| Avion Wealth | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 1 | $106 | 0.00% | −158−99.4% | Reduced |
| Tfo-TDC, LLC | 1 | $159 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 2 | $262 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 2 | $262 | 0.00% | +2 | New |
| Manchester Capital Management LLC | 2 | $263 | 0.00% | +2 | New |
| True Wealth Design, LLC | 3 | $394 | 0.00% | +1+50.0% | Added |
| Sound Income Strategies, LLC | 4 | $524 | 0.00% | −17−81.0% | Reduced |
| Highline Wealth Partners LLC | 4 | $524 | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 4 | $524 | 0.00% | +4 | New |
| Concord Wealth Partners | 7 | $917 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 8 | $1.05K | 0.00% | +8 | New |
| TD Capital Management LLC | 10 | $1.31K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 10 | $1.31K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 11 | $1.44K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 12 | $1.57K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 13 | $1.70K | 0.00% | −4−23.5% | Reduced |
| Cornerstone Planning Group LLC | 13 | $1.70K | 0.00% | +7+116.7% | Added |
| DecisionPoint Financial, LLC | 15 | $1.97K | 0.00% | +15 | New |
| Harvest Fund Management Co., Ltd | 14 | $2.00K | 0.00% | −5−26.3% | Reduced |
| Hazlett, Burt & Watson, Inc. | 12 | $2.00K | 0.00% | +12 | New |
| JNBA Financial Advisors | 16 | $2.10K | 0.00% | +16 | New |
| Laffer Tengler Investments | 19 | $2.49K | 0.00% | −4,903−99.6% | Reduced |
| Delos Wealth Advisors, LLC | 17 | $2.66K | 0.00% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 22 | $2.88K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 22 | $2.88K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 21 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 24 | $3.18K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 25 | $3.28K | 0.00% | −400−94.1% | Reduced |
| VisionPoint Advisory Group, LLC | 25 | $3.28K | 0.00% | +25 | New |
| Westside Investment Management, Inc. | 26 | $3.41K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 26 | $3.41K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 30 | $3.93K | 0.00% | +30 | New |
| DHJJ Financial Advisors, Ltd. | 30 | $3.93K | 0.00% | +30 | New |
| Investors Research Corp | 31 | $4.06K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 31 | $4.06K | 0.00% | +1+3.3% | Added |
| Provence Wealth Management Group | 33 | $4.33K | 0.00% | +33 | New |
| Key Financial Inc | 38 | $4.98K | 0.00% | −24−38.7% | Reduced |
| Mascoma Wealth Management LLC | 40 | $5.24K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 40 | $5.24K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 43 | $5.68K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 46 | $6.00K | 0.00% | −52−53.1% | Reduced |
| Valley National Advisers Inc | 48 | $6.00K | 0.00% | +2+4.3% | Added |
| PSI Advisors, LLC | 47 | $6.19K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 50 | $6.55K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 50 | $6.55K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 50 | $6.55K | 0.00% | +50 | New |
| PFS Partners, LLC | 53 | $6.97K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 52 | $7.00K | 0.00% | −2−3.7% | Reduced |
| Live Oak Investment Partners | – | $7.14K | 0.01% | – | – |
| Earnest Partners LLC | 55 | $7.21K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 55 | $7.21K | 0.00% | +55 | New |
| DT Investment Partners, LLC | 55 | $7.21K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 56 | $7.34K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 56 | $7.46K | 0.01% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 60 | $7.86K | 0.00% | +60 | New |
| West Financial Advisors, LLC | 63 | $8.26K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 64 | $8.39K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 67 | $8.78K | 0.00% | −30−30.9% | Reduced |
| Capital Advisors, Ltd. LLC | 65 | $9.00K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 69 | $9.04K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 70 | $9.17K | 0.00% | +2+2.9% | Added |
| Harbor Investment Advisory, LLC | 70 | $9.17K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 73 | $9.57K | 0.00% | −8−9.9% | Reduced |
| Peoples Financial Services Corp. | 75 | $9.83K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 79 | $10.0K | 0.00% | −7−8.1% | Reduced |
| Rosenberg Matthew Hamilton | 77 | $10.1K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 85 | $11.0K | 0.01% | −6−6.6% | Reduced |
| Beacon Capital Management, LLC | 71 | $11.3K | 0.00% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 90 | $11.8K | 0.01% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 93 | $12.2K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 100 | $13.0K | 0.01% | −462−82.2% | Reduced |
| Hanson & Doremus Investment Management | 100 | $13.0K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 100 | $13.1K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 100 | $13.1K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 100 | $13.1K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 100 | $13.1K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 103 | $13.5K | 0.00% | 00.0% | Unchanged |
| West Tower Group, LLC | 105 | $13.8K | 0.01% | −21−16.7% | Reduced |
| MCF Advisors LLC | 110 | $14.4K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 123 | $15.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 118 | $15.0K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 116 | $15.2K | 0.01% | +116 | New |
| Sugarloaf Wealth Management, LLC | 122 | $16.0K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 122 | $17.1K | 0.01% | +60+96.8% | Added |
| Atticus Wealth Management, LLC | 134 | $17.6K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 134 | $17.6K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 138 | $18.1K | 0.00% | −26−15.9% | Reduced |
| ZRC Wealth Management, LLC | 147 | $19.2K | 0.02% | +1+0.7% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 151 | $19.8K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 151 | $20.0K | 0.00% | +50+49.5% | Added |
| Iron Horse Wealth Management, LLC | 155 | $20.3K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 156 | $20.4K | 0.01% | +156 | New |
| Hartford Financial Management Inc. | 163 | $21.4K | 0.01% | +163 | New |
| CarsonAllaria Wealth Management, Ltd. | 164 | $21.6K | 0.02% | −50−23.4% | Reduced |
| Blume Capital Management, Inc. | 175 | $22.9K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 176 | $23.1K | 0.00% | +27+18.1% | Added |
| Estabrook Capital Management | 185 | $24.2K | 0.00% | 00.0% | Unchanged |