| LFA - Lugano Financial Advisors SA | 1 | $0 | 0.00% | −1−50.0% | Reduced |
| Spartan Planning & Wealth Management | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 2 | $0 | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 18 | $0 | 0.00% | +18 | New |
| First Command Advisory Services, Inc. | 150 | $0 | 0.00% | +150 | New |
| Delos Wealth Advisors, LLC | 36 | $1.00K | 0.00% | −1,186−97.1% | Reduced |
| WestEnd Advisors, LLC | 32 | $1.00K | 0.00% | −5−13.5% | Reduced |
| Bourgeon Capital Management LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 32 | $1.00K | 0.00% | 00.0% | Unchanged |
| Spectrum Management Group, LLC | 50 | $2.00K | 0.00% | −83−62.4% | Reduced |
| USA Financial Portformulas Corp | 47 | $2.00K | 0.00% | −81−63.3% | Reduced |
| Copeland Capital Management, LLC | 52 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 54 | $2.00K | 0.00% | 00.0% | Unchanged |
| Performa Ltd (US), LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Gs Investments, Inc. | 38 | $2.00K | 0.00% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 34 | $2.00K | 0.00% | +14+70.0% | Added |
| Absolute Capital Management, LLC | 56 | $2.27K | 0.00% | +56 | New |
| Morton Brown Family Wealth, LLC | 75 | $3.00K | 0.00% | −84−52.8% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 65 | $3.00K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 81 | $3.00K | 0.01% | +81 | New |
| Highline Wealth Partners LLC | 81 | $3.24K | 0.00% | +81 | New |
| Sageworth Trust Co | 100 | $4.00K | 0.00% | −3,166−96.9% | Reduced |
| AlphaMark Advisors, LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Danda Trouve Investment Management, Inc. | 100 | $4.00K | 0.01% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 119 | $5.00K | 0.00% | −472−79.9% | Reduced |
| IMA Wealth, Inc. | 132 | $5.00K | 0.00% | +9+7.3% | Added |
| Paragon Wealth Strategies, LLC | 136 | $5.00K | 0.00% | +136 | New |
| Capital Directions Investment Advisors, LLC | 0 | $6.00K | 0.00% | −1,920−100.0% | Reduced |
| Retirement Group, LLC | 157 | $6.00K | 0.00% | −815−83.8% | Reduced |
| Mizuho Securities Co. Ltd. | 159 | $6.00K | 0.00% | −400−71.6% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 161 | $6.00K | 0.00% | −58−26.5% | Reduced |
| Ogorek Anthony Joseph | 170 | $6.00K | 0.00% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 157 | $6.00K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 180 | $7.00K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 166 | $7.00K | 0.01% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 202 | $8.00K | 0.00% | −173−46.1% | Reduced |
| Lowe Wealth Advisors, LLC | 208 | $8.00K | 0.00% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 193 | $8.00K | 0.01% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 215 | $9.00K | 0.00% | −1,416−86.8% | Reduced |
| Worth Asset Management, LLC | 225 | $9.00K | 0.01% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 250 | $10.0K | 0.10% | +250 | New |
| Costello Asset Management, INC | 280 | $11.0K | 0.01% | −140−33.3% | Reduced |
| Advanced Research Investment Solutions, LLC | 270 | $11.0K | 0.01% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 264 | $12.0K | 0.00% | +6+2.3% | Added |
| Interactive Financial Advisors | 300 | $12.0K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 302 | $12.0K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 301 | $12.0K | 0.01% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 300 | $12.0K | 0.01% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 318 | $12.0K | 0.00% | +130+69.1% | Added |
| Financial Connections Group, Inc. | 351 | $14.0K | 0.01% | −2,970−89.4% | Reduced |
| Clear Perspectives Financial Planning, LLC | 345 | $14.0K | 0.01% | −126−26.8% | Reduced |
| Baldwin Brothers Inc | 375 | $15.0K | 0.00% | −590−61.1% | Reduced |
| Cohen & Steers, Inc. | 378 | $15.0K | 0.00% | −237−38.5% | Reduced |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 380 | $15.0K | 0.20% | 00.0% | Unchanged |
| John W. Brooker & Co., CPAs | 400 | $16.0K | 0.01% | 00.0% | Unchanged |
| O'Dell Group, LLC | 456 | $18.0K | 0.01% | −170−27.2% | Reduced |
| Ulland Investment Advisors, LLC | 450 | $18.0K | 0.02% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 482 | $19.0K | 0.07% | −196−28.9% | Reduced |
| Stuart Chaussee & Associates, Inc. | 500 | $20.0K | 0.05% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 504 | $20.0K | 0.02% | +4+0.8% | Added |
| Evolution Advisers, Inc. | 539 | $21.0K | 0.02% | −246−31.3% | Reduced |
| Iron Horse Wealth Management, LLC | 533 | $21.0K | 0.03% | −122−18.6% | Reduced |
| Tacita Capital Inc | 530 | $21.0K | 0.02% | 00.0% | Unchanged |
| Win Advisors, Inc | 537 | $21.0K | 0.01% | −1−0.2% | Reduced |
| Dark Forest Capital Management LP | 534 | $21.0K | 0.00% | +534 | New |
| Strategic Asset Management, LLC | 553 | $22.0K | 0.04% | −100−15.3% | Reduced |
| RE Dickinson Investment Advisors, LLC | 555 | $22.0K | 0.02% | −81−12.7% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 637 | $25.0K | 0.02% | +6+1.0% | Added |
| Level Financial Advisors, Inc. | 619 | $25.0K | 0.02% | 00.0% | Unchanged |
| Stapp Wealth Management, PLLC | 617 | $25.0K | 0.07% | +617 | New |
| Sierra Capital LLC | 680 | $27.0K | 0.01% | −3,195−82.5% | Reduced |
| Arcadia Investment Management Corp | 705 | $28.0K | 0.01% | −500−41.5% | Reduced |
| Goodwin Investment Advisory | 700 | $28.0K | 0.02% | 00.0% | Unchanged |
| Emerald Advisers, LLC | 716 | $29.0K | 0.00% | +6+0.8% | Added |
| Cornerstone Management, Inc. | 730 | $29.2K | 0.01% | −107−12.8% | Reduced |
| Credential Qtrade Securities Inc. | 748 | $29.9K | 0.00% | −81−9.8% | Reduced |
| Beaird Harris Wealth Management, LLC | 743 | $30.0K | 0.01% | −70−8.6% | Reduced |
| IAG Wealth Partners, LLC | 740 | $30.0K | 0.01% | 00.0% | Unchanged |
| Knuff & Co LLC | 765 | $31.0K | 0.01% | −920−54.6% | Reduced |
| Red Cedar Capital, LLC | 766 | $31.0K | 0.02% | 00.0% | Unchanged |
| Advocacy Wealth Management Services, LLC | 729 | $31.0K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 810 | $32.0K | 0.01% | 00.0% | Unchanged |
| Bromfield Sneider Wealth Advisors | 800 | $32.0K | 0.04% | 00.0% | Unchanged |
| Surevest, LLC | 821 | $33.0K | 0.01% | 00.0% | Unchanged |
| Monolith Advisors | 848 | $34.0K | 0.04% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 861 | $34.0K | 0.00% | +600+229.9% | Added |
| Neo Ivy Capital Management | 864 | $35.0K | 0.09% | −3,003−77.7% | Reduced |
| Harding Loevner LP | 907 | $36.0K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 903 | $36.0K | 0.03% | +7+0.8% | Added |
| Life Planning Partners, Inc | 963 | $38.5K | 0.04% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 965 | $38.6K | 0.02% | +1+0.1% | Added |
| James Investment Research Inc | 973 | $39.0K | 0.01% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 964 | $39.0K | 0.04% | 00.0% | Unchanged |
| De Burlo Group Inc | 1,000 | $40.0K | 0.01% | −22,787−95.8% | Reduced |
| Winch Advisory Services, LLC | 1,012 | $40.0K | 0.02% | −247−19.6% | Reduced |
| Osterweis Capital Management Inc | 988 | $40.0K | 0.00% | +988 | New |
| Lansing Street Advisors | 1,110 | $44.0K | 0.03% | 00.0% | Unchanged |