| Avion Wealth | 4 | $0 | 0.00% | +4 | New |
| Koesten, Hirschmann & Crabtree, INC. | 2 | $368 | 0.00% | +2 | New |
| Western Pacific Wealth Management, LP | 3 | $551 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 3 | $552 | 0.00% | −81−96.4% | Reduced |
| Global Financial Private Client, LLC | 4 | $735 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 4 | $736 | 0.00% | −40−90.9% | Reduced |
| Wolff Wiese Magana LLC | 5 | $920 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 5 | $920 | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 10 | $1.84K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 10 | $1.84K | 0.00% | +10 | New |
| TD Ameritrade Investment Management, LLC | 13 | $2.00K | 0.00% | −2−13.3% | Reduced |
| Country Trust Bank | 12 | $2.21K | 0.00% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 14 | $2.58K | 0.00% | +14 | New |
| USA Financial Portformulas Corp | 14 | $2.58K | 0.00% | +14 | New |
| Tortoise Investment Management, LLC | 16 | $2.94K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 18 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 17 | $3.13K | 0.00% | −6−26.1% | Reduced |
| Adirondack Retirement Specialists, Inc. | 20 | $3.48K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 20 | $3.68K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 21 | $3.86K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 22 | $4.05K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 24 | $4.43K | 0.00% | +24 | New |
| Abound Wealth Management | 26 | $4.78K | 0.00% | +8+44.4% | Added |
| Capital Advisors, Ltd. LLC | 28 | $5.00K | 0.00% | −142−83.5% | Reduced |
| Quarry LP | 30 | $5.52K | 0.00% | −57−65.5% | Reduced |
| SJS Investment Consulting Inc. | 30 | $5.52K | 0.00% | +1+3.4% | Added |
| Mark Sheptoff Financial Planning, LLC | 34 | $6.25K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 35 | $6.44K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 37 | $6.81K | 0.00% | +37 | New |
| HHM Wealth Advisors, LLC | 38 | $6.99K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 47 | $8.65K | 0.00% | +16+51.6% | Added |
| Venturi Wealth Management, LLC | 50 | $9.20K | 0.00% | +50 | New |
| Rise Advisors, LLC | 50 | $9.28K | 0.01% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 51 | $9.38K | 0.01% | +44+628.6% | Added |
| Newbridge Financial Services Group, Inc. | 55 | $10.1K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 58 | $10.7K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 58 | $10.7K | 0.01% | +2+3.6% | Added |
| NewSquare Capital LLC | 58 | $10.7K | 0.00% | +58 | New |
| Coston, McIsaac & Partners | 61 | $11.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 62 | $11.4K | 0.00% | −2−3.1% | Reduced |
| Tucker Asset Management LLC | 65 | $12.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 68 | $12.5K | 0.01% | −19−21.8% | Reduced |
| Macroview Investment Management LLC | 72 | $13.2K | 0.02% | +72 | New |
| GPS Wealth Strategies Group, LLC | 72 | $13.2K | 0.00% | +72 | New |
| Larson Financial Group LLC | 73 | $13.5K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 74 | $13.6K | 0.01% | −3−3.9% | Reduced |
| WFA Asset Management Corp | 74 | $13.6K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 75 | $13.8K | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 78 | $14.4K | 0.01% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 80 | $14.7K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 86 | $15.8K | 0.01% | +1+1.2% | Added |
| Clean Yield Group | 86 | $15.8K | 0.01% | −34−28.3% | Reduced |
| Baker Avenue Asset Management, LP | 88 | $16.2K | 0.00% | +3+3.5% | Added |
| Umb Bank N A | 93 | $17.1K | 0.00% | −18−16.2% | Reduced |
| Steward Financial Group LLC | 100 | $18.0K | 0.01% | +50+100.0% | Added |
| Godsey & Gibb Associates | 100 | $18.4K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 100 | $18.4K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 100 | $18.4K | 0.02% | +100 | New |
| Sugarloaf Wealth Management, LLC | 100 | $18.6K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 106 | $19.5K | 0.01% | −56−34.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 108 | $20.0K | 0.00% | −50−31.6% | Reduced |
| Gables Capital Management Inc. | 110 | $20.2K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 111 | $20.4K | 0.00% | +8+7.8% | Added |
| Resources Management Corp | 275 | $21.0K | 0.00% | −12,262−97.8% | Reduced |
| Twin Lakes Capital Management, LLC | 119 | $21.9K | 0.02% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 120 | $22.1K | 0.01% | 00.0% | Unchanged |
| Core Alternative Capital | 122 | $22.5K | 0.00% | +12+10.9% | Added |
| Rosenberg Matthew Hamilton | 125 | $23.0K | 0.01% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 125 | $23.0K | 0.01% | +1+0.8% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 125 | $23.0K | 0.02% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 123 | $23.0K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 128 | $23.5K | 0.00% | +6+4.9% | Added |
| Baystate Wealth Management LLC | 130 | $24.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 133 | $24.5K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 137 | $25.0K | 0.00% | −56−29.0% | Reduced |
| JFS Wealth Advisors, LLC | 136 | $25.0K | 0.00% | −6−4.2% | Reduced |
| JNBA Financial Advisors | 140 | $25.8K | 0.00% | −114−44.9% | Reduced |
| Earnest Partners LLC | 143 | $26.3K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 147 | $27.0K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 147 | $27.0K | 0.01% | +12+8.9% | Added |
| West Branch Capital LLC | 150 | $27.6K | 0.02% | 00.0% | Unchanged |
| RFP Financial Group LLC | 152 | $28.0K | 0.03% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 156 | $28.7K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 157 | $29.1K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 163 | $29.9K | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $32.4K | 0.03% | – | – |
| Old Second National Bank of Aurora | 180 | $33.1K | 0.01% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 182 | $33.5K | 0.00% | +182 | New |
| MV Capital Management, Inc. | 183 | $33.7K | 0.00% | +9+5.2% | Added |
| Farmers & Merchants Investments Inc | 187 | $34.4K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 189 | $34.8K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 189 | $35.0K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 200 | $36.8K | 0.01% | 00.0% | Unchanged |
| Avondale Wealth Management | 200 | $36.8K | 0.03% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 200 | $36.8K | 0.02% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 202 | $37.2K | 0.02% | −12−5.6% | Reduced |
| Oakworth Capital, Inc. | 211 | $38.8K | 0.00% | 00.0% | Unchanged |
| American National Bank | 218 | $40.1K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 220 | $40.5K | 0.04% | 00.0% | Unchanged |