| Stonebridge Capital Advisors LLC | 0 | $16 | 0.00% | −14−100.0% | Reduced |
| True Wealth Design, LLC | 3 | $307 | 0.00% | +3 | New |
| Toth Financial Advisory Corp | 4 | $409 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 5 | $511 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 5 | $511 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 6 | $542 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 6 | $613 | 0.00% | +6 | New |
| Fiduciary Alliance LLC | 8 | $818 | 0.00% | +8 | New |
| Bartlett & Co. LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 14 | $1.00K | 0.00% | +14 | New |
| Sutton Wealth Advisors Inc. | 11 | $1.13K | 0.00% | −65−85.5% | Reduced |
| Disciplined Investments, LLC | 11 | $1.13K | 0.00% | −10−47.6% | Reduced |
| Column Capital Advisors, LLC | 11 | $1.13K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 11 | $1.13K | 0.00% | +11 | New |
| M&R Capital Management Inc | 12 | $1.23K | 0.00% | −188−94.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 12 | $1.23K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 12 | $1.23K | 0.00% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 13 | $1.33K | 0.00% | +13 | New |
| C M Bidwell & Associates Ltd | 16 | $1.64K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 17 | $1.69K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 17 | $1.74K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 18 | $1.84K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 19 | $1.94K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 20 | $2.04K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 20 | $2.04K | 0.00% | +9+81.8% | Added |
| Heritage Wealth Management, LLC | 20 | $2.04K | 0.00% | +20 | New |
| Cedar Wealth Management, LLC | 21 | $2.15K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 24 | $2.45K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 25 | $2.56K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 28 | $2.86K | 0.00% | +28 | New |
| American National Bank | 34 | $3.00K | 0.00% | +21+161.5% | Added |
| Schubert & Co | 32 | $3.27K | 0.00% | −21−39.6% | Reduced |
| Versant Capital Management, Inc | 34 | $3.48K | 0.00% | 00.0% | Unchanged |
| My Personal CFO, LLC | 34 | $3.48K | 0.00% | +34 | New |
| Highline Wealth Partners LLC | 35 | $3.58K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 39 | $3.99K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 35 | $4.00K | 0.00% | −158−81.9% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 40 | $4.09K | 0.00% | 00.0% | Unchanged |
| Comerica Securities,inc. | 41 | $4.19K | 0.00% | −8,249−99.5% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 43 | $4.40K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 43 | $4.40K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 47 | $4.80K | 0.00% | −17−26.6% | Reduced |
| Capital Advisors, Ltd. LLC | 51 | $5.00K | 0.00% | +33+183.3% | Added |
| Prestige Wealth Management Group LLC | 51 | $5.21K | 0.00% | +9+21.4% | Added |
| Hallmark Capital Management Inc | 54 | $5.47K | 0.00% | −134,671−100.0% | Reduced |
| Emfo, LLC | 55 | $5.62K | 0.01% | −1,000−94.8% | Reduced |
| Baker Avenue Asset Management, LP | 57 | $5.83K | 0.00% | +57 | New |
| Arcus Capital Partners, LLC | 58 | $5.93K | 0.00% | +58 | New |
| Globeflex Capital L P | 62 | $6.34K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 67 | $6.85K | 0.00% | +67 | New |
| Atlantic Trust, LLC | 65 | $7.00K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 70 | $7.16K | 0.00% | +70 | New |
| U.S. Capital Wealth Advisors, LLC | 75 | $7.67K | 0.00% | +75 | New |
| First Community Trust NA | 80 | $8.00K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 81 | $8.00K | 0.00% | +1+1.3% | Added |
| Barrett & Company, Inc. | 80 | $8.18K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 80 | $8.18K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 80 | $8.18K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 89 | $9.10K | 0.00% | +1+1.1% | Added |
| Delta Asset Management LLC | 91 | $9.30K | 0.00% | +91 | New |
| Earnest Partners LLC | 96 | $9.81K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 98 | $10.0K | 0.00% | +98 | New |
| Clear Street Markets LLC | 100 | $10.0K | 0.00% | +100 | New |
| Sandy Spring Bank | 100 | $10.2K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 100 | $10.2K | 0.00% | +100 | New |
| Distillate Capital Partners LLC | 104 | $10.6K | 0.99% | −52,045−99.8% | Reduced |
| Glassman Wealth Services | 104 | $10.6K | 0.00% | −43−29.3% | Reduced |
| Massmutual Trust Co FSB | 103 | $11.0K | 0.00% | −28−21.4% | Reduced |
| Colonial Trust Advisors | 108 | $11.0K | 0.00% | +108 | New |
| Manchester Capital Management LLC | 108 | $11.0K | 0.00% | +29+36.7% | Added |
| Plante Moran Financial Advisors, LLC | 111 | $11.3K | 0.00% | 00.0% | Unchanged |
| EWG Elevate Inc. | 118 | $12.1K | 0.01% | +118 | New |
| Global Retirement Partners, LLC | 125 | $12.7K | 0.00% | −29−18.8% | Reduced |
| HHM Wealth Advisors, LLC | 129 | $13.2K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 130 | $13.3K | 0.00% | +8+6.6% | Added |
| FinTrust Capital Advisors, LLC | 132 | $13.5K | 0.00% | +51+63.0% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 135 | $13.8K | 0.00% | +135 | New |
| Essex Investment Management Co LLC | 135 | $14.0K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 140 | $14.3K | 0.01% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 145 | $14.8K | 0.01% | −200−58.0% | Reduced |
| Zions Bancorporation, N.A. | 146 | $14.9K | 0.00% | +34+30.4% | Added |
| Worth Asset Management, LLC | 147 | $15.0K | 0.01% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 102 | $15.0K | 0.16% | −708−87.4% | Reduced |
| Financial Perspectives, Inc | 164 | $16.8K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 170 | $17.0K | 0.15% | −170−50.0% | Reduced |
| CVA Family Office, LLC | 180 | $18.4K | 0.00% | +125+227.3% | Added |
| Baystate Wealth Management LLC | 188 | $19.0K | 0.00% | +2+1.1% | Added |
| Twin Lakes Capital Management, LLC | 186 | $19.0K | 0.01% | +1+0.5% | Added |
| TCI Wealth Advisors, Inc. | 192 | $19.6K | 0.00% | −7−3.5% | Reduced |
| Hall Laurie J Trustee | 200 | $20.0K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 212 | $22.0K | 0.00% | −250−54.1% | Reduced |
| Geneos Wealth Management Inc. | 225 | $23.0K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 242 | $24.7K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 243 | $24.9K | 0.00% | +75+44.6% | Added |
| Centerpoint Advisors, LLC | 245 | $25.0K | 0.01% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 246 | $25.2K | 0.01% | −5,411−95.7% | Reduced |
| Cassady Schiller Wealth Management, LLC | 250 | $25.6K | 0.02% | +250 | New |
| Ellevest, Inc. | 257 | $26.3K | 0.00% | −115−30.9% | Reduced |
| HM Payson & Co | 263 | $26.9K | 0.00% | +13+5.2% | Added |