| USA Financial Portformulas Corp | 2 | $0 | 0.00% | −5,285−100.0% | Reduced |
| Filbrandt Wealth Management, LLC | 5 | $1.00K | 0.00% | −128−96.2% | Reduced |
| First Command Advisory Services, Inc. | 3 | $1.00K | 0.00% | +3 | New |
| Cypress Point Wealth Management, LLC | 6 | $1.00K | 0.00% | +6 | New |
| Delos Wealth Advisors, LLC | 9 | $2.00K | 0.00% | +5+125.0% | Added |
| WestEnd Advisors, LLC | – | $2.71K | 0.00% | – | – |
| Eukles Asset Management | 22 | $4.00K | 0.00% | −478−95.6% | Reduced |
| ClariVest Asset Management LLC | 20 | $4.00K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 33 | $6.00K | 0.00% | +25+312.5% | Added |
| Ogorek Anthony Joseph | 37 | $6.00K | 0.00% | +37 | New |
| Regency Capital Management Inc. | 39 | $7.00K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 50 | $8.00K | 0.01% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 46 | $8.00K | 0.00% | 00.0% | Unchanged |
| Lountzis Asset Management, LLC | 50 | $8.46K | 0.01% | +50 | New |
| Atlantic Trust, LLC | 65 | $11.0K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 72 | $12.0K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 77 | $13.0K | 0.00% | −51−39.8% | Reduced |
| Clear Perspectives Financial Planning, LLC | 76 | $13.0K | 0.01% | +68+850.0% | Added |
| Ibex Wealth Advisors | 86 | $15.0K | 0.00% | +86 | New |
| Lake Point Wealth Management | 94 | $16.0K | 0.01% | −10−9.6% | Reduced |
| McCarthy Grittinger Financial Group, LLC | 100 | $16.9K | 0.01% | +100 | New |
| Red Cedar Capital, LLC | 103 | $17.0K | 0.01% | +10+10.8% | Added |
| Arcadia Investment Management Corp | 109 | $18.0K | 0.00% | −8−6.8% | Reduced |
| Roble, Belko & Company, Inc | 105 | $18.0K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 106 | $18.0K | 0.01% | +30+39.5% | Added |
| MBM Wealth Consultants, LLC | 113 | $19.0K | 0.01% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 111 | $19.0K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 111 | $19.0K | 0.01% | +28+33.7% | Added |
| Halpern Financial, Inc. | 116 | $19.6K | 0.01% | 00.0% | Unchanged |
| Goodwin Investment Advisory | 120 | $20.0K | 0.02% | 00.0% | Unchanged |
| 4Thought Financial Group Inc. | 124 | $21.0K | 0.02% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 135 | $24.0K | 0.02% | 00.0% | Unchanged |
| Trust Co | 147 | $25.0K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 151 | $25.0K | 0.00% | +151 | New |
| Red Tortoise LLC | 268 | $25.0K | 0.02% | +268 | New |
| Advanced Research Investment Solutions, LLC | 163 | $27.6K | 0.01% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 167 | $28.0K | 0.04% | 00.0% | Unchanged |
| Core Alternative Capital | 166 | $28.0K | 0.01% | +166 | New |
| Johnson Midwest Financial, LLC | 170 | $29.0K | 0.02% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 174 | $30.0K | 0.01% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 252 | $31.0K | 0.00% | −55−17.9% | Reduced |
| Wealthstreet Investment Advisors, LLC | 200 | $34.0K | 0.94% | −120−37.5% | Reduced |
| Okabena Investment Services Inc | 200 | $34.0K | 0.02% | 00.0% | Unchanged |
| Park Circle Co | 200 | $34.0K | 0.03% | 00.0% | Unchanged |
| John W. Brooker & Co., CPAs | 199 | $34.0K | 0.02% | +7+3.6% | Added |
| Retirement Group, LLC | 208 | $35.0K | 0.02% | −14−6.3% | Reduced |
| Iron Horse Wealth Management, LLC | 211 | $36.0K | 0.02% | 00.0% | Unchanged |
| Smith Group Asset Management, LLC | 220 | $37.0K | 0.00% | +220 | New |
| Walled Lake Planning & Wealth Management, LLC | 234 | $40.0K | 0.02% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 242 | $41.0K | 0.01% | +4+1.7% | Added |
| Dougherty Wealth Advisers LLC | 252 | $43.0K | 0.06% | 00.0% | Unchanged |
| Holloway Wealth Management, LLC | – | $44.0K | 0.01% | – | – |
| Ashburton (Jersey) Ltd | 270 | $46.0K | 0.02% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 269 | $46.0K | 0.03% | 00.0% | Unchanged |
| Tanaka Capital Management Inc | 285 | $48.0K | 0.07% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 300 | $51.0K | 0.02% | 00.0% | Unchanged |
| Interactive Financial Advisors | 300 | $51.0K | 0.02% | 00.0% | Unchanged |
| TD Capital Management LLC | 310 | $52.0K | 0.01% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 318 | $57.0K | 0.08% | +318 | New |
| Bell Investment Advisors, Inc | 337 | $57.0K | 0.02% | +337 | New |
| Riverview Trust Co | 355 | $60.0K | 0.06% | 00.0% | Unchanged |
| CVA Family Office, LLC | 490 | $61.0K | 0.04% | −723−59.6% | Reduced |
| Marquette Asset Management, LLC | 360 | $61.0K | 0.01% | 00.0% | Unchanged |
| Sageworth Trust Co | 385 | $65.0K | 0.01% | 00.0% | Unchanged |
| Resolute Partners Group | 387 | $65.0K | 0.01% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 390 | $66.0K | 0.01% | 00.0% | Unchanged |
| IronBridge Private Wealth, LLC | 399 | $67.0K | 0.04% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 409 | $69.0K | 0.04% | −2,385−85.4% | Reduced |
| Bay Harbor Wealth Management, LLC | 428 | $72.0K | 0.03% | +428 | New |
| Baldrige Asset Management LLC | 441 | $75.0K | 0.03% | −56−11.3% | Reduced |
| Lloyd Advisory Services, LLC. | 445 | $75.0K | 0.04% | +206+86.2% | Added |
| Standard Family Office LLC | 455 | $77.0K | 0.02% | −4,825−91.4% | Reduced |
| Estate Counselors, LLC | 475 | $80.0K | 0.01% | 00.0% | Unchanged |
| Grant Street Asset Management, Inc. | 473 | $80.0K | 0.05% | +473 | New |
| Financial Management Professionals, Inc. | 479 | $81.0K | 0.02% | −447−48.3% | Reduced |
| Equitec Proprietary Markets, LLC | 500 | $85.0K | 0.05% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 500 | $85.0K | 0.07% | 00.0% | Unchanged |
| AGF Investments LLC | 530 | $90.0K | 0.01% | −52−8.9% | Reduced |
| Deane Retirement Strategies, Inc. | 536 | $91.0K | 0.05% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 573 | $97.0K | 0.07% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 576 | $101.0K | 0.07% | +60+11.6% | Added |
| Savior LLC | 605 | $102.0K | 0.10% | −592−49.5% | Reduced |
| Harvest Fund Management Co., Ltd | 604 | $102.0K | 0.02% | +195+47.7% | Added |
| Lowe Wealth Advisors, LLC | 616 | $104.0K | 0.05% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 617 | $104.0K | 0.05% | 00.0% | Unchanged |
| Concord Wealth Partners | 634 | $107.0K | 0.04% | −1,279−66.9% | Reduced |
| Penserra Capital Management LLC | 638 | $107.0K | 0.00% | +468+275.3% | Added |
| D'Orazio & Associates, Inc. | 645 | $109.0K | 0.03% | +264+69.3% | Added |
| James Investment Research Inc | 651 | $110.0K | 0.01% | +484+289.8% | Added |
| CBIZ Investment Advisory Services, LLC | – | $112.0K | 0.01% | – | – |
| WD Rutherford LLC | 675 | $114.0K | 0.06% | −300−30.8% | Reduced |
| Cypress Capital Management LLC (WY) | 682 | $115.0K | 0.10% | 00.0% | Unchanged |
| Ci Investments Inc. | 688 | $116.0K | 0.00% | +218+46.4% | Added |
| Barnett & Company, Inc. | 695 | $118.0K | 0.09% | +16+2.4% | Added |
| Timber Creek Capital Management LLC | 713 | $120.0K | 0.04% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 722 | $122.0K | 0.08% | 00.0% | Unchanged |
| Activest Wealth Management | 735 | $124.0K | 0.08% | +3+0.4% | Added |
| Consolidated Planning Corp | 743 | $126.0K | 0.08% | +743 | New |
| Professional Financial Advisors, LLC | 759 | $128.0K | 0.07% | 00.0% | Unchanged |