| McClarren Financial Advisors, Inc. | 65 | $27 | 0.02% | −350−84.3% | Reduced |
| Activest Wealth Management | 4 | $264 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 7 | $462 | 0.00% | +7 | New |
| Gold Investment Management Ltd. | 12 | $791 | 0.00% | 00.0% | Unchanged |
| EnRich Financial Partners LLC | 12 | $791 | 0.00% | +12 | New |
| ClariVest Asset Management LLC | 14 | $921 | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 14 | $923 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 16 | $1.05K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 17 | $1.12K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 18 | $1.19K | 0.00% | +18 | New |
| Raffa Wealth Management, LLC | 22 | $1.45K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 24 | $1.58K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 26 | $1.73K | 0.00% | +1+4.0% | Added |
| TSFG, LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 31 | $2.04K | 0.00% | +31 | New |
| Institutional & Family Asset Management, LLC | 32 | $2.14K | 0.00% | +1+3.2% | Added |
| Sugarloaf Wealth Management, LLC | 37 | $2.44K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 37 | $2.44K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 40 | $2.64K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 40 | $2.64K | 0.00% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 43 | $2.71K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 43 | $2.83K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 42 | $3.00K | 0.00% | −59−58.4% | Reduced |
| Valley National Advisers Inc | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 48 | $3.17K | 0.00% | +48 | New |
| Annapolis Financial Services, LLC | 49 | $3.23K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 49 | $3.26K | 0.00% | −181−78.7% | Reduced |
| Family Firm, Inc. | 50 | $3.30K | 0.00% | +50 | New |
| Carolinas Wealth Consulting LLC | 53 | $3.49K | 0.00% | +3+6.0% | Added |
| Bokf, NA | 53 | $3.49K | 0.00% | +53 | New |
| Archer Investment Corp | 68 | $4.48K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 73 | $4.81K | 0.00% | 00.0% | Unchanged |
| Lynx Investment Advisory | 73 | $4.81K | 0.00% | +73 | New |
| Pacific Capital Wealth Advisors, Inc | 75 | $4.95K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 77 | $5.08K | 0.00% | 00.0% | Unchanged |
| Allianz SE | 87 | $5.74K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 90 | $5.93K | 0.00% | +90 | New |
| WR Wealth Planners, LLC | 92 | $6.07K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 95 | $6.26K | 0.01% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 100 | $6.59K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 100 | $6.59K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 100 | $6.59K | 0.00% | +73+270.4% | Added |
| Beacon Capital Management, LLC | 109 | $7.19K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 118 | $7.78K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 120 | $7.91K | 0.00% | −58−32.6% | Reduced |
| Baillie Gifford & Co | 121 | $7.98K | 0.00% | −157−56.5% | Reduced |
| Washington Trust Advisors, Inc. | 123 | $8.11K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 126 | $8.31K | 0.00% | +126 | New |
| Cherry Tree Wealth Management, LLC | 128 | $8.44K | 0.00% | +128 | New |
| SJS Investment Consulting Inc. | 132 | $8.72K | 0.00% | +5+3.9% | Added |
| Chelsea Counsel Co | 133 | $8.77K | 0.00% | +133 | New |
| GW&K Investment Management, LLC | 144 | $9.00K | 0.00% | +4+2.9% | Added |
| Byrne Asset Management LLC | 140 | $9.21K | 0.01% | 00.0% | Unchanged |
| Hilltop National Bank | 145 | $9.56K | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 146 | $9.70K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 149 | $9.82K | 0.00% | +7+4.9% | Added |
| Continuum Advisory, LLC | 150 | $9.89K | 0.00% | −17−10.2% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 152 | $10.0K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 153 | $10.1K | 0.01% | +80+109.6% | Added |
| JNBA Financial Advisors | 154 | $10.2K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 179 | $11.8K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 181 | $11.9K | 0.00% | +2+1.1% | Added |
| Princeton Global Asset Management LLC | 184 | $12.1K | 0.00% | +7+4.0% | Added |
| Halpern Financial, Inc. | 186 | $12.3K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 189 | $12.5K | 0.01% | +189 | New |
| Paradigm Asset Management Co LLC | 200 | $13.2K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 200 | $13.2K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 220 | $14.5K | 0.00% | +171+349.0% | Added |
| Operose Advisors LLC | 225 | $14.8K | 0.01% | 00.0% | Unchanged |
| Advantage Trust Co | 225 | $14.8K | 0.01% | 00.0% | Unchanged |
| GFS Advisors, LLC | 55,802 | $16.0K | 0.00% | +55,802 | New |
| Orion Capital Management LLC | 243 | $16.0K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 244 | $16.1K | 0.00% | +6+2.5% | Added |
| Westend Capital Management, LLC | 250 | $16.6K | 0.01% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 257 | $16.9K | 0.00% | +257 | New |
| Pin Oak Investment Advisors Inc | 253 | $17.0K | 0.02% | −29−10.3% | Reduced |
| REAP Financial Group, LLC | 258 | $17.0K | 0.00% | −97−27.3% | Reduced |
| Financial Freedom, LLC | 267 | $17.6K | 0.01% | +10+3.9% | Added |
| Liberty Wealth Management LLC | 14,127 | $18.0K | 0.00% | +14,127 | New |
| Bullock Wealth Management Group | 282 | $18.7K | 0.01% | −1,141−80.2% | Reduced |
| JFS Wealth Advisors, LLC | 284 | $18.7K | 0.00% | −12−4.1% | Reduced |
| Frazier Financial Advisors, LLC | 285 | $18.8K | 0.01% | +106+59.2% | Added |
| Coston, McIsaac & Partners | 294 | $19.0K | 0.01% | +11+3.9% | Added |
| North Star Investment Management Corp. | 300 | $19.8K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 304 | $20.1K | 0.01% | +11+3.8% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 305 | $20.1K | 0.01% | +305 | New |
| Geneos Wealth Management Inc. | 315 | $20.8K | 0.00% | −100−24.1% | Reduced |
| RFP Financial Group LLC | 327 | $21.6K | 0.01% | +154+89.0% | Added |
| Boyd Watterson Asset Management LLC | 332 | $21.9K | 0.01% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 338 | $22.3K | 0.02% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 348 | $23.0K | 0.01% | +13+3.9% | Added |
| Key Financial Inc | 350 | $23.1K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 372 | $24.5K | 0.01% | +372 | New |
| Atlas Capital Advisors LLC | 399 | $26.3K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 400 | $26.4K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 400 | $26.4K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 400 | $26.4K | 0.00% | +400 | New |
| Coppell Advisory Solutions LLC | 407 | $26.8K | 0.00% | +407 | New |
| Bank of New Hampshire | 420 | $27.7K | 0.01% | 00.0% | Unchanged |