| McClarren Financial Advisors, Inc. | 6 | $0 | 0.00% | +6 | New |
| Larson Financial Group LLC | 1 | $44 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 2 | $88 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2 | $88 | 0.00% | +2 | New |
| Earnest Partners LLC | 17 | $1.01K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 25 | $1.10K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 27 | $1.19K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 32 | $1.41K | 0.00% | 00.0% | Unchanged |
| Affiance Financial, LLC | 35 | $1.54K | 0.00% | +35 | New |
| Farmers & Merchants Investments Inc | 41 | $1.80K | 0.00% | +41 | New |
| Tortoise Investment Management, LLC | 50 | $2.20K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 55,050 | $2.42K | 0.00% | −2,467−4.3% | Reduced |
| City Holding Co | 57 | $2.50K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 58 | $2.55K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 67 | $2.99K | 0.00% | +7+11.7% | Added |
| Sound Income Strategies, LLC | 80 | $3.52K | 0.00% | +50+166.7% | Added |
| Quent Capital, LLC | 82 | $3.60K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 90 | $3.96K | 0.00% | +90 | New |
| Massmutual Trust Co FSB | 95 | $4.00K | 0.00% | −3−3.1% | Reduced |
| Fortis Capital Advisors, LLC | 95 | $4.17K | 0.00% | +95 | New |
| Steward Financial Group LLC | 121 | $5.00K | 0.00% | +121 | New |
| Washington Trust Co | 116 | $5.10K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 121 | $5.32K | 0.00% | −74−37.9% | Reduced |
| Lumature Wealth Partners, LLC | 129 | $5.67K | 0.00% | −19−12.8% | Reduced |
| Adirondack Trust Co | 130 | $5.71K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 140 | $6.15K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 141 | $6.20K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 167 | $7.00K | 0.00% | +2+1.2% | Added |
| City State Bank | 155 | $7.00K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 170 | $7.00K | 0.01% | +170 | New |
| Trustcore Financial Services, LLC | 164 | $7.21K | 0.00% | +164 | New |
| Castleview Partners, LLC | 169 | $7.43K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 172 | $7.56K | 0.00% | +172 | New |
| Financial Management Professionals, Inc. | 181 | $8.00K | 0.00% | +46+34.1% | Added |
| Macroview Investment Management LLC | 185 | $8.13K | 0.01% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 187 | $8.22K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 194 | $8.53K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 195 | $8.57K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 200 | $8.79K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 200 | $8.79K | 0.00% | +200 | New |
| ICA Group Wealth Management, LLC | 200 | $8.79K | 0.00% | +200 | New |
| Compass Wealth Management LLC | 200 | $8.79K | 0.00% | +200 | New |
| American National Bank | 215 | $9.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 203 | $9.00K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 205 | $9.01K | 0.00% | +205 | New |
| Cornerstone Planning Group LLC | 196 | $9.04K | 0.00% | +196 | New |
| Creative Financial Designs Inc | 223 | $9.81K | 0.00% | +3+1.4% | Added |
| Glass Jacobson Investment Advisors llc | 225 | $9.89K | 0.00% | +225 | New |
| Global Financial Private Client, LLC | 231 | $10.2K | 0.01% | +231 | New |
| Salem Investment Counselors Inc | 228 | $10.2K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 239 | $10.5K | 0.01% | +14+6.2% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 240 | $10.5K | 0.00% | −100−29.4% | Reduced |
| First Personal Financial Services | 250 | $11.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 245 | $11.0K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 250 | $11.0K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 257 | $11.4K | 0.00% | +1+0.4% | Added |
| Front Row Advisors LLC | 271 | $12.0K | 0.01% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 273 | $12.0K | 0.02% | −356−56.6% | Reduced |
| WFA Asset Management Corp | 277 | $12.2K | 0.01% | +83+42.8% | Added |
| Montag A & Associates Inc | 281 | $12.5K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 303 | $13.0K | 0.05% | +4+1.3% | Added |
| SOA Wealth Advisors, LLC. | 316 | $13.9K | 0.00% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 333 | $14.6K | 0.01% | +333 | New |
| Schubert & Co | 337 | $14.8K | 0.01% | −31−8.4% | Reduced |
| Beacon Capital Management, LLC | 340 | $14.9K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 344 | $15.1K | 0.01% | +344 | New |
| McIlrath & Eck, LLC | 354 | $15.6K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 373 | $16.4K | 0.00% | +162+76.8% | Added |
| Manchester Capital Management LLC | 397 | $17.4K | 0.00% | +249+168.2% | Added |
| Colonial Trust Advisors | 400 | $17.6K | 0.00% | +400 | New |
| Pflug Koory, LLC | 410 | $18.0K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 410 | $18.0K | 0.00% | +4+1.0% | Added |
| JFS Wealth Advisors, LLC | 425 | $18.7K | 0.00% | +10+2.4% | Added |
| Harbour Investments, Inc. | 437 | $19.2K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 449 | $19.7K | 0.01% | +128+39.9% | Added |
| American State Bank (Iowa) | 457 | $20.1K | 0.02% | +211+85.8% | Added |
| RWM Asset Management, LLC | 475 | $20.9K | 0.00% | +170+55.7% | Added |
| Ancora Advisors, LLC | 478 | $21.0K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 500 | $22.0K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 511 | $23.0K | 0.00% | −224−30.5% | Reduced |
| Baker Avenue Asset Management, LP | 541 | $23.8K | 0.00% | +541 | New |
| St Germain D J Co Inc | 549 | $24.1K | 0.01% | +549 | New |
| Duncker Streett & Co Inc | 550 | $24.2K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 553 | $24.3K | 0.01% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 617 | $27.1K | 0.01% | +617 | New |
| MV Capital Management, Inc. | 700 | $30.8K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 718 | $31.6K | 0.00% | +718 | New |
| Jackson, Grant Investment Advisers, Inc. | 740 | $32.5K | 0.02% | 00.0% | Unchanged |
| Core Alternative Capital | 755 | $33.2K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 765 | $33.6K | 0.00% | −2,273−74.8% | Reduced |
| Concord Wealth Partners | 781 | $34.3K | 0.01% | +781 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 785 | $34.4K | 0.00% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 820 | $35.0K | 0.00% | +200+32.3% | Added |
| Banque Cantonale Vaudoise | 785 | $35.0K | 0.00% | +285+57.0% | Added |
| Retirement Financial Solutions, LLC | 807 | $35.5K | 0.03% | +807 | New |
| Barometer Capital Management Inc. | 820 | $35.9K | 0.01% | +820 | New |
| Coston, McIsaac & Partners | 830 | $36.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 824 | $36.2K | 0.00% | −309−27.3% | Reduced |
| IAG Wealth Partners, LLC | 842 | $37.0K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 917 | $38.0K | 0.00% | −218−19.2% | Reduced |