| Spartan Planning & Wealth Management | 1 | $0 | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 13 | $0 | 0.00% | +13 | New |
| First Command Advisory Services, Inc. | 21 | $0 | 0.00% | +21 | New |
| Albion Financial Group | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 4 | $1.00K | 0.00% | −1−20.0% | Reduced |
| HWG Holdings LP | 3 | $1.00K | 0.00% | +3 | New |
| Financial Synergies Wealth Advisors, Inc. | 7 | $1.31K | 0.00% | 00.0% | Unchanged |
| James Investment Research Inc | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 10 | $2.00K | 0.01% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 11 | $2.00K | 0.00% | −2−15.4% | Reduced |
| Dakota Community Bank & Trust NA | 13 | $2.00K | 0.01% | +13 | New |
| USA Financial Portformulas Corp | 16 | $3.00K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 18 | $3.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| Providence First Trust Co | 17 | $3.00K | 0.00% | +17 | New |
| Highline Wealth Partners LLC | 20 | $3.76K | 0.00% | +20 | New |
| Tower View Investment Management & Research LLC | 23 | $4.00K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 29 | $5.00K | 0.01% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 28 | $5.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 30 | $6.00K | 0.00% | −187−86.2% | Reduced |
| Horan Securities, Inc. | 33 | $6.00K | 0.00% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 30 | $6.00K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 30 | $6.00K | 0.08% | 00.0% | Unchanged |
| Schubert & Co | 32 | $6.00K | 0.01% | +8+33.3% | Added |
| Oliver Lagore Vanvalin Investment Group | 34 | $6.00K | 0.00% | +27+385.7% | Added |
| C M Bidwell & Associates Ltd | 35 | $7.00K | 0.01% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 35 | $7.00K | 0.00% | 00.0% | Unchanged |
| Birch Capital Management, LLC | 39 | $7.37K | 0.01% | +39 | New |
| Mascoma Wealth Management LLC | 40 | $8.00K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 42 | $8.00K | 0.01% | +8+23.5% | Added |
| Industrial Alliance Investment Management Inc. | 46 | $9.00K | 0.00% | −22,636−99.8% | Reduced |
| JNBA Financial Advisors | 50 | $9.00K | 0.00% | 00.0% | Unchanged |
| Kenfarb & Co. | 46 | $9.00K | 0.01% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 50 | $9.00K | 0.01% | 00.0% | Unchanged |
| Belmont Capital, LLC | 49 | $9.00K | 0.01% | +49 | New |
| De Burlo Group Inc | 50 | $9.39K | 0.00% | +50 | New |
| Goodman Advisory Group, LLC | 53 | $10.0K | 0.01% | −100−65.4% | Reduced |
| Adirondack Retirement Specialists, Inc. | 52 | $10.0K | 0.01% | +52 | New |
| Advanced Research Investment Solutions, LLC | 62 | $12.0K | 0.01% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 64 | $12.0K | 0.01% | +1+1.6% | Added |
| Field & Main Bank | 67 | $13.0K | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 70 | $13.0K | 0.01% | 00.0% | Unchanged |
| Lee Financial Co | 67 | $13.0K | 0.00% | +15+28.8% | Added |
| Iron Horse Wealth Management, LLC | 75 | $14.0K | 0.02% | −100−57.1% | Reduced |
| Sierra Capital LLC | 76 | $14.0K | 0.00% | −15−16.5% | Reduced |
| Winch Advisory Services, LLC | 74 | $14.0K | 0.01% | +25+51.0% | Added |
| Pacific Center for Financial Services | 73 | $14.0K | 0.01% | +66+942.9% | Added |
| Stephens Consulting, LLC | 75 | $14.1K | 0.01% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 85 | $16.0K | 0.04% | 00.0% | Unchanged |
| Surevest, LLC | 88 | $17.0K | 0.00% | −305−77.6% | Reduced |
| Aua Capital Management, LLC | 90 | $17.0K | 0.01% | 00.0% | Unchanged |
| Timber Creek Capital Management LLC | 100 | $18.0K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 94 | $18.0K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 98 | $18.0K | 0.01% | +48+96.0% | Added |
| Paloma Partners Management Co | 100 | $19.0K | 0.00% | −12,846−99.2% | Reduced |
| Baldrige Asset Management LLC | 100 | $19.0K | 0.01% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 107 | $20.0K | 0.04% | +1+0.9% | Added |
| Cornerstone Management, Inc. | 107 | $20.1K | 0.01% | 00.0% | Unchanged |
| Capital Directions Investment Advisors, LLC | 0 | $21.0K | 0.01% | −289−100.0% | Reduced |
| Goodwin Investment Advisory | 114 | $21.0K | 0.02% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 122 | $23.0K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 120 | $23.0K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 125 | $23.0K | 0.00% | +15+13.6% | Added |
| HHM Wealth Advisors, LLC | 120 | $23.0K | 0.01% | +68+130.8% | Added |
| Stephenson National Bank & Trust | 128 | $24.0K | 0.02% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 128 | $24.0K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 133 | $25.0K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 138 | $26.0K | 0.01% | +138 | New |
| Orion Capital Management LLC | 136 | $26.0K | 0.02% | −404−74.8% | Reduced |
| Standard Family Office LLC | 136 | $26.0K | 0.01% | +136 | New |
| Legend Financial Advisors, Inc. | 139 | $26.1K | 0.02% | +139 | New |
| Point72 Hong Kong Ltd | 146 | $27.0K | 0.00% | −3,561−96.1% | Reduced |
| Northwest Investment Counselors, LLC | 142 | $27.0K | 0.01% | +51+56.0% | Added |
| Blume Capital Management, Inc. | 145 | $27.0K | 0.01% | +60+70.6% | Added |
| Transamerica Financial Advisors, Inc. | 150 | $29.0K | 0.00% | +150 | New |
| Laurel Wealth Planning LLC | 160 | $30.0K | 0.02% | 00.0% | Unchanged |
| O'Dell Group, LLC | 167 | $31.0K | 0.01% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 164 | $31.0K | 0.01% | 00.0% | Unchanged |
| Burleson & Company, LLC | 176 | $33.0K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 177 | $33.0K | 0.02% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 177 | $33.2K | 0.02% | 00.0% | Unchanged |
| Sageworth Trust Co | 182 | $34.0K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 183 | $34.0K | 0.02% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 180 | $34.0K | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 193 | $36.0K | 0.03% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 192 | $37.4K | 0.01% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 204 | $38.0K | 0.01% | −61−23.0% | Reduced |
| Covestor Ltd | 204 | $38.0K | 0.03% | −10−4.7% | Reduced |
| Forbes J M & Co LLP | 200 | $38.0K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 202 | $38.0K | 0.03% | +11+5.8% | Added |
| Rocky Mountain Advisers, LLC | 207 | $39.0K | 0.05% | −200−49.1% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 205 | $39.0K | 0.01% | +35+20.6% | Added |
| TSFG, LLC | 220 | $41.0K | 0.02% | +89+67.9% | Added |
| Loomis Sayles & Co L P | 225 | $42.0K | 0.00% | −1,195−84.2% | Reduced |
| Fred Alger Management, LLC | 229 | $43.0K | 0.00% | −193−45.7% | Reduced |
| SJS Investment Consulting Inc. | 226 | $43.0K | 0.01% | +226 | New |
| Carolina Wealth Advisors, LLC | 240 | $45.0K | 0.04% | 00.0% | Unchanged |
