| Dogwood Wealth Management LLC | 0 | $8 | 0.00% | 0 | New |
| Larson Financial Group LLC | 1 | $171 | 0.00% | −31−96.9% | Reduced |
| EntryPoint Capital, LLC | 1 | $171 | 0.00% | +1 | New |
| MV Capital Management, Inc. | 2 | $342 | 0.00% | +2 | New |
| Abound Wealth Management | 2 | $344 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 2 | $349 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 3 | $512 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 3 | $512 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 3 | $512 | 0.00% | +2+200.0% | Added |
| Main Street Group, LTD | 4 | $682 | 0.00% | +4 | New |
| True Wealth Design, LLC | 4 | $683 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 4 | $683 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 5 | $854 | 0.00% | +5 | New |
| Evermay Wealth Management LLC | 5 | $854 | 0.00% | +5 | New |
| Baystate Wealth Management LLC | 6 | $1.03K | 0.00% | +6 | New |
| McIlrath & Eck, LLC | 6 | $1.03K | 0.00% | −200−97.1% | Reduced |
| Johnson Financial Group, Inc. | 7 | $1.20K | 0.00% | +7 | New |
| USA Financial Portformulas Corp | 8 | $1.37K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 8 | $1.37K | 0.00% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 8 | $1.38K | 0.00% | +8 | New |
| Manchester Capital Management LLC | 11 | $1.88K | 0.00% | +7+175.0% | Added |
| Smartleaf Asset Management LLC | 11 | $1.88K | 0.00% | +11 | New |
| Coppell Advisory Solutions LLC | 14 | $2.39K | 0.00% | +14 | New |
| DiNuzzo Private Wealth, Inc. | 16 | $2.73K | 0.00% | +16 | New |
| Valued Wealth Advisors LLC | 17 | $2.82K | 0.00% | +17 | New |
| Perritt Capital Management Inc | 17 | $2.90K | 0.00% | +10+142.9% | Added |
| Hazlett, Burt & Watson, Inc. | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 19 | $3.00K | 0.00% | 00.0% | Unchanged |
| Long Island Wealth Management, Inc. | 15 | $3.00K | 0.00% | +15 | New |
| Jackson, Grant Investment Advisers, Inc. | 21 | $3.58K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 23 | $3.99K | 0.00% | +4+21.1% | Added |
| CNB Bank | 24 | $4.10K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 24 | $4.10K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 25 | $4.27K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 26 | $4.44K | 0.00% | +26 | New |
| RFP Financial Group LLC | 27 | $4.61K | 0.00% | +27 | New |
| Massmutual Trust Co FSB | 28 | $4.78K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 28 | $4.78K | 0.00% | +28 | New |
| Quent Capital, LLC | 29 | $4.95K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 31 | $5.00K | 0.00% | −5−13.9% | Reduced |
| TSFG, LLC | 29 | $5.00K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 30 | $5.12K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 30 | $5.12K | 0.01% | +30 | New |
| American National Bank | 31 | $5.29K | 0.00% | +15+93.8% | Added |
| SRS Capital Advisors, Inc. | 31 | $5.31K | 0.00% | −40−56.3% | Reduced |
| Abich Financial Wealth Management LLC | 32 | $5.46K | 0.01% | +32 | New |
| Sunbelt Securities, Inc. | 32 | $5.49K | 0.00% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 34 | $5.80K | 0.00% | +34 | New |
| Raffa Wealth Management, LLC | 38 | $6.49K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 39 | $6.66K | 0.00% | +39 | New |
| Psagot Value Holdings Ltd. / (Israel) | 46 | $8.00K | 0.00% | +3+7.0% | Added |
| Fortitude Family Office, LLC | 47 | $8.02K | 0.01% | +47 | New |
| Nemes Rush Group LLC | 47 | $8.02K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 50 | $8.54K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 50 | $8.54K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 50 | $8.54K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 50 | $8.54K | 0.00% | −900−94.7% | Reduced |
| REAP Financial Group, LLC | 50 | $8.54K | 0.00% | +50 | New |
| Tortoise Investment Management, LLC | 52 | $8.88K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 50 | $9.00K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 53 | $9.05K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 54 | $9.33K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 61 | $10.4K | 0.00% | +61 | New |
| Washington Trust Co | 65 | $11.1K | 0.00% | +65 | New |
| Center for Financial Planning, Inc. | 65 | $11.1K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 66 | $11.2K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 69 | $11.8K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 70 | $11.9K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 73 | $12.0K | 0.00% | −687−90.4% | Reduced |
| Bell Investment Advisors, Inc | 74 | $12.6K | 0.00% | −3−3.9% | Reduced |
| Duncker Streett & Co Inc | 75 | $12.8K | 0.00% | +75 | New |
| Stone House Investment Management, LLC | 76 | $13.0K | 0.00% | +8+11.8% | Added |
| Wetzel Investment Advisors, Inc. | 75 | $13.0K | 0.01% | +75 | New |
| Prestige Wealth Management Group LLC | 92 | $15.7K | 0.00% | +13+16.5% | Added |
| Northwest Financial Advisors | 96 | $16.5K | 0.01% | +96 | New |
| Delta Asset Management LLC | 100 | $17.1K | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 100 | $17.1K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 100 | $17.1K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 104 | $17.8K | 0.01% | −14−11.9% | Reduced |
| BKM Wealth Management, LLC | 110 | $18.8K | 0.01% | +110 | New |
| Planning Capital Management Corp | 110 | $18.8K | 0.01% | +110 | New |
| Beacon Capital Management, LLC | 115 | $19.1K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 120 | $20.0K | 0.00% | +47+64.4% | Added |
| Capital Advisors, Ltd. LLC | 136 | $23.0K | 0.00% | +23+20.4% | Added |
| Cranbrook Wealth Management, LLC | 139 | $23.7K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 140 | $23.9K | 0.01% | +140 | New |
| HHM Wealth Advisors, LLC | 150 | $25.6K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 159 | $27.1K | 0.01% | +9+6.0% | Added |
| First Manhattan Co | 159 | $27.3K | 0.00% | +3+1.9% | Added |
| Hoese & Co LLP | 150 | $27.3K | 0.03% | 00.0% | Unchanged |
| Cooksen Wealth, LLC | 165 | $28.2K | 0.03% | +165 | New |
| Strategic Investment Solutions, Inc. | 172 | $29.3K | 0.01% | −10,601−98.4% | Reduced |
| Rakuten Investment Management, Inc. | 173 | $29.6K | 0.00% | +173 | New |
| Rise Advisors, LLC | 175 | $29.8K | 0.02% | +1+0.6% | Added |
| Whittier Trust Co of Nevada Inc | 176 | $30.0K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 204 | $30.6K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 181 | $30.9K | 0.01% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 182 | $31.1K | 0.00% | +32+21.3% | Added |
| Princeton Global Asset Management LLC | 190 | $32.4K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 200 | $34.0K | 0.01% | 00.0% | Unchanged |