| Coastal Capital Group, Inc. | 1 | $0 | 0.00% | −159−99.4% | Reduced |
| Tower View Investment Management & Research LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| RVW Wealth, LLC | 932 | $0 | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 1 | $0 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | – | $479 | 0.00% | – | New |
| Kelly Financial Services LLC | 128,972 | $538 | 0.02% | +128,434+23,872.5% | Added |
| Cedar Wealth Management, LLC | 6 | $1.00K | 0.00% | −2−25.0% | Reduced |
| Baldwin Brothers Inc | 3 | $1.00K | 0.00% | +3 | New |
| Arcadia Investment Advisors LLC | 13 | $1.87K | 0.00% | +13 | New |
| St. Johns Investment Management Company, LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Red Cedar Capital, LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| HWG Holdings LP | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 11 | $3.00K | 0.00% | −850−98.7% | Reduced |
| Clear Investment Research, LLC | 11 | $3.00K | 0.01% | 00.0% | Unchanged |
| Brendel Financial Advisors LLC | 14 | $3.00K | 0.00% | +14 | New |
| Flagship Private Wealth, LLC | 15 | $3.48K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 17 | $4.00K | 0.00% | −1−5.6% | Reduced |
| First Bank & Trust | 20 | $5.00K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 25 | $6.00K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 26 | $6.00K | 0.00% | +26 | New |
| Mach-1 Financial Group, Inc. | 27 | $6.00K | 0.00% | +27 | New |
| Holloway Wealth Management, LLC | – | $7.00K | 0.00% | – | – |
| Atlantic Trust, LLC | 31 | $7.00K | 0.00% | +31 | New |
| Better Money Decisions, LLC | 30 | $7.00K | 0.01% | +30 | New |
| McClarren Financial Advisors, Inc. | 35 | $8.00K | 0.01% | 00.0% | Unchanged |
| Syverson Strege & Co | 36 | $9.00K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 41 | $10.0K | 0.01% | 00.0% | Unchanged |
| Savior LLC | 47 | $11.0K | 0.01% | 00.0% | Unchanged |
| RPg Family Wealth Advisory, LLC | 47 | $11.3K | 0.00% | +47 | New |
| Brewin Dolphin Wealth Management Ltd | 50 | $12.0K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 50 | $12.0K | 0.00% | −25−33.3% | Reduced |
| Blume Capital Management, Inc. | 50 | $12.0K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 52 | $13.0K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 79 | $19.0K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 80 | $19.2K | 0.01% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 87 | $21.0K | 0.01% | −61−41.2% | Reduced |
| Simon Quick Advisors, LLC | 100 | $23.0K | 0.01% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 96 | $23.0K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 102 | $24.0K | 0.02% | 00.0% | Unchanged |
| John W. Brooker & Co., CPAs | 100 | $24.0K | 0.01% | 00.0% | Unchanged |
| Paragon Wealth Strategies, LLC | 102 | $24.0K | 0.01% | +102 | New |
| Baldrige Asset Management LLC | 109 | $26.0K | 0.01% | +109 | New |
| Riggs Asset Managment Co. Inc. | 111 | $27.0K | 0.01% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 111 | $27.0K | 0.02% | 00.0% | Unchanged |
| Exos Asset Management LLC | 113 | $27.0K | 0.01% | +113 | New |
| Atlas Capital Advisors LLC | 120 | $28.7K | 0.00% | +20+20.0% | Added |
| DB Wealth Management Group, LLC | 130 | $31.0K | 0.02% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 129 | $31.0K | 0.00% | +107+486.4% | Added |
| Exchange Traded Concepts, LLC | 135 | $32.0K | 0.00% | −211−61.0% | Reduced |
| KB Financial Partners, LLC | 136 | $33.0K | 0.01% | −38−21.8% | Reduced |
| Resolute Partners Group | 137 | $33.0K | 0.01% | −4−2.8% | Reduced |
| Albion Financial Group | 142 | $34.0K | 0.00% | +142 | New |
| Mint Tower Capital Management B.V. | 150 | $36.0K | 0.00% | +150 | New |
| Sound Income Strategies, LLC | 153 | $37.0K | 0.01% | −392−71.9% | Reduced |
| Credential Qtrade Securities Inc. | 160 | $38.3K | 0.00% | −150−48.4% | Reduced |
| CNB Bank | 161 | $39.0K | 0.02% | +40+33.1% | Added |
| Tortoise Investment Management, LLC | 165 | $40.0K | 0.01% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 175 | $42.0K | 0.01% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 181 | $43.0K | 0.02% | 00.0% | Unchanged |
| Smith Asset Management Group LP | 180 | $43.0K | 0.00% | +180 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 183 | $44.0K | 0.00% | +183 | New |
| Addison Advisors LLC | 190 | $46.0K | 0.04% | +190 | New |
| West Paces Advisors Inc. | 195 | $46.7K | 0.02% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 197 | $47.0K | 0.02% | +197 | New |
| Marquette Asset Management, LLC | 200 | $48.0K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 200 | $48.0K | 0.01% | +40+25.0% | Added |
| Rocky Mountain Advisers, LLC | 200 | $48.0K | 0.06% | +100+100.0% | Added |
| Arrow Financial Corp | 205 | $49.0K | 0.01% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 205 | $49.0K | 0.01% | +5+2.5% | Added |
| Assetmark, Inc | 205 | $49.0K | 0.00% | +11+5.7% | Added |
| Investors Research Corp | 208 | $50.0K | 0.02% | 00.0% | Unchanged |
| Cypress Capital, LLC | 207 | $50.0K | 0.05% | +46+28.6% | Added |
| TD Ameritrade Investment Management, LLC | 216 | $52.0K | 0.00% | +25+13.1% | Added |
| State of Wyoming | 226 | $54.0K | 0.03% | −299−57.0% | Reduced |
| Standard Family Office LLC | 224 | $54.0K | 0.01% | +39+21.1% | Added |
| Cordasco Financial Network | 231 | $55.0K | 0.04% | +10+4.5% | Added |
| CKW Financial Group | 230 | $55.0K | 0.01% | +30+15.0% | Added |
| First Personal Financial Services | 234 | $56.0K | 0.01% | +174+290.0% | Added |
| Anfield Capital Management, LLC | 235 | $56.0K | 0.02% | +235 | New |
| Sit Investment Associates Inc | 240 | $57.0K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 241 | $58.0K | 0.04% | −300−55.5% | Reduced |
| Harvest Fund Management Co., Ltd | 243 | $58.0K | 0.01% | 00.0% | Unchanged |
| Timber Creek Capital Management LLC | 250 | $59.0K | 0.02% | 00.0% | Unchanged |
| Truehand, Inc | 245 | $59.0K | 0.03% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 250 | $59.9K | 0.07% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 250 | $60.0K | 0.02% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 250 | $60.0K | 0.01% | +250 | New |
| McCarthy Asset Management, Inc. | 254 | $61.0K | 0.04% | −102−28.7% | Reduced |
| Pacifica Partners Inc. | 260 | $61.0K | 0.05% | −70−21.2% | Reduced |
| Pacitti Group Inc. | 260 | $62.0K | 0.04% | −16−5.8% | Reduced |
| Stuart Chaussee & Associates, Inc. | 269 | $64.0K | 0.03% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 269 | $64.0K | 0.04% | +4+1.5% | Added |
| Core Wealth Advisors, Inc. | 273 | $65.0K | 0.04% | +32+13.3% | Added |
| Alaethes Wealth LLC | 270 | $65.0K | 0.05% | +270 | New |
| Front Row Advisors LLC | 311 | $66.0K | 0.03% | −66−17.5% | Reduced |
| Activest Wealth Management | 280 | $67.0K | 0.05% | +33+13.4% | Added |
| Sterling Financial Planning, Inc. | 282 | $68.0K | 0.04% | −105−27.1% | Reduced |
