| Spartan Planning & Wealth Management | 2 | $0 | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 6 | $1.00K | 0.00% | −480−98.8% | Reduced |
| Halpern Financial, Inc. | 20 | $1.94K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 23 | $2.00K | 0.00% | +1+4.5% | Added |
| MBM Wealth Consultants, LLC | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 56 | $2.00K | 0.00% | −3−5.1% | Reduced |
| Selway Asset Management | 25 | $2.00K | 0.00% | +25 | New |
| Adirondack Retirement Specialists, Inc. | 25 | $2.00K | 0.00% | +25 | New |
| Financial Synergies Wealth Advisors, Inc. | 24 | $2.32K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 36 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 40 | $4.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 40 | $4.00K | 0.01% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 38 | $4.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 47 | $5.00K | 0.00% | −47−50.0% | Reduced |
| Aua Capital Management, LLC | 51 | $5.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 49 | $5.00K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| Knott David M Jr | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| Timber Creek Capital Management LLC | 65 | $6.00K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 73 | $7.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 80 | $8.00K | 0.00% | −2−2.4% | Reduced |
| Kathleen S. Wright Associates Inc. | 83 | $8.00K | 0.01% | +83 | New |
| Avion Wealth | 91 | $9.00K | 0.00% | −33−26.6% | Reduced |
| O'Dell Group, LLC | 91 | $9.00K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 100 | $10.0K | 0.02% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 100 | $10.0K | 0.01% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 102 | $10.0K | 0.01% | 00.0% | Unchanged |
| First National Bank of South Miami | 112 | $11.0K | 0.01% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 115 | $11.0K | 0.01% | 00.0% | Unchanged |
| Cetera Advisors LLC | 120,220 | $12.0K | 0.00% | +60,081+99.9% | Added |
| Alaska Permanent Fund Corp | 127 | $12.0K | 0.00% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 91 | $12.0K | 0.01% | 00.0% | Unchanged |
| Surevest, LLC | 140 | $14.0K | 0.00% | −43−23.5% | Reduced |
| Morgan Dempsey Capital Management LLC | 149 | $14.0K | 0.00% | +149 | New |
| United Community Bank | 155 | $15.0K | 0.02% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 155 | $15.0K | 0.01% | −7−4.3% | Reduced |
| Security National Bank of Sioux City Iowa | 150 | $15.0K | 0.01% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 157 | $15.2K | 0.01% | +157 | New |
| Perkins Coie Trust Co | 169 | $16.0K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 171 | $17.0K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 171 | $17.0K | 0.01% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 175 | $17.0K | 0.01% | 00.0% | Unchanged |
| Rational Advisors LLC | 188 | $18.0K | 0.00% | +1+0.5% | Added |
| Core Wealth Advisors, Inc. | 200 | $19.0K | 0.01% | 00.0% | Unchanged |
| Savior LLC | 200 | $19.0K | 0.02% | 00.0% | Unchanged |
| Capital Management Associates | 200 | $19.0K | 0.03% | 00.0% | Unchanged |
| Beutel, Goodman & Co Ltd. | 200 | $19.0K | 0.00% | +200 | New |
| Studio Investment Management LLC | 200 | $19.4K | 0.01% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 204 | $20.0K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 212 | $21.0K | 0.01% | −38−15.2% | Reduced |
| Lowe Wealth Advisors, LLC | 215 | $21.0K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 223 | $21.6K | 0.02% | +223 | New |
| Artemis Wealth Advisors, LLC | 236 | $23.0K | 0.01% | −1,009−81.0% | Reduced |
| Schubert & Co | 236 | $23.0K | 0.02% | +47+24.9% | Added |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 250 | $24.0K | 0.32% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 250 | $24.0K | 0.02% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 250 | $24.2K | 0.01% | +15+6.4% | Added |
| Bourgeon Capital Management LLC | 259 | $25.0K | 0.01% | +1+0.4% | Added |
| Financial Enhancement Group LLC | 260 | $25.0K | 0.01% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 300 | $29.0K | 0.01% | −8−2.6% | Reduced |
| EdgeRock Capital LLC | 295 | $29.0K | 0.02% | +295 | New |
| PFS Partners, LLC | 308 | $29.8K | 0.03% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 311 | $30.0K | 0.02% | −36,942−99.2% | Reduced |
| GeoWealth Management, LLC | 314 | $31.0K | 0.00% | +45+16.7% | Added |
| Siena Capital LLC | 326 | $32.0K | 0.02% | −187−36.5% | Reduced |
| Rocky Mountain Advisers, LLC | 329 | $32.0K | 0.04% | 00.0% | Unchanged |
| Lagoda Investment Management, L.P. | 340 | $33.0K | 0.02% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 349 | $34.0K | 0.06% | +2+0.6% | Added |
| Strategic Asset Management, LLC | 350 | $34.0K | 0.06% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 560 | $35.0K | 0.13% | +125+28.7% | Added |
| Pacific Center for Financial Services | 370 | $36.0K | 0.01% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 379 | $37.0K | 0.01% | −750−66.4% | Reduced |
| Baldrige Asset Management LLC | 386 | $37.0K | 0.02% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 389 | $38.0K | 0.01% | −20−4.9% | Reduced |
| Harding Loevner LP | 390 | $38.0K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 470 | $45.0K | 0.03% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 462 | $45.0K | 0.03% | +92+24.9% | Added |
| Newbridge Financial Services Group, Inc. | 477 | $46.0K | 0.03% | +285+148.4% | Added |
| Tradewinds Capital Management, LLC | 485 | $47.0K | 0.02% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 500 | $48.0K | 0.06% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 500 | $48.0K | 0.02% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 500 | $48.0K | 0.03% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 500 | $48.4K | 0.03% | −187−27.2% | Reduced |
| Sierra Capital LLC | 512 | $50.0K | 0.01% | +84+19.6% | Added |
| Goodwin Investment Advisory | 530 | $51.0K | 0.04% | +347+189.6% | Added |
| Vienna Asset Management LLC | 529 | $51.0K | 0.14% | +529 | New |
| Kelly Financial Services LLC | 532 | $51.5K | 0.03% | +1+0.2% | Added |
| PYA Waltman Capital, LLC | 550 | $53.0K | 0.03% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 561 | $54.0K | 0.01% | +6+1.1% | Added |
| Front Row Advisors LLC | 565 | $55.0K | 0.03% | +1+0.2% | Added |
| Hoese & Co LLP | 570 | $55.0K | 0.06% | +120+26.7% | Added |
| American State Bank (Iowa) | 574 | $55.5K | 0.05% | 00.0% | Unchanged |
| Cetera Investment Advisers | 583,964 | $57.0K | 0.00% | +276,106+89.7% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 585 | $57.0K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 590 | $57.1K | 0.03% | +590 | New |
| Danda Trouve Investment Management, Inc. | 605 | $59.0K | 0.11% | 00.0% | Unchanged |