| Moisand Fitzgerald Tamayo, LLC | 3 | $0 | 0.00% | −4−57.1% | Reduced |
| Activest Wealth Management | 1 | $0 | 0.00% | −10−90.9% | Reduced |
| Annapolis Financial Services, LLC | 2 | $0 | 0.00% | +2 | New |
| WestEnd Advisors, LLC | 5 | $449 | 0.00% | – | – |
| J.Safra Asset Management Corp | 139 | $1.00K | 0.02% | −73−34.4% | Reduced |
| Institutional & Family Asset Management, LLC | 12 | $1.00K | 0.00% | −5−29.4% | Reduced |
| West Branch Capital LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 16 | $1.00K | 0.00% | +16 | New |
| Raffa Wealth Management, LLC | 13 | $1.17K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 20 | $2.00K | 0.00% | −7−25.9% | Reduced |
| Northwest Investment Counselors, LLC | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 18 | $2.00K | 0.00% | +1+5.9% | Added |
| Tfo-TDC, LLC | 21 | $2.00K | 0.00% | +21 | New |
| Ossiam | 26 | $2.00K | 0.00% | +26 | New |
| Tradewinds Capital Management, LLC | 35 | $3.00K | 0.00% | −562−94.1% | Reduced |
| Ten Capital Wealth Advisors, LLC | 35 | $3.00K | 0.00% | −15−30.0% | Reduced |
| Johnson Midwest Financial, LLC | 38 | $3.00K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 36 | $3.00K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 42 | $4.00K | 0.00% | −14−25.0% | Reduced |
| Old Second National Bank of Aurora | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 42 | $4.00K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 43 | $4.00K | 0.00% | +5+13.2% | Added |
| Ulland Investment Advisors, LLC | 40 | $4.00K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 43 | $4.00K | 0.00% | +29+207.1% | Added |
| Manchester Capital Management LLC | 40 | $4.00K | 0.00% | +40 | New |
| Financial Connections Group, Inc. | 60 | $5.00K | 0.00% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 52 | $5.00K | 0.00% | +52 | New |
| Jackson, Grant Investment Advisers, Inc. | 54 | $5.00K | 0.00% | +54 | New |
| Pacific Center for Financial Services | 51 | $5.00K | 0.00% | +51 | New |
| Gibson Wealth Advisors LLC | 75 | $7.00K | 0.01% | −100−57.1% | Reduced |
| Sage Private Wealth Group, LLC | 75 | $7.00K | 0.01% | 00.0% | Unchanged |
| Emfo, LLC | 75 | $7.00K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 81 | $7.00K | 0.00% | +81 | New |
| Morton Brown Family Wealth, LLC | 78 | $7.00K | 0.01% | +78 | New |
| HC Financial Advisors Inc | 93 | $8.00K | 0.01% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 94 | $8.00K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 91 | $8.00K | 0.01% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 92 | $8.00K | 0.01% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 94 | $8.00K | 0.01% | +94 | New |
| Rise Advisors, LLC | 87 | $8.00K | 0.01% | +87 | New |
| FSC Wealth Advisors, LLC | 86 | $8.00K | 0.07% | +86 | New |
| FAI Wealth Management | 110 | $9.00K | 0.01% | −100−47.6% | Reduced |
| Cedar Mountain Advisors, LLC | 105 | $9.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 101 | $9.00K | 0.01% | 00.0% | Unchanged |
| Hoese & Co LLP | 100 | $9.00K | 0.01% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 101 | $9.00K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 102 | $9.00K | 0.00% | +100+5,000.0% | Added |
| HighMark Wealth Management LLC | 116 | $10.0K | 0.01% | −7−5.7% | Reduced |
| Corsicana & Co. | 112 | $10.0K | 0.01% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 114 | $10.0K | 0.02% | +27+31.0% | Added |
| Knott David M Jr | 113 | $10.0K | 0.00% | +113 | New |
| Hartford Financial Management Inc. | 119 | $11.0K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 124 | $11.0K | 0.02% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 117 | $11.0K | 0.01% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 121 | $11.0K | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 122 | $11.0K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 124 | $11.0K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 137 | $12.0K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 135 | $12.0K | 0.01% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 138 | $12.0K | 0.01% | +1+0.7% | Added |
| Chiron Investment Management, LLC | 132 | $12.0K | 0.00% | +132 | New |
| Atlantic Trust, LLC | 150 | $13.0K | 0.01% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 147 | $13.0K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 150 | $13.5K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 159 | $14.0K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 168 | $15.0K | 0.00% | +168 | New |
| Ironwood Wealth Management, Inc. | 200 | $17.0K | 0.01% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 191 | $17.0K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 186 | $17.0K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 190 | $17.0K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 188 | $17.0K | 0.00% | +79+72.5% | Added |
| Cornerstone Management, Inc. | 200 | $18.0K | 0.00% | 00.0% | Unchanged |
| Central Bank & Trust Co | 201 | $18.0K | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 202 | $18.0K | 0.01% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 202 | $18.0K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 200 | $18.0K | 0.01% | +200 | New |
| Better Money Decisions, LLC | 200 | $18.0K | 0.02% | +200 | New |
| Newbridge Financial Services Group, Inc. | 206 | $19.0K | 0.01% | −1,156−84.9% | Reduced |
| IMA Wealth, Inc. | 211 | $19.0K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 200 | $19.0K | 0.01% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 220 | $20.0K | 0.03% | +2+0.9% | Added |
| Hanseatic Management Services Inc | 218 | $20.0K | 0.05% | +19+9.5% | Added |
| Financial Perspectives, Inc | 230 | $20.7K | 0.01% | 00.0% | Unchanged |
| Kenfarb & Co. | 208 | $21.0K | 0.02% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 250 | $22.0K | 0.01% | +50+25.0% | Added |
| AlphaMark Advisors, LLC | 262 | $23.0K | 0.01% | +1+0.4% | Added |
| Kozak & Associates, Inc. | 252 | $23.0K | 0.02% | +101+66.9% | Added |
| Worth Asset Management, LLC | 279 | $25.0K | 0.02% | −409−59.4% | Reduced |
| AllSquare Wealth Management LLC | 282 | $25.0K | 0.02% | +34+13.7% | Added |
| Key Financial Inc | 279 | $25.0K | 0.01% | +93+50.0% | Added |
| Arcadia Investment Advisors LLC | 300 | $26.9K | 0.02% | 00.0% | Unchanged |
| Arlington Partners LLC | 304 | $27.0K | 0.01% | 00.0% | Unchanged |
| AGF Investments LLC | 313 | $28.0K | 0.00% | −592−65.4% | Reduced |
| PrairieView Partners, LLC | 316 | $28.0K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 370 | $33.0K | 0.01% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 391 | $35.0K | 0.01% | 00.0% | Unchanged |
| Advanced Research Investment Solutions, LLC | 392 | $35.0K | 0.02% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 406 | $36.0K | 0.02% | +2+0.5% | Added |