| Albion Financial Group | 1 | $0 | 0.00% | −1−50.0% | Reduced |
| GoalVest Advisory LLC | 1 | $0 | 0.00% | +1 | New |
| CFS Investment Advisory Services, LLC | 29,156 | $0 | 0.00% | +29,156 | New |
| WestEnd Advisors, LLC | – | $435 | 0.00% | – | – |
| Loomis Sayles & Co L P | 3 | $1.00K | 0.00% | −20−87.0% | Reduced |
| Piscataqua Savings Bank | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Exane Derivatives | 4 | $1.74K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 4 | $2.00K | 0.00% | −21−84.0% | Reduced |
| TFC Financial Management | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Curi Capital | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 4 | $2.00K | 0.00% | +3+300.0% | Added |
| IAG Wealth Partners, LLC | 5 | $2.00K | 0.00% | +5 | New |
| SJS Investment Consulting Inc. | 5 | $2.00K | 0.00% | +5 | New |
| BerganKDV Wealth Management, LLC | 7 | $3.00K | 0.00% | −62−89.9% | Reduced |
| Schubert & Co | 6 | $3.00K | 0.00% | −3−33.3% | Reduced |
| Tradition Wealth Management, LLC | 7 | $3.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 6 | $3.00K | 0.00% | +2+50.0% | Added |
| Coastal Capital Group, Inc. | 8 | $3.00K | 0.00% | +8 | New |
| Northwest Investment Counselors, LLC | 9 | $4.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 10 | $4.00K | 0.00% | +10 | New |
| Logan Capital Management Inc | 9 | $4.00K | 0.00% | +9 | New |
| Cordant, Inc. | 10 | $4.00K | 0.00% | +10 | New |
| Riggs Asset Managment Co. Inc. | 11 | $5.00K | 0.00% | −12,911−99.9% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 14 | $6.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 13 | $6.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 13 | $6.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 14 | $6.00K | 0.00% | +4+40.0% | Added |
| Sound Income Strategies, LLC | 16 | $7.00K | 0.00% | +1+6.7% | Added |
| Avondale Wealth Management | 17 | $7.00K | 0.01% | +17 | New |
| Heritage Wealth Management, LLC | 16 | $7.00K | 0.00% | +16 | New |
| Financial Management Professionals, Inc. | 19 | $8.00K | 0.00% | 00.0% | Unchanged |
| American National Bank | 18 | $8.00K | 0.00% | +18 | New |
| Beaird Harris Wealth Management, LLC | 18 | $8.00K | 0.00% | +18 | New |
| HC Financial Advisors Inc | 20 | $9.00K | 0.01% | 00.0% | Unchanged |
| Rock Creek Group, LP | 21 | $9.00K | 0.00% | +1+5.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 20 | $9.00K | 0.00% | +13+185.7% | Added |
| Castleview Partners, LLC | 25 | $10.0K | 0.01% | −25,951−99.9% | Reduced |
| MV Capital Management, Inc. | 23 | $10.0K | 0.00% | −14−37.8% | Reduced |
| Investors Research Corp | 24 | $10.0K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 23 | $10.0K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 24 | $10.0K | 0.00% | +24 | New |
| Raffa Wealth Management, LLC | 23 | $10.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 25 | $11.0K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 25 | $11.0K | 0.00% | +2+8.7% | Added |
| Concord Wealth Partners | 28 | $12.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 27 | $12.0K | 0.00% | +15+125.0% | Added |
| Rockbridge Investment Management, LCC | 28 | $12.4K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 30 | $13.0K | 0.00% | +8+36.4% | Added |
| Creative Financial Designs Inc | 35 | $15.0K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 35 | $15.0K | 0.01% | 00.0% | Unchanged |
| Kings Point Capital Management | 36 | $16.0K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 40 | $17.0K | 0.01% | −130−76.5% | Reduced |
| Byrne Asset Management LLC | 40 | $17.0K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 42 | $18.0K | 0.00% | −13−23.6% | Reduced |
| Gradient Investments LLC | 42 | $18.0K | 0.00% | 00.0% | Unchanged |
| Seldon Capital LP | 42 | $18.0K | 0.01% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 44 | $19.0K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 44 | $19.0K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 45 | $19.0K | 0.00% | +45 | New |
| Key Financial Inc | 46 | $20.0K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 46 | $20.0K | 0.00% | +46 | New |
| Core Alternative Capital | 49 | $21.0K | 0.01% | +41+512.5% | Added |
| Pflug Koory, LLC | 50 | $22.0K | 0.01% | −150−75.0% | Reduced |
| Farmers & Merchants Investments Inc | 50 | $22.0K | 0.00% | −54−51.9% | Reduced |
| Fieldpoint Private Securities, LLC | 50 | $22.0K | 0.00% | −18−26.5% | Reduced |
| Covington Capital Management | 50 | $22.0K | 0.00% | −4−7.4% | Reduced |
| Orion Capital Management LLC | 50 | $22.0K | 0.01% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 54 | $23.0K | 0.01% | −30−35.7% | Reduced |
| Newbridge Financial Services Group, Inc. | 52 | $23.0K | 0.01% | +31+147.6% | Added |
| Clear Street Markets LLC | 53 | $23.0K | 0.01% | +53 | New |
| Bartlett & Co. Wealth Management LLC | 55 | $24.0K | 0.00% | +55 | New |
| Baillie Gifford & Co | 56 | $24.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 55 | $24.0K | 0.00% | +55 | New |
| Column Capital Advisors, LLC | 57 | $25.0K | 0.00% | −29−33.7% | Reduced |
| Clear Perspectives Financial Planning, LLC | 57 | $25.0K | 0.01% | 00.0% | Unchanged |
| TCWP LLC | 59 | $25.0K | 0.00% | +59 | New |
| Pinnacle Bancorp, Inc. | 59 | $26.0K | 0.01% | 00.0% | Unchanged |
| NVWM, LLC | 61 | $27.0K | 0.01% | −2,044−97.1% | Reduced |
| Harbor Investment Advisory, LLC | 61 | $27.0K | 0.00% | −928−93.8% | Reduced |
| American Research & Management Co. | 70 | $30.0K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 68 | $30.0K | 0.01% | −1−1.4% | Reduced |
| Dark Forest Capital Management LP | 69 | $30.0K | 0.01% | +45+187.5% | Added |
| Massmutual Trust Co FSB | 73 | $32.0K | 0.00% | +21+40.4% | Added |
| Riverview Trust Co | 73 | $32.0K | 0.02% | +73 | New |
| Tortoise Investment Management, LLC | 75 | $33.0K | 0.01% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 75 | $33.0K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 77 | $34.0K | 0.01% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 77 | $34.0K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 82 | $36.0K | 0.01% | +82 | New |
| Evoke Wealth, LLC | 84 | $37.0K | 0.00% | +9+12.0% | Added |
| Tarbox Family Office, Inc. | 88 | $38.0K | 0.01% | −10−10.2% | Reduced |
| Ritter Daniher Financial Advisory, LLC | 90 | $39.0K | 0.03% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 95 | $41.3K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 98 | $43.0K | 0.02% | +7+7.7% | Added |
| Endurance Wealth Management, Inc. | 100 | $44.0K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 100 | $44.0K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 100 | $44.0K | 0.02% | +100 | New |
| Siena Capital LLC | 100 | $44.0K | 0.02% | +100 | New |
| DeDora Capital, Inc. | 111 | $48.0K | 0.02% | +111 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 115 | $50.0K | 0.00% | 00.0% | Unchanged |