| Bartlett & Co. Wealth Management LLC | 1 | $177 | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1 | $178 | 0.00% | +1 | New |
| ORG Partners LLC | 2 | $354 | 0.00% | +1+100.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 2 | $355 | 0.00% | −3−60.0% | Reduced |
| Ancora Advisors, LLC | 2 | $355 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 15 | $454 | 0.00% | −31−67.4% | Reduced |
| Principia Wealth Advisory, LLC | 3 | $532 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 3 | $533 | 0.00% | +3 | New |
| Avalon Trust Co | 3 | $533 | 0.00% | +3 | New |
| Seneschal Advisors, LLC | 3 | $533 | 0.00% | +3 | New |
| Hughes Financial Services, LLC | 4 | $668 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 4 | $709 | 0.00% | −13−76.5% | Reduced |
| Heartwood Wealth Advisors LLC | 4 | $709 | 0.00% | +4 | New |
| Strengthening Families & Communities, LLC | 5 | $886 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 5 | $887 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 5 | $887 | 0.00% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 6 | $1.06K | 0.00% | +6 | New |
| Clark Wealth Partners | 7 | $1.11K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 7 | $1.24K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 7 | $1.24K | 0.00% | +1+16.7% | Added |
| Rise Advisors, LLC | 7 | $1.24K | 0.00% | +3+75.0% | Added |
| Dunhill Financial, LLC | 7 | $1.25K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 8 | $1.42K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 9 | $1.60K | 0.00% | +9 | New |
| Wealth Preservation Advisors, LLC | 10 | $1.77K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 10 | $1.77K | 0.00% | +10 | New |
| Marquette Asset Management, LLC | 10 | $1.77K | 0.00% | +10 | New |
| Crewe Advisors LLC | 10 | $1.77K | 0.00% | +10 | New |
| Beaird Harris Wealth Management, LLC | 10 | $1.77K | 0.00% | +10 | New |
| Albion Financial Group | 11 | $1.95K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 11 | $1.95K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 11 | $1.95K | 0.00% | +2+22.2% | Added |
| Cloud Capital Management, LLC | 16 | $2.00K | 0.00% | +16 | New |
| Tortoise Investment Management, LLC | 12 | $2.13K | 0.00% | +3+33.3% | Added |
| CBIZ Investment Advisory Services, LLC | 12 | $2.13K | 0.00% | +12 | New |
| Halbert Hargrove Global Advisors, LLC | 12 | $2.13K | 0.00% | +12 | New |
| Aspect Partners, LLC | 13 | $2.31K | 0.00% | +9+225.0% | Added |
| DiNuzzo Private Wealth, Inc. | 14 | $2.38K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 14 | $2.48K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 14 | $2.48K | 0.00% | +6+75.0% | Added |
| Coston, McIsaac & Partners | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 18 | $3.19K | 0.00% | −693−97.5% | Reduced |
| Howard Hughes Medical Institute | 18 | $3.19K | 0.00% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 18 | $3.19K | 0.00% | +18 | New |
| Financial Network Wealth Advisors LLC | 19 | $3.37K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 20 | $3.55K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 21 | $3.73K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 21 | $3.73K | 0.00% | +21 | New |
| North Capital, Inc. | 22 | $3.90K | 0.00% | +1+4.8% | Added |
| Harvest Fund Management Co., Ltd | 21 | $4.00K | 0.00% | +14+200.0% | Added |
| Bare Financial Services, Inc | 24 | $4.26K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 24 | $4.26K | 0.00% | +4+20.0% | Added |
| Blue Bell Private Wealth Management, LLC | 24 | $4.26K | 0.00% | +12+100.0% | Added |
| Westfuller Advisors, LLC | 24 | $4.26K | 0.00% | +24 | New |
| Sachetta, LLC | 26 | $4.61K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 28 | $4.97K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 29 | $5.13K | 0.00% | +29 | New |
| Bruce G. Allen Investments, LLC | 32 | $5.67K | 0.00% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 33 | $5.85K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 34 | $6.03K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 34 | $6.03K | 0.00% | +31+1,033.3% | Added |
| JPL Wealth Management, LLC | 34 | $6.03K | 0.00% | +34 | New |
| Rossby Financial, LCC | 35 | $6.19K | 0.00% | +24+218.2% | Added |
| Horizon Financial Services, LLC | 35 | $6.21K | 0.00% | +30+600.0% | Added |
| Manchester Capital Management LLC | 37 | $6.56K | 0.00% | −3−7.5% | Reduced |
| Wolff Wiese Magana LLC | 38 | $6.74K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 45 | $7.98K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 45 | $7.98K | 0.00% | +2+4.7% | Added |
| DAGCO, Inc. | 47 | $8.34K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 48 | $8.51K | 0.00% | +5+11.6% | Added |
| Financial Consulate, Inc | 48 | $8.51K | 0.00% | +48 | New |
| Global X Japan Co., Ltd. | 51 | $9.04K | 0.00% | −93−64.6% | Reduced |
| Private Wealth Management Group, LLC | 51 | $9.04K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 52 | $9.22K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 55 | $9.75K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 57 | $10.1K | 0.00% | +11+23.9% | Added |
| Strategic Wealth Partners, Ltd. | 57 | $10.1K | 0.00% | +57 | New |
| Grey Fox Wealth Advisors, LLC | 57 | $10.1K | 0.00% | +57 | New |
| Toth Financial Advisory Corp | 62 | $11.0K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 62 | $11.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 63 | $11.2K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 66 | $11.7K | 0.00% | 00.0% | Unchanged |
| Financially Speaking Inc | 66 | $11.7K | 0.01% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 66 | $11.7K | 0.01% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 67 | $11.8K | 0.00% | +67 | New |
| Umb Bank N A | 68 | $12.1K | 0.00% | −6−8.1% | Reduced |
| Colonial Trust Co | 72 | $12.7K | 0.00% | −16−18.2% | Reduced |
| AdvisorNet Financial, Inc | 73 | $12.9K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 73 | $13.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 76 | $13.5K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 77 | $13.7K | 0.00% | +76+7,600.0% | Added |
| Capital Advisors, Ltd. LLC | 77 | $14.0K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 84 | $14.9K | 0.00% | +66+366.7% | Added |
| Central Trust Co | 84 | $14.9K | 0.00% | −30−26.3% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 89 | $15.8K | 0.01% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 93 | $16.5K | 0.07% | +41+78.8% | Added |
| Quent Capital, LLC | 93 | $16.6K | 0.00% | +93 | New |
| N.E.W. Advisory Services LLC | 97 | $17.2K | 0.00% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 100 | $17.7K | 0.02% | 00.0% | Unchanged |
| Front Row Advisors LLC | 101 | $17.9K | 0.01% | 00.0% | Unchanged |