| JJJ Advisors Inc. | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 1 | $0 | 0.00% | +1 | New |
| Marquette Asset Management, LLC | 11 | $0 | 0.00% | +11 | New |
| J.Safra Asset Management Corp | 41 | $0 | 0.00% | +41 | New |
| Sound Income Strategies, LLC | 11 | $0 | 0.00% | +11 | New |
| WestEnd Advisors, LLC | – | $620 | 0.00% | – | – |
| Versant Capital Management, Inc | 30 | $1.00K | 0.00% | −47−61.0% | Reduced |
| Capital Advisors, Ltd. LLC | 31 | $1.00K | 0.00% | +14+82.4% | Added |
| Sterling Investment Advisors, Ltd. | 29 | $1.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 33 | $1.00K | 0.00% | +8+32.0% | Added |
| Corsicana & Co. | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 52,661 | $1.00K | 0.00% | +52,661 | New |
| CenterStar Asset Management, LLC | – | $2.00K | 0.00% | – | – |
| Lee Financial Co | 42 | $2.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 37 | $2.00K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 53 | $2.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 53 | $2.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 45 | $2.00K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 37 | $2.00K | 0.00% | +10+37.0% | Added |
| Clean Yield Group | 50 | $2.00K | 0.00% | +50 | New |
| Burleson & Company, LLC | 44 | $2.00K | 0.00% | +44 | New |
| Disciplined Investments, LLC | 43 | $2.00K | 0.00% | +43 | New |
| Rockbridge Investment Management, LCC | 62 | $2.79K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 74 | $3.00K | 0.00% | −121−62.1% | Reduced |
| Fure Financial Corp | 73 | $3.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 77 | $3.00K | 0.00% | +6+8.5% | Added |
| Your Advocates Ltd., LLP | 79 | $3.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 88 | $3.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 61 | $3.00K | 0.00% | +37+154.2% | Added |
| Capital Directions Investment Advisors, LLC | 60 | $3.00K | 0.00% | +60 | New |
| MCF Advisors LLC | 62 | $3.00K | 0.00% | +62 | New |
| Cordant, Inc. | 66 | $3.00K | 0.00% | +66 | New |
| WR Wealth Planners, LLC | 80 | $3.54K | 0.00% | +80 | New |
| Valley National Advisers Inc | 99 | $4.00K | 0.00% | 00.0% | Unchanged |
| Timber Creek Capital Management LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 96 | $4.00K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 106 | $4.00K | 0.00% | +6+6.0% | Added |
| American National Bank | 84 | $4.00K | 0.00% | +84 | New |
| Washington Trust Advisors, Inc. | 122 | $5.00K | 0.00% | −211−63.4% | Reduced |
| Carmichael Hill & Associates, Inc. | 105 | $5.00K | 0.00% | 00.0% | Unchanged |
| Dixon Hughes Goodman Wealth Advisors LLC | 102 | $5.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 110 | $5.00K | 0.00% | +77+233.3% | Added |
| GW&K Investment Management, LLC | 112 | $5.00K | 0.00% | +112 | New |
| Activest Wealth Management | 116 | $5.00K | 0.00% | +116 | New |
| Tyler-Stone Wealth Management | 130 | $6.00K | 0.00% | −37−22.2% | Reduced |
| Arcadia Investment Management Corp | 130 | $6.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 131 | $6.00K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 125 | $6.00K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 125 | $6.00K | 0.00% | +125 | New |
| Mizuho Securities Co. Ltd. | 153 | $7.00K | 0.00% | −1−0.6% | Reduced |
| Country Trust Bank | 148 | $7.00K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 157 | $7.00K | 0.00% | +139+772.2% | Added |
| FAI Wealth Management | 200 | $8.00K | 0.01% | 00.0% | Unchanged |
| DeDora Capital, Inc. | 188 | $8.00K | 0.00% | +188 | New |
| Sargent Bickham Lagudis LLC | 204 | $9.00K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 209 | $9.00K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 200 | $9.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 192 | $9.00K | 0.00% | 00.0% | Unchanged |
| John W. Brooker & Co., CPAs | 200 | $9.00K | 0.00% | 00.0% | Unchanged |
| Rock Creek Group, LP | 223 | $10.0K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 230 | $10.0K | 0.00% | +24+11.7% | Added |
| Cribstone Capital Management, LLC | 253 | $11.0K | 0.01% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 250 | $11.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 250 | $11.1K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 275 | $12.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 263 | $12.0K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 265 | $12.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 300 | $13.0K | 0.01% | 00.0% | Unchanged |
| Hoey Investments, Inc | 300 | $13.0K | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Wealth Management Ltd | 300 | $13.0K | 0.00% | 00.0% | Unchanged |
| Savior LLC | 289 | $13.0K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 300 | $13.3K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 316 | $14.0K | 0.00% | −162−33.9% | Reduced |
| Howe & Rusling Inc | 322 | $14.0K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 325 | $14.0K | 0.01% | +325 | New |
| GHP Investment Advisors, Inc. | 308 | $14.0K | 0.00% | +308 | New |
| Bartlett & Co. LLC | 322 | $14.0K | 0.00% | +322 | New |
| Raffa Wealth Management, LLC | 319 | $14.1K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 322 | $14.3K | 0.00% | +322 | New |
| Holloway Wealth Management, LLC | – | $15.0K | 0.00% | – | – |
| Sierra Capital LLC | 370 | $16.0K | 0.00% | +370 | New |
| Cyrus J. Lawrence, LLC | 370 | $16.0K | 0.00% | +370 | New |
| Tarbox Family Office, Inc. | 394 | $17.0K | 0.00% | −97−19.8% | Reduced |
| Rational Advisors LLC | 394 | $17.0K | 0.00% | +394 | New |
| Jones Financial Companies LLLP | 398 | $18.0K | 0.00% | −164−29.2% | Reduced |
| Johnson Midwest Financial, LLC | 416 | $18.0K | 0.03% | 00.0% | Unchanged |
| Optimum Investment Advisors | 400 | $18.0K | 0.01% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 401 | $18.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 431 | $19.0K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 449 | $20.0K | 0.00% | −509−53.1% | Reduced |
| Curi Capital | 452 | $20.0K | 0.00% | −105−18.9% | Reduced |
| Evermay Wealth Management LLC | 441 | $20.0K | 0.00% | +269+156.4% | Added |
| MV Capital Management, Inc. | 476 | $21.0K | 0.00% | +210+78.9% | Added |
| Northern Oak Wealth Management Inc | 500 | $22.0K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 500 | $22.0K | 0.01% | 00.0% | Unchanged |
| O'Dell Group, LLC | 503 | $22.0K | 0.01% | 00.0% | Unchanged |