| Avion Wealth | 6 | $0 | 0.00% | +6 | New |
| Tfo-TDC, LLC | 1 | $159 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 2 | $318 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2 | $319 | 0.00% | 00.0% | Unchanged |
| 25 LLC | 3 | $464 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 4 | $636 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 6 | $954 | 0.00% | +6 | New |
| Transamerica Financial Advisors, Inc. | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 4 | $1.00K | 0.00% | +2+100.0% | Added |
| Concord Wealth Partners | 7 | $1.11K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 159 | $1.20K | 0.01% | +1+0.6% | Added |
| American National Bank | 9 | $1.43K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 9 | $1.43K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 10 | $1.59K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 10 | $1.59K | 0.00% | +10 | New |
| PEAK6 Investments LLC | 10 | $1.59K | 0.00% | +10 | New |
| Richard W. Paul & Associates, LLC | 11 | $1.75K | 0.00% | −72−86.7% | Reduced |
| Prestige Wealth Management Group LLC | 12 | $1.91K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 15 | $2.00K | 0.00% | −515−97.2% | Reduced |
| Coastal Capital Group, Inc. | 15 | $2.39K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 16 | $2.54K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 17 | $2.70K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 17 | $2.71K | 0.00% | −7−29.2% | Reduced |
| Winch Advisory Services, LLC | 21 | $3.00K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 19 | $3.00K | 0.00% | +19 | New |
| Sound Income Strategies, LLC | 21 | $3.34K | 0.00% | +15+250.0% | Added |
| Fuller & Thaler Asset Management, Inc. | 22 | $3.50K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 22 | $3.50K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 24 | $3.83K | 0.00% | +12+100.0% | Added |
| Westside Investment Management, Inc. | 26 | $4.13K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 26 | $4.13K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 30 | $4.77K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 31 | $4.93K | 0.00% | 00.0% | Unchanged |
| Horizons Wealth Management | 35 | $5.57K | 0.00% | +35 | New |
| Castleview Partners, LLC | 38 | $6.08K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 40 | $6.36K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 40 | $6.48K | 0.00% | −25−38.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 42 | $6.68K | 0.00% | −734−94.6% | Reduced |
| Johnson Midwest Financial, LLC | 43 | $6.83K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 47 | $7.49K | 0.00% | −300−86.5% | Reduced |
| Fairfield, Bush & Co. | 48 | $7.63K | 0.00% | +48 | New |
| AllSquare Wealth Management LLC | 50 | $7.85K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 50 | $7.95K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 46 | $8.00K | 0.00% | +2+4.5% | Added |
| DT Investment Partners, LLC | 55 | $8.35K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 53 | $8.39K | 0.01% | +1+1.9% | Added |
| Live Oak Investment Partners | – | $8.60K | 0.01% | – | – |
| Earnest Partners LLC | 55 | $8.75K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 56 | $8.91K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 54 | $9.00K | 0.00% | +54 | New |
| Chesapeake Asset Management LLC | 56 | $9.06K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 62 | $9.83K | 0.00% | +62 | New |
| Key Financial Inc | 62 | $9.86K | 0.00% | +24+63.2% | Added |
| Capital Advisors, Ltd. LLC | 65 | $10.0K | 0.00% | +65 | New |
| West Financial Advisors, LLC | 63 | $10.0K | 0.00% | +63 | New |
| Archer Investment Corp | 64 | $10.2K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 65 | $10.3K | 0.01% | +65 | New |
| Abound Wealth Management | 68 | $10.8K | 0.00% | +16+30.8% | Added |
| New Millennium Group LLC | 69 | $11.0K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 70 | $11.1K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 71 | $11.3K | 0.00% | +26+57.8% | Added |
| Peoples Financial Services Corp. | 75 | $11.9K | 0.01% | −50−40.0% | Reduced |
| Rosenberg Matthew Hamilton | 77 | $12.2K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 81 | $12.9K | 0.00% | −9−10.0% | Reduced |
| Steward Financial Group LLC | 86 | $13.0K | 0.00% | +86 | New |
| FinTrust Capital Advisors, LLC | 97 | $13.6K | 0.00% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 90 | $14.3K | 0.01% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 93 | $14.8K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 91 | $15.0K | 0.01% | −1−1.1% | Reduced |
| Rocky Mountain Advisers, LLC | 100 | $15.8K | 0.01% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 100 | $15.9K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 100 | $15.9K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 100 | $15.9K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 98 | $16.0K | 0.00% | −10−9.3% | Reduced |
| Hanson & Doremus Investment Management | 100 | $16.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 101 | $16.0K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 103 | $16.4K | 0.00% | −15−12.7% | Reduced |
| Horan Securities, Inc. | 106 | $16.9K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 110 | $17.5K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 110 | $17.5K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 118 | $19.0K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 122 | $19.4K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 123 | $20.0K | 0.00% | −200−61.9% | Reduced |
| West Tower Group, LLC | 126 | $20.0K | 0.01% | +126 | New |
| Clearview Wealth Advisors LLC | 134 | $21.3K | 0.02% | +2+1.5% | Added |
| Atticus Wealth Management, LLC | 134 | $21.3K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 134 | $21.3K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 136 | $21.6K | 0.00% | −47−25.7% | Reduced |
| ZRC Wealth Management, LLC | 146 | $23.2K | 0.02% | +1+0.7% | Added |
| Stonebridge Capital Advisors LLC | 149 | $23.7K | 0.00% | −13−8.0% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 151 | $24.0K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 155 | $24.7K | 0.01% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 155 | $25.0K | 0.01% | +155 | New |
| JFS Wealth Advisors, LLC | 164 | $26.1K | 0.00% | −6−3.5% | Reduced |
| Blume Capital Management, Inc. | 175 | $27.8K | 0.01% | 00.0% | Unchanged |
| Estabrook Capital Management | 185 | $29.4K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 185 | $29.4K | 0.00% | +95+105.6% | Added |
| O'Dell Group, LLC | 194 | $30.9K | 0.01% | +194 | New |
| McIlrath & Eck, LLC | 203 | $32.3K | 0.01% | 00.0% | Unchanged |