| AllSquare Wealth Management LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 1 | $0 | 0.00% | −1−50.0% | Reduced |
| Strengthening Families & Communities, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2 | $0 | 0.00% | +2 | New |
| Salem Investment Counselors Inc | 8 | $1.00K | 0.00% | −10−55.6% | Reduced |
| Ameritas Investment Partners, Inc. | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 8 | $1.00K | 0.00% | +1+14.3% | Added |
| Sound Income Strategies, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 7 | $1.00K | 0.00% | +7 | New |
| American National Bank | 7 | $1.00K | 0.00% | +7 | New |
| Capital Advisors, Ltd. LLC | 6 | $1.00K | 0.00% | +6 | New |
| Paragon Wealth Strategies, LLC | 8 | $1.00K | 0.00% | +8 | New |
| Financial Synergies Wealth Advisors, Inc. | 7 | $1.19K | 0.00% | −4−36.4% | Reduced |
| Kelly Financial Services LLC | 7 | $1.19K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 14 | $2.00K | 0.00% | −204−93.6% | Reduced |
| City State Bank | 10 | $2.00K | 0.00% | −35−77.8% | Reduced |
| McIlrath & Eck, LLC | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 12 | $2.00K | 0.00% | +11+1,100.0% | Added |
| Marquette Asset Management, LLC | 12 | $2.00K | 0.00% | +10+500.0% | Added |
| Pacifica Partners Inc. | 15 | $2.00K | 0.00% | +15 | New |
| Wit, LLC | 12 | $2.12K | 0.06% | +12 | New |
| Clean Yield Group | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 18 | $3.00K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 17 | $3.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 17 | $3.00K | 0.00% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 17 | $3.00K | 0.00% | +5+41.7% | Added |
| Farmers & Merchants Investments Inc | 20 | $3.00K | 0.00% | +20 | New |
| Capital Analysts, LLC | 20 | $3.00K | 0.00% | +20 | New |
| Raffa Wealth Management, LLC | 19 | $3.23K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 21 | $3.57K | 0.00% | +21 | New |
| Highlander Capital Management, LLC | 25 | $4.00K | 0.00% | −350−93.3% | Reduced |
| Bellevue Asset Management, LLC | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 23 | $4.00K | 0.00% | +5+27.8% | Added |
| Macroview Investment Management LLC | 25 | $4.00K | 0.01% | 00.0% | Unchanged |
| Belmont Capital, LLC | 23 | $4.00K | 0.00% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 25 | $4.00K | 0.00% | +25 | New |
| Baystate Wealth Management LLC | 25 | $4.00K | 0.00% | +25 | New |
| Raleigh Capital Management Inc. | 21 | $4.00K | 0.00% | +21 | New |
| Stephens Consulting, LLC | 27 | $4.59K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 27 | $5.00K | 0.00% | −500−94.9% | Reduced |
| Massmutual Trust Co FSB | 32 | $5.00K | 0.00% | −229−87.7% | Reduced |
| Mizuho Securities Co. Ltd. | 26 | $5.00K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 29 | $5.00K | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 32 | $5.00K | 0.00% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 30 | $5.00K | 0.01% | 00.0% | Unchanged |
| Gould Capital, LLC | 30 | $5.00K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 35 | $5.00K | 0.00% | +35 | New |
| Sutton Wealth Advisors Inc. | 30 | $5.10K | 0.00% | +30 | New |
| Abound Wealth Management | 31 | $5.30K | 0.00% | +31 | New |
| Bank of New Hampshire | 35 | $6.00K | 0.00% | −80−69.6% | Reduced |
| CVA Family Office, LLC | 35 | $6.00K | 0.00% | −55−61.1% | Reduced |
| Hantz Financial Services, Inc. | 34 | $6.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 33 | $6.00K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 33 | $6.00K | 0.00% | +9+37.5% | Added |
| Standard Family Office LLC | 33 | $6.00K | 0.00% | +33 | New |
| WFA Asset Management Corp | 40 | $6.80K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 42 | $7.00K | 0.00% | −44−51.2% | Reduced |
| Washington Trust Co | 40 | $7.00K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 48 | $8.00K | 0.00% | −36−42.9% | Reduced |
| Hazlett, Burt & Watson, Inc. | 50 | $8.00K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 49 | $8.00K | 0.00% | +1+2.1% | Added |
| Hartford Financial Management Inc. | 50 | $8.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 48 | $8.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 47 | $8.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 47 | $8.00K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 47 | $8.00K | 0.00% | +11+30.6% | Added |
| Professional Financial Advisors, LLC | 47 | $8.00K | 0.00% | +47 | New |
| Oliver Lagore Vanvalin Investment Group | 54 | $9.00K | 0.01% | −271−83.4% | Reduced |
| Key Financial Inc | 52 | $9.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 53 | $9.00K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 52 | $9.00K | 0.01% | −148−74.0% | Reduced |
| Caas Capital Management LP | 52 | $9.00K | 0.00% | +52 | New |
| Partners Capital Investment Group, LLP | 58 | $10.0K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 57 | $10.0K | 0.00% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 62 | $10.0K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 70 | $11.9K | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 68 | $12.0K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 75 | $13.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 82 | $14.0K | 0.00% | +17+26.2% | Added |
| Private Trust Co NA | 85 | $14.0K | 0.00% | +54+174.2% | Added |
| Creative Financial Designs Inc | 90 | $15.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 89 | $15.0K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 88 | $15.0K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 88 | $15.0K | 0.01% | +88 | New |
| Core Alternative Capital | 96 | $16.0K | 0.00% | +2+2.1% | Added |
| Benjamin F. Edwards & Company, Inc. | 97 | $16.0K | 0.00% | +13+15.5% | Added |