| Miller Wealth Advisors, LLC | 1 | $0 | 0.00% | −259−99.6% | Reduced |
| GW&K Investment Management, LLC | 21 | $0 | 0.00% | +3+16.7% | Added |
| McClarren Financial Advisors, Inc. | 73 | $0 | 0.00% | +1+1.4% | Added |
| Bellwether Advisors, LLC | 0 | $6 | 0.00% | −60−100.0% | Reduced |
| Grey Fox Wealth Advisors, LLC | 5 | $66 | 0.00% | +5 | New |
| Pension & Wealth Management Advisors, Inc. | 6 | $76 | 0.00% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 8 | $101 | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 11 | $133 | 0.00% | +1+10.0% | Added |
| Robbins Farley LLC | 20 | $252 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $328 | 0.00% | – | – |
| Delos Wealth Advisors, LLC | 26 | $332 | 0.00% | −200−88.5% | Reduced |
| Global Wealth Strategies & Associates | 50 | $630 | 0.00% | −5−9.1% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 54 | $680 | 0.00% | +54 | New |
| Cordant, Inc. | 64 | $807 | 0.00% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 43 | $1.00K | 0.00% | +43 | New |
| JDM Financial Group LLC | 80 | $1.01K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 90 | $1.13K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 100 | $1.26K | 0.00% | 00.0% | Unchanged |
| Timber Creek Capital Management LLC | 100 | $1.26K | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $1.26K | 0.00% | – | – |
| GoalVest Advisory LLC | 100 | $1.26K | 0.00% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 117 | $1.47K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 117 | $1.48K | 0.00% | −88−42.9% | Reduced |
| Okabena Investment Services Inc | 51 | $1.74K | 0.00% | −122−70.5% | Reduced |
| Stone House Investment Management, LLC | 140 | $1.76K | 0.00% | +140 | New |
| Activest Wealth Management | 153 | $1.88K | 0.00% | +153 | New |
| Solstein Capital, LLC | 156 | $1.97K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 137 | $2.00K | 0.00% | +2+1.5% | Added |
| BOK Financial Private Wealth, Inc. | 160 | $2.02K | 0.00% | −2,581−94.2% | Reduced |
| Evermay Wealth Management LLC | 194 | $2.44K | 0.00% | −300−60.7% | Reduced |
| Perkins Coie Trust Co | 200 | $2.52K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 200 | $2.52K | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 200 | $2.52K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 209 | $2.63K | 0.00% | −74−26.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 220 | $2.77K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 225 | $2.83K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 200 | $3.00K | 0.00% | −1,500−88.2% | Reduced |
| James Investment Research Inc | 233 | $3.00K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 248 | $3.00K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 275 | $3.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 250 | $3.00K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 237 | $3.00K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 248 | $3.00K | 0.00% | +248 | New |
| DB Wealth Management Group, LLC | 247 | $3.11K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 250 | $3.15K | 0.00% | −2,800−91.8% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 274 | $3.46K | 0.00% | +4+1.5% | Added |
| Guardian Wealth Management, Inc. | 280 | $3.53K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 300 | $3.78K | 0.00% | −46−13.3% | Reduced |
| Fortis Capital Advisors, LLC | 313 | $3.94K | 0.00% | +280+848.5% | Added |
| Capital Advisors, Ltd. LLC | 342 | $4.00K | 0.00% | +342 | New |
| Annapolis Financial Services, LLC | 319 | $4.02K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 325 | $4.09K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 341 | $4.30K | 0.00% | +341 | New |
| TD Capital Management LLC | 352 | $4.44K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 358 | $4.51K | 0.00% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 362 | $4.56K | 0.00% | +362 | New |
| Halpern Financial, Inc. | 376 | $4.74K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 382 | $4.81K | 0.00% | +382 | New |
| Mascoma Wealth Management LLC | 415 | $4.94K | 0.00% | −112−21.3% | Reduced |
| ZRC Wealth Management, LLC | 392 | $4.94K | 0.00% | +392 | New |
| Pinnacle Bancorp, Inc. | 400 | $5.04K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 400 | $5.04K | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 400 | $5.04K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 305 | $5.16K | 0.01% | −61−16.7% | Reduced |
| BBJS Financial Advisors, LLC | 440 | $5.54K | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 445 | $5.61K | 0.00% | −116,768−99.6% | Reduced |
| Red Tortoise LLC | 449 | $5.66K | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 450 | $5.67K | 0.00% | +450 | New |
| Eagle Bay Advisors LLC | 471 | $5.93K | 0.00% | −185−28.2% | Reduced |
| ClariVest Asset Management LLC | 510 | $6.00K | 0.00% | −120−19.0% | Reduced |
| Ogorek Anthony Joseph | 531 | $6.00K | 0.00% | +154+40.8% | Added |
| Marathon Trading Investment Management LLC | 500 | $6.30K | 0.00% | −5,962−92.3% | Reduced |
| First National Bank of South Miami | 500 | $6.30K | 0.01% | 00.0% | Unchanged |
| Pflug Koory, LLC | 500 | $6.30K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 500 | $6.30K | 0.01% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 500 | $6.30K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 500 | $6.30K | 0.00% | +30+6.4% | Added |
| Gs Investments, Inc. | 510 | $6.43K | 0.00% | 00.0% | Unchanged |
| Piershale Financial Group, Inc. | 526 | $6.63K | 0.01% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 551 | $6.94K | 0.01% | +34+6.6% | Added |
| New Millennium Group LLC | 553 | $6.97K | 0.01% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 566 | $7.00K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 577 | $7.00K | 0.01% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 626 | $7.00K | 0.00% | +49+8.5% | Added |
| St. Johns Investment Management Company, LLC | 565 | $7.12K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 582 | $7.33K | 0.00% | −1,073−64.8% | Reduced |
| Highline Wealth Partners LLC | 584 | $7.36K | 0.01% | +20+3.5% | Added |
| Blume Capital Management, Inc. | 597 | $7.52K | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 700 | $8.00K | 0.01% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 468 | $8.00K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 649 | $8.18K | 0.01% | +149+29.8% | Added |
| Proffitt & Goodson Inc | 700 | $8.82K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 700 | $8.82K | 0.01% | 00.0% | Unchanged |
| Motco | 707 | $8.91K | 0.00% | −3,049−81.2% | Reduced |
| Bellevue Asset Management, LLC | 740 | $9.32K | 0.01% | −17−2.2% | Reduced |
| Tilia Fiduciary Partners, Inc. | 790 | $9.96K | 0.01% | +8+1.0% | Added |
| Arcadia Investment Advisors LLC | 800 | $10.1K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 813 | $10.3K | 0.00% | +56+7.4% | Added |
| Truvestments Capital LLC | 825 | $10.4K | 0.01% | −157−16.0% | Reduced |
| Webster Bank, N. A. | 843 | $10.6K | 0.00% | 00.0% | Unchanged |