| Horan Securities, Inc. | 1 | $0 | 0.00% | −1−50.0% | Reduced |
| J.Safra Asset Management Corp | 29 | $0 | 0.00% | +29 | New |
| WestEnd Advisors, LLC | – | $250 | 0.00% | – | – |
| Capital Advisors, Ltd. LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 2 | $1.00K | 0.00% | +2 | New |
| Bellwether Advisors, LLC | 6 | $1.00K | 0.00% | +6 | New |
| GoalVest Advisory LLC | 5 | $1.00K | 0.00% | +5 | New |
| SRS Capital Advisors, Inc. | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 11 | $2.75K | 0.00% | +11 | New |
| TD Ameritrade Investment Management, LLC | 11 | $3.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 11 | $3.00K | 0.00% | +11 | New |
| Focused Wealth Management, Inc | 15 | $4.00K | 0.00% | +1+7.1% | Added |
| Private Ocean, LLC | 16 | $4.00K | 0.00% | +1+6.7% | Added |
| First Bank & Trust | 17 | $4.00K | 0.00% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 14 | $4.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 20 | $5.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 18 | $5.00K | 0.00% | −3−14.3% | Reduced |
| Schubert & Co | 20 | $5.00K | 0.01% | +5+33.3% | Added |
| Versant Capital Management, Inc | 20 | $5.00K | 0.00% | +7+53.8% | Added |
| MCF Advisors LLC | 21 | $5.00K | 0.00% | +21 | New |
| Arcadia Investment Advisors LLC | 20 | $5.00K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 22 | $5.50K | 0.00% | +22 | New |
| Patriot Financial Group Insurance Agency, LLC | 24 | $6.00K | 0.00% | +3+14.3% | Added |
| Altshuler Shaham Ltd | 24 | $6.00K | 0.00% | +24 | New |
| Steward Financial Group LLC | 27 | $6.00K | 0.01% | +27 | New |
| Prestige Wealth Management Group LLC | 30 | $8.00K | 0.00% | −1,764−98.3% | Reduced |
| Sterling Investment Advisors, Ltd. | 30 | $8.00K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 32 | $8.00K | 0.00% | +32 | New |
| Cordant, Inc. | 31 | $8.00K | 0.00% | +31 | New |
| Beaird Harris Wealth Management, LLC | 31 | $8.00K | 0.00% | +31 | New |
| Sierra Capital LLC | 36 | $9.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 40 | $10.0K | 0.01% | −24−37.5% | Reduced |
| Lenox Wealth Advisors, LLC | 39 | $10.0K | 0.00% | −20−33.9% | Reduced |
| Lumature Wealth Partners, LLC | 40 | $10.0K | 0.00% | −13−24.5% | Reduced |
| Financial Management Professionals, Inc. | 41 | $10.0K | 0.00% | +2+5.1% | Added |
| Stuart Chaussee & Associates, Inc. | 38 | $10.0K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 40 | $10.0K | 0.01% | +10+33.3% | Added |
| Sutton Wealth Advisors Inc. | 42 | $10.5K | 0.00% | +16+61.5% | Added |
| Tarbox Family Office, Inc. | 44 | $11.0K | 0.00% | −138−75.8% | Reduced |
| Curi Capital | 51 | $12.0K | 0.00% | −9−15.0% | Reduced |
| Castleview Partners, LLC | 53 | $13.0K | 0.01% | −76,910−99.9% | Reduced |
| Founders Capital Management | 71 | $13.0K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 53 | $13.0K | 0.00% | −8−13.1% | Reduced |
| Exchange Traded Concepts, LLC | 52 | $13.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 50 | $13.0K | 0.00% | 00.0% | Unchanged |
| Kings Point Capital Management | 51 | $13.0K | 0.00% | +51 | New |
| Rockbridge Investment Management, LCC | 55 | $13.9K | 0.00% | −1,214−95.7% | Reduced |
| Investors Research Corp | 56 | $14.0K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 57 | $14.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 60 | $15.0K | 0.00% | +1+1.7% | Added |
| Cypress Capital Management LLC (WY) | 61 | $15.0K | 0.02% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 64 | $16.0K | 0.00% | +4+6.7% | Added |
| Ahrens Investment Partners LLC | 68 | $17.0K | 0.01% | −34−33.3% | Reduced |
| Tucker Asset Management LLC | 70 | $17.5K | 0.01% | +39+125.8% | Added |
| John W. Brooker & Co., CPAs | 71 | $18.0K | 0.01% | 00.0% | Unchanged |
| Howe & Rusling Inc | 76 | $19.0K | 0.00% | −5−6.2% | Reduced |
| Tyler-Stone Wealth Management | 76 | $19.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 77 | $19.0K | 0.00% | +31+67.4% | Added |
| Charter Oak Capital Management, LLC | 77 | $19.0K | 0.00% | +77 | New |
| Oakworth Capital, Inc. | 82 | $21.0K | 0.00% | −644−88.7% | Reduced |
| Arlington Partners LLC | 82 | $21.0K | 0.01% | −9−9.9% | Reduced |
| Evermay Wealth Management LLC | 83 | $21.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 86 | $22.0K | 0.01% | −27−23.9% | Reduced |
| South State Corp. | 86 | $22.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 87 | $22.0K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 92 | $23.0K | 0.01% | −3−3.2% | Reduced |
| Fortitude Advisory Group L.L.C. | 94 | $24.0K | 0.01% | −2−2.1% | Reduced |
| Massmutual Trust Co FSB | 98 | $25.0K | 0.00% | −78−44.3% | Reduced |
| Kelly Lawrence W & Associates Inc | 100 | $25.0K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 100 | $25.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 100 | $25.0K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 105 | $26.3K | 0.01% | +55+110.0% | Added |
| Accel Wealth Management | 110 | $28.0K | 0.01% | +3+2.8% | Added |
| RPg Family Wealth Advisory, LLC | 115 | $28.8K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 115 | $29.0K | 0.02% | +115 | New |
| Beacon Capital Management, LLC | 116 | $29.0K | 0.01% | +116 | New |
| Vigilant Capital Management, LLC | 128 | $32.0K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 128 | $32.0K | 0.00% | +2+1.6% | Added |
| Concord Wealth Partners | 127 | $32.0K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 132 | $33.0K | 0.00% | 00.0% | Unchanged |
| Icapital Wealth LLC | 136 | $33.3K | 0.01% | +136 | New |
| Lee Financial Co | 136 | $34.0K | 0.01% | +110+423.1% | Added |
| TCWP LLC | 137 | $34.0K | 0.01% | +137 | New |
| CVA Family Office, LLC | 140 | $35.0K | 0.01% | +50+55.6% | Added |
| Jones Financial Companies LLLP | 146 | $37.0K | 0.00% | −148−50.3% | Reduced |
| Pflug Koory, LLC | 150 | $38.0K | 0.02% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 155 | $39.0K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 160 | $40.0K | 0.00% | +5+3.2% | Added |
| Clean Yield Group | 163 | $41.0K | 0.01% | +21+14.8% | Added |
| Clearstead Advisors, LLC | 169 | $42.0K | 0.00% | +169 | New |
| Institutional & Family Asset Management, LLC | 172 | $43.0K | 0.01% | −42−19.6% | Reduced |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 170 | $43.0K | 0.04% | +170 | New |
| Contravisory Investment Management, Inc. | 175 | $44.0K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 180 | $46.0K | 0.04% | +180 | New |
| GHP Investment Advisors, Inc. | 182 | $46.0K | 0.00% | +182 | New |
| Essex Investment Management Co LLC | 187 | $47.0K | 0.01% | 00.0% | Unchanged |