| Truvestments Capital LLC | 0 | $42 | 0.00% | −57−100.0% | Reduced |
| Sofos Investments, Inc. | 164 | $195 | 0.00% | +164 | New |
| Tfo-TDC, LLC | 22 | $616 | 0.00% | +22 | New |
| WestEnd Advisors, LLC | 4 | $656 | 0.00% | 00.0% | Unchanged |
| One River Asset Management, LLC | 4 | $656 | 0.00% | +4 | New |
| PEAK6 Investments LLC | 4 | $706 | 0.00% | −628−99.4% | Reduced |
| Longfellow Investment Management Co LLC | 5 | $820 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 5 | $820 | 0.00% | +5 | New |
| St Germain D J Co Inc | 5,025 | $824 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 6 | $985 | 0.00% | +6 | New |
| Level Financial Advisors, Inc. | 6 | $1.00K | 0.00% | +6 | New |
| M&R Capital Management Inc | 7 | $1.15K | 0.00% | +7 | New |
| Sound Income Strategies, LLC | 8 | $1.31K | 0.00% | −7−46.7% | Reduced |
| PSI Advisors, LLC | 8 | $1.31K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 9 | $1.48K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 9 | $1.48K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 10 | $1.64K | 0.00% | −5−33.3% | Reduced |
| Colonial Trust Advisors | 12 | $1.97K | 0.00% | +12 | New |
| Sageworth Trust Co | 12 | $2.00K | 0.00% | +12 | New |
| VitalStone Financial, LLC | 10 | $2.00K | 0.00% | +10 | New |
| NewSquare Capital LLC | 14 | $2.30K | 0.00% | 00.0% | Unchanged |
| Retirement Financial Solutions, LLC | 18 | $2.95K | 0.00% | +18 | New |
| Tompkins Financial Corp | 18 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 19 | $3.00K | 0.00% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 18 | $3.00K | 0.00% | +18 | New |
| Steward Financial Group LLC | 20 | $3.00K | 0.00% | +20 | New |
| Disciplined Investments, LLC | 20 | $3.28K | 0.00% | +2+11.1% | Added |
| Trustcore Financial Services, LLC | 22 | $3.61K | 0.00% | −23−51.1% | Reduced |
| Schubert & Co | 23 | $3.77K | 0.00% | −16−41.0% | Reduced |
| Rocky Mountain Advisers, LLC | 27 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 26 | $4.26K | 0.00% | +26 | New |
| Paragon Wealth Strategies, LLC | 30 | $4.94K | 0.01% | +30 | New |
| Tradewinds Capital Management, LLC | 32 | $5.25K | 0.00% | +32 | New |
| WD Rutherford LLC | 35 | $5.74K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 37 | $6.07K | 0.00% | −48−56.5% | Reduced |
| RFP Financial Group LLC | 37 | $6.07K | 0.00% | +37 | New |
| Delta Asset Management LLC | 40 | $6.56K | 0.00% | +40 | New |
| JNBA Financial Advisors | 43 | $7.05K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 44 | $7.22K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 44 | $7.22K | 0.00% | +44 | New |
| Quarry LP | 46 | $7.54K | 0.01% | +46 | New |
| Glass Jacobson Investment Advisors llc | 50 | $8.20K | 0.00% | +50 | New |
| Raffa Wealth Management, LLC | 51 | $8.37K | 0.00% | −7−12.1% | Reduced |
| Abound Wealth Management | 54 | $8.88K | 0.00% | −49−47.6% | Reduced |
| Avion Wealth | 71 | $9.00K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 55 | $9.02K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 58 | $9.51K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 64 | $10.0K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 58 | $10.0K | 0.01% | +58 | New |
| Core Wealth Advisors, Inc. | 64 | $10.5K | 0.00% | +64 | New |
| Cassady Schiller Wealth Management, LLC | 66 | $10.8K | 0.01% | +66 | New |
| SRS Capital Advisors, Inc. | 67 | $11.0K | 0.00% | −19−22.1% | Reduced |
| Romano Brothers and Company | 67 | $11.0K | 0.00% | +67 | New |
| Cohen & Steers, Inc. | 68 | $11.0K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 69 | $11.3K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 70 | $11.5K | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 72 | $11.8K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 73 | $12.0K | 0.00% | −43−37.1% | Reduced |
| Atlantic Trust, LLC | 75 | $12.0K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 75 | $12.3K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 76 | $12.5K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 79 | $13.0K | 0.01% | +79 | New |
| Worth Asset Management, LLC | 80 | $13.1K | 0.01% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 88 | $14.0K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 91 | $14.9K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 91 | $14.9K | 0.00% | +68+295.7% | Added |
| Laurel Wealth Planning LLC | 95 | $15.6K | 0.01% | 00.0% | Unchanged |
| Close Asset Management Ltd | 100 | $16.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 100 | $16.4K | 0.00% | −33−24.8% | Reduced |
| CNB Bank | 100 | $16.4K | 0.01% | −4−3.8% | Reduced |
| Seldon Capital LP | 102 | $16.7K | 0.01% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 106 | $17.4K | 0.00% | 00.0% | Unchanged |
| MinichMacGregor Wealth Management, LLC | 109 | $17.9K | 0.01% | +109 | New |
| Bank of New Hampshire | 110 | $18.0K | 0.01% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 110 | $18.0K | 0.02% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 113 | $18.5K | 0.00% | +113 | New |
| Credential Qtrade Securities Inc. | 114 | $18.7K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 115 | $18.9K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 113 | $19.0K | 0.01% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 123 | $20.2K | 0.03% | 00.0% | Unchanged |
| West Branch Capital LLC | 127 | $20.8K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 128 | $21.0K | 0.01% | +56+77.8% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 130 | $21.0K | 0.03% | +77+145.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 133 | $21.9K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 134 | $21.9K | 0.02% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 135 | $22.0K | 0.01% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 139 | $22.0K | 0.02% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 137 | $22.0K | 0.01% | +137 | New |
| Clean Yield Group | 140 | $23.0K | 0.01% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 141 | $23.0K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 142 | $23.3K | 0.01% | −72−33.6% | Reduced |
| Princeton Global Asset Management LLC | 146 | $24.0K | 0.01% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 150 | $24.6K | 0.01% | +150 | New |
| State of Wyoming | 152 | $24.9K | 0.01% | −631−80.6% | Reduced |
| GeoWealth Management, LLC | 155 | $25.0K | 0.00% | −31−16.7% | Reduced |
| Plante Moran Financial Advisors, LLC | 155 | $25.4K | 0.00% | −92−37.2% | Reduced |
| Piscataqua Savings Bank | 157 | $25.8K | 0.02% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 158 | $25.9K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 161 | $26.0K | 0.01% | +1+0.6% | Added |