| Penserra Capital Management LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 2 | $0 | 0.00% | +2 | New |
| Sofos Investments, Inc. | 158 | $143 | 0.01% | +18+12.9% | Added |
| Tfo-TDC, LLC | 1 | $158 | 0.00% | −82−98.8% | Reduced |
| Creative Financial Designs Inc | 2 | $316 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $316 | 0.00% | – | – |
| True Wealth Design, LLC | 2 | $317 | 0.00% | 00.0% | Unchanged |
| 25 LLC | 3 | $502 | 0.00% | +3 | New |
| Highline Wealth Partners LLC | 4 | $633 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 6 | $949 | 0.00% | −40−87.0% | Reduced |
| Hollencrest Capital Management | 6 | $949 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 4 | $1.00K | 0.00% | −30−88.2% | Reduced |
| Centerpoint Advisors, LLC | 4 | $1.00K | 0.00% | +4 | New |
| Concord Wealth Partners | 7 | $1.11K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 9 | $1.42K | 0.00% | 00.0% | Unchanged |
| American National Bank | 9 | $1.42K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 10 | $1.58K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 11 | $1.74K | 0.00% | +11 | New |
| Prestige Wealth Management Group LLC | 12 | $1.90K | 0.00% | −11−47.8% | Reduced |
| Cape Investment Advisory, Inc. | 12 | $1.90K | 0.00% | +12 | New |
| Credential Qtrade Securities Inc. | 15 | $2.37K | 0.00% | +15 | New |
| Coastal Capital Group, Inc. | 15 | $2.37K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 16 | $2.53K | 0.00% | 00.0% | Unchanged |
| Central Bank & Trust Co | 17 | $2.69K | 0.00% | +17 | New |
| Delos Wealth Advisors, LLC | 17 | $2.69K | 0.00% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 225 | $3.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 21 | $3.00K | 0.00% | +1+5.0% | Added |
| Raffa Wealth Management, LLC | 22 | $3.48K | 0.00% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 22 | $3.48K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 24 | $3.80K | 0.00% | +5+26.3% | Added |
| Sutton Wealth Advisors Inc. | 26 | $4.11K | 0.00% | −5−16.1% | Reduced |
| Westside Investment Management, Inc. | 26 | $4.11K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 30 | $4.75K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 31 | $4.91K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 37 | $5.86K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 38 | $6.00K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 38 | $6.01K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 40 | $6.33K | 0.01% | −4−9.1% | Reduced |
| West Paces Advisors Inc. | 40 | $6.33K | 0.00% | +40 | New |
| Knights of Columbus Asset Advisors LLC | 42 | $6.65K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 43 | $6.75K | 0.01% | +1+2.4% | Added |
| Valley National Advisers Inc | 44 | $7.00K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 45 | $7.12K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 50 | $7.91K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 50 | $7.91K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 52 | $8.17K | 0.00% | +1+2.0% | Added |
| PFS Partners, LLC | 52 | $8.29K | 0.01% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $8.49K | 0.01% | – | – |
| Earnest Partners LLC | 55 | $8.70K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 56 | $8.86K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 56 | $9.01K | 0.01% | +56 | New |
| DT Investment Partners, LLC | 55 | $9.19K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 64 | $10.1K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 65 | $10.8K | 0.00% | −8−11.0% | Reduced |
| New Millennium Group LLC | 69 | $10.9K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 70 | $11.1K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 77 | $12.2K | 0.00% | −67−46.5% | Reduced |
| Richard W. Paul & Associates, LLC | 83 | $13.1K | 0.01% | −44−34.6% | Reduced |
| Core Alternative Capital | 86 | $13.6K | 0.00% | +86 | New |
| FinTrust Capital Advisors, LLC | 97 | $13.6K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 90 | $14.2K | 0.00% | −22−19.6% | Reduced |
| Old Second National Bank of Aurora | 90 | $14.2K | 0.00% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 90 | $14.2K | 0.01% | +90 | New |
| Trifecta Capital Advisors, LLC | 93 | $14.7K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 92 | $15.0K | 0.01% | −34−27.0% | Reduced |
| Beaird Harris Wealth Management, LLC | 100 | $15.8K | 0.00% | −35−25.9% | Reduced |
| Maryland Capital Advisors Inc. | 100 | $15.8K | 0.01% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 100 | $15.8K | 0.01% | +100 | New |
| Asset Dedication, LLC | 101 | $16.0K | 0.00% | −37−26.8% | Reduced |
| Hanson & Doremus Investment Management | 100 | $16.0K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 100 | $16.0K | 0.01% | 00.0% | Unchanged |
| Kenfarb & Co. | 104 | $16.5K | 0.01% | 00.0% | Unchanged |
| Horan Securities, Inc. | 106 | $16.8K | 0.01% | −16−13.1% | Reduced |
| Loomis Sayles & Co L P | 108 | $17.0K | 0.00% | −138−56.1% | Reduced |
| MCF Advisors LLC | 110 | $17.4K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 110 | $17.4K | 0.00% | +110 | New |
| NewSquare Capital LLC | 118 | $18.7K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 118 | $19.0K | 0.00% | +100+555.6% | Added |
| Sugarloaf Wealth Management, LLC | 122 | $19.3K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 123 | $19.5K | 0.01% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 125 | $19.8K | 0.01% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 132 | $21.0K | 0.02% | +1+0.8% | Added |
| Atticus Wealth Management, LLC | 134 | $21.2K | 0.01% | −100−42.7% | Reduced |
| Newbridge Financial Services Group, Inc. | 134 | $21.2K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 145 | $22.9K | 0.02% | +145 | New |
| Grey Fox Wealth Advisors, LLC | 150 | $23.7K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 151 | $23.9K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 155 | $24.5K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 162 | $25.6K | 0.00% | −25−13.4% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 168 | $26.6K | 0.01% | −28−14.3% | Reduced |
| JFS Wealth Advisors, LLC | 170 | $26.9K | 0.00% | +8+4.9% | Added |
| Blume Capital Management, Inc. | 175 | $27.7K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 183 | $29.0K | 0.00% | −751−80.4% | Reduced |
| Estabrook Capital Management | 185 | $29.3K | 0.01% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 189 | $29.9K | 0.02% | −111−37.0% | Reduced |
| Strategic Investment Solutions, Inc. | 195 | $30.9K | 0.01% | +195 | New |
| Ten Capital Wealth Advisors, LLC | 196 | $31.0K | 0.01% | +159+429.7% | Added |
| McIlrath & Eck, LLC | 203 | $32.1K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 206 | $32.6K | 0.01% | +58+39.2% | Added |
| Country Trust Bank | 206 | $32.6K | 0.00% | +6+3.0% | Added |