| Kayne Anderson Rudnick Investment Management LLC | 5 | $0 | 0.00% | +5 | New |
| Life Planning Partners, Inc | 10 | $608 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 14 | $851 | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 16 | $1.00K | 0.00% | −1,040−98.5% | Reduced |
| Wagner Wealth Management, LLC | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 21 | $1.00K | 0.00% | +13+162.5% | Added |
| Iron Horse Wealth Management, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 15 | $1.00K | 0.00% | +3+25.0% | Added |
| Retirement Group, LLC | 24 | $1.00K | 0.00% | +24 | New |
| CFS Investment Advisory Services, LLC | 42,607 | $1.00K | 0.00% | +42,607 | New |
| PFG Private Wealth Management, LLC | 41 | $2.00K | 0.00% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 33 | $2.00K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 36 | $2.00K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 38 | $2.00K | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 33 | $2.00K | 0.00% | +33 | New |
| Point72 Hong Kong Ltd | 48 | $3.00K | 0.00% | −125,785−100.0% | Reduced |
| Private Ocean, LLC | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 45 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 44 | $3.00K | 0.00% | +29+193.3% | Added |
| CarsonAllaria Wealth Management, Ltd. | 57 | $3.00K | 0.00% | +57 | New |
| USA Financial Portformulas Corp | 63 | $4.00K | 0.01% | −1,450−95.8% | Reduced |
| Earnest Partners LLC | 59 | $4.00K | 0.00% | 00.0% | Unchanged |
| Stilwell Value LLC | 60 | $4.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 70 | $4.00K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 58 | $4.00K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 71 | $4.00K | 0.00% | +71 | New |
| Bourgeon Capital Management LLC | 75 | $5.00K | 0.00% | −50−40.0% | Reduced |
| Creative Financial Designs Inc | 83 | $5.00K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 76 | $5.00K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 80 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 85 | $5.00K | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 83 | $5.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 89 | $5.00K | 0.00% | +20+29.0% | Added |
| Mach-1 Financial Group, Inc. | 89 | $5.00K | 0.01% | +89 | New |
| Byrne Asset Management LLC | 100 | $6.00K | 0.00% | −64−39.0% | Reduced |
| Providence Capital Advisors, LLC | 96 | $6.00K | 0.00% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 91 | $6.00K | 0.00% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 100 | $6.00K | 0.01% | +100 | New |
| Pacifica Partners Inc. | 99 | $6.00K | 0.00% | +99 | New |
| Kenfarb & Co. | 100 | $6.00K | 0.01% | +100 | New |
| Cornerstone Management, Inc. | 100 | $6.08K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 120 | $7.00K | 0.00% | −100−45.5% | Reduced |
| Institutional & Family Asset Management, LLC | 120 | $7.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 121 | $7.00K | 0.00% | +13+12.0% | Added |
| Klaas Financial Asset Advisors, LLC | 108 | $7.00K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 118 | $7.18K | 0.00% | +118 | New |
| Bellwether Advisors, LLC | 138 | $8.00K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 148 | $8.99K | 0.01% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 150 | $9.00K | 0.00% | −50−25.0% | Reduced |
| RWM Asset Management, LLC | 153 | $9.00K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 145 | $9.00K | 0.00% | +145 | New |
| Adirondack Retirement Specialists, Inc. | 150 | $9.00K | 0.01% | +150 | New |
| EdgeRock Capital LLC | 140 | $9.00K | 0.01% | +140 | New |
| Estabrook Capital Management | 158 | $9.60K | 0.00% | +23+17.0% | Added |
| Johnson Financial Group, Inc. | 138 | $10.0K | 0.00% | −200−59.2% | Reduced |
| Wolff Wiese Magana LLC | 165 | $10.0K | 0.01% | −20−10.8% | Reduced |
| Norway Savings Bank | 171 | $10.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 171 | $10.0K | 0.00% | −4−2.3% | Reduced |
| Sofos Investments, Inc. | 61 | $10.0K | 0.00% | −2−3.2% | Reduced |
| Insight Financial Services | 177 | $10.0K | 0.02% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 169 | $10.0K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 160 | $10.0K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 166 | $10.0K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 172 | $10.0K | 0.00% | +157+1,046.7% | Added |
| Sound Income Strategies, LLC | 179 | $11.0K | 0.00% | +155+645.8% | Added |
| Riverview Trust Co | 202 | $12.0K | 0.01% | −480−70.4% | Reduced |
| Horizons Wealth Management | 194 | $12.0K | 0.01% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 200 | $12.0K | 0.00% | +200 | New |
| Mascoma Wealth Management LLC | 220 | $13.0K | 0.00% | −266−54.7% | Reduced |
| Core Alternative Capital | 216 | $13.0K | 0.00% | −77−26.3% | Reduced |
| BerganKDV Wealth Management, LLC | 218 | $13.0K | 0.00% | +1+0.5% | Added |
| Kistler-Tiffany Companies, LLC | 208 | $13.0K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 237 | $14.0K | 0.00% | −212−47.2% | Reduced |
| GoalVest Advisory LLC | 230 | $14.0K | 0.01% | −15−6.1% | Reduced |
| Hanson & Doremus Investment Management | 250 | $15.0K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 257 | $15.0K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 241 | $15.0K | 0.02% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 243 | $15.0K | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 286 | $17.0K | 0.01% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 286 | $17.0K | 0.03% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 275 | $17.0K | 0.00% | +10+3.8% | Added |
| Capital Advisors, Ltd. LLC | 276 | $17.0K | 0.00% | +79+40.1% | Added |
| Cary Street Partners Asset Management LLC | 273 | $17.0K | 0.00% | +273 | New |
| West Paces Advisors Inc. | 290 | $17.6K | 0.01% | 00.0% | Unchanged |
| Paloma Partners Management Co | 300 | $18.0K | 0.00% | −15,200−98.1% | Reduced |
| Column Capital Advisors, LLC | 300 | $18.0K | 0.00% | −215−41.7% | Reduced |
| Missouri Trust & Investment Co | 300 | $18.0K | 0.01% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 294 | $18.0K | 0.00% | 00.0% | Unchanged |
| Motco | 302 | $18.0K | 0.00% | +302 | New |
| Avion Wealth | 300 | $18.0K | 0.01% | +300 | New |
| Addison Advisors LLC | 315 | $19.0K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 305 | $19.0K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 312 | $19.0K | 0.02% | +2+0.6% | Added |
| First Command Bank | 312 | $19.0K | 0.00% | +253+428.8% | Added |