| HBC Financial Services, PLLC | 1 | $0 | 0.00% | +1 | New |
| Kelly Financial Services LLC | 26,378 | $48 | 0.00% | +26,355+114,587.0% | Added |
| WestEnd Advisors, LLC | – | $549 | 0.00% | – | New |
| Macroview Investment Management LLC | 2 | $1.00K | 0.00% | −7−77.8% | Reduced |
| Bartlett & Co. LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1 | $1.00K | 0.02% | +1 | New |
| Focused Wealth Management, Inc | 2 | $1.00K | 0.00% | +2 | New |
| Global Financial Private Client, LLC | 2 | $1.09K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 2 | $1.10K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Advisors LLC | 2 | $1.10K | 0.00% | +2 | New |
| Blume Capital Management, Inc. | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 4 | $2.00K | 0.00% | +4 | New |
| Perkins Coie Trust Co | 4 | $2.00K | 0.00% | +4 | New |
| Global Trust Asset Management, LLC | 4 | $2.00K | 0.00% | +4 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6 | $3.00K | 0.00% | −48−88.9% | Reduced |
| Institutional & Family Asset Management, LLC | 5 | $3.00K | 0.00% | −6−54.5% | Reduced |
| Bellevue Asset Management, LLC | 5 | $3.00K | 0.00% | −5−50.0% | Reduced |
| Crescent Capital Consulting, LLC | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 5 | $3.00K | 0.00% | +2+66.7% | Added |
| Concord Wealth Partners | 8 | $4.00K | 0.00% | −27−77.1% | Reduced |
| HighMark Wealth Management LLC | 7 | $4.00K | 0.00% | −1−12.5% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 8 | $4.00K | 0.00% | +1+14.3% | Added |
| Financial Management Professionals, Inc. | 7 | $4.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 8 | $4.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 9 | $4.00K | 0.00% | +9 | New |
| Arrow Financial Corp | 10 | $5.00K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 10 | $5.00K | 0.00% | +10 | New |
| Berkshire Capital Holdings Inc | 10 | $6.00K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 11 | $6.00K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 12 | $6.59K | 0.00% | +12 | New |
| FinTrust Capital Advisors, LLC | 13 | $7.00K | 0.00% | −2−13.3% | Reduced |
| TSFG, LLC | 12 | $7.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 15 | $8.00K | 0.00% | −248−94.3% | Reduced |
| Tradewinds Capital Management, LLC | 15 | $8.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 15 | $8.00K | 0.00% | 00.0% | Unchanged |
| Motco | 15 | $8.00K | 0.00% | +15 | New |
| TCTC Holdings, LLC | 16 | $9.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 16 | $9.00K | 0.00% | +6+60.0% | Added |
| Atlas Private Wealth Advisors | 17 | $9.00K | 0.00% | +8+88.9% | Added |
| Sugarloaf Wealth Management, LLC | 16 | $9.00K | 0.00% | +14+700.0% | Added |
| Evolution Wealth Advisors, LLC | 18 | $10.0K | 0.00% | −45−71.4% | Reduced |
| Corbenic Partners LLC | 19 | $10.0K | 0.00% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 14 | $10.0K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 19 | $10.4K | 0.00% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 20 | $11.0K | 0.00% | −378−95.0% | Reduced |
| BerganKDV Wealth Management, LLC | 20 | $11.0K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 19 | $11.0K | 0.00% | +19 | New |
| Cordasco Financial Network | 22 | $12.0K | 0.01% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 21 | $12.0K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 23 | $13.0K | 0.01% | 00.0% | Unchanged |
| Perennial Advisors, LLC | 23 | $13.0K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 25 | $14.0K | 0.00% | −1,312−98.1% | Reduced |
| Atwood & Palmer Inc | 25 | $14.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 26 | $14.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 26 | $14.0K | 0.00% | +20+333.3% | Added |
| Eagle Bay Advisors LLC | 24 | $14.0K | 0.01% | +24 | New |
| West Paces Advisors Inc. | 29 | $15.9K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 30 | $16.0K | 0.01% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 30 | $16.0K | 0.00% | +17+130.8% | Added |
| Baystate Wealth Management LLC | 30 | $16.0K | 0.00% | +30 | New |
| First Command Bank | 31 | $17.0K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 31 | $17.0K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 32 | $18.0K | 0.01% | 00.0% | Unchanged |
| Parisi Gray Wealth Management | 33 | $18.0K | 0.01% | +33 | New |
| Stonebridge Capital Advisors LLC | 35 | $19.0K | 0.00% | +35 | New |
| MBM Wealth Consultants, LLC | 36 | $20.0K | 0.01% | +17+89.5% | Added |
| Raffa Wealth Management, LLC | 39 | $21.4K | 0.01% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 40 | $22.0K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 40 | $22.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 39 | $23.0K | 0.01% | −12−23.5% | Reduced |
| CenterStar Asset Management, LLC | – | $25.0K | 0.03% | – | New |
| Old Second National Bank of Aurora | 50 | $27.0K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 50 | $27.0K | 0.01% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 50 | $27.0K | 0.00% | +19+61.3% | Added |
| Resolute Partners Group | 51 | $28.0K | 0.00% | −11−17.7% | Reduced |
| Center for Financial Planning, Inc. | 53 | $29.0K | 0.01% | −30−36.1% | Reduced |
| Allworth Financial LP | 52 | $29.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 55 | $30.0K | 0.01% | −85−60.7% | Reduced |
| Wolverine Asset Management LLC | 56 | $30.0K | 0.00% | −7−11.1% | Reduced |
| Harding Loevner LP | 54 | $30.0K | 0.00% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 54 | $30.0K | 0.02% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 54 | $30.0K | 0.02% | +54 | New |
| JJJ Advisors Inc. | 57 | $31.0K | 0.01% | −10−14.9% | Reduced |
| Prestige Wealth Management Group LLC | 59 | $32.0K | 0.01% | −2−3.3% | Reduced |
| Investors Research Corp | 59 | $32.0K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 60 | $33.0K | 0.00% | +60 | New |
| Clearview Wealth Advisors LLC | 62 | $34.0K | 0.02% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 61 | $34.0K | 0.02% | +20+48.8% | Added |
| Bedel Financial Consulting, Inc. | 65 | $36.0K | 0.01% | +32+97.0% | Added |
| Reilly Financial Advisors, LLC | 72 | $40.0K | 0.00% | +14+24.1% | Added |
| Montag A & Associates Inc | 75 | $41.0K | 0.00% | −350−82.4% | Reduced |
| GoalVest Advisory LLC | 75 | $41.0K | 0.03% | 00.0% | Unchanged |
| Newfound Research LLC | 75 | $41.0K | 0.08% | +3+4.2% | Added |
| Arlington Partners LLC | 76 | $42.0K | 0.01% | 00.0% | Unchanged |
| Disciplina Capital Management LLC | 77 | $42.3K | 0.01% | +11+16.7% | Added |
| Liberty Wealth Management LLC | 79 | $43.0K | 0.02% | +64+426.7% | Added |
| Hall Laurie J Trustee | 80 | $44.0K | 0.02% | 00.0% | Unchanged |
| Avondale Wealth Management | 80 | $44.0K | 0.04% | 00.0% | Unchanged |
