| Dark Forest Capital Management LP | 1 | $0 | 0.00% | −27,162−100.0% | Reduced |
| USA Financial Portformulas Corp | 6 | $0 | 0.00% | −4,660−99.9% | Reduced |
| Close Asset Management Ltd | 5 | $0 | 0.00% | −995−99.5% | Reduced |
| Westside Investment Management, Inc. | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Karlinski Andrew C | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $0 | 0.00% | +5 | New |
| WestEnd Advisors, LLC | 4 | $201 | 0.00% | +4 | New |
| Toth Financial Advisory Corp | 23 | $1.00K | 0.00% | −16,650−99.9% | Reduced |
| TD Ameritrade Investment Management, LLC | 25 | $1.00K | 0.00% | −144−85.2% | Reduced |
| Washington Trust Co | 20 | $1.00K | 0.00% | −14−41.2% | Reduced |
| Winch Advisory Services, LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 26 | $1.00K | 0.00% | −1−3.7% | Reduced |
| Berkshire Capital Holdings Inc | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bivin & Associates, Inc. | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 20 | $1.00K | 0.00% | +20 | New |
| Sutton Wealth Advisors Inc. | 21 | $1.06K | 0.00% | +21 | New |
| Roble, Belko & Company, Inc | 42 | $2.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 39 | $2.00K | 0.00% | −8−17.0% | Reduced |
| Clearstead Advisors, LLC | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 36 | $2.00K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 30 | $2.00K | 0.00% | +30 | New |
| First Eagle Investment Management, LLC | 40 | $2.00K | 0.00% | +40 | New |
| Glen Eagle Advisors, LLC | 51 | $2.57K | 0.00% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 29 | $2.83K | 0.00% | +29 | New |
| Howe & Rusling Inc | 53 | $3.00K | 0.00% | −123−69.9% | Reduced |
| Heritage Wealth Advisors | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Curi Capital | 63 | $3.00K | 0.00% | +63 | New |
| Raffa Wealth Management, LLC | 66 | $3.32K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 79 | $3.97K | 0.00% | +13+19.7% | Added |
| Lee Financial Co | 86 | $4.00K | 0.00% | −41−32.3% | Reduced |
| Pflug Koory, LLC | 85 | $4.00K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 55 | $4.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 84 | $4.00K | 0.00% | +41+95.3% | Added |
| Crewe Advisors LLC | 76 | $4.00K | 0.00% | +76 | New |
| Strategic Asset Management, LLC | 85 | $4.00K | 0.01% | +85 | New |
| Spire Wealth Management | 100 | $5.00K | 0.00% | −100−50.0% | Reduced |
| Cordasco Financial Network | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 95 | $5.00K | 0.00% | 00.0% | Unchanged |
| Belmont Capital, LLC | 101 | $5.00K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 108 | $5.00K | 0.00% | +36+50.0% | Added |
| MV Capital Management, Inc. | 94 | $5.00K | 0.00% | +94 | New |
| Bell Investment Advisors, Inc | 91 | $5.00K | 0.00% | +91 | New |
| Steward Financial Group LLC | 105 | $5.00K | 0.00% | +105 | New |
| Venture Visionary Partners LLC | 100 | $5.03K | 0.00% | +100 | New |
| Archer Investment Corp | 115 | $5.79K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 121 | $6.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 120 | $6.00K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 134 | $6.00K | 0.00% | +134 | New |
| First Manhattan Co | 150 | $7.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 139 | $7.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 140 | $7.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 131 | $7.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 143 | $7.00K | 0.00% | +143 | New |
| Whittier Trust Co of Nevada Inc | 151 | $8.00K | 0.00% | −13−7.9% | Reduced |
| Plante Moran Financial Advisors, LLC | 156 | $8.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 155 | $8.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 162 | $8.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 157 | $8.00K | 0.00% | +45+40.2% | Added |
| Chilton Capital Management LLC | 153 | $8.00K | 0.00% | +153 | New |
| Brown Brothers Harriman & Co | 178 | $9.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 200 | $10.0K | 0.00% | −100−33.3% | Reduced |
| Whittier Trust Co | 189 | $10.0K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 191 | $10.0K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 198 | $10.0K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 200 | $10.0K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 234 | $12.0K | 0.00% | −27−10.3% | Reduced |
| Vigilant Capital Management, LLC | 233 | $12.0K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 237 | $12.0K | 0.02% | +8+3.5% | Added |
| Private Capital Group, LLC | 252 | $13.0K | 0.01% | −6−2.3% | Reduced |
| Accel Wealth Management | 236 | $13.0K | 0.01% | +236 | New |
| JFS Wealth Advisors, LLC | 274 | $14.0K | 0.00% | −19−6.5% | Reduced |
| JJJ Advisors Inc. | 205 | $14.0K | 0.00% | +15+7.9% | Added |
| Financial Management Professionals, Inc. | 302 | $15.0K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 300 | $15.0K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 321 | $16.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 317 | $16.0K | 0.00% | +300+1,764.7% | Added |
| Money Concepts Capital Corp | 386 | $18.0K | 0.00% | −1,751−81.9% | Reduced |
| Trustcore Financial Services, LLC | 352 | $18.0K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 380 | $19.0K | 0.01% | −3,229−89.5% | Reduced |
| Ancora Advisors, LLC | 400 | $20.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 393 | $20.0K | 0.00% | +2+0.5% | Added |
| Harbour Investments, Inc. | 425 | $21.0K | 0.00% | +425 | New |
| TSFG, LLC | 430 | $22.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 505 | $25.0K | 0.01% | −220−30.3% | Reduced |
| GHP Investment Advisors, Inc. | 496 | $25.0K | 0.00% | +496 | New |
| Salem Investment Counselors Inc | 530 | $27.0K | 0.00% | −25−4.5% | Reduced |
| TCI Wealth Advisors, Inc. | 543 | $27.0K | 0.00% | +157+40.7% | Added |
| Assetmark, Inc | 546 | $27.0K | 0.00% | +546 | New |
| Baillie Gifford & Co | 575 | $29.0K | 0.00% | +75+15.0% | Added |
| Elequin Capital LP | 654 | $33.0K | 0.01% | −126−16.2% | Reduced |
| Quent Capital, LLC | 656 | $33.0K | 0.01% | +90+15.9% | Added |