| Baldrige Asset Management LLC | 1 | $0 | 0.00% | −107−99.1% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 4 | $0 | 0.00% | −94−95.9% | Reduced |
| Eukles Asset Management | 19 | $0 | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 8 | $0 | 0.00% | −6−42.9% | Reduced |
| First Command Advisory Services, Inc. | 215 | $0 | 0.00% | +167+347.9% | Added |
| Tower View Investment Management & Research LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 29 | $0 | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 1 | $9 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 2 | $19 | 0.00% | 00.0% | Unchanged |
| Kraematon Investment Advisors, Inc | 3 | $28 | 0.00% | +3 | New |
| Arcadia Investment Advisors LLC | 5 | $48 | 0.00% | +5 | New |
| Adirondack Retirement Specialists, Inc. | 7 | $66 | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 12 | $114 | 0.00% | −1,112−98.9% | Reduced |
| Luken Investment Analytics, LLC | 18 | $171 | 0.00% | +18 | New |
| Spirit of America Management Corp | 19 | $180 | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 20 | $190 | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 20 | $190 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 25 | $237 | 0.00% | +1+4.2% | Added |
| Acima Private Wealth, LLC | 28 | $265 | 0.00% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 31 | $294 | 0.00% | +31 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 34 | $322 | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 36 | $341 | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 36 | $341 | 0.00% | +36 | New |
| Hoertkorn Richard Charles | 37 | $351 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 41 | $387 | 0.00% | −161−79.7% | Reduced |
| Robbins Farley LLC | 42 | $398 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 45 | $427 | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 48 | $434 | 0.00% | −2,341−98.0% | Reduced |
| Johnson Financial Group, Inc. | 52 | $493 | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 61 | $578 | 0.00% | 00.0% | Unchanged |
| Savior LLC | 64 | $607 | 0.00% | −989−93.9% | Reduced |
| Syverson Strege & Co | 66 | $626 | 0.00% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 66 | $626 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 68 | $645 | 0.00% | +68 | New |
| DB Wealth Management Group, LLC | 70 | $664 | 0.00% | +70 | New |
| Richard W. Paul & Associates, LLC | 70 | $664 | 0.00% | +70 | New |
| Solstein Capital, LLC | 72 | $683 | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 72 | $683 | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 74 | $702 | 0.00% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 74 | $702 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 75 | $711 | 0.00% | −6−7.4% | Reduced |
| Emfo, LLC | 85 | $806 | 0.00% | −441−83.8% | Reduced |
| South State Corp. | 89 | $844 | 0.00% | +89 | New |
| Morton Brown Family Wealth, LLC | 90 | $853 | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 75 | $855 | 0.00% | +75 | New |
| Private Advisor Group, LLC | 95,264 | $903 | 0.00% | −25,990−21.4% | Reduced |
| New Millennium Group LLC | 99 | $938 | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 80 | $1.00K | 0.00% | −735−90.2% | Reduced |
| Hanson & Doremus Investment Management | 100 | $1.00K | 0.00% | −510−83.6% | Reduced |
| Benjamin Edwards Inc | 132 | $1.00K | 0.00% | 00.0% | Unchanged |
| America First Investment Advisors, LLC | 61 | $1.00K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 72 | $1.00K | 0.00% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 72 | $1.00K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 70 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 93 | $1.00K | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 127 | $1.00K | 0.00% | 00.0% | Unchanged |
| Horizons Wealth Management | 71 | $1.00K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 132 | $1.00K | 0.00% | +132 | New |
| IAG Wealth Partners, LLC | 106 | $1.00K | 0.00% | −729−87.3% | Reduced |
| Ruedi Wealth Management, Inc. | 107 | $1.01K | 0.00% | +107 | New |
| Heritage Wealth Advisors | 110 | $1.04K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 112 | $1.06K | 0.00% | −121−51.9% | Reduced |
| Riverpoint Wealth Management Holdings, LLC | 114 | $1.08K | 0.00% | +114 | New |
| Ritter Daniher Financial Advisory LLC | 120 | $1.14K | 0.00% | −133−52.6% | Reduced |
| Systematic Financial Management LP | 120 | $1.14K | 0.00% | 00.0% | Unchanged |
| Gs Investments, Inc. | 120 | $1.14K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 139 | $1.32K | 0.00% | −520−78.9% | Reduced |
| Fairfield Financial Advisors, LTD | 147 | $1.39K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 148 | $1.40K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 152 | $1.44K | 0.00% | −117−43.5% | Reduced |
| Chelsea Counsel Co | 159 | $1.51K | 0.00% | +159 | New |
| Live Oak Investment Partners | – | $1.51K | 0.00% | – | New |
| Aua Capital Management, LLC | 171 | $1.62K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 174 | $1.65K | 0.00% | +174 | New |
| Abound Wealth Management | 178 | $1.69K | 0.00% | −1−0.6% | Reduced |
| Ten Capital Wealth Advisors, LLC | 179 | $1.70K | 0.00% | +103+135.5% | Added |
| Financial Synergies Wealth Advisors, Inc. | 185 | $1.75K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 194 | $1.84K | 0.00% | −1,151−85.6% | Reduced |
| Core Wealth Advisors, Inc. | 202 | $1.92K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 205 | $1.94K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 205 | $1.94K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 196 | $2.00K | 0.00% | −734−78.9% | Reduced |
| Optiver Holding B.V. | 180 | $2.00K | 0.00% | −567−75.9% | Reduced |
| Winch Advisory Services, LLC | 258 | $2.00K | 0.00% | −257−49.9% | Reduced |
| American National Bank | 171 | $2.00K | 0.00% | −245−58.9% | Reduced |
| Sierra Capital LLC | 180 | $2.00K | 0.00% | −252−58.3% | Reduced |
| First PREMIER Bank | 259 | $2.00K | 0.00% | −71−21.5% | Reduced |
| FNY Investment Advisers, LLC | 260 | $2.00K | 0.00% | −60−18.8% | Reduced |
| Copeland Capital Management, LLC | 196 | $2.00K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 192 | $2.00K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 190 | $2.00K | 0.00% | +94+97.9% | Added |
| EMC Capital Management | 200 | $2.00K | 0.00% | +100+100.0% | Added |
| Cowen Prime Advisors LLC | 233 | $2.00K | 0.00% | +120+106.2% | Added |
| JTC Employer Solutions Trusteee Ltd | 169 | $2.00K | 0.00% | +169 | New |
| VitalStone Financial, LLC | 246 | $2.00K | 0.00% | +246 | New |
| Lansing Street Advisors | 212 | $2.01K | 0.00% | +72+51.4% | Added |
| Cary Street Partners Asset Management LLC | 217 | $2.06K | 0.00% | −550−71.7% | Reduced |
| Global Trust Asset Management, LLC | 224 | $2.12K | 0.00% | −348−60.8% | Reduced |
| Bellwether Advisors, LLC | 227 | $2.15K | 0.00% | 00.0% | Unchanged |