| HBC Financial Services, PLLC | 10 | $0 | 0.00% | −510−98.1% | Reduced |
| Corbenic Partners LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Karlinski Andrew C | 5 | $1.00K | 0.00% | +5 | New |
| Investmark Advisory Group LLC | 7 | $1.00K | 0.00% | +7 | New |
| WestEnd Advisors, LLC | 6 | $1.55K | 0.00% | – | – |
| Activest Wealth Management | 7 | $2.00K | 0.00% | −242−97.2% | Reduced |
| Albion Financial Group | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Truehand, Inc | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 8 | $2.00K | 0.00% | +7+700.0% | Added |
| Global Financial Private Client, LLC | 11 | $2.84K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 13 | $3.00K | 0.00% | +13 | New |
| Ravenstone Capital Management Inc. | 15 | $3.88K | 0.00% | +15 | New |
| USA Financial Portformulas Corp | 16 | $4.00K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 17 | $4.00K | 0.00% | +17 | New |
| Solstein Capital, LLC | 18 | $5.00K | 0.00% | 00.0% | Unchanged |
| West Bancorporation Inc | 18 | $5.00K | 0.00% | +18 | New |
| Ahl Investment Management, Inc. | 18 | $5.00K | 0.00% | +18 | New |
| Institutional & Family Asset Management, LLC | 25 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 22 | $6.00K | 0.00% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 22 | $6.00K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory, LLC | 28 | $7.00K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 29 | $7.00K | 0.00% | +29 | New |
| Schubert & Co | 29 | $7.00K | 0.01% | +29 | New |
| Guardian Wealth Management, Inc. | 28 | $7.00K | 0.01% | +28 | New |
| Kessler Investment Group, LLC | 30 | $8.00K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 30 | $8.00K | 0.00% | 00.0% | Unchanged |
| Castle Financial & Retirement Planning Associates, Inc. | 35 | $8.00K | 0.03% | +35 | New |
| HC Financial Advisors Inc | 33 | $9.00K | 0.01% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 35 | $9.00K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 40 | $10.0K | 0.01% | 00.0% | Unchanged |
| Bivin & Associates, Inc. | 40 | $10.0K | 0.01% | +40 | New |
| Core Alternative Capital | 47 | $12.0K | 0.00% | +47 | New |
| Financial Connections Group, Inc. | 50 | $12.0K | 0.01% | +50 | New |
| Kenfarb & Co. | 46 | $12.0K | 0.01% | +46 | New |
| Winch Advisory Services, LLC | 50 | $13.0K | 0.00% | +1+2.0% | Added |
| Sierra Capital LLC | 55 | $14.0K | 0.00% | +55 | New |
| Robbins Farley LLC | 62 | $16.0K | 0.01% | +2+3.3% | Added |
| Field & Main Bank | 67 | $17.0K | 0.01% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 65 | $17.0K | 0.02% | +65 | New |
| Tucker Asset Management LLC | 69 | $17.7K | 0.01% | 00.0% | Unchanged |
| Baillie Gifford & Co | 69 | $18.0K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 70 | $18.0K | 0.01% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 69 | $18.0K | 0.00% | 00.0% | Unchanged |
| Outfitter Financial LLC | 75 | $19.0K | 0.01% | +75 | New |
| Beaird Harris Wealth Management, LLC | 78 | $20.0K | 0.01% | +78 | New |
| Financial Enhancement Group LLC | 83 | $21.0K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 81 | $21.0K | 0.01% | +81 | New |
| Aua Capital Management, LLC | 90 | $23.0K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 89 | $23.0K | 0.00% | +19+27.1% | Added |
| Compagnie Lombard Odier SCmA | 90 | $23.0K | 0.00% | +90 | New |
| AllSquare Wealth Management LLC | 94 | $24.0K | 0.01% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 91 | $24.0K | 0.01% | +91 | New |
| Timber Creek Capital Management LLC | 100 | $25.0K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 98 | $25.0K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 100 | $25.0K | 0.02% | +100 | New |
| Baldrige Asset Management LLC | 100 | $26.0K | 0.01% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 100 | $26.0K | 0.02% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 105 | $27.0K | 0.01% | −50−32.3% | Reduced |
| Macroview Investment Management LLC | 106 | $27.0K | 0.03% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 107 | $27.7K | 0.01% | +107 | New |
| IAG Wealth Partners, LLC | 108 | $28.0K | 0.01% | −33−23.4% | Reduced |
| Carolina Wealth Advisors, LLC | 112 | $29.0K | 0.02% | 00.0% | Unchanged |
| West Branch Capital LLC | 120 | $31.0K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 125 | $32.0K | 0.02% | −25−16.7% | Reduced |
| TSFG, LLC | 126 | $33.0K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 130 | $34.0K | 0.02% | −140−51.9% | Reduced |
| Lee Financial Co | 134 | $35.0K | 0.01% | +13+10.7% | Added |
| Stephenson National Bank & Trust | 142 | $37.0K | 0.02% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 160 | $41.0K | 0.03% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 164 | $42.0K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 166 | $43.0K | 0.01% | −700−80.8% | Reduced |
| Delos Wealth Advisors, LLC | 166 | $43.0K | 0.04% | +132+388.2% | Added |
| Old Second National Bank of Aurora | 265 | $44.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 169 | $44.0K | 0.06% | +169 | New |
| Burleson & Company, LLC | 176 | $45.0K | 0.01% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 175 | $45.0K | 0.03% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 177 | $45.7K | 0.02% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 179 | $46.0K | 0.03% | 00.0% | Unchanged |
| Sageworth Trust Co | 182 | $47.0K | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 193 | $50.0K | 0.03% | 00.0% | Unchanged |
| Forbes J M & Co LLP | 200 | $52.0K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 211 | $55.0K | 0.02% | +53+33.5% | Added |
| JNBA Financial Advisors | 216 | $56.0K | 0.01% | +83+62.4% | Added |
| Sittner & Nelson, LLC | 243 | $63.0K | 0.04% | +95+64.2% | Added |
| Cribstone Capital Management, LLC | 246 | $64.0K | 0.04% | −10−3.9% | Reduced |
| Tortoise Investment Management, LLC | 253 | $65.0K | 0.01% | +99+64.3% | Added |
| Roble, Belko & Company, Inc | 258 | $67.0K | 0.01% | +250+3,125.0% | Added |
| Masso Torrence Wealth Management Inc. | 259 | $67.0K | 0.05% | +259 | New |
| Sandy Cove Advisors, LLC | 261 | $67.0K | 0.06% | +261 | New |
| Leverty Financial Group, LLC | 272 | $70.0K | 0.05% | +272 | New |
| Financial Management Professionals, Inc. | 277 | $72.0K | 0.02% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 297 | $77.0K | 0.02% | +297 | New |
| Knuff & Co LLC | 300 | $78.0K | 0.02% | −35−10.4% | Reduced |
| Twin Lakes Capital Management, LLC | 300 | $78.0K | 0.04% | 00.0% | Unchanged |
| LSV Asset Management | 300 | $78.0K | 0.00% | +300 | New |
| AlphaCentric Advisors LLC | 306 | $79.0K | 0.02% | −71−18.8% | Reduced |
| RE Advisers Corp | 310 | $80.0K | 0.00% | +73+30.8% | Added |
| Trust Co | 312 | $81.0K | 0.02% | 00.0% | Unchanged |