| Bogart Wealth, LLC | 2 | $0 | 0.00% | −60−96.8% | Reduced |
| WestEnd Advisors, LLC | – | $600 | 0.00% | – | – |
| Transamerica Financial Advisors, Inc. | 7 | $1.00K | 0.04% | −3−30.0% | Reduced |
| Solstein Capital, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 14 | $1.00K | 0.00% | +14 | New |
| Moisand Fitzgerald Tamayo, LLC | 7 | $1.00K | 0.00% | +7 | New |
| San Luis Wealth Advisors LLC | 12 | $1.00K | 0.00% | +12 | New |
| Activest Wealth Management | 11 | $1.00K | 0.00% | +11 | New |
| Raffa Wealth Management, LLC | 13 | $1.30K | 0.00% | −103−88.8% | Reduced |
| Capital Advisors, Ltd. LLC | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 21 | $2.00K | 0.00% | +21 | New |
| J.Safra Asset Management Corp | 212 | $2.00K | 0.04% | +212 | New |
| ClariVest Asset Management LLC | 27 | $3.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 42 | $4.00K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 38 | $4.00K | 0.01% | 00.0% | Unchanged |
| Lake Point Wealth Management | 38 | $4.00K | 0.00% | +30+375.0% | Added |
| IAG Wealth Partners, LLC | 36 | $4.00K | 0.00% | +36 | New |
| Ulland Investment Advisors, LLC | 40 | $4.00K | 0.00% | +40 | New |
| Providence Capital Advisors, LLC | 48 | $5.00K | 0.00% | −25−34.2% | Reduced |
| Old Second National Bank of Aurora | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 50 | $5.00K | 0.00% | +50 | New |
| Financial Connections Group, Inc. | 60 | $6.00K | 0.01% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 56 | $6.00K | 0.00% | +56 | New |
| Sage Private Wealth Group, LLC | 75 | $8.00K | 0.01% | 00.0% | Unchanged |
| Emfo, LLC | 75 | $8.00K | 0.01% | 00.0% | Unchanged |
| HC Financial Advisors Inc | 93 | $9.00K | 0.01% | −220−70.3% | Reduced |
| Maryland Capital Advisors Inc. | 92 | $9.00K | 0.01% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 87 | $9.00K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 94 | $9.00K | 0.00% | +70+291.7% | Added |
| Orion Capital Management LLC | 91 | $9.00K | 0.01% | +91 | New |
| Blue Bell Private Wealth Management, LLC | 100 | $10.0K | 0.00% | −100−50.0% | Reduced |
| Bellevue Asset Management, LLC | 101 | $10.0K | 0.01% | 00.0% | Unchanged |
| Hoese & Co LLP | 100 | $10.0K | 0.01% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 101 | $10.0K | 0.01% | 00.0% | Unchanged |
| Corsicana & Co. | 112 | $11.0K | 0.01% | −1,050−90.4% | Reduced |
| Cedar Mountain Advisors, LLC | 105 | $11.0K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 109 | $11.0K | 0.00% | +109 | New |
| Sandy Cove Advisors, LLC | 107 | $11.0K | 0.01% | +107 | New |
| First Quadrant L P | 115 | $12.0K | 0.07% | −47,172−99.8% | Reduced |
| Lowe Wealth Advisors, LLC | 117 | $12.0K | 0.01% | −80−40.6% | Reduced |
| Hartford Financial Management Inc. | 119 | $12.0K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 124 | $12.0K | 0.02% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 121 | $12.0K | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 122 | $12.0K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 123 | $12.0K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 124 | $12.0K | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 117 | $12.0K | 0.01% | +117 | New |
| Horan Securities, Inc. | 137 | $14.0K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 135 | $14.0K | 0.01% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 137 | $14.0K | 0.01% | +1+0.7% | Added |
| Atticus Wealth Management, LLC | 140 | $14.0K | 0.01% | +140 | New |
| Delos Wealth Advisors, LLC | 147 | $15.0K | 0.01% | −231−61.1% | Reduced |
| Stephens Consulting, LLC | 150 | $15.0K | 0.01% | −84−35.9% | Reduced |
| Kozak & Associates, Inc. | 151 | $15.0K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 150 | $15.0K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 159 | $16.0K | 0.00% | −26−14.1% | Reduced |
| McCarthy Asset Management, Inc. | 165 | $17.0K | 0.01% | 00.0% | Unchanged |
| Gibson Wealth Advisors LLC | 175 | $18.0K | 0.02% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 191 | $19.0K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 190 | $19.0K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 186 | $19.0K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 186 | $19.0K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 200 | $19.0K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 196 | $19.0K | 0.00% | +196 | New |
| High Net Worth Advisory Group LLC | 202 | $20.0K | 0.01% | −150−42.6% | Reduced |
| Central Bank & Trust Co | 201 | $20.0K | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 202 | $20.0K | 0.02% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 200 | $20.0K | 0.00% | 00.0% | Unchanged |
| Ironwood Wealth Management, Inc. | 200 | $20.0K | 0.01% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 200 | $20.0K | 0.01% | +100+100.0% | Added |
| Hanseatic Management Services Inc | 199 | $20.0K | 0.03% | +199 | New |
| GoalVest Advisory LLC | 195 | $20.0K | 0.01% | +195 | New |
| FAI Wealth Management | 210 | $21.0K | 0.02% | −1,000−82.6% | Reduced |
| IMA Wealth, Inc. | 211 | $21.0K | 0.00% | −134−38.8% | Reduced |
| Kenfarb & Co. | 208 | $21.0K | 0.02% | 00.0% | Unchanged |
| SWS Partners | 214 | $21.0K | 0.01% | +214 | New |
| Strategic Asset Management, LLC | 218 | $22.0K | 0.03% | −99−31.2% | Reduced |
| Paladin Advisory Group, LLC | 225 | $22.0K | 0.02% | +225 | New |
| Financial Perspectives, Inc | 230 | $23.0K | 0.01% | +101+78.3% | Added |
| TD Ameritrade Investment Management, LLC | 226 | $23.0K | 0.00% | −480−68.0% | Reduced |
| Valley National Advisers Inc | 229 | $23.0K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 232 | $23.0K | 0.01% | +36+18.4% | Added |
| AllSquare Wealth Management LLC | 248 | $25.0K | 0.02% | +3+1.2% | Added |
| Goodwin Investment Advisory | 247 | $25.0K | 0.02% | +247 | New |
| AlphaMark Advisors, LLC | 261 | $26.0K | 0.01% | 00.0% | Unchanged |
| James Investment Research Inc | 286 | $29.0K | 0.00% | +286 | New |
| Arlington Partners LLC | 304 | $30.0K | 0.01% | 00.0% | Unchanged |
| Arcadia Investment Advisors LLC | 300 | $30.0K | 0.02% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 316 | $32.0K | 0.00% | +52+19.7% | Added |
| Global Wealth Management Investment Advisory, Inc. | 364 | $36.0K | 0.01% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 370 | $37.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 365 | $37.0K | 0.01% | +176+93.1% | Added |
| Canton Hathaway, LLC | 391 | $39.0K | 0.01% | 00.0% | Unchanged |
| Advanced Research Investment Solutions, LLC | 392 | $39.0K | 0.02% | +242+161.3% | Added |
| DeDora Capital, Inc. | 391 | $39.0K | 0.02% | +391 | New |
| Independence Bank of Kentucky | 395 | $40.0K | 0.02% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 404 | $40.0K | 0.02% | +3+0.7% | Added |
| Carroll Investors, Inc | 400 | $40.0K | 0.03% | 00.0% | Unchanged |
