| USA Financial Portformulas Corp | 1 | $3.00K | 0.00% | +1 | New |
| Belmont Capital, LLC | 1 | $3.00K | 0.00% | +1 | New |
| Longfellow Investment Management Co LLC | 2 | $7.00K | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 2 | $7.00K | 0.00% | +2 | New |
| Navigation Wealth Management, Inc. | 3 | $10.0K | 0.07% | +3 | New |
| Globeflex Capital L P | 4 | $13.0K | 0.00% | 00.0% | Unchanged |
| Advocacy Wealth Management Services, LLC | 4 | $13.0K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | – | $16.0K | 0.00% | – | – |
| Ranger Investment Management, L.P. | 5 | $16.0K | 0.00% | 00.0% | Unchanged |
| Filbrandt Wealth Management, LLC | 5 | $16.0K | 0.01% | +2+66.7% | Added |
| Eukles Asset Management | 7 | $23.0K | 0.01% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 7 | $23.0K | 0.01% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 9 | $30.0K | 0.02% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 9 | $30.0K | 0.01% | +1+12.5% | Added |
| Sphinx Trading, LP | 9 | $30.0K | 0.04% | +9 | New |
| Berkshire Capital Holdings Inc | 10 | $33.0K | 0.00% | −8,590−99.9% | Reduced |
| Standard Family Office LLC | 10 | $33.0K | 0.01% | −1,296−99.2% | Reduced |
| Disciplina Capital Management LLC | 12 | $39.4K | 0.01% | 00.0% | Unchanged |
| Barnett & Company, Inc. | 13 | $43.0K | 0.03% | −43−76.8% | Reduced |
| Financial Enhancement Group LLC | 13 | $43.0K | 0.01% | 00.0% | Unchanged |
| Lountzis Asset Management, LLC | 16 | $52.6K | 0.03% | +6+60.0% | Added |
| West Financial Advisors, LLC | 16 | $53.0K | 0.02% | 00.0% | Unchanged |
| Banco de Sabadell, S.A | 17 | $56.0K | 0.04% | −55−76.4% | Reduced |
| Deane Retirement Strategies, Inc. | 17 | $56.0K | 0.03% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 18 | $59.0K | 0.07% | +1+5.9% | Added |
| Baron Financial Group, LLC | 18 | $59.1K | 0.04% | +8+80.0% | Added |
| Estate Counselors, LLC | 20 | $65.0K | 0.01% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 20 | $65.7K | 0.03% | +15+300.0% | Added |
| Goodwin Investment Advisory | 20 | $66.0K | 0.06% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 21 | $69.0K | 0.01% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 21 | $69.0K | 0.04% | +2+10.5% | Added |
| Johnson Midwest Financial, LLC | 21 | $69.0K | 0.06% | +3+16.7% | Added |
| Spence Asset Management | 22 | $72.0K | 0.02% | 00.0% | Unchanged |
| Elkhorn Partners Limited Partnership | 23 | $76.0K | 0.05% | +2+9.5% | Added |
| Copeland Capital Management, LLC | 26 | $85.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 27 | $89.0K | 0.07% | +5+22.7% | Added |
| Tucker Asset Management LLC | 29 | $97.8K | 0.04% | 00.0% | Unchanged |
| Savior LLC | 30 | $100.0K | 0.10% | −90−75.0% | Reduced |
| Bay Harbor Wealth Management, LLC | 31 | $102.0K | 0.04% | 00.0% | Unchanged |
| Birch Capital Management, LLC | 34 | $112.0K | 0.08% | 00.0% | Unchanged |
| Newfound Research LLC | 34 | $112.0K | 0.18% | +8+30.8% | Added |
| Ravenstone Capital Management Inc. | 35 | $115.0K | 0.08% | +35 | New |
| Moisand Fitzgerald Tamayo, LLC | 36 | $118.0K | 0.04% | 00.0% | Unchanged |
| Krane Funds Advisors LLC | 38 | $125.0K | 0.00% | −343−90.0% | Reduced |
| IronBridge Private Wealth, LLC | 39 | $128.0K | 0.08% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 39 | $128.0K | 0.06% | +28+254.5% | Added |
| Syverson Strege & Co | 40 | $131.0K | 0.10% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 40 | $131.0K | 0.17% | +1+2.6% | Added |
| Cedar Mountain Advisors, LLC | 40 | $131.0K | 0.04% | +2+5.3% | Added |
| Hoertkorn Richard Charles | 40 | $131.0K | 0.06% | +4+11.1% | Added |
| Rowland & Co Investment Counsel | 48 | $132.4K | 0.04% | −2−4.0% | Reduced |
| Boit C F David | 42 | $138.0K | 0.09% | 00.0% | Unchanged |
| America First Investment Advisors, LLC | 43 | $141.0K | 0.04% | 00.0% | Unchanged |
| Saban Cheryl | 43 | $141.0K | 23.42% | +10+30.3% | Added |
| Clear Perspectives Financial Planning, LLC | 45 | $148.0K | 0.07% | +10+28.6% | Added |
| Kapitalo Investimentos Ltda | 916 | $150.5K | 0.08% | +916 | New |
| Lloyd Advisory Services, LLC. | 46 | $151.0K | 0.08% | +18+64.3% | Added |
| Newton One Investments LLC | 47 | $154.0K | 0.11% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 48 | $158.0K | 0.11% | −16−25.0% | Reduced |
| Vectors Research Management, LLC | 48 | $158.0K | 0.04% | 00.0% | Unchanged |
| Stephens Investment Management Group LLC | 50 | $164.0K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 51 | $168.0K | 0.08% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 52 | $171.0K | 0.06% | −14−21.2% | Reduced |
| TimesSquare Capital Management, LLC | 61 | $200.0K | 0.00% | −357−85.4% | Reduced |
| Holloway Wealth Management, LLC | – | $200.0K | 0.06% | – | – |
| Total Wealth Planning, LLC | 61 | $200.0K | 0.07% | +1+1.7% | Added |
| Cadent Capital Advisors, LLC | 62 | $204.0K | 0.09% | −82−56.9% | Reduced |
| Trinity Financial Advisors LLC | 62 | $204.0K | 0.14% | −16−20.5% | Reduced |
| JD Financial Services Inc. | 63 | $207.0K | 0.19% | +63 | New |
| Ativo Capital Management LLC | 64 | $210.0K | 0.10% | −125−66.1% | Reduced |
| Confluence Investment Management LLC | 64 | $210.0K | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 64 | $210.0K | 0.10% | 00.0% | Unchanged |
| Mirsky Financial Management Corp. | 64 | $210.0K | 0.09% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 64 | $210.0K | 0.08% | 00.0% | Unchanged |
| Foster & Motley Inc | 64 | $210.0K | 0.02% | +5+8.5% | Added |
| Waterfront Wealth Inc. | 64 | $210.0K | 0.10% | +64 | New |
| Williams Financial, LLC | 65 | $213.0K | 0.18% | −30−31.6% | Reduced |
| Stone House Investment Management, LLC | 62 | $213.0K | 0.08% | 00.0% | Unchanged |
| BlueSky Wealth Advisors, LLC | 65 | $213.0K | 0.04% | +11+20.4% | Added |
| Aull & Monroe Investment Management Corp | 65 | $214.0K | 0.11% | 00.0% | Unchanged |
| Van Cleef Asset Management,Inc | 65 | $214.0K | 0.03% | 00.0% | Unchanged |
| Sentinel Pension Advisors Inc | 65 | $214.0K | 0.07% | +65 | New |
| CKW Financial Group | 65 | $215.0K | 0.03% | −4−5.8% | Reduced |
| Intrepid Capital Management Inc | 66 | $217.0K | 0.11% | +1+1.5% | Added |
| Guidance Point Advisors, LLC | 67 | $219.0K | 0.08% | 00.0% | Unchanged |
| Avion Wealth | 67 | $220.0K | 0.07% | −51−43.2% | Reduced |
| Hollow Brook Wealth Management LLC | 67 | $220.0K | 0.14% | 00.0% | Unchanged |
| Milestone Advisory Partners | 67 | $220.0K | 0.13% | 00.0% | Unchanged |
| PVG Asset Management Corp | 67 | $220.1K | 0.66% | 00.0% | Unchanged |
| Lathrop Investment Management Corp | 68 | $223.0K | 0.05% | −3−4.2% | Reduced |
| Yorktown Management & Research Co Inc | 68 | $223.0K | 0.17% | 00.0% | Unchanged |
| Emfo, LLC | 68 | $223.0K | 0.20% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 68 | $223.0K | 0.14% | +2+3.0% | Added |
| Wealthgate Family Office, LLC | 68 | $223.0K | 0.34% | +68 | New |
| Inspire Advisors, LLC | 68 | $224.0K | 0.07% | +68 | New |
| Mokosak Advisory Group, LLC | 69 | $225.0K | 0.09% | 00.0% | Unchanged |
| Fort, L.P. | 69 | $227.0K | 0.08% | −76−52.4% | Reduced |
| Bourgeon Capital Management LLC | 69 | $227.0K | 0.05% | 00.0% | Unchanged |
| Wealthstreet Investment Advisors, LLC | 70 | $230.0K | 6.35% | −131−65.2% | Reduced |
| Towerpoint Wealth, LLC | 70 | $230.0K | 0.11% | −21−23.1% | Reduced |
