| Beck Bode, LLC | 2 | $1.00K | 0.00% | −37,210−100.0% | Reduced |
| Institutional & Family Asset Management, LLC | 2 | $1.00K | 0.00% | −10−83.3% | Reduced |
| Pittenger & Anderson Inc | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Savior LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 2 | $1.00K | 0.00% | +2 | New |
| TD Private Client Wealth LLC | 4 | $1.55K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 6 | $2.00K | 0.00% | −21−77.8% | Reduced |
| Prentice Wealth Management LLC | 4 | $2.00K | 0.00% | −8−66.7% | Reduced |
| Duncker Streett & Co Inc | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ironwood Financial, llc | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Navigation Wealth Management, Inc. | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Paradigm, Strategies in Wealth Management, LLC | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 5 | $2.00K | 0.00% | +5 | New |
| CVA Family Office, LLC | 5 | $2.00K | 0.00% | +5 | New |
| Halpern Financial, Inc. | 6 | $2.32K | 0.00% | −7−53.8% | Reduced |
| Liberty Wealth Management LLC | 66 | $3.00K | 0.00% | +2+3.1% | Added |
| Laurel Wealth Advisors LLC | 8 | $3.00K | 0.00% | −30−78.9% | Reduced |
| Annapolis Financial Services, LLC | 8 | $3.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 7 | $3.00K | 0.00% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 7 | $3.00K | 0.00% | +3+75.0% | Added |
| Sutton Wealth Advisors Inc. | 10 | $3.87K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 10 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 10 | $4.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 10 | $4.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 10 | $4.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 11 | $4.00K | 0.00% | +6+120.0% | Added |
| Tarbox Family Office, Inc. | 12 | $5.00K | 0.00% | −4−25.0% | Reduced |
| Professional Financial Advisors, LLC | 13 | $5.00K | 0.00% | −3−18.8% | Reduced |
| AlphaMark Advisors, LLC | 13 | $5.00K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 14 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 15 | $6.00K | 0.01% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 18 | $6.00K | 0.00% | +18 | New |
| Caldwell Trust Co | 17 | $6.58K | 0.00% | +5+41.7% | Added |
| Raffa Wealth Management, LLC | 18 | $6.97K | 0.00% | −49−73.1% | Reduced |
| Center for Financial Planning, Inc. | 17 | $7.00K | 0.00% | −44−72.1% | Reduced |
| Sierra Capital LLC | 18 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 18 | $7.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 21 | $8.00K | 0.00% | −33−61.1% | Reduced |
| Ellis Investment Partners, LLC | 23 | $8.00K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 20 | $8.00K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 22 | $8.52K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 23 | $9.00K | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 25 | $10.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 25 | $10.0K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 25 | $10.0K | 0.00% | 00.0% | Unchanged |
| Filbrandt Wealth Management, LLC | 25 | $10.0K | 0.01% | 00.0% | Unchanged |
| Enterprise Trust & Investment Co | 25 | $10.0K | 0.00% | +25 | New |
| Carolina Wealth Advisors, LLC | 28 | $11.0K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 29 | $11.0K | 0.00% | +18+163.6% | Added |
| Archer Investment Corp | 31 | $12.0K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 31 | $12.0K | 0.00% | −82−72.6% | Reduced |
| Northern Oak Wealth Management Inc | 30 | $12.0K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 30 | $12.0K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 33 | $13.0K | 0.00% | +33 | New |
| Bartlett & Co. Wealth Management LLC | 36 | $13.9K | 0.00% | 00.0% | Unchanged |
| WD Rutherford LLC | 35 | $14.0K | 0.01% | −75−68.2% | Reduced |
| Bartlett & Co. LLC | 36 | $14.0K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 36 | $14.0K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 35 | $14.0K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 35 | $14.0K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 37 | $14.0K | 0.00% | +6+19.4% | Added |
| Arlington Partners LLC | 40 | $15.0K | 0.01% | 00.0% | Unchanged |
| Holloway Wealth Management, LLC | – | $15.0K | 0.00% | – | – |
| Emfo, LLC | 40 | $15.0K | 0.01% | +40 | New |
| Macroview Investment Management LLC | 47 | $18.0K | 0.02% | −12−20.3% | Reduced |
| Clearview Wealth Advisors LLC | 47 | $18.0K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 48 | $19.0K | 0.00% | −25−34.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 50 | $19.0K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 51 | $19.0K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 50 | $19.0K | 0.01% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 50 | $19.0K | 0.01% | 00.0% | Unchanged |
| RPG Investment Advisory, LLC | 52 | $20.0K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 51 | $20.0K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 55 | $21.0K | 0.00% | −17,658−99.7% | Reduced |
| Rocky Mountain Advisers, LLC | 55 | $21.0K | 0.03% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 54 | $21.0K | 0.02% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 56 | $22.0K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 60 | $23.0K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 60 | $23.0K | 0.01% | 00.0% | Unchanged |
| Corbenic Partners LLC | 65 | $25.0K | 0.01% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 69 | $27.0K | 0.01% | −9−11.5% | Reduced |
| Edge Wealth Management LLC | 70 | $27.0K | 0.01% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 69 | $27.0K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 69 | $27.0K | 0.00% | +69 | New |
| Brewin Dolphin Wealth Management Ltd | 70 | $27.1K | 0.00% | −45−39.1% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 70 | $27.1K | 0.03% | 00.0% | Unchanged |
| Crewe Advisors LLC | 72 | $28.0K | 0.01% | 00.0% | Unchanged |
| Lake Point Wealth Management | 72 | $28.0K | 0.01% | +72 | New |
| Glen Eagle Advisors, LLC | 73 | $28.3K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 76 | $29.0K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 75 | $29.0K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 75 | $29.0K | 0.00% | 00.0% | Unchanged |
| Pacitti Group Inc. | 77 | $29.0K | 0.02% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 80 | $31.0K | 0.01% | −60−42.9% | Reduced |
| Earnest Partners LLC | 80 | $31.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 83 | $32.0K | 0.00% | 00.0% | Unchanged |