| Transamerica Financial Advisors, Inc. | 2 | $1.00K | 0.03% | −1−33.3% | Reduced |
| Karlinski Andrew C | 3 | $1.00K | 0.00% | +3 | New |
| Dougherty Wealth Advisers LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 10 | $4.00K | 0.00% | +10 | New |
| BCR Wealth Strategies, LLC | 9 | $4.00K | 0.00% | +9 | New |
| Core Wealth Advisors, Inc. | 15 | $6.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 18 | $7.00K | 0.01% | +18 | New |
| Longfellow Investment Management Co LLC | 17 | $8.00K | 0.00% | 00.0% | Unchanged |
| O'Brien Wealth Partners LLC | 27 | $10.0K | 0.00% | +1+3.8% | Added |
| Iron Horse Wealth Management, LLC | 24 | $10.0K | 0.01% | +24 | New |
| Okabena Investment Services Inc | 27 | $11.0K | 0.00% | +27 | New |
| RE Dickinson Investment Advisors, LLC | 26 | $11.0K | 0.01% | +26 | New |
| Elmwood Wealth Management, Inc. | 34 | $14.0K | 0.01% | +34 | New |
| Aquire Wealth Advisors, LLC | 39 | $16.0K | 0.01% | +39 | New |
| Raleigh Capital Management Inc. | 39 | $16.0K | 0.02% | +39 | New |
| Mizuho Securities Co. Ltd. | 42 | $17.0K | 0.01% | +1+2.4% | Added |
| Clear Perspectives Financial Planning, LLC | 40 | $17.0K | 0.01% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 41 | $17.0K | 0.01% | +1+2.5% | Added |
| Life Planning Partners, Inc | 40 | $17.0K | 0.02% | +40 | New |
| FAI Wealth Management | 50 | $20.0K | 0.02% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 50 | $21.0K | 0.02% | 00.0% | Unchanged |
| Henrickson Nauta Wealth Advisors, Inc. | 59 | $21.0K | 0.02% | +59 | New |
| First Personal Financial Services | 53 | $22.0K | 0.00% | +53 | New |
| Baillie Gifford & Co | 56 | $23.0K | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 55 | $23.0K | 0.01% | +1+1.9% | Added |
| Schubert & Co | 55 | $23.0K | 0.02% | +55 | New |
| Gould Capital, LLC | 58 | $24.0K | 0.02% | +58 | New |
| PFG Private Wealth Management, LLC | 60 | $25.0K | 0.01% | 00.0% | Unchanged |
| Rinkey Investments | 66 | $25.0K | 0.02% | +66 | New |
| Thomas J. Herzfeld Advisors, Inc. | 63 | $26.0K | 0.01% | 00.0% | Unchanged |
| Shore Point Advisors, LLC | 63 | $26.0K | 0.02% | +63 | New |
| True Link Financial Advisors, LLC | 71 | $29.0K | 0.00% | 00.0% | Unchanged |
| Barnett & Company, Inc. | 71 | $30.0K | 0.02% | +45+173.1% | Added |
| Bellwether Advisors, LLC | 80 | $33.0K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 90 | $37.0K | 0.03% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 90 | $37.4K | 0.02% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 91 | $38.0K | 0.01% | −15−14.2% | Reduced |
| Retirement Group, LLC | 95 | $39.0K | 0.02% | +50+111.1% | Added |
| GeoWealth Management, LLC | 98 | $40.0K | 0.00% | +24+32.4% | Added |
| Cacti Asset Management LLC | 100 | $42.0K | 0.00% | 00.0% | Unchanged |
| Family CFO Inc | 100 | $42.0K | 0.04% | +100 | New |
| Ravenstone Capital Management Inc. | 107 | $44.4K | 0.03% | −51−32.3% | Reduced |
| KB Financial Partners, LLC | 109 | $45.0K | 0.01% | +109 | New |
| Savior LLC | 113 | $46.0K | 0.04% | −20−15.0% | Reduced |
| Macroview Investment Management LLC | 110 | $46.0K | 0.06% | +50+83.3% | Added |
| Cornerstone Management, Inc. | 112 | $46.5K | 0.01% | +112 | New |
| Andrew Hill Investment Advisors, Inc. | 115 | $47.0K | 0.04% | +115 | New |
| IronBridge Private Wealth, LLC | 115 | $48.0K | 0.02% | +100+666.7% | Added |
| Strategic Asset Management, LLC | 121 | $50.0K | 0.07% | 00.0% | Unchanged |
| Leverty Financial Group, LLC | 128 | $53.0K | 0.04% | +128 | New |
| Belmont Capital, LLC | 130 | $54.0K | 0.04% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 133 | $55.2K | 0.01% | 00.0% | Unchanged |
| Geo Capital Gestora de Recursos Ltd | 146 | $61.0K | 0.03% | −7,597−98.1% | Reduced |
| Your Advocates Ltd., LLP | 146 | $61.0K | 0.03% | −11−7.0% | Reduced |
| Johnson Midwest Financial, LLC | 150 | $62.0K | 0.05% | 00.0% | Unchanged |
| Gladius Capital Management LP | 147 | $62.0K | 0.02% | +147 | New |
| Morton Brown Family Wealth, LLC | 150 | $62.0K | 0.05% | +150 | New |
| Winch Advisory Services, LLC | 151 | $63.0K | 0.02% | +11+7.9% | Added |
| John W. Brooker & Co., CPAs | 155 | $64.0K | 0.03% | 00.0% | Unchanged |
| Core Alternative Capital | 154 | $64.0K | 0.01% | +65+73.0% | Added |
| Sageworth Trust Co | 156 | $65.0K | 0.01% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 160 | $66.0K | 0.04% | +160 | New |
| Tacita Capital Inc | 162 | $67.0K | 0.04% | −40−19.8% | Reduced |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 170 | $71.0K | 0.03% | +170 | New |
| Guardian Wealth Management, Inc. | 173 | $72.0K | 0.07% | +173 | New |
| LFA - Lugano Financial Advisors SA | 181 | $75.0K | 0.04% | +181 | New |
| AlphaCentric Advisors LLC | 191 | $79.0K | 0.02% | −44−18.7% | Reduced |
| Activest Wealth Management | 191 | $79.0K | 0.05% | +91+91.0% | Added |
| Harvest Group Wealth Management, LLC | 194 | $81.0K | 0.05% | −25−11.4% | Reduced |
| Skylands Capital, LLC | 200 | $83.0K | 0.01% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 235 | $84.0K | 0.03% | +10+4.4% | Added |
| Proffitt & Goodson Inc | 206 | $85.0K | 0.01% | 00.0% | Unchanged |
| Econ Financial Services Corp | 214 | $89.0K | 0.07% | +214 | New |
| Lake Point Wealth Management | 217 | $90.0K | 0.04% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 220 | $90.0K | 0.07% | +220 | New |
| First Bank & Trust | 220 | $91.0K | 0.04% | +23+11.7% | Added |
| HighMark Wealth Management LLC | 228 | $95.0K | 0.06% | −5−2.1% | Reduced |
| TD Capital Management LLC | 238 | $99.0K | 0.01% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 238 | $99.0K | 0.05% | +23+10.7% | Added |
| Roth Financial Partners LLC | 245 | $102.0K | 0.07% | +245 | New |
| Cordasco Financial Network | 247 | $103.0K | 0.06% | −111−31.0% | Reduced |
| Shay Capital LLC | 250 | $104.0K | 0.04% | +250 | New |
| Close Asset Management Ltd | 266 | $110.0K | 0.00% | −86−24.4% | Reduced |
| Roble, Belko & Company, Inc | 264 | $110.0K | 0.02% | −5−1.9% | Reduced |
| Bivin & Associates, Inc. | 282 | $117.0K | 0.10% | +282 | New |
| Lowe Wealth Advisors, LLC | 285 | $118.0K | 0.05% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory, LLC | 285 | $118.0K | 0.08% | +60+26.7% | Added |
| Mach-1 Financial Group, Inc. | 286 | $118.0K | 0.08% | +286 | New |
| Newfound Research LLC | 288 | $120.0K | 0.14% | −68−19.1% | Reduced |
| IAG Wealth Partners, LLC | 288 | $120.0K | 0.04% | +200+227.3% | Added |
| Cribstone Capital Management, LLC | 297 | $123.0K | 0.07% | −20−6.3% | Reduced |
| Knights of Columbus Asset Advisors LLC | 301 | $125.0K | 0.01% | +301 | New |
| Bell Investment Advisors, Inc | 309 | $128.0K | 0.04% | +54+21.2% | Added |
| Outfitter Financial LLC | 316 | $131.0K | 0.10% | +316 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 320 | $132.0K | 0.00% | 00.0% | Unchanged |
| Advanced Research Investment Solutions, LLC | 327 | $135.0K | 0.05% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 331 | $137.0K | 0.12% | +331 | New |
| Edge Wealth Management LLC | 338 | $140.0K | 0.03% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 337 | $140.0K | 0.10% | 00.0% | Unchanged |
| Crewe Advisors LLC | 339 | $141.0K | 0.03% | −41−10.8% | Reduced |