| Baystate Wealth Management LLC | 162 | $8.00K | 0.00% | +47+40.9% | Added |
| GHP Investment Advisors, Inc. | 169 | $8.00K | 0.00% | +169 | New |
| Fairfield Financial Advisors, LTD | 175 | $8.79K | 0.00% | +175 | New |
| Spectrum Management Group, LLC | 175 | $9.00K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 200 | $9.24K | 0.00% | +125+166.7% | Added |
| Rocky Mountain Advisers, LLC | 200 | $10.0K | 0.01% | −800−80.0% | Reduced |
| Sandy Spring Bank | 200 | $10.0K | 0.00% | −462−69.8% | Reduced |
| Resolute Partners Group | 200 | $10.0K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 200 | $10.0K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 191 | $10.0K | 0.00% | +14+7.9% | Added |
| Kelly Lawrence W & Associates Inc | 200 | $10.0K | 0.00% | +100+100.0% | Added |
| Mascoma Wealth Management LLC | 200 | $10.0K | 0.00% | +100+100.0% | Added |
| Kozak & Associates, Inc. | 253 | $10.0K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 212 | $10.0K | 0.00% | +132+165.0% | Added |
| Blue Bell Private Wealth Management, LLC | 195 | $10.0K | 0.00% | +195 | New |
| Parkside Investments, LLC | 200 | $10.0K | 0.00% | +200 | New |
| Anchor Investment Management, LLC | 200 | $10.0K | 0.00% | 00.0% | Unchanged |
| De Burlo Group Inc | 200 | $10.0K | 0.00% | +200 | New |
| North Star Investment Management Corp. | 223 | $11.0K | 0.00% | +23+11.5% | Added |
| Hoey Investments, Inc | 244 | $12.0K | 0.00% | −126−34.1% | Reduced |
| Accel Wealth Management | 251 | $12.0K | 0.01% | +133+112.7% | Added |
| Riverview Trust Co | 229 | $12.0K | 0.01% | +229 | New |
| Gould Capital, LLC | 235 | $12.0K | 0.01% | +235 | New |
| Brewin Dolphin Ltd | 246 | $12.0K | 0.00% | +246 | New |
| Retirement Group, LLC | 250 | $13.0K | 0.01% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 250 | $13.0K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 265 | $13.0K | 0.00% | +87+48.9% | Added |
| EverSource Wealth Advisors, LLC | 251 | $13.0K | 0.00% | +106+73.1% | Added |
| Bellevue Asset Management, LLC | 255 | $13.0K | 0.01% | +190+292.3% | Added |
| MCF Advisors LLC | 252 | $13.0K | 0.00% | +252 | New |
| Atticus Wealth Management, LLC | 280 | $14.0K | 0.01% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 288 | $14.0K | 0.01% | +62+27.4% | Added |
| Hexagon Capital Partners LLC | 284 | $14.0K | 0.00% | +100+54.3% | Added |
| McIlrath & Eck, LLC | 280 | $14.0K | 0.00% | +280 | New |
| West Paces Advisors Inc. | 290 | $14.6K | 0.00% | +100+52.6% | Added |
| Sargent Bickham Lagudis LLC | 300 | $15.0K | 0.00% | +61+25.5% | Added |
| Montag A & Associates Inc | 300 | $15.0K | 0.00% | +100+50.0% | Added |
| Ritter Daniher Financial Advisory, LLC | 297 | $15.0K | 0.01% | +237+395.0% | Added |
| Proffitt & Goodson Inc | 300 | $15.0K | 0.00% | +300 | New |
| Endurance Wealth Management, Inc. | 300 | $15.0K | 0.00% | +300 | New |
| Oliver Lagore Vanvalin Investment Group | 265 | $15.0K | 0.01% | +265 | New |
| Global Wealth Management Investment Advisory, Inc. | 315 | $16.0K | 0.00% | +75+31.3% | Added |
| Resources Management Corp | 312 | $16.0K | 0.00% | +85+37.4% | Added |
| Country Trust Bank | 310 | $16.0K | 0.00% | +100+47.6% | Added |
| SJS Investment Consulting Inc. | 325 | $16.0K | 0.00% | +125+62.5% | Added |
| SOA Wealth Advisors, LLC. | 325 | $16.0K | 0.00% | +325 | New |
| TCI Wealth Advisors, Inc. | 338 | $17.0K | 0.00% | +43+14.6% | Added |
| Strengthening Families & Communities, LLC | 332 | $17.0K | 0.01% | +61+22.5% | Added |
| Brown, Lisle/Cummings, Inc. | 340 | $17.1K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 365 | $18.0K | 0.00% | +100+37.7% | Added |
| Crewe Advisors LLC | 350 | $18.0K | 0.00% | +200+133.3% | Added |
| PYA Waltman Capital, LLC | 400 | $20.0K | 0.01% | +400 | New |
| Kings Point Capital Management | 410 | $21.0K | 0.00% | −450−52.3% | Reduced |
| Orion Capital Management LLC | 430 | $22.0K | 0.01% | +430 | New |
| JFS Wealth Advisors, LLC | 462 | $23.0K | 0.00% | +162+54.0% | Added |
| Zullo Investment Group, Inc. | 450 | $23.0K | 0.01% | +290+181.3% | Added |
| M&T Bank Corp | 470 | $24.0K | 0.00% | −109,864−99.6% | Reduced |
| Prestige Wealth Management Group LLC | 480 | $24.0K | 0.01% | +5+1.1% | Added |
| Bartlett & Co. LLC | 480 | $24.0K | 0.00% | +480 | New |
| Bartlett & Co. Wealth Management LLC | 480 | $24.1K | 0.00% | +480 | New |
| TCTC Holdings, LLC | 500 | $25.0K | 0.00% | +500 | New |
| Perkins Coie Trust Co | 500 | $25.0K | 0.01% | +500 | New |
| Castleview Partners, LLC | 500 | $25.0K | 0.02% | +500 | New |
| Baldrige Asset Management LLC | 517 | $26.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 515 | $26.0K | 0.01% | +15+3.0% | Added |
| AdvisorNet Financial, Inc | 547 | $27.0K | 0.00% | +240+78.2% | Added |
| Manchester Capital Management LLC | 571 | $29.0K | 0.00% | +160+38.9% | Added |
| CIBC Private Wealth Group, LLC | 578 | $29.0K | 0.00% | +578 | New |
| Financial Management Professionals, Inc. | 600 | $30.0K | 0.01% | +588+4,900.0% | Added |
| Lagoda Investment Management, L.P. | 600 | $30.0K | 0.02% | +600 | New |
| Gleason Group, Inc. | 600 | $30.0K | 0.01% | +600 | New |
| Heritage Wealth Management, LLC | 605 | $30.0K | 0.01% | +605 | New |
| Global Trust Asset Management, LLC | 610 | $31.0K | 0.01% | +610 | New |
| Federated Hermes, Inc. | 633 | $32.0K | 0.00% | −29,729−97.9% | Reduced |
| Salem Investment Counselors Inc | 629 | $32.0K | 0.00% | +585+1,329.5% | Added |
| Lindbrook Capital, LLC | 635 | $32.0K | 0.00% | +635 | New |
| Banque Cantonale Vaudoise | 650 | $33.0K | 0.00% | +50+8.3% | Added |
| SRS Capital Advisors, Inc. | 721 | $36.0K | 0.00% | +15+2.1% | Added |
| Patriot Financial Group Insurance Agency, LLC | 741 | $37.0K | 0.01% | +741 | New |
| Lenox Wealth Advisors, LLC | 990 | $38.0K | 0.00% | +990 | New |
| Larson Financial Group LLC | 776 | $39.0K | 0.01% | +520+203.1% | Added |
| PFS Partners, LLC | 844 | $42.4K | 0.04% | +475+128.7% | Added |
| Beaird Harris Wealth Management, LLC | 873 | $44.0K | 0.02% | +466+114.5% | Added |
| IndexIQ Advisors LLC | 865 | $44.0K | 0.00% | +865 | New |
| Trustcore Financial Services, LLC | 926 | $47.0K | 0.00% | +221+31.3% | Added |
| Private Capital Group, LLC | 925 | $47.0K | 0.01% | +425+85.0% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 952 | $48.0K | 0.00% | +190+24.9% | Added |
| BDO Wealth Advisors, LLC | 990 | $50.0K | 0.01% | −275−21.7% | Reduced |
| West Branch Capital LLC | 1,000 | $50.0K | 0.02% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 1,000 | $50.0K | 0.02% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 997 | $50.0K | 0.01% | +897+897.0% | Added |
| Hazlett, Burt & Watson, Inc. | 929 | $51.0K | 0.04% | +929 | New |
| Umb Bank N A | 1,018 | $51.0K | 0.00% | +1,018 | New |
| Global Retirement Partners, LLC | 1,941 | $51.0K | 0.00% | +1,941 | New |
| Covington Capital Management | 1,050 | $53.0K | 0.00% | +1,045+20,900.0% | Added |
| Harbor Investment Advisory, LLC | 1,067 | $54.0K | 0.01% | +1,067 | New |
| Ancora Advisors, LLC | 1,100 | $55.0K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 1,121 | $56.0K | 0.00% | +1,121 | New |
| Prospera Financial Services Inc | 1,142 | $57.0K | 0.00% | +1,142 | New |
| HHM Wealth Advisors, LLC | 1,280 | $64.0K | 0.01% | +885+224.1% | Added |
