| Private Ocean, LLC | 2 | $0 | 0.00% | +2 | New |
| GoalVest Advisory LLC | 1 | $0 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | – | $238 | 0.00% | – | – |
| Lenox Wealth Advisors, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 6 | $1.00K | 0.00% | −6−50.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 6 | $1.00K | 0.04% | +6 | New |
| Heritage Wealth Management, LLC | 10 | $1.00K | 0.00% | +10 | New |
| Raffa Wealth Management, LLC | 14 | $1.67K | 0.00% | −44−75.9% | Reduced |
| Mascoma Wealth Management LLC | 18 | $2.00K | 0.00% | +6+50.0% | Added |
| Addison Advisors LLC | 19 | $2.00K | 0.00% | +7+58.3% | Added |
| Sandy Cove Advisors, LLC | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 17 | $2.00K | 0.00% | +17 | New |
| Financial Perspectives, Inc | 20 | $2.38K | 0.00% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 22 | $3.00K | 0.00% | −21−48.8% | Reduced |
| TCI Wealth Advisors, Inc. | 29 | $3.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 21 | $3.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 22 | $3.00K | 0.00% | +3+15.8% | Added |
| TFC Financial Management | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 29 | $3.00K | 0.00% | +29 | New |
| Archer Investment Corp | 25 | $3.03K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 28 | $3.34K | 0.00% | +28 | New |
| Alaethes Wealth LLC | 30 | $4.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 31 | $4.00K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 34 | $4.00K | 0.00% | +34 | New |
| BerganKDV Wealth Management, LLC | 44 | $5.00K | 0.00% | 00.0% | Unchanged |
| TCWP LLC | 45 | $5.00K | 0.00% | +45 | New |
| Schubert & Co | 54 | $6.00K | 0.01% | +8+17.4% | Added |
| Altshuler Shaham Ltd | 47 | $6.00K | 0.00% | +47 | New |
| Disciplined Investments, LLC | 54 | $6.00K | 0.00% | +54 | New |
| Carolina Wealth Advisors, LLC | 60 | $7.00K | 0.00% | +60 | New |
| Motco | 63 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 69 | $8.00K | 0.00% | +5+7.8% | Added |
| NewSquare Capital LLC | 71 | $8.00K | 0.00% | +11+18.3% | Added |
| SRS Capital Advisors, Inc. | 67 | $8.00K | 0.00% | +21+45.7% | Added |
| GW&K Investment Management, LLC | 70 | $8.00K | 0.00% | +70 | New |
| HighMark Wealth Management LLC | 73 | $9.00K | 0.01% | −28−27.7% | Reduced |
| Vigilant Capital Management, LLC | 79 | $9.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 81 | $9.00K | 0.00% | +41+102.5% | Added |
| Washington Trust Co | 78 | $10.0K | 0.00% | −18−18.8% | Reduced |
| Financial Management Professionals, Inc. | 86 | $10.0K | 0.00% | +7+8.9% | Added |
| Cordant, Inc. | 83 | $10.0K | 0.01% | +83 | New |
| Baldwin Brothers Inc | 93 | $11.0K | 0.00% | +93 | New |
| Kings Point Capital Management | 96 | $11.0K | 0.00% | +96 | New |
| Front Row Advisors LLC | 104 | $12.0K | 0.00% | −42−28.8% | Reduced |
| Johnson Midwest Financial, LLC | 104 | $12.0K | 0.02% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 100 | $12.0K | 0.00% | +100 | New |
| GHP Investment Advisors, Inc. | 97 | $12.0K | 0.00% | +97 | New |
| Holloway Wealth Management, LLC | – | $12.0K | 0.00% | – | New |
| Siena Capital LLC | 100 | $12.0K | 0.01% | +100 | New |
| Cornerstone Management, Inc. | 106 | $12.6K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 107 | $13.0K | 0.00% | +72+205.7% | Added |
| Anchor Investment Management, LLC | 110 | $13.1K | 0.00% | +110 | New |
| City State Bank | 115 | $14.0K | 0.01% | −100−46.5% | Reduced |
| Miller Wealth Advisors, LLC | 119 | $14.0K | 0.01% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 115 | $14.0K | 0.01% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 125 | $15.0K | 0.01% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 128 | $15.0K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 122 | $15.0K | 0.01% | +21+20.8% | Added |
| Macroview Investment Management LLC | 122 | $15.0K | 0.02% | +122 | New |
| McIlrath & Eck, LLC | 134 | $16.0K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 135 | $16.1K | 0.01% | +33+32.4% | Added |
| Jones Financial Companies LLLP | 144 | $17.0K | 0.00% | +144 | New |
| Evermay Wealth Management LLC | 150 | $18.0K | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 150 | $18.0K | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 160 | $19.0K | 0.00% | +160 | New |
| Rockbridge Investment Management, LCC | 161 | $19.4K | 0.00% | −1,310−89.1% | Reduced |
| Tilia Fiduciary Partners, Inc. | 170 | $20.0K | 0.02% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 170 | $20.0K | 0.02% | +60+54.5% | Added |
| Cyrus J. Lawrence, LLC | 166 | $20.0K | 0.00% | +166 | New |
| Tarbox Family Office, Inc. | 181 | $22.0K | 0.00% | +12+7.1% | Added |
| SkyView Investment Advisors, LLC | 197 | $23.0K | 0.01% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 193 | $23.0K | 0.01% | +86+80.4% | Added |
| North Star Investment Management Corp. | 198 | $24.0K | 0.00% | −301−60.3% | Reduced |
| Evoke Wealth, LLC | 203 | $24.0K | 0.00% | −7−3.3% | Reduced |
| Core Alternative Capital | 204 | $24.0K | 0.01% | +169+482.9% | Added |
| Creative Financial Designs Inc | 200 | $24.0K | 0.00% | +200 | New |
| Tradewinds Capital Management, LLC | 210 | $25.0K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 215 | $26.0K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 223 | $26.6K | 0.01% | +97+77.0% | Added |
| Fieldpoint Private Securities, LLC | 228 | $27.0K | 0.01% | +52+29.5% | Added |
| Lumature Wealth Partners, LLC | 235 | $28.0K | 0.01% | +235 | New |
| BDO Wealth Advisors, LLC | 242 | $29.0K | 0.00% | +200+476.2% | Added |
| Hudock, Inc. | 280 | $33.0K | 0.01% | +1+0.4% | Added |
| HM Payson & Co | 275 | $33.0K | 0.00% | +275 | New |
| HBC Financial Services, PLLC | 300 | $33.0K | 0.02% | +300 | New |
| Bedel Financial Consulting, Inc. | 289 | $34.0K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 292 | $34.0K | 0.00% | +273+1,436.8% | Added |
| Founders Capital Management | 406 | $36.0K | 0.02% | 00.0% | Unchanged |
| Dixon Hughes Goodman Wealth Advisors LLC | 301 | $36.0K | 0.01% | −3−1.0% | Reduced |
| KB Financial Partners, LLC | 312 | $37.0K | 0.01% | −100−24.3% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 316 | $38.0K | 0.00% | −210−39.9% | Reduced |
| Webster Bank, N. A. | 339 | $40.0K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 337 | $40.0K | 0.01% | +71+26.7% | Added |
| JCIC Asset Management Inc. | 345 | $41.0K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 360 | $43.0K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 393 | $47.0K | 0.00% | +3+0.8% | Added |
| IAG Wealth Partners, LLC | 404 | $48.0K | 0.02% | 00.0% | Unchanged |