| Retirement Group, LLC | 1 | $0 | 0.00% | −30−96.8% | Reduced |
| Delos Wealth Advisors, LLC | 1 | $0 | 0.00% | +1 | New |
| WR Wealth Planners, LLC | 1 | $305 | 0.00% | +1 | New |
| PEAK6 Investments LLC | 3 | $1.00K | 0.00% | −71−95.9% | Reduced |
| Cedar Wealth Management, LLC | 4 | $1.00K | 0.00% | −4−50.0% | Reduced |
| Private Ocean, LLC | 4 | $1.00K | 0.00% | −1−20.0% | Reduced |
| NVWM, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 2 | $1.00K | 0.00% | +2 | New |
| Financial Synergies Wealth Advisors, Inc. | 6 | $1.83K | 0.00% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 5 | $2.00K | 0.00% | +2+66.7% | Added |
| Twin Lakes Capital Management, LLC | 8 | $2.00K | 0.00% | +8 | New |
| Estabrook Capital Management | 7 | $2.14K | 0.00% | +7 | New |
| Highline Wealth Partners LLC | 8 | $2.44K | 0.00% | +8 | New |
| Beacon Capital Management, LLC | 9 | $3.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 9 | $3.00K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 10 | $3.00K | 0.01% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 10 | $3.00K | 0.00% | +10 | New |
| SJS Investment Consulting Inc. | 8 | $3.00K | 0.00% | +8 | New |
| JJJ Advisors Inc. | 13 | $4.00K | 0.00% | −39−75.0% | Reduced |
| Disciplined Investments, LLC | 14 | $4.00K | 0.00% | −1−6.7% | Reduced |
| Castle Wealth Management LLC | 14 | $4.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 13 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 13 | $4.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 13 | $4.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 17 | $5.00K | 0.01% | −1−5.6% | Reduced |
| Worth Asset Management, LLC | 15 | $5.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 16 | $5.00K | 0.00% | +7+77.8% | Added |
| Sierra Capital LLC | 21 | $6.00K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 20 | $6.11K | 0.00% | −10−33.3% | Reduced |
| Acima Private Wealth, LLC | 22 | $6.72K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 25 | $7.00K | 0.00% | −11−30.6% | Reduced |
| Northwest Investment Counselors, LLC | 24 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 24 | $7.00K | 0.00% | −1−4.0% | Reduced |
| Schubert & Co | 24 | $7.00K | 0.01% | +8+50.0% | Added |
| Old North State Trust, LLC | 22 | $7.00K | 0.01% | +22 | New |
| Bellwether Advisors, LLC | 25 | $7.00K | 0.00% | +25 | New |
| IMA Wealth, Inc. | 26 | $8.00K | 0.00% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 25 | $8.00K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 30 | $9.00K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 31 | $9.00K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 30 | $9.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 29 | $9.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 30 | $9.00K | 0.01% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 31 | $9.00K | 0.00% | +15+93.8% | Added |
| Coastal Capital Group, Inc. | 34 | $10.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 30 | $10.0K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 34 | $10.0K | 0.00% | +25+277.8% | Added |
| BOK Financial Private Wealth, Inc. | 35 | $11.0K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 35 | $11.0K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 36 | $11.0K | 0.00% | +19+111.8% | Added |
| DT Investment Partners, LLC | 36 | $11.0K | 0.00% | +36 | New |
| Larson Financial Group LLC | 39 | $12.0K | 0.00% | +26+200.0% | Added |
| Absolute Capital Management, LLC | 42 | $12.9K | 0.02% | +42 | New |
| PrairieView Partners, LLC | 41 | $13.0K | 0.00% | −22−34.9% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 43 | $13.0K | 0.01% | −3−6.5% | Reduced |
| TCTC Holdings, LLC | 41 | $13.0K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 43 | $13.0K | 0.01% | +13+43.3% | Added |
| Hexagon Capital Partners LLC | 45 | $14.0K | 0.00% | +3+7.1% | Added |
| Cowa, LLC | 45 | $14.0K | 0.01% | +45 | New |
| Westside Investment Management, Inc. | 51 | $15.0K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 50 | $15.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 49 | $15.0K | 0.00% | +6+14.0% | Added |
| Annapolis Financial Services, LLC | 49 | $15.0K | 0.01% | +49 | New |
| Sit Investment Associates Inc | 54 | $16.0K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 53 | $16.0K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 52 | $16.0K | 0.01% | +16+44.4% | Added |
| Oakworth Capital, Inc. | 54 | $16.0K | 0.00% | +23+74.2% | Added |
| Leelyn Smith, LLC | 55 | $17.0K | 0.01% | −110−66.7% | Reduced |
| Carolinas Wealth Consulting LLC | 55 | $17.0K | 0.00% | −1−1.8% | Reduced |
| Baystate Wealth Management LLC | 59 | $18.0K | 0.00% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 60 | $18.0K | 0.02% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 59 | $18.0K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 62 | $19.0K | 0.02% | −18−22.5% | Reduced |
| Ayalon Holdings Ltd. | 62 | $19.0K | 0.01% | 00.0% | Unchanged |
| Tacita Capital Inc | 63 | $19.0K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 55 | $19.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 61 | $19.0K | 0.00% | +16+35.6% | Added |
| HWG Holdings LP | 63 | $19.0K | 0.01% | +63 | New |
| GoalVest Advisory LLC | 67 | $20.0K | 0.01% | −1,817−96.4% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 66 | $20.0K | 0.02% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 70 | $21.0K | 0.00% | −174−71.3% | Reduced |
| Solstein Capital, LLC | 70 | $21.0K | 0.02% | 00.0% | Unchanged |
| Abound Wealth Management | 73 | $22.3K | 0.01% | +73 | New |
| American Research & Management Co. | 75 | $23.0K | 0.01% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 76 | $24.0K | 0.00% | −10−11.6% | Reduced |
| Kathleen S. Wright Associates Inc. | 80 | $24.0K | 0.02% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 78 | $24.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 80 | $24.0K | 0.00% | +67+515.4% | Added |
| Mascoma Wealth Management LLC | 84 | $26.0K | 0.01% | 00.0% | Unchanged |
| Rain Capital Management, LLC | 88 | $27.0K | 0.02% | −6−6.4% | Reduced |
| Seldon Capital LP | 88 | $27.0K | 0.02% | 00.0% | Unchanged |
| First Financial Corp | 90 | $27.0K | 0.02% | +4+4.7% | Added |
| Vigilant Capital Management, LLC | 88 | $27.0K | 0.00% | +32+57.1% | Added |
| Osterweis Capital Management Inc | 90 | $27.0K | 0.00% | +90 | New |
| Disciplina Capital Management LLC | 91 | $27.6K | 0.01% | +1+1.1% | Added |