| Aspire Private Capital, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 4 | $0 | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 3 | $331 | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 9 | $1.00K | 0.00% | +9 | New |
| ETF Managers Group, LLC | 11 | $1.00K | 0.00% | +11 | New |
| WestEnd Advisors, LLC | – | $1.10K | 0.00% | – | – |
| Tucker Asset Management LLC | 11 | $1.17K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 23 | $2.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 19 | $2.00K | 0.00% | +19 | New |
| Clear Investment Research, LLC | 25 | $3.00K | 0.00% | −2−7.4% | Reduced |
| Filbrandt Wealth Management, LLC | 36 | $4.00K | 0.00% | −199−84.7% | Reduced |
| Turim 21 Investimentos Ltda. | 43 | $5.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 41 | $5.00K | 0.00% | 00.0% | Unchanged |
| Cardinal Capital Management, Inc. | 42 | $5.00K | 0.00% | +42 | New |
| Cordant, Inc. | 44 | $5.00K | 0.00% | +44 | New |
| Navigation Wealth Management, Inc. | 43 | $5.00K | 0.03% | +43 | New |
| Core Wealth Advisors, Inc. | 50 | $6.00K | 0.00% | −70−58.3% | Reduced |
| Stephenson National Bank & Trust | 67 | $7.00K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 60 | $7.00K | 0.00% | +15+33.3% | Added |
| Herold Advisors, Inc. | 69 | $7.00K | 0.00% | +69 | New |
| Corbenic Partners LLC | 75 | $8.00K | 0.00% | −50−40.0% | Reduced |
| Guidance Point Advisors, LLC | 77 | $8.00K | 0.00% | +77 | New |
| IMA Wealth, Inc. | 78 | $9.00K | 0.00% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 90 | $10.0K | 0.01% | 00.0% | Unchanged |
| Rational Advisors LLC | 87 | $10.0K | 0.00% | +87 | New |
| ClariVest Asset Management LLC | 103 | $11.0K | 0.00% | −5,900−98.3% | Reduced |
| McCarthy Asset Management, Inc. | 99 | $11.0K | 0.01% | −1,583−94.1% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 98 | $11.0K | 0.00% | 00.0% | Unchanged |
| Ironwood Financial, llc | 102 | $11.0K | 0.00% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 110 | $12.0K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 108 | $12.0K | 0.00% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 109 | $12.0K | 0.00% | +109 | New |
| Atticus Wealth Management, LLC | 116 | $13.0K | 0.01% | −371−76.2% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 116 | $13.0K | 0.00% | +2+1.8% | Added |
| Baron Financial Group, LLC | 120 | $13.2K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 123 | $13.6K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 138 | $15.0K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 135 | $15.0K | 0.00% | +13+10.7% | Added |
| Financial Perspectives, Inc | 143 | $15.7K | 0.01% | +1+0.7% | Added |
| Edge Wealth Management LLC | 145 | $16.0K | 0.00% | +62+74.7% | Added |
| Wealthstreet Investment Advisors, LLC | 150 | $17.0K | 0.47% | −1,950−92.9% | Reduced |
| Consolidated Planning Corp | 151 | $17.0K | 0.01% | +151 | New |
| Estabrook Capital Management | 168 | $18.5K | 0.00% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 177 | $19.0K | 0.01% | −25−12.4% | Reduced |
| Timber Creek Capital Management LLC | 178 | $19.0K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 181 | $20.0K | 0.01% | −5−2.7% | Reduced |
| Gladius Capital Management LP | 181 | $20.0K | 0.01% | +31+20.7% | Added |
| Ibex Wealth Advisors | 182 | $20.0K | 0.00% | +182 | New |
| Vigilant Capital Management, LLC | 194 | $21.0K | 0.00% | −1,800−90.3% | Reduced |
| Centerpoint Advisors, LLC | 193 | $21.0K | 0.01% | +29+17.7% | Added |
| Ogorek Anthony Joseph | 200 | $22.0K | 0.01% | 00.0% | Unchanged |
| M&R Capital Management Inc | 200 | $22.0K | 0.00% | 00.0% | Unchanged |
| Jackson Wealth Management, LLC | 34,407 | $23.0K | 0.28% | +627+1.9% | Added |
| Deane Retirement Strategies, Inc. | 206 | $23.0K | 0.01% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 207 | $23.0K | 0.02% | +162+360.0% | Added |
| PrairieView Partners, LLC | 216 | $24.0K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 284 | $24.0K | 0.02% | +284 | New |
| Wagner Wealth Management, LLC | 239 | $25.0K | 0.02% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 223 | $25.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 231 | $25.0K | 0.01% | +231 | New |
| Emfo, LLC | 240 | $26.0K | 0.02% | 00.0% | Unchanged |
| TD Capital Management LLC | 234 | $26.0K | 0.00% | +1+0.4% | Added |
| NewSquare Capital LLC | 242 | $27.0K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 255 | $28.0K | 0.02% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 262 | $28.9K | 0.01% | −921−77.9% | Reduced |
| Focused Wealth Management, Inc | 266 | $29.0K | 0.00% | 00.0% | Unchanged |
| Cypress Point Wealth Management, LLC | 266 | $29.0K | 0.02% | +1+0.4% | Added |
| Acima Private Wealth, LLC | 261 | $29.0K | 0.01% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 275 | $30.0K | 0.00% | −117−29.8% | Reduced |
| CVA Family Office, LLC | 364 | $31.0K | 0.02% | −3,145−89.6% | Reduced |
| Capital Directions Investment Advisors, LLC | 290 | $32.0K | 0.01% | +290 | New |
| Avondale Wealth Management | 300 | $33.0K | 0.03% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 295 | $33.0K | 0.02% | 00.0% | Unchanged |
| Enterprise Trust & Investment Co | 297 | $33.0K | 0.01% | 00.0% | Unchanged |
| Resolute Partners Group | 295 | $33.0K | 0.00% | 00.0% | Unchanged |
| Zeit Capital LLC | 296 | $33.0K | 0.03% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 306 | $34.0K | 0.03% | −55−15.2% | Reduced |
| Moser Wealth Advisors, LLC | 319 | $35.0K | 0.02% | −150−32.0% | Reduced |
| Thompson Siegel & Walmsley LLC | 319 | $35.0K | 0.00% | 00.0% | Unchanged |
| Holloway Wealth Management, LLC | – | $35.0K | 0.01% | – | – |
| Pacific Center for Financial Services | 317 | $35.0K | 0.02% | 00.0% | Unchanged |
| MCF Advisors LLC | 316 | $35.0K | 0.00% | +44+16.2% | Added |
| American Research & Management Co. | 325 | $36.0K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 327 | $36.0K | 0.00% | +45+16.0% | Added |
| JJJ Advisors Inc. | 361 | $40.0K | 0.01% | +221+157.9% | Added |
| Penserra Capital Management LLC | 376 | $41.0K | 0.00% | −109−22.5% | Reduced |
| Antonetti Capital Management LLC | 375 | $41.0K | 0.03% | +375 | New |
| TFC Financial Management | 384 | $42.0K | 0.01% | 00.0% | Unchanged |
| US Asset Management LLC | 380 | $42.0K | 0.04% | +380 | New |
| Atlas Private Wealth Advisors | 388 | $43.0K | 0.02% | −29−7.0% | Reduced |
| Larson Financial Group LLC | 398 | $44.0K | 0.01% | −106−21.0% | Reduced |
| Kelly Lawrence W & Associates Inc | 400 | $44.0K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 400 | $44.0K | 0.05% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 400 | $44.0K | 0.01% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 430 | $44.0K | 0.00% | +430 | New |
| Clear Perspectives Financial Planning, LLC | 414 | $46.0K | 0.02% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 418 | $46.1K | 0.03% | −46,186−99.1% | Reduced |