| NewSquare Capital LLC | 2 | $0 | 0.00% | −454−99.6% | Reduced |
| Western Pacific Wealth Management, LP | 8 | $1.00K | 0.00% | −3−27.3% | Reduced |
| Transamerica Financial Advisors, Inc. | 4 | $1.00K | 0.04% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Karlinski Andrew C | 4 | $1.00K | 0.00% | −2−33.3% | Reduced |
| Marquette Asset Management, LLC | 4 | $1.00K | 0.00% | +4 | New |
| J.Safra Asset Management Corp | 222 | $1.00K | 0.02% | +222 | New |
| CFS Investment Advisory Services, LLC | 111,739 | $1.00K | 0.00% | +111,739 | New |
| WestEnd Advisors, LLC | – | $1.28K | 0.00% | – | – |
| WR Wealth Planners, LLC | 8 | $1.47K | 0.00% | +8 | New |
| 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 |
| Strategic Asset Management, LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 12 | $2.00K | 0.00% | +12 | New |
| Cribstone Capital Management, LLC | 10 | $2.00K | 0.00% | +10 | New |
| Lloyd Advisory Services, LLC. | 17 | $3.00K | 0.00% | −229−93.1% | Reduced |
| KB Financial Partners, LLC | 14 | $3.00K | 0.00% | −22−61.1% | Reduced |
| Private Ocean, LLC | 18 | $3.00K | 0.00% | −16−47.1% | Reduced |
| James Investment Research Inc | 18 | $3.00K | 0.00% | +2+12.5% | Added |
| Core Wealth Advisors, Inc. | 16 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 14 | $3.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 17 | $3.00K | 0.00% | +17 | New |
| Cedar Wealth Management, LLC | 24 | $4.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 26 | $5.00K | 0.00% | −1,475−98.3% | Reduced |
| Global Trust Asset Management, LLC | 28 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 28 | $5.00K | 0.00% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 29 | $5.00K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 25 | $5.00K | 0.00% | +25 | New |
| Glen Eagle Advisors, LLC | 30 | $5.50K | 0.00% | −50−62.5% | Reduced |
| Ritter Daniher Financial Advisory, LLC | 35 | $6.00K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 38 | $6.97K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 36 | $7.00K | 0.00% | −35−49.3% | Reduced |
| Rise Advisors, LLC | 46 | $8.00K | 0.01% | −20−30.3% | Reduced |
| HighMark Wealth Management LLC | 48 | $9.00K | 0.01% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 54 | $10.0K | 0.00% | −45−45.5% | Reduced |
| Alaethes Wealth LLC | 57 | $10.0K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 57 | $10.0K | 0.01% | 00.0% | Unchanged |
| First Bank & Trust | 52 | $10.0K | 0.00% | 00.0% | Unchanged |
| American State Bank (Iowa) | 55 | $10.1K | 0.01% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 60 | $11.0K | 0.00% | +60 | New |
| Retirement Group, LLC | 64 | $12.0K | 0.00% | +14+28.0% | Added |
| Ellis Investment Partners, LLC | 76 | $13.0K | 0.00% | +1+1.3% | Added |
| Atwood & Palmer Inc | 71 | $13.0K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 71 | $13.0K | 0.01% | +45+173.1% | Added |
| Advanced Research Investment Solutions, LLC | 77 | $14.0K | 0.01% | −778−91.0% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 77 | $14.0K | 0.01% | −23−23.0% | Reduced |
| HC Financial Advisors Inc | 75 | $14.0K | 0.01% | 00.0% | Unchanged |
| Holloway Wealth Management, LLC | – | $14.0K | 0.00% | – | – |
| Macroview Investment Management LLC | 77 | $14.0K | 0.02% | +77 | New |
| Sierra Capital LLC | 80 | $15.0K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 86 | $16.0K | 0.01% | 00.0% | Unchanged |
| United Community Bank | 94 | $17.2K | 0.02% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 96 | $18.0K | 0.01% | −3,210−97.1% | Reduced |
| Interactive Financial Advisors | 100 | $18.0K | 0.01% | −1,628−94.2% | Reduced |
| Bray Capital Advisors | 100 | $18.0K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 100 | $18.0K | 0.03% | +100 | New |
| AllSquare Wealth Management LLC | 104 | $19.0K | 0.01% | −250−70.6% | Reduced |
| Harding Loevner LP | 115 | $19.0K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 105 | $19.0K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 106 | $19.0K | 0.01% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 102 | $19.0K | 0.01% | +1+1.0% | Added |
| Dixon Hughes Goodman Wealth Advisors LLC | 104 | $19.0K | 0.01% | +21+25.3% | Added |
| Power Corp of Canada | 103 | $19.0K | 0.00% | +103 | New |
| Cordant, Inc. | 111 | $20.0K | 0.01% | +111 | New |
| Stuart Chaussee & Associates, Inc. | 112 | $21.0K | 0.01% | −37−24.8% | Reduced |
| TSFG, LLC | 113 | $21.0K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 121 | $22.0K | 0.01% | −27,584−99.6% | Reduced |
| Raleigh Capital Management Inc. | 120 | $22.0K | 0.01% | +120 | New |
| Ogorek Anthony Joseph | 127 | $23.0K | 0.01% | 00.0% | Unchanged |
| Bromfield Sneider Wealth Advisors | 124 | $23.0K | 0.02% | +124 | New |
| Cedar Mountain Advisors, LLC | 133 | $24.0K | 0.01% | 00.0% | Unchanged |
| American Research & Management Co. | 136 | $25.0K | 0.01% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 137 | $25.0K | 0.01% | +101+280.6% | Added |
| CarsonAllaria Wealth Management, Ltd. | 141 | $26.0K | 0.02% | +2+1.4% | Added |
| Hoese & Co LLP | 147 | $27.0K | 0.03% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 154 | $28.0K | 0.01% | +1+0.7% | Added |
| Life Planning Partners, Inc | 150 | $28.0K | 0.03% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 163 | $29.0K | 0.01% | +24+17.3% | Added |
| SJS Investment Consulting Inc. | 156 | $29.0K | 0.01% | +24+18.2% | Added |
| Horan Securities, Inc. | 168 | $31.0K | 0.02% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 174 | $32.0K | 0.01% | +174 | New |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 180 | $33.0K | 0.03% | −100−35.7% | Reduced |
| Blume Capital Management, Inc. | 181 | $33.0K | 0.01% | +181 | New |
| First National Bank of South Miami | 183 | $34.0K | 0.02% | −46−20.1% | Reduced |
| Delos Wealth Advisors, LLC | 197 | $36.0K | 0.04% | −44−18.3% | Reduced |
| Halpern Financial, Inc. | 200 | $36.7K | 0.01% | −83−29.3% | Reduced |
| Aquatic Capital Management LLC | 200 | $37.0K | 0.06% | −500−71.4% | Reduced |
| Blue Bell Private Wealth Management, LLC | 200 | $37.0K | 0.01% | 00.0% | Unchanged |
| Levin Capital Strategies, L.P. | 200 | $37.0K | 0.00% | +200 | New |
| First PREMIER Bank | 200 | $37.0K | 0.01% | +200 | New |
| Kings Point Capital Management | 208 | $38.0K | 0.00% | −97−31.8% | Reduced |
| Sugarloaf Wealth Management, LLC | 209 | $38.0K | 0.01% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 207 | $38.0K | 0.03% | +10+5.1% | Added |
| Baron Financial Group, LLC | 212 | $39.0K | 0.02% | +1+0.5% | Added |
| Bellevue Asset Management, LLC | 233 | $43.0K | 0.03% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 232 | $43.0K | 0.01% | +36+18.4% | Added |
| Clearview Wealth Advisors LLC | 240 | $44.0K | 0.03% | −293−55.0% | Reduced |
| Carolinas Wealth Consulting LLC | 247 | $45.0K | 0.01% | +1+0.4% | Added |
