| Retirement Planning Co of New England, Inc. | 42 | $0 | 0.00% | +42 | New |
| Rise Advisors, LLC | 46 | $886 | 0.00% | +46 | New |
| JJJ Advisors Inc. | 44 | $1.00K | 0.00% | −267−85.9% | Reduced |
| Eagle Bay Advisors LLC | 58 | $1.00K | 0.00% | −58−50.0% | Reduced |
| Gemmer Asset Management LLC | 75 | $1.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 50 | $1.00K | 0.00% | +50 | New |
| Ford Financial Group, LLC | 81 | $1.00K | 0.00% | +81 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 61 | $1.00K | 0.00% | +61 | New |
| Stephens Consulting, LLC | 68 | $1.30K | 0.00% | +68 | New |
| Private Capital Group, LLC | 114 | $2.00K | 0.00% | −336−74.7% | Reduced |
| First Manhattan Co | 141 | $2.00K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 85 | $2.00K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 129 | $2.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 83 | $2.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 100 | $2.00K | 0.00% | +100 | New |
| Fortitude Advisory Group L.L.C. | 109 | $2.00K | 0.00% | +109 | New |
| Providence Capital Advisors, LLC | 154 | $3.00K | 0.00% | −309−66.7% | Reduced |
| PFG Private Wealth Management, LLC | 182 | $3.00K | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 164 | $3.00K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 144 | $3.00K | 0.00% | +144 | New |
| Investmark Advisory Group LLC | 162 | $3.00K | 0.00% | +162 | New |
| Raffa Wealth Management, LLC | 172 | $3.28K | 0.00% | +121+237.3% | Added |
| Financial Management Professionals, Inc. | 215 | $4.00K | 0.00% | −180−45.6% | Reduced |
| Accel Wealth Management | 205 | $4.00K | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 234 | $4.00K | 0.00% | +234 | New |
| Andrew Hill Investment Advisors, Inc. | 236 | $4.00K | 0.00% | +236 | New |
| Arrow Financial Corp | 236 | $5.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 239 | $5.00K | 0.00% | 00.0% | Unchanged |
| American Research & Management Co. | 268 | $5.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 260 | $5.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 247 | $5.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 236 | $5.00K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 300 | $6.00K | 0.00% | −3,438−92.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 366 | $6.00K | 0.00% | −366−50.0% | Reduced |
| Optimum Investment Advisors | 312 | $6.00K | 0.00% | 00.0% | Unchanged |
| Savior LLC | 316 | $6.00K | 0.01% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 308 | $6.00K | 0.00% | +308 | New |
| Bessemer Group Inc | 375 | $7.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 373 | $7.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 384 | $7.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 350 | $7.00K | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 392 | $7.00K | 0.00% | +200+104.2% | Added |
| Blue Bell Private Wealth Management, LLC | 352 | $7.00K | 0.00% | +352 | New |
| Harvest Fund Management Co., Ltd | 457 | $8.00K | 0.00% | −1,048−69.6% | Reduced |
| South State Corp. | 415 | $8.00K | 0.00% | +415 | New |
| Valley National Advisers Inc | 462 | $9.00K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 480 | $9.00K | 0.00% | 00.0% | Unchanged |
| Norway Savings Bank | 480 | $9.00K | 0.00% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 466 | $9.00K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 496 | $9.00K | 0.00% | +96+24.0% | Added |
| West Bancorporation Inc | 477 | $9.00K | 0.01% | +477 | New |
| EverSource Wealth Advisors, LLC | 466 | $9.00K | 0.00% | +466 | New |
| Shore Point Advisors, LLC | 474 | $9.00K | 0.01% | +474 | New |
| Wagner Wealth Management, LLC | 502 | $10.0K | 0.01% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 507 | $10.0K | 0.00% | +6+1.2% | Added |
| Financial Enhancement Group LLC | 504 | $10.0K | 0.00% | +504 | New |
| City State Bank | 539 | $10.0K | 0.01% | +539 | New |
| Hall Laurie J Trustee | 600 | $11.0K | 0.00% | −150−20.0% | Reduced |
| CNB Bank | 580 | $11.0K | 0.01% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 581 | $11.0K | 0.00% | +7+1.2% | Added |
| Missouri Trust & Investment Co | 600 | $11.0K | 0.01% | +600 | New |
| Adirondack Trust Co | 645 | $12.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 661 | $13.0K | 0.01% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 672 | $13.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 689 | $13.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 689 | $13.0K | 0.00% | +110+19.0% | Added |
| Koshinski Asset Management, Inc. | 733 | $14.0K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 760 | $14.0K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 737 | $14.0K | 0.00% | +4+0.5% | Added |
| AllSquare Wealth Management LLC | 724 | $14.0K | 0.01% | 00.0% | Unchanged |
| O'Dell Group, LLC | 750 | $14.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 727 | $14.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 734 | $14.0K | 0.00% | +734 | New |
| First PREMIER Bank | 765 | $15.0K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 775 | $15.0K | 0.00% | +9+1.2% | Added |
| Pacific Center for Financial Services | 817 | $16.0K | 0.01% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 920 | $18.0K | 0.01% | −233−20.2% | Reduced |
| Plante Moran Financial Advisors, LLC | 954 | $18.0K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 933 | $18.0K | 0.00% | 00.0% | Unchanged |
| Elmwood Wealth Management, Inc. | 950 | $18.0K | 0.01% | +950 | New |
| Asset Dedication, LLC | 1,012 | $19.0K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,062 | $20.0K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 1,199 | $22.9K | 0.02% | +1,199 | New |
| Sawyer & Company, Inc | 1,206 | $23.0K | 0.01% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 1,200 | $23.0K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 1,194 | $23.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,245 | $24.0K | 0.00% | +1,245 | New |
| Harbour Investments, Inc. | 1,433 | $27.0K | 0.00% | −2,366−62.3% | Reduced |
| Reilly Financial Advisors, LLC | 1,398 | $27.0K | 0.00% | 00.0% | Unchanged |
| Enterprise Trust & Investment Co | 1,400 | $27.0K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 1,390 | $27.0K | 0.02% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,437 | $27.4K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 1,485 | $28.0K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 1,480 | $28.0K | 0.01% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 1,475 | $28.0K | 0.00% | +321+27.8% | Added |
| Hudock, Inc. | 1,526 | $29.0K | 0.01% | +11+0.7% | Added |
| Carmichael Hill & Associates, Inc. | 1,527 | $29.0K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,597 | $30.0K | 0.00% | 00.0% | Unchanged |