| RVW Wealth, LLC | 191 | $0 | 0.00% | −12−5.9% | Reduced |
| Kelly Financial Services LLC | 156,275 | $64 | 0.00% | +156,211+244,079.7% | Added |
| Arcadia Investment Advisors LLC | 2 | $4.88K | 0.00% | +2 | New |
| Avion Wealth | 2 | $5.00K | 0.00% | −19−90.5% | Reduced |
| Kessler Investment Group, LLC | 2 | $5.00K | 0.00% | 00.0% | Unchanged |
| Modus Advisors, LLC | 2 | $5.00K | 0.00% | +2 | New |
| FormulaFolio Investments, LLC | 3 | $7.00K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 3 | $7.00K | 0.00% | 00.0% | Unchanged |
| ARK Investment Management LLCSuperinvestorARK Invest | 3 | $7.00K | 0.00% | 00.0% | Unchanged |
| Corsicana & Co. | 3 | $7.00K | 0.00% | +3 | New |
| IMA Wealth, Inc. | 4 | $10.0K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 4 | $10.0K | 0.01% | 00.0% | Unchanged |
| Advanced Research Investment Solutions, LLC | 4 | $10.0K | 0.01% | 00.0% | Unchanged |
| IronBridge Private Wealth, LLC | 4 | $10.0K | 0.01% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 5 | $12.0K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 5 | $12.0K | 0.01% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 5 | $12.2K | 0.01% | 00.0% | Unchanged |
| Ranger Investment Management, L.P. | 7 | $17.0K | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 7 | $17.0K | 0.01% | +7 | New |
| Cutler Group LP | 8 | $19.0K | 0.00% | −4,480−99.8% | Reduced |
| Lowe Wealth Advisors, LLC | 8 | $20.0K | 0.01% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 9 | $22.0K | 0.02% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $24.0K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 10 | $24.0K | 0.02% | 00.0% | Unchanged |
| Belmont Capital, LLC | 10 | $24.0K | 0.02% | 00.0% | Unchanged |
| FFT Wealth Management LLC | 10 | $24.0K | 0.01% | +10 | New |
| Advocacy Wealth Management Services, LLC | 11 | $27.0K | 0.00% | −4−26.7% | Reduced |
| Laurel Wealth Planning LLC | 11 | $27.0K | 0.02% | +11 | New |
| Flagship Private Wealth, LLC | 11 | $27.8K | 0.02% | 00.0% | Unchanged |
| John W. Brooker & Co., CPAs | 12 | $29.0K | 0.02% | 00.0% | Unchanged |
| Cypress Point Wealth Management, LLC | 12 | $29.0K | 0.02% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 12 | $29.0K | 0.00% | +12 | New |
| IAG Wealth Partners, LLC | 12 | $30.0K | 0.01% | +3+33.3% | Added |
| Ambassador Advisors, LLC | 15 | $37.0K | 0.01% | 00.0% | Unchanged |
| Disciplina Capital Management LLC | 16 | $39.1K | 0.01% | +4+33.3% | Added |
| Financial Insights, Inc. | 16 | $39.1K | 0.03% | +16 | New |
| FAI Wealth Management | 17 | $41.0K | 0.04% | 00.0% | Unchanged |
| Ashburton (Jersey) Ltd | 372 | $45.0K | 0.02% | −10−2.6% | Reduced |
| Tfo-TDC, LLC | 20 | $49.0K | 0.01% | −1−4.8% | Reduced |
| HighMark Wealth Management LLC | 20 | $49.0K | 0.04% | −1−4.8% | Reduced |
| Carolina Wealth Advisors, LLC | 20 | $49.0K | 0.03% | +3+17.6% | Added |
| CKW Financial Group | 21 | $51.0K | 0.01% | 00.0% | Unchanged |
| Wells Financial Advisors INC | 22 | $54.0K | 0.05% | 00.0% | Unchanged |
| Exos Asset Management LLC | 23 | $56.0K | 0.03% | +23 | New |
| Baron Financial Group, LLC | 23 | $56.2K | 0.03% | 00.0% | Unchanged |
| Spence Asset Management | 24 | $59.0K | 0.01% | 00.0% | Unchanged |
| BigSur Wealth Management LLC | 25 | $61.0K | 0.03% | −20−44.4% | Reduced |
| Woodard & Co Asset Management Group Inc | 25 | $61.0K | 0.04% | 00.0% | Unchanged |
| TD Capital Management LLC | 25 | $61.0K | 0.01% | 00.0% | Unchanged |
| Newfound Research LLC | 26 | $63.0K | 0.12% | −14−35.0% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 27 | $66.0K | 0.02% | 00.0% | Unchanged |
| Harvest Group Wealth Management, LLC | 27 | $66.0K | 0.04% | +27 | New |
| Sage Private Wealth Group, LLC | 28 | $68.0K | 0.09% | −1−3.4% | Reduced |
| Johnson Midwest Financial, LLC | 28 | $68.0K | 0.07% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 29 | $70.0K | 0.01% | −89−75.4% | Reduced |
| Cedar Mountain Advisors, LLC | 29 | $71.0K | 0.02% | −3−9.4% | Reduced |
| RPG Investment Advisory, LLC | 30 | $73.0K | 0.01% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 30 | $73.0K | 0.04% | 00.0% | Unchanged |
| Meritage Group LP | 32 | $78.0K | 0.00% | −20,813−99.8% | Reduced |
| AlphaMark Advisors, LLC | 32 | $78.0K | 0.03% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 34 | $83.0K | 0.04% | −1−2.9% | Reduced |
| Stephenson National Bank & Trust | 34 | $83.0K | 0.05% | 00.0% | Unchanged |
| Truehand, Inc | 35 | $85.0K | 0.05% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 37 | $90.0K | 0.06% | −7−15.9% | Reduced |
| Estate Counselors, LLC | 39 | $95.0K | 0.01% | 00.0% | Unchanged |
| QVR LLC | 39 | $95.0K | 0.24% | +29+290.0% | Added |
| Paragon Wealth Strategies, LLC | 39 | $95.0K | 0.03% | +39 | New |
| American State Bank (Iowa) | 40 | $97.7K | 0.08% | 00.0% | Unchanged |
| Cowen Prime Services LLC | 40 | $98.0K | 0.04% | 00.0% | Unchanged |
| Founders Capital Management | 40 | $98.0K | 0.06% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 40 | $98.0K | 0.04% | +40 | New |
| GoodHaven Capital Management, LLC | 42 | $103.0K | 0.07% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 44 | $107.0K | 0.02% | 00.0% | Unchanged |
| Emfo, LLC | 44 | $107.0K | 0.09% | +44 | New |
| Lipe & Dalton | 45 | $110.0K | 0.06% | 00.0% | Unchanged |
| NewSquare Capital LLC | 46 | $112.0K | 0.01% | +24+109.1% | Added |
| Tucker Asset Management LLC | 49 | $119.6K | 0.05% | 00.0% | Unchanged |
| Castleark Management LLC | 50 | $122.0K | 0.00% | 00.0% | Unchanged |
| Strategic Point Investment Advisors, LLC | 50 | $122.0K | 0.03% | +50 | New |
| Financial Enhancement Group LLC | 50 | $122.0K | 0.03% | +50 | New |
| Roble, Belko & Company, Inc | 52 | $127.0K | 0.03% | 00.0% | Unchanged |
| Barnett & Company, Inc. | 53 | $129.0K | 0.09% | −5−8.6% | Reduced |
| Enterprise Trust & Investment Co | 57 | $139.0K | 0.06% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 59 | $144.0K | 0.07% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 59 | $144.0K | 0.06% | +2+3.5% | Added |
| Addison Advisors LLC | 61 | $149.0K | 0.12% | +61 | New |
| Pacifica Partners Inc. | 61 | $151.0K | 0.11% | 00.0% | Unchanged |
| Peachtree Investment Partners, LLC | 64 | $156.0K | 0.08% | +64 | New |
| Ford Financial Group, LLC | 65 | $158.0K | 0.06% | +65 | New |
| First PREMIER Bank | 66 | $161.0K | 0.05% | +5+8.2% | Added |
| FNY Investment Advisers, LLC | 67 | $163.0K | 0.07% | −2,122−96.9% | Reduced |
| Element Wealth, LLC | 67 | $164.0K | 0.13% | +4+6.3% | Added |
| Cascade Investment Advisors, Inc. | 69 | $168.5K | 0.11% | −5−6.8% | Reduced |
| MKD Wealth Coaches, LLC | 70 | $171.0K | 0.27% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 70 | $171.0K | 1.27% | +70 | New |
| Personal Wealth Partners | 71 | $173.0K | 0.07% | +71 | New |
| Corbenic Partners LLC | 73 | $178.0K | 0.05% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 73 | $178.0K | 0.22% | +9+14.1% | Added |
| First National Bank of South Miami | 74 | $180.0K | 0.12% | +5+7.2% | Added |
| Raffa Wealth Management, LLC | 74 | $180.7K | 0.06% | −62−45.6% | Reduced |
