| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | New |
| Valued Wealth Advisors LLC | 1 | $127 | 0.00% | +1 | New |
| Tfo-TDC, LLC | 1 | $137 | 0.00% | −2−66.7% | Reduced |
| Aspect Partners, LLC | 1 | $137 | 0.00% | +1 | New |
| Rakuten Securities, Inc. | 1 | $137 | 0.00% | +1 | New |
| Highline Wealth Partners LLC | 2 | $274 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 2 | $275 | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 3 | $412 | 0.00% | +3 | New |
| Ibex Wealth Advisors | 4 | $519 | 0.11% | −3,779−99.9% | Reduced |
| M&R Capital Management Inc | 5 | $685 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 5 | $685 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 5 | $685 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 6 | $822 | 0.00% | −46−88.5% | Reduced |
| Sofos Investments, Inc. | 6 | $862 | 0.00% | −1−14.3% | Reduced |
| Plato Investment Management Ltd | 7 | $959 | 0.00% | +7 | New |
| McIlrath & Eck, LLC | 7 | $960 | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 7 | $960 | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 7 | $1.00K | 0.00% | +7 | New |
| FinTrust Capital Advisors, LLC | 8 | $1.10K | 0.00% | −23−74.2% | Reduced |
| SJS Investment Consulting Inc. | 8 | $1.10K | 0.00% | −5−38.5% | Reduced |
| Delos Wealth Advisors, LLC | 8 | $1.10K | 0.00% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 8 | $1.10K | 0.00% | +8 | New |
| Gradient Investments LLC | 9 | $1.23K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 9 | $1.23K | 0.00% | +9 | New |
| Johnson Financial Group, Inc. | 10 | $1.37K | 0.00% | +10 | New |
| Northwest Capital Management Inc | 12 | $1.65K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 12 | $1.67K | 0.00% | +12 | New |
| MCF Advisors LLC | 13 | $1.78K | 0.00% | +13 | New |
| Carolinas Wealth Consulting LLC | 14 | $1.92K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 14 | $1.92K | 0.00% | +14 | New |
| Avion Wealth | 16 | $2.00K | 0.00% | +2+14.3% | Added |
| Global Wealth Management Investment Advisory, Inc. | 17 | $2.33K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 18 | $2.47K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 19 | $2.60K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 19 | $2.60K | 0.00% | +19 | New |
| Abound Wealth Management | 19 | $2.61K | 0.00% | −3−13.6% | Reduced |
| Bogart Wealth, LLC | 20 | $2.74K | 0.00% | −44−68.8% | Reduced |
| Bell Investment Advisors, Inc | 21 | $2.88K | 0.00% | −5−19.2% | Reduced |
| Colonial Trust Advisors | 21 | $2.88K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 21 | $2.88K | 0.00% | +21 | New |
| Bradley & Co. Private Wealth Management, LLC | 22 | $3.02K | 0.00% | 00.0% | Unchanged |
| Paloma Partners Management Co | 24 | $3.29K | 0.00% | +5+26.3% | Added |
| Colonial Trust Co | 29 | $3.98K | 0.00% | +10+52.6% | Added |
| HighMark Wealth Management LLC | 33 | $4.52K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 34 | $4.66K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 35 | $4.80K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 36 | $4.93K | 0.00% | +36 | New |
| Bartlett & Co. LLC | 36 | $5.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 42 | $5.00K | 0.00% | +1+2.4% | Added |
| Financial Management Professionals, Inc. | 37 | $5.00K | 0.00% | +33+825.0% | Added |
| FSA Wealth Management LLC | 35 | $5.00K | 0.00% | +35 | New |
| Bartlett & Co. Wealth Management LLC | 36 | $5.03K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 37 | $5.08K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 41 | $5.62K | 0.00% | −16−28.1% | Reduced |
| Signature Resources Capital Management, LLC | 41 | $5.62K | 0.01% | +41 | New |
| Caitlin John, LLC | 41 | $5.64K | 0.00% | +41 | New |
| Rosenberg Matthew Hamilton | 42 | $5.76K | 0.00% | +41+4,100.0% | Added |
| Anchor Investment Management, LLC | 44 | $6.03K | 0.00% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 45 | $6.17K | 0.00% | +45 | New |
| AllSquare Wealth Management LLC | 46 | $6.31K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 46 | $6.41K | 0.00% | +46 | New |
| Westside Investment Management, Inc. | 47 | $6.44K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 50 | $6.85K | 0.01% | +5+11.1% | Added |
| O'Dell Group, LLC | 50 | $6.85K | 0.00% | +50 | New |
| Hexagon Capital Partners LLC | 51 | $6.99K | 0.00% | −30−37.0% | Reduced |
| TSFG, LLC | 51 | $7.00K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 52 | $7.13K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 53 | $7.27K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 54 | $7.35K | 0.00% | −1,308−96.0% | Reduced |
| Frazier Financial Advisors, LLC | 56 | $7.68K | 0.01% | +56 | New |
| DT Investment Partners, LLC | 55 | $7.91K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 58 | $8.00K | 0.00% | +58 | New |
| Atlantic Trust, LLC | 59 | $8.09K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 61 | $8.36K | 0.00% | +24+64.9% | Added |
| GW&K Investment Management, LLC | 65 | $9.00K | 0.00% | −5−7.1% | Reduced |
| Capital Advisors, Ltd. LLC | 64 | $9.00K | 0.00% | +12+23.1% | Added |
| Grove Bank & Trust | 67 | $9.18K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 67 | $9.18K | 0.00% | +26+63.4% | Added |
| Tucker Asset Management LLC | 68 | $9.32K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 78 | $10.7K | 0.01% | +78 | New |
| Delta Asset Management LLC | 79 | $10.8K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 85 | $11.7K | 0.00% | +3+3.7% | Added |
| Harbour Investments, Inc. | 87 | $11.9K | 0.00% | +66+314.3% | Added |
| Farmers & Merchants Investments Inc | 91 | $12.5K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 91 | $12.5K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 105 | $14.4K | 0.01% | +105 | New |
| Wolff Wiese Magana LLC | 107 | $14.7K | 0.01% | +16+17.6% | Added |
| Criterion Capital Advisors, LLC | 107 | $14.7K | 0.01% | +107 | New |
| CNB Bank | 110 | $15.1K | 0.01% | 00.0% | Unchanged |
| Cutler Group LP | 119 | $16.0K | 0.00% | +119 | New |
| MV Capital Management, Inc. | 122 | $16.7K | 0.00% | +29+31.2% | Added |
| Fortitude Family Office, LLC | 124 | $17.0K | 0.01% | +124 | New |
| Valley National Advisers Inc | 126 | $17.0K | 0.00% | +39+44.8% | Added |
| Motco | 131 | $18.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 131 | $18.0K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 132 | $18.1K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 153 | $21.0K | 0.00% | +46+43.0% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 154 | $21.0K | 0.00% | −457−74.8% | Reduced |
| Jones Financial Companies LLLP | 154 | $21.1K | 0.00% | +154 | New |
| Quarry LP | 156 | $21.4K | 0.01% | −37−19.2% | Reduced |