| Aspire Private Capital, LLC | 3 | $0 | 0.00% | −43−93.5% | Reduced |
| J.Safra Asset Management Corp | 118 | $0 | 0.00% | +118 | New |
| Retirement Group, LLC | 3 | $0 | 0.00% | +3 | New |
| CFS Investment Advisory Services, LLC | 49,626 | $0 | 0.00% | +49,626 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 1 | $0 | 0.00% | +1 | New |
| Carroll Investors, Inc | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 8 | $1.21K | 0.00% | 00.0% | Unchanged |
| Advocacy Wealth Management Services, LLC | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 10 | $2.00K | 0.00% | +10 | New |
| Capital Advisory Group Advisory Services, LLC | 11 | $2.00K | 0.00% | +11 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 25 | $3.00K | 0.00% | −68−73.1% | Reduced |
| Lenox Wealth Advisors, LLC | 22 | $3.00K | 0.00% | −1−4.3% | Reduced |
| Bellwether Advisors, LLC | 21 | $3.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 20 | $3.00K | 0.00% | +1+5.3% | Added |
| Freedman Financial Associates, Inc. | 27 | $4.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 23 | $4.00K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 30 | $5.00K | 0.00% | −101−77.1% | Reduced |
| Riggs Asset Managment Co. Inc. | 34 | $5.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 36 | $5.00K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 30 | $5.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 34 | $5.00K | 0.00% | +24+240.0% | Added |
| Cordant, Inc. | 31 | $5.00K | 0.00% | +31 | New |
| Baron Financial Group, LLC | 37 | $5.62K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 46 | $6.99K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 43 | $7.00K | 0.00% | −1,463−97.1% | Reduced |
| Newbridge Financial Services Group, Inc. | 44 | $7.00K | 0.00% | −28−38.9% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 44 | $7.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 47 | $7.00K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 49 | $7.00K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 46 | $7.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 44 | $7.00K | 0.00% | +44 | New |
| Castleview Partners, LLC | 58 | $8.00K | 0.00% | −23,618−99.8% | Reduced |
| Sierra Capital LLC | 50 | $8.00K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 50 | $8.00K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 57 | $8.11K | 0.00% | −3,900−98.6% | Reduced |
| Rise Advisors, LLC | 60 | $9.00K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 57 | $9.00K | 0.00% | −2−3.4% | Reduced |
| RPg Family Wealth Advisory, LLC | 63 | $9.56K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 69 | $10.0K | 0.01% | −62−47.3% | Reduced |
| Thompson Siegel & Walmsley LLC | 64 | $10.0K | 0.00% | +64 | New |
| Strengthening Families & Communities, LLC | 64 | $10.0K | 0.01% | +64 | New |
| Carmichael Hill & Associates, Inc. | 75 | $11.0K | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 85 | $13.0K | 0.00% | −1−1.2% | Reduced |
| HighMark Wealth Management LLC | 87 | $13.0K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 85 | $13.0K | 0.00% | +85 | New |
| Win Advisors, Inc | 85 | $13.0K | 0.00% | +85 | New |
| MV Capital Management, Inc. | 101 | $15.0K | 0.00% | −5−4.7% | Reduced |
| Valley National Advisers Inc | 97 | $15.0K | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 100 | $15.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 102 | $15.0K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 100 | $15.0K | 0.00% | +100 | New |
| Crewe Advisors LLC | 100 | $15.0K | 0.00% | +100 | New |
| Aquatic Capital Management LLC | 100 | $15.0K | 0.02% | +100 | New |
| Siena Capital LLC | 100 | $15.0K | 0.01% | +100 | New |
| Raffa Wealth Management, LLC | 99 | $15.0K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 105 | $15.9K | 0.01% | +9+9.4% | Added |
| West Bancorporation Inc | 108 | $16.0K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 103 | $16.0K | 0.00% | −5−4.6% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 105 | $16.0K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 110 | $17.0K | 0.00% | −65−37.1% | Reduced |
| Tortoise Investment Management, LLC | 112 | $17.0K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 111 | $17.0K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 118 | $17.0K | 0.00% | +118 | New |
| Cornerstone Management, Inc. | 113 | $17.1K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 120 | $18.0K | 0.00% | −227−65.4% | Reduced |
| Financial Perspectives, Inc | 124 | $18.8K | 0.01% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 126 | $19.0K | 0.00% | −221−63.7% | Reduced |
| Lumature Wealth Partners, LLC | 125 | $19.0K | 0.01% | −75−37.5% | Reduced |
| Guardian Wealth Management, Inc. | 125 | $19.0K | 0.02% | 00.0% | Unchanged |
| Hoey Investments, Inc | 134 | $20.0K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 139 | $20.0K | 0.01% | +139 | New |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 140 | $21.0K | 0.02% | −320−69.6% | Reduced |
| Northwest Investment Counselors, LLC | 142 | $22.0K | 0.01% | +12+9.2% | Added |
| Evolution Advisers, Inc. | 150 | $22.0K | 0.02% | +150 | New |
| McClarren Financial Advisors, Inc. | 155 | $23.0K | 0.02% | −1−0.6% | Reduced |
| Kistler-Tiffany Companies, LLC | 150 | $23.0K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 158 | $24.0K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 158 | $24.0K | 0.01% | 00.0% | Unchanged |
| Ossiam | 156 | $24.0K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 156 | $24.0K | 0.02% | +156 | New |
| Tucker Asset Management LLC | 161 | $24.4K | 0.01% | +151+1,510.0% | Added |
| IMA Wealth, Inc. | 165 | $25.0K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 163 | $25.0K | 0.01% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 174 | $26.0K | 0.02% | +108+163.6% | Added |
| Financial Management Professionals, Inc. | 171 | $26.0K | 0.01% | +127+288.6% | Added |
| Arlington Partners LLC | 180 | $27.0K | 0.01% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 180 | $27.0K | 0.01% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 186 | $28.0K | 0.01% | −43−18.8% | Reduced |
| JNBA Financial Advisors | 186 | $28.0K | 0.00% | −4−2.1% | Reduced |
| Cedar Wealth Management, LLC | 194 | $29.0K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 193 | $29.0K | 0.01% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 200 | $30.0K | 0.01% | −200−50.0% | Reduced |
| First Financial Corp | 200 | $30.0K | 0.02% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 200 | $30.0K | 0.03% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 200 | $30.0K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 198 | $30.0K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 200 | $30.0K | 0.02% | +200 | New |
| Capital Directions Investment Advisors, LLC | 200 | $30.0K | 0.01% | +200 | New |