| Oliver Lagore Vanvalin Investment Group | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 2 | $0 | 0.00% | +2 | New |
| Financial Synergies Wealth Advisors, Inc. | 8 | $841 | 0.00% | +8 | New |
| Global Financial Private Client, LLC | 8 | $870 | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 9 | $945 | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 11 | $1.16K | 0.00% | −70−86.4% | Reduced |
| Estabrook Capital Management | 15 | $1.57K | 0.00% | +15 | New |
| Abound Wealth Management | 16 | $1.69K | 0.00% | +16 | New |
| Glen Eagle Advisors, LLC | 16 | $1.70K | 0.00% | +16 | New |
| Acima Private Wealth, LLC | 17 | $1.78K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 13 | $2.00K | 0.00% | −1−7.1% | Reduced |
| Copeland Capital Management, LLC | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 18 | $2.00K | 0.00% | +18 | New |
| Creative Financial Designs Inc | 26 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 34 | $3.00K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 29 | $3.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 31 | $3.00K | 0.00% | +1+3.3% | Added |
| Tilia Fiduciary Partners, Inc. | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 27 | $3.00K | 0.00% | +14+107.7% | Added |
| Financial Management Professionals, Inc. | 28 | $3.00K | 0.00% | +28 | New |
| Tucker Asset Management LLC | 35 | $3.74K | 0.00% | +28+400.0% | Added |
| Raffa Wealth Management, LLC | 37 | $3.88K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 41 | $4.00K | 0.00% | −8−16.3% | Reduced |
| Motco | 40 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 40 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 38 | $4.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 37 | $4.00K | 0.00% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 52 | $5.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 49 | $5.00K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 48 | $5.00K | 0.00% | 00.0% | Unchanged |
| Adirondack Retirement Specialists, Inc. | 47 | $5.00K | 0.00% | +47 | New |
| Canada Pension Plan Investment Board | 63 | $6.00K | 0.00% | −368,381−100.0% | Reduced |
| Norway Savings Bank | 61 | $6.00K | 0.00% | −264−81.2% | Reduced |
| BDO Wealth Advisors, LLC | 53 | $6.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 50 | $6.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 53 | $6.00K | 0.01% | +13+32.5% | Added |
| Wagner Wealth Management, LLC | 68 | $7.00K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 75 | $8.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 82 | $9.00K | 0.00% | +82 | New |
| Guardian Wealth Management, Inc. | 96 | $10.0K | 0.01% | −163−62.9% | Reduced |
| HBC Financial Services, PLLC | 100 | $10.0K | 0.01% | 00.0% | Unchanged |
| Seldon Capital LP | 95 | $10.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 94 | $10.0K | 0.00% | +56+147.4% | Added |
| Asset Dedication, LLC | 107 | $11.0K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 100 | $11.0K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 104 | $11.0K | 0.00% | +4+4.0% | Added |
| Column Capital Advisors, LLC | 100 | $11.0K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 100 | $11.0K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 112 | $11.8K | 0.00% | +48+75.0% | Added |
| Earnest Partners LLC | 118 | $12.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 112 | $12.0K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 110 | $12.0K | 0.01% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 116 | $12.0K | 0.00% | +116 | New |
| Zions Bancorporation, N.A. | 126 | $13.0K | 0.00% | −25−16.6% | Reduced |
| Westside Investment Management, Inc. | 130 | $13.0K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 120 | $13.0K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 120 | $13.0K | 0.00% | +1+0.8% | Added |
| Thompson Siegel & Walmsley LLC | 140 | $15.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 141 | $15.0K | 0.00% | +5+3.7% | Added |
| Capital Directions Investment Advisors, LLC | 0 | $16.0K | 0.01% | −170−100.0% | Reduced |
| Jones Financial Companies LLLP | 153 | $16.0K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 150 | $16.4K | 0.01% | +150 | New |
| Montag A & Associates Inc | 165 | $17.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 158 | $17.0K | 0.00% | +64+68.1% | Added |
| Industrial Alliance Investment Management Inc. | 158 | $17.0K | 0.00% | +158 | New |
| Beacon Capital Management, LLC | 155 | $18.0K | 0.01% | +1+0.6% | Added |
| Plante Moran Financial Advisors, LLC | 179 | $19.0K | 0.00% | −50−21.8% | Reduced |
| Bell Investment Advisors, Inc | 177 | $19.0K | 0.01% | +49+38.3% | Added |
| Arlington Partners LLC | 195 | $20.0K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 186 | $20.0K | 0.00% | +40+27.4% | Added |
| Trust Co | 201 | $21.0K | 0.00% | −499−71.3% | Reduced |
| Monetary Management Group Inc | 200 | $21.0K | 0.01% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 198 | $21.0K | 0.01% | +198 | New |
| Leonteq Securities AG | 201 | $21.1K | 0.00% | +64+46.7% | Added |
| State of Wyoming | 211 | $22.0K | 0.01% | +12+6.0% | Added |
| Rise Advisors, LLC | 208 | $22.0K | 0.02% | +2+1.0% | Added |
| Riverview Trust Co | 212 | $22.0K | 0.02% | +111+109.9% | Added |
| Costello Asset Management, INC | 220 | $23.0K | 0.02% | +220 | New |
| Private Ocean, LLC | 233 | $24.0K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 224 | $24.0K | 0.02% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 261 | $27.0K | 0.00% | −48−15.5% | Reduced |
| JNBA Financial Advisors | 254 | $27.0K | 0.00% | +59+30.3% | Added |
| Zullo Investment Group, Inc. | 254 | $27.0K | 0.02% | +158+164.6% | Added |
| Trustcore Financial Services, LLC | 271 | $28.0K | 0.00% | +3+1.1% | Added |
| Oakworth Capital, Inc. | 268 | $28.0K | 0.00% | +268 | New |
| Mascoma Wealth Management LLC | 280 | $29.0K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 278 | $29.0K | 0.03% | 00.0% | Unchanged |