| McClarren Financial Advisors, Inc. | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 217,292 | $89 | 0.01% | +217,292 | New |
| Highline Wealth Partners LLC | 5 | $247 | 0.00% | −10−66.7% | Reduced |
| Live Oak Investment Partners | – | $540 | 0.00% | – | – |
| Truvestments Capital LLC | 14 | $688 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 15 | $737 | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 18 | $884 | 0.00% | +18 | New |
| Tfo-TDC, LLC | 22 | $1.08K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 25 | $1.23K | 0.00% | −41−62.1% | Reduced |
| Carmel Capital Partners, LLC | 26 | $1.28K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 27 | $1.33K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 30 | $1.47K | 0.00% | +30 | New |
| Guardian Wealth Management, Inc. | 30 | $1.48K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 31 | $1.52K | 0.00% | +31 | New |
| MCF Advisors LLC | 34 | $1.67K | 0.00% | −9−20.9% | Reduced |
| Perkins Coie Trust Co | 38 | $1.87K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 38 | $1.87K | 0.00% | −2−5.0% | Reduced |
| Raffa Wealth Management, LLC | 40 | $1.97K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 40 | $1.97K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 38 | $2.00K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 42 | $2.06K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 43 | $2.11K | 0.00% | −184−81.1% | Reduced |
| West Financial Advisors, LLC | 44 | $2.16K | 0.00% | +44 | New |
| Wolff Wiese Magana LLC | 45 | $2.21K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 46 | $2.27K | 0.00% | +46 | New |
| SOA Wealth Advisors, LLC. | 48 | $2.38K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 50 | $2.46K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 52 | $2.55K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 52 | $2.56K | 0.00% | +52 | New |
| Trifecta Capital Advisors, LLC | 54 | $2.65K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 60 | $2.95K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 60 | $3.00K | 0.00% | +60 | New |
| Sofos Investments, Inc. | 49 | $3.18K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 73 | $3.59K | 0.00% | +47+180.8% | Added |
| Fairfield, Bush & Co. | 75 | $3.68K | 0.00% | +75 | New |
| Johnson Midwest Financial, LLC | 78 | $3.85K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 83 | $4.08K | 0.00% | −55−39.9% | Reduced |
| Private Ocean, LLC | 86 | $4.22K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 87 | $4.29K | 0.00% | +9+11.5% | Added |
| Atlas Capital Advisors LLC | 95 | $4.67K | 0.00% | −375−79.8% | Reduced |
| Fiduciary Alliance LLC | 99 | $4.84K | 0.00% | +99 | New |
| Hantz Financial Services, Inc. | 103 | $5.00K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 310 | $5.10K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 104 | $5.11K | 0.00% | −8−7.1% | Reduced |
| Bellevue Asset Management, LLC | 104 | $5.12K | 0.00% | +1+1.0% | Added |
| DT Investment Partners, LLC | 92 | $5.30K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 109 | $5.35K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 120 | $5.89K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 120 | $5.89K | 0.00% | +120 | New |
| TFC Financial Management | 133 | $6.54K | 0.00% | −338−71.8% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 138 | $6.78K | 0.00% | +15+12.2% | Added |
| Tilia Fiduciary Partners, Inc. | 139 | $6.85K | 0.01% | 00.0% | Unchanged |
| Resources Management Corp | 140 | $7.00K | 0.00% | −6,452−97.9% | Reduced |
| West Oak Capital, LLC | 145 | $7.12K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 145 | $7.12K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 150 | $7.37K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 150 | $7.37K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 159 | $7.79K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 161 | $7.95K | 0.00% | −4−2.4% | Reduced |
| Sanctuary Wealth Management, L.L.C. | 175 | $8.60K | 0.01% | +175 | New |
| Bogart Wealth, LLC | 180 | $8.84K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 194 | $9.53K | 0.00% | −49−20.2% | Reduced |
| Financial Freedom, LLC | 195 | $9.57K | 0.01% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 200 | $9.82K | 0.00% | −2,300−92.0% | Reduced |
| First Community Trust NA | 200 | $9.82K | 0.01% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 200 | $9.82K | 0.01% | +200 | New |
| Moisand Fitzgerald Tamayo, LLC | 209 | $10.3K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 222 | $10.9K | 0.00% | +33+17.5% | Added |
| Winch Advisory Services, LLC | 222 | $11.0K | 0.00% | +1+0.5% | Added |
| Institutional & Family Asset Management, LLC | 230 | $11.3K | 0.00% | +1+0.4% | Added |
| Union Savings Bank | 196 | $11.4K | 0.01% | +196 | New |
| First Command Bank | 239 | $11.7K | 0.00% | +80+50.3% | Added |
| First Command Financial Services, Inc. | 239 | $11.7K | 0.00% | +80+50.3% | Added |
| Old Point Trust & Financial Services N A | 239 | $11.7K | 0.00% | +239 | New |
| Tortoise Investment Management, LLC | 242 | $11.9K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 250 | $12.3K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 255 | $12.5K | 0.00% | −49−16.1% | Reduced |
| Fairfield Financial Advisors, LTD | 259 | $12.7K | 0.01% | +1+0.4% | Added |
| Pin Oak Investment Advisors Inc | 263 | $13.0K | 0.01% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 280 | $13.8K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 282 | $13.9K | 0.00% | +242+605.0% | Added |
| Knott David M Jr | 292 | $14.0K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 293 | $14.0K | 0.01% | +223+318.6% | Added |
| Riverview Trust Co | 288 | $14.1K | 0.01% | 00.0% | Unchanged |
| Pflug Koory, LLC | 300 | $14.7K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 301 | $14.8K | 0.01% | +19+6.7% | Added |
| Beacon Capital Management, LLC | 311 | $15.3K | 0.00% | +1+0.3% | Added |
| Horan Securities, Inc. | 312 | $15.3K | 0.01% | +150+92.6% | Added |
| Lee Financial Co | 322 | $15.9K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 325 | $16.0K | 0.02% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 325 | $16.0K | 0.01% | +325 | New |
| SRS Capital Advisors, Inc. | 325 | $16.0K | 0.00% | +2+0.6% | Added |
| Ogorek Anthony Joseph | 345 | $16.0K | 0.01% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 325 | $16.0K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 342 | $16.8K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 350 | $17.2K | 0.01% | −600−63.2% | Reduced |
| Harvest Fund Management Co., Ltd | 372 | $18.0K | 0.00% | −4,382−92.2% | Reduced |
| Steward Financial Group LLC | 384 | $18.0K | 0.01% | +384 | New |
| Jones Financial Companies LLLP | 368 | $18.1K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 368 | $18.1K | 0.00% | −1−0.3% | Reduced |
