| USA Financial Portformulas Corp | 2 | $0 | 0.00% | −404−99.5% | Reduced |
| Spectrum Management Group, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 43 | $0 | 0.00% | +43 | New |
| TCTC Holdings, LLC | 3 | $1.00K | 0.00% | −1,521−99.8% | Reduced |
| Arcadia Investment Management Corp | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 4 | $1.00K | 0.04% | 00.0% | Unchanged |
| Advocacy Wealth Management Services, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 3 | $1.00K | 0.00% | +3 | New |
| Burleson & Company, LLC | 7 | $1.00K | 0.00% | +7 | New |
| CFS Investment Advisory Services, LLC | 103,845 | $1.00K | 0.00% | +103,845 | New |
| Archer Investment Corp | 10 | $1.82K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 10 | $2.00K | 0.00% | −1,317−99.2% | Reduced |
| Surevest, LLC | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 13 | $2.00K | 0.00% | +2+18.2% | Added |
| Loomis Sayles & Co L P | 9 | $2.00K | 0.00% | +9 | New |
| IAG Wealth Partners, LLC | 10 | $2.00K | 0.00% | +10 | New |
| Carroll Investors, Inc | 18 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 14 | $3.00K | 0.00% | +9+180.0% | Added |
| GoalVest Advisory LLC | 17 | $3.00K | 0.00% | +17 | New |
| RWM Asset Management, LLC | 15 | $3.00K | 0.00% | +15 | New |
| WR Wealth Planners, LLC | 18 | $3.32K | 0.00% | +18 | New |
| JJJ Advisors Inc. | 20 | $4.00K | 0.00% | −45−69.2% | Reduced |
| KB Financial Partners, LLC | 22 | $4.00K | 0.00% | −10−31.3% | Reduced |
| Laurel Wealth Advisors LLC | 21 | $4.00K | 0.00% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 20 | $4.00K | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 19 | $4.00K | 0.00% | +19 | New |
| Cordant, Inc. | 24 | $4.00K | 0.00% | +24 | New |
| Arlington Partners LLC | 27 | $5.00K | 0.00% | −25−48.1% | Reduced |
| Focused Wealth Management, Inc | 28 | $5.00K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 28 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 25 | $5.00K | 0.01% | +25 | New |
| Certified Advisory Corp | 25 | $5.00K | 0.00% | +25 | New |
| Icapital Wealth LLC | 30 | $5.44K | 0.00% | +30 | New |
| Institutional & Family Asset Management, LLC | 35 | $6.00K | 0.00% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 35 | $6.00K | 0.00% | 00.0% | Unchanged |
| Holloway Wealth Management, LLC | – | $6.00K | 0.00% | – | – |
| Bellwether Advisors, LLC | 33 | $6.00K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 31 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 35 | $6.00K | 0.00% | +9+34.6% | Added |
| GW&K Investment Management, LLC | 34 | $6.00K | 0.00% | +34 | New |
| Acima Private Wealth, LLC | 38 | $7.00K | 0.00% | 00.0% | Unchanged |
| Karlinski Andrew C | 37 | $7.00K | 0.01% | +37 | New |
| Aspire Private Capital, LLC | 46 | $8.00K | 0.00% | −29−38.7% | Reduced |
| McIlrath & Eck, LLC | 43 | $8.00K | 0.00% | −25−36.8% | Reduced |
| Lee Financial Co | 43 | $8.00K | 0.00% | −9−17.3% | Reduced |
| Cedar Mountain Advisors, LLC | 44 | $8.00K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 50 | $9.00K | 0.01% | −33−39.8% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 50 | $9.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 51 | $9.00K | 0.00% | +1+2.0% | Added |
| HHM Wealth Advisors, LLC | 50 | $9.00K | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 50 | $9.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 48 | $9.00K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 50 | $9.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 51 | $9.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 55 | $10.0K | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 55 | $10.0K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 52 | $10.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 61 | $11.0K | 0.00% | +17+38.6% | Added |
| Atticus Wealth Management, LLC | 58 | $11.0K | 0.00% | +58 | New |
| American State Bank (Iowa) | 62 | $11.4K | 0.01% | 00.0% | Unchanged |
| United Community Bank | 65 | $12.0K | 0.01% | +65 | New |
| Tradition Wealth Management, LLC | 66 | $12.0K | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 64 | $12.0K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 69 | $12.7K | 0.01% | −16−18.8% | Reduced |
| Liberty One Investment Management, LLC | 70 | $13.0K | 0.00% | −1,322−95.0% | Reduced |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 70 | $13.0K | 0.01% | −50−41.7% | Reduced |
| Tradewinds Capital Management, LLC | 72 | $13.0K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 70 | $13.0K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 72 | $13.0K | 0.00% | +12+20.0% | Added |
| Charter Oak Capital Management, LLC | 75 | $14.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 82 | $15.0K | 0.00% | +4+5.1% | Added |
| Pinnacle Bancorp, Inc. | 89 | $16.0K | 0.01% | −42−32.1% | Reduced |
| Steward Financial Group LLC | 91 | $16.0K | 0.01% | +91 | New |
| Exchange Traded Concepts, LLC | 90 | $17.0K | 0.00% | −1−1.1% | Reduced |
| Sandy Cove Advisors, LLC | 90 | $17.0K | 0.01% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 100 | $18.0K | 0.01% | 00.0% | Unchanged |
| Pflug Koory, LLC | 100 | $18.0K | 0.01% | 00.0% | Unchanged |
| Enterprise Trust & Investment Co | 100 | $18.0K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 96 | $18.0K | 0.01% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 95 | $18.0K | 0.02% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 100 | $18.0K | 0.00% | +100 | New |
| Raffa Wealth Management, LLC | 99 | $18.3K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 105 | $19.0K | 0.01% | 00.0% | Unchanged |
| West Oak Capital, LLC | 101 | $19.0K | 0.01% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 110 | $20.0K | 0.00% | −17−13.4% | Reduced |
| Freedman Financial Associates, Inc. | 112 | $20.0K | 0.01% | 00.0% | Unchanged |
| American National Bank | 110 | $20.0K | 0.00% | +110 | New |
| Disciplined Investments, LLC | 115 | $21.0K | 0.01% | +19+19.8% | Added |
| Wellington Shields Capital Management, LLC | 120 | $22.0K | 0.00% | +120 | New |
| Castleview Partners, LLC | 130 | $23.0K | 0.01% | −25,937−99.5% | Reduced |
| Citizens National Bank Trust Department | 138 | $23.0K | 0.01% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 123 | $23.0K | 0.00% | 00.0% | Unchanged |
| Bromfield Sneider Wealth Advisors | 123 | $23.0K | 0.02% | +123 | New |
| Win Advisors, Inc | 123 | $23.0K | 0.01% | +123 | New |
| Smith Group Asset Management, LLC | 129 | $24.0K | 0.00% | −3−2.3% | Reduced |
| Financial Connections Group, Inc. | 131 | $24.0K | 0.02% | 00.0% | Unchanged |