| James Investment Research Inc | 6 | $0 | 0.00% | −2,367−99.7% | Reduced |
| Raleigh Capital Management Inc. | 3 | $0 | 0.00% | −700−99.6% | Reduced |
| Professional Financial Advisors, LLC | 7 | $0 | 0.00% | −17−70.8% | Reduced |
| Ellis Investment Partners, LLC | 12 | $0 | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Robeco Schweiz AG | 49,682 | $0 | 0.00% | +49,682 | New |
| Dark Forest Capital Management LP | 3 | $0 | 0.00% | +3 | New |
| Laffer Tengler Investments | 3 | $209 | 0.00% | 00.0% | Unchanged |
| Karlinski Andrew C | 20 | $1.00K | 0.00% | −29−59.2% | Reduced |
| Cedar Wealth Management, LLC | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 9 | $1.00K | 0.00% | +9 | New |
| FSC Wealth Advisors, LLC | 21 | $1.00K | 0.01% | +21 | New |
| KB Financial Partners, LLC | 24 | $2.00K | 0.00% | −92−79.3% | Reduced |
| USA Financial Portformulas Corp | 22 | $2.00K | 0.00% | −67−75.3% | Reduced |
| Advanced Research Investment Solutions, LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 24 | $2.00K | 0.00% | −4−14.3% | Reduced |
| Level Financial Advisors, Inc. | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Life Planning Partners, Inc | 23 | $2.00K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 25 | $2.00K | 0.00% | +9+56.3% | Added |
| Syverson Strege & Co | 30 | $2.00K | 0.00% | +30 | New |
| Tfo-TDC, LLC | 23 | $2.00K | 0.00% | +23 | New |
| Studio Investment Management LLC | 35 | $2.00K | 0.00% | +35 | New |
| Legacy CG, LLC | 30 | $2.00K | 0.00% | +30 | New |
| China Universal Asset Management Co., Ltd. | 34 | $2.00K | 0.00% | +34 | New |
| Kelly Financial Services LLC | 38 | $2.65K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 38 | $2.65K | 0.00% | +38 | New |
| PFS Partners, LLC | 40 | $2.79K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 45 | $3.00K | 0.00% | −234−83.9% | Reduced |
| Carmichael Hill & Associates, Inc. | 44 | $3.00K | 0.00% | −84−65.6% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 43 | $3.00K | 0.00% | −18−29.5% | Reduced |
| Navigation Wealth Management, Inc. | 43 | $3.00K | 0.33% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 38 | $3.00K | 0.00% | 00.0% | Unchanged |
| Horizons Wealth Management | 29 | $3.00K | 0.00% | +29 | New |
| Stephens Consulting, LLC | 45 | $3.14K | 0.00% | 00.0% | Unchanged |
| Baron Financial Group, LLC | 55 | $3.84K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 51 | $4.00K | 0.00% | −260−83.6% | Reduced |
| Semmax Financial Advisors Inc. | 43 | $4.00K | 0.00% | −50−53.8% | Reduced |
| High Net Worth Advisory Group LLC | 63 | $4.00K | 0.00% | −15−19.2% | Reduced |
| Strategic Asset Management, LLC | 56 | $4.00K | 0.01% | −9−13.8% | Reduced |
| Western Pacific Wealth Management, LP | 71 | $4.00K | 0.00% | +5+7.6% | Added |
| Rock Creek Group, LP | 60 | $4.00K | 0.00% | +47+361.5% | Added |
| Schubert & Co | 52 | $4.00K | 0.00% | +43+477.8% | Added |
| Coston, McIsaac & Partners | 53 | $4.00K | 0.00% | +53 | New |
| WestEnd Advisors, LLC | 61 | $4.26K | 0.00% | – | – |
| CoreFirst Bank & Trust | 75 | $5.00K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 70 | $5.00K | 0.00% | 00.0% | Unchanged |
| Cardinal Capital Management, Inc. | 66 | $5.00K | 0.00% | +66 | New |
| Beacon Capital Management, Inc. | 75 | $5.00K | 0.00% | +75 | New |
| Sierra Capital LLC | 91 | $6.00K | 0.00% | +1+1.1% | Added |
| Tortoise Investment Management, LLC | 93 | $6.00K | 0.00% | +28+43.1% | Added |
| Fairfield Financial Advisors, LTD | 87 | $6.08K | 0.00% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 100 | $7.00K | 0.00% | −33,541−99.7% | Reduced |
| Roble, Belko & Company, Inc | 107 | $7.00K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 112 | $8.00K | 0.00% | −305−73.1% | Reduced |
| PYA Waltman Capital, LLC | 111 | $8.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 122 | $8.52K | 0.00% | +122 | New |
| Grayhawk Investment Strategies Inc. | 101 | $9.00K | 0.00% | +101 | New |
| Financial Synergies Wealth Advisors, Inc. | 135 | $9.43K | 0.00% | +135 | New |
| Rockbridge Investment Management, LCC | 138 | $9.64K | 0.00% | −106−43.4% | Reduced |
| Private Ocean, LLC | 155 | $10.0K | 0.00% | −50−24.4% | Reduced |
| Maryland Capital Advisors Inc. | 146 | $10.0K | 0.01% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 141 | $10.0K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 163 | $11.0K | 0.00% | −75−31.5% | Reduced |
| Ten Capital Wealth Advisors, LLC | 160 | $11.0K | 0.00% | −77−32.5% | Reduced |
| Baldrige Asset Management LLC | 160 | $11.0K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 156 | $11.0K | 0.01% | 00.0% | Unchanged |
| Lansing Street Advisors | 153 | $11.0K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 162 | $11.0K | 0.00% | +62+62.0% | Added |
| Performa Ltd (US), LLC | 180 | $13.0K | 0.01% | +180 | New |
| Arlington Partners LLC | 198 | $14.0K | 0.00% | −2,357−92.3% | Reduced |
| Capital Directions Investment Advisors, LLC | 205 | $14.0K | 0.00% | −114−35.7% | Reduced |
| PrairieView Partners, LLC | 200 | $14.0K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 200 | $14.0K | 0.00% | 00.0% | Unchanged |
| Siena Capital LLC | 200 | $14.0K | 0.01% | 00.0% | Unchanged |
| Bivin & Associates, Inc. | 201 | $14.0K | 0.02% | +8+4.1% | Added |
| Worth Asset Management, LLC | 199 | $14.0K | 0.01% | −9−4.3% | Reduced |
| Better Money Decisions, LLC | 205 | $14.0K | 0.01% | +205 | New |
| Axim Planning & Wealth | 202 | $14.0K | 0.01% | +202 | New |
| Ci Investments Inc. | 210 | $15.0K | 0.00% | −192,151−99.9% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 216 | $15.0K | 0.01% | −28−11.5% | Reduced |
| Curi Capital | 212 | $15.0K | 0.00% | −24−10.2% | Reduced |
| Cordasco Financial Network | 221 | $15.0K | 0.01% | +12+5.7% | Added |
| Lumature Wealth Partners, LLC | 210 | $15.0K | 0.01% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 228 | $16.0K | 0.01% | −230−50.2% | Reduced |
| HighMark Wealth Management LLC | 230 | $16.0K | 0.01% | −35−13.2% | Reduced |
| Howe & Rusling Inc | 231 | $16.0K | 0.00% | +64+38.3% | Added |
| Duncker Streett & Co Inc | 246 | $17.0K | 0.00% | −11,091−97.8% | Reduced |
| Tradewinds Capital Management, LLC | 246 | $17.0K | 0.01% | −977−79.9% | Reduced |
| Resolute Partners Group | 250 | $17.0K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 257 | $18.0K | 0.00% | −35−12.0% | Reduced |
| Gould Capital, LLC | 260 | $18.0K | 0.01% | +8+3.2% | Added |
| Activest Wealth Management | 262 | $18.0K | 0.01% | +102+63.7% | Added |
| Costello Asset Management, INC | 278 | $19.0K | 0.02% | −696−71.5% | Reduced |
| IAG Wealth Partners, LLC | 275 | $19.0K | 0.01% | −243−46.9% | Reduced |
| Atlas Capital Advisors LLC | 279 | $19.5K | 0.00% | +125+81.2% | Added |
| Graves-Light Private Wealth Management, Inc. | 287 | $20.0K | 0.00% | 00.0% | Unchanged |