| Kozak & Associates, Inc. | 0 | $22 | 0.00% | −77−100.0% | Reduced |
| Cape Investment Advisory, Inc. | 1 | $89 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 4 | $358 | 0.00% | +4 | New |
| GPS Wealth Strategies Group, LLC | 5 | $447 | 0.00% | +4+400.0% | Added |
| LGT Financial Advisors LLC | 5 | $448 | 0.00% | +5 | New |
| Quest 10 Wealth Builders, Inc. | 5 | $491 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 9 | $805 | 0.00% | −3−25.0% | Reduced |
| Asset Dedication, LLC | 9 | $805 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 9 | $805 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 9 | $805 | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 9 | $805 | 0.00% | +9 | New |
| ORG Partners LLC | 10 | $887 | 0.00% | +10 | New |
| CBIZ Investment Advisory Services, LLC | 10 | $894 | 0.00% | +10 | New |
| Parkworth Wealth Management, Inc. | 11 | $984 | 0.00% | +6+120.0% | Added |
| HFM Investment Advisors, LLC | 12 | $1.07K | 0.00% | +8+200.0% | Added |
| Riggs Asset Managment Co. Inc. | 14 | $1.25K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 14 | $1.25K | 0.00% | +14 | New |
| Plato Investment Management Ltd | 16 | $1.43K | 0.00% | +1+6.7% | Added |
| Stephens Consulting, LLC | 16 | $1.43K | 0.00% | +16 | New |
| HM Payson & Co | 18 | $1.61K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 18 | $1.61K | 0.00% | +6+50.0% | Added |
| Financial Management Professionals, Inc. | 18 | $1.61K | 0.00% | +18 | New |
| Quaker Wealth Management, LLC | 18 | $1.61K | 0.00% | +18 | New |
| SJS Investment Consulting Inc. | 19 | $1.70K | 0.00% | −9−32.1% | Reduced |
| Rialto Wealth Management, LLC | 19 | $1.70K | 0.00% | −7−26.9% | Reduced |
| Motco | 19 | $1.83K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 21 | $1.88K | 0.00% | −28−57.1% | Reduced |
| Bay Harbor Wealth Management, LLC | 22 | $1.97K | 0.00% | +14+175.0% | Added |
| Tortoise Investment Management, LLC | 22 | $1.97K | 0.00% | +22 | New |
| HHM Wealth Advisors, LLC | 23 | $2.06K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 23 | $2.06K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 23 | $2.06K | 0.00% | +5+27.8% | Added |
| Whipplewood Advisors, LLC | 23 | $2.06K | 0.00% | −40−63.5% | Reduced |
| Dogwood Wealth Management LLC | 24 | $2.13K | 0.00% | +19+380.0% | Added |
| MPWM Advisory Solutions, LLC | 25 | $2.24K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 28 | $2.50K | 0.00% | +13+86.7% | Added |
| Sachetta, LLC | 28 | $2.50K | 0.00% | +18+180.0% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 28 | $2.51K | 0.00% | −1−3.4% | Reduced |
| Dunhill Financial, LLC | 28 | $2.55K | 0.00% | −1−3.4% | Reduced |
| Principia Wealth Advisory, LLC | 29 | $2.59K | 0.00% | +15+107.1% | Added |
| Jackson, Grant Investment Advisers, Inc. | 30 | $2.68K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 32 | $2.85K | 0.00% | +32 | New |
| Crews Bank & Trust | 36 | $3.22K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 38 | $3.40K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 41 | $3.67K | 0.00% | −13−24.1% | Reduced |
| Country Trust Bank | 42 | $3.76K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 44 | $3.94K | 0.00% | +3+7.3% | Added |
| Hughes Financial Services, LLC | 43 | $4.15K | 0.00% | +17+65.4% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 48 | $4.29K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 51 | $4.53K | 0.00% | −50−49.5% | Reduced |
| PMV Capital Advisers, LLC | 51 | $4.56K | 0.01% | +51 | New |
| S&T Bank | 52 | $4.65K | 0.00% | +33+173.7% | Added |
| Bare Financial Services, Inc | 54 | $4.83K | 0.00% | +45+500.0% | Added |
| BankPlus Trust Department | 60 | $5.37K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 62 | $5.54K | 0.00% | +62 | New |
| Trifecta Capital Advisors, LLC | 66 | $5.90K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 70 | $6.00K | 0.00% | +70 | New |
| Indiana Trust & Investment Management CO | 69 | $6.17K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 69 | $6.17K | 0.00% | +69 | New |
| WealthTrak Capital Management LLC | 70 | $6.26K | 0.01% | +55+366.7% | Added |
| Total Investment Management Inc | 73 | $6.53K | 0.00% | +73 | New |
| Carolina Wealth Advisors, LLC | 74 | $6.62K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 74 | $6.62K | 0.00% | +74 | New |
| Bell Investment Advisors, Inc | 76 | $6.80K | 0.00% | −13−14.6% | Reduced |
| Avion Wealth | 89 | $7.00K | 0.00% | +38+74.5% | Added |
| Howard Hughes Medical Institute | 89 | $7.96K | 0.00% | +89 | New |
| Red Tortoise LLC | 93 | $8.32K | 0.00% | 00.0% | Unchanged |
| MorganRosel Wealth Management, LLC | 100 | $8.90K | 0.00% | +1+1.0% | Added |
| Activest Wealth Management | 100 | $8.94K | 0.00% | −101−50.2% | Reduced |
| Eastern Bank | 100 | $8.94K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 103 | $9.00K | 0.00% | +2+2.0% | Added |
| Y.D. More Investments Ltd | 475 | $9.04K | 0.00% | −202−29.8% | Reduced |
| 1 North Wealth Services LLC | 102 | $9.12K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 102 | $9.12K | 0.00% | +102 | New |
| Financial Freedom, LLC | 103 | $9.20K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 103 | $9.21K | 0.01% | 00.0% | Unchanged |
| NFJ Investment Group, LLC | 103 | $9.21K | 0.00% | −18,245−99.4% | Reduced |
| WPG Advisers, LLC | 105 | $9.39K | 0.01% | +6+6.1% | Added |
| Abound Wealth Management | 110 | $9.88K | 0.00% | +21+23.6% | Added |
| Ogorek Anthony Joseph | 116 | $10.0K | 0.00% | −26−18.3% | Reduced |
| Catherine Avery Investment Management LLC | 112 | $10.0K | 0.01% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 114 | $10.2K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 122 | $10.9K | 0.00% | +122 | New |
| Moisand Fitzgerald Tamayo, LLC | 126 | $11.3K | 0.00% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 130 | $11.6K | 0.01% | +1+0.8% | Added |
| Curio Wealth, LLC | 135 | $12.1K | 0.01% | +134+13,400.0% | Added |
| Cornerstone Planning Group LLC | 133 | $12.8K | 0.00% | +15+12.7% | Added |
| Rational Advisors LLC | 144 | $12.9K | 0.00% | +144 | New |
| Clean Yield Group | 146 | $13.1K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 147 | $13.1K | 0.00% | −1−0.7% | Reduced |
| Creative Financial Designs Inc | 150 | $13.4K | 0.00% | −5−3.2% | Reduced |
| Adirondack Trust Co | 150 | $13.4K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 152 | $13.6K | 0.00% | +10+7.0% | Added |
| Archer Investment Corp | 156 | $13.9K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 159 | $14.1K | 0.00% | +138+657.1% | Added |
| Maseco LLP | 161 | $14.4K | 0.00% | +161 | New |
| Concord Wealth Partners | 162 | $14.5K | 0.00% | +12+8.0% | Added |
| Rossby Financial, LCC | 168 | $15.0K | 0.01% | +44+35.5% | Added |
| NewSquare Capital LLC | 172 | $15.4K | 0.00% | +83+93.3% | Added |
| Alerus Financial NA | 176 | $15.7K | 0.00% | −26,979−99.4% | Reduced |