| Spartan Planning & Wealth Management | 1 | $0 | 0.00% | +1 | New |
| Berkshire Capital Holdings Inc | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 16 | $1.88K | 0.00% | +1+6.7% | Added |
| RE Dickinson Investment Advisors, LLC | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| James Investment Research Inc | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 19 | $2.00K | 0.00% | +19 | New |
| Delos Wealth Advisors, LLC | 29 | $3.00K | 0.00% | −155−84.2% | Reduced |
| Kelly Lawrence W & Associates Inc | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 24 | $3.00K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 24 | $3.00K | 0.00% | +4+20.0% | Added |
| USA Financial Portformulas Corp | 28 | $3.00K | 0.00% | +28 | New |
| Kelly Financial Services LLC | 33 | $3.78K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 39 | $4.00K | 0.00% | +25+178.6% | Added |
| Mizuho Securities Co. Ltd. | 47 | $5.00K | 0.00% | +1+2.2% | Added |
| Eukles Asset Management | 45 | $5.00K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 47 | $5.00K | 0.00% | −2−4.1% | Reduced |
| Professional Financial Advisors, LLC | 49 | $5.00K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 48 | $5.00K | 0.00% | +1+2.1% | Added |
| HighMark Wealth Management LLC | 42 | $5.00K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 42 | $5.00K | 0.00% | +16+61.5% | Added |
| Kathleen S. Wright Associates Inc. | 43 | $5.00K | 0.00% | +43 | New |
| Stapp Wealth Management, PLLC | 47 | $5.00K | 0.01% | +47 | New |
| WR Wealth Planners, LLC | 49 | $5.54K | 0.00% | +30+157.9% | Added |
| Mascoma Wealth Management LLC | 55 | $6.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 50 | $6.00K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 60 | $7.00K | 0.00% | −180−75.0% | Reduced |
| Macroview Investment Management LLC | 63 | $7.00K | 0.01% | −101−61.6% | Reduced |
| Ogorek Anthony Joseph | 68 | $7.00K | 0.00% | 00.0% | Unchanged |
| Trust Co | 60 | $7.00K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 58 | $7.00K | 0.01% | +1+1.8% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 70 | $8.00K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 74 | $8.00K | 0.00% | +54+270.0% | Added |
| Paragon Wealth Strategies, LLC | 68 | $8.00K | 0.01% | +68 | New |
| Spectrum Management Group, LLC | 83 | $9.00K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 80 | $9.00K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 73 | $9.00K | 0.00% | +73 | New |
| Absolute Capital Management, LLC | 84 | $9.56K | 0.01% | +84 | New |
| Institutional & Family Asset Management, LLC | 90 | $10.0K | 0.00% | +12+15.4% | Added |
| Abound Wealth Management | 89 | $10.1K | 0.01% | +89 | New |
| Sycomore Asset Management | 92 | $11.0K | 0.00% | −108−54.0% | Reduced |
| Advanced Research Investment Solutions, LLC | 95 | $11.0K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 101 | $11.0K | 0.00% | +101 | New |
| Providence Capital Advisors, LLC | 100 | $11.0K | 0.00% | +100 | New |
| Castleview Partners, LLC | 103 | $12.0K | 0.01% | −2,949−96.6% | Reduced |
| NewSquare Capital LLC | 105 | $12.0K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 100 | $12.0K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 115 | $13.0K | 0.01% | −199−63.4% | Reduced |
| Financial Avengers, Inc. | 112 | $13.0K | 0.01% | +1+0.9% | Added |
| PYA Waltman Capital, LLC | 125 | $14.0K | 0.01% | 00.0% | Unchanged |
| McMillion Capital Management Inc | 120 | $14.0K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 121 | $14.0K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 120 | $14.0K | 0.13% | 00.0% | Unchanged |
| Oxler Private Wealth LLC | 125 | $14.2K | 0.01% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 98 | $15.0K | 0.01% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 130 | $15.0K | 0.02% | +1+0.8% | Added |
| Credential Qtrade Securities Inc. | 133 | $15.0K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 140 | $15.8K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 140 | $16.0K | 0.22% | 00.0% | Unchanged |
| Tacita Capital Inc | 140 | $16.0K | 0.01% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 149 | $16.0K | 0.02% | +149 | New |
| Cranbrook Wealth Management, LLC | 147 | $17.0K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 152 | $17.0K | 0.00% | +1+0.7% | Added |
| Tower View Investment Management & Research LLC | 152 | $17.0K | 0.01% | +1+0.7% | Added |
| Operose Advisors LLC | 150 | $17.0K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 153 | $17.3K | 0.01% | 00.0% | Unchanged |
| Schubert & Co | 157 | $18.0K | 0.02% | −46−22.7% | Reduced |
| Hanson & Doremus Investment Management | 162 | $18.0K | 0.00% | +61+60.4% | Added |
| AdvisorShares Investments LLC | 168 | $19.0K | 0.01% | −42−20.0% | Reduced |
| Stuart Chaussee & Associates, Inc. | 165 | $19.0K | 0.04% | −37−18.3% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 167 | $19.0K | 0.01% | −19−10.2% | Reduced |
| RWM Asset Management, LLC | 165 | $19.0K | 0.00% | −1−0.6% | Reduced |
| Parallax Volatility Advisers, L.P. | 172 | $19.0K | 0.00% | +120+230.8% | Added |
| Baldwin Brothers Inc | 173 | $20.0K | 0.00% | 00.0% | Unchanged |
| Baillie Gifford & Co | 183 | $21.0K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 193 | $21.8K | 0.02% | −25−11.5% | Reduced |
| Worth Asset Management, LLC | 195 | $22.0K | 0.02% | −152−43.8% | Reduced |
| FAI Wealth Management | 203 | $22.0K | 0.02% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 197 | $22.0K | 0.02% | 00.0% | Unchanged |
| Founders Capital Management | 200 | $23.0K | 0.02% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 206 | $23.0K | 0.02% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 213 | $24.0K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 224 | $25.0K | 0.01% | +86+62.3% | Added |
| Bollard Group LLC | 226 | $26.0K | 0.00% | −624−73.4% | Reduced |
| Bray Capital Advisors | 228 | $26.0K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 228 | $26.0K | 0.01% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 238 | $27.0K | 0.01% | +38+19.0% | Added |
| Newton One Investments LLC | 250 | $28.0K | 0.02% | 00.0% | Unchanged |
| Karlinski Andrew C | 247 | $28.0K | 0.04% | −7−2.8% | Reduced |
| Rise Advisors, LLC | 261 | $29.0K | 0.02% | +1+0.4% | Added |
| Stephens Consulting, LLC | 262 | $29.6K | 0.03% | 00.0% | Unchanged |
| Old North State Trust, LLC | 277 | $31.0K | 0.03% | +277 | New |
| Evermay Wealth Management LLC | 285 | $32.0K | 0.01% | 00.0% | Unchanged |
| Costello Asset Management, INC | 285 | $32.0K | 0.03% | 00.0% | Unchanged |
| WD Rutherford LLC | 285 | $32.0K | 0.03% | +35+14.0% | Added |
| HWG Holdings LP | 282 | $32.0K | 0.02% | +282 | New |
| Norwood Financial Corp | 293 | $33.0K | 0.06% | 00.0% | Unchanged |
| Danda Trouve Investment Management, Inc. | 292 | $33.0K | 0.06% | +2+0.7% | Added |
