| USA Financial Portformulas Corp | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 22 | $1.00K | 0.00% | +4+22.2% | Added |
| Creative Financial Designs Inc | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 21 | $1.00K | 0.00% | +21 | New |
| Global Financial Private Client, LLC | 32 | $1.93K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 49 | $2.00K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 54 | $3.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 48 | $3.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 52 | $3.00K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 188,958 | $3.16K | 0.12% | +185,795+5,874.0% | Added |
| Prestige Wealth Management Group LLC | 63 | $4.00K | 0.00% | −15,347−99.6% | Reduced |
| Ogorek Anthony Joseph | 77 | $4.00K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 60 | $4.00K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 67 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 60 | $4.00K | 0.00% | 00.0% | Unchanged |
| IronBridge Private Wealth, LLC | 71 | $4.00K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 73 | $4.00K | 0.00% | +73 | New |
| Oakworth Capital, Inc. | 87 | $5.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 76 | $5.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 90 | $5.38K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 95 | $6.00K | 0.00% | −78−45.1% | Reduced |
| HC Financial Advisors Inc | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| FormulaFolio Investments, LLC | 102 | $6.00K | 0.00% | – | – |
| Ancora Advisors, LLC | 107 | $6.00K | 0.00% | +82+328.0% | Added |
| Strategic Blueprint, LLC | 94 | $6.00K | 0.00% | +94 | New |
| Bay Harbor Wealth Management, LLC | 120 | $7.00K | 0.00% | −188−61.0% | Reduced |
| Pinnacle Bancorp, Inc. | 121 | $7.00K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 120 | $7.00K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 186 | $7.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 109 | $7.00K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 117 | $7.00K | 0.00% | +117 | New |
| Fieldpoint Private Securities, LLC | 129 | $8.00K | 0.00% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 138 | $8.00K | 0.00% | +138 | New |
| Evoke Wealth, LLC | 188 | $11.0K | 0.00% | −3−1.6% | Reduced |
| Barnett & Company, Inc. | 189 | $11.0K | 0.01% | 00.0% | Unchanged |
| Private Ocean, LLC | 176 | $11.0K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 177 | $11.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 176 | $11.0K | 0.01% | +176 | New |
| Sutton Wealth Advisors Inc. | 194 | $11.6K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 200 | $12.0K | 0.01% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 200 | $12.0K | 0.01% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 200 | $12.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 198 | $12.0K | 0.00% | +98+98.0% | Added |
| Paradigm, Strategies in Wealth Management, LLC | 200 | $12.0K | 0.01% | +200 | New |
| Financial Perspectives, Inc | 209 | $12.5K | 0.01% | −12,375−98.3% | Reduced |
| Crescent Capital Consulting, LLC | 216 | $13.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 212 | $13.0K | 0.00% | +9+4.4% | Added |
| Sound Income Strategies, LLC | 234 | $14.0K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 240 | $14.0K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 236 | $14.0K | 0.01% | +1+0.4% | Added |
| JFS Wealth Advisors, LLC | 254 | $15.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 257 | $15.0K | 0.00% | 00.0% | Unchanged |
| Savior LLC | 271 | $16.0K | 0.01% | −151−35.8% | Reduced |
| Clearstead Advisors, LLC | 270 | $16.0K | 0.00% | +27+11.1% | Added |
| TSFG, LLC | 277 | $17.0K | 0.01% | +11+4.1% | Added |
| Knuff & Co LLC | 300 | $18.0K | 0.01% | −283−48.5% | Reduced |
| First Horizon Corp | 310 | $18.0K | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 300 | $18.0K | 0.01% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 300 | $18.0K | 0.01% | 00.0% | Unchanged |
| Klaas Financial Asset Advisors, LLC | 296 | $18.0K | 0.00% | +2+0.7% | Added |
| Baldwin Brothers Inc | 314 | $19.0K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 318 | $19.0K | 0.01% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 314 | $19.0K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 314 | $19.0K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 320 | $19.1K | 0.02% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 348 | $21.0K | 0.00% | +3+0.9% | Added |
| First Command Bank | 359 | $22.0K | 0.00% | −19−5.0% | Reduced |
| First Command Financial Services, Inc. | 359 | $22.0K | 0.00% | −19−5.0% | Reduced |
| Earnest Partners LLC | 370 | $22.0K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 390 | $23.0K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 388 | $23.0K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 380 | $23.0K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 400 | $23.9K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 400 | $24.0K | 0.01% | −12−2.9% | Reduced |
| Bellevue Asset Management, LLC | 403 | $24.0K | 0.01% | +2+0.5% | Added |
| Freedman Financial Associates, Inc. | 400 | $24.0K | 0.02% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 424 | $25.0K | 0.00% | +2+0.5% | Added |
| SOA Wealth Advisors, LLC. | 430 | $25.0K | 0.01% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 432 | $26.0K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 450 | $27.0K | 0.00% | −12−2.6% | Reduced |
| Global Retirement Partners, LLC | 461 | $28.0K | 0.00% | +22+5.0% | Added |
| WealthShield Partners, LLC | 480 | $29.0K | 0.00% | −114−19.2% | Reduced |
| Tarbox Family Office, Inc. | 482 | $29.0K | 0.01% | 00.0% | Unchanged |
| Elmwood Wealth Management, Inc. | 500 | $30.0K | 0.02% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 505 | $30.0K | 0.01% | +25+5.2% | Added |
| Riggs Asset Managment Co. Inc. | 524 | $31.0K | 0.01% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 536 | $32.0K | 0.02% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 560 | $33.0K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 581 | $35.0K | 0.00% | 00.0% | Unchanged |
| AGF Investments LLC | 585 | $35.0K | 0.00% | +27+4.8% | Added |
| MV Capital Management, Inc. | 594 | $35.0K | 0.01% | +73+14.0% | Added |
| Gables Capital Management Inc. | 600 | $36.0K | 0.02% | −526−46.7% | Reduced |
| PrairieView Partners, LLC | 603 | $36.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 613 | $37.0K | 0.00% | +13+2.2% | Added |
| Stonebridge Capital Advisors LLC | 633 | $38.0K | 0.00% | −3−0.5% | Reduced |