| Avion Wealth | 4 | $0 | 0.00% | −20−83.3% | Reduced |
| ClariVest Asset Management LLC | 4 | $0 | 0.00% | +4 | New |
| TD Capital Management LLC | 4 | $491 | 0.00% | +4 | New |
| LGT Financial Advisors LLC | 4 | $491 | 0.00% | +4 | New |
| Castleview Partners, LLC | 5 | $614 | 0.00% | +5 | New |
| Tfo-TDC, LLC | 5 | $630 | 0.00% | +5 | New |
| Gordian Capital Singapore Pte Ltd | 7 | $859 | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 7 | $859 | 0.00% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 7 | $859 | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 11 | $1.00K | 0.00% | +11 | New |
| Cranbrook Wealth Management, LLC | 9 | $1.06K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 9 | $1.10K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 10 | $1.23K | 0.00% | −15−60.0% | Reduced |
| Archer Investment Corp | 11 | $1.35K | 0.00% | −40−78.4% | Reduced |
| Nalls Sherbakoff Group, LLC | 12 | $1.47K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 14 | $1.72K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 14 | $2.00K | 0.00% | −8−36.4% | Reduced |
| Northwest Capital Management Inc | 17 | $2.09K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 20 | $2.46K | 0.00% | +7+53.8% | Added |
| Old Second National Bank of Aurora | 21 | $2.58K | 0.00% | −305−93.6% | Reduced |
| Credential Qtrade Securities Inc. | 21 | $2.58K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 21 | $2.58K | 0.00% | −117−84.8% | Reduced |
| TCTC Holdings, LLC | 22 | $2.70K | 0.00% | +19+633.3% | Added |
| SkyView Investment Advisors, LLC | 22 | $3.00K | 0.00% | −12−35.3% | Reduced |
| Certified Advisory Corp | 25 | $3.07K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 27 | $3.31K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 27 | $3.31K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 28 | $3.44K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 30 | $3.64K | 0.00% | +1+3.4% | Added |
| PSI Advisors, LLC | 38 | $4.67K | 0.00% | +13+52.0% | Added |
| Bollard Group LLC | 40 | $5.00K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 40 | $5.01K | 0.00% | +40 | New |
| Institutional & Family Asset Management, LLC | 43 | $5.28K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 43 | $5.28K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 43 | $5.28K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 48 | $5.89K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 50 | $6.14K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 50 | $6.14K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 50 | $6.14K | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 55 | $6.75K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 56 | $7.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 56 | $7.00K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 58 | $7.12K | 0.00% | +20+52.6% | Added |
| Indiana Trust & Investment Management CO | 58 | $7.12K | 0.00% | +58 | New |
| American State Bank (Iowa) | 62 | $7.61K | 0.01% | 00.0% | Unchanged |
| Headinvest, LLC | 65 | $7.80K | 0.00% | +65 | New |
| 1832 Asset Management L.P. | 67 | $8.22K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 71 | $8.72K | 0.00% | 00.0% | Unchanged |
| Authentikos Wealth Advisory, LLC | 72 | $8.84K | 0.01% | +72 | New |
| Tradition Wealth Management, LLC | 70 | $9.00K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 74 | $9.09K | 0.01% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 83 | $10.2K | 0.00% | −170−67.2% | Reduced |
| JJJ Advisors Inc. | 83 | $10.2K | 0.00% | +78+1,560.0% | Added |
| Montag A & Associates Inc | 85 | $10.4K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 87 | $10.7K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 89 | $10.9K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 90 | $11.1K | 0.00% | +45+100.0% | Added |
| Raffa Wealth Management, LLC | 96 | $11.8K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 96 | $11.8K | 0.01% | 00.0% | Unchanged |
| West Oak Capital, LLC | 101 | $12.0K | 0.01% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 99 | $12.2K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 100 | $12.3K | 0.01% | −40−28.6% | Reduced |
| Pflug Koory, LLC | 100 | $12.3K | 0.01% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 100 | $12.3K | 0.00% | +100 | New |
| Flaharty Asset Management, LLC | 102 | $12.5K | 0.00% | +102 | New |
| Delos Wealth Advisors, LLC | 104 | $12.6K | 0.02% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 100 | $12.6K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 106 | $13.0K | 0.00% | +69+186.5% | Added |
| Tanglewood Legacy Advisors, LLC | 120 | $14.7K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 122 | $15.0K | 0.01% | +21+20.8% | Added |
| Bromfield Sneider Wealth Advisors | 123 | $15.1K | 0.01% | 00.0% | Unchanged |
| NVWM, LLC | 125 | $15.3K | 0.01% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 130 | $16.0K | 0.00% | +1+0.8% | Added |
| GW&K Investment Management, LLC | 127 | $16.0K | 0.00% | +2+1.6% | Added |
| Legacy Financial Group LLC | 138 | $16.9K | 0.00% | +138 | New |
| Quarry LP | 139 | $17.1K | 0.01% | +139 | New |
| Richard W. Paul & Associates, LLC | 142 | $17.4K | 0.01% | −14−9.0% | Reduced |
| Financial Perspectives, Inc | 142 | $17.4K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 147 | $18.0K | 0.01% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 149 | $18.3K | 0.01% | −4−2.6% | Reduced |
| Sittner & Nelson, LLC | 150 | $18.4K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 156 | $19.2K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 157 | $19.3K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 161 | $19.8K | 0.01% | −11−6.4% | Reduced |
| Bray Capital Advisors | 167 | $20.5K | 0.01% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 170 | $20.9K | 0.02% | +2+1.2% | Added |
| Kozak & Associates, Inc. | 177 | $21.3K | 0.01% | +2+1.1% | Added |
| West Financial Advisors, LLC | 174 | $21.4K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 174 | $21.4K | 0.01% | 00.0% | Unchanged |
| RVW Wealth, LLC | 182 | $22.3K | 0.00% | +182 | New |
| Abound Wealth Management | 186 | $22.8K | 0.01% | −19−9.3% | Reduced |
| Westside Investment Management, Inc. | 187 | $23.0K | 0.01% | −34−15.4% | Reduced |
| Cornerstone Planning Group LLC | 189 | $23.2K | 0.01% | −47−19.9% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 190 | $23.3K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 193 | $23.7K | 0.01% | +17+9.7% | Added |
| Steward Financial Group LLC | 200 | $24.0K | 0.01% | +81+68.1% | Added |
| Newbridge Financial Services Group, Inc. | 196 | $24.1K | 0.01% | +2+1.0% | Added |
| AM Squared Ltd | 200 | $24.6K | 0.04% | −200−50.0% | Reduced |
| Ofi Invest Asset Management | 216 | $25.0K | 0.00% | +216 | New |
| Private Ocean, LLC | 222 | $27.3K | 0.00% | 00.0% | Unchanged |