| Albion Financial Group | 6 | $1.00K | 0.00% | −6−50.0% | Reduced |
| Schubert & Co | 8 | $1.00K | 0.00% | −6−42.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 3 | $1.00K | 0.00% | +1+50.0% | Added |
| GW&K Investment Management, LLC | 4 | $1.00K | 0.00% | +4 | New |
| American National Bank | 13 | $2.00K | 0.00% | −6,426−99.8% | Reduced |
| JNBA Financial Advisors | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 9 | $2.00K | 0.00% | +2+28.6% | Added |
| Sierra Capital LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 9 | $2.00K | 0.00% | +5+125.0% | Added |
| Evoke Wealth, LLC | 11 | $2.00K | 0.00% | +7+175.0% | Added |
| Atticus Wealth Management, LLC | 14 | $2.00K | 0.00% | +14 | New |
| IAG Wealth Partners, LLC | 14 | $2.00K | 0.00% | +14 | New |
| Raffa Wealth Management, LLC | 15 | $2.61K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 16 | $3.00K | 0.00% | +7+77.8% | Added |
| AdvisorNet Financial, Inc | 17 | $3.00K | 0.00% | +11+183.3% | Added |
| Providence Capital Advisors, LLC | 19 | $3.00K | 0.00% | +19 | New |
| Disciplined Investments, LLC | 16 | $3.00K | 0.00% | +16 | New |
| SJS Investment Consulting Inc. | 12 | $3.00K | 0.00% | +12 | New |
| Solstein Capital, LLC | 23 | $4.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 23 | $4.00K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 30 | $5.00K | 0.00% | −110−78.6% | Reduced |
| Gradient Investments LLC | 30 | $5.00K | 0.00% | −13−30.2% | Reduced |
| Versant Capital Management, Inc | 27 | $5.00K | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 29 | $5.00K | 0.00% | +29 | New |
| Hanson & Doremus Investment Management | 35 | $6.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 36 | $6.00K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 32 | $6.00K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 33 | $6.00K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 32 | $6.00K | 0.00% | +4+14.3% | Added |
| Fortitude Advisory Group L.L.C. | 36 | $6.00K | 0.00% | +7+24.1% | Added |
| MV Capital Management, Inc. | 35 | $6.00K | 0.00% | +20+133.3% | Added |
| Clear Street Markets LLC | 34 | $6.00K | 0.00% | +34 | New |
| Assetmark, Inc | 38 | $7.00K | 0.00% | −71−65.1% | Reduced |
| SRS Capital Advisors, Inc. | 38 | $7.00K | 0.00% | −15−28.3% | Reduced |
| Clearstead Advisors, LLC | 42 | $7.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 40 | $7.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 43 | $7.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 39 | $7.00K | 0.00% | +27+225.0% | Added |
| FourThought Financial, LLC | 48 | $8.00K | 0.00% | −473−90.8% | Reduced |
| Front Row Advisors LLC | 44 | $8.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 49 | $8.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 48 | $8.00K | 0.00% | +28+140.0% | Added |
| Dark Forest Capital Management LP | 48 | $8.00K | 0.00% | +48 | New |
| Prestige Wealth Management Group LLC | 52 | $9.00K | 0.00% | 00.0% | Unchanged |
| TCWP LLC | 56 | $9.00K | 0.00% | +56 | New |
| South State Corp. | 60 | $10.0K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 57 | $10.0K | 0.00% | +26+83.9% | Added |
| First Manhattan Co | 60 | $10.0K | 0.00% | +60 | New |
| Global Retirement Partners, LLC | 60 | $10.0K | 0.00% | +60 | New |
| Beacon Capital Management, LLC | 59 | $10.0K | 0.00% | +59 | New |
| Logan Capital Management Inc | 63 | $11.0K | 0.00% | +9+16.7% | Added |
| TD Ameritrade Investment Management, LLC | 63 | $11.0K | 0.00% | +6+10.5% | Added |
| Baystate Wealth Management LLC | 63 | $11.0K | 0.00% | +21+50.0% | Added |
| Zions Bancorporation, N.A. | 67 | $12.0K | 0.00% | +47+235.0% | Added |
| Fieldpoint Private Securities, LLC | 76 | $13.0K | 0.00% | −3,034−97.6% | Reduced |
| GeoWealth Management, LLC | 86 | $14.0K | 0.00% | +4+4.9% | Added |
| Geneos Wealth Management Inc. | 81 | $14.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 79 | $14.0K | 0.00% | +54+216.0% | Added |
| Sutton Wealth Advisors Inc. | 92 | $16.0K | 0.01% | +2+2.2% | Added |
| CVA Family Office, LLC | 100 | $17.0K | 0.00% | −30−23.1% | Reduced |
| Baillie Gifford & Co | 100 | $17.0K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 100 | $17.0K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 100 | $17.0K | 0.00% | +100 | New |
| Tilia Fiduciary Partners, Inc. | 105 | $18.0K | 0.02% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 105 | $18.0K | 0.00% | +5+5.0% | Added |
| Parkside Financial Bank & Trust | 119 | $21.0K | 0.01% | +92+340.7% | Added |
| Optiver Holding B.V. | 128 | $22.0K | 0.00% | +80+166.7% | Added |
| JFS Wealth Advisors, LLC | 124 | $22.0K | 0.00% | +105+552.6% | Added |
| Stonebridge Capital Advisors LLC | 134 | $23.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 140 | $24.0K | 0.02% | +140 | New |
| MCF Advisors LLC | 138 | $24.0K | 0.00% | +138 | New |
| Proequities, Inc. | 147 | $26.0K | 0.00% | −46−23.8% | Reduced |
| Lloyd Advisory Services, LLC. | 152 | $26.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 158 | $27.0K | 0.00% | −10−6.0% | Reduced |
| FinTrust Capital Advisors, LLC | 155 | $27.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 156 | $27.0K | 0.00% | +15+10.6% | Added |
| Motco | 160 | $28.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 165 | $29.0K | 0.00% | +9+5.8% | Added |
| Dixon Hughes Goodman Wealth Advisors LLC | 181 | $31.0K | 0.01% | +1+0.6% | Added |
| AllSquare Wealth Management LLC | 180 | $31.0K | 0.02% | +22+13.9% | Added |
| Edmond de Rothschild Holding S.A. | 186 | $32.0K | 0.00% | +45+31.9% | Added |
| West Paces Advisors Inc. | 191 | $33.2K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 203 | $35.0K | 0.00% | −36−15.1% | Reduced |
| Tarbox Family Office, Inc. | 203 | $35.0K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 200 | $35.0K | 0.01% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 200 | $35.0K | 0.01% | 00.0% | Unchanged |
| Private Ocean, LLC | 215 | $37.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 228 | $40.0K | 0.01% | −40−14.9% | Reduced |
| Cranbrook Wealth Management, LLC | 253 | $44.0K | 0.01% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 260 | $45.0K | 0.00% | −6,690−96.3% | Reduced |
| Knuff & Co LLC | 261 | $45.0K | 0.02% | +10+4.0% | Added |
| Exane Derivatives | 287 | $49.9K | 0.01% | +287 | New |
| Harvest Fund Management Co., Ltd | 296 | $51.0K | 0.01% | −775−72.4% | Reduced |