| Sofos Investments, Inc. | 0 | $4 | 0.00% | −235−100.0% | Reduced |
| Motco | 2 | $469 | 0.00% | −2−50.0% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 2 | $469 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 2 | $469 | 0.00% | +2 | New |
| Cherry Tree Wealth Management, LLC | 3 | $703 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 3 | $703 | 0.00% | +3 | New |
| Provence Wealth Management Group | 4 | $937 | 0.00% | +4 | New |
| Centerpoint Advisors, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $1.17K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 5 | $1.17K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 5 | $1.17K | 0.00% | +5 | New |
| Delos Wealth Advisors, LLC | 6 | $1.44K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 6 | $1.51K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 7 | $1.64K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 7 | $1.64K | 0.00% | +1+16.7% | Added |
| Transamerica Financial Advisors, Inc. | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 9 | $2.00K | 0.00% | +9 | New |
| Glen Eagle Advisors, LLC | 10 | $2.34K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $2.34K | 0.00% | 00.0% | Unchanged |
| Ranger Investment Management, L.P. | 10 | $2.34K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 10 | $2.34K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 10 | $2.34K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 10 | $2.34K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 10 | $2.34K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 11 | $2.58K | 0.00% | −7−38.9% | Reduced |
| Bay Harbor Wealth Management, LLC | 11 | $2.58K | 0.00% | −1−8.3% | Reduced |
| North Star Investment Management Corp. | 11 | $2.58K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 11 | $2.58K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 12 | $2.81K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 14 | $3.28K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 14 | $3.28K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 14 | $3.28K | 0.00% | +14 | New |
| Beacon Capital Management, LLC | 14 | $3.28K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 15 | $3.52K | 0.00% | 00.0% | Unchanged |
| Authentikos Wealth Advisory, LLC | 15 | $3.52K | 0.00% | +15 | New |
| Quarry LP | 16 | $3.75K | 0.00% | −48−75.0% | Reduced |
| Baker Avenue Asset Management, LP | 16 | $3.75K | 0.00% | −11−40.7% | Reduced |
| Hollencrest Capital Management | 16 | $3.75K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 20 | $4.00K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 20 | $4.69K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 20 | $4.69K | 0.00% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 20 | $4.69K | 0.00% | +20 | New |
| Strengthening Families & Communities, LLC | 21 | $5.00K | 0.00% | −8−27.6% | Reduced |
| Steward Financial Group LLC | 23 | $5.00K | 0.00% | +23 | New |
| Nalls Sherbakoff Group, LLC | 22 | $5.16K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 23 | $5.39K | 0.00% | 00.0% | Unchanged |
| Central Bank & Trust Co | 26 | $6.09K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 27 | $6.33K | 0.00% | −7−20.6% | Reduced |
| Raffa Wealth Management, LLC | 29 | $6.79K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 30 | $7.00K | 0.00% | −63−67.7% | Reduced |
| Blue Bell Private Wealth Management, LLC | 30 | $7.03K | 0.00% | +10+50.0% | Added |
| Perkins Coie Trust Co | 31 | $7.26K | 0.00% | +31 | New |
| Atlas Capital Advisors LLC | 31 | $7.26K | 0.00% | −100−76.3% | Reduced |
| Northwest Investment Counselors, LLC | 31 | $7.26K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 32 | $7.50K | 0.00% | +32 | New |
| Hartford Financial Management Inc. | 33 | $7.73K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 33 | $7.73K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 34 | $7.97K | 0.00% | +28+466.7% | Added |
| Tradition Wealth Management, LLC | 36 | $8.00K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 36 | $8.44K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 40 | $9.37K | 0.00% | +40 | New |
| HM Payson & Co | 42 | $9.84K | 0.00% | +27+180.0% | Added |
| Dividend Assets Capital, LLC | 43 | $10.0K | 0.00% | +43 | New |
| Chilton Capital Management LLC | 50 | $11.7K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 50 | $11.7K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 50 | $12.0K | 0.00% | −31−38.3% | Reduced |
| Valley National Advisers Inc | 52 | $12.0K | 0.00% | +47+940.0% | Added |
| Cornerstone Planning Group LLC | 53 | $12.4K | 0.00% | +1+1.9% | Added |
| Versant Capital Management, Inc | 54 | $12.7K | 0.00% | −1−1.8% | Reduced |
| Harbor Investment Advisory, LLC | 54 | $12.7K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 55 | $12.9K | 0.01% | −9−14.1% | Reduced |
| Harbour Investments, Inc. | 59 | $13.8K | 0.00% | −144−70.9% | Reduced |
| Cambridge Trust Co | 60 | $14.1K | 0.00% | +60 | New |
| SRS Capital Advisors, Inc. | 63 | $14.8K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 65 | $15.2K | 0.01% | +65 | New |
| True Wealth Design, LLC | 67 | $15.7K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 68 | $15.9K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 71 | $16.6K | 0.01% | −1−1.4% | Reduced |
| American National Bank | 72 | $16.9K | 0.00% | −13−15.3% | Reduced |
| Front Row Advisors LLC | 74 | $17.3K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 76 | $17.8K | 0.00% | −37−32.7% | Reduced |
| Cutler Group LP | 81 | $18.0K | 0.00% | +81 | New |
| Magellan Asset Management Ltd | 80 | $18.7K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 82 | $19.0K | 0.00% | +38+86.4% | Added |
| Pathway Financial Advisers, LLC | 86 | $20.1K | 0.01% | +86 | New |
| ORG Partners LLC | 89 | $20.8K | 0.01% | −25−21.9% | Reduced |
| FinTrust Capital Advisors, LLC | 90 | $21.1K | 0.00% | −86−48.9% | Reduced |
| Headinvest, LLC | 90 | $21.3K | 0.00% | +90 | New |
| Carmel Capital Partners, LLC | 91 | $21.3K | 0.01% | +69+313.6% | Added |
| Sutton Wealth Advisors Inc. | 96 | $22.5K | 0.01% | +26+37.1% | Added |
| Private Ocean, LLC | 100 | $23.4K | 0.00% | +100 | New |
| GW&K Investment Management, LLC | 104 | $24.0K | 0.00% | +3+3.0% | Added |
| Prestige Wealth Management Group LLC | 106 | $24.8K | 0.01% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 116 | $25.7K | 0.00% | +116 | New |
| VisionPoint Advisory Group, LLC | 110 | $25.8K | 0.01% | −4−3.5% | Reduced |
| Venturi Wealth Management, LLC | 123 | $28.8K | 0.00% | +15+13.9% | Added |
| LGT Financial Advisors LLC | 123 | $28.8K | 0.04% | +123 | New |
| Financial Management Professionals, Inc. | 123 | $29.0K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 129 | $30.2K | 0.00% | −191−59.7% | Reduced |