| Financial Management Professionals, Inc. | 1 | $0 | 0.00% | −3−75.0% | Reduced |
| Wolff Wiese Magana LLC | 1 | $435 | 0.00% | 00.0% | Unchanged |
| Provence Wealth Management Group | 1 | $435 | 0.00% | +1 | New |
| Sofos Investments, Inc. | 1 | $783 | 0.00% | −426−99.8% | Reduced |
| Tfo-TDC, LLC | 2 | $855 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 2 | $870 | 0.00% | −6−75.0% | Reduced |
| Hexagon Capital Partners LLC | 2 | $870 | 0.00% | −5−71.4% | Reduced |
| SOA Wealth Advisors, LLC. | 2 | $870 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2 | $870 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 2 | $870 | 0.00% | +2 | New |
| Perkins Coie Trust Co | 3 | $1.30K | 0.00% | +3 | New |
| Tortoise Investment Management, LLC | 3 | $1.30K | 0.00% | +3 | New |
| Global Financial Private Client, LLC | 3 | $1.31K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 4 | $1.65K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 4 | $1.74K | 0.00% | −45−91.8% | Reduced |
| USA Financial Portformulas Corp | 4 | $1.74K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 5 | $1.88K | 0.00% | −18−78.3% | Reduced |
| Providence Capital Advisors, LLC | 5 | $2.17K | 0.00% | +5 | New |
| Colonial Trust Advisors | 6 | $2.61K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 8 | $3.00K | 0.00% | +1+14.3% | Added |
| Mark Sheptoff Financial Planning, LLC | 7 | $3.04K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 7 | $3.04K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 7 | $3.04K | 0.00% | +7 | New |
| Flaharty Asset Management, LLC | 8 | $3.48K | 0.00% | +8 | New |
| Copeland Capital Management, LLC | 9 | $3.91K | 0.00% | 00.0% | Unchanged |
| Authentikos Wealth Advisory, LLC | 9 | $3.91K | 0.00% | +9 | New |
| Byrne Asset Management LLC | 10 | $4.00K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 10 | $4.35K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 10 | $4.35K | 0.00% | 00.0% | Unchanged |
| American National Bank | 11 | $4.78K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 11 | $4.78K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 12 | $5.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 13 | $5.00K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 13 | $5.65K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 13 | $5.65K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 13 | $5.65K | 0.00% | +13 | New |
| Newbridge Financial Services Group, Inc. | 13 | $5.67K | 0.00% | +7+116.7% | Added |
| Solstein Capital, LLC | 14 | $6.09K | 0.01% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 15 | $6.52K | 0.00% | −47−75.8% | Reduced |
| Caldwell Sutter Capital, Inc. | 15 | $6.52K | 0.00% | 00.0% | Unchanged |
| Rock Creek Group, LP | 18 | $7.83K | 0.00% | −14−43.8% | Reduced |
| Sugarloaf Wealth Management, LLC | 18 | $7.83K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 19 | $8.26K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 19 | $8.26K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 20 | $8.70K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 22 | $9.57K | 0.00% | −27−55.1% | Reduced |
| Cherry Tree Wealth Management, LLC | 23 | $10.0K | 0.00% | +23 | New |
| Antonetti Capital Management LLC | 25 | $10.9K | 0.02% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 26 | $11.1K | 0.00% | 00.0% | Unchanged |
| Distillate Capital Partners LLC | 28 | $12.2K | 3.07% | −2−6.7% | Reduced |
| HHM Wealth Advisors, LLC | 28 | $12.2K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 28 | $12.5K | 0.01% | 00.0% | Unchanged |
| Hoey Investments, Inc | 30 | $13.0K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 30 | $13.0K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 32 | $13.9K | 0.01% | +2+6.7% | Added |
| Front Row Advisors LLC | 32 | $13.9K | 0.01% | +7+28.0% | Added |
| Spotlight Asset Group, Inc. | 33 | $14.3K | 0.01% | 00.0% | Unchanged |
| Lee Financial Co | 35 | $15.2K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 39 | $17.0K | 0.00% | −29−42.6% | Reduced |
| Steward Financial Group LLC | 41 | $17.0K | 0.01% | +6+17.1% | Added |
| Tanglewood Legacy Advisors, LLC | 40 | $17.4K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 41 | $17.8K | 0.01% | −41−50.0% | Reduced |
| Mascoma Wealth Management LLC | 41 | $17.8K | 0.01% | +25+156.3% | Added |
| Quarry LP | 42 | $18.3K | 0.01% | −258−86.0% | Reduced |
| Bell Investment Advisors, Inc | 42 | $18.3K | 0.00% | −11−20.8% | Reduced |
| Bogart Wealth, LLC | 44 | $19.1K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 45 | $19.6K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 47 | $20.7K | 0.00% | −2−4.1% | Reduced |
| Sittner & Nelson, LLC | 50 | $21.7K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 51 | $22.2K | 0.01% | +4+8.5% | Added |
| New Millennium Group LLC | 51 | $22.2K | 0.02% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 52 | $22.6K | 0.01% | +52 | New |
| Marquette Asset Management, LLC | 52 | $22.6K | 0.01% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 53 | $22.9K | 0.01% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 51 | $24.0K | 0.02% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 58 | $25.2K | 0.00% | +6+11.5% | Added |
| Carolinas Wealth Consulting LLC | 56 | $25.6K | 0.01% | −29−34.1% | Reduced |
| Laurel Wealth Advisors LLC | 59 | $25.7K | 0.01% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 64 | $26.3K | 0.00% | +64 | New |
| SJS Investment Consulting Inc. | 61 | $26.5K | 0.01% | 00.0% | Unchanged |
| Legacy Financial Group LLC | 63 | $27.4K | 0.01% | +63 | New |
| Arlington Partners LLC | 64 | $27.8K | 0.01% | −910−93.4% | Reduced |
| Arlington Trust Co LLC | 64 | $27.8K | 0.01% | +64 | New |
| JNBA Financial Advisors | 65 | $28.3K | 0.00% | +11+20.4% | Added |
| Column Capital Advisors, LLC | 67 | $29.1K | 0.00% | −5−6.9% | Reduced |
| Washington Trust Advisors, Inc. | 67 | $29.1K | 0.00% | 00.0% | Unchanged |
| Motco | 72 | $31.3K | 0.00% | −2−2.7% | Reduced |
| Pathway Financial Advisers, LLC | 73 | $31.6K | 0.01% | +73 | New |
| Sutton Wealth Advisors Inc. | 73 | $31.7K | 0.02% | −7−8.8% | Reduced |
| Earnest Partners LLC | 74 | $32.2K | 0.00% | 00.0% | Unchanged |
| Disciplina Capital Management LLC | 77 | $33.5K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 80 | $34.8K | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $34.8K | 0.03% | – | – |
| AlphaMark Advisors, LLC | 80 | $35.0K | 0.01% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 82 | $35.7K | 0.03% | −140−63.1% | Reduced |
| Evolution Advisers, Inc. | 83 | $36.0K | 0.03% | 00.0% | Unchanged |
| TFC Financial Management | 83 | $36.1K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 84 | $36.5K | 0.00% | +28+50.0% | Added |
| Bollard Group LLC | 86 | $37.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 88 | $38.3K | 0.01% | −10−10.2% | Reduced |