| Retirement Group, LLC | 8 | $0 | 0.00% | +8 | New |
| Transamerica Financial Advisors, Inc. | 3 | $1.00K | 0.03% | −1−25.0% | Reduced |
| Advocacy Wealth Management Services, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 6 | $1.00K | 0.00% | +6 | New |
| WestEnd Advisors, LLC | – | $1.39K | 0.00% | – | – |
| McCarthy Grittinger Financial Group, LLC | 7 | $1.62K | 0.00% | +7 | New |
| Bogart Wealth, LLC | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Corbenic Partners LLC | 10 | $2.00K | 0.00% | +10 | New |
| Kozak & Associates, Inc. | 7 | $2.00K | 0.00% | +7 | New |
| Red Tortoise LLC | 7 | $2.00K | 0.00% | +7 | New |
| Toth Financial Advisory Corp | 19 | $4.00K | 0.00% | +19 | New |
| Longfellow Investment Management Co LLC | 18 | $5.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 22 | $5.00K | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 25 | $6.00K | 0.00% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 28 | $6.00K | 0.00% | +28 | New |
| RWM Asset Management, LLC | 24 | $6.00K | 0.00% | +24 | New |
| Pittenger & Anderson Inc | 30 | $7.00K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 30 | $7.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 30 | $7.00K | 0.00% | 00.0% | Unchanged |
| Savior LLC | 35 | $8.00K | 0.01% | −118−77.1% | Reduced |
| Ibex Wealth Advisors | 38 | $9.00K | 0.00% | +38 | New |
| JFS Wealth Advisors, LLC | 54 | $12.0K | 0.00% | +54 | New |
| Edge Wealth Management LLC | 62 | $14.0K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 64 | $15.0K | 0.02% | 00.0% | Unchanged |
| MD Financial Management Inc. | 71 | $16.0K | 0.00% | 00.0% | Unchanged |
| Smith Group Asset Management, LLC | 75 | $17.0K | 0.00% | +75 | New |
| First Bank & Trust | 80 | $18.0K | 0.01% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 80 | $18.0K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 82 | $19.0K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 87 | $20.1K | 0.01% | −3−3.3% | Reduced |
| Trustcore Financial Services, LLC | 95 | $22.0K | 0.00% | +23+31.9% | Added |
| Stephenson National Bank & Trust | 100 | $23.0K | 0.01% | 00.0% | Unchanged |
| RPG Investment Advisory, LLC | 100 | $23.0K | 0.00% | 00.0% | Unchanged |
| Emerson Wealth Management, LLC | 100 | $23.0K | 0.01% | 00.0% | Unchanged |
| Baron Financial Group, LLC | 100 | $23.1K | 0.01% | 00.0% | Unchanged |
| Walled Lake Planning & Wealth Management, LLC | 106 | $24.0K | 0.01% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 110 | $25.0K | 0.01% | +45+69.2% | Added |
| NewSquare Capital LLC | 111 | $26.0K | 0.00% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 115 | $27.0K | 0.01% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 116 | $27.0K | 0.01% | 00.0% | Unchanged |
| Optiver Holding B.V. | 116 | $27.0K | 0.00% | +116 | New |
| Wagner Wealth Management, LLC | 110 | $28.0K | 0.02% | +41+59.4% | Added |
| Financial Perspectives, Inc | 124 | $28.6K | 0.01% | −13−9.5% | Reduced |
| Interactive Financial Advisors | 130 | $30.0K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 138 | $32.0K | 0.01% | +138 | New |
| Pacitti Group Inc. | 145 | $33.0K | 0.02% | +1+0.7% | Added |
| Ogorek Anthony Joseph | 150 | $34.0K | 0.02% | 00.0% | Unchanged |
| Laffer Tengler Investments | 150 | $34.7K | 0.01% | +150 | New |
| Knuff & Co LLC | 150 | $35.0K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 156 | $36.0K | 0.00% | +11+7.6% | Added |
| Credential Qtrade Securities Inc. | 156 | $36.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 159 | $37.0K | 0.01% | 00.0% | Unchanged |
| Regency Capital Management Inc. | 170 | $39.0K | 0.03% | +170 | New |
| Resolute Partners Group | 171 | $40.0K | 0.01% | 00.0% | Unchanged |
| Estate Counselors, LLC | 178 | $41.0K | 0.01% | 00.0% | Unchanged |
| Disciplina Capital Management LLC | 191 | $44.1K | 0.01% | +8+4.4% | Added |
| Stonebridge Financial Planning Group, LLC | 170 | $45.0K | 0.02% | 00.0% | Unchanged |
| Holloway Wealth Management, LLC | – | $46.0K | 0.01% | – | – |
| Bank Julius Baer & Co. Ltd, Zurich | 200 | $46.0K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 200 | $46.0K | 0.01% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 200 | $46.0K | 0.03% | 00.0% | Unchanged |
| Corsicana & Co. | 200 | $46.0K | 0.03% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 199 | $46.0K | 0.01% | +30+17.8% | Added |
| USA Financial Portformulas Corp | 210 | $49.0K | 0.04% | −75−26.3% | Reduced |
| Loomis Sayles & Co L P | 213 | $49.0K | 0.00% | +44+26.0% | Added |
| Sierra Capital LLC | 247 | $57.0K | 0.01% | 00.0% | Unchanged |
| Ade, LLC | 250 | $58.0K | 0.05% | 00.0% | Unchanged |
| Emfo, LLC | 250 | $58.0K | 0.05% | +250 | New |
| Meridian Wealth Partners, LLC | 255 | $59.0K | 0.01% | +255 | New |
| American Research & Management Co. | 258 | $60.0K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 273 | $63.0K | 0.02% | +28+11.4% | Added |
| Better Money Decisions, LLC | 279 | $64.0K | 0.05% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 275 | $64.0K | 0.01% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 278 | $64.0K | 0.02% | +33+13.5% | Added |
| Capital Analysts, LLC | 283 | $65.0K | 0.00% | −8−2.7% | Reduced |
| Pflug Koory, LLC | 296 | $68.0K | 0.04% | 00.0% | Unchanged |
| Consolidated Planning Corp | 294 | $68.0K | 0.04% | +294 | New |
| Sound Income Strategies, LLC | 299 | $69.0K | 0.01% | −16−5.1% | Reduced |
| Knott David M | 300 | $69.0K | 0.03% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 300 | $69.0K | 0.04% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 307 | $71.0K | 0.04% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory, LLC | 317 | $73.0K | 0.05% | 00.0% | Unchanged |
| Accel Wealth Management | 321 | $74.0K | 0.05% | +100+45.2% | Added |
| Itau Unibanco Holding S.A. | 324 | $75.0K | 0.00% | +112+52.8% | Added |
| Twin Lakes Capital Management, LLC | 325 | $75.0K | 0.04% | +325 | New |
| Financial Avengers, Inc. | 335 | $77.0K | 0.05% | +1+0.3% | Added |
| Truvestments Capital LLC | 343 | $79.0K | 0.04% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 340 | $79.0K | 0.01% | 00.0% | Unchanged |
| Cypress Point Wealth Management, LLC | 340 | $79.0K | 0.06% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 344 | $79.0K | 0.04% | +300+681.8% | Added |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 380 | $88.0K | 0.08% | +380 | New |
| Clearview Wealth Advisors LLC | 386 | $89.0K | 0.06% | −129−25.0% | Reduced |
| Kempen Capital Management N.V. | 393 | $91.0K | 0.00% | +17+4.5% | Added |
| Resources Management Corp | 400 | $92.0K | 0.01% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 400 | $92.0K | 0.07% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 400 | $92.0K | 0.14% | 00.0% | Unchanged |
| Earnest Partners LLC | 398 | $92.0K | 0.00% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 400 | $92.4K | 0.06% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 400 | $93.0K | 0.06% | −100−20.0% | Reduced |
| Annapolis Financial Services, LLC | 404 | $93.0K | 0.03% | 00.0% | Unchanged |