| Albion Financial Group | 1 | $0 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 2 | $936 | 0.00% | – | – |
| Piscataqua Savings Bank | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 3 | $1.00K | 0.00% | +3 | New |
| Exane Derivatives | 4 | $1.87K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 4 | $1.87K | 0.00% | +4 | New |
| Capital Advisors, Ltd. LLC | 5 | $2.00K | 0.00% | +1+25.0% | Added |
| IAG Wealth Partners, LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 7 | $3.00K | 0.00% | −13−65.0% | Reduced |
| BerganKDV Wealth Management, LLC | 7 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 7 | $3.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 7 | $3.00K | 0.00% | +1+16.7% | Added |
| Edge Capital Group, LLC | 7 | $3.00K | 0.00% | +7 | New |
| Spire Wealth Management | 6 | $3.00K | 0.00% | +6 | New |
| Logan Capital Management Inc | 9 | $4.00K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 9 | $4.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 8 | $4.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 9 | $4.00K | 0.00% | +9 | New |
| SOA Wealth Advisors, LLC. | 12 | $5.00K | 0.00% | −107−89.9% | Reduced |
| Schubert & Co | 11 | $5.00K | 0.00% | +5+83.3% | Added |
| Morton Brown Family Wealth, LLC | 10 | $5.00K | 0.00% | +10 | New |
| Aspire Private Capital, LLC | 13 | $6.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 13 | $6.00K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 11 | $6.00K | 0.00% | +11 | New |
| Heritage Wealth Management, LLC | 14 | $6.55K | 0.00% | −2−12.5% | Reduced |
| American Research & Management Co. | 15 | $7.00K | 0.00% | −55−78.6% | Reduced |
| Sound Income Strategies, LLC | 16 | $7.00K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 14 | $7.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 15 | $7.00K | 0.00% | +11+275.0% | Added |
| Tfo-TDC, LLC | 14 | $7.00K | 0.00% | +14 | New |
| Wolff Wiese Magana LLC | 14 | $7.00K | 0.01% | +14 | New |
| Mach-1 Financial Group, Inc. | 15 | $7.00K | 0.00% | +15 | New |
| American National Bank | 18 | $8.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 18 | $8.00K | 0.01% | +18 | New |
| First Manhattan Co | 20 | $9.00K | 0.00% | −25−55.6% | Reduced |
| Private Capital Group, LLC | 19 | $9.00K | 0.01% | −6−24.0% | Reduced |
| HC Financial Advisors Inc | 20 | $9.00K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 20 | $9.00K | 0.00% | +10+100.0% | Added |
| Sargent Bickham Lagudis LLC | 20 | $9.00K | 0.00% | +20 | New |
| Rock Creek Group, LP | 21 | $10.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 21 | $10.0K | 0.00% | +2+10.5% | Added |
| Enterprise Trust & Investment Co | 21 | $10.0K | 0.00% | +21 | New |
| Raffa Wealth Management, LLC | 23 | $10.8K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 24 | $11.0K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 26 | $12.0K | 0.00% | +1+4.0% | Added |
| SRS Capital Advisors, Inc. | 25 | $12.0K | 0.00% | +25 | New |
| MV Capital Management, Inc. | 28 | $13.0K | 0.00% | +5+21.7% | Added |
| Tilia Fiduciary Partners, Inc. | 26 | $13.0K | 0.01% | +3+13.0% | Added |
| Rockbridge Investment Management, LCC | 28 | $13.1K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 33 | $15.0K | 0.00% | −11−25.0% | Reduced |
| JFS Wealth Advisors, LLC | 33 | $15.0K | 0.00% | +6+22.2% | Added |
| Creative Financial Designs Inc | 35 | $16.0K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 35 | $16.0K | 0.00% | +35 | New |
| Syverson Strege & Co | 35 | $16.0K | 0.01% | +35 | New |
| CarsonAllaria Wealth Management, Ltd. | 35 | $17.0K | 0.02% | 00.0% | Unchanged |
| Concord Wealth Partners | 36 | $17.0K | 0.00% | +8+28.6% | Added |
| Sugarloaf Wealth Management, LLC | 37 | $17.0K | 0.00% | +37 | New |
| Curi Capital | 38 | $18.0K | 0.00% | +32+533.3% | Added |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 40 | $19.0K | 0.03% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 40 | $19.0K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 42 | $20.0K | 0.00% | −15−26.3% | Reduced |
| Beacon Capital Management, LLC | 46 | $20.0K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 42 | $20.0K | 0.00% | 00.0% | Unchanged |
| Seldon Capital LP | 42 | $20.0K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 44 | $21.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 46 | $22.0K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 47 | $22.0K | 0.01% | +23+95.8% | Added |
| Farmers & Merchants Investments Inc | 50 | $23.0K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 50 | $23.0K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 50 | $23.0K | 0.02% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 49 | $23.0K | 0.01% | +49 | New |
| Castle Wealth Management LLC | 50 | $23.0K | 0.01% | +50 | New |
| Ellis Investment Partners, LLC | 54 | $25.0K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 54 | $25.0K | 0.02% | +54 | New |
| Bell Investment Advisors, Inc | 53 | $25.0K | 0.01% | +53 | New |
| NVWM, LLC | 56 | $26.0K | 0.01% | −5−8.2% | Reduced |
| Howe & Rusling Inc | 55 | $26.0K | 0.00% | +25+83.3% | Added |
| Clear Perspectives Financial Planning, LLC | 57 | $27.0K | 0.01% | 00.0% | Unchanged |
| Core Alternative Capital | 57 | $27.0K | 0.01% | +8+16.3% | Added |
| Baillie Gifford & Co | 60 | $28.0K | 0.00% | +4+7.1% | Added |
| Carolinas Wealth Consulting LLC | 61 | $29.0K | 0.01% | −7−10.3% | Reduced |
| Covington Capital Management | 62 | $29.0K | 0.00% | +12+24.0% | Added |
| Jones Financial Companies LLLP | 61 | $29.0K | 0.00% | +61 | New |
| Bartlett & Co. Wealth Management LLC | 63 | $29.5K | 0.00% | +8+14.5% | Added |
| Bartlett & Co. LLC | 63 | $30.0K | 0.00% | +8+14.5% | Added |
| WFA of San Diego, LLC | 65 | $30.0K | 0.03% | +65 | New |
| Tortoise Investment Management, LLC | 75 | $35.0K | 0.01% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 75 | $35.0K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 74 | $35.0K | 0.02% | +22+42.3% | Added |
| Front Row Advisors LLC | 77 | $36.0K | 0.02% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 77 | $36.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 79 | $37.0K | 0.02% | +20+33.9% | Added |
| Evoke Wealth, LLC | 82 | $38.0K | 0.00% | −2−2.4% | Reduced |
| Bank of New Hampshire | 82 | $38.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 86 | $40.0K | 0.00% | +13+17.8% | Added |
| Riverview Trust Co | 88 | $41.0K | 0.04% | +15+20.5% | Added |
| Ritter Daniher Financial Advisory LLC | 90 | $42.0K | 0.03% | +90 | New |
| Atlas Capital Advisors LLC | 95 | $44.5K | 0.01% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 100 | $47.0K | 0.01% | 00.0% | Unchanged |