| Bogart Wealth, LLC | 441 | $38.0K | 0.00% | −162−26.9% | Reduced |
| Center for Financial Planning, Inc. | 429 | $37.0K | 0.01% | −30−6.5% | Reduced |
| Dividend Assets Capital, LLC | 430 | $37.0K | 0.01% | 00.0% | Unchanged |
| Pflug Koory, LLC | 421 | $36.0K | 0.02% | 00.0% | Unchanged |
| TD Capital Management LLC | 405 | $35.0K | 0.00% | +405 | New |
| New Millennium Group LLC | 395 | $34.0K | 0.04% | −40−9.2% | Reduced |
| Ulland Investment Advisors, LLC | 400 | $34.0K | 0.04% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 457 | $32.5K | 0.02% | +457 | New |
| Key Financial Inc | 364 | $31.0K | 0.01% | 00.0% | Unchanged |
| Lee Financial Co | 345 | $30.0K | 0.01% | −16−4.4% | Reduced |
| Sugarloaf Wealth Management, LLC | 344 | $30.0K | 0.01% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 332 | $29.0K | 0.03% | −3,007−90.1% | Reduced |
| Coastal Capital Group, Inc. | 336 | $29.0K | 0.01% | +8+2.4% | Added |
| Old North State Trust, LLC | 335 | $29.0K | 0.03% | +335 | New |
| Kayne Anderson Rudnick Investment Management LLC | 313 | $27.0K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 315 | $27.0K | 0.02% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 304 | $26.2K | 0.00% | +25+9.0% | Added |
| Howe & Rusling Inc | 305 | $26.0K | 0.00% | +74+32.0% | Added |
| Joseph Group Capital Management | 300 | $26.0K | 0.03% | +300 | New |
| Mascoma Wealth Management LLC | 289 | $25.0K | 0.01% | −30−9.4% | Reduced |
| Blue Bell Private Wealth Management, LLC | 289 | $25.0K | 0.01% | 00.0% | Unchanged |
| Costello Asset Management, INC | 278 | $24.0K | 0.02% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 276 | $24.0K | 0.01% | +1+0.4% | Added |
| SRS Capital Advisors, Inc. | 273 | $23.0K | 0.00% | −143−34.4% | Reduced |
| Legend Financial Advisors, Inc. | 264 | $22.7K | 0.02% | +264 | New |
| Column Capital Advisors, LLC | 260 | $22.0K | 0.00% | −450−63.4% | Reduced |
| RWM Asset Management, LLC | 257 | $22.0K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 260 | $22.0K | 0.02% | 00.0% | Unchanged |
| Resolute Partners Group | 250 | $22.0K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 253 | $22.0K | 0.01% | +250+8,333.3% | Added |
| Clearview Wealth Advisors LLC | 249 | $21.0K | 0.02% | −81−24.5% | Reduced |
| Tradewinds Capital Management, LLC | 246 | $21.0K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 227 | $20.0K | 0.01% | −53−18.9% | Reduced |
| HighMark Wealth Management LLC | 238 | $20.0K | 0.02% | +8+3.5% | Added |
| Oliver Lagore Vanvalin Investment Group | 220 | $19.0K | 0.01% | +4+1.9% | Added |
| Beaird Harris Wealth Management, LLC | 205 | $18.0K | 0.00% | −135−39.7% | Reduced |
| Lumature Wealth Partners, LLC | 210 | $18.0K | 0.01% | 00.0% | Unchanged |
| Capital Directions Investment Advisors, LLC | 0 | $18.0K | 0.01% | −205−100.0% | Reduced |
| Beacon Capital Management, LLC | 243 | $17.0K | 0.01% | −114−31.9% | Reduced |
| Financial Connections Group, Inc. | 200 | $17.0K | 0.01% | −190−48.7% | Reduced |
| PrairieView Partners, LLC | 200 | $17.0K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 200 | $17.0K | 0.01% | 00.0% | Unchanged |
| Axim Planning & Wealth | 202 | $17.0K | 0.02% | 00.0% | Unchanged |
| Private Ocean, LLC | 203 | $17.0K | 0.00% | +48+31.0% | Added |
| Rock Creek Group, LP | 171 | $15.0K | 0.00% | +111+185.0% | Added |
| Baldrige Asset Management LLC | 160 | $14.0K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 165 | $14.0K | 0.01% | +120+266.7% | Added |
| Kozak & Associates, Inc. | 156 | $13.0K | 0.01% | −1,066−87.2% | Reduced |
| Rocky Mountain Advisers, LLC | 156 | $13.0K | 0.02% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 155 | $13.0K | 0.01% | −5−3.1% | Reduced |
| Lansing Street Advisors | 153 | $13.0K | 0.01% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 146 | $13.0K | 0.01% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 150 | $13.0K | 0.01% | +150 | New |
| Grayhawk Investment Strategies Inc. | 101 | $12.0K | 0.01% | 00.0% | Unchanged |
| Adirondack Retirement Specialists, Inc. | 136 | $12.0K | 0.01% | +136 | New |
| Financial Synergies Wealth Advisors, Inc. | 135 | $11.6K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 129 | $11.0K | 0.01% | −154−54.4% | Reduced |
| CoreFirst Bank & Trust | 128 | $11.0K | 0.01% | +53+70.7% | Added |
| Advanced Research Investment Solutions, LLC | 125 | $11.0K | 0.01% | +100+400.0% | Added |
| Duncker Streett & Co Inc | 116 | $10.0K | 0.00% | −130−52.8% | Reduced |
| Worth Asset Management, LLC | 115 | $10.0K | 0.01% | −84−42.2% | Reduced |
| PYA Waltman Capital, LLC | 111 | $10.0K | 0.01% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 112 | $10.0K | 0.00% | 00.0% | Unchanged |
| Innova Wealth Partners | 120 | $10.0K | 0.01% | +120 | New |
| Paloma Partners Management Co | 100 | $9.00K | 0.00% | −55,600−99.8% | Reduced |
| Avion Wealth | 103 | $9.00K | 0.00% | −59−36.4% | Reduced |
| Financial Enhancement Group LLC | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 91 | $8.00K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 87 | $7.49K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 79 | $7.00K | 0.01% | +27+51.9% | Added |
| Hillsdale Investment Management Inc. | 74 | $6.00K | 0.00% | −519−87.5% | Reduced |
| Disciplined Investments, LLC | 70 | $6.00K | 0.00% | +19+37.3% | Added |
| Strategic Asset Management, LLC | 19 | $6.00K | 0.01% | −37−66.1% | Reduced |
| Highline Wealth Partners LLC | 62 | $5.34K | 0.00% | +62 | New |
| GW&K Investment Management, LLC | 58 | $5.00K | 0.00% | −71,588−99.9% | Reduced |
| Tortoise Investment Management, LLC | 60 | $5.00K | 0.00% | −33−35.5% | Reduced |
| WestEnd Advisors, LLC | 60 | $5.00K | 0.00% | −1−1.6% | Reduced |
| High Net Worth Advisory Group LLC | 63 | $5.00K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 51 | $4.00K | 0.00% | −56−52.3% | Reduced |
| Coston, McIsaac & Partners | 53 | $4.00K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 43 | $4.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 44 | $4.00K | 0.00% | 00.0% | Unchanged |
| Navigation Wealth Management, Inc. | 43 | $4.00K | 0.43% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 50 | $4.00K | 0.00% | +50 | New |
| Community Bank, N.A. | 45 | $4.00K | 0.00% | +45 | New |
| Cowa, LLC | 50 | $4.00K | 0.00% | +50 | New |
| Stephens Consulting, LLC | 45 | $3.87K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 40 | $3.44K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 38 | $3.27K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 43 | $3.00K | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 38 | $3.00K | 0.00% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 38 | $3.00K | 0.00% | +14+58.3% | Added |
| Level Financial Advisors, Inc. | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| China Universal Asset Management Co., Ltd. | 34 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 31 | $2.59K | 0.00% | +31 | New |
| Performa Ltd (US), LLC | 25 | $2.00K | 0.00% | −155−86.1% | Reduced |
| Horizons Wealth Management | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 22 | $2.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 24 | $2.00K | 0.00% | 00.0% | Unchanged |