| Capital Advisors, Ltd. LLC | 1 | $0 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | 1 | $463 | 0.00% | – | – |
| Global Financial Private Client, LLC | 2 | $928 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 2 | $1.00K | 0.00% | +2 | New |
| Cassady Schiller Wealth Management, LLC | 3 | $1.00K | 0.00% | +3 | New |
| Exane Derivatives | 4 | $1.85K | 0.00% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 4 | $2.00K | 0.00% | +4 | New |
| Curi Capital | 6 | $2.00K | 0.00% | +6 | New |
| Widmann Financial Services, Inc. | 5 | $2.00K | 0.00% | +5 | New |
| Kayne Anderson Rudnick Investment Management LLC | 7 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 7 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 6 | $3.00K | 0.00% | +6 | New |
| Tyler-Stone Wealth Management | 7 | $3.00K | 0.00% | +7 | New |
| Investmark Advisory Group LLC | 7 | $3.00K | 0.00% | +7 | New |
| Northwest Investment Counselors, LLC | 9 | $4.00K | 0.00% | +9 | New |
| Core Alternative Capital | 8 | $4.00K | 0.00% | +8 | New |
| Schubert & Co | 9 | $4.00K | 0.00% | +9 | New |
| Stephens Consulting, LLC | 10 | $4.64K | 0.00% | +10 | New |
| USA Financial Portformulas Corp | 10 | $5.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 10 | $5.00K | 0.00% | +5+100.0% | Added |
| Wagner Wealth Management, LLC | 11 | $5.00K | 0.00% | +11 | New |
| Mark Sheptoff Financial Planning, LLC | 14 | $6.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 12 | $6.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 13 | $6.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 12 | $6.00K | 0.00% | +9+300.0% | Added |
| KB Financial Partners, LLC | 13 | $6.00K | 0.00% | +13 | New |
| Sound Income Strategies, LLC | 15 | $7.00K | 0.00% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 15 | $7.00K | 0.00% | +15 | New |
| HC Financial Advisors Inc | 20 | $9.00K | 0.01% | 00.0% | Unchanged |
| Rock Creek Group, LP | 20 | $9.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 19 | $9.00K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 22 | $10.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 21 | $10.0K | 0.00% | +4+23.5% | Added |
| Raffa Wealth Management, LLC | 23 | $10.7K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 23 | $11.0K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 24 | $11.0K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 23 | $11.0K | 0.00% | +15+187.5% | Added |
| Dark Forest Capital Management LP | 24 | $11.0K | 0.00% | +24 | New |
| Tilia Fiduciary Partners, Inc. | 23 | $11.0K | 0.01% | +23 | New |
| Private Capital Group, LLC | 25 | $12.0K | 0.00% | −2−7.4% | Reduced |
| Arlington Partners LLC | 25 | $12.0K | 0.00% | +25 | New |
| Lee Financial Co | 25 | $12.0K | 0.00% | +25 | New |
| NuWave Investment Management, LLC | 27 | $13.0K | 0.01% | −108−80.0% | Reduced |
| Rockbridge Investment Management, LCC | 28 | $13.0K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 28 | $13.0K | 0.00% | +21+300.0% | Added |
| Creative Financial Designs Inc | 35 | $16.0K | 0.00% | −34−49.3% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 35 | $16.0K | 0.01% | +35 | New |
| Brown Brothers Harriman & Co | 36 | $17.0K | 0.00% | −125−77.6% | Reduced |
| Kings Point Capital Management | 36 | $17.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 37 | $17.0K | 0.00% | +13+54.2% | Added |
| Gradient Investments LLC | 42 | $19.0K | 0.00% | 00.0% | Unchanged |
| Seldon Capital LP | 42 | $19.0K | 0.01% | +42 | New |
| Byrne Asset Management LLC | 40 | $19.0K | 0.01% | +40 | New |
| Key Financial Inc | 46 | $21.0K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 44 | $21.0K | 0.00% | +18+69.2% | Added |
| Itau Unibanco Holding S.A. | 44 | $21.0K | 0.00% | +22+100.0% | Added |
| Chilton Capital Management LLC | 47 | $22.0K | 0.00% | +47 | New |
| KRS Capital Management, LLC | 48 | $22.0K | 0.02% | +48 | New |
| Orion Capital Management LLC | 50 | $23.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 52 | $24.0K | 0.00% | +6+13.0% | Added |
| Bell Investment Advisors, Inc | 54 | $25.0K | 0.01% | −14−20.6% | Reduced |
| Covington Capital Management | 54 | $25.0K | 0.00% | 00.0% | Unchanged |
| Baillie Gifford & Co | 56 | $26.0K | 0.00% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 57 | $26.0K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 55 | $26.0K | 0.01% | +3+5.8% | Added |
| Pinnacle Bancorp, Inc. | 59 | $27.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 65 | $30.0K | 0.00% | +65 | New |
| Fieldpoint Private Securities, LLC | 68 | $32.0K | 0.01% | −13−16.0% | Reduced |
| American Research & Management Co. | 70 | $32.0K | 0.01% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 69 | $32.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 69 | $32.0K | 0.01% | +19+38.0% | Added |
| BerganKDV Wealth Management, LLC | 69 | $32.0K | 0.00% | +62+885.7% | Added |
| Snowden Capital Advisors LLC | 73 | $33.0K | 0.00% | −674−90.2% | Reduced |
| Tortoise Investment Management, LLC | 75 | $35.0K | 0.01% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 75 | $35.0K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 75 | $35.0K | 0.01% | +75 | New |
| Front Row Advisors LLC | 77 | $36.0K | 0.01% | −3−3.8% | Reduced |
| Trustcore Financial Services, LLC | 77 | $36.0K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 84 | $39.0K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 86 | $40.0K | 0.01% | +4+4.9% | Added |
| Atticus Wealth Management, LLC | 91 | $42.0K | 0.02% | −237−72.3% | Reduced |
| Ritter Daniher Financial Advisory, LLC | 90 | $42.0K | 0.03% | 00.0% | Unchanged |
| Ellevest, Inc. | 91 | $42.0K | 0.00% | +7+8.3% | Added |
| PrairieView Partners, LLC | 95 | $44.0K | 0.01% | +95 | New |
| Atlas Capital Advisors LLC | 95 | $44.1K | 0.01% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 98 | $45.0K | 0.01% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 100 | $46.0K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 100 | $46.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 104 | $48.0K | 0.00% | +50+92.6% | Added |
| Optiver Holding B.V. | 125 | $49.0K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 106 | $49.0K | 0.00% | −5−4.5% | Reduced |
| JJJ Advisors Inc. | 106 | $49.0K | 0.01% | +3+2.9% | Added |
| Whittier Trust Co | 111 | $51.0K | 0.00% | +104+1,485.7% | Added |
| CVA Family Office, LLC | 110 | $51.0K | 0.01% | +110 | New |