| Transamerica Financial Advisors, Inc. | 1 | $1.00K | 0.03% | 00.0% | Unchanged |
| Karlinski Andrew C | 1 | $1.00K | 0.00% | +1 | New |
| WestEnd Advisors, LLC | 2 | $1.83K | 0.00% | – | – |
| Advocacy Wealth Management Services, LLC | 2 | $2.00K | 0.00% | 00.0% | Unchanged |
| Red Cedar Capital, LLC | 2 | $2.00K | 0.00% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 3 | $2.00K | 0.00% | +3 | New |
| Addison Advisors LLC | 2 | $2.00K | 0.00% | +2 | New |
| Longfellow Investment Management Co LLC | 3 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory, LLC | 3 | $3.00K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 3 | $3.00K | 0.00% | +3 | New |
| City Holding Co | 5 | $4.00K | 0.00% | −18−78.3% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 4 | $4.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 4 | $4.00K | 0.00% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 5 | $4.58K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 7 | $6.00K | 0.00% | +1+16.7% | Added |
| TSFG, LLC | 6 | $6.00K | 0.00% | +2+50.0% | Added |
| Global Trust Asset Management, LLC | 8 | $7.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 8 | $7.00K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 8 | $7.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 8 | $7.00K | 0.01% | +8 | New |
| Financial Perspectives, Inc | 8 | $7.30K | 0.00% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 8 | $7.33K | 0.00% | +8 | New |
| Advanced Research Investment Solutions, LLC | 9 | $8.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 9 | $8.00K | 0.07% | +9 | New |
| Kelly Financial Services LLC | 9 | $8.24K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 10 | $9.00K | 0.01% | −69−87.3% | Reduced |
| First Command Bank | 11 | $9.00K | 0.00% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 10 | $9.00K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 10 | $9.00K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 10 | $9.00K | 0.01% | +10 | New |
| Future Financial Wealth Managment LLC | 11 | $10.0K | 0.01% | +11 | New |
| McClarren Financial Advisors, Inc. | 12 | $11.0K | 0.01% | +1+9.1% | Added |
| Salem Investment Counselors Inc | 12 | $11.0K | 0.00% | +11+1,100.0% | Added |
| Retirement Group, LLC | 12 | $11.0K | 0.00% | +12 | New |
| Cassady Schiller Wealth Management, LLC | 12 | $11.0K | 0.01% | +12 | New |
| Harvest Fund Management Co., Ltd | 15 | $13.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 14 | $13.0K | 0.00% | +3+27.3% | Added |
| Penserra Capital Management LLC | 15 | $13.0K | 0.00% | +5+50.0% | Added |
| Dark Forest Capital Management LP | 14 | $13.0K | 0.00% | +14 | New |
| Moser Wealth Advisors, LLC | 15 | $14.0K | 0.01% | −15−50.0% | Reduced |
| City State Bank | 16 | $15.0K | 0.01% | +16 | New |
| Rockbridge Investment Management, LCC | 18 | $16.0K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 17 | $16.0K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 18 | $16.0K | 0.00% | +3+20.0% | Added |
| M&R Capital Management Inc | 18 | $16.0K | 0.00% | +10+125.0% | Added |
| RGT Wealth Advisors, LLC | 17 | $16.0K | 0.00% | +17 | New |
| Ahrens Investment Partners LLC | 17 | $16.0K | 0.01% | +17 | New |
| Avion Wealth | 20 | $18.0K | 0.01% | −25−55.6% | Reduced |
| First PREMIER Bank | 20 | $18.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 20 | $18.0K | 0.01% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 20 | $18.0K | 0.01% | +16+400.0% | Added |
| Andrew Hill Investment Advisors, Inc. | 20 | $18.0K | 0.02% | +20 | New |
| Henrickson Nauta Wealth Advisors, Inc. | 23 | $18.0K | 0.01% | +23 | New |
| Baillie Gifford & Co | 21 | $19.0K | 0.00% | 00.0% | Unchanged |
| Rather & Kittrell, Inc. | 21 | $19.0K | 0.02% | +21 | New |
| Surevest, LLC | 22 | $20.0K | 0.00% | +22 | New |
| Horan Securities, Inc. | 22 | $20.0K | 0.01% | +22 | New |
| KB Financial Partners, LLC | 22 | $20.0K | 0.01% | +22 | New |
| Blue Bell Private Wealth Management, LLC | 23 | $21.0K | 0.01% | +23 | New |
| Thomas J. Herzfeld Advisors, Inc. | 24 | $22.0K | 0.01% | 00.0% | Unchanged |
| Costello Asset Management, INC | 25 | $23.0K | 0.01% | −20−44.4% | Reduced |
| Center for Financial Planning, Inc. | 25 | $23.0K | 0.00% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 25 | $23.0K | 0.01% | +13+108.3% | Added |
| Corbenic Partners LLC | 26 | $24.0K | 0.00% | −3−10.3% | Reduced |
| Sugarloaf Wealth Management, LLC | 27 | $24.0K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 26 | $24.0K | 0.01% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 26 | $24.0K | 0.02% | 00.0% | Unchanged |
| American National Bank | 26 | $24.0K | 0.00% | +6+30.0% | Added |
| Vigilant Capital Management, LLC | 27 | $25.0K | 0.00% | 00.0% | Unchanged |
| Knuff & Co LLC | 27 | $25.0K | 0.01% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 28 | $25.0K | 0.02% | +28 | New |
| McIlrath & Eck, LLC | 28 | $26.0K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 28 | $26.0K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 29 | $26.6K | 0.02% | +29 | New |
| Private Ocean, LLC | 30 | $27.0K | 0.00% | −10−25.0% | Reduced |
| AllSquare Wealth Management LLC | 30 | $27.0K | 0.02% | −6−16.7% | Reduced |
| Accel Wealth Management | 30 | $27.0K | 0.01% | 00.0% | Unchanged |
| Steward Financial Group LLC | 30 | $27.0K | 0.02% | +30 | New |
| Western Pacific Wealth Management, LP | 30 | $27.0K | 0.02% | +30 | New |
| Bellevue Asset Management, LLC | 32 | $29.0K | 0.02% | 00.0% | Unchanged |
| Sierra Capital LLC | 32 | $29.0K | 0.00% | +32 | New |
| Disciplined Investments, LLC | 33 | $30.0K | 0.01% | +33 | New |
| Roble, Belko & Company, Inc | 35 | $32.0K | 0.01% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 35 | $32.0K | 0.02% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 35 | $32.0K | 0.02% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 36 | $33.0K | 0.01% | −12−25.0% | Reduced |
| Fortitude Advisory Group L.L.C. | 36 | $33.0K | 0.02% | +36 | New |
| Global Financial Private Client, LLC | 37 | $33.9K | 0.02% | +34+1,133.3% | Added |
| Cranbrook Wealth Management, LLC | 37 | $34.0K | 0.01% | −10−21.3% | Reduced |
| QVR LLC | 38 | $35.0K | 0.03% | −155−80.3% | Reduced |
| Reilly Financial Advisors, LLC | 38 | $35.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 38 | $35.0K | 0.00% | +13+52.0% | Added |
| Confluence Wealth Services, Inc. | 39 | $35.0K | 0.01% | +39 | New |
| Wagner Wealth Management, LLC | 39 | $36.0K | 0.03% | 00.0% | Unchanged |
| PFS Partners, LLC | 41 | $37.5K | 0.03% | +41 | New |
| Cedar Wealth Management, LLC | 42 | $38.0K | 0.02% | +42 | New |
| Crewe Advisors LLC | 42 | $38.0K | 0.01% | +42 | New |
| Covestor Ltd | 41 | $38.0K | 0.05% | +41 | New |
| SOA Wealth Advisors, LLC. | 42 | $39.0K | 0.01% | 00.0% | Unchanged |
| Masso Torrence Wealth Management Inc. | 45 | $41.0K | 0.03% | +45 | New |