| Your Advocates Ltd., LLP | 719 | $84.8K | 0.05% | 00.0% | Unchanged |
| Cutler Group LP | 709 | $83.0K | 0.01% | −10,836−93.9% | Reduced |
| Earnest Partners LLC | 700 | $82.6K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 700 | $82.6K | 0.07% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 696 | $82.2K | 0.02% | +17+2.5% | Added |
| Rocky Mountain Advisers, LLC | 698 | $82.0K | 0.05% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 689 | $81.3K | 0.01% | +76+12.4% | Added |
| RFP Financial Group LLC | 681 | $80.4K | 0.04% | +681 | New |
| Osterweis Capital Management Inc | 679 | $80.1K | 0.01% | +679 | New |
| Atwood & Palmer Inc | 668 | $78.8K | 0.01% | +84+14.4% | Added |
| Beacon Capital Management, LLC | 664 | $78.4K | 0.03% | −1,026−60.7% | Reduced |
| Tyler-Stone Wealth Management | 653 | $77.0K | 0.05% | +3+0.5% | Added |
| Hallmark Capital Management Inc | 650 | $76.7K | 0.01% | −250−27.8% | Reduced |
| Ritter Daniher Financial Advisory LLC | 650 | $76.7K | 0.04% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 639 | $75.4K | 0.03% | +134+26.5% | Added |
| Private Ocean, LLC | 630 | $74.3K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 619 | $73.0K | 0.08% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 582 | $70.9K | 0.05% | +582 | New |
| Glassy Mountain Advisors, Inc. | 600 | $70.8K | 0.04% | +600 | New |
| Pathway Financial Advisers, LLC | 600 | $70.7K | 0.03% | +600 | New |
| Riggs Asset Managment Co. Inc. | 591 | $69.7K | 0.03% | −198−25.1% | Reduced |
| Motco | 590 | $69.6K | 0.01% | −396−40.2% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 588 | $69.0K | 0.10% | +24+4.3% | Added |
| Bell Investment Advisors, Inc | 580 | $68.4K | 0.02% | +157+37.1% | Added |
| West Oak Capital, LLC | 574 | $68.0K | 0.04% | −200−25.8% | Reduced |
| GHP Investment Advisors, Inc. | 574 | $67.7K | 0.00% | +65+12.8% | Added |
| Horizon Bancorp Inc | 572 | $67.0K | 0.04% | +572 | New |
| Sanctuary Wealth Management, L.L.C. | 565 | $66.7K | 0.08% | +565 | New |
| Coastal Capital Group, Inc. | 646 | $66.1K | 0.02% | +1+0.2% | Added |
| Madden Securities Corp | 550 | $64.9K | 0.03% | +550 | New |
| Focused Wealth Management, Inc | 529 | $62.5K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 527 | $62.2K | 0.03% | +50+10.5% | Added |
| Affiance Financial, LLC | 517 | $61.0K | 0.02% | +517 | New |
| PFS Partners, LLC | 515 | $60.8K | 0.06% | +3+0.6% | Added |
| Old Second National Bank of Aurora | 502 | $59.2K | 0.02% | +452+904.0% | Added |
| Founders Capital Management | 500 | $59.0K | 0.04% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 485 | $57.2K | 0.08% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 477 | $57.0K | 0.04% | +477 | New |
| Chiron Investment Management, LLC | 482 | $56.9K | 0.01% | −55−10.2% | Reduced |
| Coston, McIsaac & Partners | 480 | $56.0K | 0.02% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 451 | $53.2K | 0.04% | +451 | New |
| Tower View Investment Management & Research LLC | 453 | $53.0K | 0.04% | +1+0.2% | Added |
| Global Financial Private Client, LLC | 444 | $52.4K | 0.03% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 438 | $51.7K | 0.03% | +438 | New |
| Wolff Wiese Magana LLC | 384 | $45.3K | 0.04% | −549−58.8% | Reduced |
| Clear Perspectives Financial Planning, LLC | 377 | $44.5K | 0.02% | +3+0.8% | Added |
| Bay Harbor Wealth Management, LLC | 371 | $44.0K | 0.02% | −1−0.3% | Reduced |
| Cranbrook Wealth Management, LLC | 370 | $43.7K | 0.01% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 365 | $43.1K | 0.03% | +365 | New |
| First Personal Financial Services | 350 | $41.3K | 0.01% | −341−49.3% | Reduced |
| Clean Yield Group | 345 | $40.7K | 0.02% | +345 | New |
| Toth Financial Advisory Corp | 339 | $40.0K | 0.01% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 316 | $37.3K | 0.01% | +316 | New |
| PrairieView Partners, LLC | 316 | $37.0K | 0.01% | 00.0% | Unchanged |
| Arlington Partners LLC | 304 | $35.9K | 0.01% | 00.0% | Unchanged |
| Phocas Financial Corp. | 300 | $35.4K | 0.01% | +300 | New |
| Mascoma Wealth Management LLC | 298 | $35.2K | 0.01% | −896−75.0% | Reduced |
| Delos Wealth Advisors, LLC | 297 | $35.1K | 0.05% | 00.0% | Unchanged |
| Activest Wealth Management | 296 | $35.0K | 0.01% | −7−2.3% | Reduced |
| Zullo Investment Group, Inc. | 291 | $34.3K | 0.02% | +41+16.4% | Added |
| Financial Connections Group, Inc. | 290 | $34.0K | 0.03% | +230+383.3% | Added |
| Kapitalo Investimentos Ltda | 280 | $33.0K | 0.03% | +280 | New |
| Credential Qtrade Securities Inc. | 273 | $32.2K | 0.00% | −143−34.4% | Reduced |
| Loomis Sayles & Co L P | 272 | $32.0K | 0.00% | −172−38.7% | Reduced |
| AlphaMark Advisors, LLC | 262 | $31.0K | 0.02% | 00.0% | Unchanged |
| Goodwin Investment Advisory | 262 | $30.9K | 0.02% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 255 | $30.1K | 0.00% | +255 | New |
| Kozak & Associates, Inc. | 252 | $30.0K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 252 | $29.7K | 0.02% | +114+82.6% | Added |
| Truvestments Capital LLC | 250 | $29.5K | 0.02% | +50+25.0% | Added |
| Horan Securities, Inc. | 249 | $29.4K | 0.02% | +112+81.8% | Added |
| Semmax Financial Advisors Inc. | 243 | $29.0K | 0.01% | +2+0.8% | Added |
| AllSquare Wealth Management LLC | 243 | $28.7K | 0.02% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 243 | $28.7K | 0.00% | +141+138.2% | Added |
| Key Financial Inc | 279 | $28.6K | 0.01% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 239 | $28.2K | 0.01% | −132−35.6% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 236 | $27.8K | 0.01% | +114+93.4% | Added |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 230 | $27.0K | 0.24% | −230−50.0% | Reduced |
| Level Financial Advisors, Inc. | 230 | $27.0K | 0.02% | +28+13.9% | Added |
| Orion Capital Management LLC | 227 | $26.8K | 0.02% | +136+149.5% | Added |
| Ten Capital Wealth Advisors, LLC | 211 | $24.9K | 0.01% | +142+205.8% | Added |
| HHM Wealth Advisors, LLC | 210 | $24.8K | 0.01% | −185−46.8% | Reduced |
| Kenfarb & Co. | 208 | $24.5K | 0.02% | 00.0% | Unchanged |
| Ironwood Wealth Management, Inc. | 200 | $24.0K | 0.01% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 202 | $23.8K | 0.01% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 200 | $23.6K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 195 | $23.0K | 0.01% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 194 | $22.9K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 193 | $22.8K | 0.01% | −46−19.2% | Reduced |
| Perkins Coie Trust Co | 191 | $22.5K | 0.01% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 191 | $22.5K | 0.01% | +191 | New |
| Operose Advisors LLC | 190 | $22.4K | 0.01% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 190 | $22.4K | 0.01% | +190 | New |
| IMA Wealth, Inc. | 188 | $22.2K | 0.01% | 00.0% | Unchanged |
| Kepos Capital LP | 190 | $22.0K | 0.00% | −287−60.2% | Reduced |
| Princeton Global Asset Management LLC | 186 | $22.0K | 0.01% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $21.6K | 0.02% | – | New |
| Tacita Capital Inc | 170 | $20.0K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 200 | $19.0K | 0.01% | 00.0% | Unchanged |
| Sierra Capital LLC | 161 | $19.0K | 0.00% | +24+17.5% | Added |
