| McDonald Partners LLC | 1 | $2.90K | 0.00% | −752−99.9% | Reduced |
| Absolute Capital Management, LLC | 1 | $2.90K | 0.00% | +1 | New |
| McCarthy Grittinger Financial Group, LLC | 1 | $2.90K | 0.00% | 00.0% | Unchanged |
| ARK Investment Management LLCSuperinvestorARK Invest | 1 | $3.00K | 0.00% | 00.0% | Unchanged |
| Castle Financial & Retirement Planning Associates, Inc. | 1 | $3.00K | 0.01% | +1 | New |
| Sphinx Trading, LP | 2 | $6.00K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 2 | $6.00K | 0.00% | 00.0% | Unchanged |
| Shore Point Advisors, LLC | 2 | $6.00K | 0.00% | +2 | New |
| Guardian Wealth Management, Inc. | 2 | $6.00K | 0.01% | +2 | New |
| Cutler Group LP | 3 | $8.00K | 0.00% | −5−62.5% | Reduced |
| Corsicana & Co. | 3 | $9.00K | 0.01% | 00.0% | Unchanged |
| Econ Financial Services Corp | 3 | $9.00K | 0.01% | +3 | New |
| IMA Wealth, Inc. | 4 | $12.0K | 0.00% | 00.0% | Unchanged |
| IronBridge Private Wealth, LLC | 4 | $12.0K | 0.01% | 00.0% | Unchanged |
| Provident Wealth Management, LLC | 4 | $12.0K | 0.01% | +4 | New |
| Ranger Investment Management, L.P. | 5 | $14.0K | 0.00% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 5 | $14.0K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 6 | $17.0K | 0.02% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 8 | $23.0K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 9 | $26.0K | 0.01% | −3−25.0% | Reduced |
| Eukles Asset Management | 9 | $26.0K | 0.01% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 9 | $26.1K | 0.02% | 00.0% | Unchanged |
| FAI Wealth Management | 10 | $28.0K | 0.02% | −3−23.1% | Reduced |
| Berkshire Capital Holdings Inc | 10 | $29.0K | 0.00% | 00.0% | Unchanged |
| Belmont Capital, LLC | 10 | $29.0K | 0.02% | 00.0% | Unchanged |
| Meritage Group LP | 10 | $29.0K | 0.00% | +5+100.0% | Added |
| West Bancorporation Inc | 10 | $29.0K | 0.02% | +10 | New |
| Morling Financial Advisors, LLC | 10 | $29.0K | 0.03% | +10 | New |
| Advocacy Wealth Management Services, LLC | 11 | $32.0K | 0.01% | 00.0% | Unchanged |
| Wealthgate Family Office, LLC | 11 | $32.0K | 0.05% | +11 | New |
| True Link Financial Advisors, LLC | 12 | $35.0K | 0.00% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 12 | $35.0K | 0.05% | +2+20.0% | Added |
| Tacita Capital Inc | 12 | $35.0K | 0.02% | +12 | New |
| Resolute Partners Group | 13 | $38.0K | 0.00% | −78−85.7% | Reduced |
| Ashburton (Jersey) Ltd | 267 | $39.0K | 0.02% | −105−28.2% | Reduced |
| NS Partners Ltd | 14 | $41.0K | 0.00% | +14 | New |
| Disciplined Investments, LLC | 15 | $43.0K | 0.02% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 15 | $43.0K | 0.03% | 00.0% | Unchanged |
| Schubert & Co | 15 | $43.0K | 0.04% | +15 | New |
| Tfo-TDC, LLC | 15 | $44.0K | 0.01% | −5−25.0% | Reduced |
| Ahl Investment Management, Inc. | 16 | $46.0K | 0.04% | +16 | New |
| Disciplina Capital Management LLC | 16 | $46.4K | 0.01% | 00.0% | Unchanged |
| John W. Brooker & Co., CPAs | 17 | $49.0K | 0.03% | +5+41.7% | Added |
| Rather & Kittrell, Inc. | 18 | $52.0K | 0.05% | +18 | New |
| Legacy CG, LLC | 18 | $52.0K | 0.03% | +18 | New |
| Baron Financial Group, LLC | 18 | $52.1K | 0.03% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 18 | $52.1K | 0.04% | +18 | New |
| HighMark Wealth Management LLC | 19 | $55.0K | 0.03% | −1−5.0% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 19 | $55.0K | 0.05% | +19 | New |
| Carolina Wealth Advisors, LLC | 20 | $58.0K | 0.03% | 00.0% | Unchanged |
| BCR Wealth Strategies, LLC | 20 | $58.0K | 0.05% | +20 | New |
| Investmark Advisory Group LLC | 21 | $60.0K | 0.06% | +21 | New |
| Moisand Fitzgerald Tamayo, LLC | 21 | $61.0K | 0.02% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 21 | $61.0K | 0.01% | +21 | New |
| Wells Financial Advisors INC | 22 | $64.0K | 0.05% | 00.0% | Unchanged |
| J Arnold Wealth Management Co | 24 | $70.0K | 0.03% | +9+60.0% | Added |
| Bivin & Associates, Inc. | 24 | $70.0K | 0.06% | +24 | New |
| Danda Trouve Investment Management, Inc. | 25 | $72.0K | 0.08% | −2−7.4% | Reduced |
| TD Capital Management LLC | 25 | $72.0K | 0.01% | 00.0% | Unchanged |
| BigSur Wealth Management LLC | 25 | $72.0K | 0.03% | 00.0% | Unchanged |
| Harvest Group Wealth Management, LLC | 25 | $72.0K | 0.04% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 25 | $72.0K | 0.01% | +10+66.7% | Added |
| Barnett & Company, Inc. | 26 | $75.0K | 0.05% | +9+52.9% | Added |
| FSB Premier Wealth Management, Inc. | 26 | $75.0K | 0.03% | +26 | New |
| Cornerstone Management, Inc. | 26 | $75.3K | 0.02% | +26 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 28 | $81.0K | 0.00% | −1,251−97.8% | Reduced |
| Johnson Midwest Financial, LLC | 28 | $81.0K | 0.06% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 28 | $81.0K | 0.02% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 28 | $81.0K | 0.10% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 30 | $87.0K | 0.04% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 30 | $87.0K | 0.07% | +20+200.0% | Added |
| Kenfarb & Co. | 30 | $87.0K | 0.06% | +30 | New |
| CKW Financial Group | 31 | $90.0K | 0.01% | 00.0% | Unchanged |
| Savior LLC | 32 | $94.0K | 0.08% | −5−13.5% | Reduced |
| AlphaMark Advisors, LLC | 34 | $98.0K | 0.03% | −1−2.9% | Reduced |
| Spence Asset Management | 34 | $98.0K | 0.02% | +10+41.7% | Added |
| St. James Investment Advisors, LLC | 34 | $98.0K | 0.07% | +34 | New |
| Truehand, Inc | 35 | $101.0K | 0.06% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 37 | $106.0K | 0.02% | +7+23.3% | Added |
| DB Wealth Management Group, LLC | 37 | $107.0K | 0.06% | 00.0% | Unchanged |
| Estate Counselors, LLC | 39 | $112.0K | 0.01% | 00.0% | Unchanged |
| Woodard & Co Asset Management Group Inc | 39 | $113.0K | 0.05% | 00.0% | Unchanged |
| American State Bank (Iowa) | 40 | $115.9K | 0.08% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 40 | $116.0K | 0.04% | 00.0% | Unchanged |
| PFS Partners, LLC | 41 | $118.8K | 0.09% | +41 | New |
| Maj Invest Holding A/S | 41 | $119.0K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 41 | $119.0K | 0.08% | +41 | New |
| Steward Financial Group LLC | 42 | $121.0K | 0.11% | +42 | New |
| NewSquare Capital LLC | 44 | $127.0K | 0.01% | 00.0% | Unchanged |
| Emfo, LLC | 44 | $127.0K | 0.11% | 00.0% | Unchanged |
| Leith Wheeler Investment Counsel Ltd. | 377 | $130.0K | 0.02% | +289+328.4% | Added |
| Evolution Advisers, Inc. | 46 | $133.0K | 0.10% | +46 | New |
| Clear Perspectives Financial Planning, LLC | 47 | $136.0K | 0.05% | +17+56.7% | Added |
| FSC Wealth Advisors, LLC | 48 | $139.0K | 0.09% | +48 | New |
| Ford Financial Group, LLC | 49 | $141.0K | 0.05% | +49 | New |
| Antonetti Capital Management LLC | 49 | $142.0K | 0.11% | −5−9.3% | Reduced |
| Tucker Asset Management LLC | 49 | $143.3K | 0.05% | 00.0% | Unchanged |
| Norwood Financial Corp | 50 | $144.0K | 0.20% | +50 | New |
| PYA Waltman Capital, LLC | 50 | $145.0K | 0.07% | +50 | New |
| Pacifica Partners Inc. | 54 | $148.0K | 0.10% | −5−8.5% | Reduced |