| M&R Capital Management Inc | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 50,172 | $0 | 0.00% | +50,172 | New |
| SJS Investment Consulting Inc. | 2 | $0 | 0.00% | +2 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 1 | $0 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | – | $169 | 0.00% | – | – |
| Global Financial Private Client, LLC | 5 | $823 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 5 | $848 | 0.00% | −166−97.1% | Reduced |
| Lazard Asset Management LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 4 | $1.00K | 0.04% | −1−20.0% | Reduced |
| Gradient Investments LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 8 | $1.00K | 0.00% | +1+14.3% | Added |
| Capital Advisors, Ltd. LLC | 4 | $1.00K | 0.00% | +1+33.3% | Added |
| Stephens Consulting, LLC | 11 | $1.86K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 10 | $2.00K | 0.00% | +10 | New |
| Loomis Sayles & Co L P | 10 | $2.00K | 0.00% | +10 | New |
| Lee Financial Co | 12 | $2.00K | 0.00% | +12 | New |
| Disciplined Investments, LLC | 11 | $2.00K | 0.00% | +11 | New |
| Raffa Wealth Management, LLC | 13 | $2.20K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 17 | $3.00K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 18 | $3.00K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 18 | $3.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 16 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 17 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 16 | $3.00K | 0.00% | 00.0% | Unchanged |
| American National Bank | 16 | $3.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 17 | $3.00K | 0.00% | +15+750.0% | Added |
| GW&K Investment Management, LLC | 15 | $3.00K | 0.00% | +15 | New |
| Cordant, Inc. | 19 | $3.00K | 0.00% | +19 | New |
| Freedman Financial Associates, Inc. | 20 | $3.00K | 0.00% | +20 | New |
| SRS Capital Advisors, Inc. | 24 | $4.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 22 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 21 | $4.00K | 0.00% | +9+75.0% | Added |
| Atticus Wealth Management, LLC | 23 | $4.00K | 0.00% | +23 | New |
| Column Capital Advisors, LLC | 28 | $5.00K | 0.00% | −14−33.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 28 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 31 | $5.25K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 33 | $6.00K | 0.00% | −101−75.4% | Reduced |
| MV Capital Management, Inc. | 37 | $6.00K | 0.00% | +3+8.8% | Added |
| High Net Worth Advisory Group LLC | 35 | $6.00K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 34 | $6.00K | 0.00% | +34 | New |
| Altshuler Shaham Ltd | 33 | $6.00K | 0.00% | +33 | New |
| Northwest Investment Counselors, LLC | 43 | $7.00K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 41 | $7.00K | 0.00% | +41 | New |
| Spectrum Management Group, LLC | 41 | $7.00K | 0.00% | +41 | New |
| AdvisorNet Financial, Inc | 50 | $8.00K | 0.00% | +3+6.4% | Added |
| Tyler-Stone Wealth Management | 48 | $8.00K | 0.00% | +25+108.7% | Added |
| PFS Partners, LLC | 53 | $8.98K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 58 | $9.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 51 | $9.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 51 | $9.00K | 0.00% | +21+70.0% | Added |
| Clear Street Markets LLC | 53 | $9.00K | 0.00% | +53 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 59 | $10.0K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 59 | $10.0K | 0.01% | 00.0% | Unchanged |
| Motco | 57 | $10.0K | 0.00% | +57 | New |
| Sofos Investments, Inc. | 57 | $10.0K | 0.00% | +57 | New |
| Farmers & Merchants Investments Inc | 67 | $11.0K | 0.00% | −49−42.2% | Reduced |
| Professional Financial Advisors, LLC | 66 | $11.0K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 72 | $12.0K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 70 | $12.0K | 0.00% | −1−1.4% | Reduced |
| Hexagon Capital Partners LLC | 70 | $12.0K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 69 | $12.0K | 0.00% | +69 | New |
| GHP Investment Advisors, Inc. | 73 | $12.0K | 0.00% | +73 | New |
| Earnest Partners LLC | 75 | $13.0K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 74 | $13.0K | 0.01% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 85 | $14.0K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 85 | $14.0K | 0.00% | +6+7.6% | Added |
| Sargent Bickham Lagudis LLC | 89 | $15.0K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 97 | $16.0K | 0.00% | +13+15.5% | Added |
| Washington Trust Co | 106 | $18.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 113 | $19.0K | 0.00% | −31−21.5% | Reduced |
| Carmichael Hill & Associates, Inc. | 115 | $19.0K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 110 | $19.0K | 0.01% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 122 | $20.0K | 0.00% | +122 | New |
| Blue Bell Private Wealth Management, LLC | 131 | $22.0K | 0.01% | +11+9.2% | Added |
| Vectors Research Management, LLC | 137 | $23.0K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 150 | $25.0K | 0.02% | 00.0% | Unchanged |
| Concord Wealth Partners | 146 | $25.0K | 0.01% | +40+37.7% | Added |
| Key Financial Inc | 153 | $26.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 160 | $27.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 161 | $27.0K | 0.02% | +161 | New |
| TD Private Client Wealth LLC | 180 | $30.5K | 0.00% | +25+16.1% | Added |
| Gemmer Asset Management LLC | 193 | $32.0K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 186 | $32.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 199 | $33.0K | 0.01% | +15+8.2% | Added |
| North Star Investment Management Corp. | 200 | $34.0K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 200 | $34.0K | 0.04% | 00.0% | Unchanged |
| Cordasco Financial Network | 202 | $34.0K | 0.02% | +202 | New |
| Bank of New Hampshire | 200 | $34.0K | 0.01% | +200 | New |
| Quent Capital, LLC | 214 | $36.0K | 0.01% | +181+548.5% | Added |
| TCWP LLC | 217 | $36.0K | 0.01% | +217 | New |