| Strengthening Families & Communities, LLC | 19 | $0 | 0.00% | +19 | New |
| McDonald Partners LLC | 2 | $504 | 0.00% | −5,085−100.0% | Reduced |
| Absolute Capital Management, LLC | 2 | $504 | 0.00% | +2 | New |
| Transamerica Financial Advisors, Inc. | 3 | $1.00K | 0.03% | 00.0% | Unchanged |
| Aquire Wealth Advisors, LLC | 5 | $1.00K | 0.00% | +5 | New |
| Karlinski Andrew C | 5 | $1.00K | 0.00% | +5 | New |
| FinTrust Capital Advisors, LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 10 | $3.00K | 0.00% | −20−66.7% | Reduced |
| Proffitt & Goodson Inc | 11 | $3.00K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 12 | $3.00K | 0.00% | +8+200.0% | Added |
| Rather & Kittrell, Inc. | 12 | $3.00K | 0.00% | +12 | New |
| Westwood Wealth Management | 18,695 | $3.00K | 0.00% | +18,695 | New |
| JJJ Advisors Inc. | 18 | $5.00K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 19 | $5.00K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 24 | $6.00K | 0.00% | −426−94.7% | Reduced |
| Retirement Group, LLC | 25 | $6.00K | 0.00% | +12+92.3% | Added |
| Financial Enhancement Group LLC | 28 | $7.00K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 31 | $8.00K | 0.00% | −2,129−98.6% | Reduced |
| Country Trust Bank | 31 | $8.00K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 31 | $8.00K | 0.00% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 35 | $9.00K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 40 | $10.0K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 38 | $10.0K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 40 | $10.0K | 0.01% | +40 | New |
| Wealthstreet Investment Advisors, LLC | 48 | $12.0K | 0.30% | 00.0% | Unchanged |
| Front Row Advisors LLC | 51 | $13.0K | 0.00% | −1−1.9% | Reduced |
| Aspire Private Capital, LLC | 52 | $13.0K | 0.00% | +22+73.3% | Added |
| Kelly Financial Services LLC | 53 | $13.4K | 0.01% | −10−15.9% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 60 | $15.0K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 60 | $15.0K | 0.01% | 00.0% | Unchanged |
| RGT Wealth Advisors, LLC | 58 | $15.0K | 0.00% | +58 | New |
| Lowe Wealth Advisors, LLC | 65 | $16.0K | 0.01% | +65 | New |
| Tyler-Stone Wealth Management | 63 | $16.0K | 0.01% | +63 | New |
| Rinkey Investments | 72 | $17.0K | 0.02% | +72 | New |
| Dark Forest Capital Management LP | 70 | $18.0K | 0.01% | −900−92.8% | Reduced |
| Kozak & Associates, Inc. | 74 | $19.0K | 0.01% | −202−73.2% | Reduced |
| Lipe & Dalton | 75 | $19.0K | 0.01% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 75 | $19.0K | 0.01% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory, LLC | 90 | $23.0K | 0.02% | +90 | New |
| JCIC Asset Management Inc. | 100 | $25.0K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 100 | $25.0K | 0.01% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 100 | $25.0K | 0.01% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 101 | $25.0K | 0.00% | +5+5.2% | Added |
| Mach-1 Financial Group, Inc. | 100 | $25.0K | 0.02% | +100 | New |
| Strategic Asset Management, LLC | 104 | $26.0K | 0.04% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 105 | $26.0K | 0.01% | 00.0% | Unchanged |
| Rational Advisors LLC | 107 | $27.0K | 0.00% | +60+127.7% | Added |
| Red Cedar Capital, LLC | 120 | $30.0K | 0.02% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 121 | $30.0K | 0.00% | +2+1.7% | Added |
| Bell Investment Advisors, Inc | 119 | $30.0K | 0.01% | +7+6.3% | Added |
| Delos Wealth Advisors, LLC | 120 | $30.0K | 0.03% | +120 | New |
| Operose Advisors LLC | 119 | $30.0K | 0.02% | +119 | New |
| Kelly Lawrence W & Associates Inc | 124 | $31.0K | 0.01% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 127 | $32.0K | 0.00% | – | – |
| Northwest Investment Counselors, LLC | 128 | $32.0K | 0.01% | +128 | New |
| MBM Wealth Consultants, LLC | 140 | $35.0K | 0.01% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 139 | $35.0K | 0.00% | 00.0% | Unchanged |
| Avondale Wealth Management | 144 | $36.0K | 0.04% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 141 | $36.0K | 0.02% | +141 | New |
| Holloway Wealth Management, LLC | – | $38.0K | 0.01% | – | – |
| Harvest Group Wealth Management, LLC | 150 | $38.0K | 0.02% | 00.0% | Unchanged |
| First National Bank of South Miami | 149 | $38.0K | 0.02% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 150 | $38.0K | 0.01% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 152 | $38.0K | 0.02% | +152 | New |
| Norwood Financial Corp | 156 | $39.0K | 0.05% | +156 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 156 | $39.0K | 0.01% | +156 | New |
| Miller Wealth Advisors, LLC | 155 | $39.0K | 0.03% | +155 | New |
| Stephens Consulting, LLC | 157 | $39.5K | 0.03% | +157 | New |
| Ahl Investment Management, Inc. | 157 | $40.0K | 0.04% | +157 | New |
| HC Financial Advisors Inc | 164 | $41.0K | 0.02% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 164 | $41.0K | 0.02% | +14+9.3% | Added |
| Steward Financial Group LLC | 167 | $42.0K | 0.04% | +167 | New |
| McCarthy Asset Management, Inc. | 175 | $44.0K | 0.03% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 178 | $45.0K | 0.03% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 183 | $46.0K | 0.01% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 181 | $46.0K | 0.00% | +46+34.1% | Added |
| Alaska Permanent Fund Corp | 190 | $46.0K | 0.00% | +190 | New |
| Cornerstone Management, Inc. | 189 | $47.6K | 0.01% | +189 | New |
| Simon Quick Advisors, LLC | 192 | $48.0K | 0.01% | −214−52.7% | Reduced |
| Bogart Wealth, LLC | 192 | $48.0K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 189 | $48.0K | 0.04% | +37+24.3% | Added |
| IAG Wealth Partners, LLC | 200 | $50.0K | 0.02% | −34−14.5% | Reduced |
| Norway Savings Bank | 198 | $50.0K | 0.02% | 00.0% | Unchanged |
| William Allan, LLC | 200 | $50.0K | 0.04% | +200 | New |
| SJS Investment Consulting Inc. | 203 | $51.0K | 0.02% | +203 | New |
| First Bank & Trust | 205 | $52.0K | 0.02% | +17+9.0% | Added |
| Financial Perspectives, Inc | 219 | $55.1K | 0.03% | +1+0.5% | Added |
| United Community Bank | 225 | $56.7K | 0.06% | +225 | New |
| Stonebridge Financial Planning Group, LLC | 231 | $57.0K | 0.03% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 233 | $58.0K | 0.01% | +1+0.4% | Added |
| HBC Financial Services, PLLC | 240 | $60.0K | 0.04% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 240 | $60.0K | 0.05% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 240 | $60.0K | 0.02% | 00.0% | Unchanged |
| NewSquare Capital LLC | 241 | $61.0K | 0.01% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 246 | $62.0K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 249 | $62.7K | 0.02% | +17+7.3% | Added |
| Carmichael Hill & Associates, Inc. | 250 | $63.0K | 0.03% | −50−16.7% | Reduced |
| Smith Group Asset Management, LLC | 250 | $63.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 262 | $66.0K | 0.03% | +77+41.6% | Added |