| Spartan Planning & Wealth Management | 1 | $0 | 0.00% | −3−75.0% | Reduced |
| Joseph P. Lucia & Associates, LLC | 1 | $0 | 0.00% | −2−66.7% | Reduced |
| Robbins Farley LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 3 | $0 | 0.00% | +3 | New |
| WestEnd Advisors, LLC | 3 | $423 | 0.00% | – | – |
| Old North State Trust, LLC | 5 | $707 | 0.65% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Karlinski Andrew C | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 13 | $1.00K | 0.00% | +13 | New |
| Tfo-TDC, LLC | 6 | $1.00K | 0.00% | +6 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 10 | $1.00K | 0.00% | +10 | New |
| Dark Forest Capital Management LP | 5 | $1.00K | 0.00% | +5 | New |
| Castleview Partners, LLC | 20 | $1.71K | 0.00% | −863−97.7% | Reduced |
| Raleigh Capital Management Inc. | 14 | $2.00K | 0.00% | −857−98.4% | Reduced |
| Insight Financial Services | 20 | $2.00K | 0.01% | 00.0% | Unchanged |
| Lake Point Wealth Management | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 21 | $3.00K | 0.00% | 00.0% | Unchanged |
| West Bancorporation Inc | 19 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 24 | $3.00K | 0.00% | +24 | New |
| Blume Capital Management, Inc. | 29 | $4.00K | 0.00% | −91−75.8% | Reduced |
| Kessler Investment Group, LLC | 28 | $4.00K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 30 | $4.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 26 | $4.00K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 31 | $4.34K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 35 | $5.00K | 0.00% | −41−53.9% | Reduced |
| Tevis Investment Management | 39 | $5.00K | 0.00% | +1+2.6% | Added |
| Fairfield, Bush & Co. | 32 | $5.00K | 0.00% | +32 | New |
| Global Financial Private Client, LLC | 39 | $5.55K | 0.00% | −5,018−99.2% | Reduced |
| Stuart Chaussee & Associates, Inc. | 45 | $6.00K | 0.01% | −55−55.0% | Reduced |
| Ogorek Anthony Joseph | 48 | $6.00K | 0.00% | +2+4.3% | Added |
| Heritage Wealth Management, LLC | 46 | $6.50K | 0.00% | −12−20.7% | Reduced |
| PFS Partners, LLC | 47 | $6.69K | 0.01% | 00.0% | Unchanged |
| Private Ocean, LLC | 55 | $7.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 50 | $7.00K | 0.00% | −2−3.8% | Reduced |
| Miller Wealth Advisors, LLC | 50 | $7.00K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, Inc. | 50 | $7.00K | 0.00% | +50 | New |
| Morton Brown Family Wealth, LLC | 47 | $7.00K | 0.01% | +47 | New |
| Acima Private Wealth, LLC | 50 | $7.06K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 54 | $8.00K | 0.00% | −214−79.9% | Reduced |
| Strategic Asset Management, LLC | 59 | $8.00K | 0.01% | 00.0% | Unchanged |
| Morgan Dempsey Capital Management LLC | 57 | $8.00K | 0.00% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 34 | $8.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 58 | $8.19K | 0.00% | +3+5.5% | Added |
| Goodwin Investment Advisory | 62 | $8.76K | 0.01% | −161−72.2% | Reduced |
| Ellis Investment Partners, LLC | 66 | $9.00K | 0.00% | −212−76.3% | Reduced |
| First Financial Corp | 65 | $9.00K | 0.01% | −114−63.7% | Reduced |
| Atwood & Palmer Inc | 61 | $9.00K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 61 | $9.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 61 | $9.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 61 | $9.00K | 0.00% | +61 | New |
| Capital Advisors, Ltd. LLC | 68 | $10.0K | 0.00% | −17−20.0% | Reduced |
| Strengthening Families & Communities, LLC | 46 | $10.0K | 0.01% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 86 | $12.0K | 0.00% | −612−87.7% | Reduced |
| Leelyn Smith, LLC | 88 | $12.0K | 0.00% | +1+1.1% | Added |
| Johnson Midwest Financial, LLC | 85 | $12.0K | 0.02% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 56 | $12.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 86 | $12.0K | 0.00% | +86 | New |
| Semmax Financial Advisors Inc. | 77 | $13.0K | 0.01% | −146−65.5% | Reduced |
| Schubert & Co | 90 | $13.0K | 0.01% | +64+246.2% | Added |
| Lowe Wealth Advisors, LLC | 90 | $13.0K | 0.01% | +90 | New |
| Baillie Gifford & Co | 97 | $14.0K | 0.00% | −8−7.6% | Reduced |
| FNY Investment Advisers, LLC | 100 | $14.0K | 0.01% | +100 | New |
| Savior LLC | 100 | $14.0K | 0.01% | +100 | New |
| Brown, Lisle/Cummings, Inc. | 100 | $14.1K | 0.01% | −100−50.0% | Reduced |
| Tradewinds Capital Management, LLC | 108 | $15.0K | 0.01% | −987−90.1% | Reduced |
| Rock Creek Group, LP | 107 | $15.0K | 0.00% | −265−71.2% | Reduced |
| Annapolis Financial Services, LLC | 105 | $15.0K | 0.01% | +2+1.9% | Added |
| West Financial Advisors, LLC | 103 | $15.0K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 115 | $16.0K | 0.01% | +115 | New |
| Syverson Strege & Co | 122 | $17.0K | 0.01% | 00.0% | Unchanged |
| Founders Capital Management | 126 | $18.0K | 0.01% | +1+0.8% | Added |
| Emerald Advisers, LLC | 130 | $18.0K | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 126 | $18.0K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 137 | $19.0K | 0.01% | −61−30.8% | Reduced |
| Knott David M Jr | 139 | $20.0K | 0.01% | +139 | New |
| Level Financial Advisors, Inc. | 146 | $21.0K | 0.02% | 00.0% | Unchanged |
| Arrow Financial Corp | 146 | $21.0K | 0.00% | +80+121.2% | Added |
| Beaird Harris Wealth Management, LLC | 148 | $21.0K | 0.01% | +95+179.2% | Added |
| Halpern Financial, Inc. | 149 | $21.1K | 0.01% | +47+46.1% | Added |
| Navigation Wealth Management, Inc. | 157 | $22.0K | 2.44% | 00.0% | Unchanged |
| Valley National Advisers Inc | 149 | $22.0K | 0.00% | +135+964.3% | Added |
| West Branch Capital LLC | 164 | $23.0K | 0.01% | 00.0% | Unchanged |
| Win Advisors, Inc | 160 | $23.0K | 0.05% | +53+49.5% | Added |
| Kelly Financial Services LLC | 165 | $23.4K | 0.01% | 00.0% | Unchanged |
| Disciplina Capital Management LLC | 168 | $23.8K | 0.01% | +1+0.6% | Added |
| Aspire Private Capital, LLC | 173 | $24.0K | 0.01% | −3,177−94.8% | Reduced |
| Loomis Sayles & Co L P | 168 | $24.0K | 0.00% | −48−22.2% | Reduced |
| MV Capital Management, Inc. | 173 | $24.0K | 0.00% | −22−11.3% | Reduced |
| Versant Capital Management, Inc | 168 | $24.0K | 0.01% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 181 | $26.0K | 0.01% | −18−9.0% | Reduced |
| Operose Advisors LLC | 187 | $26.0K | 0.02% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 183 | $26.0K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 186 | $26.0K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 181 | $26.0K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 181 | $26.0K | 0.01% | +31+20.7% | Added |