| LFA - Lugano Financial Advisors SA | 1 | $0 | 0.00% | −5,238−100.0% | Reduced |
| Tfo-TDC, LLC | 2 | $0 | 0.00% | +2 | New |
| Guidance Point Advisors, LLC | 8 | $0 | 0.00% | +8 | New |
| Bay Harbor Wealth Management, LLC | 25 | $1.00K | 0.00% | −242−90.6% | Reduced |
| Transamerica Financial Advisors, Inc. | 12 | $1.00K | 0.03% | −6−33.3% | Reduced |
| Stonebridge Financial Planning Group, LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 20 | $1.00K | 0.00% | +10+100.0% | Added |
| Bourgeon Capital Management LLC | 20 | $1.00K | 0.00% | +20 | New |
| Wallington Asset Management, LLC | 18 | $1.00K | 0.00% | +18 | New |
| WestEnd Advisors, LLC | – | $1.58K | 0.00% | – | – |
| Gs Investments, Inc. | 38 | $2.00K | 0.00% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 35 | $2.00K | 0.00% | +35 | New |
| Copeland Capital Management, LLC | 52 | $3.00K | 0.00% | 00.0% | Unchanged |
| Performa Ltd (US), LLC | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 67 | $4.00K | 0.00% | +7+11.7% | Added |
| Advanced Research Investment Solutions, LLC | 82 | $4.46K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 89 | $5.00K | 0.00% | −1,174−93.0% | Reduced |
| First Command Advisory Services, Inc. | 156 | $5.00K | 0.00% | −60−27.8% | Reduced |
| Danda Trouve Investment Management, Inc. | 100 | $5.00K | 0.01% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 98 | $5.00K | 0.00% | +44+81.5% | Added |
| Syverson Strege & Co | 116 | $6.00K | 0.00% | +1+0.9% | Added |
| IMA Wealth, Inc. | 123 | $7.00K | 0.00% | −131−51.6% | Reduced |
| Iron Horse Wealth Management, LLC | 153 | $8.00K | 0.00% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 159 | $9.00K | 0.00% | −300−65.4% | Reduced |
| Ogorek Anthony Joseph | 170 | $9.00K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory, LLC | 166 | $9.00K | 0.01% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 162 | $9.00K | 0.01% | +162 | New |
| Baldwin Brothers Inc | 180 | $10.0K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 200 | $11.0K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 211 | $11.0K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 208 | $11.0K | 0.01% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 200 | $11.0K | 0.01% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 219 | $12.0K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 224 | $12.0K | 0.01% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 231 | $13.0K | 0.01% | +2+0.9% | Added |
| Tucker Asset Management LLC | 258 | $14.4K | 0.01% | 00.0% | Unchanged |
| Interactive Financial Advisors | 300 | $16.0K | 0.01% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 300 | $16.0K | 0.01% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 300 | $16.0K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 302 | $16.0K | 0.01% | +302 | New |
| Investment Research & Advisory Group, Inc. | 301 | $16.0K | 0.01% | +301 | New |
| McCarthy Grittinger Financial Group, LLC | 299 | $16.3K | 0.01% | +299 | New |
| Bellwether Advisors, LLC | 353 | $19.0K | 0.01% | +165+87.8% | Added |
| Professional Financial Advisors, LLC | 375 | $20.0K | 0.01% | 00.0% | Unchanged |
| Spectrum Management Group, LLC | 368 | $20.0K | 0.00% | +318+636.0% | Added |
| McClarren Financial Advisors, Inc. | 396 | $21.0K | 0.02% | −6−1.5% | Reduced |
| John W. Brooker & Co., CPAs | 400 | $22.0K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 427 | $23.0K | 0.01% | +1+0.2% | Added |
| Strategic Asset Management, LLC | 409 | $23.0K | 0.03% | +409 | New |
| McCarthy Asset Management, Inc. | 494 | $27.0K | 0.02% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 517 | $28.0K | 0.01% | +305+143.9% | Added |
| Tacita Capital Inc | 530 | $29.0K | 0.02% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 545 | $30.0K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 576 | $31.0K | 0.02% | 00.0% | Unchanged |
| Hoey Investments, Inc | 597 | $32.0K | 0.01% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 581 | $32.0K | 0.03% | +2+0.3% | Added |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 590 | $32.0K | 0.03% | +230+63.9% | Added |
| Wealthstreet Investment Advisors, LLC | 626 | $34.0K | 0.94% | −2,350−79.0% | Reduced |
| Cranbrook Wealth Management, LLC | 627 | $34.0K | 0.01% | +185+41.9% | Added |
| Selective Wealth Management, Inc. | 669 | $36.0K | 0.02% | +475+244.8% | Added |
| Activest Wealth Management | 672 | $37.0K | 0.02% | +294+77.8% | Added |
| Arcadia Investment Management Corp | 705 | $38.0K | 0.01% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 725 | $39.0K | 0.00% | −292−28.7% | Reduced |
| Stuart Chaussee & Associates, Inc. | 716 | $39.0K | 0.06% | 00.0% | Unchanged |
| Advocacy Wealth Management Services, LLC | 722 | $39.0K | 0.01% | +168+30.3% | Added |
| O'Dell Group, LLC | 731 | $40.0K | 0.01% | +731 | New |
| Red Cedar Capital, LLC | 766 | $42.0K | 0.03% | 00.0% | Unchanged |
| Red Tortoise LLC | 1,077 | $43.0K | 0.03% | +1,077 | New |
| IAG Wealth Partners, LLC | 806 | $44.0K | 0.02% | +66+8.9% | Added |
| Retirement Group, LLC | 690 | $44.0K | 0.02% | +33+5.0% | Added |
| Smith Group Asset Management, LLC | 871 | $47.0K | 0.00% | +871 | New |
| HighMark Wealth Management LLC | 889 | $48.0K | 0.04% | −9−1.0% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 885 | $48.0K | 0.02% | +7+0.8% | Added |
| Harding Loevner LP | 907 | $49.0K | 0.00% | −1,081−54.4% | Reduced |
| Disciplined Investments, LLC | 905 | $49.0K | 0.02% | 00.0% | Unchanged |
| Cypress Point Wealth Management, LLC | 936 | $51.0K | 0.04% | +11+1.2% | Added |
| Tower View Investment Management & Research LLC | 1,000 | $54.0K | 0.03% | +1,000 | New |
| JCIC Asset Management Inc. | 1,040 | $57.0K | 0.02% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 1,087 | $59.0K | 0.01% | −2−0.2% | Reduced |
| Global Trust Asset Management, LLC | 1,089 | $59.0K | 0.03% | 00.0% | Unchanged |
| Lake Point Wealth Management | 1,082 | $59.0K | 0.03% | +405+59.8% | Added |
| Kelly Financial Services LLC | 1,096 | $59.7K | 0.03% | −56,982−98.1% | Reduced |
| RPg Family Wealth Advisory, LLC | 1,127 | $61.3K | 0.03% | +1,127 | New |
| Standard Family Office LLC | 1,130 | $62.0K | 0.02% | −16,233−93.5% | Reduced |
| Halpern Financial, Inc. | 1,140 | $62.0K | 0.03% | −200−14.9% | Reduced |
| Estate Counselors, LLC | 1,167 | $63.0K | 0.01% | 00.0% | Unchanged |
| Resolute Partners Group | 1,154 | $63.0K | 0.01% | +2+0.2% | Added |
| Robinson Value Management, Ltd. | 1,181 | $64.0K | 0.06% | +1,181 | New |
| Penn Mutual Asset Management, LLC | 1,231 | $68.0K | 0.11% | 00.0% | Unchanged |
| IronBridge Private Wealth, LLC | 1,292 | $70.0K | 0.04% | −1,081−45.6% | Reduced |
| Core Wealth Advisors, Inc. | 1,305 | $71.0K | 0.05% | 00.0% | Unchanged |
| Avion Wealth | 1,299 | $71.0K | 0.02% | +251+24.0% | Added |
| Front Row Advisors LLC | 1,315 | $72.0K | 0.03% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 1,345 | $73.0K | 0.03% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1,344 | $73.2K | 0.03% | +96+7.7% | Added |
| Newfound Research LLC | 1,394 | $76.0K | 0.12% | +1,394 | New |
| Ten Capital Wealth Advisors, LLC | 1,447 | $79.0K | 0.04% | −46,873−97.0% | Reduced |
| TD Capital Management LLC | 1,460 | $79.0K | 0.01% | 00.0% | Unchanged |