| Level Financial Advisors, Inc. | 10 | $0 | 0.00% | −2,086−99.5% | Reduced |
| Future Financial Wealth Managment LLC | 20 | $1.00K | 0.00% | −156−88.6% | Reduced |
| USA Financial Portformulas Corp | 19 | $1.00K | 0.00% | −103−84.4% | Reduced |
| Johnson Midwest Financial, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 21 | $1.00K | 0.00% | +21 | New |
| Transamerica Financial Advisors, Inc. | 14 | $1.00K | 0.04% | +14 | New |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 40 | $2.00K | 0.00% | −140−77.8% | Reduced |
| Cedar Wealth Management, LLC | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 74 | $3.00K | 0.00% | −2,640−97.3% | Reduced |
| Spectrum Management Group, LLC | 60 | $3.00K | 0.00% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 59 | $3.00K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 62 | $3.00K | 0.00% | +1+1.6% | Added |
| WR Wealth Planners, LLC | 66 | $3.09K | 0.00% | +66 | New |
| De Burlo Group Inc | 68 | $3.18K | 0.00% | +68 | New |
| Strategic Asset Management, LLC | 96 | $4.00K | 0.01% | 00.0% | Unchanged |
| Karlinski Andrew C | 80 | $4.00K | 0.01% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 187 | $4.00K | 0.07% | +187 | New |
| Monumental Financial Group Inc. | 85 | $4.00K | 0.00% | +85 | New |
| PFG Private Wealth Management, LLC | 102 | $5.00K | 0.00% | −6,778−98.5% | Reduced |
| NewSquare Capital LLC | 100 | $5.00K | 0.00% | −2,337−95.9% | Reduced |
| Field & Main Bank | 100 | $5.00K | 0.00% | −50−33.3% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 114 | $5.00K | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 101 | $5.00K | 0.00% | +1+1.0% | Added |
| Eukles Asset Management | 120 | $6.00K | 0.00% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 294,872 | $6.00K | 0.03% | +294,872 | New |
| Arcadia Investment Advisors LLC | 134 | $6.27K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 135 | $6.43K | 0.00% | −1,012−88.2% | Reduced |
| Bivin & Associates, Inc. | 144 | $7.00K | 0.01% | 00.0% | Unchanged |
| Lansing Street Advisors | 150 | $7.00K | 0.00% | +150 | New |
| Beaird Harris Wealth Management, LLC | 167 | $8.00K | 0.00% | −383−69.6% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 170 | $8.00K | 0.01% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 192 | $9.00K | 0.00% | −1,080−84.9% | Reduced |
| Moser Wealth Advisors, LLC | 190 | $9.00K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 182 | $9.00K | 0.01% | 00.0% | Unchanged |
| Power Corp of Canada | 199 | $9.00K | 0.00% | +199 | New |
| RPg Family Wealth Advisory, LLC | 200 | $9.36K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 223 | $10.0K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 218 | $10.0K | 0.01% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 230 | $11.0K | 0.01% | −350−60.3% | Reduced |
| Stephenson National Bank & Trust | 240 | $11.0K | 0.01% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 236 | $11.2K | 0.00% | −42−15.1% | Reduced |
| Fortis Advisors, LLC | 265 | $12.0K | 0.01% | 00.0% | Unchanged |
| Life Planning Partners, Inc | 248 | $12.0K | 0.01% | 00.0% | Unchanged |
| Advanced Research Investment Solutions, LLC | 246 | $12.0K | 0.01% | +246 | New |
| Ulland Investment Advisors, LLC | 255 | $12.0K | 0.01% | +255 | New |
| AlphaMark Advisors, LLC | 300 | $14.0K | 0.01% | −50−14.3% | Reduced |
| Winch Advisory Services, LLC | 304 | $14.0K | 0.00% | +1+0.3% | Added |
| Toth Financial Advisory Corp | 302 | $14.0K | 0.00% | +26+9.4% | Added |
| SJS Investment Consulting Inc. | 304 | $14.0K | 0.00% | +79+35.1% | Added |
| Schubert & Co | 294 | $14.0K | 0.02% | +155+111.5% | Added |
| MBM Wealth Consultants, LLC | 311 | $15.0K | 0.01% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 310 | $15.0K | 0.01% | 00.0% | Unchanged |
| Kenfarb & Co. | 315 | $15.0K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 331 | $15.0K | 0.01% | +66+24.9% | Added |
| Delos Wealth Advisors, LLC | 340 | $16.0K | 0.02% | −764−69.2% | Reduced |
| Northern Oak Wealth Management Inc | 342 | $16.0K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 340 | $16.0K | 0.02% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 373 | $17.0K | 0.01% | 00.0% | Unchanged |
| Artemis Wealth Advisors, LLC | 355 | $17.0K | 0.00% | +2+0.6% | Added |
| Gleason Group, Inc. | 367 | $17.0K | 0.01% | +2+0.5% | Added |
| Roble, Belko & Company, Inc | 364 | $17.0K | 0.00% | +110+43.3% | Added |
| Tilia Fiduciary Partners, Inc. | 378 | $18.0K | 0.02% | −56−12.9% | Reduced |
| Essex Investment Management Co LLC | 387 | $18.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 374 | $18.0K | 0.00% | +130+53.3% | Added |
| Hillsdale Investment Management Inc. | 400 | $19.0K | 0.00% | −1,580−79.8% | Reduced |
| Ahrens Investment Partners LLC | 422 | $20.0K | 0.01% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 426 | $20.0K | 0.02% | 00.0% | Unchanged |
| Norwood Financial Corp | 450 | $21.0K | 0.03% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 458 | $21.0K | 0.01% | +116+33.9% | Added |
| Accel Wealth Management | 457 | $22.0K | 0.01% | −189−29.3% | Reduced |
| Lowe Wealth Advisors, LLC | 468 | $22.0K | 0.01% | −75−13.8% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 464 | $22.0K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 472 | $22.0K | 0.01% | +162+52.3% | Added |
| Newton One Investments LLC | 491 | $23.0K | 0.02% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 543 | $24.0K | 0.02% | +2+0.4% | Added |
| Islay Capital Management, LLC | 514 | $24.0K | 0.02% | 00.0% | Unchanged |
| Holloway Wealth Management, LLC | – | $24.0K | 0.01% | – | – |
| Baron Financial Group, LLC | 552 | $25.8K | 0.01% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 579 | $27.0K | 0.02% | −39−6.3% | Reduced |
| Iron Horse Wealth Management, LLC | 578 | $27.0K | 0.01% | +200+52.9% | Added |
| Financial Connections Group, Inc. | 602 | $28.0K | 0.03% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 592 | $28.0K | 0.02% | +19+3.3% | Added |
| Sound Income Strategies, LLC | 595 | $28.0K | 0.00% | +37+6.6% | Added |
| First Personal Financial Services | 634 | $30.0K | 0.01% | −367−36.7% | Reduced |
| Laurel Wealth Advisors LLC | 645 | $30.0K | 0.01% | 00.0% | Unchanged |
| Brewin Dolphin Wealth Management Ltd | 678 | $32.0K | 0.00% | 00.0% | Unchanged |
| Bray Capital Advisors | 700 | $33.0K | 0.01% | 00.0% | Unchanged |
| Emerson Wealth Management, LLC | 733 | $34.0K | 0.02% | 00.0% | Unchanged |
| Lake Point Wealth Management | 723 | $34.0K | 0.02% | +1+0.1% | Added |
| Rise Advisors, LLC | 717 | $34.0K | 0.03% | +3+0.4% | Added |
| Pin Oak Investment Advisors Inc | 764 | $36.0K | 0.04% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 787 | $37.0K | 0.02% | −455−36.6% | Reduced |
| Financial Avengers, Inc. | 780 | $37.0K | 0.02% | −51−6.1% | Reduced |
| RWM Asset Management, LLC | 859 | $40.0K | 0.01% | −195−18.5% | Reduced |
| Miller Wealth Advisors, LLC | 846 | $40.0K | 0.03% | 00.0% | Unchanged |
| Savior LLC | 832 | $40.0K | 0.03% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 880 | $41.0K | 0.03% | +880 | New |
| United Community Bank | 880 | $41.2K | 0.04% | 00.0% | Unchanged |
