| Bollard Group LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 1 | $49 | 0.00% | +1 | New |
| Colonial Trust Advisors | 2 | $129 | 0.00% | +2 | New |
| JJJ Advisors Inc. | 3 | $201 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 5 | $321 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 5 | $321 | 0.00% | +5 | New |
| Focused Wealth Management, Inc | 6 | $390 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 9 | $578 | 0.00% | 00.0% | Unchanged |
| My Personal CFO, LLC | 11 | $707 | 0.00% | +11 | New |
| Trifecta Capital Advisors, LLC | 11 | $707 | 0.00% | +11 | New |
| SOA Wealth Advisors, LLC. | 12 | $773 | 0.00% | −46−79.3% | Reduced |
| Stephens Consulting, LLC | 13 | $835 | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 20 | $1.00K | 0.00% | +20 | New |
| North Star Investment Management Corp. | 16 | $1.03K | 0.00% | +16 | New |
| Heritage Wealth Management, LLC | 20 | $1.28K | 0.00% | +10+100.0% | Added |
| Norway Savings Bank | 21 | $1.35K | 0.00% | +21 | New |
| Tortoise Investment Management, LLC | 23 | $1.48K | 0.00% | 00.0% | Unchanged |
| EWG Elevate Inc. | 23 | $1.48K | 0.00% | +23 | New |
| Concord Wealth Partners | 23 | $1.48K | 0.00% | +23 | New |
| Raffa Wealth Management, LLC | 29 | $1.86K | 0.00% | −22−43.1% | Reduced |
| Disciplined Investments, LLC | 30 | $1.93K | 0.00% | −3−9.1% | Reduced |
| Eagle Bay Advisors LLC | 30 | $1.93K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 39 | $2.00K | 0.00% | +39 | New |
| Tradewinds Capital Management, LLC | 32 | $2.06K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 32 | $2.06K | 0.00% | +8+33.3% | Added |
| Baker Avenue Asset Management, LP | 36 | $2.31K | 0.00% | +36 | New |
| JNBA Financial Advisors | 41 | $2.63K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 42 | $2.70K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 43 | $2.76K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 44 | $2.83K | 0.00% | −26−37.1% | Reduced |
| Capital Advisors, Ltd. LLC | 416 | $3.00K | 0.00% | +372+845.5% | Added |
| Independence Bank of Kentucky | 45 | $3.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 51 | $3.00K | 0.00% | +51 | New |
| Grove Bank & Trust | 50 | $3.00K | 0.00% | +50 | New |
| Abound Wealth Management | 51 | $3.28K | 0.00% | +15+41.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 56 | $3.60K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 56 | $3.60K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 57 | $3.66K | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 57 | $3.66K | 0.00% | +57 | New |
| Pacifica Partners Inc. | 57 | $3.67K | 0.00% | +57 | New |
| McIlrath & Eck, LLC | 58 | $3.73K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 66 | $4.00K | 0.00% | +5+8.2% | Added |
| Financial Management Professionals, Inc. | 55 | $4.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 65 | $4.18K | 0.00% | +35+116.7% | Added |
| Aspire Private Capital, LLC | 68 | $4.37K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 80 | $4.66K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 76 | $4.88K | 0.00% | +13+20.6% | Added |
| Money Concepts Capital Corp | 78 | $5.01K | 0.00% | +36+85.7% | Added |
| Boyd Watterson Asset Management LLC | 80 | $5.14K | 0.00% | +80 | New |
| Horan Securities, Inc. | 82 | $5.27K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 83 | $5.33K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 84 | $5.40K | 0.00% | +84 | New |
| Archer Investment Corp | 87 | $5.59K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 88 | $5.65K | 0.00% | −50−36.2% | Reduced |
| Hexagon Capital Partners LLC | 88 | $5.65K | 0.00% | +88 | New |
| AdvisorNet Financial, Inc | 92 | $5.91K | 0.00% | +20+27.8% | Added |
| Beacon Capital Management, LLC | 92 | $5.91K | 0.00% | +80+666.7% | Added |
| PFS Partners, LLC | 92 | $5.94K | 0.01% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 92 | $6.04K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 96 | $6.17K | 0.00% | +46+92.0% | Added |
| Adirondack Trust Co | 100 | $6.42K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 100 | $6.42K | 0.01% | +5+5.3% | Added |
| Intelligent Financial Strategies | 100 | $6.42K | 0.01% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 100 | $6.42K | 0.00% | +100 | New |
| Proequities, Inc. | 106 | $6.81K | 0.00% | −2−1.9% | Reduced |
| Front Row Advisors LLC | 116 | $7.00K | 0.00% | −2−1.7% | Reduced |
| JFS Wealth Advisors, LLC | 117 | $7.52K | 0.00% | −2−1.7% | Reduced |
| Level Financial Advisors, Inc. | 125 | $8.00K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 125 | $8.03K | 0.00% | −55−30.6% | Reduced |
| Freedom Wealth Alliance, LLC | 125 | $8.03K | 0.01% | +125 | New |
| Bell Investment Advisors, Inc | 130 | $8.35K | 0.00% | −24−15.6% | Reduced |
| Prestige Wealth Management Group LLC | 131 | $8.42K | 0.00% | +47+56.0% | Added |
| Versant Capital Management, Inc | 133 | $8.54K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 135 | $8.67K | 0.00% | +122+938.5% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 149 | $9.00K | 0.01% | 00.0% | Unchanged |
| Group One Trading, L.P. | 147 | $9.45K | 0.00% | +147 | New |
| Earnest Partners LLC | 148 | $9.51K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 150 | $9.64K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 169 | $10.9K | 0.01% | +35+26.1% | Added |
| Creative Financial Designs Inc | 182 | $11.7K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 182 | $11.7K | 0.00% | +46+33.8% | Added |
| Salem Investment Counselors Inc | 192 | $12.3K | 0.00% | 00.0% | Unchanged |
| Motco | 200 | $12.8K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 196 | $13.0K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 217 | $13.9K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 215 | $14.0K | 0.00% | +108+100.9% | Added |
| St Germain D J Co Inc | 223,412 | $14.4K | 0.00% | +7,830+3.6% | Added |
| Accurate Wealth Management, LLC | 225 | $14.9K | 0.01% | +225 | New |
| Riverview Trust Co | 233 | $15.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 234 | $15.0K | 0.00% | +52+28.6% | Added |
| FinTrust Capital Advisors, LLC | 239 | $15.4K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 245 | $15.7K | 0.00% | +51+26.3% | Added |
| Anchor Investment Management, LLC | 249 | $16.0K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 250 | $16.0K | 0.01% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 250 | $16.1K | 0.02% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 256 | $16.4K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 276 | $17.7K | 0.01% | 00.0% | Unchanged |