| Glassman Wealth Services | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 2 | $0 | 0.00% | +2 | New |
| Meridian Wealth Partners, LLC | 13 | $0 | 0.00% | +13 | New |
| Johnson Financial Group, Inc. | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 39 | $1.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 29 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 41 | $1.00K | 0.00% | +41 | New |
| NEXT Financial Group, Inc | 39 | $1.00K | 0.00% | +39 | New |
| Roble, Belko & Company, Inc | 37 | $1.00K | 0.00% | +37 | New |
| Key Financial Inc | 34 | $1.00K | 0.00% | +34 | New |
| Bell Investment Advisors, Inc | 17 | $1.00K | 0.00% | +17 | New |
| Raffa Wealth Management, LLC | 34 | $1.12K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 59 | $2.00K | 0.00% | −16−21.3% | Reduced |
| ClariVest Asset Management LLC | 47 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 53 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 67 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 62 | $2.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 52 | $2.00K | 0.00% | +52 | New |
| Cordant, Inc. | 49 | $2.00K | 0.00% | +49 | New |
| Parkside Financial Bank & Trust | 94 | $3.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 102 | $3.00K | 0.00% | +102 | New |
| TCI Wealth Advisors, Inc. | 110 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 112 | $4.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 125 | $4.00K | 0.00% | +1+0.8% | Added |
| Wealth Quarterback LLC | 116 | $4.00K | 0.00% | +2+1.8% | Added |
| Huntington National Bank | 135 | $4.00K | 0.00% | +135 | New |
| Eagle Bay Advisors LLC | 142 | $4.00K | 0.00% | +142 | New |
| Proequities, Inc. | 144 | $5.00K | 0.00% | −17−10.6% | Reduced |
| Liberty Wealth Management LLC | 147 | $5.00K | 0.00% | +40+37.4% | Added |
| Holloway Wealth Management, LLC | – | $7.00K | 0.00% | – | – |
| SRS Capital Advisors, Inc. | 200 | $7.00K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 200 | $7.00K | 0.01% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 223 | $7.00K | 0.00% | +35+18.6% | Added |
| Cahill Financial Advisors Inc | 206 | $7.00K | 0.00% | +206 | New |
| Quadrant Capital Group LLC | 241 | $8.00K | 0.00% | +8+3.4% | Added |
| MUFG Americas Holdings Corp | 268 | $9.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 295 | $10.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 303 | $10.0K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 330 | $11.0K | 0.00% | −5,601−94.4% | Reduced |
| Gemmer Asset Management LLC | 336 | $11.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 322 | $11.0K | 0.00% | +40+14.2% | Added |
| O'Shaughnessy Asset Management, LLC | 351 | $12.0K | 0.00% | +351 | New |
| Acadian Asset Management LLC | 406 | $13.0K | 0.00% | 00.0% | Unchanged |
| First National Bank of South Miami | 400 | $13.0K | 0.01% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 500 | $16.0K | 0.00% | +500 | New |
| Cullen/Frost Bankers, Inc. | 518 | $17.0K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 514 | $17.0K | 0.01% | +288+127.4% | Added |
| Spire Wealth Management | 536 | $18.0K | 0.00% | −137−20.4% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 566 | $18.0K | 0.00% | +6+1.1% | Added |
| Annapolis Financial Services, LLC | 534 | $18.0K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 568 | $19.0K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 647 | $19.0K | 0.00% | +301+87.0% | Added |
| Jones Financial Companies LLLP | 593 | $20.0K | 0.00% | −1,207−67.1% | Reduced |
| First Command Bank | 600 | $20.0K | 0.00% | −200−25.0% | Reduced |
| First Command Financial Services, Inc. | 600 | $20.0K | 0.00% | −200−25.0% | Reduced |
| CNB Bank | 600 | $20.0K | 0.01% | 00.0% | Unchanged |
| Baron Financial Group, LLC | 675 | $22.2K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 700 | $23.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 727 | $23.0K | 0.00% | +57+8.5% | Added |
| Atwood & Palmer Inc | 720 | $24.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 799 | $26.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 852 | $28.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 906 | $29.0K | 0.00% | −1,113−55.1% | Reduced |
| Howe & Rusling Inc | 920 | $30.0K | 0.00% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 1,000 | $33.0K | 0.02% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 1,000 | $33.0K | 0.01% | +1,000 | New |
| Stonebridge Capital Advisors LLC | 1,012 | $33.0K | 0.00% | +1,012 | New |
| Zions Bancorporation, N.A. | 1,100 | $36.0K | 0.00% | −14−1.3% | Reduced |
| BBVA USA | 1,092 | $36.0K | 0.00% | +33+3.1% | Added |
| Wolff Wiese Magana LLC | 1,086 | $36.0K | 0.03% | +13+1.2% | Added |
| Bedel Financial Consulting, Inc. | 1,187 | $39.0K | 0.01% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 1,198 | $39.0K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,288 | $42.0K | 0.00% | +100+8.4% | Added |
| IAG Wealth Partners, LLC | 1,281 | $43.0K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,500 | $49.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 1,613 | $53.2K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 1,787 | $58.0K | 0.00% | −184−9.3% | Reduced |
| Salem Investment Counselors Inc | 2,000 | $66.0K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 1,998 | $66.0K | 0.03% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 2,000 | $66.0K | 0.02% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 2,000 | $66.0K | 0.05% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 2,049 | $68.0K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 2,150 | $70.9K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 2,154 | $71.0K | 0.00% | +93+4.5% | Added |
| Webster Bank, N. A. | 2,300 | $76.0K | 0.01% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 2,444 | $81.0K | 0.00% | −1,522−38.4% | Reduced |
| Koshinski Asset Management, Inc. | 2,572 | $84.8K | 0.01% | +2,572 | New |
| Carroll Financial Associates, Inc. | 2,611 | $86.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 2,674 | $88.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,667 | $88.0K | 0.00% | +267+11.1% | Added |
| Bartlett & Co. Wealth Management LLC | 2,674 | $88.1K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 2,700 | $89.0K | 0.02% | +2,700 | New |
| Westside Investment Management, Inc. | 2,760 | $90.0K | 0.00% | −210−7.1% | Reduced |
| Center for Financial Planning, Inc. | 2,738 | $90.0K | 0.02% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 2,809 | $93.0K | 0.00% | +197+7.5% | Added |
| New England Asset Management Inc | 2,930 | $97.0K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 2,972 | $98.0K | 0.06% | +296+11.1% | Added |