| State of Wyoming | 1 | $0 | 0.00% | −629−99.8% | Reduced |
| J.Safra Asset Management Corp | 97 | $0 | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 4 | $1.00K | 0.00% | −11,780−100.0% | Reduced |
| AllSquare Wealth Management LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 2 | $1.00K | 0.00% | +2 | New |
| Advocacy Wealth Management Services, LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 13 | $4.00K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 15 | $4.85K | 0.00% | +15 | New |
| Bogart Wealth, LLC | 15 | $5.00K | 0.00% | −5−25.0% | Reduced |
| Financial Connections Group, Inc. | 17 | $5.00K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 15 | $5.00K | 0.00% | +15 | New |
| Pacifica Partners Inc. | 21 | $6.00K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 19 | $6.00K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 20 | $6.00K | 0.02% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 18 | $6.00K | 0.00% | +18 | New |
| TFC Financial Management | 22 | $7.00K | 0.00% | 00.0% | Unchanged |
| Morgan Dempsey Capital Management LLC | 23 | $7.00K | 0.00% | +23 | New |
| Paragon Wealth Strategies, LLC | 22 | $7.00K | 0.01% | +22 | New |
| Pin Oak Investment Advisors Inc | 25 | $8.00K | 0.01% | 00.0% | Unchanged |
| Paloma Partners Management Co | 26 | $8.00K | 0.00% | +26 | New |
| Raleigh Capital Management Inc. | 27 | $9.00K | 0.01% | +11+68.8% | Added |
| St. Johns Investment Management Company, LLC | 30 | $10.0K | 0.01% | 00.0% | Unchanged |
| Hoey Investments, Inc | 30 | $10.0K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 29 | $10.5K | 0.00% | +29 | New |
| Morton Brown Family Wealth, LLC | 33 | $11.0K | 0.01% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 34 | $11.0K | 0.00% | +34 | New |
| Adirondack Retirement Specialists, Inc. | 35 | $11.0K | 0.01% | +35 | New |
| ClariVest Asset Management LLC | 37 | $12.0K | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 40 | $13.0K | 0.02% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 41 | $14.0K | 0.01% | −2,349−98.3% | Reduced |
| RWM Asset Management, LLC | 46 | $15.0K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 45 | $15.0K | 0.00% | +25+125.0% | Added |
| Horan Securities, Inc. | 49 | $16.0K | 0.01% | −49−50.0% | Reduced |
| Hoese & Co LLP | 50 | $16.0K | 0.02% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 50 | $16.0K | 0.02% | 00.0% | Unchanged |
| Belmont Capital, LLC | 52 | $17.0K | 0.02% | +42+420.0% | Added |
| Strengthening Families & Communities, LLC | 58 | $18.0K | 0.01% | −5,691−99.0% | Reduced |
| KB Financial Partners, LLC | 56 | $18.0K | 0.01% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 1,615 | $21.0K | 0.00% | −5,837−78.3% | Reduced |
| Legacy Bridge, LLC | 65 | $21.0K | 0.02% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 68 | $22.0K | 0.02% | 00.0% | Unchanged |
| Absolute Capital Management, LLC | 72 | $23.6K | 0.03% | +72 | New |
| JCIC Asset Management Inc. | 65 | $24.0K | 0.01% | −100−60.6% | Reduced |
| Clear Perspectives Financial Planning, LLC | 80 | $26.0K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 82 | $27.0K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 87 | $28.0K | 0.00% | −2−2.2% | Reduced |
| Castle Wealth Management LLC | 87 | $28.0K | 0.02% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 91 | $29.0K | 0.03% | +2+2.2% | Added |
| Alpha Paradigm Partners, LLC | 93 | $30.0K | 0.01% | −1,372−93.7% | Reduced |
| Raffa Wealth Management, LLC | 94 | $30.4K | 0.01% | +1+1.1% | Added |
| BOK Financial Private Wealth, Inc. | 95 | $31.0K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 100 | $32.0K | 0.02% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 100 | $32.0K | 0.05% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 100 | $32.0K | 0.03% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 103 | $33.3K | 0.03% | +28+37.3% | Added |
| First Community Trust NA | 105 | $34.0K | 0.05% | 00.0% | Unchanged |
| New Millennium Group LLC | 106 | $34.0K | 0.04% | +1+1.0% | Added |
| Moisand Fitzgerald Tamayo, LLC | 106 | $34.0K | 0.01% | +79+292.6% | Added |
| Coastal Capital Group, Inc. | 109 | $35.0K | 0.01% | +51+87.9% | Added |
| Selective Wealth Management, Inc. | 116 | $38.0K | 0.02% | −200−63.3% | Reduced |
| Abound Wealth Management | 122 | $39.5K | 0.02% | +122 | New |
| Bromfield Sneider Wealth Advisors | 125 | $40.0K | 0.05% | −65−34.2% | Reduced |
| Tradewinds Capital Management, LLC | 125 | $40.0K | 0.02% | −25−16.7% | Reduced |
| Financial Perspectives, Inc | 124 | $40.1K | 0.02% | 00.0% | Unchanged |
| Knuff & Co LLC | 126 | $41.0K | 0.02% | +1+0.8% | Added |
| Interactive Financial Advisors | 130 | $42.0K | 0.02% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 130 | $42.0K | 0.57% | 00.0% | Unchanged |
| Accel Wealth Management | 130 | $43.0K | 0.02% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 141 | $45.6K | 0.03% | 00.0% | Unchanged |
| Schubert & Co | 144 | $47.0K | 0.04% | +28+24.1% | Added |
| Bellwether Advisors, LLC | 148 | $47.0K | 0.02% | +148 | New |
| Cranbrook Wealth Management, LLC | 149 | $48.0K | 0.01% | 00.0% | Unchanged |
| Laffer Tengler Investments | 150 | $48.5K | 0.02% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 150 | $49.0K | 0.03% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 155 | $50.0K | 0.03% | +38+32.5% | Added |
| Sageworth Trust Co | 162 | $52.0K | 0.00% | −678−80.7% | Reduced |
| Clearview Wealth Advisors LLC | 162 | $52.0K | 0.04% | +1+0.6% | Added |
| Disciplina Capital Management LLC | 164 | $52.9K | 0.01% | −32−16.3% | Reduced |
| Trustcore Financial Services, LLC | 167 | $54.0K | 0.01% | −56−25.1% | Reduced |
| Wagner Wealth Management, LLC | 178 | $57.0K | 0.04% | −30−14.4% | Reduced |
| Estate Counselors, LLC | 178 | $57.0K | 0.01% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 181 | $58.0K | 0.04% | +181 | New |
| EdgeRock Capital LLC | 179 | $58.0K | 0.03% | +179 | New |
| Sycomore Asset Management | 199 | $61.0K | 0.02% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 191 | $62.0K | 0.02% | −3−1.5% | Reduced |
| Kempen Capital Management N.V. | 198 | $64.0K | 0.00% | +11+5.9% | Added |
| DB Wealth Management Group, LLC | 200 | $65.0K | 0.05% | 00.0% | Unchanged |
| Corsicana & Co. | 200 | $65.0K | 0.05% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 200 | $65.0K | 0.07% | 00.0% | Unchanged |
| Selway Asset Management | 200 | $65.0K | 0.04% | +200 | New |
| Credential Qtrade Securities Inc. | 205 | $66.3K | 0.01% | +6+3.0% | Added |
| Itau Unibanco Holding S.A. | 209 | $68.0K | 0.00% | −13,532−98.5% | Reduced |
| DT Investment Partners, LLC | 211 | $68.0K | 0.01% | +211 | New |
| BCR Wealth Strategies, LLC | 224 | $72.0K | 0.07% | +24+12.0% | Added |
| Caption Management, LLC | 237 | $77.0K | 0.01% | +237 | New |
| Center for Financial Planning, Inc. | 242 | $78.0K | 0.02% | +35+16.9% | Added |
| Goodwin Investment Advisory | 249 | $81.0K | 0.06% | +249 | New |
| Norwood Financial Corp | 255 | $82.0K | 0.15% | 00.0% | Unchanged |