| USA Financial Portformulas Corp | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| West Bancorporation Inc | 22 | $1.00K | 0.00% | +22 | New |
| Sierra Capital LLC | 10 | $1.00K | 0.00% | +10 | New |
| Addison Advisors LLC | 8 | $1.00K | 0.00% | +8 | New |
| Carroll Investors, Inc | 24 | $1.00K | 0.00% | +24 | New |
| Archer Investment Corp | 16 | $1.07K | 0.00% | 00.0% | Unchanged |
| McDonald Partners LLC | 24 | $1.60K | 0.00% | +24 | New |
| Absolute Capital Management, LLC | 24 | $1.60K | 0.00% | +24 | New |
| RWM Asset Management, LLC | 37 | $2.00K | 0.00% | −882−96.0% | Reduced |
| Arlington Partners LLC | 36 | $2.00K | 0.00% | −819−95.8% | Reduced |
| Ancora Advisors, LLC | 25 | $2.00K | 0.00% | −37−59.7% | Reduced |
| Lee Financial Co | 35 | $2.00K | 0.00% | +35 | New |
| Roble, Belko & Company, Inc | 30 | $2.00K | 0.00% | +30 | New |
| Schubert & Co | 24 | $2.00K | 0.00% | +24 | New |
| Global Financial Private Client, LLC | 32 | $2.13K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 49 | $3.00K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 38 | $3.00K | 0.00% | +17+81.0% | Added |
| Core Alternative Capital | 51 | $3.00K | 0.00% | +51 | New |
| KB Financial Partners, LLC | 52 | $3.00K | 0.00% | +52 | New |
| Delta Asset Management LLC | 60 | $4.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 65 | $4.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 76 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 77 | $5.00K | 0.00% | 00.0% | Unchanged |
| IronBridge Private Wealth, LLC | 71 | $5.00K | 0.00% | 00.0% | Unchanged |
| Curi Capital | 88 | $5.00K | 0.00% | +88 | New |
| Financial Connections Group, Inc. | 75 | $5.00K | 0.00% | +75 | New |
| Optiver Holding B.V. | 96 | $6.00K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 87 | $6.00K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 87 | $6.00K | 0.00% | +20+29.9% | Added |
| Raleigh Capital Management Inc. | 93 | $6.00K | 0.01% | +93 | New |
| Raffa Wealth Management, LLC | 90 | $6.01K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 100 | $6.67K | 0.00% | +100 | New |
| Patriot Financial Group Insurance Agency, LLC | 107 | $7.00K | 0.00% | −18−14.4% | Reduced |
| Charter Oak Capital Management, LLC | 186 | $7.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 100 | $7.00K | 0.00% | −9−8.3% | Reduced |
| HC Financial Advisors Inc | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 108 | $7.00K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 104 | $7.00K | 0.00% | +104 | New |
| Operose Advisors LLC | 100 | $7.00K | 0.01% | +100 | New |
| Bell Investment Advisors, Inc | 123 | $8.00K | 0.00% | −63−33.9% | Reduced |
| Pinnacle Bancorp, Inc. | 121 | $8.00K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 177 | $12.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 178 | $12.0K | 0.00% | +178 | New |
| First Command Financial Services, Inc. | 189 | $13.0K | 0.00% | −150−44.2% | Reduced |
| Eukles Asset Management | 200 | $13.0K | 0.01% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 200 | $13.0K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 209 | $13.9K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 209 | $13.9K | 0.01% | 00.0% | Unchanged |
| Private Ocean, LLC | 211 | $14.0K | 0.00% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 216 | $14.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 206 | $14.0K | 0.00% | +1+0.5% | Added |
| Clearstead Advisors, LLC | 243 | $16.0K | 0.00% | −106−30.4% | Reduced |
| Sound Income Strategies, LLC | 234 | $16.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 257 | $17.0K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 254 | $17.0K | 0.01% | 00.0% | Unchanged |
| Surevest, LLC | 257 | $17.0K | 0.00% | +257 | New |
| Institutional & Family Asset Management, LLC | 281 | $19.0K | 0.00% | −33−10.5% | Reduced |
| TCI Wealth Advisors, Inc. | 288 | $19.0K | 0.00% | −8−2.7% | Reduced |
| Alaska Permanent Fund Corp | 288 | $19.0K | 0.00% | +288 | New |
| Heritage Wealth Advisors | 282 | $19.0K | 0.00% | +282 | New |
| First Command Bank | 339 | $20.0K | 0.00% | 00.0% | Unchanged |
| Klaas Financial Asset Advisors, LLC | 301 | $20.0K | 0.00% | +2+0.7% | Added |
| Pacific Center for Financial Services | 314 | $21.0K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 312 | $21.0K | 0.00% | +16+5.4% | Added |
| Amplius Wealth Advisors, LLC | 367 | $24.0K | 0.00% | +367 | New |
| Snowden Capital Advisors LLC | 380 | $25.0K | 0.00% | −3,323−89.7% | Reduced |
| Baystate Wealth Management LLC | 377 | $25.0K | 0.00% | −29−7.1% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 391 | $26.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 400 | $27.0K | 0.00% | −600−60.0% | Reduced |
| Bellevue Asset Management, LLC | 405 | $27.0K | 0.02% | +2+0.5% | Added |
| Concord Wealth Partners | 400 | $27.0K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 430 | $28.0K | 0.01% | 00.0% | Unchanged |
| TAP Consulting, LLC | 422 | $28.0K | 0.01% | +422 | New |
| Highlander Capital Management, LLC | 438 | $29.0K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 428 | $29.0K | 0.00% | +2+0.5% | Added |
| Gemmer Asset Management LLC | 441 | $29.0K | 0.00% | +9+2.1% | Added |
| Johnson Financial Group, Inc. | 450 | $30.0K | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 448 | $30.0K | 0.01% | +1+0.2% | Added |
| Farmers & Merchants Investments Inc | 460 | $31.0K | 0.00% | −1,165−71.7% | Reduced |
| First Community Trust NA | 470 | $31.4K | 0.03% | +470 | New |
| Tarbox Family Office, Inc. | 482 | $32.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 476 | $32.0K | 0.04% | +476 | New |
| Aspire Private Capital, LLC | 494 | $33.0K | 0.01% | −75−13.2% | Reduced |
| Tower View Investment Management & Research LLC | 500 | $33.0K | 0.02% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 500 | $33.0K | 0.01% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 500 | $33.0K | 0.01% | +500 | New |
| Elmwood Wealth Management, Inc. | 500 | $33.0K | 0.02% | +500 | New |
| JJJ Advisors Inc. | 528 | $35.0K | 0.01% | −124−19.0% | Reduced |
| Riggs Asset Managment Co. Inc. | 524 | $35.0K | 0.01% | 00.0% | Unchanged |
| AIA Group Ltd | 535 | $36.0K | 0.00% | +535 | New |
| CVA Family Office, LLC | 545 | $36.0K | 0.01% | +545 | New |
| Toth Financial Advisory Corp | 560 | $37.0K | 0.01% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 564 | $37.6K | 0.00% | 00.0% | Unchanged |
| AGF Investments LLC | 564 | $38.0K | 0.00% | −21−3.6% | Reduced |
| Fieldpoint Private Securities, LLC | 563 | $38.0K | 0.01% | +347+160.6% | Added |
| Evoke Wealth, LLC | 586 | $39.0K | 0.00% | +398+211.7% | Added |
| PrairieView Partners, LLC | 603 | $40.0K | 0.01% | 00.0% | Unchanged |