| Curi Capital | 8 | $0 | 0.00% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 37,684 | $0 | 0.00% | +37,684 | New |
| SJS Investment Consulting Inc. | 6 | $0 | 0.00% | +6 | New |
| WestEnd Advisors, LLC | – | $387 | 0.00% | – | – |
| Kelly Financial Services LLC | 13 | $981 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 15 | $1.00K | 0.00% | −450−96.8% | Reduced |
| Retirement Group, LLC | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 9 | $1.00K | 0.00% | −2−18.2% | Reduced |
| Aspire Private Capital, LLC | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 19 | $1.00K | 0.00% | +19 | New |
| Capital Advisory Group Advisory Services, LLC | 9 | $1.00K | 0.00% | +9 | New |
| Cribstone Capital Management, LLC | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 26 | $2.00K | 0.00% | +26 | New |
| Disciplined Investments, LLC | 32 | $2.00K | 0.00% | +32 | New |
| Bellwether Advisors, LLC | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 37 | $3.00K | 0.00% | +9+32.1% | Added |
| Investors Research Corp | 45 | $3.00K | 0.00% | +45 | New |
| Baldwin Brothers Inc | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 52 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 51 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 52 | $4.00K | 0.00% | +52 | New |
| Rockbridge Investment Management, LCC | 60 | $4.71K | 0.00% | +60 | New |
| Freedman Financial Associates, Inc. | 60 | $5.00K | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 62 | $5.00K | 0.00% | +62 | New |
| Beacon Capital Management, LLC | 69 | $5.00K | 0.00% | +69 | New |
| IndexIQ Advisors LLC | 80 | $6.00K | 0.00% | −34,564−99.8% | Reduced |
| Tyler-Stone Wealth Management | 80 | $6.00K | 0.00% | −2,000−96.2% | Reduced |
| GW&K Investment Management, LLC | 77 | $6.00K | 0.00% | +77 | New |
| Central Bank & Trust Co | 94 | $7.00K | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 100 | $7.00K | 0.01% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 88 | $7.00K | 0.01% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 85 | $7.00K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 100 | $7.75K | 0.00% | −7−6.5% | Reduced |
| Glen Eagle Advisors, LLC | 103 | $7.99K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 100 | $8.00K | 0.00% | −100−50.0% | Reduced |
| Lenox Wealth Advisors, LLC | 100 | $8.00K | 0.00% | −16−13.8% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 105 | $8.00K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 106 | $8.00K | 0.00% | +105+10,500.0% | Added |
| Rational Advisors LLC | 98 | $8.00K | 0.00% | +98 | New |
| Fortitude Advisory Group L.L.C. | 115 | $9.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 111 | $9.00K | 0.00% | +73+192.1% | Added |
| SWS Partners | 117 | $9.00K | 0.01% | +117 | New |
| Focused Wealth Management, Inc | 134 | $10.0K | 0.00% | −1,825−93.2% | Reduced |
| Sound Income Strategies, LLC | 129 | $10.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 133 | $10.0K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 130 | $10.0K | 0.00% | +130 | New |
| Raffa Wealth Management, LLC | 129 | $10.0K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 158 | $12.0K | 0.00% | −73−31.6% | Reduced |
| Exane Derivatives | 155 | $12.0K | 0.00% | −16−9.4% | Reduced |
| Sierra Capital LLC | 164 | $13.0K | 0.00% | −5−3.0% | Reduced |
| Kenfarb & Co. | 164 | $13.0K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 176 | $13.6K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 186 | $14.0K | 0.00% | −97−34.3% | Reduced |
| AllSquare Wealth Management LLC | 182 | $14.0K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 186 | $14.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 185 | $14.0K | 0.00% | 00.0% | Unchanged |
| Seldon Capital LP | 183 | $14.0K | 0.01% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 186 | $14.0K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 191 | $14.8K | 0.01% | −30−13.6% | Reduced |
| Alaska Permanent Fund Corp | 203 | $16.0K | 0.00% | −87−30.0% | Reduced |
| Pflug Koory, LLC | 200 | $16.0K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 205 | $16.0K | 0.00% | +205 | New |
| Guardian Wealth Management, Inc. | 223 | $17.0K | 0.02% | +1+0.5% | Added |
| Private Ocean, LLC | 231 | $18.0K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 235 | $18.0K | 0.00% | +235 | New |
| Financial Management Professionals, Inc. | 243 | $19.0K | 0.00% | −63−20.6% | Reduced |
| HC Financial Advisors Inc | 250 | $19.0K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 242 | $19.0K | 0.00% | −6−2.4% | Reduced |
| Carmichael Hill & Associates, Inc. | 244 | $19.0K | 0.01% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 250 | $19.0K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 257 | $20.0K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 300 | $21.0K | 0.02% | −300−50.0% | Reduced |
| McCarthy Asset Management, Inc. | 275 | $21.0K | 0.01% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 289 | $22.0K | 0.01% | 00.0% | Unchanged |
| Gleason Group, Inc. | 288 | $22.0K | 0.01% | +1+0.3% | Added |
| Optimum Investment Advisors | 280 | $22.0K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 287 | $22.6K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 300 | $23.0K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 298 | $23.0K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 300 | $23.0K | 0.01% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 294 | $23.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 294 | $23.0K | 0.02% | +294 | New |
| Bank of New Hampshire | 295 | $23.0K | 0.01% | +295 | New |
| Nauset Wealth Management. LLC | 300 | $23.0K | 0.02% | +300 | New |
| American State Bank (Iowa) | 300 | $23.3K | 0.02% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 303 | $24.0K | 0.01% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 308 | $24.0K | 0.01% | +136+79.1% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 318 | $25.0K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 331 | $26.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 344 | $27.0K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 345 | $27.0K | 0.02% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 363 | $28.0K | 0.00% | −11−2.9% | Reduced |
| Ten Capital Wealth Advisors, LLC | 366 | $28.0K | 0.01% | 00.0% | Unchanged |