| CFS Investment Advisory Services, LLC | 44,132 | $0 | 0.00% | +44,132 | New |
| Core Wealth Advisors, Inc. | 7 | $1.00K | 0.00% | −35−83.3% | Reduced |
| Horan Securities, Inc. | 3 | $1.00K | 0.00% | +2+200.0% | Added |
| Burleson & Company, LLC | 8 | $1.00K | 0.00% | +8 | New |
| Oliver Lagore Vanvalin Investment Group | 10 | $2.00K | 0.00% | +10 | New |
| Strategic Asset Management, LLC | 15 | $3.00K | 0.00% | −47−75.8% | Reduced |
| Carolina Wealth Advisors, LLC | 16 | $3.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 18 | $3.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| James Investment Research Inc | 20 | $4.00K | 0.00% | −1−4.8% | Reduced |
| Lowe Wealth Advisors, LLC | 20 | $4.00K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 19 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cardinal Capital Management, Inc. | 20 | $4.00K | 0.00% | +20 | New |
| SJS Investment Consulting Inc. | 22 | $4.00K | 0.00% | +22 | New |
| Loomis Sayles & Co L P | 28 | $5.00K | 0.00% | +28 | New |
| Baldwin Brothers Inc | 28 | $5.00K | 0.00% | +28 | New |
| IAG Wealth Partners, LLC | 29 | $5.00K | 0.00% | +29 | New |
| Credit Agricole S A | 32 | $6.00K | 0.00% | −25,212−99.9% | Reduced |
| Gables Capital Management Inc. | 30 | $6.00K | 0.00% | +30 | New |
| Halpern Financial, Inc. | 36 | $6.73K | 0.00% | −100−73.5% | Reduced |
| Mizuho Securities Co. Ltd. | 40 | $7.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 36 | $7.00K | 0.00% | −2−5.3% | Reduced |
| Horrell Capital Management, Inc. | 44 | $8.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 41 | $8.00K | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 45 | $8.00K | 0.00% | +45 | New |
| De Burlo Group Inc | 45 | $8.41K | 0.00% | +45 | New |
| Antonetti Capital Management LLC | 50 | $9.00K | 0.01% | −3,250−98.5% | Reduced |
| Retirement Group, LLC | 50 | $9.00K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 54 | $10.0K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 56 | $10.0K | 0.01% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 51 | $10.0K | 0.00% | +46+920.0% | Added |
| GW&K Investment Management, LLC | 51 | $10.0K | 0.00% | +51 | New |
| JJJ Advisors Inc. | 61 | $11.0K | 0.00% | +31+103.3% | Added |
| Advanced Research Investment Solutions, LLC | 58 | $11.0K | 0.00% | +58 | New |
| Corbenic Partners LLC | 66 | $12.0K | 0.00% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 65 | $12.0K | 0.01% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 69 | $13.0K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 75 | $14.0K | 0.00% | −24−24.2% | Reduced |
| DB Wealth Management Group, LLC | 78 | $15.0K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 93 | $17.0K | 0.02% | 00.0% | Unchanged |
| Cordant, Inc. | 92 | $17.0K | 0.01% | +92 | New |
| Hillsdale Investment Management Inc. | 101 | $19.0K | 0.00% | −180−64.1% | Reduced |
| Iron Horse Wealth Management, LLC | 100 | $19.0K | 0.01% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 100 | $19.0K | 0.01% | +100 | New |
| Bray Capital Advisors | 108 | $20.0K | 0.01% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 105 | $20.0K | 0.02% | 00.0% | Unchanged |
| America First Investment Advisors, LLC | 120 | $22.0K | 0.01% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 115 | $22.0K | 0.01% | 00.0% | Unchanged |
| Curi Capital | 124 | $23.0K | 0.00% | +122+6,100.0% | Added |
| Bivin & Associates, Inc. | 126 | $24.0K | 0.02% | −147−53.8% | Reduced |
| Stuart Chaussee & Associates, Inc. | 136 | $25.0K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 137 | $26.0K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 146 | $27.0K | 0.01% | +131+873.3% | Added |
| Interactive Financial Advisors | 150 | $28.0K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 152 | $28.0K | 0.00% | +3+2.0% | Added |
| Perkins Coie Trust Co | 150 | $28.0K | 0.01% | +150 | New |
| Tyler-Stone Wealth Management | 155 | $29.0K | 0.02% | 00.0% | Unchanged |
| Rise Advisors, LLC | 157 | $29.0K | 0.03% | +140+823.5% | Added |
| Advocacy Wealth Management Services, LLC | 164 | $31.0K | 0.01% | +50+43.9% | Added |
| Tilia Fiduciary Partners, Inc. | 166 | $31.0K | 0.03% | +100+151.5% | Added |
| Glen Eagle Advisors, LLC | 168 | $31.4K | 0.01% | +58+52.7% | Added |
| Annapolis Financial Services, LLC | 169 | $32.0K | 0.01% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 175 | $33.0K | 0.00% | +175 | New |
| First PREMIER Bank | 180 | $34.0K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 190 | $36.0K | 0.02% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 195 | $36.0K | 0.02% | +48+32.7% | Added |
| Timber Creek Capital Management LLC | 200 | $37.0K | 0.01% | −50−20.0% | Reduced |
| First Personal Financial Services | 200 | $37.0K | 0.01% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 200 | $37.0K | 0.02% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 200 | $37.0K | 0.02% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 200 | $37.0K | 0.02% | 00.0% | Unchanged |
| Hoey Investments, Inc | 200 | $37.0K | 0.01% | +200 | New |
| GeoWealth Management, LLC | 211 | $40.0K | 0.00% | +20+10.5% | Added |
| Column Capital Advisors, LLC | 217 | $41.0K | 0.01% | −14−6.1% | Reduced |
| Ahrens Investment Partners LLC | 217 | $41.0K | 0.01% | +200+1,176.5% | Added |
| Rockbridge Investment Management, LCC | 222 | $41.6K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 227 | $42.0K | 0.01% | −12−5.0% | Reduced |
| Clearview Wealth Advisors LLC | 224 | $42.0K | 0.03% | 00.0% | Unchanged |
| Nauset Wealth Management. LLC | 225 | $42.0K | 0.03% | +225 | New |
| Financial Perspectives, Inc | 227 | $42.5K | 0.02% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 230 | $43.0K | 0.00% | +6+2.7% | Added |
| High Net Worth Advisory Group LLC | 228 | $43.0K | 0.02% | 00.0% | Unchanged |
| Addison Advisors LLC | 230 | $43.0K | 0.02% | +173+303.5% | Added |
| Baldrige Asset Management LLC | 243 | $45.0K | 0.02% | 00.0% | Unchanged |
| Ravenstone Capital Management Inc. | 245 | $45.8K | 0.03% | 00.0% | Unchanged |
| Geo Capital Gestora de Recursos Ltd | 238 | $46.0K | 0.02% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 248 | $46.0K | 0.02% | +18+7.8% | Added |
| Selective Wealth Management, Inc. | 250 | $47.0K | 0.02% | +250 | New |
| Cranbrook Wealth Management, LLC | 256 | $48.0K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 260 | $49.0K | 0.04% | −260−50.0% | Reduced |
| Institutional & Family Asset Management, LLC | 272 | $51.0K | 0.01% | −11−3.9% | Reduced |
| Heritage Wealth Management, LLC | 274 | $51.0K | 0.01% | +274 | New |
| Hoese & Co LLP | 280 | $52.0K | 0.05% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 282 | $53.0K | 0.01% | +282 | New |
| Joseph P. Lucia & Associates, LLC | 288 | $54.0K | 0.03% | +288 | New |
| Earnest Partners LLC | 293 | $55.0K | 0.00% | 00.0% | Unchanged |
| West Bancorporation Inc | 300 | $56.0K | 0.03% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 300 | $56.0K | 0.02% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 299 | $56.0K | 0.03% | +131+78.0% | Added |
