| HighMark Wealth Management LLC | 304 | $89.0K | 0.07% | −11−3.5% | Reduced |
| Sugarloaf Wealth Management, LLC | 302 | $88.0K | 0.02% | +27+9.8% | Added |
| Sterling Financial Planning, Inc. | 300 | $87.0K | 0.06% | 00.0% | Unchanged |
| Boit C F David | 300 | $87.0K | 0.07% | +300 | New |
| Hartford Financial Management Inc. | 295 | $86.0K | 0.02% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 290 | $85.0K | 0.02% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 274 | $80.0K | 0.01% | −751−73.3% | Reduced |
| Bay Harbor Wealth Management, LLC | 275 | $80.0K | 0.03% | −1−0.4% | Reduced |
| Core Alternative Capital | 269 | $78.0K | 0.02% | −281−51.1% | Reduced |
| Cordasco Financial Network | 266 | $78.0K | 0.05% | 00.0% | Unchanged |
| Retirement Group, LLC | 262 | $76.0K | 0.04% | −1,392−84.2% | Reduced |
| Vectors Research Management, LLC | 262 | $76.0K | 0.02% | −75−22.3% | Reduced |
| Activest Wealth Management | 257 | $75.0K | 0.06% | −110−30.0% | Reduced |
| Institutional & Family Asset Management, LLC | 247 | $72.0K | 0.01% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 243 | $71.0K | 0.03% | +35+16.8% | Added |
| GeoWealth Management, LLC | 242 | $70.0K | 0.01% | −29−10.7% | Reduced |
| Lee Financial Co | 236 | $69.0K | 0.01% | +36+18.0% | Added |
| Liberty Wealth Management LLC | 236 | $69.0K | 0.03% | +64+37.2% | Added |
| Northern Oak Wealth Management Inc | 230 | $67.0K | 0.01% | +39+20.4% | Added |
| Cranbrook Wealth Management, LLC | 225 | $66.0K | 0.02% | −9−3.8% | Reduced |
| HBC Financial Services, PLLC | 215 | $63.0K | 0.04% | +200+1,333.3% | Added |
| Providence Capital Advisors, LLC | 200 | $58.0K | 0.02% | −145−42.0% | Reduced |
| Kessler Investment Group, LLC | 200 | $58.0K | 0.05% | +200 | New |
| Lipe & Dalton | 200 | $58.0K | 0.03% | +200 | New |
| Howe & Rusling Inc | 194 | $57.0K | 0.01% | −2−1.0% | Reduced |
| TD Capital Management LLC | 197 | $57.0K | 0.01% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 188 | $55.0K | 0.04% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 189 | $55.0K | 0.03% | +90+90.9% | Added |
| Disciplina Capital Management LLC | 181 | $52.8K | 0.01% | +24+15.3% | Added |
| RPg Family Wealth Advisory, LLC | 175 | $51.0K | 0.02% | +175 | New |
| Graves-Light Private Wealth Management, Inc. | 168 | $49.0K | 0.01% | +107+175.4% | Added |
| Turim 21 Investimentos Ltda. | 161 | $47.0K | 0.02% | +161 | New |
| Baldrige Asset Management LLC | 160 | $47.0K | 0.02% | +160 | New |
| Lloyd Advisory Services, LLC. | 159 | $46.0K | 0.02% | +4+2.6% | Added |
| Altshuler Shaham Ltd | 154 | $45.0K | 0.00% | −81−34.5% | Reduced |
| Rocky Mountain Advisers, LLC | 156 | $45.0K | 0.06% | +107+218.4% | Added |
| Avondale Wealth Management | 150 | $44.0K | 0.04% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 150 | $44.0K | 0.02% | 00.0% | Unchanged |
| Crewe Advisors LLC | 146 | $43.0K | 0.01% | +36+32.7% | Added |
| Financial Management Professionals, Inc. | 139 | $41.0K | 0.01% | +31+28.7% | Added |
| Private Ocean, LLC | 137 | $40.0K | 0.01% | −1−0.7% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 138 | $40.0K | 0.03% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 131 | $38.0K | 0.03% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 130 | $38.0K | 0.01% | +130 | New |
| Parisi Gray Wealth Management | 121 | $35.0K | 0.01% | +121 | New |
| Baron Financial Group, LLC | 120 | $35.0K | 0.02% | −10−7.7% | Reduced |
| Charter Oak Capital Management, LLC | 116 | $34.0K | 0.00% | +6+5.5% | Added |
| Carmichael Hill & Associates, Inc. | 112 | $33.0K | 0.02% | +12+12.0% | Added |
| Permanens Capital L.P. | 111 | $32.0K | 0.01% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 107 | $31.0K | 0.01% | 00.0% | Unchanged |
| Gleason Group, Inc. | 105 | $31.0K | 0.01% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 107 | $31.0K | 0.02% | +25+30.5% | Added |
| Islay Capital Management, LLC | 100 | $29.0K | 0.02% | −50−33.3% | Reduced |
| FAI Wealth Management | 100 | $29.0K | 0.02% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 100 | $29.0K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 100 | $29.0K | 0.01% | 00.0% | Unchanged |
| Cypress Point Wealth Management, LLC | 100 | $29.0K | 0.02% | 00.0% | Unchanged |
| Regency Capital Management Inc. | 100 | $29.0K | 0.02% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 100 | $29.0K | 0.01% | +85+566.7% | Added |
| Semmax Financial Advisors Inc. | 93 | $27.0K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 90 | $26.0K | 0.02% | +90 | New |
| Hanseatic Management Services Inc | 83 | $24.0K | 0.05% | +1+1.2% | Added |
| CoreFirst Bank & Trust | 75 | $22.0K | 0.01% | 00.0% | Unchanged |
| Holloway Wealth Management, LLC | – | $21.0K | 0.01% | – | New |
| Paragon Wealth Strategies, LLC | 68 | $20.0K | 0.01% | +68 | New |
| Tortoise Investment Management, LLC | 65 | $19.0K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 60 | $17.0K | 0.01% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 56 | $16.0K | 0.01% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 54 | $16.0K | 0.00% | +21+63.6% | Added |
| Hanson & Doremus Investment Management | 75 | $15.0K | 0.00% | −235−75.8% | Reduced |
| Leelyn Smith, LLC | 38 | $11.0K | 0.00% | −60−61.2% | Reduced |
| Advocacy Wealth Management Services, LLC | 31 | $9.00K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 24 | $7.00K | 0.00% | −6−20.0% | Reduced |
| Advanced Research Investment Solutions, LLC | 25 | $7.00K | 0.01% | 00.0% | Unchanged |
| Lake Point Wealth Management | 25 | $7.00K | 0.00% | +25 | New |
| Corsicana & Co. | 25 | $7.00K | 0.00% | +25 | New |
| FormulaFolio Investments, LLC | 19 | $6.00K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 16 | $5.00K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 14 | $4.00K | 0.01% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 11 | $3.00K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 15 | $3.00K | 0.00% | +13+650.0% | Added |
| Bellevue Asset Management, LLC | 9 | $3.00K | 0.00% | +9 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 10 | $3.00K | 0.00% | +10 | New |
| Arcadia Investment Advisors LLC | 8 | $2.33K | 0.00% | +8 | New |
| Ritter Daniher Financial Advisory, LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Paradigm, Strategies in Wealth Management, LLC | 7 | $2.00K | 0.00% | +2+40.0% | Added |
| Kelly Financial Services LLC | 8,161 | $28 | 0.00% | +8,033+6,275.8% | Added |
| RVW Wealth, LLC | 1,620 | $0 | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 14,347 | – | – | −3,289−18.6% | Reduced |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −645,002−100.0% | Sold out |
| Steadfast Capital Management LP | 0 | $0 | 0.00% | −600,937−100.0% | Sold out |
| Jericho Capital Asset Management L.P. | 0 | $0 | 0.00% | −478,375−100.0% | Sold out |
| Anglepoint Asset Management, Ltd. | 0 | $0 | 0.00% | −304,133−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −301,033−100.0% | Sold out |
| Marathon Asset Management LLP | 0 | $0 | 0.00% | −225,911−100.0% | Sold out |
| Appaloosa LPSuperinvestorAppaloosa | 0 | $0 | 0.00% | −175,000−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −175,426−100.0% | Sold out |
| EMS Capital LP | 0 | $0 | 0.00% | −124,360−100.0% | Sold out |
| Skye Global Management LP | 0 | $0 | 0.00% | −118,000−100.0% | Sold out |
| Scopus Asset Management, L.P. | 0 | $0 | 0.00% | −112,500−100.0% | Sold out |
