| USA Financial Portformulas Corp | 4 | $1.00K | 0.00% | −80−95.2% | Reduced |
| Transamerica Financial Advisors, Inc. | 4 | $1.00K | 0.03% | 00.0% | Unchanged |
| CNB Bank | 5 | $1.00K | 0.00% | +5 | New |
| Karlinski Andrew C | 6 | $1.00K | 0.00% | +6 | New |
| WestEnd Advisors, LLC | 6 | $1.13K | 0.00% | – | – |
| Resolute Partners Group | 10 | $2.00K | 0.00% | −284−96.6% | Reduced |
| Kessler Investment Group, LLC | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Aquire Wealth Advisors, LLC | 8 | $2.00K | 0.00% | +8 | New |
| Strategic Asset Management, LLC | 10 | $2.00K | 0.00% | +10 | New |
| Western Pacific Wealth Management, LP | 11 | $2.00K | 0.00% | +11 | New |
| Tyler-Stone Wealth Management | 8 | $2.00K | 0.00% | +8 | New |
| James Investment Research Inc | 16 | $3.00K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 16 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 14 | $3.00K | 0.00% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 19 | $3.58K | 0.00% | 00.0% | Unchanged |
| Corbenic Partners LLC | 23 | $4.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 26 | $4.00K | 0.00% | +26 | New |
| Ten Capital Wealth Advisors, LLC | 28 | $5.00K | 0.00% | −152−84.4% | Reduced |
| Freedman Financial Associates, Inc. | 29 | $5.00K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 28 | $5.00K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 24 | $5.00K | 0.00% | +24 | New |
| Shore Point Advisors, LLC | 25 | $5.00K | 0.00% | +25 | New |
| Private Ocean, LLC | 34 | $6.00K | 0.00% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 33 | $6.00K | 0.00% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 36 | $7.00K | 0.00% | −1−2.7% | Reduced |
| Edge Wealth Management LLC | 39 | $7.00K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory, LLC | 35 | $7.00K | 0.00% | −3−7.9% | Reduced |
| KB Financial Partners, LLC | 36 | $7.00K | 0.00% | +36 | New |
| Kelly Financial Services LLC | 38 | $7.16K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 44 | $8.00K | 0.00% | 00.0% | Unchanged |
| Barnett & Company, Inc. | 40 | $8.00K | 0.01% | +40 | New |
| Warner Financial, Inc | 44 | $8.00K | 0.01% | +44 | New |
| HighMark Wealth Management LLC | 48 | $9.00K | 0.01% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 46 | $9.00K | 0.00% | +46 | New |
| Retirement Group, LLC | 50 | $9.00K | 0.00% | +50 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 57 | $9.00K | 0.01% | +57 | New |
| True Link Financial Advisors, LLC | 52 | $10.0K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 52 | $10.0K | 0.00% | +20+62.5% | Added |
| American State Bank (Iowa) | 55 | $10.4K | 0.01% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 57 | $11.0K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 57 | $11.0K | 0.01% | +57 | New |
| Rise Advisors, LLC | 66 | $12.4K | 0.01% | +66 | New |
| Annapolis Financial Services, LLC | 71 | $13.0K | 0.00% | +35+97.2% | Added |
| Atwood & Palmer Inc | 71 | $13.0K | 0.00% | +50+238.1% | Added |
| Holloway Wealth Management, LLC | – | $14.0K | 0.00% | – | – |
| HC Financial Advisors Inc | 75 | $14.0K | 0.01% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 75 | $14.0K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 80 | $15.0K | 0.00% | +80 | New |
| Glen Eagle Advisors, LLC | 80 | $15.1K | 0.00% | −165−67.3% | Reduced |
| Orion Capital Management LLC | 86 | $16.0K | 0.01% | 00.0% | Unchanged |
| Dixon Hughes Goodman Wealth Advisors LLC | 83 | $16.0K | 0.01% | +83 | New |
| RGT Wealth Advisors, LLC | 90 | $17.0K | 0.00% | +90 | New |
| United Community Bank | 94 | $17.7K | 0.02% | +94 | New |
| Larson Financial Group LLC | 101 | $19.0K | 0.00% | −500−83.2% | Reduced |
| Cranbrook Wealth Management, LLC | 99 | $19.0K | 0.00% | −217−68.7% | Reduced |
| AlphaMark Advisors, LLC | 101 | $19.0K | 0.01% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 100 | $19.0K | 0.01% | 00.0% | Unchanged |
| Bray Capital Advisors | 100 | $19.0K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 105 | $20.0K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 106 | $20.0K | 0.01% | +31+41.3% | Added |
| TSFG, LLC | 113 | $21.0K | 0.01% | 00.0% | Unchanged |
| Harding Loevner LP | 115 | $22.0K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 127 | $23.0K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 133 | $25.0K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 132 | $25.0K | 0.01% | +132 | New |
| Dark Forest Capital Management LP | 139 | $26.0K | 0.01% | −42−23.2% | Reduced |
| American Research & Management Co. | 136 | $26.0K | 0.01% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 139 | $26.0K | 0.02% | +139 | New |
| GeoWealth Management, LLC | 146 | $28.0K | 0.00% | +1+0.7% | Added |
| Hoese & Co LLP | 147 | $28.0K | 0.03% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 149 | $28.0K | 0.01% | +67+81.7% | Added |
| Life Planning Partners, Inc | 150 | $28.0K | 0.03% | +150 | New |
| Leelyn Smith, LLC | 153 | $29.0K | 0.01% | −78−33.8% | Reduced |
| Rather & Kittrell, Inc. | 163 | $30.0K | 0.03% | +163 | New |
| Widmann Financial Services, Inc. | 161 | $30.0K | 0.02% | +161 | New |
| Horan Securities, Inc. | 168 | $32.0K | 0.02% | +168 | New |
| IAG Wealth Partners, LLC | 196 | $37.0K | 0.01% | +75+62.0% | Added |
| Sandy Cove Advisors, LLC | 197 | $37.0K | 0.03% | +197 | New |
| Delta Asset Management LLC | 203 | $38.0K | 0.00% | −33−14.0% | Reduced |
| Blue Bell Private Wealth Management, LLC | 200 | $38.0K | 0.01% | +200 | New |
| Bell Investment Advisors, Inc | 205 | $39.0K | 0.01% | −55−21.2% | Reduced |
| Sugarloaf Wealth Management, LLC | 209 | $39.0K | 0.01% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 211 | $39.0K | 0.02% | +211 | New |
| Baron Financial Group, LLC | 211 | $39.8K | 0.02% | +1+0.5% | Added |
| Barrett Asset Management, LLC | 216 | $41.0K | 0.00% | +136+170.0% | Added |
| Costello Asset Management, INC | 230 | $43.0K | 0.03% | +5+2.2% | Added |
| First National Bank of South Miami | 229 | $43.0K | 0.03% | +200+689.7% | Added |
| Mascoma Wealth Management LLC | 228 | $43.0K | 0.01% | +208+1,040.0% | Added |
| Bellevue Asset Management, LLC | 233 | $44.0K | 0.03% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 238 | $45.0K | 0.00% | −35−12.8% | Reduced |
| Key Financial Inc | 241 | $45.0K | 0.02% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 241 | $45.0K | 0.04% | +165+217.1% | Added |
| Lloyd Advisory Services, LLC. | 246 | $46.0K | 0.02% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 246 | $46.0K | 0.01% | +71+40.6% | Added |
| Rockbridge Investment Management, LCC | 256 | $48.0K | 0.01% | 00.0% | Unchanged |
| Curi Capital | 274 | $51.0K | 0.01% | +274 | New |
| MUFG Securities EMEA plc | 274 | $52.0K | 0.00% | −50,000−99.5% | Reduced |