| Crestmont Private Wealth LLC | 1 | $0 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | 8 | $577 | 0.00% | – | – |
| USA Financial Portformulas Corp | 8 | $1.00K | 0.00% | −924−99.1% | Reduced |
| Transamerica Financial Advisors, Inc. | 10 | $1.00K | 0.03% | −3−23.1% | Reduced |
| Institutional & Family Asset Management, LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 17 | $1.00K | 0.00% | +17 | New |
| Old Second National Bank of Aurora | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 27 | $2.00K | 0.00% | 00.0% | Unchanged |
| Rather & Kittrell, Inc. | 38 | $2.00K | 0.00% | +38 | New |
| Tfo-TDC, LLC | 27 | $2.00K | 0.00% | +27 | New |
| Johnson Midwest Financial, LLC | 38 | $3.00K | 0.00% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 46 | $3.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 42 | $3.00K | 0.00% | +42 | New |
| Bogart Wealth, LLC | 62 | $4.00K | 0.00% | +60+3,000.0% | Added |
| Core Alternative Capital | 61 | $4.00K | 0.00% | +61 | New |
| Financial Connections Group, Inc. | 60 | $4.00K | 0.00% | +60 | New |
| Edge Wealth Management LLC | 68 | $5.00K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 73 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 75 | $5.00K | 0.01% | 00.0% | Unchanged |
| Emfo, LLC | 75 | $5.00K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 72 | $5.00K | 0.00% | +72 | New |
| Widmann Financial Services, Inc. | 70 | $5.00K | 0.00% | +70 | New |
| Stuart Chaussee & Associates, Inc. | 87 | $6.00K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 200 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 101 | $7.00K | 0.00% | +1+1.0% | Added |
| Hoese & Co LLP | 100 | $7.00K | 0.01% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 92 | $7.00K | 0.01% | +92 | New |
| CarsonAllaria Wealth Management, Ltd. | 101 | $7.00K | 0.01% | +101 | New |
| Zullo Investment Group, Inc. | 100 | $7.00K | 0.00% | +100 | New |
| Cedar Mountain Advisors, LLC | 105 | $8.00K | 0.00% | 00.0% | Unchanged |
| Masso Torrence Wealth Management Inc. | 113 | $8.00K | 0.01% | +113 | New |
| Raffa Wealth Management, LLC | 116 | $8.37K | 0.00% | −104−47.3% | Reduced |
| Hartford Financial Management Inc. | 119 | $9.00K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 124 | $9.00K | 0.01% | 00.0% | Unchanged |
| Burleson & Company, LLC | 122 | $9.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 124 | $9.00K | 0.00% | +10+8.8% | Added |
| HighMark Wealth Management LLC | 123 | $9.00K | 0.01% | +29+30.9% | Added |
| Financial Enhancement Group LLC | 121 | $9.00K | 0.00% | +121 | New |
| Leverty Financial Group, LLC | 126 | $9.00K | 0.01% | +126 | New |
| Financial Perspectives, Inc | 129 | $9.31K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 135 | $10.0K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 137 | $10.0K | 0.01% | +137 | New |
| Advanced Research Investment Solutions, LLC | 150 | $10.0K | 0.00% | +150 | New |
| Tilia Fiduciary Partners, Inc. | 136 | $10.0K | 0.01% | +136 | New |
| Atlantic Trust, LLC | 150 | $11.0K | 0.01% | 00.0% | Unchanged |
| Elmwood Wealth Management, Inc. | 154 | $11.0K | 0.01% | +154 | New |
| McCarthy Asset Management, Inc. | 165 | $12.0K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 186 | $13.0K | 0.01% | −1,034−84.8% | Reduced |
| Princeton Global Asset Management LLC | 186 | $13.0K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 185 | $13.0K | 0.00% | +34+22.5% | Added |
| Gibson Wealth Advisors LLC | 175 | $13.0K | 0.01% | +175 | New |
| Perkins Coie Trust Co | 191 | $14.0K | 0.00% | −200−51.2% | Reduced |
| Truvestments Capital LLC | 200 | $14.0K | 0.01% | −100−33.3% | Reduced |
| Ironwood Wealth Management, Inc. | 200 | $14.0K | 0.01% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 197 | $14.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 189 | $14.0K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 200 | $14.0K | 0.00% | +200 | New |
| SJS Investment Consulting Inc. | 196 | $14.0K | 0.00% | +196 | New |
| Operose Advisors LLC | 190 | $14.0K | 0.01% | +190 | New |
| Cornerstone Management, Inc. | 200 | $14.4K | 0.00% | +200 | New |
| Central Bank & Trust Co | 201 | $15.0K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 151 | $15.0K | 0.01% | +105+228.3% | Added |
| TAP Consulting, LLC | 214 | $15.0K | 0.00% | +214 | New |
| Level Financial Advisors, Inc. | 202 | $15.0K | 0.01% | +202 | New |
| Kenfarb & Co. | 208 | $15.0K | 0.01% | +208 | New |
| Lloyd Advisory Services, LLC. | 221 | $16.0K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 234 | $16.9K | 0.01% | +234 | New |
| Valley National Advisers Inc | 229 | $17.0K | 0.00% | −335−59.4% | Reduced |
| AllSquare Wealth Management LLC | 245 | $18.0K | 0.01% | −95−27.9% | Reduced |
| AlphaMark Advisors, LLC | 261 | $19.0K | 0.01% | 00.0% | Unchanged |
| NVWM, LLC | 263 | $19.0K | 0.01% | +1+0.4% | Added |
| PrairieView Partners, LLC | 264 | $19.0K | 0.00% | +132+100.0% | Added |
| FSB Premier Wealth Management, Inc. | 280 | $20.0K | 0.01% | +280 | New |
| Arcadia Investment Advisors LLC | 300 | $21.7K | 0.01% | 00.0% | Unchanged |
| Spectrum Management Group, LLC | 300 | $22.0K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 250 | $22.0K | 0.01% | 00.0% | Unchanged |
| Arlington Partners LLC | 304 | $22.0K | 0.01% | +304 | New |
| Strategic Asset Management, LLC | 317 | $23.0K | 0.03% | +1+0.3% | Added |
| HC Financial Advisors Inc | 313 | $23.0K | 0.01% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 345 | $25.0K | 0.01% | −71−17.1% | Reduced |
| High Net Worth Advisory Group LLC | 352 | $25.0K | 0.01% | +352 | New |
| Global Wealth Management Investment Advisory, Inc. | 364 | $26.0K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 380 | $27.0K | 0.00% | −262−40.8% | Reduced |
| Cranbrook Wealth Management, LLC | 370 | $27.0K | 0.01% | −259−41.2% | Reduced |
| Delos Wealth Advisors, LLC | 378 | $27.0K | 0.03% | +351+1,300.0% | Added |
| Canton Hathaway, LLC | 391 | $28.0K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 383 | $28.0K | 0.01% | 00.0% | Unchanged |
| Carroll Investors, Inc | 400 | $28.0K | 0.02% | +400 | New |
| Manchester Capital Management LLC | 400 | $29.0K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 395 | $29.0K | 0.01% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 401 | $29.0K | 0.01% | +3+0.8% | Added |
| Ford Financial Group, LLC | 410 | $29.0K | 0.01% | +410 | New |
| Signet Financial Management, LLC | 413 | $30.0K | 0.00% | +413 | New |
| Investment Research & Advisory Group, Inc. | 437 | $32.0K | 0.02% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 444 | $32.0K | 0.02% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 462 | $33.0K | 0.00% | 00.0% | Unchanged |
