| Kelly Financial Services LLC | 6,908 | $10 | 0.00% | +6,898+68,980.0% | Added |
| USA Financial Portformulas Corp | 1 | $1.00K | 0.00% | −1,728−99.9% | Reduced |
| Macroview Investment Management LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| San Francisco Sentry Investment Group (Ca) | 5 | $3.00K | 0.00% | −64−92.8% | Reduced |
| IMA Wealth, Inc. | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 4 | $3.00K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 5 | $3.00K | 0.00% | +5 | New |
| Phoenix Wealth Advisors | 4 | $3.00K | 0.00% | +4 | New |
| Delos Wealth Advisors, LLC | 4 | $3.00K | 0.00% | +4 | New |
| SkyView Investment Advisors, LLC | 7 | $4.00K | 0.00% | 00.0% | Unchanged |
| Ford Financial Group, LLC | 6 | $4.00K | 0.00% | +6 | New |
| Bartlett & Co. LLC | 9 | $6.00K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 9 | $6.00K | 0.00% | +7+350.0% | Added |
| Baystate Wealth Management LLC | 8 | $6.00K | 0.00% | +8 | New |
| Bartlett & Co. Wealth Management LLC | 9 | $6.22K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 10 | $7.00K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 11 | $7.00K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 10 | $7.00K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 10 | $7.00K | 0.00% | +10 | New |
| Lenox Wealth Advisors, LLC | 11 | $8.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 13 | $9.00K | 0.00% | −107−89.2% | Reduced |
| Holloway Wealth Management, LLC | – | $9.00K | 0.00% | – | – |
| Truvestments Capital LLC | 13 | $9.00K | 0.00% | +13 | New |
| Howe & Rusling Inc | 14 | $10.0K | 0.00% | −7−33.3% | Reduced |
| Winch Advisory Services, LLC | 15 | $10.0K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 14 | $10.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 16 | $11.0K | 0.01% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 16 | $11.0K | 0.00% | +4+33.3% | Added |
| Stonebridge Capital Advisors LLC | 18 | $12.0K | 0.00% | +3+20.0% | Added |
| Rocky Mountain Advisers, LLC | 20 | $14.0K | 0.02% | 00.0% | Unchanged |
| Orion Capital Management LLC | 20 | $14.0K | 0.01% | 00.0% | Unchanged |
| Lake Point Wealth Management | 20 | $14.0K | 0.01% | +20 | New |
| Ogorek Anthony Joseph | 22 | $15.0K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 21 | $15.0K | 0.00% | +16+320.0% | Added |
| Tortoise Investment Management, LLC | 23 | $16.0K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 24 | $16.0K | 0.00% | +6+33.3% | Added |
| Credential Qtrade Securities Inc. | 24 | $16.6K | 0.00% | +11+84.6% | Added |
| Barrett Asset Management, LLC | 24 | $17.0K | 0.00% | 00.0% | Unchanged |
| Paragon Wealth Strategies, LLC | 25 | $17.0K | 0.00% | +25 | New |
| Summit Wealth Group, LLC | 26 | $18.0K | 0.03% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 26 | $18.0K | 0.00% | +13+100.0% | Added |
| Charter Oak Capital Management, LLC | 34 | $19.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 28 | $19.0K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 27 | $19.0K | 0.01% | +2+8.0% | Added |
| Valley National Advisers Inc | 27 | $19.0K | 0.00% | +13+92.9% | Added |
| Sonora Investment Management, LLC | 28 | $19.0K | 0.00% | +13+86.7% | Added |
| Baron Financial Group, LLC | 30 | $20.7K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 30 | $21.0K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 31 | $21.0K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 30 | $21.0K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 31 | $21.4K | 0.01% | −17−35.4% | Reduced |
| Prestige Wealth Management Group LLC | 34 | $23.0K | 0.01% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 33 | $23.0K | 0.01% | +33 | New |
| TCI Wealth Advisors, Inc. | 35 | $24.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 34 | $24.0K | 0.01% | +15+78.9% | Added |
| Parisi Gray Wealth Management | 34 | $24.0K | 0.01% | +34 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 36 | $25.0K | 0.00% | +33+1,100.0% | Added |
| Wolff Wiese Magana LLC | 37 | $26.0K | 0.02% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 39 | $27.0K | 0.00% | −245−86.3% | Reduced |
| Key Financial Inc | 36 | $28.0K | 0.02% | +31+620.0% | Added |
| Fortis Advisors, LLC | 44 | $30.0K | 0.02% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 44 | $30.0K | 0.01% | +11+33.3% | Added |
| Manchester Capital Management LLC | 46 | $32.0K | 0.00% | +46 | New |
| Catalyst Capital Advisors LLC | 48 | $33.0K | 0.00% | +2+4.3% | Added |
| First Manhattan Co | 50 | $34.0K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 49 | $34.0K | 0.01% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 50 | $35.0K | 0.03% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 50 | $35.0K | 0.01% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 52 | $36.0K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 52 | $36.0K | 0.01% | +52 | New |
| Better Money Decisions, LLC | 53 | $37.0K | 0.03% | 00.0% | Unchanged |
| Washington Trust Co | 53 | $37.0K | 0.00% | 00.0% | Unchanged |
| Firestone Capital Management | 55 | $38.0K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 59 | $40.0K | 0.00% | +47+391.7% | Added |
| BerganKDV Wealth Management, LLC | 60 | $41.0K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 59 | $41.0K | 0.01% | −1−1.7% | Reduced |
| Newbridge Financial Services Group, Inc. | 59 | $41.0K | 0.03% | 00.0% | Unchanged |
| Allworth Financial LP | 60 | $41.0K | 0.00% | +44+275.0% | Added |
| Gemmer Asset Management LLC | 63 | $44.0K | 0.01% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 79 | $54.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Corp | 79 | $54.0K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 80 | $55.0K | 0.03% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 81 | $56.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 84 | $58.0K | 0.00% | −48−36.4% | Reduced |
| First Horizon Advisors, Inc. | 87 | $59.0K | 0.00% | +5+6.1% | Added |
| Clearstead Advisors, LLC | 87 | $60.0K | 0.00% | −15−14.7% | Reduced |
| Hexagon Capital Partners LLC | 91 | $63.0K | 0.02% | 00.0% | Unchanged |
| Sandy Spring Bank | 93 | $64.0K | 0.00% | +28+43.1% | Added |
| Trustcore Financial Services, LLC | 95 | $66.0K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 98 | $68.0K | 0.00% | −42−30.0% | Reduced |
| Toth Financial Advisory Corp | 100 | $69.0K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 100 | $69.0K | 0.04% | +100 | New |
| Burleson & Company, LLC | 102 | $70.0K | 0.01% | 00.0% | Unchanged |
| FFT Wealth Management LLC | 101 | $70.0K | 0.02% | +101 | New |
| WealthShield Partners, LLC | 106 | $73.0K | 0.01% | +19+21.8% | Added |
| Acadian Asset Management LLC | 114 | $79.0K | 0.00% | −90−44.1% | Reduced |
| Leelyn Smith, LLC | 115 | $79.0K | 0.02% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 114 | $79.0K | 0.00% | +65+132.7% | Added |