| Beaird Harris Wealth Management, LLC | 59 | $1.65K | 0.00% | −8−11.9% | Reduced |
| High Net Worth Advisory Group LLC | 62 | $1.73K | 0.00% | −341−84.6% | Reduced |
| Arlington Partners LLC | 62 | $1.73K | 0.00% | +38+158.3% | Added |
| Syverson Strege & Co | 67 | $1.88K | 0.00% | 00.0% | Unchanged |
| First Command Bank | 76 | $2.00K | 0.00% | −527−87.4% | Reduced |
| First Command Financial Services, Inc. | 76 | $2.00K | 0.00% | −527−87.4% | Reduced |
| Highlander Capital Management, LLC | 67 | $2.00K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 86 | $2.00K | 0.00% | +1+1.2% | Added |
| Ulland Investment Advisors, LLC | 72 | $2.00K | 0.00% | −25−25.8% | Reduced |
| Copeland Capital Management, LLC | 60 | $2.00K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 100 | $2.00K | 0.00% | +34+51.5% | Added |
| Miller Wealth Advisors, LLC | 58 | $2.00K | 0.00% | +24+70.6% | Added |
| Creative Capital Management Investments LLC | 84 | $2.00K | 0.00% | +84 | New |
| Park Place Capital Corp | 70 | $2.00K | 0.00% | +70 | New |
| WFA Asset Management Corp | 73 | $2.03K | 0.00% | +1+1.4% | Added |
| Disciplined Investments, LLC | 75 | $2.10K | 0.00% | +11+17.2% | Added |
| Moisand Fitzgerald Tamayo, LLC | 79 | $2.21K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 84 | $2.35K | 0.00% | +84 | New |
| BDO Wealth Advisors, LLC | 89 | $2.49K | 0.00% | −5−5.3% | Reduced |
| EWG Elevate Inc. | 90 | $2.51K | 0.00% | +90 | New |
| Antonetti Capital Management LLC | 95 | $2.65K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 96 | $2.67K | 0.00% | +23+31.5% | Added |
| Versant Capital Management, Inc | 97 | $2.71K | 0.00% | +5+5.4% | Added |
| Bogart Wealth, LLC | 97 | $2.71K | 0.00% | −30−23.6% | Reduced |
| Kelly Financial Services LLC | 97 | $2.72K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 97 | $2.72K | 0.00% | −274−73.9% | Reduced |
| Accel Wealth Management | 99 | $2.77K | 0.00% | −10−9.2% | Reduced |
| Institutional & Family Asset Management, LLC | 99 | $2.77K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 100 | $2.79K | 0.00% | −287−74.2% | Reduced |
| Laffer Tengler Investments | 100 | $2.79K | 0.00% | 00.0% | Unchanged |
| Interactive Financial Advisors | 100 | $2.79K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 100 | $2.79K | 0.00% | +100 | New |
| BerganKDV Wealth Management, LLC | 103 | $2.88K | 0.00% | −32−23.7% | Reduced |
| Hanson & Doremus Investment Management | 124 | $3.00K | 0.00% | −120−49.2% | Reduced |
| First Community Trust NA | 110 | $3.00K | 0.00% | −109−49.8% | Reduced |
| Essex Investment Management Co LLC | 109 | $3.00K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 125 | $3.00K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 102 | $3.00K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 105 | $3.00K | 0.00% | −1−0.9% | Reduced |
| Close Asset Management Ltd | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 104 | $3.00K | 0.00% | +12+13.0% | Added |
| Financial Connections Group, Inc. | 122 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| America First Investment Advisors, LLC | 109 | $3.00K | 0.00% | +109 | New |
| Ten Capital Wealth Advisors, LLC | 109 | $3.04K | 0.00% | −15−12.1% | Reduced |
| Colonial Trust Co | 117 | $3.27K | 0.00% | +117 | New |
| Twin Lakes Capital Management, LLC | 119 | $3.31K | 0.00% | +1+0.8% | Added |
| West Financial Advisors, LLC | 120 | $3.35K | 0.00% | 00.0% | Unchanged |
| Harvest Group Wealth Management, LLC | 126 | $3.52K | 0.00% | −11−8.0% | Reduced |
| Cassady Schiller Wealth Management, LLC | 129 | $3.60K | 0.00% | +129 | New |
| Fortis Advisors, LLC | 131 | $3.66K | 0.00% | 00.0% | Unchanged |
| MinichMacGregor Wealth Management, LLC | 135 | $3.77K | 0.00% | +135 | New |
| AllSquare Wealth Management LLC | 137 | $3.83K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 137 | $3.83K | 0.00% | −15−9.9% | Reduced |
| Heritage Wealth Advisors | 139 | $3.88K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 142 | $3.97K | 0.00% | +142 | New |
| Legacy Bridge, LLC | 143 | $3.99K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 142 | $4.00K | 0.00% | −136−48.9% | Reduced |
| Pinnacle Bancorp, Inc. | 158 | $4.00K | 0.00% | −50−24.0% | Reduced |
| Win Advisors, Inc | 145 | $4.05K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 145 | $4.05K | 0.00% | −46−24.1% | Reduced |
| Piscataqua Savings Bank | 146 | $4.08K | 0.00% | −538−78.7% | Reduced |
| Caldwell Sutter Capital, Inc. | 147 | $4.11K | 0.00% | +147 | New |
| JJJ Advisors Inc. | 132 | $4.14K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 150 | $4.19K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 154 | $4.31K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 160 | $4.45K | 0.00% | 00.0% | Unchanged |
| Arcus Capital Partners, LLC | 160 | $4.47K | 0.00% | +160 | New |
| Coastal Capital Group, Inc. | 193 | $4.51K | 0.00% | +1+0.5% | Added |
| West Branch Capital LLC | 163 | $4.55K | 0.00% | −200−55.1% | Reduced |
| Albion Financial Group | 163 | $4.56K | 0.00% | +30+22.6% | Added |
| Timber Creek Capital Management LLC | 175 | $4.89K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 175 | $4.89K | 0.00% | −22−11.2% | Reduced |
| Bollard Group LLC | 184 | $5.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 329 | $5.00K | 0.00% | +140+74.1% | Added |
| TSFG, LLC | 164 | $5.00K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 183 | $5.11K | 0.00% | −19−9.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 184 | $5.14K | 0.00% | +90+95.7% | Added |
| Cranbrook Wealth Management, LLC | 185 | $5.17K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 188 | $5.25K | 0.00% | −2−1.1% | Reduced |
| WFA of San Diego, LLC | 189 | $5.28K | 0.00% | +189 | New |
| FinTrust Capital Advisors, LLC | 193 | $5.39K | 0.00% | −6−3.0% | Reduced |
| Schubert & Co | 193 | $5.39K | 0.00% | −40−17.2% | Reduced |
| Register Financial Advisors LLC | 194 | $5.42K | 0.00% | +194 | New |
| Carolinas Wealth Consulting LLC | 724 | $5.44K | 0.00% | −6−0.8% | Reduced |
| Aspire Private Capital, LLC | 199 | $5.55K | 0.00% | −33−14.2% | Reduced |
| EverSource Wealth Advisors, LLC | 199 | $5.56K | 0.00% | −333−62.6% | Reduced |
| Aua Capital Management, LLC | 203 | $5.67K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 205 | $5.73K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 205 | $5.73K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 207 | $5.78K | 0.00% | −83−28.6% | Reduced |
| Blue Bell Private Wealth Management, LLC | 213 | $5.95K | 0.00% | +7+3.4% | Added |
| Rocky Mountain Advisers, LLC | 204 | $6.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 197 | $6.00K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 190 | $6.00K | 0.00% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 199 | $6.00K | 0.00% | +73+57.9% | Added |
| HBC Financial Services, PLLC | 221 | $6.00K | 0.00% | +214+3,057.1% | Added |
| Jones Financial Companies LLLP | 232 | $6.00K | 0.00% | +232 | New |
| South State Corp. | 217 | $6.06K | 0.00% | −355−62.1% | Reduced |
| JNBA Financial Advisors | 219 | $6.12K | 0.00% | −107−32.8% | Reduced |
