| USA Financial Portformulas Corp | 1 | $0 | 0.00% | −17−94.4% | Reduced |
| HBC Financial Services, PLLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 40 | $0 | 0.00% | +40 | New |
| Cordant, Inc. | 1 | $0 | 0.00% | +1 | New |
| Old North State Trust, LLC | 2 | $414 | 0.33% | −1,661−99.9% | Reduced |
| First Command Advisory Services, Inc. | 3 | $1.00K | 0.00% | −173−98.3% | Reduced |
| CFS Investment Advisory Services, LLC | 427,376 | $2.00K | 0.01% | +425,819+27,348.7% | Added |
| Piscataqua Savings Bank | 10 | $2.00K | 0.00% | −38−79.2% | Reduced |
| Macroview Investment Management LLC | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 7 | $2.00K | 0.00% | +7 | New |
| Insight Financial Services | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 12 | $3.00K | 0.00% | +12 | New |
| Dark Forest Capital Management LP | 13 | $3.00K | 0.00% | +13 | New |
| HWG Holdings LP | 21 | $5.00K | 0.00% | −11,304−99.8% | Reduced |
| Baldrige Asset Management LLC | 24 | $5.00K | 0.00% | −64−72.7% | Reduced |
| Your Advocates Ltd., LLP | 21 | $5.00K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 27 | $7.00K | 0.00% | 00.0% | Unchanged |
| Corsicana & Co. | 30 | $7.00K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 35 | $8.00K | 0.01% | −40−53.3% | Reduced |
| Schubert & Co | 36 | $8.00K | 0.01% | −24−40.0% | Reduced |
| Providence Capital Advisors, LLC | 40 | $9.00K | 0.00% | −8−16.7% | Reduced |
| America First Investment Advisors, LLC | 40 | $9.00K | 0.00% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 40 | $9.00K | 0.01% | 00.0% | Unchanged |
| First Quadrant L P | 46 | $10.0K | 0.06% | −56,480−99.9% | Reduced |
| Regency Capital Management Inc. | 47 | $10.0K | 0.01% | 00.0% | Unchanged |
| Syverson Strege & Co | 45 | $10.0K | 0.01% | +22+95.7% | Added |
| Clean Yield Group | 46 | $10.0K | 0.00% | +46 | New |
| Sage Private Wealth Group, LLC | 45 | $10.0K | 0.01% | +45 | New |
| Tevis Investment Management | 51 | $11.0K | 0.01% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 51 | $11.0K | 0.00% | +50+5,000.0% | Added |
| Capco Asset Management, LLC | 57 | $13.0K | 0.00% | +30+111.1% | Added |
| CarsonAllaria Wealth Management, Ltd. | 67 | $15.0K | 0.01% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 74 | $16.0K | 0.01% | 00.0% | Unchanged |
| Econ Financial Services Corp | 72 | $16.0K | 0.01% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 80 | $17.0K | 0.01% | −64−44.4% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 76 | $17.0K | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 75 | $17.0K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 82 | $18.0K | 0.02% | 00.0% | Unchanged |
| Rational Advisors LLC | 94 | $21.0K | 0.00% | +94 | New |
| Moisand Fitzgerald Tamayo, LLC | 100 | $22.0K | 0.01% | −270−73.0% | Reduced |
| Kelly Lawrence W & Associates Inc | 100 | $22.0K | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 100 | $22.0K | 0.01% | 00.0% | Unchanged |
| Repertoire Partners LP | 100 | $22.0K | 0.01% | +100 | New |
| Family CFO Inc | 100 | $22.0K | 0.02% | +100 | New |
| Siena Capital LLC | 100 | $22.0K | 0.01% | +100 | New |
| WFA Asset Management Corp | 101 | $22.5K | 0.01% | +33+48.5% | Added |
| Worth Asset Management, LLC | 122 | $23.0K | 0.02% | +122 | New |
| Bellwether Advisors, LLC | 110 | $24.0K | 0.01% | −297−73.0% | Reduced |
| Karlinski Andrew C | 109 | $24.0K | 0.04% | −90−45.2% | Reduced |
| Reitz Capital Advisors LLC | 110 | $24.0K | 0.02% | +110 | New |
| Carolina Wealth Advisors, LLC | 113 | $25.0K | 0.02% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 118 | $26.0K | 0.00% | −44−27.2% | Reduced |
| BIT Capital GmbH | 121 | $26.9K | 0.00% | −13,211−99.1% | Reduced |
| Disciplined Investments, LLC | 123 | $27.0K | 0.01% | +105+583.3% | Added |
| Hoey Investments, Inc | 133 | $30.0K | 0.01% | −193−59.2% | Reduced |
| Dravo Bay LLC | 139 | $30.9K | 0.02% | +139 | New |
| Delos Wealth Advisors, LLC | 143 | $32.0K | 0.03% | −523−78.5% | Reduced |
| NewSquare Capital LLC | 143 | $32.0K | 0.00% | −246−63.2% | Reduced |
| Cranbrook Wealth Management, LLC | 145 | $32.0K | 0.01% | −64−30.6% | Reduced |
| Holloway Wealth Management, LLC | – | $33.0K | 0.01% | – | – |
| Advanced Research Investment Solutions, LLC | 147 | $33.0K | 0.01% | −133−47.5% | Reduced |
| CenterStar Asset Management, LLC | – | $34.0K | 0.02% | – | – |
| Advocacy Wealth Management Services, LLC | 151 | $34.0K | 0.01% | +60+65.9% | Added |
| Cypress Capital Management LLC (WY) | 156 | $35.0K | 0.04% | −30−16.1% | Reduced |
| Horan Securities, Inc. | 159 | $35.0K | 0.02% | +3+1.9% | Added |
| Maryland Capital Advisors Inc. | 172 | $38.0K | 0.03% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 173 | $38.0K | 0.02% | −39−18.4% | Reduced |
| Baron Financial Group, LLC | 176 | $39.1K | 0.02% | +36+25.7% | Added |
| PFS Partners, LLC | 184 | $40.9K | 0.04% | 00.0% | Unchanged |
| Accel Wealth Management | 185 | $42.0K | 0.02% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 189 | $42.0K | 0.01% | +77+68.8% | Added |
| Morgan Dempsey Capital Management LLC | 200 | $44.0K | 0.01% | 00.0% | Unchanged |
| Red Cedar Capital, LLC | 200 | $44.0K | 0.03% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 199 | $44.0K | 0.03% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 204 | $45.0K | 0.01% | −338−62.4% | Reduced |
| Ogorek Anthony Joseph | 203 | $45.0K | 0.02% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 201 | $45.0K | 0.01% | +201 | New |
| Lansing Street Advisors | 204 | $45.0K | 0.03% | +204 | New |
| Clearview Wealth Advisors LLC | 211 | $47.0K | 0.03% | −1−0.5% | Reduced |
| Stuart Chaussee & Associates, Inc. | 223 | $49.0K | 0.02% | 00.0% | Unchanged |
| Front Row Advisors LLC | 226 | $50.0K | 0.02% | −29−11.4% | Reduced |
| Capital Directions Investment Advisors, LLC | 224 | $50.0K | 0.02% | +224 | New |
| Partners Capital Investment Group, LLP | 242 | $54.0K | 0.00% | −86,186−99.7% | Reduced |
| Lake Point Wealth Management | 250 | $56.0K | 0.03% | +30+13.6% | Added |
| Stephens Consulting, LLC | 264 | $58.7K | 0.05% | −31−10.5% | Reduced |
| Foresight Capital Management Advisors, Inc. | 270 | $60.0K | 0.07% | +170+170.0% | Added |
| Estate Counselors, LLC | 275 | $61.0K | 0.01% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 285 | $63.0K | 0.03% | +120+72.7% | Added |
| Vectors Research Management, LLC | 300 | $67.0K | 0.01% | −719−70.6% | Reduced |
| Leelyn Smith, LLC | 301 | $67.0K | 0.02% | −150−33.3% | Reduced |
| Hall Laurie J Trustee | 300 | $67.0K | 0.03% | −120−28.6% | Reduced |
| Spectrum Management Group, LLC | 300 | $67.0K | 0.01% | +300 | New |
| Bivin & Associates, Inc. | 300 | $67.0K | 0.06% | +300 | New |
| McClarren Financial Advisors, Inc. | 307 | $68.0K | 0.05% | 00.0% | Unchanged |
| Nauset Wealth Management. LLC | 306 | $68.0K | 0.05% | +306 | New |
| Newfound Research LLC | 311 | $69.0K | 0.09% | −50−13.9% | Reduced |
| Lowe Wealth Advisors, LLC | 312 | $69.0K | 0.03% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 316 | $70.0K | 0.08% | 00.0% | Unchanged |
| West Bancorporation Inc | 325 | $72.0K | 0.04% | −426−56.7% | Reduced |
