| Gemmer Asset Management LLC | 88 | $16.0K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 86 | $16.0K | 0.00% | +51+145.7% | Added |
| Tortoise Investment Management, LLC | 83 | $15.0K | 0.00% | −75−47.5% | Reduced |
| Versant Capital Management, Inc | 83 | $15.0K | 0.00% | −45−35.2% | Reduced |
| Tradition Wealth Management, LLC | 80 | $15.0K | 0.00% | −15−15.8% | Reduced |
| Earnest Partners LLC | 80 | $15.0K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 82 | $15.0K | 0.00% | 00.0% | Unchanged |
| Carroll Investors, Inc | 88 | $15.0K | 0.01% | +88 | New |
| TSFG, LLC | 76 | $14.0K | 0.00% | −434−85.1% | Reduced |
| Asset Dedication, LLC | 72 | $14.0K | 0.00% | −167−69.9% | Reduced |
| Private Capital Group, LLC | 76 | $14.0K | 0.00% | −155−67.1% | Reduced |
| Washington Trust Co | 76 | $14.0K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 75 | $14.0K | 0.00% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 80 | $14.0K | 0.00% | +80 | New |
| Brewin Dolphin Wealth Management Ltd | 70 | $13.0K | 0.00% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 70 | $13.0K | 0.00% | 00.0% | Unchanged |
| Corbenic Partners LLC | 65 | $12.0K | 0.00% | 00.0% | Unchanged |
| James Reed Financial Services, Inc. | 68 | $12.0K | 0.01% | +68 | New |
| Glassman Wealth Services | 62 | $11.0K | 0.00% | −289−82.3% | Reduced |
| City Holding Co | 80 | $11.0K | 0.00% | −70−46.7% | Reduced |
| Princeton Global Asset Management LLC | 60 | $11.0K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 61 | $11.0K | 0.01% | +61 | New |
| Standard Family Office LLC | 58 | $11.0K | 0.10% | +58 | New |
| SJS Investment Consulting Inc. | 60 | $11.0K | 0.00% | +60 | New |
| Simplex Trading, LLC | 55 | $10.0K | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 54 | $10.0K | 0.01% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 55 | $10.0K | 0.00% | +55 | New |
| Retirement Planning Co of New England, Inc. | 56 | $10.0K | 0.00% | +56 | New |
| Harbor Investment Advisory, LLC | 48 | $9.00K | 0.00% | −100−67.6% | Reduced |
| O'Dell Group, LLC | 47 | $9.00K | 0.00% | −18−27.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 50 | $9.00K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 51 | $9.00K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 50 | $9.00K | 0.00% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 50 | $9.00K | 0.01% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 50 | $9.00K | 0.01% | +50 | New |
| Glen Eagle Advisors, LLC | 45 | $8.28K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 45 | $8.28K | 0.00% | +23+104.5% | Added |
| Capital Advisors, Ltd. LLC | 43 | $8.00K | 0.00% | −59−57.8% | Reduced |
| Northwest Investment Counselors, LLC | 45 | $8.00K | 0.00% | +45 | New |
| Advanced Research Investment Solutions, LLC | 45 | $8.00K | 0.00% | +45 | New |
| TFC Financial Management | 40 | $7.00K | 0.00% | −87−68.5% | Reduced |
| Loomis Sayles & Co L P | 39 | $7.00K | 0.00% | −31−44.3% | Reduced |
| Holloway Wealth Management, LLC | – | $7.00K | 0.00% | – | – |
| Emfo, LLC | 40 | $7.00K | 0.01% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 20 | $7.00K | 0.00% | +20 | New |
| DB Fitzpatrick & Co, Inc | 39 | $7.00K | 0.01% | +39 | New |
| Arlington Partners LLC | 32 | $6.00K | 0.00% | −8−20.0% | Reduced |
| Focused Wealth Management, Inc | 32 | $6.00K | 0.00% | −6−15.8% | Reduced |
| WD Rutherford LLC | 35 | $6.00K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 35 | $6.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 35 | $6.00K | 0.00% | +21+150.0% | Added |
| Central Bank & Trust Co | 25 | $5.00K | 0.00% | −252−91.0% | Reduced |
| Macroview Investment Management LLC | 29 | $5.00K | 0.01% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| Enterprise Trust & Investment Co | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 25 | $5.00K | 0.00% | +20+400.0% | Added |
| Sandy Cove Advisors, LLC | 29 | $5.00K | 0.00% | +29 | New |
| Kelly Financial Services LLC | 24 | $4.41K | 0.00% | +24 | New |
| Zions Bancorporation, N.A. | 22 | $4.00K | 0.00% | −16−42.1% | Reduced |
| Clearstead Advisors, LLC | 20 | $4.00K | 0.00% | −10−33.3% | Reduced |
| Ellis Investment Partners, LLC | 23 | $4.00K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 21 | $4.00K | 0.00% | −2−8.7% | Reduced |
| IAG Wealth Partners, LLC | 20 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 21 | $4.00K | 0.00% | +1+5.0% | Added |
| Field & Main Bank | 20 | $4.00K | 0.00% | +20 | New |
| Horan Securities, Inc. | 24 | $4.00K | 0.00% | +24 | New |
| Raffa Wealth Management, LLC | 18 | $3.31K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 17 | $3.13K | 0.00% | −2−10.5% | Reduced |
| Clearview Wealth Advisors LLC | 18 | $3.00K | 0.00% | −14−43.8% | Reduced |
| Sierra Capital LLC | 18 | $3.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 17 | $3.00K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 14 | $3.00K | 0.00% | 00.0% | Unchanged |
| Dixon Hughes Goodman Wealth Advisors LLC | 14 | $3.00K | 0.00% | +14 | New |
| Investmark Advisory Group LLC | 17 | $3.00K | 0.00% | +17 | New |
| Sage Private Wealth Group, LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 10 | $2.00K | 0.04% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 15 | $2.00K | 0.00% | +15 | New |
| Blue Bell Private Wealth Management, LLC | 10 | $2.00K | 0.00% | +10 | New |
| Accel Wealth Management | 10 | $2.00K | 0.00% | +10 | New |
| Tilia Fiduciary Partners, Inc. | 10 | $2.00K | 0.00% | +10 | New |
| Tevis Investment Management | 10 | $2.00K | 0.00% | +10 | New |
| Covington Capital Management | 7 | $1.00K | 0.00% | −393−98.3% | Reduced |
| Private Ocean, LLC | 5 | $1.00K | 0.00% | −12−70.6% | Reduced |
| Eagle Bay Advisors LLC | 7 | $1.00K | 0.00% | −7−50.0% | Reduced |
| Wolff Wiese Magana LLC | 5 | $1.00K | 0.00% | −6−54.5% | Reduced |
| Annapolis Financial Services, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |