| McClarren Financial Advisors, Inc. | 2 | $0 | 0.00% | −13−86.7% | Reduced |
| RVW Wealth, LLC | 1,620 | $0 | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 3 | $780 | 0.00% | +3 | New |
| Lloyd Advisory Services, LLC. | 5 | $1.00K | 0.00% | −154−96.9% | Reduced |
| Ritter Daniher Financial Advisory, LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $3.00K | 0.00% | −167,680−100.0% | Reduced |
| USA Financial Portformulas Corp | 13 | $3.00K | 0.00% | −4,382−99.7% | Reduced |
| St. Johns Investment Management Company, LLC | 11 | $3.00K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Filbrandt Wealth Management, LLC | 13 | $3.00K | 0.00% | +13 | New |
| Bellevue Asset Management, LLC | 15 | $4.00K | 0.00% | +6+66.7% | Added |
| Longfellow Investment Management Co LLC | 16 | $5.00K | 0.00% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 18 | $5.00K | 0.00% | +18 | New |
| Carolina Wealth Advisors, LLC | 18 | $5.00K | 0.00% | +18 | New |
| Strategic Asset Management, LLC | 18 | $5.00K | 0.01% | +18 | New |
| Advanced Research Investment Solutions, LLC | 25 | $6.50K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 35 | $7.00K | 0.00% | −19−35.2% | Reduced |
| Lake Point Wealth Management | 25 | $7.00K | 0.00% | 00.0% | Unchanged |
| Corsicana & Co. | 25 | $7.00K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 84 | $7.00K | 0.01% | +84 | New |
| Kelly Financial Services LLC | 28 | $7.29K | 0.00% | −8,133−99.7% | Reduced |
| Aspire Private Capital, LLC | 31 | $8.00K | 0.00% | −1,750−98.3% | Reduced |
| Advocacy Wealth Management Services, LLC | 31 | $8.00K | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 38 | $10.0K | 0.00% | 00.0% | Unchanged |
| Navigation Wealth Management, Inc. | 43 | $12.0K | 0.08% | +43 | New |
| First Command Advisory Services, Inc. | 50 | $13.0K | 0.00% | +50 | New |
| Johnson Midwest Financial, LLC | 50 | $13.0K | 0.01% | +50 | New |
| Disciplined Investments, LLC | 56 | $15.0K | 0.01% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 60 | $16.0K | 0.02% | 00.0% | Unchanged |
| Holloway Wealth Management, LLC | – | $18.0K | 0.01% | – | – |
| Country Trust Bank | 70 | $18.0K | 0.00% | +70 | New |
| CoreFirst Bank & Trust | 75 | $20.0K | 0.01% | 00.0% | Unchanged |
| Guidance Point Advisors, LLC | 79 | $20.0K | 0.01% | +79 | New |
| Semmax Financial Advisors Inc. | 93 | $24.0K | 0.01% | 00.0% | Unchanged |
| Baron Financial Group, LLC | 95 | $24.7K | 0.02% | −25−20.8% | Reduced |
| Hanson & Doremus Investment Management | 95 | $25.0K | 0.01% | +20+26.7% | Added |
| FAI Wealth Management | 100 | $26.0K | 0.02% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 100 | $26.0K | 0.02% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 100 | $26.0K | 0.01% | 00.0% | Unchanged |
| Cypress Point Wealth Management, LLC | 100 | $26.0K | 0.02% | 00.0% | Unchanged |
| Addison Advisors LLC | 99 | $26.0K | 0.02% | +9+10.0% | Added |
| Gleason Group, Inc. | 105 | $27.0K | 0.01% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 109 | $28.0K | 0.00% | −121−52.6% | Reduced |
| Roble, Belko & Company, Inc | 107 | $28.0K | 0.01% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 116 | $30.0K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 116 | $30.0K | 0.02% | +4+3.6% | Added |
| Altshuler Shaham Ltd | 129 | $34.0K | 0.00% | −25−16.2% | Reduced |
| McCarthy Asset Management, Inc. | 131 | $34.0K | 0.03% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 130 | $34.0K | 0.02% | +30+30.0% | Added |
| Vectors Research Management, LLC | 139 | $36.0K | 0.01% | −123−46.9% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 138 | $36.0K | 0.02% | 00.0% | Unchanged |
| Crewe Advisors LLC | 143 | $37.0K | 0.01% | −3−2.1% | Reduced |
| Tortoise Investment Management, LLC | 145 | $38.0K | 0.01% | +80+123.1% | Added |
| Avondale Wealth Management | 150 | $39.0K | 0.04% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 156 | $41.0K | 0.05% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 157 | $41.0K | 0.01% | +18+12.9% | Added |
| Turim 21 Investimentos Ltda. | 161 | $42.0K | 0.02% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 160 | $42.0K | 0.02% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 168 | $44.0K | 0.01% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 173 | $45.0K | 0.02% | −16−8.5% | Reduced |
| RPg Family Wealth Advisory, LLC | 175 | $45.5K | 0.02% | 00.0% | Unchanged |
| Disciplina Capital Management LLC | 188 | $48.9K | 0.01% | +7+3.9% | Added |
| Freedman Financial Associates, Inc. | 188 | $49.0K | 0.04% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 198 | $52.0K | 0.01% | −121−37.9% | Reduced |
| Kessler Investment Group, LLC | 200 | $52.0K | 0.04% | 00.0% | Unchanged |
| Lipe & Dalton | 200 | $52.0K | 0.03% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 200 | $52.0K | 0.02% | 00.0% | Unchanged |
| Howe & Rusling Inc | 200 | $52.0K | 0.01% | +6+3.1% | Added |
| PrairieView Partners, LLC | 200 | $52.0K | 0.01% | +100+100.0% | Added |
| TD Capital Management LLC | 205 | $53.0K | 0.01% | +8+4.1% | Added |
| Private Ocean, LLC | 203 | $53.0K | 0.01% | +66+48.2% | Added |
| Mascoma Wealth Management LLC | 205 | $53.0K | 0.02% | +205 | New |
| Rosenberg Matthew Hamilton | 212 | $55.0K | 0.02% | +62+41.3% | Added |
| Lumature Wealth Partners, LLC | 210 | $55.0K | 0.02% | +210 | New |
| Cohen & Steers, Inc. | 221 | $58.0K | 0.00% | −182−45.2% | Reduced |
| Ten Capital Wealth Advisors, LLC | 225 | $59.0K | 0.03% | −10,633−97.9% | Reduced |
| Lee Financial Co | 225 | $59.0K | 0.01% | −11−4.7% | Reduced |
| Optimum Investment Advisors | 243 | $63.0K | 0.03% | −200−45.1% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 258 | $67.0K | 0.03% | +15+6.2% | Added |
| HBC Financial Services, PLLC | 265 | $69.0K | 0.05% | +50+23.3% | Added |
| Founders Capital Management | 270 | $70.0K | 0.05% | +270 | New |
| HighMark Wealth Management LLC | 276 | $72.0K | 0.05% | −28−9.2% | Reduced |
| Cranbrook Wealth Management, LLC | 285 | $74.0K | 0.02% | +60+26.7% | Added |
| Center for Financial Planning, Inc. | 290 | $75.0K | 0.02% | 00.0% | Unchanged |
| Cordasco Financial Network | 290 | $75.0K | 0.05% | +24+9.0% | Added |
| PFG Private Wealth Management, LLC | 290 | $75.0K | 0.04% | +290 | New |
| Sterling Financial Planning, Inc. | 300 | $78.0K | 0.05% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 300 | $78.0K | 0.06% | +300 | New |
| Selective Wealth Management, Inc. | 302 | $79.0K | 0.04% | +195+182.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 313 | $81.0K | 0.00% | −4−1.3% | Reduced |
| RWM Asset Management, LLC | 317 | $82.0K | 0.02% | +317 | New |
| Hartford Financial Management Inc. | 320 | $83.0K | 0.02% | +25+8.5% | Added |
| US Asset Management LLC | 330 | $86.0K | 0.08% | +330 | New |
| Old North State Trust, LLC | 335 | $87.0K | 0.08% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 335 | $87.0K | 0.05% | +335 | New |
| Regency Capital Management Inc. | 350 | $91.0K | 0.06% | +250+250.0% | Added |
| Truvestments Capital LLC | 352 | $92.0K | 0.05% | +20+6.0% | Added |
| Sugarloaf Wealth Management, LLC | 357 | $93.0K | 0.02% | +55+18.2% | Added |
| Retirement Group, LLC | 363 | $94.0K | 0.04% | +101+38.5% | Added |
| Annapolis Financial Services, LLC | 380 | $99.0K | 0.03% | −200−34.5% | Reduced |
