| Penserra Capital Management LLC | 6 | $0 | 0.00% | +6 | New |
| WestEnd Advisors, LLC | 1 | $140 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 1 | $142 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 2 | $281 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2 | $281 | 0.00% | +2 | New |
| St Germain D J Co Inc | 3,760 | $528 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 4 | $561 | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 6 | $842 | 0.00% | +6 | New |
| Sofos Investments, Inc. | 140 | $888 | 0.01% | −116−45.3% | Reduced |
| Concord Wealth Partners | 7 | $982 | 0.00% | +7 | New |
| Capital Advisors, Ltd. LLC | 69 | $1.00K | 0.00% | +26+60.5% | Added |
| American National Bank | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 9 | $1.00K | 0.00% | +3+50.0% | Added |
| Eagle Bay Advisors LLC | 9 | $1.26K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 83 | $1.34K | 0.00% | +83 | New |
| TD Capital Management LLC | 10 | $1.40K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 15 | $1.93K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 14 | $1.97K | 0.00% | +14 | New |
| Sargent Bickham Lagudis LLC | 15 | $2.10K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 16 | $2.25K | 0.00% | −3−15.8% | Reduced |
| Delos Wealth Advisors, LLC | 17 | $2.39K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 18 | $2.57K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 19 | $2.67K | 0.00% | +6+46.2% | Added |
| Fuller & Thaler Asset Management, Inc. | 22 | $3.00K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 26 | $3.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 18 | $3.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 22 | $3.09K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 23 | $3.23K | 0.00% | −2−8.0% | Reduced |
| Colonial Trust Advisors | 30 | $4.21K | 0.00% | +30 | New |
| Sutton Wealth Advisors Inc. | 31 | $4.35K | 0.00% | +11+55.0% | Added |
| Investors Research Corp | 31 | $4.35K | 0.00% | +31 | New |
| Cassady Schiller Wealth Management, LLC | 32 | $4.49K | 0.00% | +32 | New |
| Key Financial Inc | 38 | $4.88K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 34 | $5.00K | 0.00% | −3−8.1% | Reduced |
| Independence Bank of Kentucky | 35 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 37 | $5.19K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 37 | $5.19K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 38 | $5.28K | 0.01% | +38 | New |
| Whittier Trust Co of Nevada Inc | 42 | $5.89K | 0.00% | −4−8.7% | Reduced |
| Knights of Columbus Asset Advisors LLC | 42 | $5.89K | 0.00% | +42 | New |
| Valley National Advisers Inc | 44 | $6.00K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 42 | $6.00K | 0.02% | 00.0% | Unchanged |
| Schubert & Co | 44 | $6.17K | 0.01% | −6−12.0% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 45 | $6.32K | 0.00% | −12−21.1% | Reduced |
| Beacon Capital Management, LLC | 45 | $6.32K | 0.00% | +25+125.0% | Added |
| Sound Income Strategies, LLC | 46 | $6.46K | 0.00% | +38+475.0% | Added |
| Birch Capital Management, LLC | 47 | $6.65K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 50 | $7.02K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 50 | $7.02K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 51 | $7.20K | 0.00% | +11+27.5% | Added |
| PFS Partners, LLC | 52 | $7.30K | 0.01% | +52 | New |
| Live Oak Investment Partners | – | $7.47K | 0.01% | – | New |
| Earnest Partners LLC | 55 | $7.72K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 55 | $7.72K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 56 | $7.86K | 0.00% | +56 | New |
| Ronald Blue Trust, Inc. | 65 | $8.00K | 0.00% | +29+80.6% | Added |
| Ellevest, Inc. | 60 | $8.42K | 0.00% | −358−85.6% | Reduced |
| Archer Investment Corp | 64 | $8.98K | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 65 | $9.06K | 0.00% | +1+1.6% | Added |
| New Millennium Group LLC | 69 | $9.68K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 70 | $9.82K | 0.00% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 70 | $9.82K | 0.00% | +70 | New |
| Mascoma Wealth Management LLC | 73 | $10.2K | 0.00% | +8+12.3% | Added |
| Coppell Advisory Solutions LLC | 73 | $10.2K | 0.00% | +73 | New |
| Coppell Advisory Solutions Corp. | 73 | $10.2K | 0.00% | +73 | New |
| Goodwin Investment Advisory | 83 | $11.6K | 0.01% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 90 | $12.6K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 93 | $13.1K | 0.01% | +93 | New |
| My Personal CFO, LLC | 96 | $13.5K | 0.01% | +96 | New |
| FinTrust Capital Advisors, LLC | 97 | $13.6K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 100 | $14.0K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 100 | $14.0K | 0.01% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 100 | $14.0K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 100 | $14.0K | 0.01% | 00.0% | Unchanged |
| Kenfarb & Co. | 104 | $14.6K | 0.01% | 00.0% | Unchanged |
| Norway Savings Bank | 110 | $15.4K | 0.01% | −1,405−92.7% | Reduced |
| MCF Advisors LLC | 110 | $15.4K | 0.00% | −7−6.0% | Reduced |
| Bogart Wealth, LLC | 112 | $15.7K | 0.00% | −180−61.6% | Reduced |
| NewSquare Capital LLC | 118 | $16.6K | 0.00% | −25−17.5% | Reduced |
| Sugarloaf Wealth Management, LLC | 122 | $17.1K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 122 | $17.1K | 0.01% | +16+15.1% | Added |
| Operose Advisors LLC | 123 | $17.3K | 0.01% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 125 | $17.5K | 0.01% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 127 | $17.8K | 0.01% | +127 | New |
| Covestor Ltd | 126 | $18.0K | 0.01% | +33+35.5% | Added |
| Clearview Wealth Advisors LLC | 131 | $18.5K | 0.01% | +1+0.8% | Added |
| Newbridge Financial Services Group, Inc. | 134 | $18.8K | 0.01% | −100−42.7% | Reduced |
| Accurate Wealth Management, LLC | 134 | $18.9K | 0.01% | +134 | New |
| Beaird Harris Wealth Management, LLC | 135 | $18.9K | 0.00% | +35+35.0% | Added |
| Asset Dedication, LLC | 138 | $19.0K | 0.00% | +136+6,800.0% | Added |
| Rosenberg Matthew Hamilton | 144 | $20.2K | 0.01% | 00.0% | Unchanged |
| Retirement Financial Solutions, LLC | 145 | $20.3K | 0.02% | +145 | New |
| Versant Capital Management, Inc | 148 | $20.8K | 0.01% | −2−1.3% | Reduced |
| Grey Fox Wealth Advisors, LLC | 150 | $21.1K | 0.01% | +150 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 151 | $21.2K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 155 | $22.0K | 0.01% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 155 | $22.0K | 0.01% | +30+24.0% | Added |
| U.S. Capital Wealth Advisors, LLC | 160 | $22.5K | 0.00% | +160 | New |
| JFS Wealth Advisors, LLC | 162 | $22.7K | 0.00% | −7−4.1% | Reduced |