| Strategic Wealth Partners, Ltd. | 100 | $8.18K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 100 | $8.18K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 103 | $8.42K | 0.01% | −41−28.5% | Reduced |
| Raffa Wealth Management, LLC | 104 | $8.51K | 0.00% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 107 | $8.75K | 0.00% | +33+44.6% | Added |
| Marquette Asset Management, LLC | 108 | $8.83K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 109 | $8.91K | 0.00% | +27+32.9% | Added |
| TSFG, LLC | 109 | $9.00K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 110 | $9.06K | 0.00% | +19+20.9% | Added |
| American National Bank | 117 | $9.57K | 0.00% | +117 | New |
| High Note Wealth, LLC | 123 | $10.1K | 0.00% | +14+12.8% | Added |
| Financial Life Planners | 124 | $10.1K | 0.01% | +124 | New |
| Caldwell Sutter Capital, Inc. | 124 | $10.1K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 131 | $10.7K | 0.00% | +8+6.5% | Added |
| JPL Wealth Management, LLC | 132 | $10.8K | 0.00% | +132 | New |
| Park Place Capital Corp | 136 | $11.1K | 0.00% | −10−6.8% | Reduced |
| Ancora Advisors, LLC | 137 | $11.2K | 0.00% | −24−14.9% | Reduced |
| Key Financial Inc | 138 | $11.3K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 137 | $11.8K | 0.00% | +38+38.4% | Added |
| Guinness Atkinson Asset Management Inc | 152 | $12.4K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 152 | $12.4K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 156 | $12.8K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 161 | $13.2K | 0.01% | −14−8.0% | Reduced |
| Addison Advisors LLC | 163 | $13.3K | 0.00% | 00.0% | Unchanged |
| Wedbush Fund Advisers, LLC | 164 | $13.4K | 0.00% | +164 | New |
| Gen-Wealth Partners Inc | 168 | $13.7K | 0.00% | 00.0% | Unchanged |
| Hamrick Investment Counsel, llc | 170 | $13.9K | 0.01% | +170 | New |
| Ogorek Anthony Joseph | 177 | $14.0K | 0.00% | +38+27.3% | Added |
| Bell Investment Advisors, Inc | 174 | $14.2K | 0.00% | +31+21.7% | Added |
| Elequin Capital LP | 176 | $14.4K | 0.00% | −245−58.2% | Reduced |
| N.E.W. Advisory Services LLC | 178 | $14.6K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 185 | $15.1K | 0.00% | +185 | New |
| Kemnay Advisory Services Inc. | 188 | $15.4K | 0.00% | +8+4.4% | Added |
| Citizens National Bank Trust Department | 194 | $15.9K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 204 | $16.7K | 0.00% | +66+47.8% | Added |
| RWM Asset Management, LLC | 205 | $16.8K | 0.00% | +205 | New |
| Atlantic Trust, LLC | 226 | $18.5K | 0.00% | 00.0% | Unchanged |
| Syntax Research, Inc. | 230 | $18.8K | 0.01% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 274 | $18.8K | 0.01% | +274 | New |
| PFS Partners, LLC | 231 | $18.9K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 235 | $19.0K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 236 | $19.3K | 0.01% | +1+0.4% | Added |
| Keating Financial Advisory Services, Inc. | 237 | $19.4K | 0.00% | +95+66.9% | Added |
| Ares Financial Consulting, LLC | 238 | $19.5K | 0.02% | +177+290.2% | Added |
| Itau Unibanco Holding S.A. | 246 | $20.1K | 0.00% | +246 | New |
| SJS Investment Consulting Inc. | 248 | $20.3K | 0.00% | −34−12.1% | Reduced |
| Raiffeisen Bank International AG | 251 | $20.5K | 0.00% | 00.0% | Unchanged |
| Blueline Advisors LLC | 266 | $21.8K | 0.02% | −35−11.6% | Reduced |
| Bartlett & Co. Wealth Management LLC | 251 | $22.1K | 0.00% | +10+4.1% | Added |
| MTM Investment Management, LLC | 278 | $22.7K | 0.01% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 277 | $22.8K | 0.00% | +164+145.1% | Added |
| Loomis Sayles & Co L P | 290 | $23.7K | 0.00% | −333−53.5% | Reduced |
| Intentional Wealth Strategies, LLC | 293 | $24.0K | 0.02% | +293 | New |
| Private Wealth Asset Management, LLC | 296 | $24.2K | 0.00% | −5−1.7% | Reduced |
| Sittner & Nelson, LLC | 300 | $24.5K | 0.01% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 300 | $24.5K | 0.01% | +300 | New |
| Activest Wealth Management | 301 | $24.6K | 0.00% | +5+1.7% | Added |
| Farmers & Merchants Investments Inc | 305 | $24.9K | 0.00% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 310 | $25.4K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 332 | $27.2K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 328 | $27.3K | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 353 | $28.9K | 0.02% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 348 | $29.0K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 390 | $31.9K | 0.04% | +3+0.8% | Added |
| Quarry LP | 390 | $31.9K | 0.01% | +186+91.2% | Added |
| Wealth Preservation Advisors, LLC | 395 | $32.3K | 0.03% | +395 | New |
| PlanVest Financial, Inc | 400 | $32.7K | 0.02% | +400 | New |
| GW&K Investment Management, LLC | 420 | $34.0K | 0.00% | +53+14.4% | Added |
| CVA Family Office, LLC | 434 | $35.5K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 465 | $38.0K | 0.01% | +465 | New |
| First Community Trust NA | 479 | $39.2K | 0.03% | 00.0% | Unchanged |
| True Wealth Design, LLC | 495 | $40.5K | 0.01% | −74−13.0% | Reduced |
| Franchise GP Ltd | 500 | $40.9K | 0.02% | −600−54.5% | Reduced |
| Colonial Trust Advisors | 500 | $40.9K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 518 | $42.4K | 0.00% | +50+10.7% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 500 | $42.5K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 542 | $44.3K | 0.00% | +542 | New |
| Quent Capital, LLC | 559 | $45.7K | 0.00% | −50−8.2% | Reduced |
| Covestor Ltd | 557 | $46.0K | 0.03% | +295+112.6% | Added |
| Wall Street Financial Group, Inc. | 570 | $46.6K | 0.03% | +570 | New |
| JNBA Financial Advisors | 573 | $46.9K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 587 | $48.0K | 0.00% | +1+0.2% | Added |
| Bruce G. Allen Investments, LLC | 591 | $48.3K | 0.03% | −20−3.3% | Reduced |
| Sound Income Strategies, LLC | 613 | $50.2K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 624 | $51.0K | 0.02% | +624 | New |
| Creative Financial Designs Inc | 641 | $52.4K | 0.00% | +12+1.9% | Added |
| McIlrath & Eck, LLC | 657 | $53.7K | 0.00% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 680 | $55.6K | 0.00% | 00.0% | Unchanged |
| Midway Capital Research & Management | 700 | $57.2K | 0.05% | +700 | New |
| Oslo Pensjonsforsikring AS | 753 | $61.6K | 0.01% | +753 | New |
| Rossby Financial, LCC | 752 | $61.7K | 0.01% | +23+3.2% | Added |
| Hollencrest Capital Management | 764 | $62.5K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 814 | $66.6K | 0.00% | +306+60.2% | Added |
| Manchester Capital Management LLC | 848 | $69.3K | 0.01% | +357+72.7% | Added |
| Harbor Investment Advisory, LLC | 885 | $72.4K | 0.01% | −60−6.3% | Reduced |
| Southern Michigan Bank & Trust | 895 | $73.2K | 0.03% | +895 | New |
| Pinnacle Wealth Planning Services, Inc. | 933 | $76.3K | 0.01% | +148+18.9% | Added |
| Deseret Mutual Benefit Administrators | 939 | $76.8K | 0.03% | +381+68.3% | Added |
| Beacon Investment Advisory Services, Inc. | 945 | $77.3K | 0.00% | +945 | New |
| Truvestments Capital LLC | 946 | $77.3K | 0.01% | 00.0% | Unchanged |