| McCarthy Grittinger Financial Group, LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | Unchanged |
| Miller Wealth Advisors, LLC | 5 | $203 | 0.00% | +5 | New |
| Aspect Partners, LLC | 8 | $313 | 0.00% | +8 | New |
| First Personal Financial Services | 9 | $353 | 0.00% | +9 | New |
| NVWM, LLC | 12 | $469 | 0.00% | −10−45.5% | Reduced |
| Voisard Asset Management Group, Inc. | 14 | $548 | 0.00% | +14 | New |
| Addison Advisors LLC | 17 | $666 | 0.00% | 00.0% | Unchanged |
| Kings Path Partners LLC | 18 | $704 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 19 | $725 | 0.00% | −33−63.5% | Reduced |
| Rogco, LP | 20 | $782 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 21 | $822 | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 21 | $822 | 0.00% | +21 | New |
| Glen Eagle Advisors, LLC | 21 | $823 | 0.00% | +4+23.5% | Added |
| Westside Investment Management, Inc. | 24 | $939 | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 25 | $984 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 21 | $1.00K | 0.00% | −2,032−99.0% | Reduced |
| Old Second National Bank of Aurora | 26 | $1.02K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 26 | $1.02K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 30 | $1.17K | 0.00% | −10−25.0% | Reduced |
| BNP Paribas | 30 | $1.17K | 0.00% | +30 | New |
| Valued Wealth Advisors LLC | 31 | $1.22K | 0.00% | −43−58.1% | Reduced |
| Baldwin Brothers Inc | 35 | $1.37K | 0.00% | +35 | New |
| Eagle Bay Advisors LLC | 37 | $1.45K | 0.00% | 00.0% | Unchanged |
| Studio Investment Management LLC | 37 | $1.45K | 0.00% | +37 | New |
| HHM Wealth Advisors, LLC | 39 | $1.54K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 40 | $1.56K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 44 | $1.72K | 0.00% | −486−91.7% | Reduced |
| St Germain D J Co Inc | 44 | $1.72K | 0.00% | +44 | New |
| CBIZ Investment Advisory Services, LLC | 48 | $1.88K | 0.00% | +48 | New |
| Capital Advisors, Ltd. LLC | 46 | $2.00K | 0.00% | −193−80.8% | Reduced |
| Iron Horse Wealth Management, LLC | 53 | $2.07K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 54 | $2.11K | 0.00% | −125−69.8% | Reduced |
| New Millennium Group LLC | 56 | $2.22K | 0.00% | −1−1.8% | Reduced |
| Estabrook Capital Management | 59 | $2.31K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 61 | $2.39K | 0.00% | −29−32.2% | Reduced |
| SJS Investment Consulting Inc. | 68 | $2.66K | 0.00% | −23−25.3% | Reduced |
| Birchbrook, Inc. | 68 | $2.66K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 70 | $2.74K | 0.00% | −185−72.5% | Reduced |
| Flaharty Asset Management, LLC | 74 | $2.88K | 0.00% | +74 | New |
| Trifecta Capital Advisors, LLC | 74 | $2.90K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 76 | $2.97K | 0.00% | +3+4.1% | Added |
| Roble, Belko & Company, Inc | 73 | $3.00K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 79 | $3.09K | 0.00% | +79 | New |
| Ossiam | 85 | $3.33K | 0.00% | −981−92.0% | Reduced |
| Cetera Trust Company, N.A | 86 | $3.36K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 92 | $3.60K | 0.00% | −6−6.1% | Reduced |
| FinTrust Capital Advisors, LLC | 94 | $3.69K | 0.00% | −10−9.6% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 97 | $3.79K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 100 | $3.91K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 100 | $3.91K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 100 | $3.91K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 100 | $3.91K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 100 | $3.91K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 100 | $3.91K | 0.00% | +6+6.4% | Added |
| Hantz Financial Services, Inc. | 111 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 120 | $4.00K | 0.00% | +120 | New |
| Gould Capital, LLC | 103 | $4.03K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 105 | $4.11K | 0.00% | −40−27.6% | Reduced |
| Dunhill Financial, LLC | 108 | $4.22K | 0.00% | +73+208.6% | Added |
| Webster Bank, N. A. | 121 | $4.73K | 0.00% | −63−34.2% | Reduced |
| Byrne Asset Management LLC | 140 | $5.48K | 0.00% | +10+7.7% | Added |
| Bell Investment Advisors, Inc | 145 | $5.67K | 0.00% | −23−13.7% | Reduced |
| Mascoma Wealth Management LLC | 150 | $5.87K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 150 | $5.87K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 151 | $5.90K | 0.00% | −1−0.7% | Reduced |
| Front Row Advisors LLC | 150 | $5.90K | 0.00% | −175−53.8% | Reduced |
| Operose Advisors LLC | 153 | $5.99K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 156 | $6.10K | 0.00% | +25+19.1% | Added |
| Financial Network Wealth Advisors LLC | 156 | $6.10K | 0.01% | +143+1,100.0% | Added |
| Golden State Equity Partners | 164 | $6.42K | 0.00% | +164 | New |
| Westend Capital Management, LLC | 168 | $6.57K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 171 | $6.69K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 189 | $7.40K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 200 | $7.82K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 200 | $7.82K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 201 | $7.87K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 202 | $7.92K | 0.00% | −89−30.6% | Reduced |
| Bartlett & Co. Wealth Management LLC | 204 | $7.96K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 217 | $8.00K | 0.00% | −109−33.4% | Reduced |
| Rakuten Securities, Inc. | 205 | $8.02K | 0.00% | −232−53.1% | Reduced |
| South State Corp. | 220 | $8.61K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 220 | $8.61K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 223 | $8.72K | 0.02% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 228 | $8.92K | 0.00% | +228 | New |
| Livelsberger Financial Advisory | 237 | $9.30K | 0.19% | +237 | New |
| Pacific Capital Wealth Advisors, Inc | 242 | $9.47K | 0.00% | +242 | New |
| Olistico Wealth, LLC | 248 | $9.71K | 0.01% | +1+0.4% | Added |
| Foster Dykema Cabot & Partners, LLC | 250 | $9.78K | 0.00% | +250 | New |
| Lowe Wealth Advisors, LLC | 258 | $10.1K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 260 | $10.2K | 0.00% | +1+0.4% | Added |
| Trust Co of Vermont | 276 | $10.8K | 0.00% | +276 | New |
| Winch Advisory Services, LLC | 279 | $10.9K | 0.00% | −53−16.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 284 | $11.1K | 0.00% | +70+32.7% | Added |
| Planning Capital Management Corp | 284 | $11.1K | 0.01% | +284 | New |
| Private Wealth Management Group, LLC | 287 | $11.2K | 0.00% | −394−57.9% | Reduced |
| POM Investment Strategies, LLC | 290 | $11.4K | 0.01% | +1+0.3% | Added |
| Creekmur Asset Management LLC | 298 | $11.7K | 0.00% | −1,254−80.8% | Reduced |
| Naples Money Management LLC | 302 | $11.8K | 0.01% | −573−65.5% | Reduced |
| Beaird Harris Wealth Management, LLC | 316 | $12.4K | 0.00% | 00.0% | Unchanged |