| Baystate Wealth Management LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 5 | $0 | 0.00% | +5 | New |
| WestEnd Advisors, LLC | 7 | $324 | 0.00% | – | – |
| Credential Qtrade Securities Inc. | 21 | $974 | 0.00% | +21 | New |
| Gradient Investments LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 31 | $1.00K | 0.00% | +1+3.3% | Added |
| Carolinas Wealth Consulting LLC | 26 | $1.00K | 0.00% | 00.0% | Unchanged |
| Alpha Paradigm Partners, LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 19 | $1.00K | 0.00% | +19 | New |
| Reilly Financial Advisors, LLC | 26 | $1.00K | 0.00% | +26 | New |
| Manchester Capital Management LLC | 26 | $1.00K | 0.00% | +26 | New |
| Surevest, LLC | 17 | $1.00K | 0.00% | +17 | New |
| Capital Advisors, Ltd. LLC | 12 | $1.00K | 0.00% | +12 | New |
| Core Alternative Capital | 31 | $1.00K | 0.00% | +31 | New |
| Sierra Capital LLC | 28 | $1.00K | 0.00% | +28 | New |
| Retirement Planning Co of New England, Inc. | 32 | $1.00K | 0.00% | +32 | New |
| Addison Advisors LLC | 23 | $1.00K | 0.00% | +23 | New |
| Curi Capital | 38 | $1.00K | 0.00% | +38 | New |
| SJS Investment Consulting Inc. | 32 | $1.00K | 0.00% | +32 | New |
| Cassady Schiller Wealth Management, LLC | 16 | $1.00K | 0.00% | +16 | New |
| Bivin & Associates, Inc. | 20 | $1.00K | 0.00% | +20 | New |
| USA Financial Portformulas Corp | 44 | $2.00K | 0.00% | −17,531−99.7% | Reduced |
| Tortoise Investment Management, LLC | 50 | $2.00K | 0.00% | −20−28.6% | Reduced |
| Howe & Rusling Inc | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 44 | $2.00K | 0.00% | +44 | New |
| Schubert & Co | 53 | $2.00K | 0.00% | +53 | New |
| Sutton Wealth Advisors Inc. | 54 | $2.50K | 0.00% | +6+12.5% | Added |
| Bell Investment Advisors, Inc | 54 | $3.00K | 0.00% | −97−64.2% | Reduced |
| Atwood & Palmer Inc | 73 | $3.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 54 | $3.00K | 0.00% | −34−38.6% | Reduced |
| Bogart Wealth, LLC | 65 | $3.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 67 | $3.00K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 61 | $3.00K | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 69 | $3.00K | 0.00% | +69 | New |
| Tyler-Stone Wealth Management | 75 | $3.00K | 0.00% | +75 | New |
| Raffa Wealth Management, LLC | 79 | $3.67K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 100 | $4.00K | 0.00% | −361−78.3% | Reduced |
| BerganKDV Wealth Management, LLC | 76 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 81 | $4.00K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 96 | $4.00K | 0.00% | +96 | New |
| Widmann Financial Services, Inc. | 92 | $4.00K | 0.00% | +92 | New |
| City State Bank | 81 | $4.00K | 0.00% | +81 | New |
| Kelly Financial Services LLC | 99 | $4.59K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 118 | $5.00K | 0.00% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 108 | $5.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 107 | $5.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 94 | $5.00K | 0.00% | +94 | New |
| Newbridge Financial Services Group, Inc. | 100 | $5.00K | 0.00% | +100 | New |
| AdvisorNet Financial, Inc | 130 | $6.00K | 0.00% | −21−13.9% | Reduced |
| Cordasco Financial Network | 138 | $6.00K | 0.00% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 136 | $6.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 136 | $6.00K | 0.00% | +38+38.8% | Added |
| Signet Financial Management, LLC | 127 | $6.00K | 0.00% | +127 | New |
| Cedar Wealth Management, LLC | 136 | $6.00K | 0.00% | +136 | New |
| 1832 Asset Management L.P. | 150 | $7.00K | 0.00% | −4,074−96.4% | Reduced |
| Motco | 155 | $7.00K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 159 | $7.38K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 180 | $8.00K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 182 | $8.00K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 166 | $8.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 171 | $8.00K | 0.00% | +26+17.9% | Added |
| Barrett Asset Management, LLC | 183 | $8.00K | 0.00% | +183 | New |
| High Net Worth Advisory Group LLC | 175 | $8.00K | 0.00% | +175 | New |
| Archer Investment Corp | 178 | $8.26K | 0.00% | +178 | New |
| Kozak & Associates, Inc. | 244 | $9.00K | 0.01% | +1+0.4% | Added |
| Pittenger & Anderson Inc | 200 | $9.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 200 | $9.00K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 200 | $9.00K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 200 | $9.00K | 0.01% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 201 | $9.00K | 0.00% | +30+17.5% | Added |
| Aspire Private Capital, LLC | 190 | $9.00K | 0.00% | +153+413.5% | Added |
| Concord Wealth Partners | 187 | $9.00K | 0.00% | +187 | New |
| KB Financial Partners, LLC | 196 | $9.00K | 0.00% | +196 | New |
| CarsonAllaria Wealth Management, Ltd. | 200 | $9.00K | 0.01% | +200 | New |
| Harbour Investments, Inc. | 218 | $10.0K | 0.00% | −6,072−96.5% | Reduced |
| Dark Forest Capital Management LP | 210 | $10.0K | 0.00% | −428−67.1% | Reduced |
| Evoke Wealth, LLC | 205 | $10.0K | 0.00% | +179+688.5% | Added |
| Hexagon Capital Partners LLC | 236 | $11.0K | 0.00% | +33+16.3% | Added |
| MV Capital Management, Inc. | 229 | $11.0K | 0.00% | +56+32.4% | Added |
| Huntington National Bank | 250 | $12.0K | 0.00% | −213−46.0% | Reduced |
| Peoples Financial Services Corp. | 250 | $12.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 241 | $12.0K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 283 | $13.0K | 0.00% | −46−14.0% | Reduced |
| America First Investment Advisors, LLC | 287 | $13.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 293 | $14.0K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 300 | $14.0K | 0.03% | +300 | New |
| Zullo Investment Group, Inc. | 297 | $14.0K | 0.01% | +297 | New |
| SOA Wealth Advisors, LLC. | 333 | $15.0K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 314 | $15.0K | 0.00% | 00.0% | Unchanged |
| Ahl Investment Management, Inc. | 320 | $15.0K | 0.01% | +320 | New |
| Clearstead Advisors, LLC | 340 | $16.0K | 0.00% | −94−21.7% | Reduced |
| Tarbox Family Office, Inc. | 369 | $17.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 365 | $17.0K | 0.00% | −12−3.2% | Reduced |
| Zions Bancorporation, N.A. | 371 | $17.0K | 0.00% | +35+10.4% | Added |
| Annapolis Financial Services, LLC | 393 | $18.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 384 | $18.0K | 0.00% | +78+25.5% | Added |
| Kings Point Capital Management | 400 | $19.0K | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 415 | $19.0K | 0.01% | 00.0% | Unchanged |