| Sofos Investments, Inc. | 1 | $55 | 0.00% | −1−50.0% | Reduced |
| Activest Wealth Management | 4 | $298 | 0.00% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 12 | $894 | 0.00% | +12 | New |
| Horizon Investments, LLC | 13 | $968 | 0.00% | +13 | New |
| Iron Horse Wealth Management, LLC | 14 | $1.04K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 14 | $1.04K | 0.00% | +14 | New |
| Venturi Wealth Management, LLC | 15 | $1.12K | 0.00% | −30−66.7% | Reduced |
| Raffa Wealth Management, LLC | 22 | $1.64K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 24 | $1.79K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 24 | $1.79K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 24 | $1.79K | 0.00% | +24 | New |
| Ables, Iannone, Moore & Associates, Inc. | 25 | $1.86K | 0.00% | +25 | New |
| Sawyer & Company, Inc | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 22 | $2.00K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 29 | $2.16K | 0.00% | +29 | New |
| Addison Advisors LLC | 30 | $2.23K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 31 | $2.33K | 0.00% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 32 | $2.38K | 0.00% | −4−11.1% | Reduced |
| Sugarloaf Wealth Management, LLC | 37 | $2.75K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 39 | $2.93K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 40 | $2.98K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 40 | $2.98K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 43 | $3.05K | 0.00% | +43 | New |
| Bourgeon Capital Management LLC | 41 | $3.05K | 0.00% | +17+70.8% | Added |
| Annapolis Financial Services, LLC | 49 | $3.65K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 54 | $4.05K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 55 | $4.09K | 0.00% | +55 | New |
| Gradient Investments LLC | 56 | $4.17K | 0.00% | −60−51.7% | Reduced |
| Carolinas Wealth Consulting LLC | 64 | $4.77K | 0.00% | −7−9.9% | Reduced |
| FWL Investment Management, LLC | 66 | $4.91K | 0.00% | +66 | New |
| First United Bank Trust | 67 | $4.99K | 0.00% | +67 | New |
| McGlone Suttner Wealth Management, Inc. | 68 | $5.04K | 0.00% | +68 | New |
| Archer Investment Corp | 68 | $5.06K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 70 | $5.20K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 73 | $5.43K | 0.00% | +73 | New |
| Accent Capital Management, LLC | 73 | $5.44K | 0.00% | +73 | New |
| Founders Capital Management | 77 | $5.73K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 84 | $6.25K | 0.01% | +84 | New |
| Beacon Capital Management, LLC | 109 | $6.94K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 95 | $7.07K | 0.01% | +95 | New |
| Kelly Lawrence W & Associates Inc | 100 | $7.45K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 100 | $7.45K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 100 | $7.45K | 0.01% | +100 | New |
| First Manhattan Co | 96 | $7.67K | 0.00% | −61−38.9% | Reduced |
| GW&K Investment Management, LLC | 107 | $8.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 112 | $8.34K | 0.00% | +3+2.8% | Added |
| IAG Wealth Partners, LLC | 118 | $8.79K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 120 | $8.95K | 0.00% | +120 | New |
| TSFG, LLC | 120 | $9.00K | 0.00% | +95+380.0% | Added |
| Frazier Financial Advisors, LLC | 122 | $9.09K | 0.01% | +122 | New |
| Washington Trust Advisors, Inc. | 123 | $9.16K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 126 | $9.38K | 0.00% | −60−32.3% | Reduced |
| Byrne Asset Management LLC | 140 | $10.5K | 0.01% | 00.0% | Unchanged |
| Naples Money Management LLC | 146 | $10.9K | 0.01% | +146 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 152 | $11.0K | 0.01% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 150 | $11.2K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 153 | $11.4K | 0.00% | +111+264.3% | Added |
| JNBA Financial Advisors | 154 | $11.5K | 0.00% | +82+113.9% | Added |
| Johnson Financial Group, Inc. | 155 | $11.5K | 0.00% | +155 | New |
| Center for Financial Planning, Inc. | 165 | $12.3K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 178 | $13.0K | 0.00% | 00.0% | Unchanged |
| Provence Wealth Management Group | 175 | $13.0K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 177 | $13.2K | 0.00% | −695−79.7% | Reduced |
| HHM Wealth Advisors, LLC | 178 | $13.3K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 186 | $13.7K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 200 | $14.9K | 0.00% | +200 | New |
| Norwood Financial Corp | 200 | $14.9K | 0.02% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 200 | $14.9K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 200 | $14.9K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 200 | $14.9K | 0.01% | +200 | New |
| Impact Partnership Wealth, LLC | 208 | $15.5K | 0.01% | 00.0% | Unchanged |
| RFP Financial Group LLC | 214 | $15.9K | 0.01% | +99+86.1% | Added |
| Princeton Global Asset Management LLC | 220 | $16.4K | 0.00% | +43+24.3% | Added |
| Bell Investment Advisors, Inc | 223 | $16.6K | 0.00% | +8+3.7% | Added |
| Operose Advisors LLC | 225 | $16.8K | 0.01% | 00.0% | Unchanged |
| Advantage Trust Co | 225 | $16.8K | 0.01% | +225 | New |
| Baillie Gifford & Co | 232 | $17.3K | 0.00% | +1+0.4% | Added |
| Tennessee Valley Asset Management Partners | 234 | $17.4K | 0.00% | +234 | New |
| Sound Income Strategies, LLC | 238 | $17.7K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 240 | $18.0K | 0.01% | +240 | New |
| Orion Capital Management LLC | 243 | $18.1K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 250 | $19.0K | 0.01% | 00.0% | Unchanged |
| Financial Freedom, LLC | 257 | $19.1K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 267 | $19.9K | 0.00% | −2,457−90.2% | Reduced |
| Pin Oak Investment Advisors Inc | 282 | $21.0K | 0.02% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 283 | $21.0K | 0.01% | 00.0% | Unchanged |
| Bokf, NA | 297 | $22.1K | 0.00% | +180+153.8% | Added |
| North Star Investment Management Corp. | 300 | $22.3K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 300 | $22.3K | 0.01% | +300 | New |
| Coppell Advisory Solutions LLC | 314 | $23.4K | 0.00% | +14+4.7% | Added |
| Clearstead Advisors, LLC | 323 | $24.1K | 0.00% | +244+308.9% | Added |
| Allworth Financial LP | 331 | $24.6K | 0.00% | +23+7.5% | Added |
| Garner Asset Management Corp | 364 | $24.7K | 0.01% | +364 | New |
| Boyd Watterson Asset Management LLC | 332 | $24.7K | 0.01% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 335 | $25.0K | 0.02% | −170−33.7% | Reduced |
| Sanctuary Wealth Management, L.L.C. | 338 | $25.2K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 347 | $25.8K | 0.00% | −169−32.8% | Reduced |
| Tradition Wealth Management, LLC | 351 | $26.0K | 0.00% | 00.0% | Unchanged |