| Ritter Daniher Financial Advisory LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 9 | $1.00K | 0.00% | +8+800.0% | Added |
| Creative Financial Designs Inc | 8 | $1.00K | 0.00% | +2+33.3% | Added |
| Lazard Asset Management LLC | 18 | $1.00K | 0.00% | +7+63.6% | Added |
| RE Dickinson Investment Advisors, LLC | 9 | $1.00K | 0.00% | +6+200.0% | Added |
| American National Bank | 17 | $1.00K | 0.00% | +17 | New |
| Adirondack Retirement Specialists, Inc. | 15 | $1.00K | 0.00% | +15 | New |
| SJS Investment Consulting Inc. | 19 | $1.00K | 0.00% | +19 | New |
| New Millennium Group LLC | 18 | $1.00K | 0.00% | +18 | New |
| Global Financial Private Client, LLC | 12 | $1.01K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 17 | $1.38K | 0.00% | −8−32.0% | Reduced |
| Brown, Lisle/Cummings, Inc. | 17 | $1.38K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 18 | $1.46K | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 20 | $1.63K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 21 | $1.71K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 19 | $2.00K | 0.00% | −1,118−98.3% | Reduced |
| MUFG Americas Holdings Corp | 23 | $2.00K | 0.00% | −27−54.0% | Reduced |
| Duncker Streett & Co Inc | 28 | $2.00K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 25 | $2.00K | 0.00% | −2−7.4% | Reduced |
| Country Trust Bank | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 20 | $2.00K | 0.00% | −1−4.8% | Reduced |
| Benjamin Edwards Inc | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 19 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 28 | $2.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 19 | $2.00K | 0.00% | −1−5.0% | Reduced |
| Aua Capital Management, LLC | 22 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 31 | $2.00K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| Motco | 22 | $2.00K | 0.00% | +11+100.0% | Added |
| Tortoise Investment Management, LLC | 28 | $2.00K | 0.00% | +21+300.0% | Added |
| Compagnie Lombard Odier SCmA | 34 | $2.00K | 0.00% | +13+61.9% | Added |
| Axim Planning & Wealth | 22 | $2.00K | 0.00% | +8+57.1% | Added |
| Endurance Wealth Management, Inc. | 27 | $2.00K | 0.00% | +26+2,600.0% | Added |
| Moisand Fitzgerald Tamayo, LLC | 23 | $2.00K | 0.00% | +19+475.0% | Added |
| Asset Dedication, LLC | 30 | $2.00K | 0.00% | +30 | New |
| Atlantic Trust, LLC | 23 | $2.00K | 0.00% | +23 | New |
| Cary Street Partners Asset Management LLC | 28 | $2.00K | 0.00% | +28 | New |
| Raffa Wealth Management, LLC | 27 | $2.20K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 28 | $2.24K | 0.00% | +1+3.7% | Added |
| Barrett & Company, Inc. | 23 | $2.31K | 0.00% | +23 | New |
| Sutton Wealth Advisors Inc. | 32 | $2.60K | 0.00% | +4+14.3% | Added |
| PFS Partners, LLC | 34 | $2.77K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 42 | $3.00K | 0.00% | −291−87.4% | Reduced |
| Centerpoint Advisors, LLC | 42 | $3.00K | 0.00% | −40−48.8% | Reduced |
| Prestige Wealth Management Group LLC | 36 | $3.00K | 0.00% | −16−30.8% | Reduced |
| Sandy Spring Bank | 35 | $3.00K | 0.00% | −17−32.7% | Reduced |
| Peoples Financial Services Corp. | 42 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 29 | $3.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 34 | $3.00K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 43 | $3.00K | 0.00% | −2−4.4% | Reduced |
| CKW Financial Group | 31 | $3.00K | 0.00% | −3−8.8% | Reduced |
| MCF Advisors LLC | 42 | $3.00K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 39 | $3.00K | 0.00% | −1−2.5% | Reduced |
| Johnson Midwest Financial, LLC | 34 | $3.00K | 0.01% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 31 | $3.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 37 | $3.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 37 | $3.00K | 0.00% | +5+15.6% | Added |
| TFC Financial Management | 34 | $3.00K | 0.00% | −6−15.0% | Reduced |
| Cowen Prime Advisors LLC | 33 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 38 | $3.00K | 0.00% | +6+18.8% | Added |
| Gradient Investments LLC | 33 | $3.00K | 0.00% | +6+22.2% | Added |
| TD Capital Management LLC | 34 | $3.00K | 0.00% | +34 | New |
| CFS Investment Advisory Services, LLC | 10,494 | $3.00K | 0.00% | +10,494 | New |
| Central Trust Co | 56 | $4.00K | 0.00% | +8+16.7% | Added |
| Global Trust Asset Management, LLC | 48 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 44 | $4.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 56 | $4.00K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 50 | $4.00K | 0.00% | +50 | New |
| Credential Qtrade Securities Inc. | 51 | $4.15K | 0.00% | +51 | New |
| Anchor Investment Management, LLC | 61 | $4.96K | 0.00% | −3−4.7% | Reduced |
| First Financial Corp | 64 | $5.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 63 | $5.00K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 64 | $5.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 63 | $5.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 67 | $5.00K | 0.00% | +3+4.7% | Added |
| Piscataqua Savings Bank | 67 | $5.00K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 56 | $5.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 61 | $5.00K | 0.00% | +13+27.1% | Added |
| Retirement Group, LLC | 71 | $6.00K | 0.00% | −71−50.0% | Reduced |
| Larson Financial Group LLC | 75 | $6.00K | 0.00% | −1−1.3% | Reduced |
| Schubert & Co | 73 | $6.00K | 0.01% | +6+9.0% | Added |
| Heritage Wealth Management, LLC | 77 | $6.00K | 0.00% | +75+3,750.0% | Added |
| Kelly Lawrence W & Associates Inc | 69 | $6.00K | 0.00% | +69 | New |
| Valley National Advisers Inc | 75 | $7.00K | 0.00% | −28−27.2% | Reduced |
| HighMark Wealth Management LLC | 92 | $7.00K | 0.01% | 00.0% | Unchanged |
| FourThought Financial, LLC | 92 | $7.00K | 0.00% | −3−3.2% | Reduced |
| Investors Asset Management of Georgia Inc | 86 | $7.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 82 | $7.00K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 83 | $7.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 92 | $7.00K | 0.00% | +15+19.5% | Added |
| Sugarloaf Wealth Management, LLC | 79 | $7.00K | 0.00% | +8+11.3% | Added |
| Caldwell Trust Co | 95 | $7.73K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 101 | $8.00K | 0.00% | +4+4.1% | Added |
| Investors Research Corp | 99 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 103 | $8.00K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 102 | $8.00K | 0.01% | +92+920.0% | Added |
| Spire Wealth Management | 107 | $9.00K | 0.00% | −615−85.2% | Reduced |
| JJJ Advisors Inc. | 99 | $9.00K | 0.00% | −11−10.0% | Reduced |