| Centerpoint Advisors, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 8 | $208 | 0.00% | – | – |
| BerganKDV Wealth Management, LLC | 29 | $1.00K | 0.00% | −75−72.1% | Reduced |
| James Investment Research Inc | 54 | $1.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 44 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 57 | $1.00K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 31 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 41 | $1.00K | 0.00% | +25+156.3% | Added |
| Cambridge Trust Co | 23 | $1.00K | 0.00% | +23 | New |
| USA Financial Portformulas Corp | 22 | $1.00K | 0.00% | +22 | New |
| Dark Forest Capital Management LP | 20 | $1.00K | 0.00% | +20 | New |
| Financial Connections Group, Inc. | 66 | $1.00K | 0.00% | +66 | New |
| Archer Investment Corp | 40 | $1.04K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 77 | $2.00K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 74 | $2.00K | 0.00% | +74 | New |
| Sierra Capital LLC | 80 | $2.00K | 0.00% | +80 | New |
| Mach-1 Financial Group, Inc. | 93 | $2.00K | 0.00% | +93 | New |
| IMA Wealth, Inc. | 105 | $3.00K | 0.00% | +2+1.9% | Added |
| Sandy Spring Bank | 126 | $3.00K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 97 | $3.00K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Barrett Asset Management, LLC | 107 | $3.00K | 0.00% | +107 | New |
| Schubert & Co | 110 | $3.00K | 0.00% | +110 | New |
| McDonald Partners LLC | 123 | $3.20K | 0.00% | +123 | New |
| Absolute Capital Management, LLC | 123 | $3.20K | 0.00% | +123 | New |
| Creative Financial Designs Inc | 165 | $4.00K | 0.00% | −162−49.5% | Reduced |
| Private Ocean, LLC | 160 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 172 | $4.00K | 0.00% | +3+1.8% | Added |
| Carolinas Wealth Consulting LLC | 141 | $4.00K | 0.00% | +13+10.2% | Added |
| Tradition Wealth Management, LLC | 135 | $4.00K | 0.00% | +1+0.7% | Added |
| BDO Wealth Advisors, LLC | 143 | $4.00K | 0.00% | +70+95.9% | Added |
| Lenox Wealth Advisors, LLC | 150 | $4.00K | 0.00% | +137+1,053.8% | Added |
| JFS Wealth Advisors, LLC | 142 | $4.00K | 0.00% | +142 | New |
| Beaird Harris Wealth Management, LLC | 151 | $4.00K | 0.00% | +151 | New |
| Zullo Investment Group, Inc. | 170 | $4.00K | 0.00% | +170 | New |
| Mystic Asset Management, Inc. | 175 | $4.00K | 0.00% | +175 | New |
| Washington Trust Co | 200 | $5.00K | 0.00% | −400−66.7% | Reduced |
| Salem Investment Counselors Inc | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 180 | $5.00K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 191 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 203 | $5.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 200 | $5.00K | 0.00% | +200 | New |
| Mascoma Wealth Management LLC | 206 | $5.00K | 0.00% | +206 | New |
| Financial Perspectives, Inc | 200 | $5.21K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 213 | $6.00K | 0.00% | −109−33.9% | Reduced |
| Atwood & Palmer Inc | 234 | $6.00K | 0.00% | +83+55.0% | Added |
| FSB Premier Wealth Management, Inc. | 233 | $6.00K | 0.00% | +233 | New |
| Northwest Investment Counselors, LLC | 234 | $6.00K | 0.00% | +234 | New |
| Citizens National Bank Trust Department | 228 | $6.00K | 0.00% | +228 | New |
| Bell Investment Advisors, Inc | 254 | $7.00K | 0.00% | +23+10.0% | Added |
| Baystate Wealth Management LLC | 269 | $7.00K | 0.00% | +105+64.0% | Added |
| Core Alternative Capital | 265 | $7.00K | 0.00% | +265 | New |
| KB Financial Partners, LLC | 252 | $7.00K | 0.00% | +252 | New |
| Gradient Investments LLC | 323 | $8.00K | 0.00% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 300 | $8.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 318 | $8.00K | 0.00% | +281+759.5% | Added |
| Arlington Partners LLC | 306 | $8.00K | 0.00% | +306 | New |
| Independence Bank of Kentucky | 350 | $9.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 356 | $9.00K | 0.00% | +356 | New |
| Sutton Wealth Advisors Inc. | 348 | $9.06K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 350 | $9.12K | 0.00% | −9−2.5% | Reduced |
| Westside Investment Management, Inc. | 410 | $10.0K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 400 | $10.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 403 | $10.0K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 375 | $10.0K | 0.00% | +6+1.6% | Added |
| MV Capital Management, Inc. | 379 | $10.0K | 0.00% | +33+9.5% | Added |
| Islay Capital Management, LLC | 400 | $10.0K | 0.01% | +400 | New |
| Delos Wealth Advisors, LLC | 400 | $10.0K | 0.01% | +400 | New |
| Missouri Trust & Investment Co | 396 | $10.0K | 0.01% | +396 | New |
| Ellevest, Inc. | 415 | $11.0K | 0.00% | −45−9.8% | Reduced |
| Truvestments Capital LLC | 407 | $11.0K | 0.01% | 00.0% | Unchanged |
| Curi Capital | 424 | $11.0K | 0.00% | +424 | New |
| Tradewinds Capital Management, LLC | 475 | $12.0K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 478 | $12.4K | 0.00% | +2+0.4% | Added |
| Cypress Capital Management LLC (WY) | 500 | $13.0K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 500 | $13.0K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 513 | $13.0K | 0.00% | +107+26.4% | Added |
| Plante Moran Financial Advisors, LLC | 482 | $13.0K | 0.00% | +325+207.0% | Added |
| First Command Financial Services, Inc. | 500 | $13.0K | 0.00% | +500 | New |
| American National Bank | 555 | $14.0K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 523 | $14.0K | 0.01% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 533 | $14.0K | 0.01% | +533 | New |
| Wolff Wiese Magana LLC | 559 | $15.0K | 0.01% | +7+1.3% | Added |
| Guardian Wealth Management, Inc. | 583 | $15.0K | 0.01% | +583 | New |
| Strategic Asset Management, LLC | 606 | $16.0K | 0.02% | 00.0% | Unchanged |
| Trust Co of Vermont | 600 | $16.0K | 0.00% | +600 | New |
| Gould Capital, LLC | 600 | $16.0K | 0.01% | +600 | New |
| Pinnacle Bancorp, Inc. | 650 | $17.0K | 0.01% | 00.0% | Unchanged |
| Holloway Wealth Management, LLC | – | $17.0K | 0.00% | – | – |
| Bourgeon Capital Management LLC | 700 | $18.0K | 0.00% | −1,315−65.3% | Reduced |
| Essex Investment Management Co LLC | 680 | $18.0K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 679 | $18.0K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 690 | $18.0K | 0.01% | 00.0% | Unchanged |
| Equitec Proprietary Markets, LLC | 705 | $18.0K | 0.01% | +705 | New |
| Foresight Capital Management Advisors, Inc. | 698 | $18.0K | 0.02% | +698 | New |
| Jones Financial Companies LLLP | 784 | $20.0K | 0.00% | +740+1,681.8% | Added |
| Amplius Wealth Advisors, LLC | 775 | $20.0K | 0.00% | +775 | New |