| Spartan Planning & Wealth Management | 2 | $0 | 0.00% | −1,308−99.8% | Reduced |
| Dark Forest Capital Management LP | 3 | $0 | 0.00% | −131−97.8% | Reduced |
| SOA Wealth Advisors, LLC. | 5 | $0 | 0.00% | −6−54.5% | Reduced |
| Trust Co of Vermont | 1 | $0 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | 2 | $300 | 0.00% | – | – |
| Financial Synergies Wealth Advisors, Inc. | 2 | $301 | 0.00% | +2 | New |
| PEAK6 Investments LLC | 3 | $589 | 0.00% | +3 | New |
| Global Wealth Management Investment Advisory, Inc. | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 4 | $1.00K | 0.00% | +4 | New |
| Wolff Wiese Magana LLC | 5 | $1.00K | 0.00% | +5 | New |
| Oliver Lagore Vanvalin Investment Group | 4 | $1.00K | 0.00% | +4 | New |
| Morton Brown Family Wealth, LLC | 4 | $1.00K | 0.00% | +4 | New |
| Hantz Financial Services, Inc. | 10 | $2.00K | 0.00% | −50−83.3% | Reduced |
| HM Payson & Co | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 15 | $2.00K | 0.00% | +3+25.0% | Added |
| MCF Advisors LLC | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 14 | $2.00K | 0.00% | +1+7.7% | Added |
| Bellwether Advisors, LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Curi Capital | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 11 | $2.00K | 0.00% | +11 | New |
| Davidson Capital Management Inc. | 14 | $2.00K | 0.00% | +14 | New |
| Ranger Investment Management, L.P. | 22 | $3.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 19 | $3.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 21 | $3.00K | 0.00% | +5+31.3% | Added |
| Versant Capital Management, Inc | 18 | $3.00K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 14 | $3.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 20 | $3.00K | 0.00% | +5+33.3% | Added |
| Schubert & Co | 21 | $3.00K | 0.00% | +10+90.9% | Added |
| Fairfield, Bush & Co. | 17 | $3.00K | 0.00% | +17 | New |
| Investors Research Corp | 23 | $3.00K | 0.00% | +23 | New |
| Steward Financial Group LLC | 24 | $3.00K | 0.00% | +24 | New |
| CVA Family Office, LLC | 25 | $4.00K | 0.00% | −135−84.4% | Reduced |
| Sutton Wealth Advisors Inc. | 30 | $4.50K | 0.00% | +17+130.8% | Added |
| Ci Investments Inc. | 34 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 30 | $5.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 34 | $5.00K | 0.00% | +10+41.7% | Added |
| Sargent Bickham Lagudis LLC | 30 | $5.00K | 0.00% | +30 | New |
| Enterprise Trust & Investment Co | 35 | $5.00K | 0.00% | +35 | New |
| Lake Point Wealth Management | 40 | $6.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 39 | $6.00K | 0.00% | +2+5.4% | Added |
| Hartford Financial Management Inc. | 37 | $6.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 44 | $6.60K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 48 | $7.00K | 0.00% | +21+77.8% | Added |
| Tfo-TDC, LLC | 48 | $7.00K | 0.00% | +48 | New |
| Harbor Investment Advisory, LLC | 54 | $8.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 56 | $8.00K | 0.00% | +4+7.7% | Added |
| Pittenger & Anderson Inc | 54 | $8.00K | 0.00% | +42+350.0% | Added |
| Better Money Decisions, LLC | 56 | $8.00K | 0.01% | +56 | New |
| Corbenic Partners LLC | 62 | $9.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 58 | $9.00K | 0.00% | +58 | New |
| Neo Ivy Capital Management | 70 | $10.0K | 0.03% | −354−83.5% | Reduced |
| Evoke Wealth, LLC | 68 | $10.0K | 0.00% | −14−17.1% | Reduced |
| Professional Financial Advisors, LLC | 64 | $10.0K | 0.01% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 69 | $10.0K | 0.00% | +69 | New |
| Concord Wealth Partners | 75 | $11.0K | 0.00% | −1,281−94.5% | Reduced |
| MUFG Americas Holdings Corp | 71 | $11.0K | 0.00% | −1,068−93.8% | Reduced |
| BDO Wealth Advisors, LLC | 75 | $11.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 74 | $11.0K | 0.01% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 78 | $12.0K | 0.00% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 80 | $12.0K | 0.01% | +80 | New |
| AdvisorNet Financial, Inc | 95 | $14.0K | 0.00% | +74+352.4% | Added |
| Alaska Permanent Fund Corp | 103 | $15.0K | 0.00% | −306−74.8% | Reduced |
| South State Corp. | 100 | $15.0K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 100 | $15.0K | 0.01% | 00.0% | Unchanged |
| Core Alternative Capital | 99 | $15.0K | 0.00% | +21+26.9% | Added |
| Crewe Advisors LLC | 97 | $15.0K | 0.00% | +97 | New |
| AGF Investments LLC | 111 | $17.0K | 0.00% | −1,818−94.2% | Reduced |
| Prestige Wealth Management Group LLC | 113 | $17.0K | 0.00% | +14+14.1% | Added |
| Financial Management Professionals, Inc. | 123 | $18.0K | 0.00% | +72+141.2% | Added |
| Leonteq Securities AG | 134 | $20.1K | 0.00% | +97+262.2% | Added |
| Earnest Partners LLC | 148 | $22.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 147 | $22.0K | 0.00% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 148 | $22.2K | 0.00% | +148 | New |
| Clearview Wealth Advisors LLC | 155 | $23.0K | 0.02% | −5−3.1% | Reduced |
| Compagnie Lombard Odier SCmA | 152 | $23.0K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 175 | $26.0K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 179 | $27.0K | 0.00% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 191 | $29.0K | 0.00% | +191 | New |
| Vigilant Capital Management, LLC | 200 | $30.0K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 200 | $30.0K | 0.01% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 194 | $30.0K | 0.03% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 176 | $30.0K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 205 | $31.0K | 0.00% | +19+10.2% | Added |
| MV Capital Management, Inc. | 216 | $32.0K | 0.01% | +28+14.9% | Added |
| Plante Moran Financial Advisors, LLC | 216 | $32.0K | 0.01% | +42+24.1% | Added |
| Catalyst Capital Advisors LLC | 221 | $33.0K | 0.00% | −15,447−98.6% | Reduced |
| Private Trust Co NA | 230 | $35.0K | 0.01% | +230 | New |
| Altshuler Shaham Ltd | 240 | $36.0K | 0.00% | +240 | New |
| GHP Investment Advisors, Inc. | 247 | $37.0K | 0.00% | +177+252.9% | Added |
| Clear Investment Research, LLC | 250 | $38.0K | 0.08% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 261 | $39.0K | 0.00% | +36+16.0% | Added |
| Patriot Financial Group Insurance Agency, LLC | 269 | $40.0K | 0.01% | −26−8.8% | Reduced |