| Sugarloaf Wealth Management, LLC | 1 | $341 | 0.00% | −1−50.0% | Reduced |
| Tfo-TDC, LLC | 5 | $426 | 0.00% | +5 | New |
| Coppell Advisory Solutions LLC | 2 | $663 | 0.00% | +2 | New |
| Coppell Advisory Solutions Corp. | 2 | $663 | 0.00% | +2 | New |
| Kozak & Associates, Inc. | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 4 | $1.00K | 0.00% | +4 | New |
| Tucker Asset Management LLC | 4 | $1.32K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 4 | $1.32K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 5 | $1.66K | 0.00% | +5 | New |
| Ruedi Wealth Management, Inc. | 5 | $1.66K | 0.00% | +5 | New |
| True Wealth Design, LLC | 5 | $1.66K | 0.00% | +5 | New |
| GoalVest Advisory LLC | 6 | $1.99K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 7 | $2.00K | 0.01% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 6 | $2.00K | 0.00% | +6 | New |
| Financial Perspectives, Inc | 6 | $2.02K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 331 | $2.06K | 0.02% | −5,209−94.0% | Reduced |
| NewSquare Capital LLC | 7 | $2.32K | 0.00% | −4−36.4% | Reduced |
| Kelly Lawrence W & Associates Inc | 8 | $2.65K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 8 | $2.65K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 8 | $2.65K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 8 | $2.74K | 0.00% | +8 | New |
| Cranbrook Wealth Management, LLC | 9 | $2.87K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 9 | $2.98K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 9 | $2.98K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 11 | $3.00K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 10 | $3.31K | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 10 | $3.31K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 11 | $3.65K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 11 | $3.65K | 0.00% | +11 | New |
| Trifecta Capital Advisors, LLC | 11 | $3.65K | 0.00% | +11 | New |
| Kayne Anderson Rudnick Investment Management LLC | 12 | $3.98K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 13 | $4.31K | 0.00% | −9−40.9% | Reduced |
| New Millennium Group LLC | 13 | $4.31K | 0.00% | +13 | New |
| Clear Perspectives Financial Planning, LLC | 15 | $4.97K | 0.00% | 00.0% | Unchanged |
| Lansing Street Advisors | 15 | $4.97K | 0.00% | +13+650.0% | Added |
| Pflug Koory, LLC | 15 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 16 | $5.30K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 16 | $5.30K | 0.00% | +16 | New |
| McElhenny Sheffield Capital Management, LLC | 16 | $5.30K | 0.00% | +16 | New |
| Raleigh Capital Management Inc. | 16 | $5.32K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 17 | $5.63K | 0.00% | −152−89.9% | Reduced |
| Lumature Wealth Partners, LLC | 17 | $5.63K | 0.00% | 00.0% | Unchanged |
| BBJS Financial Advisors, LLC | 17 | $5.63K | 0.00% | +17 | New |
| Farmers & Merchants Investments Inc | 18 | $5.96K | 0.00% | 00.0% | Unchanged |
| First National Bank of South Miami | 18 | $6.00K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 18 | $6.00K | 0.01% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 19 | $6.00K | 0.00% | 00.0% | Unchanged |
| Morgan Dempsey Capital Management LLC | 20 | $6.63K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 20 | $6.63K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 20 | $6.63K | 0.00% | +20 | New |
| Core Wealth Advisors, Inc. | 22 | $7.29K | 0.00% | +22 | New |
| TD Capital Management LLC | 23 | $7.62K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 24 | $7.98K | 0.00% | +6+33.3% | Added |
| Bangor Savings Bank | 25 | $8.00K | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 24 | $8.00K | 0.01% | +24 | New |
| Riggs Asset Managment Co. Inc. | 25 | $8.28K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 26 | $8.46K | 0.01% | +26 | New |
| SJS Investment Consulting Inc. | 26 | $8.62K | 0.00% | +10+62.5% | Added |
| Madden Securities Corp | 26 | $8.62K | 0.00% | +26 | New |
| Cornerstone Planning Group LLC | 28 | $8.70K | 0.00% | +28 | New |
| Pinnacle Financial Partners Inc | 27 | $8.95K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 27 | $8.95K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 34 | $11.3K | 0.01% | +34 | New |
| Distillate Capital Partners LLC | 35 | $11.6K | 1.08% | −36,664−99.9% | Reduced |
| West Financial Advisors, LLC | 35 | $11.6K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 36 | $11.9K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 36 | $11.9K | 0.01% | +36 | New |
| New Hampshire Trust | 36 | $11.9K | 0.00% | +36 | New |
| Horan Securities, Inc. | 37 | $12.3K | 0.01% | +37 | New |
| Rise Advisors, LLC | 38 | $12.7K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 40 | $13.3K | 0.00% | 00.0% | Unchanged |
| Paragon Wealth Strategies, LLC | 43 | $14.3K | 0.02% | +35+437.5% | Added |
| Arrow Financial Corp | 44 | $15.0K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 44 | $15.0K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 46 | $15.0K | 0.01% | +46 | New |
| Schubert & Co | 46 | $15.2K | 0.01% | −1−2.1% | Reduced |
| Cedar Mountain Advisors, LLC | 47 | $15.6K | 0.00% | −23−32.9% | Reduced |
| My Personal CFO, LLC | 48 | $15.9K | 0.02% | +48 | New |
| SRS Capital Advisors, Inc. | 48 | $15.9K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 342 | $16.0K | 0.00% | +299+695.3% | Added |
| Tortoise Investment Management, LLC | 49 | $16.2K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 59 | $16.4K | 0.00% | 00.0% | Unchanged |
| Rock Creek Group, LP | 50 | $16.6K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 50 | $16.6K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 51 | $16.9K | 0.01% | +51 | New |
| Pension & Wealth Management Advisors, Inc. | 51 | $16.9K | 0.01% | +51 | New |
| Bogart Wealth, LLC | 51 | $16.9K | 0.00% | +7+15.9% | Added |
| Birch Capital Management, LLC | 52 | $17.2K | 0.01% | 00.0% | Unchanged |
| Kraematon Investment Advisors, Inc | 53 | $17.6K | 0.02% | +53 | New |
| Eagle Bay Advisors LLC | 58 | $19.2K | 0.01% | −269−82.3% | Reduced |
| EWG Elevate Inc. | 59 | $19.5K | 0.01% | +59 | New |
| Plante Moran Financial Advisors, LLC | 62 | $20.5K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 63 | $20.9K | 0.01% | +30+90.9% | Added |
| Jackson, Grant Investment Advisers, Inc. | 64 | $21.2K | 0.01% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 65 | $21.5K | 0.00% | +65 | New |
| Sound Income Strategies, LLC | 66 | $21.9K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 68 | $22.5K | 0.02% | +68 | New |
| Kempen Capital Management N.V. | 69 | $22.9K | 0.00% | −20−22.5% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 69 | $22.9K | 0.01% | +38+122.6% | Added |