| Coston, McIsaac & Partners | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Values First Advisors, Inc. | 0 | $13 | 0.00% | 0 | New |
| Kayne Anderson Rudnick Investment Management LLC | 3 | $181 | 0.00% | +3 | New |
| Quent Capital, LLC | 5 | $301 | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 7 | $422 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 7 | $422 | 0.00% | −40−85.1% | Reduced |
| Delos Wealth Advisors, LLC | 7 | $422 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 8 | $482 | 0.00% | +8 | New |
| Lowe Wealth Advisors, LLC | 9 | $542 | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 11 | $663 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 12 | $723 | 0.00% | +12 | New |
| City State Bank | 21 | $1.00K | 0.00% | −62−74.7% | Reduced |
| Endurance Wealth Management, Inc. | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 21 | $1.00K | 0.00% | +20+2,000.0% | Added |
| Avion Wealth | 18 | $1.00K | 0.00% | +18 | New |
| Horan Securities, Inc. | 19 | $1.14K | 0.00% | 00.0% | Unchanged |
| Adirondack Retirement Specialists, Inc. | 20 | $1.15K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 20 | $1.20K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 21 | $1.26K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 21 | $1.26K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 22 | $1.32K | 0.00% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 23 | $1.39K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 23 | $1.39K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 25 | $1.51K | 0.00% | −7−21.9% | Reduced |
| St. Johns Investment Management Company, LLC | 33 | $1.99K | 0.00% | 00.0% | Unchanged |
| Central Bank & Trust Co | 33 | $1.99K | 0.00% | +33 | New |
| Financial Management Professionals, Inc. | 34 | $2.00K | 0.00% | +2+6.3% | Added |
| Wolff Wiese Magana LLC | 35 | $2.11K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 37 | $2.23K | 0.00% | −11−22.9% | Reduced |
| BerganKDV Wealth Management, LLC | 37 | $2.23K | 0.00% | −4−9.8% | Reduced |
| Disciplined Investments, LLC | 38 | $2.29K | 0.00% | −4−9.5% | Reduced |
| Providence Capital Advisors, LLC | 40 | $2.41K | 0.00% | −73,665−99.9% | Reduced |
| Private Ocean, LLC | 40 | $2.41K | 0.00% | +40 | New |
| Red Tortoise LLC | 43 | $2.59K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 54 | $3.00K | 0.00% | +41+315.4% | Added |
| Strategic Investment Solutions, Inc. | 51 | $3.07K | 0.00% | +51 | New |
| Lee Financial Co | 52 | $3.15K | 0.00% | −10−16.1% | Reduced |
| Proffitt & Goodson Inc | 56 | $3.37K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 59 | $3.53K | 0.00% | +59 | New |
| Manchester Capital Management LLC | 60 | $3.61K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 63 | $3.79K | 0.00% | −41−39.4% | Reduced |
| Buck Wealth Strategies, LLC | 65 | $3.90K | 0.00% | +65 | New |
| Stonebridge Capital Advisors LLC | 66 | $3.98K | 0.00% | −110−62.5% | Reduced |
| Ogorek Anthony Joseph | 81 | $4.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 63 | $4.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 69 | $4.00K | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 72 | $4.00K | 0.00% | +72 | New |
| Syverson Strege & Co | 68 | $4.09K | 0.00% | +68 | New |
| West Oak Capital, LLC | 70 | $4.21K | 0.00% | −30−30.0% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 70 | $4.21K | 0.00% | +70 | New |
| Acima Private Wealth, LLC | 71 | $4.28K | 0.00% | +71 | New |
| Abound Wealth Management | 76 | $4.58K | 0.00% | +31+68.9% | Added |
| Sittner & Nelson, LLC | 77 | $4.64K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 83 | $5.00K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 83 | $5.00K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 81 | $5.00K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 87 | $5.21K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 87 | $5.24K | 0.00% | −158−64.5% | Reduced |
| Baystate Wealth Management LLC | 96 | $5.81K | 0.00% | +74+336.4% | Added |
| ICA Group Wealth Management, LLC | 98 | $5.92K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 100 | $6.02K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 100 | $6.02K | 0.00% | +100 | New |
| Hoese & Co LLP | 100 | $6.27K | 0.01% | 00.0% | Unchanged |
| Schubert & Co | 116 | $6.99K | 0.01% | −11−8.7% | Reduced |
| TD Ameritrade Investment Management, LLC | 108 | $7.00K | 0.00% | −45−29.4% | Reduced |
| Front Row Advisors LLC | 118 | $7.00K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 117 | $7.05K | 0.00% | +117 | New |
| Coastal Capital Group, Inc. | 119 | $7.17K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 122 | $7.35K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 125 | $7.50K | 0.00% | +1+0.8% | Added |
| General Partner, Inc. | 138 | $7.72K | 0.01% | +138 | New |
| Laurel Wealth Advisors LLC | 133 | $8.01K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 136 | $8.19K | 0.00% | +136 | New |
| First Manhattan Co | 143 | $8.61K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 144 | $8.67K | 0.01% | +5+3.6% | Added |
| PFS Partners, LLC | 145 | $8.72K | 0.01% | +1+0.7% | Added |
| Evermay Wealth Management LLC | 147 | $8.85K | 0.00% | +147 | New |
| Steward Financial Group LLC | 157 | $9.00K | 0.00% | +78+98.7% | Added |
| Sutton Wealth Advisors Inc. | 154 | $9.27K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 157 | $9.45K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 160 | $9.64K | 0.00% | +19+13.5% | Added |
| Pathway Financial Advisers, LLC | 160 | $9.65K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 161 | $10.0K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 167 | $10.1K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 167 | $10.1K | 0.00% | +167 | New |
| Ridgewood Investments LLC | 167 | $10.1K | 0.01% | +167 | New |
| Colonial Trust Advisors | 168 | $10.1K | 0.00% | −11−6.1% | Reduced |
| BDO Wealth Advisors, LLC | 174 | $10.5K | 0.00% | −94−35.1% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 175 | $10.6K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 180 | $10.8K | 0.00% | +1+0.6% | Added |
| Loomis Sayles & Co L P | 183 | $11.0K | 0.00% | −888−82.9% | Reduced |
| James Investment Research Inc | 181 | $11.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 183 | $11.0K | 0.00% | −12−6.2% | Reduced |
| FinTrust Capital Advisors, LLC | 186 | $11.9K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 200 | $12.0K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 203 | $12.2K | 0.01% | 00.0% | Unchanged |
| Magellan Asset Management Ltd | 203 | $12.2K | 0.00% | +203 | New |
| SRS Capital Advisors, Inc. | 216 | $13.0K | 0.00% | +6+2.9% | Added |
| Rational Advisors LLC | 216 | $13.0K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 221 | $13.3K | 0.00% | 00.0% | Unchanged |