| Avion Wealth | 34 | $0 | 0.00% | +34 | New |
| Comerica Bank | 1,569 | $1 | 0.00% | +1,569 | New |
| Cherry Tree Wealth Management, LLC | 5 | $146 | 0.00% | +5 | New |
| Lee Financial Co | 6 | $175 | 0.00% | +6 | New |
| Highline Wealth Partners LLC | 11 | $321 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 12 | $350 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 13 | $379 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 14 | $408 | 0.00% | +14 | New |
| True Wealth Design, LLC | 14 | $409 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 15 | $437 | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 18 | $525 | 0.00% | +18 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 18 | $535 | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 19 | $535 | 0.00% | +19 | New |
| Wolff Wiese Magana LLC | 20 | $583 | 0.00% | −10−33.3% | Reduced |
| Sofos Investments, Inc. | 29 | $606 | 0.00% | +29 | New |
| Abound Wealth Management | 22 | $643 | 0.00% | +22 | New |
| Baker Avenue Asset Management, LP | 23 | $670 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 50 | $1.00K | 0.00% | −474−90.5% | Reduced |
| Financial Management Professionals, Inc. | 38 | $1.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 35 | $1.02K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 35 | $1.02K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 39 | $1.14K | 0.00% | −1−2.5% | Reduced |
| Sound Income Strategies, LLC | 40 | $1.17K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 40 | $1.17K | 0.00% | +40 | New |
| Coastal Capital Group, Inc. | 42 | $1.21K | 0.00% | +1+2.4% | Added |
| Caldwell Sutter Capital, Inc. | 44 | $1.28K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 47 | $1.37K | 0.00% | −1−2.1% | Reduced |
| Disciplined Investments, LLC | 58 | $1.69K | 0.00% | −5−7.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 62 | $1.81K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 68 | $1.98K | 0.00% | +1+1.5% | Added |
| Capital Advisors, Ltd. LLC | 58 | $2.00K | 0.00% | −44−43.1% | Reduced |
| Bollard Group LLC | 80 | $2.00K | 0.00% | +80 | New |
| RFP Financial Group LLC | 71 | $2.07K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 85 | $2.48K | 0.00% | +85 | New |
| DT Investment Partners, LLC | 86 | $2.54K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 97 | $2.83K | 0.00% | +97 | New |
| American National Bank | 101 | $2.94K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 90 | $3.00K | 0.00% | +24+36.4% | Added |
| SkyView Investment Advisors, LLC | 115 | $3.00K | 0.00% | +57+98.3% | Added |
| Sutton Wealth Advisors Inc. | 112 | $3.27K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 113 | $3.29K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 114 | $3.32K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 118 | $3.44K | 0.00% | +75+174.4% | Added |
| First Capital Advisors Group, LLC. | 121 | $3.53K | 0.00% | +121 | New |
| Hoese & Co LLP | 150 | $4.37K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 152 | $4.42K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 156 | $4.55K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 158 | $4.61K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 170 | $4.96K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 184 | $5.36K | 0.00% | +184 | New |
| Larson Financial Group LLC | 189 | $5.51K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 193 | $5.63K | 0.00% | +193 | New |
| Eagle Bay Advisors LLC | 200 | $5.83K | 0.00% | −32−13.8% | Reduced |
| Loomis Sayles & Co L P | 204 | $6.00K | 0.00% | +139+213.8% | Added |
| Proequities, Inc. | 213 | $6.21K | 0.00% | −11−4.9% | Reduced |
| Geneos Wealth Management Inc. | 213 | $6.21K | 0.00% | +213 | New |
| West Tower Group, LLC | 227 | $6.62K | 0.00% | +227 | New |
| Front Row Advisors LLC | 250 | $7.00K | 0.00% | −139−35.7% | Reduced |
| Winch Advisory Services, LLC | 225 | $7.00K | 0.00% | +2+0.9% | Added |
| TSFG, LLC | 232 | $7.00K | 0.00% | +32+16.0% | Added |
| St. Johns Investment Management Company, LLC | 250 | $7.29K | 0.00% | +250 | New |
| JFS Wealth Advisors, LLC | 269 | $7.84K | 0.00% | −25−8.5% | Reduced |
| Smithfield Trust Co | 285 | $8.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 262 | $8.00K | 0.00% | +262 | New |
| Whittier Trust Co | 284 | $8.27K | 0.00% | −3,701−92.9% | Reduced |
| Fairfield, Bush & Co. | 287 | $8.37K | 0.00% | +287 | New |
| Westside Investment Management, Inc. | 294 | $8.57K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 300 | $8.74K | 0.01% | −300−50.0% | Reduced |
| Old Second National Bank of Aurora | 300 | $8.74K | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 302 | $8.80K | 0.00% | +302 | New |
| Moisand Fitzgerald Tamayo, LLC | 315 | $9.18K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 334 | $9.74K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 343 | $10.0K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 353 | $10.3K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 354 | $10.3K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 360 | $10.5K | 0.00% | +211+141.6% | Added |
| GPS Wealth Strategies Group, LLC | 375 | $10.9K | 0.00% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 379 | $11.0K | 0.00% | −515−57.6% | Reduced |
| Atwood & Palmer Inc | 400 | $11.7K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 400 | $12.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 450 | $13.1K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 457 | $13.3K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 457 | $13.3K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 481 | $14.0K | 0.00% | +13+2.8% | Added |
| Northwest Investment Counselors, LLC | 496 | $14.5K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 500 | $14.6K | 0.00% | 00.0% | Unchanged |
| Motco | 500 | $14.6K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 500 | $14.6K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 502 | $14.8K | 0.00% | +502 | New |
| Webster Bank, N. A. | 512 | $14.9K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 543 | $15.8K | 0.00% | +4+0.7% | Added |
| Hallmark Capital Management Inc | 575 | $16.8K | 0.00% | −603,777−99.9% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 609 | $17.7K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 610 | $17.8K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 616 | $18.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 617 | $18.0K | 0.00% | −12−1.9% | Reduced |
| Rosenberg Matthew Hamilton | 630 | $18.4K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 637 | $18.6K | 0.00% | +637 | New |
| Washington Trust Co | 650 | $18.9K | 0.00% | 00.0% | Unchanged |