| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4 | $0 | 0.00% | −46−92.0% | Reduced |
| Joseph P. Lucia & Associates, LLC | 1 | $0 | 0.00% | −23−95.8% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 3 | $0 | 0.00% | −3−50.0% | Reduced |
| Bartlett & Co. LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Robinson Value Management, Ltd. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 2 | $269 | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 2 | $271 | 0.25% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 10 | $1.00K | 0.00% | −47−82.5% | Reduced |
| Marquette Asset Management, LLC | 4 | $1.00K | 0.00% | −1−20.0% | Reduced |
| Carmichael Hill & Associates, Inc. | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 10 | $1.00K | 0.01% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 3 | $1.00K | 0.00% | +3 | New |
| NewSquare Capital LLC | 7 | $1.00K | 0.00% | +7 | New |
| Castleview Partners, LLC | 69 | $1.07K | 0.00% | −906−92.9% | Reduced |
| Halpern Financial, Inc. | 11 | $1.48K | 0.00% | +11 | New |
| Focused Wealth Management, Inc | 12 | $2.00K | 0.00% | −12−50.0% | Reduced |
| Cedar Wealth Management, LLC | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| Karlinski Andrew C | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 15 | $2.02K | 0.00% | +15 | New |
| SOA Wealth Advisors, LLC. | 28 | $3.00K | 0.00% | −174−86.1% | Reduced |
| Salem Investment Counselors Inc | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 22 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bivin & Associates, Inc. | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 21 | $3.00K | 0.00% | +6+40.0% | Added |
| MCF Advisors LLC | 26 | $3.00K | 0.00% | +11+73.3% | Added |
| Insight Financial Services | 26 | $3.00K | 0.01% | +14+116.7% | Added |
| Bangor Savings Bank | 25 | $3.00K | 0.00% | +25 | New |
| Coston, McIsaac & Partners | 26 | $3.00K | 0.00% | +26 | New |
| Larson Financial Group LLC | 30 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 32 | $4.00K | 0.00% | +32 | New |
| West Paces Advisors Inc. | 35 | $4.71K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 38 | $5.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 40 | $5.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 39 | $5.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 34 | $5.00K | 0.00% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 35 | $5.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 35 | $5.00K | 0.00% | +28+400.0% | Added |
| Strategic Asset Management, LLC | 37 | $5.00K | 0.01% | +37 | New |
| Raffa Wealth Management, LLC | 39 | $5.25K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 44 | $5.92K | 0.00% | −7−13.7% | Reduced |
| Ahrens Investment Partners LLC | 46 | $6.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 45 | $6.00K | 0.00% | +45 | New |
| Tucker Asset Management LLC | 47 | $6.32K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 51 | $7.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 53 | $7.00K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 52 | $7.00K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 49 | $7.00K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 50 | $7.00K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 49 | $7.00K | 0.00% | +10+25.6% | Added |
| Disciplined Investments, LLC | 51 | $7.00K | 0.00% | +10+24.4% | Added |
| Tfo-TDC, LLC | 49 | $7.00K | 0.00% | +49 | New |
| WR Wealth Planners, LLC | 57 | $7.67K | 0.01% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 56 | $8.00K | 0.00% | −117,205−100.0% | Reduced |
| Sierra Capital LLC | 58 | $8.00K | 0.00% | +12+26.1% | Added |
| Vigilant Capital Management, LLC | 58 | $8.00K | 0.00% | +58 | New |
| Eagle Bay Advisors LLC | 61 | $8.21K | 0.00% | +61 | New |
| Winch Advisory Services, LLC | 65 | $9.00K | 0.00% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 68 | $9.00K | 0.01% | +68 | New |
| Steward Financial Group LLC | 75 | $10.0K | 0.01% | −181−70.7% | Reduced |
| Jones Financial Companies LLLP | 78 | $10.0K | 0.00% | −22−22.0% | Reduced |
| Professional Financial Advisors, LLC | 75 | $10.0K | 0.01% | 00.0% | Unchanged |
| American National Bank | 74 | $10.0K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 72 | $10.0K | 0.01% | +35+94.6% | Added |
| Trust Co of Vermont | 74 | $10.0K | 0.00% | +74 | New |
| Carolinas Wealth Consulting LLC | 91 | $12.0K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 92 | $12.0K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 86 | $12.0K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 100 | $13.0K | 0.00% | −32−24.2% | Reduced |
| Clear Perspectives Financial Planning, LLC | 100 | $13.0K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 100 | $13.0K | 0.01% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 100 | $13.0K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 95 | $13.0K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 99 | $13.0K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 95 | $13.0K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 93 | $13.0K | 0.00% | +43+86.0% | Added |
| Evermay Wealth Management LLC | 102 | $14.0K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 102 | $14.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 107 | $14.0K | 0.01% | +9+9.2% | Added |
| City State Bank | 103 | $14.0K | 0.01% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 103 | $14.0K | 0.01% | +10+10.8% | Added |
| RWM Asset Management, LLC | 102 | $14.0K | 0.00% | +102 | New |
| Byrne Asset Management LLC | 115 | $15.0K | 0.01% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 110 | $15.0K | 0.02% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 118 | $16.0K | 0.02% | 00.0% | Unchanged |
| CNB Bank | 117 | $16.0K | 0.01% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 129 | $17.0K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 129 | $17.0K | 0.01% | +129 | New |
| North Star Investment Management Corp. | 134 | $18.0K | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 136 | $18.0K | 0.02% | 00.0% | Unchanged |
| Front Row Advisors LLC | 135 | $18.0K | 0.01% | +19+16.4% | Added |
| Wagner Wealth Management, LLC | 135 | $18.0K | 0.01% | +135 | New |