| Bullock Wealth Management Group | 4 | $155 | 0.00% | +1+33.3% | Added |
| Toth Financial Advisory Corp | 7 | $269 | 0.00% | +5+250.0% | Added |
| Berkshire Capital Holdings Inc | 10 | $384 | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 10 | $384 | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 11 | $423 | 0.00% | −62−84.9% | Reduced |
| Financially Speaking Inc | 11 | $423 | 0.00% | 00.0% | Unchanged |
| Align Financial, LLC | 12 | $461 | 0.00% | −187−94.0% | Reduced |
| Duncker Streett & Co Inc | 15 | $576 | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 15 | $576 | 0.00% | +15 | New |
| Chelsea Counsel Co | 15 | $577 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 19 | $730 | 0.00% | +19 | New |
| Creative Financial Designs Inc | 20 | $768 | 0.00% | −175−89.7% | Reduced |
| Murphy & Mullick Capital Management Corp | 20 | $768 | 0.00% | +20 | New |
| Robbins Farley LLC | 23 | $884 | 0.00% | +14+155.6% | Added |
| Frazier Financial Advisors, LLC | 23 | $884 | 0.00% | +23 | New |
| Clarity Asset Management, Inc. | 28 | $1.06K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 29 | $1.11K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 29 | $1.11K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 30 | $1.15K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 31 | $1.20K | 0.00% | 00.0% | Unchanged |
| Leo H. Evart, Inc. | 33 | $1.27K | 0.00% | +33 | New |
| Rialto Wealth Management, LLC | 35 | $1.34K | 0.00% | +24+218.2% | Added |
| SIMA Wealth Partners, LLC | 41 | $1.58K | 0.00% | +41 | New |
| CBIZ Investment Advisory Services, LLC | 50 | $1.92K | 0.00% | +20+66.7% | Added |
| Networth Advisors, LLC | 51 | $1.96K | 0.00% | +14+37.8% | Added |
| First PREMIER Bank | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 63 | $2.42K | 0.00% | −218−77.6% | Reduced |
| Natixis | 64 | $2.46K | 0.00% | −381−85.6% | Reduced |
| Sunrise Financial Services, LLC | 64 | $2.46K | 0.00% | +64 | New |
| MV Capital Management, Inc. | 71 | $2.73K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 74 | $2.84K | 0.00% | −575−88.6% | Reduced |
| FMR LLC | 75 | $2.90K | 0.00% | −159−67.9% | Reduced |
| Ravenstone Capital Management Inc. | 80 | $3.07K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 84 | $3.23K | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 90 | $3.46K | 0.00% | +5+5.9% | Added |
| Bear Mountain Capital, Inc. | 84 | $3.63K | 0.00% | 00.0% | Unchanged |
| Collier Financial | 96 | $3.69K | 0.00% | 00.0% | Unchanged |
| TIAA Wealth Investment Management LLC | 100 | $3.77K | 0.00% | +100 | New |
| Minot DeBlois Advisors LLC | 100 | $3.84K | 0.00% | 00.0% | Unchanged |
| Shengqi Capital (Hong Kong) Ltd | 100 | $3.84K | 0.01% | +100 | New |
| Bank of Jackson Hole Trust | 100 | $3.84K | 0.00% | +100 | New |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 100 | $3.84K | 0.00% | +100 | New |
| Lodestone Wealth Management LLC | 101 | $3.88K | 0.00% | 00.0% | Unchanged |
| MSRH, LLC | 102 | $3.92K | 0.00% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 103 | $3.96K | 0.00% | −86−45.5% | Reduced |
| Private Trust Co NA | 125 | $4.80K | 0.00% | +10+8.7% | Added |
| McGuire Capital Advisors Inc | 127 | $4.88K | 0.00% | −48−27.4% | Reduced |
| Hilton Head Capital Partners, LLC | 132 | $5.07K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 132 | $5.07K | 0.00% | +52+65.0% | Added |
| Tradewinds Capital Management, LLC | 137 | $5.26K | 0.00% | +1+0.7% | Added |
| Pension & Wealth Management Advisors, Inc. | 144 | $5.54K | 0.00% | +20+16.1% | Added |
| Quest 10 Wealth Builders, Inc. | 146 | $5.61K | 0.00% | +20+15.9% | Added |
| Alerus Financial NA | 148 | $5.69K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 155 | $5.96K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 156 | $5.99K | 0.00% | +156 | New |
| 1 North Wealth Services LLC | 160 | $6.15K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 161 | $6.19K | 0.00% | 00.0% | Unchanged |
| Walsh & Associates, LLC | 165 | $6.34K | 0.01% | 00.0% | Unchanged |
| Keystone Financial Group, Inc. | 173 | $6.65K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 193 | $7.00K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 185 | $7.11K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 186 | $7.15K | 0.00% | −550−74.7% | Reduced |
| Aventus Investment Advisors, Inc. | 188 | $7.22K | 0.01% | 00.0% | Unchanged |
| Intentional Wealth Strategies, LLC | 190 | $7.30K | 0.01% | +190 | New |
| Essential Partners LLC | 191 | $7.34K | 0.00% | −42−18.0% | Reduced |
| Hartford Financial Management Inc. | 200 | $7.68K | 0.00% | −35−14.9% | Reduced |
| Morton Brown Family Wealth, LLC | 200 | $7.68K | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 201 | $7.72K | 0.00% | −1,458−87.9% | Reduced |
| Crews Bank & Trust | 202 | $7.76K | 0.00% | 00.0% | Unchanged |
| Phillip James Consulting Co. | 233 | $8.00K | 0.01% | +233 | New |
| Abound Wealth Management | 216 | $8.31K | 0.00% | +42+24.1% | Added |
| Friedenthal Financial | 220 | $8.45K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 238 | $9.14K | 0.00% | −381−61.6% | Reduced |
| NBT Bank N A | 251 | $9.64K | 0.00% | +201+402.0% | Added |
| Breakwater Investment Management | 253 | $9.72K | 0.00% | 00.0% | Unchanged |
| Philadelphia Investment Partners, LLC | 258 | $9.91K | 0.01% | +258 | New |
| Hamrick Investment Counsel, llc | 260 | $9.99K | 0.01% | +120+85.7% | Added |
| Farmers & Merchants Investments Inc | 261 | $10.0K | 0.00% | +261 | New |
| Bulwark Capital Corp | 267 | $10.3K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 276 | $10.6K | 0.00% | −83−23.1% | Reduced |
| Godfrey Financial Associates, Inc. | 295 | $11.3K | 0.01% | 00.0% | Unchanged |
| Trust Co | 300 | $11.5K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 305 | $11.7K | 0.00% | +25+8.9% | Added |
| Sittner & Nelson, LLC | 322 | $12.4K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 325 | $12.5K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 328 | $12.6K | 0.00% | 00.0% | Unchanged |
| Lavaca Capital LLC | 329 | $12.6K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 331 | $12.7K | 0.00% | 00.0% | Unchanged |
| Midwest Capital Advisors, LLC | 333 | $12.8K | 0.01% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 347 | $13.3K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 352 | $13.5K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 369 | $14.2K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 369 | $14.2K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 371 | $14.3K | 0.00% | −485−56.7% | Reduced |
| Avalon Trust Co | 375 | $14.4K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 379 | $14.6K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 379 | $14.6K | 0.00% | +25+7.1% | Added |
| TFC Financial Management | 380 | $14.6K | 0.00% | +323+566.7% | Added |
| Sachetta, LLC | 384 | $14.8K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 395 | $15.2K | 0.00% | −400−50.3% | Reduced |