| Eukles Asset Management | 1 | $0 | 0.00% | −369−99.7% | Reduced |
| Transamerica Financial Advisors, Inc. | 3 | $1.00K | 0.03% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 22 | $1.00K | 0.00% | +22 | New |
| WestEnd Advisors, LLC | – | $1.45K | 0.00% | – | – |
| Lountzis Asset Management, LLC | 6 | $1.45K | 0.00% | +6 | New |
| Cordant, Inc. | 10 | $2.00K | 0.00% | −28−73.7% | Reduced |
| Carolina Wealth Advisors, LLC | 11 | $3.00K | 0.00% | −5−31.3% | Reduced |
| Emerson Wealth Management, LLC | 18 | $4.00K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 15 | $4.00K | 0.00% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 18 | $4.34K | 0.00% | +18 | New |
| West Financial Advisors, LLC | 20 | $5.00K | 0.00% | 00.0% | Unchanged |
| Cardinal Capital Management, Inc. | 20 | $5.00K | 0.00% | +20 | New |
| Longfellow Investment Management Co LLC | 22 | $6.00K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 25 | $6.00K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 30 | $7.00K | 0.00% | −200−87.0% | Reduced |
| Harvest Fund Management Co., Ltd | 35 | $8.00K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 39 | $9.40K | 0.00% | −109−73.6% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 42 | $10.0K | 0.00% | 00.0% | Unchanged |
| Gs Investments, Inc. | 40 | $10.0K | 0.01% | +40 | New |
| RPg Family Wealth Advisory, LLC | 45 | $10.8K | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 46 | $11.0K | 0.01% | 00.0% | Unchanged |
| Ravenstone Capital Management Inc. | 48 | $11.6K | 0.01% | +48 | New |
| TD Capital Management LLC | 56 | $13.0K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 54 | $13.0K | 0.01% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 65 | $15.0K | 0.01% | +1+1.6% | Added |
| First Bank & Trust | 67 | $16.0K | 0.01% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 67 | $16.0K | 0.01% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 71 | $17.0K | 0.02% | +65+1,083.3% | Added |
| Wealthstreet Investment Advisors, LLC | 79 | $19.0K | 0.52% | −1,005−92.7% | Reduced |
| Lloyd Advisory Services, LLC. | 80 | $19.0K | 0.01% | +22+37.9% | Added |
| Harding Loevner LP | 85 | $20.0K | 0.00% | 00.0% | Unchanged |
| RPG Investment Advisory, LLC | 83 | $20.0K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 85 | $21.0K | 0.01% | 00.0% | Unchanged |
| Barnett & Company, Inc. | 93 | $22.0K | 0.02% | 00.0% | Unchanged |
| Solstein Capital, LLC | 92 | $22.0K | 0.01% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 98 | $24.0K | 0.01% | 00.0% | Unchanged |
| John W. Brooker & Co., CPAs | 100 | $24.0K | 0.01% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 100 | $24.0K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 100 | $24.0K | 0.02% | +100 | New |
| Artemis Wealth Advisors, LLC | 113 | $27.0K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Advisors LLC | 116 | $28.0K | 0.02% | −4−3.3% | Reduced |
| Cascade Investment Advisors, Inc. | 119 | $28.7K | 0.02% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 124 | $30.0K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 125 | $30.0K | 0.01% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 123 | $30.0K | 0.01% | +41+50.0% | Added |
| Delos Wealth Advisors, LLC | 124 | $30.0K | 0.03% | +124 | New |
| DB Wealth Management Group, LLC | 129 | $31.0K | 0.02% | 00.0% | Unchanged |
| Guidance Point Advisors, LLC | 143 | $34.0K | 0.01% | +143 | New |
| PFG Private Wealth Management, LLC | 143 | $34.0K | 0.02% | +143 | New |
| McCarthy Asset Management, Inc. | 145 | $35.0K | 0.03% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 149 | $35.9K | 0.02% | +149 | New |
| Knuff & Co LLC | 150 | $36.0K | 0.01% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory, LLC | 155 | $37.0K | 0.03% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 157 | $38.0K | 0.02% | 00.0% | Unchanged |
| Red Tortoise LLC | 162 | $38.0K | 0.03% | +162 | New |
| Canton Hathaway, LLC | 165 | $40.0K | 0.01% | +165 | New |
| Goodwin Investment Advisory | 171 | $41.0K | 0.04% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 182 | $44.0K | 0.02% | −23−11.2% | Reduced |
| Blume Capital Management, Inc. | 200 | $48.0K | 0.02% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 200 | $48.0K | 0.01% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | – | $48.0K | 0.00% | – | – |
| Bellwether Advisors, LLC | 213 | $51.0K | 0.02% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 211 | $51.0K | 0.02% | +211 | New |
| Resolute Partners Group | 227 | $55.0K | 0.01% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 237 | $57.0K | 0.04% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 238 | $57.4K | 0.02% | 00.0% | Unchanged |
| MD Financial Management Inc. | 245 | $59.0K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 244 | $59.0K | 0.03% | +1+0.4% | Added |
| O'Dell Group, LLC | 250 | $60.0K | 0.02% | +250 | New |
| Ashburton (Jersey) Ltd | 255 | $61.0K | 0.03% | 00.0% | Unchanged |
| Carderock Capital Management Inc | 265 | $64.0K | 0.02% | +265 | New |
| Cypress Capital Management LLC (WY) | 276 | $67.0K | 0.06% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 276 | $67.0K | 0.03% | 00.0% | Unchanged |
| Baron Financial Group, LLC | 290 | $69.9K | 0.04% | 00.0% | Unchanged |
| Capital Directions Investment Advisors, LLC | 296 | $71.0K | 0.02% | −61−17.1% | Reduced |
| Dark Forest Capital Management LP | 299 | $72.0K | 0.03% | −1,727−85.2% | Reduced |
| Rocky Mountain Advisers, LLC | 300 | $72.0K | 0.09% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 300 | $73.0K | 0.03% | 00.0% | Unchanged |
| Lake Point Wealth Management | 305 | $74.0K | 0.03% | +100+48.8% | Added |
| Altshuler Shaham Ltd | 310 | $75.0K | 0.00% | −36−10.4% | Reduced |
| Ten Capital Wealth Advisors, LLC | 310 | $75.0K | 0.04% | +200+181.8% | Added |
| Hillsdale Investment Management Inc. | 320 | $77.0K | 0.01% | 00.0% | Unchanged |
| Filbrandt Wealth Management, LLC | 319 | $77.0K | 0.04% | 00.0% | Unchanged |
| Smith Group Asset Management, LLC | 320 | $77.0K | 0.00% | +320 | New |
| Avion Wealth | 323 | $78.0K | 0.02% | +1+0.3% | Added |
| Cribstone Capital Management, LLC | 326 | $79.0K | 0.05% | −20−5.8% | Reduced |
| Financial Management Professionals, Inc. | 337 | $81.0K | 0.02% | −290−46.3% | Reduced |
| CVA Family Office, LLC | 375 | $82.0K | 0.06% | −743−66.5% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 346 | $83.4K | 0.10% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 353 | $85.0K | 0.01% | +18+5.4% | Added |
| Earnest Partners LLC | 358 | $86.0K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 367 | $88.0K | 0.03% | +100+37.5% | Added |
| Wagner Wealth Management, LLC | 367 | $90.0K | 0.07% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 367 | $90.0K | 0.07% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 375 | $90.0K | 0.07% | +375 | New |
| AllSquare Wealth Management LLC | 388 | $94.0K | 0.06% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 390 | $94.0K | 0.00% | +19+5.1% | Added |
| Ibex Wealth Advisors | 394 | $95.0K | 0.02% | +394 | New |
| Holloway Wealth Management, LLC | – | $96.0K | 0.03% | – | – |