| Jones Financial Companies LLLP | 1 | $0 | 0.00% | −59−98.3% | Reduced |
| Lee Financial Co | 3 | $566 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 3 | $566 | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 3 | $566 | 0.00% | +3 | New |
| First Financial Corp | 4 | $754 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 4 | $754 | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 4,195 | $791 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 9 | $957 | 0.00% | +9 | New |
| Neo Ivy Capital Management | 6 | $1.00K | 0.00% | −349−98.3% | Reduced |
| ICA Group Wealth Management, LLC | 6 | $1.13K | 0.00% | −1,556−99.6% | Reduced |
| Longfellow Investment Management Co LLC | 6 | $1.13K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 7 | $1.32K | 0.00% | −12−63.2% | Reduced |
| Newbridge Financial Services Group, Inc. | 7 | $1.32K | 0.00% | 00.0% | Unchanged |
| My Personal CFO, LLC | 7 | $1.32K | 0.00% | +7 | New |
| MinichMacGregor Wealth Management, LLC | 9 | $1.70K | 0.00% | +9 | New |
| Bogart Wealth, LLC | 9 | $1.70K | 0.00% | +4+80.0% | Added |
| Concord Wealth Partners | 9 | $1.70K | 0.00% | +9 | New |
| Albion Financial Group | 10 | $1.89K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 10 | $1.89K | 0.00% | +6+150.0% | Added |
| Fiduciary Alliance LLC | 10 | $1.89K | 0.00% | +10 | New |
| Capital Advisors, Ltd. LLC | 10 | $2.00K | 0.00% | −2−16.7% | Reduced |
| EWG Elevate Inc. | 11 | $2.07K | 0.00% | +11 | New |
| C M Bidwell & Associates Ltd | 12 | $2.26K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 14 | $2.64K | 0.00% | −34−70.8% | Reduced |
| Adirondack Trust Co | 15 | $2.83K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 16 | $3.00K | 0.00% | +16 | New |
| Lazard Asset Management LLC | 17 | $3.00K | 0.00% | +17 | New |
| Abound Wealth Management | 17 | $3.21K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 18 | $3.39K | 0.00% | −5,324−99.7% | Reduced |
| Sugarloaf Wealth Management, LLC | 19 | $3.58K | 0.00% | +19 | New |
| Western Pacific Wealth Management, LP | 20 | $3.77K | 0.00% | +20 | New |
| Solstein Capital, LLC | 20 | $3.77K | 0.00% | −268−93.1% | Reduced |
| SJS Investment Consulting Inc. | 20 | $3.77K | 0.00% | +11+122.2% | Added |
| MCF Advisors LLC | 21 | $3.96K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 21 | $3.96K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 21 | $3.96K | 0.00% | +21 | New |
| Vigilant Capital Management, LLC | 20 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 189 | $4.33K | 0.05% | −1,008−84.2% | Reduced |
| Dark Forest Capital Management LP | 23 | $4.34K | 0.00% | +19+475.0% | Added |
| Raffa Wealth Management, LLC | 26 | $4.90K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 28 | $5.00K | 0.00% | −800−96.6% | Reduced |
| Financial Management Professionals, Inc. | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 27 | $5.07K | 0.00% | −2−6.9% | Reduced |
| Sutton Wealth Advisors Inc. | 27 | $5.09K | 0.00% | 00.0% | Unchanged |
| Paragon Wealth Strategies, LLC | 30 | $5.72K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 31 | $5.84K | 0.00% | +31 | New |
| Tyler-Stone Wealth Management | 30 | $6.00K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 33 | $6.22K | 0.00% | +33 | New |
| CVA Family Office, LLC | 35 | $6.60K | 0.00% | +15+75.0% | Added |
| CoreCap Advisors, LLC | 36 | $6.79K | 0.00% | +36 | New |
| Westside Investment Management, Inc. | 39 | $7.00K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 40 | $7.54K | 0.00% | +40 | New |
| Gradient Investments LLC | 40 | $7.59K | 0.00% | −43−51.8% | Reduced |
| RWM Asset Management, LLC | 41 | $7.73K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 41 | $7.73K | 0.00% | +34+485.7% | Added |
| Moisand Fitzgerald Tamayo, LLC | 42 | $7.92K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 43 | $8.11K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 44 | $8.30K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 44 | $8.30K | 0.00% | +14+46.7% | Added |
| Truvestments Capital LLC | 49 | $9.24K | 0.01% | +49 | New |
| Bell Investment Advisors, Inc | 51 | $9.62K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 55 | $10.4K | 0.01% | 00.0% | Unchanged |
| Core Alternative Capital | 64 | $12.1K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 66 | $12.4K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 67 | $12.6K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 67 | $12.6K | 0.00% | +67 | New |
| Larson Financial Group LLC | 69 | $13.0K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 74 | $14.0K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 80 | $15.1K | 0.00% | +80 | New |
| Schubert & Co | 81 | $15.3K | 0.01% | −2−2.4% | Reduced |
| Colonial Trust Co | 85 | $16.2K | 0.00% | −5−5.6% | Reduced |
| TCI Wealth Advisors, Inc. | 86 | $16.2K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 88 | $16.6K | 0.01% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 92 | $17.3K | 0.00% | +92 | New |
| Farther Finance Advisors, LLC | 102 | $19.2K | 0.01% | +102 | New |
| Ogorek Anthony Joseph | 109 | $20.0K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 109 | $20.6K | 0.00% | +40+58.0% | Added |
| Leelyn Smith, LLC | 110 | $20.7K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 111 | $20.9K | 0.00% | +4+3.7% | Added |
| Hexagon Capital Partners LLC | 112 | $21.1K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 115 | $21.7K | 0.00% | −2−1.7% | Reduced |
| Baystate Wealth Management LLC | 116 | $22.0K | 0.00% | +1+0.9% | Added |
| JFS Wealth Advisors, LLC | 118 | $22.2K | 0.00% | +1+0.9% | Added |
| Sandy Spring Bank | 119 | $22.4K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 121 | $22.8K | 0.01% | −22−15.4% | Reduced |
| Farmers & Merchants Investments Inc | 127 | $23.9K | 0.00% | +4+3.3% | Added |
| Glen Eagle Advisors, LLC | 130 | $24.5K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 133 | $25.1K | 0.00% | +133 | New |
| Logan Capital Management Inc | 140 | $26.4K | 0.00% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 142 | $26.8K | 0.01% | +142 | New |
| Hallmark Capital Management Inc | 143 | $27.0K | 0.00% | 00.0% | Unchanged |
| City State Bank | 150 | $28.0K | 0.02% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 152 | $28.7K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 156 | $29.4K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 160 | $30.2K | 0.01% | −26−14.0% | Reduced |
| Stuart Chaussee & Associates, Inc. | 162 | $30.5K | 0.01% | 00.0% | Unchanged |
| Affiance Financial, LLC | 170 | $32.1K | 0.01% | +170 | New |
| BDO Wealth Advisors, LLC | 182 | $34.3K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 183 | $35.0K | 0.01% | 00.0% | Unchanged |
| Hanseatic Management Services Inc | 190 | $36.0K | 0.09% | +190 | New |
