| Coston, McIsaac & Partners | 3 | $0 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 1 | $134 | 0.00% | +1 | New |
| Capital Performance Advisors LLP | 2 | $347 | 0.00% | +2 | New |
| DHJJ Financial Advisors, Ltd. | 2 | $348 | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 3 | $521 | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 4 | $610 | 0.00% | +4 | New |
| Laurel Wealth Advisors LLC | 5 | $869 | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 7 | $1.22K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 10 | $1.38K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 8 | $1.39K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 8 | $1.39K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 10 | $1.74K | 0.00% | +10 | New |
| DAGCO, Inc. | 11 | $1.90K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 11 | $1.91K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 15 | $2.60K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 15 | $2.62K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 18 | $3.13K | 0.00% | +18 | New |
| TruNorth Capital Management, LLC | 19 | $3.30K | 0.00% | 00.0% | Unchanged |
| Kings Path Partners LLC | 19 | $3.30K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 23 | $3.99K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 24 | $4.17K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 25 | $4.34K | 0.00% | −689−96.5% | Reduced |
| POM Investment Strategies, LLC | 26 | $4.51K | 0.00% | −222−89.5% | Reduced |
| Proffitt & Goodson Inc | 27 | $4.69K | 0.00% | +27 | New |
| Moisand Fitzgerald Tamayo, LLC | 29 | $5.04K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 30 | $5.21K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 32 | $5.56K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 33 | $5.73K | 0.00% | 00.0% | Unchanged |
| Copley Financial Group, Inc. | 33 | $5.73K | 0.01% | +33 | New |
| Mendota Financial Group, LLC | 34 | $5.91K | 0.00% | +34 | New |
| Talon Private Wealth, LLC | 35 | $6.08K | 0.00% | +35 | New |
| SJS Investment Consulting Inc. | 35 | $6.08K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 36 | $6.25K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 38 | $6.64K | 0.00% | −1−2.6% | Reduced |
| Peoples Financial Services Corp. | 39 | $6.77K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 40 | $6.95K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 40 | $6.95K | 0.00% | +40 | New |
| Colonial Trust Advisors | 41 | $7.12K | 0.00% | −64−61.0% | Reduced |
| HHM Wealth Advisors, LLC | 42 | $7.29K | 0.00% | +42 | New |
| Rogco, LP | 45 | $7.82K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 47 | $8.16K | 0.00% | −1,116−96.0% | Reduced |
| Bellevue Asset Management, LLC | 50 | $8.68K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 50 | $8.68K | 0.00% | +50 | New |
| Stephens Consulting, LLC | 50 | $8.68K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 50 | $8.71K | 0.00% | −870−94.6% | Reduced |
| Live Oak Investment Partners | – | $9.03K | 0.01% | – | – |
| Fairman Group, LLC | 52 | $9.06K | 0.01% | 00.0% | Unchanged |
| Kennebec Savings Bank | 56 | $9.73K | 0.01% | +56 | New |
| ESL Trust Services, LLC | 57 | $9.90K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 60 | $10.4K | 0.01% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 60 | $10.4K | 0.00% | +60 | New |
| Chesapeake Asset Management LLC | 62 | $10.8K | 0.01% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 63 | $10.9K | 0.01% | 00.0% | Unchanged |
| Paladin Wealth, LLC | 63 | $10.9K | 0.01% | +63 | New |
| Main Street Group, LTD | 65 | $11.3K | 0.00% | −30−31.6% | Reduced |
| Cedar Wealth Management, LLC | 70 | $12.2K | 0.00% | −22−23.9% | Reduced |
| Activest Wealth Management | 70 | $12.2K | 0.00% | +70 | New |
| Jackson, Grant Investment Advisers, Inc. | 73 | $12.7K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 74 | $12.9K | 0.00% | +66+825.0% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 75 | $13.0K | 0.01% | −2,505−97.1% | Reduced |
| Stone House Investment Management, LLC | 78 | $13.6K | 0.00% | −30−27.8% | Reduced |
| Signature Resources Capital Management, LLC | 80 | $13.9K | 0.01% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 81 | $14.1K | 0.00% | +21+35.0% | Added |
| Iron Horse Wealth Management, LLC | 83 | $14.4K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 85 | $14.8K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 93 | $16.2K | 0.01% | +5+5.7% | Added |
| Cyrus J. Lawrence, LLC | 100 | $17.0K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 98 | $17.0K | 0.00% | 00.0% | Unchanged |
| Biglari Capital Corp. | 100 | $17.4K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 100 | $17.4K | 0.01% | 00.0% | Unchanged |
| Lam Group, Inc. | 100 | $17.4K | 0.01% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 102 | $18.0K | 0.00% | −153−60.0% | Reduced |
| Raffa Wealth Management, LLC | 104 | $18.1K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 104 | $18.1K | 0.01% | +104 | New |
| MB, Levis & Associates, LLC | 104 | $18.1K | 0.01% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 105 | $18.2K | 0.01% | +105 | New |
| Washington Trust Advisors, Inc. | 105 | $18.2K | 0.00% | −10−8.7% | Reduced |
| Kozak & Associates, Inc. | 101 | $18.9K | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 102 | $19.0K | 0.01% | +102 | New |
| Legacy Wealth Managment, LLC | 102 | $19.0K | 0.01% | +102 | New |
| FSA Wealth Management LLC | 112 | $19.5K | 0.01% | +112 | New |
| Rocky Mountain Advisers, LLC | 113 | $19.6K | 0.01% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 115 | $20.0K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 122 | $20.6K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 120 | $20.8K | 0.00% | +120 | New |
| Evergreen Private Wealth LLC | 123 | $21.4K | 0.01% | 00.0% | Unchanged |
| Bull Oak Capital, LLC | 123 | $21.4K | 0.01% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 124 | $21.5K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 127 | $22.1K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 127 | $22.1K | 0.01% | +27+27.0% | Added |
| Caldwell Sutter Capital, Inc. | 129 | $22.4K | 0.01% | −250−66.0% | Reduced |
| Abich Financial Wealth Management LLC | 129 | $22.4K | 0.05% | −79−38.0% | Reduced |
| Flaharty Asset Management, LLC | 129 | $22.4K | 0.00% | +129 | New |
| Cornerstone Planning Group LLC | 118 | $23.2K | 0.01% | −11−8.5% | Reduced |
| Davis Capital Management | 141 | $24.5K | 0.02% | +7+5.2% | Added |
| Kathleen S. Wright Associates Inc. | 142 | $24.7K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 144 | $25.0K | 0.00% | +20+16.1% | Added |
| Reston Wealth Management LLC | 146 | $25.4K | 0.01% | +146 | New |
| Gilliland Jeter Wealth Management LLC | 147 | $25.5K | 0.01% | 00.0% | Unchanged |