| Lloyd Advisory Services, LLC. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 23 | $0 | 0.00% | +23 | New |
| Princeton Global Asset Management LLC | 1 | $0 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | – | $669 | 0.00% | – | – |
| Global Financial Private Client, LLC | 5 | $837 | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 11 | $2.00K | 0.00% | −26−70.3% | Reduced |
| Crewe Advisors LLC | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 10 | $2.00K | 0.00% | +10 | New |
| Cordant, Inc. | 10 | $2.00K | 0.00% | +10 | New |
| Clearview Wealth Advisors LLC | 14 | $2.00K | 0.00% | +14 | New |
| Ten Capital Wealth Advisors, LLC | 20 | $3.00K | 0.00% | −11−35.5% | Reduced |
| Perkins Coie Trust Co | 16 | $3.00K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 18 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 18 | $3.00K | 0.00% | +18 | New |
| Cranbrook Wealth Management, LLC | 15 | $3.00K | 0.00% | +15 | New |
| D'Orazio & Associates, Inc. | 20 | $3.00K | 0.00% | +20 | New |
| FNY Investment Advisers, LLC | 20 | $3.00K | 0.00% | +20 | New |
| Sound Income Strategies, LLC | 21 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 24 | $4.00K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 23 | $4.00K | 0.00% | 00.0% | Unchanged |
| Ovata Capital Management Ltd | 24 | $4.00K | 0.00% | +24 | New |
| Rocky Mountain Advisers, LLC | 27 | $5.00K | 0.01% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 30 | $5.00K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 29 | $5.00K | 0.00% | +29 | New |
| Center for Financial Planning, Inc. | 39 | $6.00K | 0.00% | +1+2.6% | Added |
| IronBridge Private Wealth, LLC | 36 | $6.00K | 0.00% | +36 | New |
| Hudock, Inc. | 47 | $7.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 43 | $7.00K | 0.00% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 44 | $7.00K | 0.00% | +44 | New |
| Newbridge Financial Services Group, Inc. | 42 | $7.00K | 0.00% | +42 | New |
| Delta Asset Management LLC | 47 | $8.00K | 0.00% | +15+46.9% | Added |
| Bedel Financial Consulting, Inc. | 56 | $9.00K | 0.00% | +26+86.7% | Added |
| Financial Management Professionals, Inc. | 61 | $10.0K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 58 | $10.0K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 58 | $10.0K | 0.00% | +58 | New |
| Sterling Financial Planning, Inc. | 69 | $11.0K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 70 | $11.0K | 0.00% | +58+483.3% | Added |
| Old Second National Bank of Aurora | 74 | $12.0K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 69 | $12.0K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 71 | $12.0K | 0.00% | +71 | New |
| Robbins Farley LLC | 72 | $12.0K | 0.01% | +72 | New |
| Northern Oak Wealth Management Inc | 80 | $13.0K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 80 | $13.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 75 | $13.0K | 0.00% | −3−3.8% | Reduced |
| McCarthy Asset Management, Inc. | 77 | $13.0K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 75 | $13.0K | 0.00% | +32+74.4% | Added |
| Lenox Wealth Advisors, LLC | 86 | $14.0K | 0.00% | −73−45.9% | Reduced |
| Cedar Mountain Advisors, LLC | 91 | $15.0K | 0.00% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 93 | $16.0K | 0.00% | −9−8.8% | Reduced |
| Hanson & Doremus Investment Management | 97 | $16.0K | 0.00% | +1+1.0% | Added |
| Old North State Trust, LLC | 94 | $16.0K | 0.01% | +31+49.2% | Added |
| Laurel Wealth Planning LLC | 95 | $16.0K | 0.01% | +95 | New |
| AllSquare Wealth Management LLC | 100 | $17.0K | 0.01% | 00.0% | Unchanged |
| Close Asset Management Ltd | 100 | $17.0K | 0.00% | +50+100.0% | Added |
| Vigilant Capital Management, LLC | 116 | $19.0K | 0.00% | +116 | New |
| Credential Qtrade Securities Inc. | 114 | $19.1K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 119 | $20.0K | 0.01% | +47+65.3% | Added |
| West Branch Capital LLC | 127 | $21.0K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 129 | $21.6K | 0.01% | +43+50.0% | Added |
| Rockbridge Investment Management, LCC | 134 | $22.0K | 0.00% | +35+35.4% | Added |
| Better Money Decisions, LLC | 134 | $22.0K | 0.02% | +50+59.5% | Added |
| Clean Yield Group | 140 | $23.0K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 136 | $23.0K | 0.00% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 137 | $23.0K | 0.01% | +137 | New |
| Essex Investment Management Co LLC | 141 | $24.0K | 0.00% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 142 | $24.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 144 | $24.0K | 0.00% | +17+13.4% | Added |
| Baystate Wealth Management LLC | 149 | $25.0K | 0.00% | −425−74.0% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 150 | $25.1K | 0.03% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 153 | $26.0K | 0.00% | +1+0.7% | Added |
| Atlas Capital Advisors LLC | 161 | $27.0K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 160 | $27.0K | 0.01% | +85+113.3% | Added |
| CNB Bank | 300 | $27.0K | 0.02% | +300 | New |
| BDO Wealth Advisors, LLC | 170 | $28.0K | 0.00% | +1+0.6% | Added |
| Asset Dedication, LLC | 165 | $28.0K | 0.00% | +107+184.5% | Added |
| Central Bank & Trust Co | 172 | $29.0K | 0.00% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 173 | $29.0K | 0.00% | +49+39.5% | Added |
| Plante Moran Financial Advisors, LLC | 183 | $31.0K | 0.01% | +60+48.8% | Added |
| Cahill Financial Advisors Inc | 185 | $31.0K | 0.01% | +185 | New |
| Sugarloaf Wealth Management, LLC | 192 | $32.0K | 0.01% | +192 | New |
| Tarbox Family Office, Inc. | 197 | $33.0K | 0.01% | +15+8.2% | Added |
| Patriot Financial Group Insurance Agency, LLC | 199 | $33.0K | 0.01% | +21+11.8% | Added |
| Resolute Partners Group | 211 | $35.0K | 0.00% | +61+40.7% | Added |
| Brewin Dolphin Ltd | 220 | $36.8K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 222 | $37.0K | 0.00% | +28+14.4% | Added |
| Disciplina Capital Management LLC | 228 | $38.1K | 0.01% | +11+5.1% | Added |
| Arrow Financial Corp | 235 | $39.0K | 0.01% | −35−13.0% | Reduced |
| TSFG, LLC | 235 | $39.0K | 0.02% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 233 | $39.0K | 0.03% | +1+0.4% | Added |
| Ogorek Anthony Joseph | 241 | $40.0K | 0.02% | 00.0% | Unchanged |
| Logan Capital Management Inc | 241 | $40.0K | 0.00% | +119+97.5% | Added |
| Atlas Private Wealth Advisors | 236 | $40.0K | 0.02% | +236 | New |
| Raffa Wealth Management, LLC | 241 | $40.4K | 0.01% | +38+18.7% | Added |
| Earnest Partners LLC | 246 | $41.0K | 0.00% | +80+48.2% | Added |
| Jackson Wealth Management, LLC | 40,343 | $42.0K | 0.51% | +40,343 | New |
| Trustcore Financial Services, LLC | 253 | $42.0K | 0.00% | +253 | New |
| Hoese & Co LLP | 253 | $42.0K | 0.05% | +253 | New |
