| USA Financial Portformulas Corp | 3 | $1.41K | 0.00% | −63−95.5% | Reduced |
| Paloma Partners Management Co | 4 | $1.88K | 0.00% | −4,624−99.9% | Reduced |
| CGC Financial Services, LLC | 4 | $1.88K | 0.00% | +4 | New |
| Longfellow Investment Management Co LLC | 5 | $2.35K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 5 | $2.35K | 0.00% | +5 | New |
| Red Tortoise LLC | 7 | $3.28K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 7 | $3.36K | 0.00% | 00.0% | Unchanged |
| 25 LLC | 8 | $3.48K | 0.00% | +3+60.0% | Added |
| Tfo-TDC, LLC | 8 | $3.75K | 0.00% | −299−97.4% | Reduced |
| Horizons Wealth Management | 9 | $4.22K | 0.00% | +9 | New |
| TD Capital Management LLC | 10 | $4.70K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 10 | $4.90K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 12 | $5.63K | 0.01% | +12 | New |
| JDM Financial Group LLC | 15 | $7.04K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 15 | $7.04K | 0.00% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 16 | $7.50K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 17 | $7.97K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 17 | $7.97K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 469 | $9.01K | 0.04% | +126+36.7% | Added |
| Johnson Midwest Financial, LLC | 20 | $9.38K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 21 | $9.78K | 0.01% | 00.0% | Unchanged |
| Morgan Dempsey Capital Management LLC | 23 | $10.8K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 30 | $14.1K | 0.01% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 30 | $14.1K | 0.00% | +30 | New |
| Morton Brown Family Wealth, LLC | 33 | $15.5K | 0.01% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 34 | $15.9K | 0.00% | −43−55.8% | Reduced |
| Blume Capital Management, Inc. | 34 | $15.9K | 0.00% | 00.0% | Unchanged |
| Adirondack Retirement Specialists, Inc. | 35 | $16.4K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 38 | $17.8K | 0.01% | −4−9.5% | Reduced |
| Belmont Capital, LLC | 43 | $20.2K | 0.01% | −9−17.3% | Reduced |
| Toth Financial Advisory Corp | 45 | $21.1K | 0.00% | −24−34.8% | Reduced |
| Coppell Advisory Solutions LLC | 47 | $21.8K | 0.01% | +47 | New |
| Creative Capital Management Investments LLC | 49 | $23.0K | 0.02% | 00.0% | Unchanged |
| Hoese & Co LLP | 50 | $23.4K | 0.02% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 50 | $23.4K | 0.02% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 50 | $23.4K | 0.01% | +50 | New |
| Okabena Investment Services Inc | 56 | $26.3K | 0.02% | +56 | New |
| Retirement Group, LLC | 57 | $26.7K | 0.01% | +35+159.1% | Added |
| JCIC Asset Management Inc. | 60 | $28.1K | 0.01% | −5−7.7% | Reduced |
| Safeguard Financial, LLC | 68 | $31.0K | 0.01% | +68 | New |
| Cornerstone Planning Group LLC | 71 | $33.3K | 0.01% | +71 | New |
| Coastal Capital Group, Inc. | 74 | $34.7K | 0.01% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 79 | $37.2K | 0.01% | −59−42.8% | Reduced |
| Stephenson National Bank & Trust | 80 | $37.5K | 0.02% | −20−20.0% | Reduced |
| Carolina Wealth Advisors, LLC | 81 | $38.0K | 0.02% | +13+19.1% | Added |
| Winch Advisory Services, LLC | 82 | $38.0K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 88 | $39.9K | 0.03% | +88 | New |
| Bogart Wealth, LLC | 86 | $40.3K | 0.00% | −2−2.3% | Reduced |
| Studio Investment Management LLC | 90 | $42.2K | 0.01% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 91 | $42.7K | 0.05% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 127 | $44.0K | 0.02% | +127 | New |
| BOK Financial Private Wealth, Inc. | 95 | $44.6K | 0.00% | −5−5.0% | Reduced |
| Cypress Capital Management LLC (WY) | 100 | $46.9K | 0.05% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 100 | $46.9K | 0.03% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 100 | $46.9K | 0.03% | −12−10.7% | Reduced |
| First Community Trust NA | 105 | $49.2K | 0.06% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 107 | $50.0K | 0.02% | +7+7.0% | Added |
| TD Ameritrade Investment Management, LLC | 110 | $52.0K | 0.00% | +18+19.6% | Added |
| Prostatis Group LLC | 52,057 | $52.1K | 0.02% | +52,057 | New |
| New England Capital Financial Advisors LLC | 115 | $53.7K | 0.04% | 00.0% | Unchanged |
| First Pacific Financial | 116 | $54.4K | 0.02% | +116 | New |
| New Millennium Group LLC | 122 | $57.1K | 0.05% | +1+0.8% | Added |
| Bromfield Sneider Wealth Advisors | 125 | $58.6K | 0.05% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 130 | $61.1K | 0.04% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 138 | $64.7K | 0.01% | +66+91.7% | Added |
| Cranbrook Wealth Management, LLC | 149 | $69.9K | 0.02% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 150 | $70.3K | 0.02% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 152 | $71.3K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 152 | $71.3K | 0.04% | +59+63.4% | Added |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 154 | $72.2K | 0.42% | +154 | New |
| Wolff Wiese Magana LLC | 157 | $73.6K | 0.06% | −20−11.3% | Reduced |
| Itau Unibanco Holding S.A. | 165 | $77.4K | 0.00% | +165 | New |
| Neo Ivy Capital Management | 168 | $79.0K | 0.04% | +168 | New |
| Abound Wealth Management | 173 | $81.2K | 0.03% | +38+28.1% | Added |
| Moisand Fitzgerald Tamayo, LLC | 175 | $82.1K | 0.02% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 177 | $83.0K | 0.02% | +121+216.1% | Added |
| Financial Perspectives, Inc | 181 | $84.9K | 0.04% | +57+46.0% | Added |
| Horan Securities, Inc. | 182 | $85.2K | 0.04% | +1+0.6% | Added |
| Castleview Partners, LLC | 184 | $86.3K | 0.08% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 188 | $88.0K | 0.06% | +171+1,005.9% | Added |
| Pin Oak Investment Advisors Inc | 189 | $89.0K | 0.10% | 00.0% | Unchanged |
| Norwood Financial Corp | 195 | $91.4K | 0.14% | −20−9.3% | Reduced |
| Rocky Mountain Advisers, LLC | 267 | $91.7K | 0.05% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 200 | $93.8K | 0.06% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 200 | $93.8K | 0.06% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 200 | $94.0K | 0.10% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 19,420 | $99.9K | 0.00% | +116+0.6% | Added |
| TFC Financial Management | 223 | $104.6K | 0.03% | −62−21.8% | Reduced |
| Stephens Consulting, LLC | 232 | $108.8K | 0.04% | +9+4.0% | Added |
| Northwest Capital Management Inc | 234 | $109.7K | 0.05% | +234 | New |
| Kelly Lawrence W & Associates Inc | 247 | $111.8K | 0.03% | −500−66.9% | Reduced |
| NewSquare Capital LLC | 241 | $113.0K | 0.01% | +104+75.9% | Added |
| PFG Private Wealth Management, LLC | 242 | $113.5K | 0.07% | −528−68.6% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 243 | $114.0K | 0.04% | +15+6.6% | Added |
| GoalVest Advisory LLC | 245 | $114.9K | 0.06% | +95+63.3% | Added |
| Trust Co | 247 | $115.8K | 0.02% | −891−78.3% | Reduced |
| Old Point Trust & Financial Services N A | 250 | $117.2K | 0.05% | +250 | New |
| Cape Investment Advisory, Inc. | 251 | $117.7K | 0.07% | −25−9.1% | Reduced |
| Loomis Sayles & Co L P | 252 | $118.0K | 0.00% | −15−5.6% | Reduced |
| AllSquare Wealth Management LLC | 278 | $118.8K | 0.08% | +274+6,850.0% | Added |
