| USA Financial Portformulas Corp | 1 | $0 | 0.00% | −12−92.3% | Reduced |
| First Personal Financial Services | 1 | $0 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | 1 | $297 | 0.00% | – | – |
| Lenox Wealth Advisors, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 5 | $1.00K | 0.00% | +5 | New |
| Karlinski Andrew C | 3 | $1.00K | 0.00% | +3 | New |
| Advocacy Wealth Management Services, LLC | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 9 | $3.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 9 | $3.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 10 | $3.00K | 0.00% | +10 | New |
| TD Capital Management LLC | 15 | $4.00K | 0.00% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 12 | $4.00K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 13 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 15 | $4.00K | 0.00% | +15 | New |
| Kessler Investment Group, LLC | 17 | $5.00K | 0.00% | +7+70.0% | Added |
| City State Bank | 19 | $6.00K | 0.00% | +19 | New |
| McCarthy Grittinger Financial Group, LLC | 22 | $6.55K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 25 | $7.00K | 0.00% | −5−16.7% | Reduced |
| Beacon Capital Management, Inc. | 23 | $7.00K | 0.00% | 00.0% | Unchanged |
| West Bancorporation Inc | 25 | $7.00K | 0.01% | +25 | New |
| Byrne Asset Management LLC | 25 | $7.00K | 0.00% | +25 | New |
| Raffa Wealth Management, LLC | 24 | $7.14K | 0.00% | −20−45.5% | Reduced |
| Ellevest, Inc. | 30 | $9.00K | 0.00% | +7+30.4% | Added |
| Creative Financial Designs Inc | 35 | $10.0K | 0.00% | −53−60.2% | Reduced |
| Eukles Asset Management | 35 | $10.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 35 | $10.0K | 0.00% | +8+29.6% | Added |
| Cedar Wealth Management, LLC | 36 | $11.0K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 37 | $11.0K | 0.00% | +37 | New |
| Roble, Belko & Company, Inc | 40 | $12.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 41 | $12.0K | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 40 | $12.0K | 0.01% | +40 | New |
| BerganKDV Wealth Management, LLC | 45 | $13.0K | 0.00% | −15−25.0% | Reduced |
| Ogorek Anthony Joseph | 46 | $13.0K | 0.01% | 00.0% | Unchanged |
| Founders Capital Management | 45 | $13.0K | 0.01% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 43 | $13.0K | 0.01% | +43 | New |
| TSFG, LLC | 48 | $14.0K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 48 | $14.3K | 0.01% | +48 | New |
| Baron Financial Group, LLC | 50 | $14.9K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 53 | $15.0K | 0.00% | −200−79.1% | Reduced |
| Exchange Traded Concepts, LLC | 52 | $15.0K | 0.00% | −1−1.9% | Reduced |
| Norwood Financial Corp | 50 | $15.0K | 0.02% | +50 | New |
| Seldon Capital LP | 52 | $15.0K | 0.01% | +52 | New |
| DB Wealth Management Group, LLC | 57 | $17.0K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 62 | $18.6K | 0.00% | +6+10.7% | Added |
| Accel Wealth Management | 65 | $19.0K | 0.01% | 00.0% | Unchanged |
| Rather & Kittrell, Inc. | 64 | $19.0K | 0.02% | +64 | New |
| McIlrath & Eck, LLC | 71 | $21.0K | 0.01% | 00.0% | Unchanged |
| Emfo, LLC | 69 | $21.0K | 0.02% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 69 | $21.0K | 0.00% | +2+3.0% | Added |
| Mascoma Wealth Management LLC | 72 | $21.0K | 0.01% | +72 | New |
| Canton Hathaway, LLC | 70 | $21.0K | 0.01% | +70 | New |
| Trust Co | 75 | $22.0K | 0.01% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 80 | $24.0K | 0.01% | −47−37.0% | Reduced |
| Leelyn Smith, LLC | 85 | $25.0K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 90 | $27.0K | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 91 | $27.0K | 0.01% | +75+468.8% | Added |
| Arlington Partners LLC | 91 | $27.0K | 0.01% | +91 | New |
| Pacific Center for Financial Services | 94 | $28.0K | 0.01% | −395−80.8% | Reduced |
| Cranbrook Wealth Management, LLC | 98 | $29.0K | 0.01% | −32−24.6% | Reduced |
| First Community Trust NA | 100 | $29.8K | 0.02% | +100 | New |
| Larson Financial Group LLC | 100 | $30.0K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 112 | $33.3K | 0.00% | −111−49.8% | Reduced |
| Sound Income Strategies, LLC | 113 | $34.0K | 0.00% | −478−80.9% | Reduced |
| Loomis Sayles & Co L P | 117 | $35.0K | 0.00% | −6,137−98.1% | Reduced |
| Sugarloaf Wealth Management, LLC | 117 | $35.0K | 0.01% | +1+0.9% | Added |
| Clear Perspectives Financial Planning, LLC | 118 | $35.0K | 0.01% | 00.0% | Unchanged |
| Cutler Group LP | 122 | $36.0K | 0.00% | −61−33.3% | Reduced |
| Sargent Bickham Lagudis LLC | 120 | $36.0K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 120 | $36.0K | 0.01% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 124 | $37.0K | 0.01% | +124 | New |
| Richwood Investment Advisors, LLC | 125 | $37.0K | 0.03% | +125 | New |
| Simon Quick Advisors, LLC | 127 | $38.0K | 0.01% | −33−20.6% | Reduced |
| SOA Wealth Advisors, LLC. | 130 | $38.0K | 0.01% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 131 | $39.0K | 0.02% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 135 | $40.0K | 0.00% | −1,891−93.3% | Reduced |
| Financial Management Professionals, Inc. | 138 | $41.0K | 0.01% | +1+0.7% | Added |
| Bogart Wealth, LLC | 142 | $42.0K | 0.00% | +1+0.7% | Added |
| Benjamin Edwards Inc | 140 | $42.0K | 0.01% | +82+141.4% | Added |
| HWG Holdings LP | 146 | $43.0K | 0.02% | +146 | New |
| Tarbox Family Office, Inc. | 149 | $44.0K | 0.01% | +10+7.2% | Added |
| Atticus Wealth Management, LLC | 150 | $45.0K | 0.02% | +150 | New |
| Quent Capital, LLC | 150 | $45.0K | 0.01% | +150 | New |
| Investmark Advisory Group LLC | 157 | $47.0K | 0.04% | +157 | New |
| HC Financial Advisors Inc | 160 | $48.0K | 0.03% | 00.0% | Unchanged |
| Orion Capital Management LLC | 160 | $48.0K | 0.03% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 165 | $49.0K | 0.00% | +28+20.4% | Added |
| SRS Capital Advisors, Inc. | 163 | $49.0K | 0.01% | +37+29.4% | Added |
| Amplius Wealth Advisors, LLC | 165 | $49.0K | 0.01% | +165 | New |
| Pinnacle Bancorp, Inc. | 167 | $50.0K | 0.02% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 168 | $50.0K | 0.01% | +24+16.7% | Added |
| Versant Capital Management, Inc | 170 | $51.0K | 0.02% | 00.0% | Unchanged |
| CenterStar Asset Management, LLC | – | $52.0K | 0.04% | – | – |
| Allworth Financial LP | 183 | $54.0K | 0.00% | +85+86.7% | Added |
| Tobam | 196 | $58.0K | 0.00% | +196 | New |
| Wagner Wealth Management, LLC | 198 | $59.0K | 0.05% | +63+46.7% | Added |
| Blackhill Capital Inc | 200 | $60.0K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 200 | $60.0K | 0.02% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 200 | $60.0K | 0.02% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 204 | $61.0K | 0.03% | +204 | New |