| VitalStone Financial, LLC | 4 | $0 | 0.00% | −100−96.2% | Reduced |
| McClarren Financial Advisors, Inc. | 11 | $0 | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 3 | $0 | 0.00% | +3 | New |
| Summit Wealth Group, LLC | 21,471 | $0 | 0.00% | +21,471 | New |
| Carolina Wealth Advisors, LLC | 2 | $157 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 5 | $407 | 0.00% | 00.0% | Unchanged |
| 25 LLC | 6 | $471 | 0.00% | +6 | New |
| Bellwether Advisors, LLC | 10 | $783 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 11 | $851 | 0.00% | −15−57.7% | Reduced |
| Tfo-TDC, LLC | 11 | $862 | 0.00% | −3−21.4% | Reduced |
| GeoWealth Management, LLC | 16 | $1.00K | 0.00% | −4,688−99.7% | Reduced |
| RE Dickinson Investment Advisors, LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 9 | $1.00K | 0.00% | +9 | New |
| PSI Advisors, LLC | 15 | $1.18K | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 15 | $1.18K | 0.00% | +15 | New |
| Financial Synergies Wealth Advisors, Inc. | 18 | $1.41K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 24 | $1.88K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 29 | $2.27K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 35 | $2.70K | 0.00% | −6−14.6% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 36 | $2.86K | 0.00% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 38 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 41 | $3.21K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 44 | $3.41K | 0.00% | +44 | New |
| Anchor Investment Management, LLC | 50 | $3.92K | 0.00% | +50 | New |
| True Wealth Design, LLC | 51 | $4.00K | 0.00% | +34+200.0% | Added |
| Rocky Mountain Advisers, LLC | 46 | $4.00K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 62 | $4.00K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 53 | $4.16K | 0.00% | +1+1.9% | Added |
| Highline Wealth Partners LLC | 56 | $4.39K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 58 | $4.54K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 72 | $5.67K | 0.00% | +48+200.0% | Added |
| Barrett & Company, Inc. | 74 | $5.80K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 79 | $6.19K | 0.00% | +79 | New |
| SJS Investment Consulting Inc. | 86 | $6.74K | 0.00% | −5−5.5% | Reduced |
| Disciplined Investments, LLC | 88 | $6.90K | 0.00% | −10−10.2% | Reduced |
| Orion Capital Management LLC | 88 | $6.90K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 89 | $6.97K | 0.00% | +24+36.9% | Added |
| Ten Capital Wealth Advisors, LLC | 89 | $6.97K | 0.00% | +89 | New |
| ClariVest Asset Management LLC | 91 | $7.00K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 100 | $7.84K | 0.00% | −63−38.7% | Reduced |
| Granite FO LLC | 102 | $8.04K | 0.00% | −905−89.9% | Reduced |
| Sittner & Nelson, LLC | 105 | $8.23K | 0.00% | +105 | New |
| Gleason Group, Inc. | 113 | $8.89K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 121 | $9.00K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 116 | $9.09K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 116 | $9.09K | 0.00% | +116 | New |
| Princeton Global Asset Management LLC | 117 | $9.17K | 0.00% | 00.0% | Unchanged |
| Morgan Dempsey Capital Management LLC | 122 | $9.56K | 0.00% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 122 | $9.56K | 0.06% | +122 | New |
| West Branch Capital LLC | 125 | $9.79K | 0.01% | 00.0% | Unchanged |
| Syverson Strege & Co | 131 | $10.3K | 0.00% | +131 | New |
| Carmichael Hill & Associates, Inc. | 140 | $11.0K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 142 | $11.1K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 148 | $11.6K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 150 | $11.8K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 150 | $11.8K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 158 | $12.0K | 0.00% | +158 | New |
| Raleigh Capital Management Inc. | 156 | $12.2K | 0.01% | +76+95.0% | Added |
| Private Ocean, LLC | 157 | $12.3K | 0.00% | −253−61.7% | Reduced |
| Abound Wealth Management | 161 | $12.6K | 0.01% | +42+35.3% | Added |
| Northwest Investment Counselors, LLC | 166 | $13.0K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 188 | $14.7K | 0.01% | +188 | New |
| Creative Capital Management Investments LLC | 190 | $14.9K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 194 | $15.2K | 0.00% | −150−43.6% | Reduced |
| Creative Financial Designs Inc | 195 | $15.3K | 0.00% | +1+0.5% | Added |
| Peoples Financial Services Corp. | 200 | $15.7K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 200 | $15.7K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 200 | $16.0K | 0.01% | +200 | New |
| Schubert & Co | 207 | $16.2K | 0.01% | −17−7.6% | Reduced |
| AllSquare Wealth Management LLC | 207 | $16.2K | 0.01% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 210 | $16.5K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 221 | $17.3K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 223 | $17.5K | 0.00% | −129,504−99.8% | Reduced |
| Clean Yield Group | 242 | $19.0K | 0.01% | −155−39.0% | Reduced |
| Pin Oak Investment Advisors Inc | 248 | $19.0K | 0.02% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 258 | $20.0K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 263 | $20.6K | 0.01% | 00.0% | Unchanged |
| Garda Capital Partners LP | 263 | $20.6K | 0.02% | +263 | New |
| Wolff Wiese Magana LLC | 267 | $20.9K | 0.02% | −250−48.4% | Reduced |
| City State Bank | 266 | $21.0K | 0.01% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 269 | $21.1K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 270 | $21.2K | 0.01% | 00.0% | Unchanged |
| Rock Creek Group, LP | 278 | $21.8K | 0.00% | +278 | New |
| Manitou Investment Management Ltd. | 278 | $21.8K | 0.01% | +278 | New |
| Financial Perspectives, Inc | 284 | $22.3K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 292 | $22.9K | 0.01% | −62−17.5% | Reduced |
| Winch Advisory Services, LLC | 288 | $23.0K | 0.01% | −75−20.7% | Reduced |
| Westside Investment Management, Inc. | 300 | $23.5K | 0.01% | 00.0% | Unchanged |
| United Community Bank | 306 | $24.0K | 0.02% | −169−35.6% | Reduced |
| New Millennium Group LLC | 306 | $24.0K | 0.02% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 307 | $24.1K | 0.01% | +27+9.6% | Added |
| Tucker Asset Management LLC | 316 | $24.8K | 0.01% | −7−2.2% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 321 | $25.0K | 0.01% | +321 | New |
| Cassady Schiller Wealth Management, LLC | 330 | $25.9K | 0.01% | −520−61.2% | Reduced |
| ICA Group Wealth Management, LLC | 340 | $26.6K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 349 | $27.0K | 0.00% | +9+2.6% | Added |
| Boyd Watterson Asset Management LLC | 361 | $28.3K | 0.01% | −50−12.2% | Reduced |
| Fortis Capital Advisors, LLC | 372 | $29.1K | 0.02% | −39−9.5% | Reduced |
| Investors Research Corp | 379 | $29.7K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 382 | $29.9K | 0.01% | 00.0% | Unchanged |