| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| WestEnd Advisors, LLC | 1 | $163 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 1 | $163 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 3 | $489 | 0.00% | +3 | New |
| Highline Wealth Partners LLC | 4 | $652 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 4 | $652 | 0.00% | +3+300.0% | Added |
| Reston Wealth Management LLC | 4 | $652 | 0.00% | +4 | New |
| Foster Dykema Cabot & Partners, LLC | 4 | $652 | 0.00% | +4 | New |
| Quest Partners LLC | 5 | $815 | 0.00% | −6,710−99.9% | Reduced |
| Talon Private Wealth, LLC | 5 | $815 | 0.00% | +5 | New |
| Cornerstone Planning Group LLC | 6 | $941 | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 6 | $977 | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 6 | $978 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 7 | $1.14K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 8 | $1.30K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 9 | $1.47K | 0.00% | −1−10.0% | Reduced |
| TD Capital Management LLC | 10 | $1.63K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 10 | $1.63K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 10 | $1.63K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 10 | $1.63K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 10 | $1.63K | 0.00% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 11 | $1.79K | 0.00% | +11 | New |
| Pacific Capital Wealth Advisors, Inc | 12 | $1.96K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 13 | $2.18K | 0.00% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 15 | $2.44K | 0.00% | +15 | New |
| JNBA Financial Advisors | 16 | $2.61K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 16 | $2.61K | 0.00% | +16 | New |
| Winch Advisory Services, LLC | 16 | $2.63K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 17 | $2.77K | 0.00% | 00.0% | Unchanged |
| Copley Financial Group, Inc. | 18 | $2.93K | 0.00% | +18 | New |
| SJS Investment Consulting Inc. | 19 | $3.11K | 0.00% | −60−75.9% | Reduced |
| NewSquare Capital LLC | 20 | $3.28K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 21 | $3.42K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 22 | $3.58K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 23 | $3.75K | 0.00% | +23 | New |
| Fuller & Thaler Asset Management, Inc. | 24 | $3.91K | 0.00% | 00.0% | Unchanged |
| Keener Financial Planning LLC | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 25 | $4.07K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 26 | $4.24K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 26 | $4.24K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 26 | $4.24K | 0.00% | +1+4.0% | Added |
| Dunhill Financial, LLC | 28 | $4.52K | 0.00% | +16+133.3% | Added |
| Indiana Trust & Investment Management CO | 30 | $4.89K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 30 | $4.89K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 30 | $5.00K | 0.00% | −68−69.4% | Reduced |
| Investors Research Corp | 31 | $5.05K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 32 | $5.21K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 33 | $5.38K | 0.00% | +33 | New |
| Robinswood Financial LLC | 33 | $5.38K | 0.00% | +33 | New |
| Private Wealth Management Group, LLC | 33 | $5.38K | 0.00% | +6+22.2% | Added |
| Voisard Asset Management Group, Inc. | 35 | $5.70K | 0.00% | +35 | New |
| Eagle Bay Advisors LLC | 37 | $6.03K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 37 | $6.03K | 0.00% | +2+5.7% | Added |
| Logan Capital Management Inc | 38 | $6.19K | 0.00% | −158−80.6% | Reduced |
| Raleigh Capital Management Inc. | 38 | $6.24K | 0.00% | +1+2.7% | Added |
| Mascoma Wealth Management LLC | 40 | $6.52K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 40 | $6.52K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 42 | $6.84K | 0.00% | −10−19.2% | Reduced |
| Beacon Capital Management, LLC | 45 | $7.33K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 48 | $7.79K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 50 | $8.15K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 50 | $8.15K | 0.00% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 50 | $8.15K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 50 | $8.15K | 0.00% | +50 | New |
| PFS Partners, LLC | 55 | $8.96K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 55 | $8.96K | 0.00% | −3−5.2% | Reduced |
| Fortis Group Advisors, LLC | 55 | $8.96K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 56 | $9.12K | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $9.17K | 0.01% | – | – |
| Skopos Labs, Inc. | 58 | $9.45K | 0.00% | +58 | New |
| Sachetta, LLC | 59 | $9.61K | 0.00% | −2−3.3% | Reduced |
| Manchester Capital Management LLC | 62 | $10.1K | 0.00% | +29+87.9% | Added |
| West Financial Advisors, LLC | 63 | $10.3K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 68 | $11.0K | 0.00% | +3+4.6% | Added |
| Hobbs Group Advisors, LLC | 68 | $11.1K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 69 | $11.2K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 70 | $11.4K | 0.00% | +15+27.3% | Added |
| Abound Wealth Management | 73 | $11.9K | 0.00% | +12+19.7% | Added |
| GW&K Investment Management, LLC | 75 | $12.0K | 0.00% | +7+10.3% | Added |
| Peoples Financial Services Corp. | 75 | $12.2K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 75 | $12.2K | 0.00% | +62+476.9% | Added |
| SOA Wealth Advisors, LLC. | 83 | $13.6K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 84 | $13.7K | 0.01% | +12+16.7% | Added |
| Covestor Ltd | 86 | $14.0K | 0.01% | −1−1.1% | Reduced |
| GPS Wealth Strategies Group, LLC | 87 | $14.2K | 0.00% | −108−55.4% | Reduced |
| True Wealth Design, LLC | 87 | $14.2K | 0.01% | +82+1,640.0% | Added |
| Rise Advisors, LLC | 87 | $14.2K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 88 | $14.4K | 0.01% | +6+7.3% | Added |
| Trivant Custom Portfolio Group, LLC | 90 | $14.7K | 0.01% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 93 | $15.2K | 0.00% | −130−58.3% | Reduced |
| Chilton Capital Management LLC | 93 | $15.2K | 0.00% | +93 | New |
| Bogart Wealth, LLC | 95 | $15.5K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 100 | $16.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 98 | $16.0K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 104 | $16.0K | 0.00% | +104 | New |
| Optiver Holding B.V. | 100 | $16.3K | 0.00% | −3,317−97.1% | Reduced |
| Rocky Mountain Advisers, LLC | 100 | $16.3K | 0.00% | 00.0% | Unchanged |