| State of Wyoming | 3 | $0 | 0.00% | −1,452−99.8% | Reduced |
| Life Planning Partners, Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 3 | $230 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 8 | $611 | 0.00% | – | – |
| Sterling Investment Advisors, Ltd. | 15 | $1.00K | 0.00% | −19,053−99.9% | Reduced |
| Joseph P. Lucia & Associates, LLC | 7 | $1.00K | 0.00% | −45−86.5% | Reduced |
| Riggs Asset Managment Co. Inc. | 19 | $1.00K | 0.00% | −30−61.2% | Reduced |
| USA Financial Portformulas Corp | 14 | $1.00K | 0.00% | −34−70.8% | Reduced |
| Johnson Midwest Financial, LLC | 20 | $1.00K | 0.00% | +1+5.3% | Added |
| Kathleen S. Wright Associates Inc. | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 14 | $1.00K | 0.00% | +14 | New |
| Transamerica Financial Advisors, Inc. | 5 | $1.00K | 0.00% | +5 | New |
| PFS Partners, LLC | 16 | $1.24K | 0.00% | 00.0% | Unchanged |
| James Investment Research Inc | 31 | $2.00K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 26 | $2.00K | 0.00% | +3+13.0% | Added |
| Hallmark Capital Management Inc | 29 | $2.00K | 0.00% | +29 | New |
| BCR Wealth Strategies, LLC | 20 | $2.00K | 0.00% | +20 | New |
| Turim 21 Investimentos Ltda. | 43 | $3.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 44 | $3.00K | 0.00% | +7+18.9% | Added |
| Laurel Wealth Planning LLC | 34 | $3.00K | 0.00% | +34 | New |
| Win Advisors, Inc | 40 | $3.00K | 0.01% | +40 | New |
| Penserra Capital Management LLC | 64 | $4.00K | 0.00% | −200−75.8% | Reduced |
| Aspire Private Capital, LLC | 52 | $4.00K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 50 | $4.00K | 0.00% | +15+42.9% | Added |
| Beacon Capital Management, Inc. | 50 | $4.00K | 0.00% | +50 | New |
| Stephens Consulting, LLC | 56 | $4.28K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 67 | $5.00K | 0.00% | −379−85.0% | Reduced |
| Operose Advisors LLC | 60 | $5.00K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 59 | $5.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 65 | $5.00K | 0.00% | +24+58.5% | Added |
| Tfo-TDC, LLC | 62 | $5.00K | 0.00% | +62 | New |
| Tucker Asset Management LLC | 68 | $5.20K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 85 | $6.00K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 80 | $6.00K | 0.00% | +80 | New |
| Insight Inv LLC | 80 | $6.00K | 0.01% | +80 | New |
| Advanced Research Investment Solutions, LLC | 90 | $7.00K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 102 | $7.79K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 108 | $8.00K | 0.00% | −565−84.0% | Reduced |
| Corbenic Partners LLC | 111 | $8.00K | 0.00% | −110−49.8% | Reduced |
| Center for Financial Planning, Inc. | 108 | $8.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 103 | $8.00K | 0.00% | 00.0% | Unchanged |
| Heritage Financial Services, LLC | 105 | $8.00K | 0.00% | +105 | New |
| Family CFO Inc | 115 | $8.79K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 123 | $9.00K | 0.01% | −206−62.6% | Reduced |
| Hartford Financial Management Inc. | 122 | $9.00K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 119 | $9.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 116 | $9.00K | 0.01% | +39+50.6% | Added |
| Halpern Financial, Inc. | 119 | $9.09K | 0.00% | +119 | New |
| Baron Financial Group, LLC | 120 | $9.17K | 0.01% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 139 | $11.0K | 0.00% | −225−61.8% | Reduced |
| Cypress Capital Management LLC (WY) | 139 | $11.0K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 145 | $11.0K | 0.01% | +1+0.7% | Added |
| Timber Creek Capital Management LLC | 178 | $13.0K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 169 | $13.0K | 0.01% | 00.0% | Unchanged |
| John W. Brooker & Co., CPAs | 171 | $13.0K | 0.01% | +1+0.6% | Added |
| Hall Laurie J Trustee | 177 | $14.0K | 0.01% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 187 | $14.0K | 0.01% | +187 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 200 | $15.0K | 0.01% | −1,250−86.2% | Reduced |
| Cordasco Financial Network | 200 | $15.0K | 0.01% | −375−65.2% | Reduced |
| Charter Oak Capital Management, LLC | 196 | $15.0K | 0.00% | −19−8.8% | Reduced |
| Ogorek Anthony Joseph | 200 | $15.0K | 0.01% | 00.0% | Unchanged |
| M&R Capital Management Inc | 200 | $15.0K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 190 | $15.0K | 0.01% | 00.0% | Unchanged |
| Estabrook Capital Management | 205 | $15.7K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 216 | $16.0K | 0.02% | +1+0.5% | Added |
| Deane Retirement Strategies, Inc. | 206 | $16.0K | 0.01% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 206 | $16.0K | 0.01% | 00.0% | Unchanged |
| Kenfarb & Co. | 175 | $16.0K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 215 | $16.0K | 0.01% | +65+43.3% | Added |
| Castleview Partners, LLC | 769 | $16.1K | 0.02% | −1,248−61.9% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 226 | $17.3K | 0.00% | +226 | New |
| Emfo, LLC | 240 | $18.0K | 0.02% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 241 | $18.0K | 0.01% | +60+33.1% | Added |
| Carolina Wealth Advisors, LLC | 255 | $19.0K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 246 | $19.0K | 0.00% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 250 | $19.0K | 0.01% | +250 | New |
| Raffa Wealth Management, LLC | 250 | $19.1K | 0.01% | −250−50.0% | Reduced |
| Acima Private Wealth, LLC | 261 | $19.9K | 0.01% | 00.0% | Unchanged |
| Burleson & Company, LLC | 260 | $20.0K | 0.00% | −16−5.8% | Reduced |
| Kelly Financial Services LLC | 274 | $20.9K | 0.01% | −20−6.8% | Reduced |
| AdvisorShares Investments LLC | 281 | $21.0K | 0.01% | −40−12.5% | Reduced |
| Focused Wealth Management, Inc | 270 | $21.0K | 0.00% | +2+0.7% | Added |
| Steward Financial Group LLC | 275 | $21.0K | 0.02% | +53+23.9% | Added |
| Thompson Siegel & Walmsley LLC | 287 | $22.0K | 0.00% | −30−9.5% | Reduced |
| Blue Bell Private Wealth Management, LLC | 307 | $23.0K | 0.01% | −269−46.7% | Reduced |
| Avondale Wealth Management | 300 | $23.0K | 0.03% | −50−14.3% | Reduced |
| Legacy Bridge, LLC | 295 | $23.0K | 0.02% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 300 | $23.0K | 0.02% | 00.0% | Unchanged |
| Zeit Capital LLC | 296 | $23.0K | 0.02% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 317 | $24.0K | 0.01% | 00.0% | Unchanged |
| Enterprise Trust & Investment Co | 316 | $24.0K | 0.01% | +19+6.4% | Added |
| West Branch Capital LLC | 330 | $25.0K | 0.01% | −500−60.2% | Reduced |
| American Research & Management Co. | 325 | $25.0K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 332 | $25.0K | 0.02% | +2+0.6% | Added |
| Bell Investment Advisors, Inc | 331 | $25.0K | 0.01% | +331 | New |
| New Millennium Group LLC | 331 | $25.0K | 0.03% | +331 | New |
| Karlinski Andrew C | 339 | $26.0K | 0.04% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 363 | $28.0K | 0.02% | +363 | New |