| Rise Advisors, LLC | 1 | $27 | 0.00% | −505−99.8% | Reduced |
| WestEnd Advisors, LLC | 2 | $55 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 28 | $72 | 0.00% | +28 | New |
| Spartan Planning & Wealth Management | 3 | $83 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $138 | 0.00% | +5 | New |
| True Wealth Design, LLC | 7 | $193 | 0.00% | +7 | New |
| Eagle Bay Advisors LLC | 8 | $221 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 9 | $248 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 11 | $304 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 13 | $359 | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 18 | $497 | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 20 | $552 | 0.00% | +20 | New |
| Burleson & Company, LLC | 21 | $570 | 0.00% | +1+5.0% | Added |
| Fiduciary Alliance LLC | 25 | $690 | 0.00% | +25 | New |
| Concord Wealth Partners | 27 | $745 | 0.00% | +27 | New |
| Disciplined Investments, LLC | 36 | $994 | 0.00% | +30+500.0% | Added |
| Valley National Advisers Inc | 36 | $1.00K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 66 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 33 | $1.00K | 0.00% | +33 | New |
| Caldwell Trust Co | 44 | $1.22K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 46 | $1.27K | 0.00% | +46 | New |
| Abound Wealth Management | 47 | $1.30K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 50 | $1.37K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 50 | $1.54K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 59 | $1.63K | 0.00% | −150−71.8% | Reduced |
| Column Capital Advisors, LLC | 62 | $1.71K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 65 | $1.79K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 67 | $1.85K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 68 | $1.88K | 0.00% | 00.0% | Unchanged |
| My Personal CFO, LLC | 70 | $1.93K | 0.00% | +70 | New |
| American National Bank | 63 | $2.00K | 0.00% | −27−30.0% | Reduced |
| McClarren Financial Advisors, Inc. | 107 | $2.00K | 0.00% | +2+1.9% | Added |
| Pflug Koory, LLC | 75 | $2.00K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 84 | $2.00K | 0.00% | +84 | New |
| Retirement Group, LLC | 89 | $2.00K | 0.00% | +89 | New |
| Accurate Wealth Management, LLC | 67 | $2.01K | 0.00% | +67 | New |
| Castleview Partners, LLC | 73 | $2.02K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 75 | $2.07K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 80 | $2.21K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 83 | $2.29K | 0.00% | 00.0% | Unchanged |
| Piershale Financial Group, Inc. | 85 | $2.35K | 0.00% | +85 | New |
| Norwood Financial Corp | 100 | $2.76K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 100 | $2.76K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 104 | $2.87K | 0.00% | −51−32.9% | Reduced |
| Ogorek Anthony Joseph | 127 | $3.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 105 | $3.00K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 95 | $3.00K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 106 | $3.00K | 0.00% | +106 | New |
| Cullen/Frost Bankers, Inc. | 112 | $3.09K | 0.00% | −1,358−92.4% | Reduced |
| Johnson Financial Group, Inc. | 112 | $3.09K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 120 | $3.31K | 0.00% | +18+17.6% | Added |
| Pension & Wealth Management Advisors, Inc. | 120 | $3.31K | 0.00% | +120 | New |
| JFS Wealth Advisors, LLC | 121 | $3.34K | 0.00% | +118+3,933.3% | Added |
| Sound Income Strategies, LLC | 126 | $3.48K | 0.00% | −6−4.5% | Reduced |
| Richard W. Paul & Associates, LLC | 142 | $3.91K | 0.00% | +142 | New |
| Hazlett, Burt & Watson, Inc. | 155 | $4.00K | 0.00% | +3+2.0% | Added |
| Capital Advisors, Ltd. LLC | 757 | $4.00K | 0.00% | +597+373.1% | Added |
| Atlantic Trust, LLC | 157 | $4.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 141 | $4.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 152 | $4.00K | 0.00% | +58+61.7% | Added |
| Estabrook Capital Management | 145 | $4.00K | 0.00% | −500−77.5% | Reduced |
| Bell Investment Advisors, Inc | 147 | $4.06K | 0.00% | +48+48.5% | Added |
| Plante Moran Financial Advisors, LLC | 148 | $4.09K | 0.00% | +148 | New |
| Sugarloaf Wealth Management, LLC | 155 | $4.28K | 0.00% | +1+0.6% | Added |
| PSI Advisors, LLC | 161 | $4.45K | 0.00% | −102−38.8% | Reduced |
| Focused Wealth Management, Inc | 163 | $4.49K | 0.00% | +3+1.9% | Added |
| Tompkins Financial Corp | 178 | $5.00K | 0.00% | +135+314.0% | Added |
| SRS Capital Advisors, Inc. | 183 | $5.04K | 0.00% | +4+2.2% | Added |
| Earnest Partners LLC | 183 | $5.05K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 184 | $5.08K | 0.00% | +30+19.5% | Added |
| Beacon Capital Management, LLC | 200 | $5.52K | 0.00% | −161−44.6% | Reduced |
| Prestige Wealth Management Group LLC | 200 | $5.52K | 0.00% | −30−13.0% | Reduced |
| Quantbot Technologies LP | 211 | $5.83K | 0.00% | −17,235−98.8% | Reduced |
| Vigilant Capital Management, LLC | 200 | $6.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 201 | $6.00K | 0.00% | +3+1.5% | Added |
| Costello Asset Management, INC | 220 | $6.07K | 0.01% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 225 | $6.22K | 0.00% | +225 | New |
| SOA Wealth Advisors, LLC. | 226 | $6.24K | 0.00% | −2−0.9% | Reduced |
| Atticus Wealth Management, LLC | 245 | $6.76K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 246 | $6.79K | 0.00% | +195+382.4% | Added |
| BerganKDV Wealth Management, LLC | 248 | $6.86K | 0.00% | +23+10.2% | Added |
| Spire Wealth Management | 250 | $7.00K | 0.00% | −86−25.6% | Reduced |
| Baker Avenue Asset Management, LP | 263 | $7.26K | 0.00% | +263 | New |
| CoreCap Advisors, LLC | 272 | $7.51K | 0.00% | +272 | New |
| Exchange Traded Concepts, LLC | 273 | $7.54K | 0.00% | +273 | New |
| Morgan Dempsey Capital Management LLC | 285 | $7.87K | 0.00% | +130+83.9% | Added |
| Hantz Financial Services, Inc. | 298 | $8.00K | 0.00% | −356−54.4% | Reduced |
| GHP Investment Advisors, Inc. | 300 | $8.28K | 0.00% | +11+3.8% | Added |
| Tortoise Investment Management, LLC | 300 | $8.28K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 301 | $8.31K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 315 | $8.70K | 0.00% | −62−16.4% | Reduced |
| Ellevest, Inc. | 331 | $9.13K | 0.00% | −232−41.2% | Reduced |
| Kelly Financial Services LLC | 344 | $9.49K | 0.00% | +5+1.5% | Added |
| Lee Financial Co | 350 | $9.66K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 380 | $10.0K | 0.00% | 00.0% | Unchanged |
| Goodwin Investment Advisory | 384 | $10.6K | 0.01% | −73−16.0% | Reduced |
| Smithfield Trust Co | 380 | $11.0K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 400 | $11.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 437 | $12.1K | 0.00% | +31+7.6% | Added |