investment Advisory, LLC | 89 | $8.43K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 90 | $8.52K | 0.00% | 00.0% | Unchanged |
| American National Bank | 93 | $8.81K | 0.00% | −20−17.7% | Reduced |
| Versant Capital Management, Inc | 94 | $8.90K | 0.00% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 95 | $8.99K | 0.00% | −86−47.5% | Reduced |
| GW&K Investment Management, LLC | 99 | $9.00K | 0.00% | +11+12.5% | Added |
| Headinvest, LLC | 100 | $9.35K | 0.00% | +100 | New |
| Anchor Investment Management, LLC | 100 | $9.47K | 0.00% | −59−37.1% | Reduced |
| Arcadia Investment Management Corp | 100 | $9.47K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 100 | $9.47K | 0.00% | +100 | New |
| Sanctuary Wealth Management, L.L.C. | 105 | $9.94K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 108 | $10.0K | 0.00% | −21−16.3% | Reduced |
| KB Financial Partners, LLC | 108 | $10.0K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 106 | $10.0K | 0.00% | +21+24.7% | Added |
| Jones Financial Companies LLLP | 108 | $10.2K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 108 | $10.2K | 0.00% | +18+20.0% | Added |
| Salomon & Ludwin, LLC | 109 | $10.4K | 0.00% | +109 | New |
| Viking Fund Management LLC | 110 | $10.4K | 0.00% | −54,000−99.8% | Reduced |
| Operose Advisors LLC | 115 | $10.9K | 0.00% | +115 | New |
| Westside Investment Management, Inc. | 125 | $11.8K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 123 | $12.0K | 0.01% | +2+1.7% | Added |
| Bell Investment Advisors, Inc | 127 | $12.0K | 0.00% | −30−19.1% | Reduced |
| Smithfield Trust Co | 135 | $13.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 140 | $13.3K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 150 | $14.0K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 148 | $14.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 153 | $14.5K | 0.00% | +27+21.4% | Added |
| Insight Financial Services | 154 | $14.6K | 0.03% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 157 | $14.9K | 0.00% | +32+25.6% | Added |
| Peoples Financial Services Corp. | 158 | $15.0K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 169 | $16.0K | 0.00% | −212−55.6% | Reduced |
| Atlas Capital Advisors LLC | 169 | $16.0K | 0.00% | +64+61.0% | Added |
| Farmers & Merchants Investments Inc | 170 | $16.1K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 190 | $18.0K | 0.01% | −8−4.0% | Reduced |
| First Command Advisory Services, Inc. | 194 | $18.4K | 0.00% | +194 | New |
| Spotlight Asset Group, Inc. | 200 | $18.9K | 0.02% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 210 | $19.9K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 213 | $20.2K | 0.00% | +8+3.9% | Added |
| Stonebridge Capital Advisors LLC | 227 | $21.5K | 0.00% | +50+28.2% | Added |