| Bellwether Advisors, LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Curi Capital | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 55 | $0 | 0.00% | +55 | New |
| GoalVest Advisory LLC | 3 | $0 | 0.00% | +3 | New |
| SJS Investment Consulting Inc. | 3 | $0 | 0.00% | +3 | New |
| WestEnd Advisors, LLC | – | $133 | 0.00% | – | – |
| ClariVest Asset Management LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 4 | $1.00K | 0.00% | +1+33.3% | Added |
| West Branch Capital LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 6 | $1.00K | 0.00% | +6 | New |
| MCF Advisors LLC | 5 | $1.00K | 0.00% | +5 | New |
| CFS Investment Advisory Services, LLC | 86,499 | $1.00K | 0.00% | +86,499 | New |
| Kelly Financial Services LLC | 12 | $1.60K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 14 | $1.87K | 0.00% | +5+55.6% | Added |
| Annapolis Financial Services, LLC | 16 | $2.00K | 0.00% | −200−92.6% | Reduced |
| Carolinas Wealth Consulting LLC | 14 | $2.00K | 0.00% | −101−87.8% | Reduced |
| Schubert & Co | 16 | $2.00K | 0.00% | +2+14.3% | Added |
| Disciplined Investments, LLC | 16 | $2.00K | 0.00% | +16 | New |
| Raffa Wealth Management, LLC | 18 | $2.40K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 24 | $3.00K | 0.00% | −64−72.7% | Reduced |
| Loomis Sayles & Co L P | 19 | $3.00K | 0.00% | −35−64.8% | Reduced |
| TD Ameritrade Investment Management, LLC | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 21 | $3.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 22 | $3.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 22 | $3.00K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 23 | $3.00K | 0.00% | +23 | New |
| West Paces Advisors Inc. | 24 | $3.20K | 0.00% | +2+9.1% | Added |
| Gradient Investments LLC | 32 | $4.00K | 0.00% | −15−31.9% | Reduced |
| Johnson Midwest Financial, LLC | 27 | $4.00K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 28 | $4.00K | 0.00% | +18+180.0% | Added |
| MUFG Americas Holdings Corp | 31 | $4.00K | 0.00% | +31 | New |
| Moisand Fitzgerald Tamayo, LLC | 30 | $4.00K | 0.00% | +30 | New |
| Cordant, Inc. | 30 | $4.00K | 0.00% | +30 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 30 | $4.00K | 0.00% | +30 | New |
| Paloma Partners Management Co | 39 | $5.00K | 0.00% | −8,441−99.5% | Reduced |
| Optimum Investment Advisors | 35 | $5.00K | 0.00% | −50−58.8% | Reduced |
| Toth Financial Advisory Corp | 40 | $5.00K | 0.00% | −40−50.0% | Reduced |
| Motco | 39 | $5.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 42 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 36 | $5.00K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 35 | $5.00K | 0.00% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 35 | $5.00K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 35 | $5.00K | 0.00% | +20+133.3% | Added |
| San Luis Wealth Advisors LLC | 35 | $5.00K | 0.00% | +35 | New |
| BerganKDV Wealth Management, LLC | 46 | $6.00K | 0.00% | −729−94.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 47 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 53 | $7.00K | 0.00% | −19−26.4% | Reduced |
| Byrne Asset Management LLC | 56 | $7.00K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 50 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 51 | $7.00K | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 50 | $7.00K | 0.01% | 00.0% | Unchanged |
| Advanced Research Investment Solutions, LLC | 51 | $7.00K | 0.00% | +51 | New |
| Ellevest, Inc. | 57 | $8.00K | 0.00% | −67−54.0% | Reduced |
| Larson Financial Group LLC | 69 | $9.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 70 | $9.00K | 0.00% | +70 | New |
| Stonebridge Capital Advisors LLC | 75 | $10.0K | 0.00% | −400−84.2% | Reduced |
| Northwest Investment Counselors, LLC | 72 | $10.0K | 0.00% | +1+1.4% | Added |
| JFS Wealth Advisors, LLC | 85 | $11.0K | 0.00% | +2+2.4% | Added |
| Cribstone Capital Management, LLC | 82 | $11.0K | 0.01% | 00.0% | Unchanged |
| DeDora Capital, Inc. | 82 | $11.0K | 0.00% | +82 | New |
| Arlington Partners LLC | 88 | $12.0K | 0.00% | −9−9.3% | Reduced |
| Blue Bell Private Wealth Management, LLC | 93 | $12.0K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 87 | $12.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 87 | $12.0K | 0.00% | +63+262.5% | Added |
| Clearview Wealth Advisors LLC | 100 | $13.0K | 0.01% | −158−61.2% | Reduced |
| Creative Financial Designs Inc | 100 | $13.0K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 100 | $13.0K | 0.00% | −6−5.7% | Reduced |
| GPS Wealth Strategies Group, LLC | 99 | $13.0K | 0.00% | +49+98.0% | Added |
| Tompkins Financial Corp | 100 | $13.0K | 0.00% | +100 | New |
| JNBA Financial Advisors | 100 | $13.0K | 0.00% | +100 | New |
| Siena Capital LLC | 100 | $13.0K | 0.01% | +100 | New |
| Tradition Wealth Management, LLC | 107 | $14.0K | 0.00% | −500−82.4% | Reduced |
| Lenox Wealth Advisors, LLC | 114 | $14.0K | 0.00% | −10−8.1% | Reduced |
| Winch Advisory Services, LLC | 103 | $14.0K | 0.00% | +1+1.0% | Added |
| Graves-Light Private Wealth Management, Inc. | 106 | $14.0K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 102 | $14.0K | 0.00% | +102 | New |
| Aspire Private Capital, LLC | 111 | $15.0K | 0.00% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 114 | $15.0K | 0.00% | +23+25.3% | Added |
| GHP Investment Advisors, Inc. | 110 | $15.0K | 0.00% | +110 | New |
| Investors Research Corp | 120 | $16.0K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 127 | $16.9K | 0.01% | +127 | New |
| Covington Capital Management | 128 | $17.0K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 128 | $17.0K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 126 | $17.0K | 0.00% | +126 | New |
| Sterling Investment Advisors, Ltd. | 134 | $18.0K | 0.01% | 00.0% | Unchanged |
| Baillie Gifford & Co | 136 | $18.0K | 0.00% | +136 | New |
| MV Capital Management, Inc. | 139 | $19.0K | 0.00% | +111+396.4% | Added |
| Prestige Wealth Management Group LLC | 154 | $20.0K | 0.00% | −3,448−95.7% | Reduced |
| EverSource Wealth Advisors, LLC | 150 | $20.0K | 0.01% | −150−50.0% | Reduced |
| IMA Wealth, Inc. | 150 | $20.0K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 150 | $20.0K | 0.00% | 00.0% | Unchanged |