| Clark Wealth Partners | 25 | $6.25K | 0.00% | −4−13.8% | Reduced |
| Creative Financial Designs Inc | 27 | $6.75K | 0.00% | +1+3.8% | Added |
| Strengthening Families & Communities, LLC | 27 | $6.75K | 0.00% | +2+8.0% | Added |
| Dogwood Wealth Management LLC | 27 | $6.75K | 0.00% | +3+12.5% | Added |
| Bay Harbor Wealth Management, LLC | 27 | $6.75K | 0.00% | +10+58.8% | Added |
| Pin Oak Investment Advisors Inc | 28 | $7.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 28 | $7.00K | 0.00% | −1−3.4% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 29 | $7.25K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 29 | $7.25K | 0.00% | +27+1,350.0% | Added |
| Osbon Capital Management LLC | 31 | $7.75K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 32 | $8.00K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 32 | $8.00K | 0.00% | −13−28.9% | Reduced |
| SOA Wealth Advisors, LLC. | 33 | $8.25K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 33 | $8.25K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 33 | $8.25K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 34 | $8.50K | 0.00% | +11+47.8% | Added |
| Abound Wealth Management | 34 | $8.50K | 0.00% | −16−32.0% | Reduced |
| Wilkerson Advisory Group LLC | 36 | $9.00K | 0.00% | +1+2.9% | Added |
| UMA Financial Services, Inc. | 36 | $9.00K | 0.00% | +13+56.5% | Added |
| ZRC Wealth Management, LLC | 36 | $9.00K | 0.00% | +36 | New |
| Kilter Group LLC | 37 | $9.25K | 0.00% | −17−31.5% | Reduced |
| Dunhill Financial, LLC | 39 | $9.98K | 0.00% | +5+14.7% | Added |
| Newbridge Financial Services Group, Inc. | 40 | $10.0K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 40 | $10.0K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 40 | $10.0K | 0.00% | +3+8.1% | Added |
| Vanguard National Trust Co | 41 | $10.2K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 41 | $10.3K | 0.00% | +8+24.2% | Added |
| Kerr Financial Planning Corp | 42 | $10.5K | 0.01% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 42 | $10.5K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 42 | $10.5K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 43 | $10.7K | 0.00% | +14+48.3% | Added |
| First Pacific Financial | 45 | $11.3K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 46 | $11.5K | 0.00% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 47 | $11.6K | 0.00% | +47 | New |
| MidFirst Bank | 48 | $12.0K | 0.00% | +48 | New |
| Forum Finance Group S.A. | 60 | $12.0K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 50 | $12.5K | 0.00% | +3+6.4% | Added |
| Hollencrest Capital Management | 50 | $12.5K | 0.00% | +5+11.1% | Added |
| Front Row Advisors LLC | 50 | $12.5K | 0.00% | 00.0% | Unchanged |
| Tounjian Advisory Partners, LLC | 51 | $12.7K | 0.01% | +51 | New |
| Anchor Investment Management, LLC | 52 | $13.0K | 0.00% | +5+10.6% | Added |
| Rocky Mountain Advisers, LLC | 53 | $13.2K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 54 | $13.5K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 55 | $13.7K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 56 | $14.0K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 60 | $14.0K | 0.00% | +18+42.9% | Added |
| Catalyst Capital Advisors LLC | 58 | $14.5K | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 58 | $14.5K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 58 | $14.5K | 0.01% | +9+18.4% | Added |
| Hurley Capital, LLC | 59 | $14.7K | 0.01% | 00.0% | Unchanged |
| High Note Wealth, LLC | 59 | $14.7K | 0.00% | +9+18.0% | Added |
| First United Bank Trust | 59 | $14.7K | 0.00% | +59 | New |
| Adirondack Trust Co | 60 | $15.0K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 60 | $15.0K | 0.00% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 65 | $16.2K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 65 | $16.2K | 0.00% | +65 | New |
| LRI Investments, LLC | 67 | $16.7K | 0.00% | +5+8.1% | Added |
| Covestor Ltd | 69 | $17.0K | 0.01% | +5+7.8% | Added |
| Tripletail Wealth Management, LLC | 70 | $17.8K | 0.02% | 00.0% | Unchanged |
| Quarry LP | 72 | $18.0K | 0.00% | −587−89.1% | Reduced |
| Toth Financial Advisory Corp | 72 | $18.0K | 0.00% | −220−75.3% | Reduced |
| Wiser Advisor Group LLC | 72 | $18.0K | 0.02% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 72 | $18.0K | 0.00% | +68+1,700.0% | Added |
| Kemnay Advisory Services Inc. | 75 | $18.7K | 0.00% | −162−68.4% | Reduced |
| N.E.W. Advisory Services LLC | 75 | $18.7K | 0.00% | +14+23.0% | Added |
| Joseph Group Capital Management | 75 | $18.7K | 0.00% | +21+38.9% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 76 | $19.0K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 75 | $19.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 77 | $19.2K | 0.00% | +41+113.9% | Added |
| Greykasell Wealth Strategies, Inc. | 78 | $19.5K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 78 | $19.5K | 0.00% | +38+95.0% | Added |
| ESL Trust Services, LLC | 80 | $20.0K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 80 | $20.0K | 0.00% | +80 | New |
| Torren Management, LLC | 81 | $20.2K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 83 | $20.7K | 0.01% | −16−16.2% | Reduced |
| Manchester Capital Management LLC | 83 | $20.7K | 0.00% | −16−16.2% | Reduced |
| Keb Asset Management, LLC | 84 | $21.0K | 0.00% | +84 | New |
| JFS Wealth Advisors, LLC | 85 | $21.2K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 90 | $22.5K | 0.00% | +76+542.9% | Added |
| Security National Bank | 93 | $23.2K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 101 | $23.6K | 0.00% | +6+6.3% | Added |
| Silicon Valley Capital Partners | 102 | $25.5K | 0.00% | +102 | New |
| Private Wealth Management Group, LLC | 104 | $26.0K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 105 | $26.2K | 0.01% | −3−2.8% | Reduced |
| Armstrong Advisory Group, Inc | 108 | $27.0K | 0.00% | +3+2.9% | Added |
| Mosley Wealth Management | 110 | $27.5K | 0.01% | +80+266.7% | Added |
| Pinnacle Bancorp, Inc. | 112 | $28.0K | 0.01% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 115 | $28.7K | 0.02% | 00.0% | Unchanged |
| IFG Advisory, LLC | 117 | $29.2K | 0.00% | +117 | New |
| Washington Trust Advisors, Inc. | 119 | $29.7K | 0.00% | +64+116.4% | Added |
| Medallion Wealth Advisors, LLC | 120 | $30.0K | 0.01% | +33+37.9% | Added |
| Farmers & Merchants Investments Inc | 120 | $30.0K | 0.00% | −75−38.5% | Reduced |
| Private Trust Co NA | 121 | $30.2K | 0.00% | −14−10.4% | Reduced |
| Blue Bell Private Wealth Management, LLC | 121 | $30.2K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 122 | $30.5K | 0.00% | +10+8.9% | Added |
| Spire Wealth Management | 125 | $31.2K | 0.00% | −1−0.8% | Reduced |
| Meeder Asset Management Inc | 129 | $32.2K | 0.00% | +22+20.6% | Added |
| JPL Wealth Management, LLC | 129 | $32.2K | 0.01% | +5+4.0% | Added |
| Rachor Investment Advisory Services, LLC | 132 | $33.0K | 0.02% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 136 | $34.0K | 0.00% | +136 | New |