| Spartan Planning & Wealth Management | 4 | $0 | 0.00% | −5,968−99.9% | Reduced |
| LFA - Lugano Financial Advisors SA | 2 | $0 | 0.00% | +1+100.0% | Added |
| Resolute Partners Group | 2 | $0 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 20 | $1.00K | 0.00% | −171−89.5% | Reduced |
| Bourgeon Capital Management LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 32 | $1.00K | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 28 | $1.18K | 1.08% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 37 | $1.58K | 0.00% | – | – |
| Copeland Capital Management, LLC | 52 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 54 | $2.00K | 0.00% | 00.0% | Unchanged |
| Performa Ltd (US), LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Karlinski Andrew C | 37 | $2.00K | 0.00% | −20−35.1% | Reduced |
| Gs Investments, Inc. | 38 | $2.00K | 0.00% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| Certified Advisory Corp | 78 | $3.00K | 0.00% | −4,533−98.3% | Reduced |
| Riggs Asset Managment Co. Inc. | 82 | $3.00K | 0.00% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 81 | $3.00K | 0.00% | +81 | New |
| Bradley & Co. Private Wealth Management, LLC | 65 | $3.00K | 0.00% | +65 | New |
| Cranbrook Wealth Management, LLC | 100 | $4.00K | 0.00% | −342−77.4% | Reduced |
| AlphaMark Advisors, LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Danda Trouve Investment Management, Inc. | 100 | $4.00K | 0.01% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 123 | $5.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 128 | $5.00K | 0.01% | +11+9.4% | Added |
| Spectrum Management Group, LLC | 133 | $6.00K | 0.00% | −179−57.4% | Reduced |
| Tfo-TDC, LLC | 157 | $7.00K | 0.00% | −1,057−87.1% | Reduced |
| Ogorek Anthony Joseph | 170 | $7.00K | 0.00% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 157 | $7.00K | 0.00% | +157 | New |
| Morton Brown Family Wealth, LLC | 159 | $7.00K | 0.01% | +159 | New |
| Ritter Daniher Financial Advisory LLC | 166 | $7.00K | 0.00% | +166 | New |
| Kessler Investment Group, LLC | 193 | $8.00K | 0.01% | −22,286−99.1% | Reduced |
| Hillsdale Investment Management Inc. | 180 | $8.00K | 0.00% | −462−72.0% | Reduced |
| Bellwether Advisors, LLC | 188 | $8.00K | 0.00% | −165−46.7% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 219 | $9.00K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 208 | $9.00K | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 200 | $9.00K | 0.01% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 225 | $10.0K | 0.01% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 261 | $11.0K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 258 | $11.0K | 0.00% | −54−17.3% | Reduced |
| Advanced Research Investment Solutions, LLC | 270 | $12.0K | 0.01% | −275−50.5% | Reduced |
| Activest Wealth Management | 286 | $12.0K | 0.01% | 00.0% | Unchanged |
| Interactive Financial Advisors | 300 | $13.0K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 302 | $13.0K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 301 | $13.0K | 0.01% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 300 | $13.0K | 0.01% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 300 | $13.0K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 380 | $16.0K | 0.02% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 375 | $16.0K | 0.01% | 00.0% | Unchanged |
| John W. Brooker & Co., CPAs | 400 | $17.0K | 0.01% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 426 | $18.0K | 0.01% | −1,002−70.2% | Reduced |
| Costello Asset Management, INC | 420 | $18.0K | 0.02% | +20+5.0% | Added |
| Ulland Investment Advisors, LLC | 450 | $19.0K | 0.02% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 471 | $20.0K | 0.01% | −874−65.0% | Reduced |
| Stuart Chaussee & Associates, Inc. | 500 | $21.0K | 0.05% | −166−24.9% | Reduced |
| Tower View Investment Management & Research LLC | 500 | $21.0K | 0.02% | 00.0% | Unchanged |
| Tacita Capital Inc | 530 | $23.0K | 0.02% | 00.0% | Unchanged |
| Win Advisors, Inc | 538 | $23.0K | 0.05% | +196+57.3% | Added |
| RE Dickinson Investment Advisors, LLC | 636 | $24.0K | 0.02% | 00.0% | Unchanged |
| Syverson Strege & Co | 591 | $25.0K | 0.01% | +241+68.9% | Added |
| Cohen & Steers, Inc. | 615 | $26.0K | 0.00% | −108−14.9% | Reduced |
| Level Financial Advisors, Inc. | 619 | $26.0K | 0.02% | 00.0% | Unchanged |
| O'Dell Group, LLC | 626 | $27.0K | 0.01% | −170−21.4% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 631 | $27.0K | 0.03% | +4+0.6% | Added |
| Strategic Asset Management, LLC | 653 | $28.0K | 0.04% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 655 | $28.0K | 0.02% | +502+328.1% | Added |
| Johnson Midwest Financial, LLC | 678 | $29.0K | 0.04% | +444+189.7% | Added |
| Goodwin Investment Advisory | 700 | $29.8K | 0.02% | 00.0% | Unchanged |
| Emerald Advisers, LLC | 710 | $30.0K | 0.00% | +5+0.7% | Added |
| Advocacy Wealth Management Services, LLC | 729 | $31.0K | 0.00% | +26+3.7% | Added |
| IAG Wealth Partners, LLC | 740 | $32.0K | 0.01% | 00.0% | Unchanged |
| Red Cedar Capital, LLC | 766 | $33.0K | 0.02% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 785 | $33.0K | 0.03% | +4+0.5% | Added |
| Steward Financial Group LLC | 788 | $33.0K | 0.03% | +261+49.5% | Added |
| Bromfield Sneider Wealth Advisors | 800 | $34.0K | 0.04% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 559 | $35.0K | 0.01% | −400−41.7% | Reduced |
| Surevest, LLC | 821 | $35.0K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 810 | $35.0K | 0.01% | +500+161.3% | Added |
| Beaird Harris Wealth Management, LLC | 813 | $35.0K | 0.01% | +505+164.0% | Added |
| Credential Qtrade Securities Inc. | 829 | $35.3K | 0.00% | +81+10.8% | Added |
| Cornerstone Management, Inc. | 837 | $35.7K | 0.01% | 00.0% | Unchanged |
| Monolith Advisors | 848 | $36.0K | 0.04% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 896 | $38.0K | 0.03% | −3−0.3% | Reduced |
| Halpern Financial, Inc. | 909 | $38.8K | 0.02% | +95+11.7% | Added |
| Harding Loevner LP | 907 | $39.0K | 0.00% | 00.0% | Unchanged |
| James Investment Research Inc | 973 | $41.0K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 965 | $41.0K | 0.01% | 00.0% | Unchanged |
| Life Planning Partners, Inc | 963 | $41.0K | 0.05% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 964 | $41.0K | 0.04% | +159+19.8% | Added |
| Kelly Financial Services LLC | 964 | $41.1K | 0.02% | −100−9.4% | Reduced |
| JCIC Asset Management Inc. | 1,040 | $44.0K | 0.02% | 00.0% | Unchanged |
| Lake Point Wealth Management | 1,096 | $47.0K | 0.03% | +5+0.5% | Added |
| Lansing Street Advisors | 1,110 | $47.0K | 0.04% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1,105 | $47.1K | 0.02% | +34+3.2% | Added |
| Estate Counselors, LLC | 1,167 | $49.0K | 0.01% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 1,173 | $50.0K | 0.01% | +1,173 | New |
| Arcadia Investment Management Corp | 1,205 | $51.0K | 0.01% | 00.0% | Unchanged |
| Urban Wealth Management, LLC | 1,198 | $51.0K | 0.17% | +1,198 | New |
| Fairfield Financial Advisors, LTD | 1,198 | $51.1K | 0.02% | −134−10.1% | Reduced |
| Delos Wealth Advisors, LLC | 1,222 | $52.0K | 0.06% | −100−7.6% | Reduced |
| Front Row Advisors LLC | 1,243 | $53.0K | 0.03% | +61+5.2% | Added |