| USA Financial Portformulas Corp | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 2 | $1.00K | 0.03% | 00.0% | Unchanged |
| First Bank & Trust | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wallington Asset Management, LLC | 2 | $1.00K | 0.00% | +2 | New |
| Certified Advisory Corp | 3 | $1.00K | 0.00% | +3 | New |
| Filbrandt Wealth Management, LLC | 2 | $1.00K | 0.00% | +2 | New |
| WestEnd Advisors, LLC | – | $1.45K | 0.00% | – | – |
| Halpern Financial, Inc. | 4 | $1.94K | 0.00% | +4 | New |
| Lloyd Advisory Services, LLC. | 5 | $2.00K | 0.00% | −10−66.7% | Reduced |
| Pacific Center for Financial Services | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Red Cedar Capital, LLC | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 5 | $2.00K | 0.00% | +5 | New |
| First Command Advisory Services, Inc. | 5 | $2.00K | 0.00% | +5 | New |
| Sierra Capital LLC | 7 | $3.00K | 0.00% | −1−12.5% | Reduced |
| Laurel Wealth Advisors LLC | 7 | $3.00K | 0.00% | 00.0% | Unchanged |
| Corsicana & Co. | 7 | $3.00K | 0.00% | 00.0% | Unchanged |
| Corbenic Partners LLC | 7 | $3.00K | 0.00% | +7 | New |
| Avion Wealth | 6 | $3.00K | 0.00% | +6 | New |
| CNB Bank | 9 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 9 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 8 | $4.00K | 0.00% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 9 | $4.00K | 0.00% | +4+80.0% | Added |
| Eukles Asset Management | 10 | $5.00K | 0.00% | 00.0% | Unchanged |
| Trust Co | 10 | $5.00K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 11 | $5.00K | 0.00% | 00.0% | Unchanged |
| RPG Investment Advisory, LLC | 10 | $5.00K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 11 | $5.00K | 0.00% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 10 | $5.00K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 11 | $5.00K | 0.00% | +11 | New |
| Kelly Financial Services LLC | 12 | $5.85K | 0.00% | −5,701−99.8% | Reduced |
| Edge Wealth Management LLC | 15 | $7.00K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 14 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 14 | $7.00K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 14 | $7.00K | 0.00% | +14 | New |
| McCarthy Grittinger Financial Group, LLC | 15 | $7.27K | 0.00% | +15 | New |
| Wealthstreet Investment Advisors, LLC | 19 | $9.00K | 0.25% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 19 | $9.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 17 | $9.00K | 0.00% | −1−5.6% | Reduced |
| JNBA Financial Advisors | 20 | $10.0K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 20 | $10.0K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 22 | $11.0K | 0.00% | −6−21.4% | Reduced |
| Charter Oak Capital Management, LLC | 25 | $12.0K | 0.00% | −1−3.8% | Reduced |
| Herold Advisors, Inc. | 25 | $12.0K | 0.00% | +25 | New |
| Cascade Investment Advisors, Inc. | 25 | $12.1K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 27 | $13.0K | 0.01% | +2+8.0% | Added |
| Lowe Wealth Advisors, LLC | 30 | $14.0K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 30 | $15.0K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 33 | $16.0K | 0.00% | −1−2.9% | Reduced |
| Larson Financial Group LLC | 32 | $16.0K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 33 | $16.0K | 0.01% | +1+3.1% | Added |
| First PREMIER Bank | 35 | $17.0K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 35 | $17.0K | 0.01% | 00.0% | Unchanged |
| Resolute Partners Group | 38 | $18.0K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 37 | $18.0K | 0.01% | +37 | New |
| Focused Wealth Management, Inc | 40 | $19.0K | 0.00% | +7+21.2% | Added |
| Ade, LLC | 42 | $20.0K | 0.02% | −80−65.6% | Reduced |
| IMA Wealth, Inc. | 42 | $20.0K | 0.00% | 00.0% | Unchanged |
| Norway Savings Bank | 41 | $20.0K | 0.01% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 42 | $20.0K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 41 | $20.1K | 0.01% | 00.0% | Unchanged |
| Old North State Trust, LLC | 45 | $22.0K | 0.02% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 45 | $22.0K | 0.02% | +20+80.0% | Added |
| TD Capital Management LLC | 48 | $23.0K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 50 | $24.0K | 0.01% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 49 | $24.0K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 49 | $24.0K | 0.01% | +30+157.9% | Added |
| TSFG, LLC | 52 | $25.0K | 0.01% | +1+2.0% | Added |
| Investors Research Corp | 51 | $25.0K | 0.01% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 52 | $25.0K | 0.01% | +15+40.5% | Added |
| Retirement Group, LLC | 133 | $25.0K | 0.01% | +102+329.0% | Added |
| Mascoma Wealth Management LLC | 52 | $25.0K | 0.01% | +52 | New |
| Thomas J. Herzfeld Advisors, Inc. | 53 | $26.0K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 56 | $27.0K | 0.01% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 55 | $27.0K | 0.01% | +55 | New |
| D'Orazio & Associates, Inc. | 57 | $28.0K | 0.01% | +57 | New |
| Raffa Wealth Management, LLC | 58 | $28.1K | 0.01% | 00.0% | Unchanged |
| Advocacy Wealth Management Services, LLC | 61 | $30.0K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 65 | $32.0K | 0.01% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 65 | $32.0K | 0.02% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 66 | $32.0K | 0.01% | +4+6.5% | Added |
| HBC Financial Services, PLLC | 65 | $32.0K | 0.02% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 66 | $32.0K | 0.00% | +10+17.9% | Added |
| Liberty Wealth Management LLC | 65 | $32.0K | 0.01% | +14+27.5% | Added |
| Bedel Financial Consulting, Inc. | 69 | $33.0K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 70 | $34.0K | 0.00% | −4−5.4% | Reduced |
| Carmichael Hill & Associates, Inc. | 70 | $34.0K | 0.02% | 00.0% | Unchanged |
| Clean Yield Group | 73 | $35.0K | 0.01% | +36+97.3% | Added |
| Dividend Assets Capital, LLC | 75 | $36.0K | 0.01% | 00.0% | Unchanged |
| AGF Investments LLC | 75 | $36.0K | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Wealth Management Ltd | 76 | $36.9K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 76 | $37.0K | 0.01% | +41+117.1% | Added |
| Meridian Wealth Partners, LLC | 76 | $37.0K | 0.01% | +76 | New |
| North Star Investment Management Corp. | 79 | $39.0K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 81 | $39.3K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 85 | $41.0K | 0.01% | −20−19.0% | Reduced |
| Sage Private Wealth Group, LLC | 85 | $41.0K | 0.06% | 00.0% | Unchanged |
| CVA Family Office, LLC | 116 | $42.0K | 0.03% | −368−76.0% | Reduced |
| Spectrum Management Group, LLC | 87 | $42.0K | 0.01% | +50+135.1% | Added |