| Carolinas Wealth Consulting LLC | 5 | $0 | 0.00% | −34−87.2% | Reduced |
| Addison Advisors LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 5 | $0 | 0.00% | +5 | New |
| First Command Advisory Services, Inc. | 105 | $0 | 0.00% | +105 | New |
| Stapp Wealth Management, PLLC | 1 | $0 | 0.00% | +1 | New |
| Financial Synergies Wealth Advisors, Inc. | 8 | $687 | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 15 | $1.00K | 0.00% | +5+50.0% | Added |
| Insight Financial Services | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 16 | $1.00K | 0.00% | +16 | New |
| Horrell Capital Management, Inc. | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 29 | $2.00K | 0.00% | +5+20.8% | Added |
| Lumature Wealth Partners, LLC | 23 | $2.00K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 34 | $2.92K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 34 | $2.94K | 0.00% | +34 | New |
| Financial Management Professionals, Inc. | 36 | $3.00K | 0.00% | −43−54.4% | Reduced |
| TD Ameritrade Investment Management, LLC | 39 | $3.00K | 0.00% | −11−22.0% | Reduced |
| Heritage Wealth Management, LLC | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 36 | $3.00K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 33 | $3.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 36 | $3.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 36 | $3.00K | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 36 | $3.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 40 | $3.00K | 0.00% | +20+100.0% | Added |
| Adirondack Retirement Specialists, Inc. | 35 | $3.00K | 0.00% | +35 | New |
| Cranbrook Wealth Management, LLC | 48 | $4.00K | 0.00% | 00.0% | Unchanged |
| Gs Investments, Inc. | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 48 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 51 | $4.00K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 45 | $4.00K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 47 | $4.00K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 42 | $4.00K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 40 | $4.00K | 0.00% | +40 | New |
| American State Bank (Iowa) | 48 | $4.12K | 0.00% | +48 | New |
| Legend Financial Advisors, Inc. | 50 | $4.29K | 0.00% | +50 | New |
| Highline Wealth Partners LLC | 56 | $4.84K | 0.00% | +56 | New |
| Motco | 60 | $5.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 62 | $5.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 60 | $5.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 60 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 62 | $5.00K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 57 | $5.00K | 0.00% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 54 | $5.00K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 59 | $5.00K | 0.00% | +59 | New |
| Norwood Financial Corp | 75 | $6.00K | 0.01% | 00.0% | Unchanged |
| Logan Capital Management Inc | 74 | $6.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 72 | $6.00K | 0.01% | +1+1.4% | Added |
| Bay Harbor Wealth Management, LLC | 65 | $6.00K | 0.00% | +65 | New |
| CarsonAllaria Wealth Management, Ltd. | 74 | $6.00K | 0.01% | +74 | New |
| WFA Asset Management Corp | 80 | $6.86K | 0.00% | +80 | New |
| Point72 Hong Kong Ltd | 85 | $7.00K | 0.00% | −29,937−99.7% | Reduced |
| Disciplined Investments, LLC | 78 | $7.00K | 0.00% | −95−54.9% | Reduced |
| Roble, Belko & Company, Inc | 85 | $7.00K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 76 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 75 | $7.00K | 0.01% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 80 | $7.00K | 0.00% | +80 | New |
| Bell Investment Advisors, Inc | 95 | $8.00K | 0.00% | −11−10.4% | Reduced |
| Core Alternative Capital | 99 | $8.00K | 0.00% | +1+1.0% | Added |
| CoreFirst Bank & Trust | 96 | $8.00K | 0.01% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 94 | $8.00K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 89 | $8.00K | 0.00% | +62+229.6% | Added |
| Ten Capital Wealth Advisors, LLC | 90 | $8.00K | 0.00% | +90 | New |
| Kayne Anderson Rudnick Investment Management LLC | 101 | $9.00K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 109 | $9.00K | 0.03% | +2+1.9% | Added |
| Investment Research & Advisory Group, Inc. | 100 | $9.00K | 0.01% | 00.0% | Unchanged |
| BCR Wealth Strategies, LLC | 102 | $9.00K | 0.01% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 106 | $9.00K | 0.09% | 00.0% | Unchanged |
| Schubert & Co | 103 | $9.00K | 0.01% | +42+68.9% | Added |
| Danda Trouve Investment Management, Inc. | 121 | $10.0K | 0.02% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 113 | $10.0K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 118 | $11.0K | 0.00% | −182−60.7% | Reduced |
| First Command Bank | 131 | $11.0K | 0.00% | −20−13.2% | Reduced |
| First Command Financial Services, Inc. | 131 | $11.0K | 0.00% | −20−13.2% | Reduced |
| Capital Advisors, Ltd. LLC | 129 | $11.0K | 0.00% | −6−4.4% | Reduced |
| West Financial Advisors, LLC | 131 | $11.0K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 131 | $11.0K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 124 | $11.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 140 | $12.0K | 0.00% | −500−78.1% | Reduced |
| Harvest Fund Management Co., Ltd | 141 | $12.0K | 0.00% | −317−69.2% | Reduced |
| RE Dickinson Investment Advisors, LLC | 138 | $12.0K | 0.01% | −31−18.3% | Reduced |
| Stephenson National Bank & Trust | 144 | $12.0K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 144 | $12.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 135 | $12.0K | 0.01% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 150 | $13.0K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 125 | $13.1K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 164 | $14.0K | 0.00% | −125−43.3% | Reduced |
| Eagle Bay Advisors LLC | 168 | $14.0K | 0.01% | −5−2.9% | Reduced |
| Trustcore Financial Services, LLC | 178 | $15.0K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 176 | $15.0K | 0.01% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 179 | $15.0K | 0.03% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 186 | $16.0K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 188 | $16.0K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 182 | $16.0K | 0.01% | +3+1.7% | Added |