| Financial Management Professionals, Inc. | 2 | $0 | 0.00% | −11−84.6% | Reduced |
| Avion Wealth | 6 | $0 | 0.00% | +5+500.0% | Added |
| Tfo-TDC, LLC | 1 | $120 | 0.00% | −177−99.4% | Reduced |
| Fortis Capital Advisors, LLC | 3 | $359 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 5 | $597 | 0.00% | −19−79.2% | Reduced |
| M&R Capital Management Inc | 5 | $597 | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 5 | $598 | 0.00% | +5 | New |
| New England Capital Financial Advisors LLC | 6 | $699 | 0.00% | −11−64.7% | Reduced |
| Beacon Capital Management, LLC | 6 | $717 | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 7 | $837 | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 7 | $837 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 8 | $957 | 0.00% | −37−82.2% | Reduced |
| Delos Wealth Advisors, LLC | 8 | $957 | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 7 | $1.00K | 0.00% | +7 | New |
| SkyView Investment Advisors, LLC | 10 | $1.00K | 0.00% | +10 | New |
| SJS Investment Consulting Inc. | 10 | $1.20K | 0.00% | −2−16.7% | Reduced |
| Stonebridge Capital Advisors LLC | 10 | $1.20K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 12 | $1.44K | 0.00% | −3−20.0% | Reduced |
| Okabena Investment Services Inc | 12 | $1.44K | 0.00% | +12 | New |
| Disciplined Investments, LLC | 13 | $1.55K | 0.00% | +7+116.7% | Added |
| MCF Advisors LLC | 14 | $1.67K | 0.00% | +14 | New |
| Gradient Investments LLC | 15 | $1.79K | 0.00% | −5−25.0% | Reduced |
| Harbour Investments, Inc. | 15 | $1.79K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 15 | $1.79K | 0.00% | +15 | New |
| Pinnacle Bancorp, Inc. | 15 | $1.79K | 0.00% | +15 | New |
| Castleview Partners, LLC | 16 | $1.96K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 17 | $2.03K | 0.00% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 18 | $2.15K | 0.00% | −1,382−98.7% | Reduced |
| Carolinas Wealth Consulting LLC | 18 | $2.15K | 0.00% | +4+28.6% | Added |
| Abound Wealth Management | 18 | $2.15K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 19 | $2.27K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 22 | $2.63K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 22 | $2.63K | 0.00% | +7+46.7% | Added |
| Baker Avenue Asset Management, LP | 22 | $2.63K | 0.00% | +18+450.0% | Added |
| Piershale Financial Group, Inc. | 23 | $2.75K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 23 | $2.75K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 26 | $3.16K | 0.00% | +26 | New |
| Column Capital Advisors, LLC | 28 | $3.35K | 0.00% | 00.0% | Unchanged |
| FIL Ltd | 28 | $3.35K | 0.00% | +23+460.0% | Added |
| GPS Wealth Strategies Group, LLC | 28 | $3.35K | 0.00% | +28 | New |
| Colonial Trust Advisors | 29 | $3.47K | 0.00% | −5−14.7% | Reduced |
| Prestige Wealth Management Group LLC | 31 | $3.71K | 0.00% | −41−56.9% | Reduced |
| Coston, McIsaac & Partners | 40 | $4.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 34 | $4.07K | 0.00% | −25−42.4% | Reduced |
| Old Second National Bank of Aurora | 34 | $4.07K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 35 | $4.18K | 0.00% | −2,098−98.4% | Reduced |
| Centennial Bank | 35 | $4.18K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 41 | $4.90K | 0.00% | −7−14.6% | Reduced |
| TCTC Holdings, LLC | 41 | $4.90K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 41 | $5.00K | 0.00% | −334−89.1% | Reduced |
| Anchor Investment Management, LLC | 44 | $5.26K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 45 | $5.38K | 0.00% | +45 | New |
| AllSquare Wealth Management LLC | 46 | $5.50K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 47 | $5.62K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 40 | $5.80K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 51 | $6.00K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 53 | $6.34K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 53 | $6.34K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 53 | $6.34K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 55 | $6.69K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 59 | $7.05K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 120 | $7.13K | 0.31% | −25−17.2% | Reduced |
| Glen Eagle Advisors, LLC | 62 | $7.41K | 0.00% | +62 | New |
| KB Financial Partners, LLC | 63 | $8.00K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 69 | $8.25K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 70 | $8.37K | 0.00% | +70 | New |
| Ancora Advisors, LLC | 75 | $8.97K | 0.00% | −5−6.3% | Reduced |
| Valley National Advisers Inc | 72 | $9.00K | 0.00% | +51+242.9% | Added |
| Wellington Shields Capital Management, LLC | 77 | $9.23K | 0.00% | +1+1.3% | Added |
| Delta Asset Management LLC | 79 | $9.45K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 82 | $9.80K | 0.00% | −41−33.3% | Reduced |
| Earnest Partners LLC | 82 | $9.80K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 85 | $10.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 86 | $10.3K | 0.01% | +79+1,128.6% | Added |
| Global Financial Private Client, LLC | 88 | $10.4K | 0.01% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 88 | $10.5K | 0.00% | −7−7.4% | Reduced |
| Grove Bank & Trust | 90 | $10.8K | 0.00% | −1−1.1% | Reduced |
| Farmers & Merchants Investments Inc | 91 | $10.9K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 93 | $11.1K | 0.00% | +49+111.4% | Added |
| Key Financial Inc | 98 | $11.8K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 108 | $12.9K | 0.01% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 113 | $13.0K | 0.00% | −2,293−95.3% | Reduced |
| Colonial Trust Co | 109 | $13.0K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 110 | $13.2K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 110 | $13.2K | 0.00% | +110 | New |
| AdvisorNet Financial, Inc | 113 | $13.5K | 0.00% | +34+43.0% | Added |
| Blue Bell Private Wealth Management, LLC | 120 | $14.3K | 0.00% | −11−8.4% | Reduced |
| Cary Street Partner Investment Advisory LLC | 121 | $14.5K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 125 | $14.9K | 0.00% | 00.0% | Unchanged |
| Motco | 128 | $15.3K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 132 | $15.8K | 0.00% | 00.0% | Unchanged |
| Park Circle Co | 141 | $16.9K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 145 | $17.4K | 0.00% | +1+0.7% | Added |
| Asset Dedication, LLC | 148 | $18.0K | 0.00% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 167 | $20.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 173 | $20.7K | 0.00% | +119+220.4% | Added |
| Washington Trust Co | 188 | $22.5K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 200 | $23.9K | 0.01% | 00.0% | Unchanged |