| Siena Capital LLC | 2 | $0 | 0.00% | −86−97.7% | Reduced |
| Vectors Research Management, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1 | $0 | 0.00% | −4−80.0% | Reduced |
| SOA Wealth Advisors, LLC. | 1 | $0 | 0.00% | −4−80.0% | Reduced |
| Private Ocean, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 2 | $0 | 0.00% | +2 | New |
| Raffa Wealth Management, LLC | 2 | $421 | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 7 | $1.00K | 0.00% | −3,386−99.8% | Reduced |
| Sugarloaf Wealth Management, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 4 | $1.00K | 0.00% | −1−20.0% | Reduced |
| Versant Capital Management, Inc | 3 | $1.00K | 0.00% | +2+200.0% | Added |
| Transamerica Financial Advisors, Inc. | 3 | $1.00K | 0.00% | +3 | New |
| Prestige Wealth Management Group LLC | 5 | $1.00K | 0.00% | +5 | New |
| Global Financial Private Client, LLC | 5 | $1.09K | 0.00% | −35−87.5% | Reduced |
| Ci Investments Inc. | 8 | $2.00K | 0.00% | −62,840−100.0% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 9 | $2.00K | 0.00% | −8−47.1% | Reduced |
| Brown Brothers Harriman & Co | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| BCR Wealth Strategies, LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 8 | $2.00K | 0.00% | +6+300.0% | Added |
| Harvest Group Wealth Management, LLC | 6 | $2.00K | 0.00% | +2+50.0% | Added |
| Tyler-Stone Wealth Management | 8 | $2.00K | 0.00% | +8 | New |
| Sutton Wealth Advisors Inc. | 10 | $2.11K | 0.00% | −12−54.5% | Reduced |
| Heritage Wealth Management, LLC | 10 | $2.11K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 12 | $2.53K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 13 | $2.74K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 20 | $4.00K | 0.00% | −41−67.2% | Reduced |
| Massmutual Trust Co FSB | 19 | $4.00K | 0.00% | −22−53.7% | Reduced |
| JFS Wealth Advisors, LLC | 18 | $4.00K | 0.00% | −11−37.9% | Reduced |
| Glassman Wealth Services | 21 | $4.00K | 0.00% | −10−32.3% | Reduced |
| Vigilant Capital Management, LLC | 20 | $4.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 20 | $4.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 17 | $4.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 17 | $4.00K | 0.00% | +5+41.7% | Added |
| Schubert & Co | 18 | $4.00K | 0.00% | +7+63.6% | Added |
| TFC Financial Management | 20 | $4.00K | 0.00% | +20 | New |
| Steward Financial Group LLC | 21 | $4.00K | 0.00% | +21 | New |
| Plante Moran Financial Advisors, LLC | 25 | $5.00K | 0.00% | −25−50.0% | Reduced |
| Harbor Investment Advisory, LLC | 25 | $5.00K | 0.00% | +1+4.2% | Added |
| Financial Management Professionals, Inc. | 24 | $5.00K | 0.00% | −1−4.0% | Reduced |
| FourThought Financial, LLC | 22 | $5.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 24 | $5.00K | 0.00% | +11+84.6% | Added |
| Ronald Blue Trust, Inc. | 19 | $5.00K | 0.00% | +19 | New |
| Fairfield Financial Advisors, LTD | 25 | $5.26K | 0.00% | +25 | New |
| Albion Financial Group | 29 | $6.00K | 0.00% | +29 | New |
| Earnest Partners LLC | 33 | $7.00K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 35 | $7.00K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 35 | $7.00K | 0.00% | +35 | New |
| McIlrath & Eck, LLC | 35 | $7.00K | 0.00% | +35 | New |
| Better Money Decisions, LLC | 33 | $7.00K | 0.01% | +33 | New |
| Bell Investment Advisors, Inc | 31 | $7.00K | 0.00% | +31 | New |
| WR Wealth Planners, LLC | 34 | $7.16K | 0.00% | 00.0% | Unchanged |
| Central Bank & Trust Co | 36 | $8.00K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 37 | $8.00K | 0.00% | +37 | New |
| Truvestments Capital LLC | 41 | $9.00K | 0.01% | +41 | New |
| Retirement Group, LLC | 49 | $10.0K | 0.00% | +22+81.5% | Added |
| First Eagle Investment Management, LLC | 49 | $10.0K | 0.00% | +49 | New |
| Clear Investment Research, LLC | 50 | $11.0K | 0.02% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 53 | $11.0K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 50 | $11.0K | 0.00% | 00.0% | Unchanged |
| Marshall & Sullivan Inc | 53 | $11.0K | 0.01% | +53 | New |
| Lindbrook Capital, LLC | 59 | $12.0K | 0.00% | +37+168.2% | Added |
| Hazlett, Burt & Watson, Inc. | 70 | $15.0K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 72 | $15.0K | 0.00% | 00.0% | Unchanged |
| Knott David M Jr | 69 | $15.0K | 0.01% | +69 | New |
| Disciplined Investments, LLC | 74 | $16.0K | 0.01% | +2+2.8% | Added |
| Zions Bancorporation, N.A. | 79 | $17.0K | 0.00% | +1+1.3% | Added |
| GHP Investment Advisors, Inc. | 80 | $17.0K | 0.00% | +20+33.3% | Added |
| Byrne Asset Management LLC | 82 | $17.0K | 0.01% | +49+148.5% | Added |
| Blue Bell Private Wealth Management, LLC | 85 | $18.0K | 0.01% | 00.0% | Unchanged |
| Corbenic Partners LLC | 90 | $19.0K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 89 | $19.0K | 0.01% | +11+14.1% | Added |
| Pacer Advisors, Inc. | 101 | $21.0K | 0.00% | −27,082−99.6% | Reduced |
| North Star Investment Management Corp. | 100 | $21.0K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 100 | $21.0K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 100 | $21.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 98 | $21.0K | 0.01% | 00.0% | Unchanged |
| Tevis Investment Management | 100 | $21.0K | 0.02% | +100 | New |
| FinTrust Capital Advisors, LLC | 90 | $22.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 110 | $23.0K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 118 | $25.0K | 0.01% | −22−15.7% | Reduced |
| MV Capital Management, Inc. | 119 | $25.0K | 0.00% | −4−3.3% | Reduced |
| Harvest Fund Management Co., Ltd | 119 | $25.0K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 118 | $25.0K | 0.00% | +118 | New |
| Quent Capital, LLC | 123 | $26.0K | 0.01% | +8+7.0% | Added |
| Northern Oak Wealth Management Inc | 135 | $28.0K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 133 | $28.0K | 0.01% | +107+411.5% | Added |
| Brewin Dolphin Ltd | 140 | $29.0K | 0.00% | −35−20.0% | Reduced |
| MCF Advisors LLC | 138 | $29.0K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 140 | $29.0K | 0.03% | +140 | New |
| Quadrant Capital Group LLC | 158 | $33.0K | 0.00% | +11+7.5% | Added |
| Private Trust Co NA | 163 | $34.0K | 0.01% | +163 | New |
| Accel Wealth Management | 163 | $35.0K | 0.02% | +105+181.0% | Added |
| Legacy CG, LLC | 186 | $39.0K | 0.03% | +186 | New |
| Resources Management Corp | 195 | $41.0K | 0.01% | +34+21.1% | Added |
| Stonebridge Capital Advisors LLC | 195 | $41.0K | 0.00% | +145+290.0% | Added |
| Castle Wealth Management LLC | 200 | $42.0K | 0.02% | +200 | New |