| HBC Financial Services, PLLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 14 | $952 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 17 | $1.00K | 0.00% | +5+41.7% | Added |
| USA Financial Portformulas Corp | 21 | $1.00K | 0.00% | +21 | New |
| Ten Capital Wealth Advisors, LLC | 22 | $1.00K | 0.00% | +22 | New |
| Delos Wealth Advisors, LLC | 18 | $1.00K | 0.00% | +18 | New |
| SJS Investment Consulting Inc. | 11 | $1.00K | 0.00% | +11 | New |
| Raffa Wealth Management, LLC | 19 | $1.29K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 23 | $2.00K | 0.00% | −44−65.7% | Reduced |
| Alaska Permanent Fund Corp | 24 | $2.00K | 0.00% | −12−33.3% | Reduced |
| PFS Partners, LLC | 42 | $2.85K | 0.00% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 51 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 58 | $3.00K | 0.00% | +1+1.8% | Added |
| Gs Investments, Inc. | 51 | $3.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 43 | $3.00K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 47 | $3.20K | 0.00% | −350−88.2% | Reduced |
| Financial Enhancement Group LLC | 56 | $4.00K | 0.00% | 00.0% | Unchanged |
| Absolute Capital Management, LLC | 65 | $4.51K | 0.01% | +65 | New |
| Barrett & Company, Inc. | 66 | $4.71K | 0.00% | +66 | New |
| Retirement Group, LLC | 80 | $5.00K | 0.00% | −100−55.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 74 | $5.00K | 0.00% | +1+1.4% | Added |
| PFG Private Wealth Management, LLC | 69 | $5.00K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 85 | $6.00K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 88 | $6.00K | 0.01% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 90 | $6.00K | 0.00% | +29+47.5% | Added |
| Morton Brown Family Wealth, LLC | 89 | $6.00K | 0.00% | +32+56.1% | Added |
| Guardian Wealth Management, Inc. | 107 | $7.00K | 0.01% | +1+0.9% | Added |
| Sierra Capital LLC | 105 | $7.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 102 | $7.00K | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 101 | $7.00K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 116 | $8.00K | 0.00% | 00.0% | Unchanged |
| Advocacy Wealth Management Services, LLC | 113 | $8.00K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 135 | $9.00K | 0.01% | +1+0.7% | Added |
| TD Ameritrade Investment Management, LLC | 146 | $10.0K | 0.00% | −4−2.7% | Reduced |
| Stephenson National Bank & Trust | 140 | $10.0K | 0.01% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 175 | $11.0K | 0.01% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 175 | $12.0K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 174 | $12.0K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 174 | $12.0K | 0.00% | +174 | New |
| Bell Investment Advisors, Inc | 185 | $13.0K | 0.00% | −10−5.1% | Reduced |
| Monolith Advisors | 196 | $13.0K | 0.01% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 188 | $13.0K | 0.01% | +188 | New |
| WR Wealth Planners, LLC | 200 | $13.6K | 0.01% | 00.0% | Unchanged |
| Spectrum Management Group, LLC | 200 | $14.0K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 199 | $14.0K | 0.01% | +1+0.5% | Added |
| TSFG, LLC | 200 | $14.0K | 0.01% | 00.0% | Unchanged |
| Hoese & Co LLP | 200 | $14.0K | 0.02% | 00.0% | Unchanged |
| Emfo, LLC | 200 | $14.0K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 200 | $14.0K | 0.01% | +160+400.0% | Added |
| Highlander Capital Management, LLC | 220 | $15.0K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 232 | $16.0K | 0.01% | +15+6.9% | Added |
| Global Financial Private Client, LLC | 233 | $16.2K | 0.01% | +233 | New |
| Central Bank & Trust Co | 250 | $17.0K | 0.00% | 00.0% | Unchanged |
| Capital Directions Investment Advisors, LLC | 0 | $17.0K | 0.01% | −257−100.0% | Reduced |
| Clean Yield Group | 250 | $17.0K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 246 | $17.0K | 0.00% | +246 | New |
| Orion Capital Management LLC | 250 | $17.0K | 0.01% | +250 | New |
| Financial Perspectives, Inc | 256 | $17.4K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 267 | $18.0K | 0.01% | +2+0.8% | Added |
| Dark Forest Capital Management LP | 271 | $18.0K | 0.00% | +268+8,933.3% | Added |
| Kelly Financial Services LLC | 275 | $18.7K | 0.01% | +3+1.1% | Added |
| Annapolis Financial Services, LLC | 280 | $19.0K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 300 | $20.0K | 0.00% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 300 | $20.0K | 0.03% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 300 | $21.0K | 0.02% | 00.0% | Unchanged |
| Goodwin Investment Advisory | 307 | $21.0K | 0.02% | +307 | New |
| Whittier Trust Co of Nevada Inc | 340 | $23.0K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 334 | $23.0K | 0.01% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 354 | $24.0K | 0.09% | +3+0.9% | Added |
| Operose Advisors LLC | 364 | $25.0K | 0.02% | +344+1,720.0% | Added |
| Tucker Asset Management LLC | 402 | $26.3K | 0.01% | +1+0.2% | Added |
| Johnson Financial Group, Inc. | 409 | $27.0K | 0.00% | −300−42.3% | Reduced |
| First Community Trust NA | 400 | $27.0K | 0.04% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 400 | $27.0K | 0.02% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 401 | $27.0K | 0.01% | +3+0.8% | Added |
| Norway Savings Bank | 405 | $28.0K | 0.02% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 424 | $29.0K | 0.01% | −181−29.9% | Reduced |
| IMA Wealth, Inc. | 431 | $29.0K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 437 | $30.0K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 451 | $30.7K | 0.01% | +4+0.9% | Added |
| BDO Wealth Advisors, LLC | 450 | $31.0K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 477 | $32.0K | 0.01% | −35−6.8% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 468 | $32.0K | 0.03% | +1+0.2% | Added |
| Covestor Ltd | 489 | $33.0K | 0.03% | −79−13.9% | Reduced |
| Hussman Strategic Advisors, Inc. | 500 | $34.0K | 0.01% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 502 | $34.0K | 0.03% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 534 | $36.0K | 0.01% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 537 | $37.0K | 0.03% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 550 | $37.4K | 0.01% | 00.0% | Unchanged |
| AGF Investments LLC | 552 | $38.0K | 0.00% | −535−49.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 580 | $39.4K | 0.00% | 00.0% | Unchanged |
| American Research & Management Co. | 587 | $40.0K | 0.01% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 588 | $40.0K | 0.09% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 588 | $40.0K | 0.01% | −3−0.5% | Reduced |
| Webster Bank, N. A. | 596 | $41.0K | 0.01% | 00.0% | Unchanged |
| First Personal Financial Services | 602 | $41.0K | 0.01% | +602 | New |
| Crewe Advisors LLC | 618 | $42.0K | 0.01% | +134+27.7% | Added |
| Leonteq Securities AG | 625 | $42.5K | 0.00% | +622+20,733.3% | Added |
| Piscataqua Savings Bank | 640 | $43.0K | 0.04% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 650 | $44.0K | 0.00% | 00.0% | Unchanged |
