| State of Wyoming | 1 | $0 | 0.00% | −472−99.8% | Reduced |
| J.Safra Asset Management Corp | 49 | $0 | 0.00% | +25+104.2% | Added |
| McClarren Financial Advisors, Inc. | 1 | $0 | 0.00% | +1 | New |
| CFS Investment Advisory Services, LLC | 59,168 | $0 | 0.00% | +59,168 | New |
| Channing Global Advisors, LLC | 4 | $1.00K | 0.00% | −2,363−99.8% | Reduced |
| Financial Management Professionals, Inc. | 3 | $1.00K | 0.00% | −134−97.8% | Reduced |
| Thompson Siegel & Walmsley LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 6 | $1.65K | 0.00% | 00.0% | Unchanged |
| Corsicana & Co. | 6 | $2.00K | 0.00% | −300−98.0% | Reduced |
| Disciplined Investments, LLC | 8 | $2.00K | 0.00% | −17−68.0% | Reduced |
| GHP Investment Advisors, Inc. | 8 | $2.00K | 0.00% | −10−55.6% | Reduced |
| Lumature Wealth Partners, LLC | 8 | $2.00K | 0.00% | −9−52.9% | Reduced |
| PFG Private Wealth Management, LLC | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| HWG Holdings LP | 9 | $2.00K | 0.00% | +9 | New |
| Adirondack Retirement Specialists, Inc. | 8 | $2.00K | 0.00% | +8 | New |
| Longfellow Investment Management Co LLC | 11 | $3.00K | 0.00% | 00.0% | Unchanged |
| James Investment Research Inc | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 9 | $3.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 12 | $3.00K | 0.00% | +10+500.0% | Added |
| Webster Bank, N. A. | 14 | $4.00K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 15 | $4.00K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 15 | $4.00K | 0.00% | +1+7.1% | Added |
| Tradewinds Capital Management, LLC | 15 | $4.00K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 15 | $4.00K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 16 | $4.40K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 18 | $5.00K | 0.00% | +8+80.0% | Added |
| Lansing Street Advisors | 23 | $6.00K | 0.00% | −68−74.7% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 22 | $6.00K | 0.00% | −21−48.8% | Reduced |
| Avion Wealth | 20 | $6.00K | 0.00% | −23−53.5% | Reduced |
| Clearview Wealth Advisors LLC | 22 | $6.00K | 0.00% | −7−24.1% | Reduced |
| Semmax Financial Advisors Inc. | 21 | $6.00K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 22 | $6.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 21 | $6.00K | 0.00% | +6+40.0% | Added |
| Capital Directions Investment Advisors, LLC | 0 | $6.00K | 0.00% | 0 | New |
| Kelly Financial Services LLC | 25 | $6.88K | 0.00% | +10+66.7% | Added |
| Pacific Center for Financial Services | 26 | $7.00K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 25 | $7.00K | 0.01% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 25 | $7.00K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 24 | $7.00K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 25 | $7.00K | 0.01% | +2+8.7% | Added |
| CoreFirst Bank & Trust | 24 | $7.00K | 0.01% | +24 | New |
| Highline Wealth Partners LLC | 26 | $7.16K | 0.01% | +26 | New |
| Islay Capital Management, LLC | 30 | $8.00K | 0.01% | −59−66.3% | Reduced |
| Resources Management Corp | 28 | $8.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 32 | $8.00K | 0.00% | +9+39.1% | Added |
| FNY Investment Advisers, LLC | 30 | $8.00K | 0.01% | +30 | New |
| Belmont Capital, LLC | 29 | $8.00K | 0.01% | +29 | New |
| Davidson Capital Management Inc. | 31 | $9.00K | 0.00% | −1,636−98.1% | Reduced |
| Wagner Wealth Management, LLC | 34 | $9.00K | 0.01% | −5−12.8% | Reduced |
| Trustcore Financial Services, LLC | 36 | $10.0K | 0.00% | −235−86.7% | Reduced |
| IAG Wealth Partners, LLC | 36 | $10.0K | 0.00% | 00.0% | Unchanged |
| Knott David M Jr | 35 | $10.0K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 36 | $10.0K | 0.00% | +30+500.0% | Added |
| Toth Financial Advisory Corp | 37 | $10.0K | 0.00% | +37 | New |
| Cowa, LLC | 35 | $10.0K | 0.01% | +35 | New |
| Brown, Lisle/Cummings, Inc. | 38 | $10.5K | 0.01% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 39 | $11.0K | 0.00% | −24−38.1% | Reduced |
| Tilia Fiduciary Partners, Inc. | 40 | $11.0K | 0.01% | −5−11.1% | Reduced |
| Stephens Consulting, LLC | 43 | $11.8K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 44 | $12.0K | 0.00% | −163−78.7% | Reduced |
| Schubert & Co | 45 | $12.0K | 0.01% | +15+50.0% | Added |
| Coastal Capital Group, Inc. | 43 | $12.0K | 0.00% | +17+65.4% | Added |
| FSC Wealth Advisors, LLC | 43 | $12.0K | 0.12% | +20+87.0% | Added |
| Abound Wealth Management | 44 | $12.1K | 0.01% | +44 | New |
| Rise Advisors, LLC | 47 | $13.0K | 0.01% | 00.0% | Unchanged |
| Rational Advisors LLC | 50 | $14.0K | 0.00% | −6,999−99.3% | Reduced |
| Marquette Asset Management, LLC | 50 | $14.0K | 0.00% | −44−46.8% | Reduced |
| Ulland Investment Advisors, LLC | 50 | $14.0K | 0.02% | −30−37.5% | Reduced |
| EdgeRock Capital LLC | 51 | $14.0K | 0.01% | +51 | New |
| Kathleen S. Wright Associates Inc. | 52 | $14.0K | 0.01% | +52 | New |
| Axim Planning & Wealth | 55 | $15.0K | 0.01% | −37−40.2% | Reduced |
| Clear Investment Research, LLC | 55 | $15.0K | 0.03% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 55 | $15.0K | 0.03% | 00.0% | Unchanged |
| Sierra Capital LLC | 53 | $15.0K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 54 | $15.0K | 0.00% | +54 | New |
| Stephenson National Bank & Trust | 57 | $16.0K | 0.01% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 57 | $16.0K | 0.00% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 57 | $16.0K | 0.01% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 59 | $16.2K | 0.02% | +59 | New |
| Cedar Mountain Advisors, LLC | 62 | $17.0K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 62 | $17.1K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 64 | $18.0K | 0.00% | −15−19.0% | Reduced |
| Strengthening Families & Communities, LLC | 68 | $18.0K | 0.01% | +23+51.1% | Added |
| Beacon Capital Management, LLC | 51 | $19.0K | 0.01% | −69−57.5% | Reduced |
| First National Bank of South Miami | 68 | $19.0K | 0.01% | −23−25.3% | Reduced |
| Tortoise Investment Management, LLC | 70 | $19.0K | 0.00% | −15−17.6% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 68 | $19.0K | 0.02% | +68 | New |
| Investment Research & Advisory Group, Inc. | 74 | $20.0K | 0.02% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 54 | $20.0K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 71 | $20.0K | 0.01% | +7+10.9% | Added |
| First PREMIER Bank | 75 | $21.0K | 0.01% | 00.0% | Unchanged |
