| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4 | $0 | 0.00% | 00.0% | Unchanged |
| 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 |
| Delos Wealth Advisors, LLC | 2 | $0 | 0.00% | +2 | New |
| Strengthening Families & Communities, LLC | 2 | $0 | 0.00% | +2 | New |
| Stephens Consulting, LLC | 1 | $134 | 0.00% | −43−97.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 2 | $268 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| Tyler-Stone Wealth Management | 10 | $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 |
| Howe & Rusling Inc | 6 | $1.00K | 0.00% | +6 | New |
| EdgeRock Capital LLC | 11 | $1.00K | 0.00% | +11 | New |
| Financial Synergies Wealth Advisors, Inc. | 10 | $1.34K | 0.00% | −5−33.3% | Reduced |
| Focused Wealth Management, Inc | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 12 | $2.00K | 0.00% | −4−25.0% | Reduced |
| Horan Securities, Inc. | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| Karlinski Andrew C | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 15 | $2.00K | 0.00% | +15 | New |
| Sierra Capital LLC | 20 | $3.00K | 0.00% | −38−65.5% | Reduced |
| HM Payson & Co | 22 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 26 | $3.00K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 26 | $3.00K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 28 | $3.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 26 | $3.00K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 28 | $3.76K | 0.00% | +28 | New |
| Hantz Financial Services, Inc. | 32 | $4.00K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 29 | $4.00K | 0.00% | +29 | New |
| Capital Advisors, Ltd. LLC | 30 | $4.00K | 0.00% | +30 | New |
| HighMark Wealth Management LLC | 30 | $4.00K | 0.00% | +30 | New |
| SJS Investment Consulting Inc. | 31 | $4.00K | 0.00% | +31 | New |
| West Paces Advisors Inc. | 35 | $4.70K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 40 | $5.00K | 0.00% | −411−91.1% | Reduced |
| Valley National Advisers Inc | 39 | $5.00K | 0.00% | +5+14.7% | Added |
| 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 |
| Strategic Asset Management, LLC | 37 | $5.00K | 0.01% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 35 | $5.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 36 | $5.00K | 0.00% | +36 | New |
| Raffa Wealth Management, LLC | 39 | $5.23K | 0.00% | 00.0% | Unchanged |
| City State Bank | 43 | $6.00K | 0.00% | −60−58.3% | Reduced |
| SRS Capital Advisors, Inc. | 45 | $6.00K | 0.00% | −4−8.2% | Reduced |
| Hanson & Doremus Investment Management | 51 | $7.00K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 49 | $7.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 51 | $7.00K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 50 | $7.00K | 0.01% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 48 | $7.28K | 0.00% | +1+2.1% | Added |
| WR Wealth Planners, LLC | 59 | $7.92K | 0.01% | +2+3.5% | Added |
| Eagle Bay Advisors LLC | 61 | $8.00K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 62 | $8.00K | 0.00% | +62 | New |
| Winch Advisory Services, LLC | 65 | $9.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 70 | $9.00K | 0.00% | +17+32.1% | Added |
| American State Bank (Iowa) | 68 | $9.33K | 0.01% | +68 | New |
| Abound Wealth Management | 70 | $9.39K | 0.01% | +70 | New |
| Liberty One Investment Management, LLC | 76 | $10.0K | 0.00% | −7,592−99.0% | Reduced |
| Jones Financial Companies LLLP | 78 | $10.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 71 | $10.0K | 0.00% | −3−4.1% | Reduced |
| Professional Financial Advisors, LLC | 75 | $10.0K | 0.01% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 74 | $10.0K | 0.00% | +74 | New |
| Cary Street Partners Asset Management LLC | 75 | $10.0K | 0.00% | +75 | New |
| Schubert & Co | 85 | $11.0K | 0.01% | +13+18.1% | Added |
| Cohen & Steers, Inc. | 80 | $11.0K | 0.00% | +80 | New |
| Laurel Wealth Advisors LLC | 86 | $12.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 91 | $12.0K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 92 | $12.0K | 0.01% | 00.0% | Unchanged |
| Paloma Partners Management Co | 100 | $13.0K | 0.00% | −3,300−97.1% | Reduced |
| Credit Agricole S A | 98 | $13.0K | 0.00% | −86−46.7% | Reduced |
| City Holding Co | 95 | $13.0K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 99 | $13.0K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 100 | $13.0K | 0.01% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 102 | $14.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 106 | $14.0K | 0.01% | −1−0.9% | Reduced |
| Kozak & Associates, Inc. | 103 | $14.0K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 115 | $15.0K | 0.00% | −53−31.5% | Reduced |
| American National Bank | 115 | $15.0K | 0.00% | +41+55.4% | Added |
| Larson Financial Group LLC | 109 | $15.0K | 0.00% | +79+263.3% | Added |
| Pin Oak Investment Advisors Inc | 118 | $16.0K | 0.02% | 00.0% | Unchanged |
| CNB Bank | 117 | $16.0K | 0.01% | 00.0% | Unchanged |
| Lee Financial Co | 121 | $16.0K | 0.00% | +100+476.2% | Added |
| Front Row Advisors LLC | 128 | $17.0K | 0.01% | −7−5.2% | Reduced |
| Aspire Private Capital, LLC | 129 | $17.0K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 129 | $17.0K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 128 | $17.0K | 0.00% | +125+4,166.7% | Added |
| North Star Investment Management Corp. | 134 | $18.0K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 135 | $18.0K | 0.01% | 00.0% | Unchanged |
| Emfo, LLC | 136 | $18.0K | 0.02% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 140 | $19.0K | 0.00% | +140 | New |
| Institutional & Family Asset Management, LLC | 156 | $21.0K | 0.00% | −2−1.3% | Reduced |
| Center for Financial Planning, Inc. | 156 | $21.0K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 163 | $22.0K | 0.00% | +143+715.0% | Added |
| Glen Eagle Advisors, LLC | 170 | $22.8K | 0.01% | 00.0% | Unchanged |