| USA Financial Portformulas Corp | 1 | $725 | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 1 | $725 | 0.00% | +1 | New |
| Transamerica Financial Advisors, Inc. | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 2 | $1.45K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 2 | $1.45K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 2 | $1.69K | 0.00% | +2 | New |
| Ulland Investment Advisors, LLC | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 4 | $2.00K | 0.00% | +3+300.0% | Added |
| NewSquare Capital LLC | 3 | $2.17K | 0.00% | −15−83.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3 | $2.17K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 3 | $2.17K | 0.00% | +3 | New |
| HighMark Wealth Management LLC | 4 | $2.90K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 4 | $2.90K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 4 | $2.90K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 4 | $2.90K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 4 | $2.90K | 0.00% | +4 | New |
| Albion Financial Group | 4 | $2.90K | 0.00% | +4 | New |
| WealthPLAN Partners, LLC | 4 | $2.90K | 0.00% | +4 | New |
| TSFG, LLC | 4 | $3.00K | 0.00% | +4 | New |
| Register Financial Advisors LLC | 5 | $3.62K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 5 | $4.00K | 0.00% | −5−50.0% | Reduced |
| Centerpoint Advisors, LLC | 5 | $4.00K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 6 | $4.35K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 6 | $4.35K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 6 | $4.35K | 0.00% | +6 | New |
| Private Ocean, LLC | 7 | $5.07K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 7 | $5.07K | 0.00% | 00.0% | Unchanged |
| Central Bank & Trust Co | 9 | $6.52K | 0.00% | −3−25.0% | Reduced |
| True Wealth Design, LLC | 9 | $6.52K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 9 | $6.52K | 0.01% | +3+50.0% | Added |
| Marquette Asset Management, LLC | 9 | $6.52K | 0.00% | +9 | New |
| Northwest Investment Counselors, LLC | 10 | $7.25K | 0.00% | −150−93.8% | Reduced |
| First Personal Financial Services | 10 | $7.25K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 10 | $7.25K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 10 | $7.25K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 10 | $7.25K | 0.00% | +10 | New |
| Strategic Investment Solutions, Inc. | 10 | $7.27K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 10 | $7.28K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 10 | $7.30K | 0.01% | +10 | New |
| Gordian Capital Singapore Pte Ltd | 11 | $7.97K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 11 | $7.97K | 0.01% | +11 | New |
| PrairieView Partners, LLC | 12 | $8.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 12 | $8.70K | 0.00% | −190−94.1% | Reduced |
| Oakworth Capital, Inc. | 12 | $8.70K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 12 | $8.70K | 0.01% | 00.0% | Unchanged |
| Adirondack Retirement Specialists, Inc. | 12 | $8.70K | 0.01% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 12 | $8.70K | 0.01% | +12 | New |
| Raleigh Capital Management Inc. | 12 | $8.73K | 0.00% | −6−33.3% | Reduced |
| VitalStone Financial, LLC | 13 | $9.00K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 12 | $9.00K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 13 | $9.42K | 0.01% | 00.0% | Unchanged |
| St Germain D J Co Inc | 13 | $9.42K | 0.00% | +13 | New |
| Versant Capital Management, Inc | 14 | $10.1K | 0.00% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 15 | $10.9K | 0.01% | 00.0% | Unchanged |
| United Community Bank | 15 | $10.9K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 15 | $10.9K | 0.01% | +8+114.3% | Added |
| Sound Income Strategies, LLC | 15 | $10.9K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 16 | $11.6K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 16 | $11.6K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 18 | $13.0K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 18 | $13.0K | 0.00% | +18 | New |
| Rocky Mountain Advisers, LLC | 20 | $13.6K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 20 | $14.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 20 | $14.5K | 0.00% | −2−9.1% | Reduced |
| Barrett & Company, Inc. | 20 | $14.5K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 20 | $14.5K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 20 | $14.5K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 20 | $14.5K | 0.01% | +20 | New |
| Archer Investment Corp | 21 | $15.2K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 22 | $15.9K | 0.01% | +11+100.0% | Added |
| Focused Wealth Management, Inc | 22 | $16.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 23 | $16.7K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 23 | $16.7K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 23 | $16.7K | 0.00% | +4+21.1% | Added |
| Manchester Capital Management LLC | 24 | $17.4K | 0.00% | +12+100.0% | Added |
| Jackson, Grant Investment Advisers, Inc. | 25 | $18.1K | 0.01% | −132−84.1% | Reduced |
| Atticus Wealth Management, LLC | 26 | $18.8K | 0.01% | +4+18.2% | Added |
| Carmichael Hill & Associates, Inc. | 27 | $19.6K | 0.01% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 28 | $20.3K | 0.01% | +28 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 29 | $21.0K | 0.01% | +29 | New |
| Adirondack Trust Co | 30 | $21.5K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 30 | $21.7K | 0.00% | −13−30.2% | Reduced |
| Bell Investment Advisors, Inc | 30 | $21.7K | 0.00% | +4+15.4% | Added |
| Western Pacific Wealth Management, LP | 30 | $21.7K | 0.02% | +22+275.0% | Added |
| O'Dell Group, LLC | 30 | $21.7K | 0.01% | +30 | New |
| Stonebridge Capital Advisors LLC | 30 | $21.8K | 0.00% | +11+57.9% | Added |
| HBC Financial Services, PLLC | 30 | $22.0K | 0.02% | −20−40.0% | Reduced |
| Cedar Wealth Management, LLC | 31 | $22.5K | 0.01% | −55−64.0% | Reduced |
| Creative Financial Designs Inc | 31 | $22.5K | 0.00% | +31 | New |
| Nemes Rush Group LLC | 31 | $22.5K | 0.00% | +31 | New |
| Atlantic Private Wealth, LLC | 31 | $22.6K | 0.02% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 32 | $23.2K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 33 | $24.2K | 0.00% | −129−79.6% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 59 | $24.5K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 35 | $25.2K | 0.01% | +1+2.9% | Added |
| RFP Financial Group LLC | 35 | $25.4K | 0.01% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 35 | $25.4K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 35 | $25.4K | 0.00% | +13+59.1% | Added |
| Ogorek Anthony Joseph | 37 | $26.0K | 0.01% | 00.0% | Unchanged |