| Sofos Investments, Inc. | 0 | $5 | 0.00% | −139−100.0% | Reduced |
| Paloma Partners Management Co | 1 | $140 | 0.00% | −38,190−100.0% | Reduced |
| Optimum Investment Advisors | 1 | $140 | 0.00% | +1 | New |
| Stephens Consulting, LLC | 1 | $141 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 2 | $273 | 0.00% | 00.0% | Unchanged |
| Spartan Planning & Wealth Management | 2 | $280 | 0.00% | +2 | New |
| Kayne Anderson Rudnick Investment Management LLC | 3 | $420 | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 3 | $421 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 3 | $421 | 0.00% | +3 | New |
| Beacon Capital Management, LLC | 5 | $695 | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 5 | $700 | 0.00% | −150−96.8% | Reduced |
| Salem Investment Counselors Inc | 5 | $701 | 0.00% | −128−96.2% | Reduced |
| Wolff Wiese Magana LLC | 5 | $701 | 0.00% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 6 | $840 | 0.00% | +6 | New |
| Financial Avengers, Inc. | 7 | $980 | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 7 | $980 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 4 | $1.00K | 0.00% | +4 | New |
| Carolinas Wealth Consulting LLC | 7 | $1.01K | 0.00% | −84−92.3% | Reduced |
| Cedar Wealth Management, LLC | 8 | $1.12K | 0.00% | −4−33.3% | Reduced |
| NewSquare Capital LLC | 9 | $1.26K | 0.00% | +9 | New |
| Kozak & Associates, Inc. | 10 | $1.39K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 10 | $1.40K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 13 | $1.82K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 14 | $1.96K | 0.00% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 21 | $2.00K | 0.00% | +21 | New |
| Lee Financial Co | 15 | $2.10K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 15 | $2.10K | 0.00% | +5+50.0% | Added |
| M&R Capital Management Inc | 15 | $2.10K | 0.00% | +15 | New |
| Godsey & Gibb Associates | 16 | $2.24K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 16 | $2.24K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 18 | $2.52K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 18 | $2.52K | 0.00% | +18 | New |
| SOA Wealth Advisors, LLC. | 21 | $2.94K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 18 | $3.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 26 | $3.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 27 | $3.00K | 0.00% | +22+440.0% | Added |
| Clear Investment Research, LLC | 23 | $3.22K | 0.01% | −1−4.2% | Reduced |
| Focused Wealth Management, Inc | 23 | $3.22K | 0.00% | 00.0% | Unchanged |
| Legacy Financial Group LLC | 24 | $3.36K | 0.00% | +24 | New |
| Stonebridge Capital Advisors LLC | 25 | $3.50K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 26 | $3.64K | 0.01% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 31 | $4.34K | 0.01% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 31 | $4.34K | 0.00% | 00.0% | Unchanged |
| Liberty One Investment Management, LLC | 32 | $4.48K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 33 | $4.62K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 33 | $4.62K | 0.01% | +33 | New |
| Retirement Group, LLC | 35 | $4.90K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 35 | $4.90K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 37 | $5.18K | 0.00% | +1+2.8% | Added |
| Northwest Investment Counselors, LLC | 38 | $5.32K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 39 | $5.46K | 0.00% | 00.0% | Unchanged |
| Team Financial Group, LLC | 39 | $5.46K | 0.00% | +39 | New |
| Halpern Financial, Inc. | 43 | $6.02K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 44 | $6.16K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 45 | $6.30K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 47 | $6.58K | 0.00% | −1−2.1% | Reduced |
| Valley National Advisers Inc | 53 | $7.00K | 0.00% | +15+39.5% | Added |
| JDM Financial Group LLC | 50 | $7.00K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 57 | $8.00K | 0.00% | +57 | New |
| Washington Trust Co | 58 | $8.12K | 0.00% | +12+26.1% | Added |
| New England Capital Financial Advisors LLC | 60 | $8.40K | 0.01% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 61 | $8.54K | 0.00% | +12+24.5% | Added |
| Salomon & Ludwin, LLC | 67 | $9.38K | 0.00% | +67 | New |
| American State Bank (Iowa) | 68 | $9.52K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 71 | $9.94K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 72 | $10.1K | 0.00% | +10+16.1% | Added |
| Abound Wealth Management | 77 | $10.8K | 0.00% | −37−32.5% | Reduced |
| Tyler-Stone Wealth Management | 85 | $12.0K | 0.01% | +75+750.0% | Added |
| Laurel Wealth Advisors LLC | 86 | $12.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 87 | $12.2K | 0.00% | +7+8.8% | Added |
| City Holding Co | 95 | $13.3K | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 97 | $13.6K | 0.00% | +97 | New |
| Westside Investment Management, Inc. | 99 | $13.9K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 100 | $14.0K | 0.01% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 100 | $14.0K | 0.01% | 00.0% | Unchanged |
| RFP Financial Group LLC | 101 | $14.1K | 0.01% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 101 | $14.1K | 0.00% | +22+27.8% | Added |
| Eagle Bay Advisors LLC | 106 | $14.8K | 0.01% | +6+6.0% | Added |
| GoalVest Advisory LLC | 107 | $15.0K | 0.01% | +107 | New |
| Cohen & Steers, Inc. | 108 | $15.0K | 0.00% | +30+38.5% | Added |
| Provence Wealth Management Group | 108 | $15.1K | 0.01% | +108 | New |
| Stone House Investment Management, LLC | 110 | $15.4K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 115 | $16.1K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 120 | $16.8K | 0.00% | −893−88.2% | Reduced |
| Hollencrest Capital Management | 121 | $16.9K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 121 | $16.9K | 0.01% | +2+1.7% | Added |
| Pin Oak Investment Advisors Inc | 118 | $17.0K | 0.02% | 00.0% | Unchanged |
| Bangor Savings Bank | 125 | $17.5K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 127 | $17.8K | 0.01% | +127 | New |
| Front Row Advisors LLC | 128 | $17.9K | 0.01% | +32+33.3% | Added |
| Clear Street Markets LLC | 132 | $18.0K | 0.01% | +132 | New |
| CoreFirst Bank & Trust | 129 | $18.1K | 0.01% | 00.0% | Unchanged |
| Steward Financial Group LLC | 138 | $19.0K | 0.01% | +33+31.4% | Added |
| Emfo, LLC | 136 | $19.0K | 0.02% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 141 | $19.7K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 144 | $20.2K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 148 | $20.7K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 149 | $20.9K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 156 | $21.8K | 0.00% | 00.0% | Unchanged |