| State of Wyoming | 1 | $0 | 0.00% | −136−99.3% | Reduced |
| WestEnd Advisors, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Spartan Planning & Wealth Management | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 20 | $0 | 0.00% | +20 | New |
| Financial Synergies Wealth Advisors, Inc. | 1 | $187 | 0.00% | +1 | New |
| Halpern Financial, Inc. | 2 | $367 | 0.00% | −147−98.7% | Reduced |
| USA Financial Portformulas Corp | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 5 | $1.00K | 0.00% | +5 | New |
| Loomis Sayles & Co L P | 13 | $2.00K | 0.00% | −155−92.3% | Reduced |
| Insight Financial Services | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 14 | $2.00K | 0.00% | +14 | New |
| Paragon Wealth Strategies, LLC | 11 | $2.00K | 0.00% | +11 | New |
| PFG Private Wealth Management, LLC | 14 | $2.00K | 0.00% | +14 | New |
| De Burlo Group Inc | 20 | $2.97K | 0.00% | +20 | New |
| Selective Wealth Management, Inc. | 18 | $3.00K | 0.00% | −182−91.0% | Reduced |
| Cribstone Capital Management, LLC | 23 | $3.00K | 0.00% | −12−34.3% | Reduced |
| West Bancorporation Inc | 19 | $3.00K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 21 | $3.00K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 18 | $3.00K | 0.00% | −2−10.0% | Reduced |
| Providence Capital Advisors, LLC | 28 | $4.00K | 0.00% | −20,726−99.9% | Reduced |
| Members Capital Advisors Inc | 30 | $4.00K | 0.00% | −7,800−99.6% | Reduced |
| Goodwin Investment Advisory | 26 | $4.00K | 0.00% | −36−58.1% | Reduced |
| Kessler Investment Group, LLC | 28 | $4.00K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 29 | $4.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 26 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 24 | $4.00K | 0.00% | 00.0% | Unchanged |
| China Universal Asset Management Co., Ltd. | 29 | $4.00K | 0.00% | +29 | New |
| Fairfield Financial Advisors, LTD | 31 | $4.59K | 0.00% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 33 | $5.00K | 0.00% | −1−2.9% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 33 | $5.00K | 0.00% | +23+230.0% | Added |
| Global Financial Private Client, LLC | 39 | $5.92K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 43 | $6.00K | 0.00% | −42,601−99.9% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 40 | $6.00K | 0.00% | +40 | New |
| Miller Wealth Advisors, LLC | 50 | $7.00K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 49 | $7.00K | 0.00% | +1+2.1% | Added |
| Stuart Chaussee & Associates, Inc. | 45 | $7.00K | 0.02% | 00.0% | Unchanged |
| PFS Partners, LLC | 47 | $7.04K | 0.01% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 50 | $7.42K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 51 | $7.57K | 0.00% | −7−12.1% | Reduced |
| Cetera Advisors LLC | 53,904 | $8.00K | 0.00% | +18,526+52.4% | Added |
| Morgan Dempsey Capital Management LLC | 57 | $8.00K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 55 | $8.00K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 53 | $8.00K | 0.00% | +7+15.2% | Added |
| Itau Unibanco Holding S.A. | 57 | $8.00K | 0.00% | +57 | New |
| WD Rutherford LLC | 55 | $8.00K | 0.01% | +55 | New |
| Strengthening Families & Communities, LLC | 67 | $9.00K | 0.00% | +21+45.7% | Added |
| Atwood & Palmer Inc | 61 | $9.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 61 | $9.00K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 62 | $9.00K | 0.00% | +1+1.6% | Added |
| Strategic Asset Management, LLC | 59 | $9.00K | 0.02% | 00.0% | Unchanged |
| First Financial Corp | 74 | $11.0K | 0.01% | +9+13.8% | Added |
| Highline Wealth Partners LLC | 78 | $11.6K | 0.01% | +78 | New |
| Semmax Financial Advisors Inc. | 78 | $12.0K | 0.01% | +1+1.3% | Added |
| Lowe Wealth Advisors, LLC | 90 | $13.0K | 0.01% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 89 | $13.0K | 0.00% | +1+1.1% | Added |
| KB Financial Partners, LLC | 86 | $13.0K | 0.00% | +86 | New |
| Legend Financial Advisors, Inc. | 89 | $13.2K | 0.01% | +89 | New |
| Baillie Gifford & Co | 97 | $14.0K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 100 | $14.8K | 0.01% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 103 | $15.0K | 0.00% | 00.0% | Unchanged |
| Savior LLC | 100 | $15.0K | 0.01% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 115 | $16.0K | 0.02% | −140−54.9% | Reduced |
| Rock Creek Group, LP | 107 | $16.0K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 108 | $16.0K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 111 | $16.0K | 0.01% | +55+98.2% | Added |
| Truvestments Capital LLC | 115 | $17.0K | 0.01% | 00.0% | Unchanged |
| Syverson Strege & Co | 122 | $18.0K | 0.01% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 121 | $18.0K | 0.01% | +60+98.4% | Added |
| Aspire Private Capital, LLC | 125 | $19.0K | 0.01% | −48−27.7% | Reduced |
| Emerald Advisers, LLC | 130 | $19.0K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 127 | $19.0K | 0.02% | +1+0.8% | Added |
| Johnson Midwest Financial, LLC | 129 | $19.0K | 0.07% | +44+51.8% | Added |
| IAG Wealth Partners, LLC | 127 | $19.0K | 0.01% | +97+323.3% | Added |
| Cetera Investment Advisers | 131,562 | $20.0K | 0.00% | +45,906+53.6% | Added |
| RE Dickinson Investment Advisors, LLC | 134 | $20.0K | 0.02% | −49−26.8% | Reduced |
| Iron Horse Wealth Management, LLC | 132 | $20.0K | 0.03% | −49−27.1% | Reduced |
| Capital Advisors, Ltd. LLC | 135 | $20.0K | 0.00% | +67+98.5% | Added |
| Abound Wealth Management | 138 | $20.4K | 0.01% | +138 | New |
| Knott David M Jr | 139 | $21.0K | 0.01% | 00.0% | Unchanged |
| Arrow Financial Corp | 146 | $22.0K | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 146 | $22.0K | 0.02% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 157 | $23.0K | 0.00% | −452−74.2% | Reduced |
| Country Trust Bank | 158 | $23.0K | 0.00% | −67−29.8% | Reduced |
| Navigation Wealth Management, Inc. | 157 | $23.0K | 2.48% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 1,962,787 | $24.0K | 0.01% | +1,949,465+14,633.4% | Added |
| Retirement Group, LLC | 159 | $24.0K | 0.02% | −137−46.3% | Reduced |
| West Branch Capital LLC | 164 | $24.0K | 0.01% | 00.0% | Unchanged |
| Schubert & Co | 164 | $24.0K | 0.02% | +74+82.2% | Added |
| Ellis Investment Partners, LLC | 167 | $24.0K | 0.01% | +101+153.0% | Added |
| Kenfarb & Co. | 160 | $24.0K | 0.02% | +160 | New |
| Disciplina Capital Management LLC | 169 | $25.1K | 0.01% | +1+0.6% | Added |
| Atlantic Trust, LLC | 178 | $26.0K | 0.01% | +178 | New |
| Kelly Financial Services LLC | 177 | $26.3K | 0.02% | +12+7.3% | Added |