| USA Financial Portformulas Corp | 1 | $0 | 0.00% | −2,705−100.0% | Reduced |
| Carolinas Wealth Consulting LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 1 | $0 | 0.00% | +1 | New |
| Raffa Wealth Management, LLC | 2 | $704 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 3 | $1.00K | 0.00% | −81−96.4% | Reduced |
| Prestige Wealth Management Group LLC | 3 | $1.00K | 0.00% | −31−91.2% | Reduced |
| SOA Wealth Advisors, LLC. | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 5 | $1.00K | 0.00% | +5 | New |
| Capital Advisors, Ltd. LLC | 2 | $1.00K | 0.00% | +2 | New |
| Harvest Group Wealth Management, LLC | 2 | $1.00K | 0.00% | +2 | New |
| Sound Income Strategies, LLC | 3 | $1.00K | 0.00% | +3 | New |
| Vectors Research Management, LLC | 2 | $1.00K | 0.00% | +2 | New |
| Eagle Bay Advisors LLC | 5 | $2.00K | 0.00% | −5−50.0% | Reduced |
| JJJ Advisors Inc. | 7 | $2.00K | 0.00% | −1−12.5% | Reduced |
| Sugarloaf Wealth Management, LLC | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 8 | $3.00K | 0.00% | −3,165−99.7% | Reduced |
| BCR Wealth Strategies, LLC | 8 | $3.00K | 0.00% | +8 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 11 | $3.00K | 0.00% | +11 | New |
| Atticus Wealth Management, LLC | 11 | $4.00K | 0.00% | −269−96.1% | Reduced |
| Parkside Financial Bank & Trust | 12 | $4.00K | 0.00% | −1−7.7% | Reduced |
| Burleson & Company, LLC | 11 | $4.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 11 | $4.00K | 0.00% | +1+10.0% | Added |
| JFS Wealth Advisors, LLC | 11 | $4.00K | 0.00% | +11 | New |
| Fortis Advisors, LLC | 10 | $4.00K | 0.00% | +10 | New |
| Rosenberg Matthew Hamilton | 10 | $4.00K | 0.00% | +10 | New |
| Schubert & Co | 11 | $4.00K | 0.00% | +11 | New |
| Ahl Investment Management, Inc. | 10 | $4.00K | 0.00% | +10 | New |
| Tucker Asset Management LLC | 12 | $4.24K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 13 | $4.58K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 15 | $5.00K | 0.00% | −4−21.1% | Reduced |
| SRS Capital Advisors, Inc. | 13 | $5.00K | 0.00% | −7−35.0% | Reduced |
| Massmutual Trust Co FSB | 14 | $5.00K | 0.00% | −1−6.7% | Reduced |
| Harbor Investment Advisory, LLC | 15 | $5.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 13 | $5.00K | 0.00% | +8+160.0% | Added |
| FourThought Financial, LLC | 18 | $6.00K | 0.00% | −64−78.0% | Reduced |
| Bogart Wealth, LLC | 17 | $6.00K | 0.00% | −48−73.8% | Reduced |
| Jones Financial Companies LLLP | 17 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 18 | $6.00K | 0.00% | +1+5.9% | Added |
| Retirement Group, LLC | 17 | $6.00K | 0.00% | 00.0% | Unchanged |
| Foresight Capital Management Advisors, Inc. | 18 | $6.00K | 0.01% | +18 | New |
| Curi Capital | 18 | $6.00K | 0.00% | +18 | New |
| Sutton Wealth Advisors Inc. | 18 | $6.33K | 0.00% | 00.0% | Unchanged |
| Hanseatic Management Services Inc | 20 | $7.00K | 0.01% | −1,612−98.8% | Reduced |
| Dark Forest Capital Management LP | 21 | $7.00K | 0.00% | −435−95.4% | Reduced |
| Vigilant Capital Management, LLC | 20 | $7.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 20 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 22 | $8.00K | 0.00% | +10+83.3% | Added |
| HWG Holdings LP | 24 | $8.00K | 0.00% | +24 | New |
| Byrne Asset Management LLC | 29 | $10.0K | 0.01% | +29 | New |
| Earnest Partners LLC | 33 | $12.0K | 0.00% | 00.0% | Unchanged |
| Gilder Gagnon Howe & Co LLC | 34 | $12.0K | 0.00% | +17+100.0% | Added |
| Glassman Wealth Services | 37 | $13.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 41 | $14.0K | 0.00% | −5−10.9% | Reduced |
| Global Financial Private Client, LLC | 40 | $14.1K | 0.01% | −10−20.0% | Reduced |
| McDonald Partners LLC | 43 | $15.1K | 0.01% | +43 | New |
| Absolute Capital Management, LLC | 43 | $15.1K | 0.01% | +43 | New |
| Ahrens Investment Partners LLC | 45 | $16.0K | 0.01% | +45 | New |
| Stonebridge Financial Planning Group, LLC | 63 | $17.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 53 | $18.0K | 0.00% | −94−63.9% | Reduced |
| State of Wyoming | 52 | $18.0K | 0.01% | 00.0% | Unchanged |
| Monetary Management Group Inc | 50 | $18.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 50 | $18.0K | 0.00% | +2+4.2% | Added |
| Baystate Wealth Management LLC | 50 | $18.0K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 50 | $18.0K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 50 | $18.0K | 0.03% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 50 | $18.0K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 55 | $19.0K | 0.00% | +55 | New |
| Accel Wealth Management | 58 | $20.0K | 0.01% | +58 | New |
| Winch Advisory Services, LLC | 62 | $22.0K | 0.01% | −2−3.1% | Reduced |
| Zions Bancorporation, N.A. | 64 | $22.0K | 0.00% | +2+3.2% | Added |
| Disciplined Investments, LLC | 63 | $22.0K | 0.01% | +63 | New |
| Signet Financial Management, LLC | 71 | $25.0K | 0.00% | +71 | New |
| TCI Wealth Advisors, Inc. | 75 | $26.0K | 0.00% | −4−5.1% | Reduced |
| Truvestments Capital LLC | 75 | $26.0K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 73 | $26.0K | 0.01% | 00.0% | Unchanged |
| American National Bank | 76 | $27.0K | 0.01% | +15+24.6% | Added |
| Glen Eagle Advisors, LLC | 87 | $30.5K | 0.01% | −70−44.6% | Reduced |
| FinTrust Capital Advisors, LLC | 90 | $32.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 93 | $33.0K | 0.01% | +93 | New |
| TD Waterhouse Canada Inc. | 100 | $33.2K | 0.00% | +100 | New |
| North Star Investment Management Corp. | 100 | $35.0K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 100 | $35.0K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 100 | $35.0K | 0.02% | +50+100.0% | Added |
| Corbenic Partners LLC | 102 | $36.0K | 0.01% | 00.0% | Unchanged |
| Disciplina Capital Management LLC | 104 | $36.6K | 0.01% | +3+3.0% | Added |
| Covestor Ltd | 106 | $37.0K | 0.05% | +106 | New |
| Farmers & Merchants Investments Inc | 110 | $39.0K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 115 | $40.0K | 0.00% | −10−8.0% | Reduced |
| Harvest Fund Management Co., Ltd | 119 | $41.0K | 0.01% | −485−80.3% | Reduced |
| MV Capital Management, Inc. | 121 | $43.0K | 0.01% | +5+4.3% | Added |
| Northern Oak Wealth Management Inc | 123 | $43.0K | 0.00% | +23+23.0% | Added |
| Signaturefd, LLC | 133 | $47.0K | 0.00% | −125−48.4% | Reduced |
| Amplius Wealth Advisors, LLC | 136 | $47.0K | 0.01% | +136 | New |
| IAG Wealth Partners, LLC | 140 | $49.0K | 0.02% | +40+40.0% | Added |
| Blue Bell Private Wealth Management, LLC | 141 | $50.0K | 0.01% | +141 | New |
| Total Clarity Wealth Management, Inc. | 145 | $51.0K | 0.02% | +29+25.0% | Added |
| Resources Management Corp | 146 | $51.0K | 0.01% | +146 | New |
