| USA Financial Portformulas Corp | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Rinkey Investments | 5 | $0 | 0.00% | +5 | New |
| Mach-1 Financial Group, Inc. | 2 | $0 | 0.00% | +2 | New |
| Life Planning Partners, Inc | 5 | $0 | 0.00% | +5 | New |
| DRH Investments, Inc. | 10 | $2.00K | 0.00% | +10 | New |
| Robbins Farley LLC | 14 | $2.00K | 0.00% | +14 | New |
| WestEnd Advisors, LLC | 18 | $2.79K | 0.00% | – | – |
| Eukles Asset Management | 22 | $3.00K | 0.00% | 00.0% | Unchanged |
| Foresight Capital Management Advisors, Inc. | 21 | $3.00K | 0.00% | +21 | New |
| Cedar Wealth Management, LLC | 20 | $3.00K | 0.00% | +20 | New |
| Westwood Wealth Management | 24,036 | $4.00K | 0.00% | +24,036 | New |
| Schubert & Co | 29 | $4.00K | 0.00% | +29 | New |
| Carroll Investors, Inc | 30 | $4.00K | 0.00% | +30 | New |
| Cordant, Inc. | 32 | $5.00K | 0.00% | −3,853−99.2% | Reduced |
| Ogorek Anthony Joseph | 37 | $5.00K | 0.00% | 00.0% | Unchanged |
| Regency Capital Management Inc. | 39 | $6.00K | 0.00% | 00.0% | Unchanged |
| James Reed Financial Services, Inc. | 39 | $6.00K | 0.01% | +39 | New |
| Horrell Capital Management, Inc. | 46 | $7.00K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 40 | $7.00K | 0.00% | +15+60.0% | Added |
| Clear Investment Research, LLC | 51 | $8.00K | 0.01% | +1+2.0% | Added |
| Kenfarb & Co. | 59 | $9.00K | 0.01% | +59 | New |
| First Quadrant L P | 63 | $10.0K | 0.00% | −2,654−97.7% | Reduced |
| True Link Financial Advisors, LLC | 63 | $10.0K | 0.00% | −48−43.2% | Reduced |
| Atlantic Trust, LLC | 65 | $10.0K | 0.01% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 77 | $11.0K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 72 | $11.0K | 0.00% | 00.0% | Unchanged |
| BCR Wealth Strategies, LLC | 69 | $11.0K | 0.01% | +69 | New |
| Clear Perspectives Financial Planning, LLC | 80 | $12.0K | 0.00% | +4+5.3% | Added |
| Your Advocates Ltd., LLP | 83 | $13.0K | 0.01% | −28−25.2% | Reduced |
| RE Dickinson Investment Advisors, LLC | 87 | $13.0K | 0.01% | +87 | New |
| Red Cedar Capital, LLC | 93 | $14.0K | 0.01% | −10−9.7% | Reduced |
| Lake Point Wealth Management | 94 | $15.0K | 0.01% | 00.0% | Unchanged |
| Insight Financial Services | 102 | $15.0K | 0.01% | +102 | New |
| McCarthy Grittinger Financial Group, LLC | 100 | $15.5K | 0.01% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 105 | $16.0K | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 104 | $16.0K | 0.01% | +104 | New |
| Arcadia Investment Management Corp | 109 | $17.0K | 0.00% | 00.0% | Unchanged |
| Bivin & Associates, Inc. | 115 | $18.0K | 0.02% | +115 | New |
| 4Thought Financial Group Inc. | 124 | $19.0K | 0.02% | 00.0% | Unchanged |
| Goodwin Investment Advisory | 120 | $19.0K | 0.01% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 132 | $20.0K | 0.02% | −38−22.4% | Reduced |
| Rational Advisors LLC | 139 | $22.0K | 0.00% | −19,417−99.3% | Reduced |
| Trust Co | 147 | $23.0K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 157 | $24.0K | 0.01% | −17−9.8% | Reduced |
| Syverson Strege & Co | 160 | $25.0K | 0.02% | +127+384.8% | Added |
| Macroview Investment Management LLC | 165 | $26.0K | 0.03% | −2−1.2% | Reduced |
| Sandy Cove Advisors, LLC | 176 | $27.0K | 0.02% | +176 | New |
| Dark Forest Capital Management LP | 185 | $29.0K | 0.01% | +185 | New |
| Okabena Investment Services Inc | 200 | $31.0K | 0.01% | 00.0% | Unchanged |
| Park Circle Co | 200 | $31.0K | 0.03% | 00.0% | Unchanged |
| Wealthstreet Investment Advisors, LLC | 200 | $31.0K | 0.76% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 200 | $31.0K | 0.03% | +200 | New |
| Retirement Group, LLC | 208 | $32.0K | 0.01% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 215 | $33.0K | 0.02% | +4+1.9% | Added |
| BIT Capital GmbH | 215 | $33.3K | 0.00% | −8,232−97.5% | Reduced |
| Smith Group Asset Management, LLC | 220 | $34.0K | 0.00% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 220 | $34.0K | 0.01% | +107+94.7% | Added |
| Financial Enhancement Group LLC | 228 | $35.0K | 0.01% | −14−5.8% | Reduced |
| Advanced Research Investment Solutions, LLC | 238 | $36.0K | 0.01% | +75+46.0% | Added |
| Financial Connections Group, Inc. | 238 | $36.0K | 0.04% | +238 | New |
| John W. Brooker & Co., CPAs | 244 | $38.0K | 0.02% | +45+22.6% | Added |
| Dougherty Wealth Advisers LLC | 252 | $39.0K | 0.05% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 256 | $39.0K | 0.00% | +105+69.5% | Added |
| Holloway Wealth Management, LLC | – | $40.0K | 0.01% | – | – |
| Ashburton (Jersey) Ltd | 270 | $42.0K | 0.02% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 273 | $42.0K | 0.04% | +264+2,933.3% | Added |
| Karlinski Andrew C | 290 | $45.0K | 0.08% | +290 | New |
| Contravisory Investment Management, Inc. | 300 | $46.0K | 0.01% | 00.0% | Unchanged |
| Interactive Financial Advisors | 300 | $46.0K | 0.02% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 299 | $46.0K | 0.03% | +30+11.2% | Added |
| Operose Advisors LLC | 300 | $46.0K | 0.04% | +300 | New |
| Bell Investment Advisors, Inc | 300 | $47.0K | 0.01% | −37−11.0% | Reduced |
| TD Capital Management LLC | 310 | $48.0K | 0.01% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 309 | $48.0K | 0.04% | +309 | New |
| Leverty Financial Group, LLC | 321 | $49.0K | 0.04% | +321 | New |
| James Investment Research Inc | 322 | $50.0K | 0.00% | −329−50.5% | Reduced |
| TD Ameritrade Investment Management, LLC | 326 | $50.0K | 0.00% | +74+29.4% | Added |
| Harvest Fund Management Co., Ltd | 345 | $53.0K | 0.01% | −259−42.9% | Reduced |
| Ulland Investment Advisors, LLC | 348 | $54.0K | 0.03% | +348 | New |
| Riverview Trust Co | 355 | $55.0K | 0.03% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 358 | $55.5K | 0.02% | +242+208.6% | Added |
| Marquette Asset Management, LLC | 360 | $56.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 374 | $58.0K | 0.01% | −105−21.9% | Reduced |
| Rather & Kittrell, Inc. | 387 | $59.0K | 0.05% | +387 | New |
| Tfo-TDC, LLC | 400 | $60.0K | 0.01% | −1,145−74.1% | Reduced |
| Carolina Wealth Advisors, LLC | 389 | $60.0K | 0.03% | −500−56.2% | Reduced |
| Baldrige Asset Management LLC | 385 | $60.0K | 0.02% | −56−12.7% | Reduced |
| Hillsdale Investment Management Inc. | 390 | $60.0K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 385 | $60.0K | 0.00% | 00.0% | Unchanged |
| Comprehensive Financial Consultants Institutional, Inc. | 418 | $62.0K | 0.04% | +418 | New |
| Avondale Wealth Management | 407 | $63.0K | 0.06% | −1,260−75.6% | Reduced |
| Strategic Asset Management, LLC | 411 | $64.0K | 0.09% | +93+29.2% | Added |
| HBC Financial Services, PLLC | 415 | $64.0K | 0.04% | +280+207.4% | Added |
| Bay Harbor Wealth Management, LLC | 456 | $65.0K | 0.03% | +28+6.5% | Added |
| Lloyd Advisory Services, LLC. | 442 | $68.0K | 0.03% | −3−0.7% | Reduced |
| Lenox Wealth Advisors, LLC | 467 | $72.0K | 0.01% | −634−57.6% | Reduced |
| Estate Counselors, LLC | 475 | $73.0K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 478 | $74.0K | 0.03% | −1,861−79.6% | Reduced |
| WFA Asset Management Corp | 493 | $76.4K | 0.05% | +493 | New |
| Laurel Wealth Planning LLC | 500 | $77.0K | 0.06% | 00.0% | Unchanged |
