| Y.D. More Investments Ltd | 236 | $55 | 0.00% | −41−14.8% | Reduced |
| TFC Financial Management | 1 | $77 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1 | $79 | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 4 | $307 | 0.00% | +4 | New |
| Highline Wealth Partners LLC | 5 | $383 | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 6 | $460 | 0.00% | −179−96.8% | Reduced |
| Valued Wealth Advisors LLC | 6 | $460 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 6 | $460 | 0.00% | +6 | New |
| WestEnd Advisors, LLC | 7 | $536 | 0.00% | +1+16.7% | Added |
| North Capital, Inc. | 7 | $536 | 0.00% | +7 | New |
| Quaker Wealth Management, LLC | 8 | $613 | 0.00% | 00.0% | Unchanged |
| United Community Bank | 9 | $690 | 0.00% | +9 | New |
| Anfield Capital Management, LLC | 10 | $766 | 0.00% | +10 | New |
| Guerra Advisors Inc | 10 | $767 | 0.00% | +10 | New |
| Winnow Wealth LLC | 10 | $770 | 0.00% | +10 | New |
| American Capital Advisory, LLC | 11 | $843 | 0.00% | +2+22.2% | Added |
| Rakuten Securities, Inc. | 11 | $843 | 0.00% | +9+450.0% | Added |
| Wealth Preservation Advisors, LLC | 12 | $919 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 13 | $996 | 0.00% | +2+18.2% | Added |
| Rialto Wealth Management, LLC | 13 | $997 | 0.00% | −3−18.8% | Reduced |
| Valley National Advisers Inc | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 15 | $1.15K | 0.00% | +15 | New |
| Bell Investment Advisors, Inc | 16 | $1.23K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 16 | $1.23K | 0.00% | +2+14.3% | Added |
| Cedar Mountain Advisors, LLC | 16 | $1.23K | 0.00% | +16 | New |
| Activest Wealth Management | 20 | $1.53K | 0.00% | −4−16.7% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 24 | $1.84K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 24 | $1.84K | 0.00% | +24 | New |
| Bay Harbor Wealth Management, LLC | 26 | $1.99K | 0.00% | +5+23.8% | Added |
| Harvest Fund Management Co., Ltd | 31 | $2.00K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 26 | $2.02K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 34 | $2.60K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 34 | $2.60K | 0.00% | +7+25.9% | Added |
| JPL Wealth Management, LLC | 34 | $2.61K | 0.00% | +34 | New |
| ORG Partners LLC | 36 | $2.76K | 0.00% | −48−57.1% | Reduced |
| Kilter Group LLC | 37 | $2.83K | 0.00% | +10+37.0% | Added |
| First PREMIER Bank | 43 | $3.00K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 43 | $3.29K | 0.00% | +43 | New |
| Wealth Watch Advisors, INC | 43 | $3.29K | 0.00% | +43 | New |
| Sachetta, LLC | 46 | $3.52K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 46 | $3.53K | 0.00% | +46 | New |
| Cornerstone Planning Group LLC | 50 | $3.58K | 0.00% | +2+4.2% | Added |
| Steigerwald, Gordon & Koch Inc. | 49 | $3.75K | 0.00% | +49 | New |
| SBI Securities Co., Ltd. | 50 | $3.83K | 0.00% | −4−7.4% | Reduced |
| Sunbelt Securities, Inc. | 50 | $3.83K | 0.00% | +50 | New |
| DiNuzzo Private Wealth, Inc. | 56 | $4.01K | 0.00% | −1−1.8% | Reduced |
| Hughes Financial Services, LLC | 53 | $4.02K | 0.00% | +15+39.5% | Added |
| Legacy Wealth Managment, LLC | 53 | $4.06K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 54 | $4.11K | 0.00% | +54 | New |
| Heartwood Wealth Advisors LLC | 54 | $4.14K | 0.00% | +54 | New |
| Howard Hughes Medical Institute | 64 | $4.90K | 0.00% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 65 | $4.98K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 68 | $5.00K | 0.00% | +7+11.5% | Added |
| First Command Advisory Services, Inc. | 70 | $5.36K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 75 | $5.75K | 0.00% | −1,050−93.3% | Reduced |
| Cary Street Partners Financial LLC | 75 | $5.75K | 0.00% | −511−87.2% | Reduced |
| Raffa Wealth Management, LLC | 81 | $6.21K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 82 | $6.30K | 0.00% | +82 | New |
| SJS Investment Consulting Inc. | 87 | $6.67K | 0.00% | +58+200.0% | Added |
| Zions Bancorporation, National Association | 90 | $6.90K | 0.00% | −174−65.9% | Reduced |
| Clark Wealth Partners | 99 | $6.94K | 0.00% | +4+4.2% | Added |
| Foster Dykema Cabot & Partners, LLC | 93 | $7.13K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 96 | $7.36K | 0.01% | +96 | New |
| Colonial Trust Advisors | 97 | $7.43K | 0.00% | +97 | New |
| Ritter Daniher Financial Advisory LLC | 98 | $7.51K | 0.00% | +98 | New |
| Wolff Wiese Magana LLC | 101 | $7.74K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 102 | $7.82K | 0.00% | −3−2.9% | Reduced |
| Tortoise Investment Management, LLC | 103 | $7.89K | 0.00% | +4+4.0% | Added |
| Key Financial Inc | 106 | $7.99K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 108 | $8.00K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 108 | $8.28K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 110 | $8.43K | 0.00% | +67+155.8% | Added |
| DT Investment Partners, LLC | 112 | $8.58K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 117 | $8.96K | 0.00% | +86+277.4% | Added |
| South State Corp. | 126 | $9.65K | 0.00% | −29−18.7% | Reduced |
| GW&K Investment Management, LLC | 125 | $10.0K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 136 | $10.0K | 0.01% | +136 | New |
| Financial Management Professionals, Inc. | 137 | $10.5K | 0.00% | −315−69.7% | Reduced |
| LGT Financial Advisors LLC | 139 | $10.6K | 0.02% | +1+0.7% | Added |
| Hazlett, Burt & Watson, Inc. | 150 | $11.0K | 0.00% | +150 | New |
| Manchester Capital Management LLC | 150 | $11.5K | 0.00% | −784−83.9% | Reduced |
| Global Wealth Strategies & Associates | 160 | $12.3K | 0.00% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 712 | $12.3K | 0.01% | +552+345.0% | Added |
| Rocky Mountain Advisers, LLC | 163 | $12.5K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 166 | $12.8K | 0.00% | +166 | New |
| Essential Partners LLC | 167 | $12.8K | 0.00% | −342−67.2% | Reduced |
| Solstein Capital, LLC | 168 | $12.9K | 0.01% | −26−13.4% | Reduced |
| Crewe Advisors LLC | 168 | $12.9K | 0.00% | +168 | New |
| Aventura Private Wealth, LLC | 169 | $12.9K | 0.00% | +160+1,777.8% | Added |
| Rosenberg Matthew Hamilton | 173 | $13.2K | 0.00% | +143+476.7% | Added |
| Bruce G. Allen Investments, LLC | 177 | $13.6K | 0.01% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 190 | $14.6K | 0.02% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 190 | $14.6K | 0.00% | +190 | New |
| Palisade Asset Management, LLC | 192 | $14.7K | 0.00% | +192 | New |
| True Wealth Design, LLC | 198 | $15.2K | 0.00% | +38+23.8% | Added |
| St Germain D J Co Inc | 199 | $15.2K | 0.00% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 199 | $15.2K | 0.01% | +199 | New |
| Farmers & Merchants Investments Inc | 204 | $15.6K | 0.00% | 00.0% | Unchanged |
| Isthmus Partners, LLC | 211,271 | $16.2K | 0.00% | −2,533−1.2% | Reduced |