| Heritage Financial Services, LLC | 7 | $0 | 0.00% | +7 | New |
| Oliver Lagore Vanvalin Investment Group | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 4 | $1.00K | 0.00% | +1+33.3% | Added |
| Burleson & Company, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 8 | $1.00K | 0.00% | +8 | New |
| BOK Financial Private Wealth, Inc. | 14 | $2.00K | 0.00% | −2,688−99.5% | Reduced |
| Focused Wealth Management, Inc | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| James Investment Research Inc | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 18 | $3.00K | 0.00% | 00.0% | Unchanged |
| Caption Management, LLC | 21 | $3.00K | 0.00% | +21 | New |
| RWM Asset Management, LLC | 20 | $3.00K | 0.00% | +20 | New |
| Tevis Investment Management | 20 | $3.00K | 0.00% | +20 | New |
| Gables Capital Management Inc. | 30 | $4.00K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 28 | $4.00K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 29 | $4.00K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 36 | $4.99K | 0.00% | 00.0% | Unchanged |
| Curi Capital | 33 | $5.00K | 0.00% | −91−73.4% | Reduced |
| Carolinas Wealth Consulting LLC | 36 | $5.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 42 | $5.00K | 0.00% | +42 | New |
| Horrell Capital Management, Inc. | 44 | $6.00K | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 45 | $6.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 41 | $6.00K | 0.00% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 39 | $6.00K | 0.00% | −1−2.5% | Reduced |
| PFG Private Wealth Management, LLC | 54 | $7.00K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 50 | $7.00K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 50 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bramshill Investments, LLC | 42 | $7.00K | 0.00% | +42 | New |
| Addison Advisors LLC | 59 | $8.00K | 0.00% | −171−74.3% | Reduced |
| JJJ Advisors Inc. | 55 | $8.00K | 0.00% | −6−9.8% | Reduced |
| Advanced Research Investment Solutions, LLC | 58 | $8.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 55 | $8.00K | 0.00% | +4+7.8% | Added |
| Activest Wealth Management | 56 | $8.00K | 0.01% | 00.0% | Unchanged |
| Corbenic Partners LLC | 66 | $9.00K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 67 | $9.29K | 0.00% | −155−69.8% | Reduced |
| Old Second National Bank of Aurora | 69 | $10.0K | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 78 | $11.0K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 83 | $12.0K | 0.00% | +32+62.7% | Added |
| HC Financial Advisors Inc | 85 | $12.0K | 0.01% | +85 | New |
| Bivin & Associates, Inc. | 100 | $14.0K | 0.02% | −26−20.6% | Reduced |
| Iron Horse Wealth Management, LLC | 100 | $14.0K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 98 | $14.0K | 0.01% | +23+30.7% | Added |
| Hallmark Capital Management Inc | 105 | $15.0K | 0.00% | −1,750−94.3% | Reduced |
| Bray Capital Advisors | 108 | $15.0K | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 105 | $15.0K | 0.01% | 00.0% | Unchanged |
| America First Investment Advisors, LLC | 120 | $17.0K | 0.01% | 00.0% | Unchanged |
| Advocacy Wealth Management Services, LLC | 133 | $18.0K | 0.00% | −31−18.9% | Reduced |
| Blue Bell Private Wealth Management, LLC | 131 | $18.0K | 0.01% | −15−10.3% | Reduced |
| Sugarloaf Wealth Management, LLC | 137 | $19.0K | 0.00% | 00.0% | Unchanged |
| Enterprise Trust & Investment Co | 136 | $19.0K | 0.01% | +136 | New |
| Credential Qtrade Securities Inc. | 143 | $19.8K | 0.00% | −2,135−93.7% | Reduced |
| Joseph P. Lucia & Associates, LLC | 146 | $20.0K | 0.01% | −142−49.3% | Reduced |
| Capital Advisors, Ltd. LLC | 141 | $20.0K | 0.00% | −11−7.2% | Reduced |
| Tradewinds Capital Management, LLC | 150 | $21.0K | 0.01% | −558−78.8% | Reduced |
| GeoWealth Management, LLC | 158 | $21.0K | 0.00% | −53−25.1% | Reduced |
| Tyler-Stone Wealth Management | 155 | $21.0K | 0.01% | 00.0% | Unchanged |
| Interactive Financial Advisors | 150 | $21.0K | 0.01% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 150 | $21.0K | 0.01% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 160 | $22.0K | 0.01% | −68−29.8% | Reduced |
| Rise Advisors, LLC | 158 | $22.0K | 0.02% | +1+0.6% | Added |
| Tilia Fiduciary Partners, Inc. | 166 | $23.0K | 0.02% | 00.0% | Unchanged |
| Bollard Group LLC | 171 | $24.0K | 0.00% | −532−75.7% | Reduced |
| Annapolis Financial Services, LLC | 170 | $24.0K | 0.01% | +1+0.6% | Added |
| First PREMIER Bank | 180 | $25.0K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 187 | $25.9K | 0.01% | +19+11.3% | Added |
| Geo Capital Gestora de Recursos Ltd | 184 | $26.0K | 0.02% | −54−22.7% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 190 | $26.0K | 0.01% | 00.0% | Unchanged |
| Timber Creek Capital Management LLC | 200 | $27.0K | 0.01% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 195 | $27.0K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 199 | $28.0K | 0.01% | −28−12.3% | Reduced |
| First Personal Financial Services | 200 | $28.0K | 0.01% | 00.0% | Unchanged |
| Hoey Investments, Inc | 200 | $28.0K | 0.01% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 200 | $28.0K | 0.02% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 208 | $29.0K | 0.06% | +72+52.9% | Added |
| Bell Investment Advisors, Inc | 211 | $29.0K | 0.01% | +211 | New |
| Column Capital Advisors, LLC | 217 | $30.0K | 0.01% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 217 | $30.0K | 0.01% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 225 | $31.0K | 0.02% | +1+0.4% | Added |
| Heritage Wealth Management, LLC | 225 | $31.2K | 0.01% | −49−17.9% | Reduced |
| Financial Perspectives, Inc | 228 | $31.6K | 0.02% | +1+0.4% | Added |
| Sound Income Strategies, LLC | 230 | $32.0K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 234 | $32.4K | 0.01% | −9,093−97.5% | Reduced |
| Larson Financial Group LLC | 238 | $33.0K | 0.01% | −78−24.7% | Reduced |
| Ravenstone Capital Management Inc. | 245 | $34.0K | 0.03% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 243 | $34.0K | 0.02% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 251 | $35.0K | 0.01% | −21−7.7% | Reduced |
| Cranbrook Wealth Management, LLC | 256 | $35.0K | 0.01% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 250 | $35.0K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 260 | $36.0K | 0.05% | 00.0% | Unchanged |
| Hoese & Co LLP | 280 | $39.0K | 0.04% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 292 | $41.0K | 0.00% | −152−34.2% | Reduced |
| AllSquare Wealth Management LLC | 299 | $41.0K | 0.03% | 00.0% | Unchanged |
| Earnest Partners LLC | 293 | $41.0K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 299 | $41.0K | 0.04% | +299 | New |
| Professional Financial Advisors, LLC | 300 | $42.0K | 0.02% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 326 | $45.0K | 0.01% | 00.0% | Unchanged |
