| IMG Wealth Management, Inc. | 58 | $6.61K | 0.00% | +36+163.6% | Added |
| Frazier Financial Advisors, LLC | 59 | $6.72K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 60 | $6.83K | 0.00% | +17+39.5% | Added |
| Quarry LP | 60 | $6.84K | 0.00% | −1,486−96.1% | Reduced |
| SOA Wealth Advisors, LLC. | 60 | $6.84K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 64 | $7.29K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 67 | $7.64K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 67 | $7.70K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 68 | $7.75K | 0.00% | −2−2.9% | Reduced |
| Boreal Capital Management LLC | 68 | $7.77K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 76 | $8.63K | 0.00% | +7+10.1% | Added |
| Prosperity Bancshares Inc | 76 | $8.66K | 0.01% | −56−42.4% | Reduced |
| Security National Bank | 76 | $8.66K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 76 | $8.67K | 0.00% | +76 | New |
| Johnson Financial Group, Inc. | 78 | $8.91K | 0.00% | −23−22.8% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 79 | $9.03K | 0.00% | +36+83.7% | Added |
| American National Bank | 80 | $9.12K | 0.00% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 83 | $9.46K | 0.00% | 00.0% | Unchanged |
| Community Financial Services Group, LLC | 84 | $9.62K | 0.00% | +84 | New |
| Clal Insurance Enterprises Holdings Ltd | 90 | $10.0K | 0.00% | +39+76.5% | Added |
| Rational Advisors LLC | 90 | $10.3K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 90 | $10.3K | 0.00% | +66+275.0% | Added |
| Financial Management Professionals, Inc. | 91 | $10.4K | 0.00% | −17−15.7% | Reduced |
| Private Wealth Management Group, LLC | 94 | $10.7K | 0.00% | +21+28.8% | Added |
| Sachetta, LLC | 96 | $10.9K | 0.01% | +21+28.0% | Added |
| Sunbelt Securities, Inc. | 96 | $10.9K | 0.00% | 00.0% | Unchanged |
| Phillip James Consulting Co. | 100 | $11.0K | 0.01% | 00.0% | Unchanged |
| Triumph Capital Management | 99 | $11.3K | 0.00% | +13+15.1% | Added |
| First United Bank Trust | 100 | $11.4K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 100 | $11.4K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 100 | $11.4K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 100 | $11.4K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 103 | $11.7K | 0.00% | +1+1.0% | Added |
| Hanson & Doremus Investment Management | 105 | $12.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 108 | $12.3K | 0.00% | +5+4.9% | Added |
| Wilkerson Advisory Group LLC | 108 | $12.3K | 0.00% | +67+163.4% | Added |
| Hartford Financial Management Inc. | 110 | $12.5K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 113 | $12.9K | 0.00% | +1+0.9% | Added |
| JFS Wealth Advisors, LLC | 115 | $13.1K | 0.00% | +29+33.7% | Added |
| Heritage Wealth Advisors | 116 | $13.2K | 0.00% | +116 | New |
| Strengthening Families & Communities, LLC | 119 | $13.6K | 0.00% | −255−68.2% | Reduced |
| CoreCap Advisors, LLC | 125 | $14.2K | 0.00% | +4+3.3% | Added |
| Ares Financial Consulting, LLC | 128 | $14.7K | 0.01% | +64+100.0% | Added |
| Strategic Wealth Partners, Ltd. | 132 | $15.0K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 132 | $15.0K | 0.01% | 00.0% | Unchanged |
| Swiss Re Ltd | 143 | $16.3K | 0.10% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 150 | $17.1K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 155 | $17.7K | 0.00% | +11+7.6% | Added |
| Newbridge Financial Services Group, Inc. | 156 | $17.8K | 0.00% | 00.0% | Unchanged |
| Meramec Financial Planners, LLC | 148 | $17.9K | 0.01% | −9−5.7% | Reduced |
| Covestor Ltd | 172 | $20.0K | 0.01% | −11−6.0% | Reduced |
| Synergy Investment Management, LLC | 178 | $20.2K | 0.01% | +178 | New |
| GW&K Investment Management, LLC | 182 | $21.0K | 0.00% | −30−14.2% | Reduced |
| Keating Financial Advisory Services, Inc. | 189 | $21.5K | 0.00% | +111+142.3% | Added |
| Caldwell Sutter Capital, Inc. | 193 | $22.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 195 | $22.2K | 0.00% | −2−1.0% | Reduced |
| MTM Investment Management, LLC | 200 | $22.8K | 0.01% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 201 | $22.9K | 0.02% | 00.0% | Unchanged |
| Intentional Wealth Strategies, LLC | 205 | $23.4K | 0.02% | +205 | New |
| Meeder Asset Management Inc | 207 | $23.6K | 0.00% | +125+152.4% | Added |
| MV Capital Management, Inc. | 210 | $23.9K | 0.00% | +4+1.9% | Added |
| SHP Wealth Management | 223 | $25.4K | 0.00% | +34+18.0% | Added |
| Zions Bancorporation, National Association | 232 | $26.4K | 0.00% | −758−76.6% | Reduced |
| Evelyn Partners Investment Management Services Ltd | 233 | $26.6K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 233 | $26.6K | 0.01% | +28+13.7% | Added |
| Cedar Mountain Advisors, LLC | 236 | $26.9K | 0.01% | +236 | New |
| Wealth Preservation Advisors, LLC | 247 | $28.2K | 0.02% | +247 | New |
| Twin Peaks Wealth Advisors, LLC | 248 | $28.3K | 0.01% | +248 | New |
| MidFirst Bank | 250 | $28.5K | 0.00% | +10+4.2% | Added |
| ESL Trust Services, LLC | 252 | $28.7K | 0.01% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 253 | $28.8K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 265 | $30.2K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 277 | $31.6K | 0.02% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 281 | $32.0K | 0.00% | −49−14.8% | Reduced |
| First Command Advisory Services, Inc. | 281 | $32.1K | 0.00% | +167+146.5% | Added |
| Asset Dedication, LLC | 284 | $32.4K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 285 | $32.5K | 0.01% | 00.0% | Unchanged |
| Entrust Financial LLC | 285 | $32.5K | 0.02% | +59+26.1% | Added |
| Harbour Investments, Inc. | 294 | $33.6K | 0.00% | +94+47.0% | Added |
| Your Advocates Ltd., LLP | 296 | $33.7K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 300 | $34.2K | 0.01% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 295 | $34.5K | 0.01% | −1,892−86.5% | Reduced |
| Costello Asset Management, INC | 304 | $34.6K | 0.01% | +1+0.3% | Added |
| St Germain D J Co Inc | 311 | $35.4K | 0.00% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 324 | $36.9K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 336 | $38.3K | 0.00% | −3−0.9% | Reduced |
| Rosenberg Matthew Hamilton | 338 | $38.5K | 0.01% | +336+16,800.0% | Added |
| SJS Investment Consulting Inc. | 346 | $39.4K | 0.00% | +23+7.1% | Added |
| Red Tortoise LLC | 353 | $40.3K | 0.02% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 366 | $41.7K | 0.03% | +366 | New |
| Salomon & Ludwin, LLC | 363 | $41.9K | 0.00% | 00.0% | Unchanged |
| TIAA Wealth Investment Management LLC | 383 | $43.7K | 0.00% | +383 | New |
| Banque Transatlantique SA | 400 | $45.6K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 389 | $45.6K | 0.01% | −13−3.2% | Reduced |
| Gould Capital, LLC | 409 | $46.6K | 0.03% | +145+54.9% | Added |
| Westfuller Advisors, LLC | 440 | $50.3K | 0.02% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 445 | $50.7K | 0.00% | −10−2.2% | Reduced |
| Wall Street Financial Group, Inc. | 456 | $52.0K | 0.03% | +456 | New |
| Whittier Trust Co of Nevada Inc | 471 | $54.1K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 475 | $54.1K | 0.01% | +475 | New |