| Moisand Fitzgerald Tamayo, LLC | 3 | $0 | 0.00% | +3 | New |
| WestEnd Advisors, LLC | – | $660 | 0.00% | – | – |
| USA Financial Portformulas Corp | 8 | $1.00K | 0.00% | −9,088−99.9% | Reduced |
| Longfellow Investment Management Co LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Karlinski Andrew C | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 354,476 | $2.00K | 0.01% | +351,813+13,211.2% | Added |
| West Bancorporation Inc | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 13 | $2.00K | 0.00% | −1−7.1% | Reduced |
| Pittenger & Anderson Inc | 13 | $2.00K | 0.00% | +13 | New |
| NewSquare Capital LLC | 14 | $2.00K | 0.00% | +14 | New |
| Sandy Cove Advisors, LLC | 15 | $2.00K | 0.00% | +15 | New |
| Tompkins Financial Corp | 18 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 19 | $3.00K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 18 | $3.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 18 | $3.00K | 0.00% | +18 | New |
| IAG Wealth Partners, LLC | 18 | $3.00K | 0.00% | +18 | New |
| Rocky Mountain Advisers, LLC | 27 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 24 | $4.00K | 0.00% | −3−11.1% | Reduced |
| Sound Income Strategies, LLC | 24 | $4.00K | 0.00% | +3+14.3% | Added |
| Tyler-Stone Wealth Management | 25 | $4.00K | 0.00% | +14+127.3% | Added |
| Cordant, Inc. | 26 | $4.00K | 0.00% | +26 | New |
| Surevest, LLC | 30 | $5.00K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 30 | $5.00K | 0.00% | 00.0% | Unchanged |
| Regency Capital Management Inc. | 35 | $6.00K | 0.00% | +35 | New |
| JNBA Financial Advisors | 43 | $7.00K | 0.00% | −14−24.6% | Reduced |
| Newbridge Financial Services Group, Inc. | 46 | $8.00K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 50 | $8.26K | 0.00% | +50 | New |
| Bedel Financial Consulting, Inc. | 56 | $9.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 57 | $9.00K | 0.00% | +13+29.5% | Added |
| GW&K Investment Management, LLC | 54 | $9.00K | 0.00% | +54 | New |
| Global Financial Private Client, LLC | 55 | $9.10K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 59 | $10.0K | 0.00% | −199−77.1% | Reduced |
| Lenox Wealth Advisors, LLC | 65 | $10.0K | 0.00% | −33−33.7% | Reduced |
| Strengthening Families & Communities, LLC | 61 | $10.0K | 0.01% | +61 | New |
| Evermay Wealth Management LLC | 69 | $11.0K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 70 | $11.0K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 68 | $11.2K | 0.00% | −181−72.7% | Reduced |
| Robbins Farley LLC | 72 | $12.0K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 71 | $12.0K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 74 | $12.0K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 73 | $12.0K | 0.00% | +15+25.9% | Added |
| Cohen & Steers, Inc. | 81 | $13.0K | 0.00% | −12−12.9% | Reduced |
| Charter Oak Capital Management, LLC | 81 | $13.0K | 0.00% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 77 | $13.0K | 0.01% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 76 | $13.0K | 0.01% | +76 | New |
| Sofos Investments, Inc. | 81 | $13.0K | 0.00% | +81 | New |
| Sargent Bickham Lagudis LLC | 83 | $14.0K | 0.00% | −668−88.9% | Reduced |
| SJS Investment Consulting Inc. | 88 | $14.0K | 0.00% | +2+2.3% | Added |
| Macroview Investment Management LLC | 82 | $14.0K | 0.02% | +82 | New |
| Cedar Mountain Advisors, LLC | 91 | $15.0K | 0.00% | 00.0% | Unchanged |
| Dixon Hughes Goodman Wealth Advisors LLC | 98 | $16.0K | 0.00% | −14−12.5% | Reduced |
| Laurel Wealth Planning LLC | 95 | $16.0K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 97 | $16.0K | 0.00% | +86+781.8% | Added |
| Orion Capital Management LLC | 100 | $17.0K | 0.01% | 00.0% | Unchanged |
| Seldon Capital LP | 102 | $17.0K | 0.01% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 107 | $17.0K | 0.00% | +61+132.6% | Added |
| Duncker Streett & Co Inc | 108 | $18.0K | 0.00% | −702−86.7% | Reduced |
| Close Asset Management Ltd | 100 | $18.0K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 110 | $18.0K | 0.00% | +110 | New |
| Steward Financial Group LLC | 112 | $18.0K | 0.02% | +112 | New |
| Credential Qtrade Securities Inc. | 114 | $18.8K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 113 | $19.0K | 0.01% | +113 | New |
| Delos Wealth Advisors, LLC | 119 | $20.0K | 0.02% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 129 | $21.0K | 0.00% | −81−38.6% | Reduced |
| West Branch Capital LLC | 127 | $21.0K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 128 | $21.0K | 0.01% | +32+33.3% | Added |
| Financial Management Professionals, Inc. | 128 | $21.0K | 0.00% | +67+109.8% | Added |
| Financial Connections Group, Inc. | 139 | $22.0K | 0.02% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 134 | $22.2K | 0.00% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 141 | $23.0K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 140 | $23.0K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 144 | $23.8K | 0.01% | +15+11.6% | Added |
| Loomis Sayles & Co L P | 148 | $24.0K | 0.00% | +13+9.6% | Added |
| Princeton Global Asset Management LLC | 146 | $24.0K | 0.01% | +145+14,500.0% | Added |
| Patriot Financial Group Insurance Agency, LLC | 154 | $25.0K | 0.00% | −13−7.8% | Reduced |
| Asset Dedication, LLC | 168 | $27.0K | 0.00% | +3+1.8% | Added |
| Horan Securities, Inc. | 163 | $27.0K | 0.02% | +82+101.2% | Added |
| GeoWealth Management, LLC | 164 | $27.0K | 0.00% | +164 | New |
| Central Bank & Trust Co | 172 | $28.0K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 176 | $29.0K | 0.00% | −35−16.6% | Reduced |
| Core Alternative Capital | 182 | $30.0K | 0.01% | +140+333.3% | Added |
| Arlington Partners LLC | 196 | $32.0K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 192 | $32.0K | 0.01% | 00.0% | Unchanged |
| Monolith Advisors | 183 | $32.0K | 0.03% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 198 | $33.0K | 0.01% | −198−50.0% | Reduced |
| Worth Asset Management, LLC | 213 | $33.0K | 0.02% | +213 | New |
| De Burlo Group Inc | 200 | $33.0K | 0.01% | −47,100−99.6% | Reduced |
| CNB Bank | 204 | $34.0K | 0.02% | −100−32.9% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 209 | $35.0K | 0.02% | +200+2,222.2% | Added |
| Westside Investment Management, Inc. | 222 | $36.0K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 228 | $38.0K | 0.01% | +130+132.7% | Added |
| Money Concepts Capital Corp | 233 | $38.0K | 0.00% | +233 | New |
| Ogorek Anthony Joseph | 241 | $39.0K | 0.02% | 00.0% | Unchanged |
| TSFG, LLC | 235 | $39.0K | 0.01% | 00.0% | Unchanged |
| Disciplina Capital Management LLC | 238 | $39.2K | 0.01% | +2+0.8% | Added |
| Logan Capital Management Inc | 241 | $40.0K | 0.00% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 244 | $40.0K | 0.01% | +3+1.2% | Added |
| Plante Moran Financial Advisors, LLC | 247 | $41.0K | 0.01% | −152−38.1% | Reduced |
