| Lazard Asset Management LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 1 | $95 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 1 | $95 | 0.00% | +1 | New |
| REAP Financial Group, LLC | 2 | $144 | 0.00% | +2 | New |
| Sofos Investments, Inc. | 2 | $148 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 4 | $380 | 0.00% | −30−88.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5 | $475 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 5 | $475 | 0.00% | +5 | New |
| TFC Financial Management | 6 | $571 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 7 | $666 | 0.00% | −87−92.6% | Reduced |
| Global Financial Private Client, LLC | 9 | $856 | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 19 | $1.00K | 0.00% | +1+5.6% | Added |
| Symetra Investment Management Co | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 16 | $1.00K | 0.00% | +16 | New |
| Focused Wealth Management, Inc | 14 | $1.33K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 15 | $1.43K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 16 | $1.52K | 0.00% | +16 | New |
| Prestige Wealth Management Group LLC | 17 | $1.62K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 17 | $1.63K | 0.00% | +17 | New |
| Tennessee Valley Asset Management Partners | 19 | $1.77K | 0.00% | +19 | New |
| Cherry Tree Wealth Management, LLC | 19 | $1.81K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 21 | $2.00K | 0.00% | +15+250.0% | Added |
| Ronald Blue Trust, Inc. | 29 | $2.00K | 0.00% | −6−17.1% | Reduced |
| Asset Dedication, LLC | 28 | $2.00K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 16 | $2.00K | 0.00% | −8−33.3% | Reduced |
| Addison Advisors LLC | 23 | $2.19K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 23 | $2.19K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 24 | $2.28K | 0.00% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 25 | $2.38K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 26 | $2.47K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 27 | $2.56K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 28 | $2.66K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 28 | $2.66K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 29 | $2.76K | 0.00% | −32−52.5% | Reduced |
| Semmax Financial Advisors Inc. | 30 | $2.82K | 0.00% | +1+3.4% | Added |
| Manchester Capital Management LLC | 31 | $2.95K | 0.00% | +31 | New |
| Tower View Investment Management & Research LLC | 32 | $3.00K | 0.00% | +32 | New |
| Long Island Wealth Management, Inc. | 33 | $3.00K | 0.00% | +33 | New |
| Raffa Wealth Management, LLC | 32 | $3.04K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 34 | $3.23K | 0.00% | +34 | New |
| DiNuzzo Private Wealth, Inc. | 37 | $3.52K | 0.00% | +37 | New |
| Tortoise Investment Management, LLC | 38 | $3.61K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 38 | $3.61K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 38 | $3.61K | 0.00% | +38 | New |
| Rakuten Securities, Inc. | 41 | $3.90K | 0.00% | +41 | New |
| Nemes Rush Group LLC | 42 | $3.99K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 48 | $4.53K | 0.00% | +48 | New |
| M&R Capital Management Inc | 51 | $4.84K | 0.00% | +1+2.0% | Added |
| Fortis Group Advisors, LLC | 52 | $4.94K | 0.00% | +26+100.0% | Added |
| SJS Investment Consulting Inc. | 58 | $5.51K | 0.00% | +3+5.5% | Added |
| Cape Investment Advisory, Inc. | 58 | $5.51K | 0.00% | +58 | New |
| Lee Financial Co | 58 | $5.52K | 0.00% | +31+114.8% | Added |
| Motco | 61 | $5.80K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 69 | $6.56K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 69 | $6.60K | 0.00% | +12+21.1% | Added |
| McGlone Suttner Wealth Management, Inc. | 74 | $7.00K | 0.00% | +74 | New |
| CVA Family Office, LLC | 75 | $7.13K | 0.00% | +75 | New |
| Cornerstone Planning Group LLC | 76 | $7.22K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 79 | $7.51K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 81 | $7.70K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 88 | $8.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 86 | $8.18K | 0.00% | +24+38.7% | Added |
| Hobbs Group Advisors, LLC | 88 | $8.37K | 0.00% | +88 | New |
| Harbor Investment Advisory, LLC | 89 | $8.46K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 90 | $8.56K | 0.00% | −37−29.1% | Reduced |
| Trust Co of Vermont | 92 | $8.75K | 0.00% | +2+2.2% | Added |
| American National Bank | 93 | $8.84K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 95 | $9.00K | 0.01% | +95 | New |
| Desjardins Global Asset Management Inc. | 95 | $9.03K | 0.00% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 99 | $9.41K | 0.01% | +99 | New |
| Arcadia Investment Management Corp | 100 | $9.51K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 100 | $9.51K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 100 | $9.51K | 0.00% | +100 | New |
| Syntax Research, Inc. | 100 | $9.51K | 0.01% | +100 | New |
| ICA Group Wealth Management, LLC | 102 | $9.68K | 0.00% | +102 | New |
| Larson Financial Group LLC | 102 | $9.70K | 0.00% | +2+2.0% | Added |
| Sanctuary Wealth Management, L.L.C. | 105 | $9.98K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 109 | $10.0K | 0.00% | +1+0.9% | Added |
| Wetzel Investment Advisors, Inc. | 101 | $10.0K | 0.01% | +101 | New |
| Johnson Financial Group, Inc. | 118 | $10.2K | 0.00% | +118 | New |
| Jones Financial Companies LLLP | 108 | $10.3K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 109 | $10.4K | 0.00% | 00.0% | Unchanged |
| Viking Fund Management LLC | 110 | $10.5K | 0.00% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 112 | $10.6K | 0.01% | +112 | New |
| Operose Advisors LLC | 115 | $10.9K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 112 | $11.0K | 0.00% | +13+13.1% | Added |
| Clearstead Advisors, LLC | 116 | $11.0K | 0.00% | −386−76.9% | Reduced |
| Brown Brothers Harriman & Co | 119 | $11.3K | 0.00% | +33+38.4% | Added |
| Westside Investment Management, Inc. | 125 | $11.9K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 124 | $12.0K | 0.01% | +1+0.8% | Added |
| GoalVest Advisory LLC | 130 | $12.4K | 0.01% | +70+116.7% | Added |
| ORG Partners LLC | 132 | $12.6K | 0.00% | −37−21.9% | Reduced |
| Smithfield Trust Co | 135 | $13.0K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 138 | $13.1K | 0.00% | −31−18.3% | Reduced |
| Independence Bank of Kentucky | 146 | $13.9K | 0.00% | +146 | New |
| Capital Advisors, Ltd. LLC | 150 | $14.0K | 0.00% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 148 | $14.1K | 0.01% | +148 | New |