| Avion Wealth | 34 | $0 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 18 | $0 | 0.00% | +18 | New |
| Atticus Wealth Management, LLC | 2 | $54 | 0.00% | +2 | New |
| Cherry Tree Wealth Management, LLC | 5 | $135 | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 6 | $162 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 6 | $175 | 0.00% | +6 | New |
| Abound Wealth Management | 8 | $218 | 0.00% | −14−63.6% | Reduced |
| Highline Wealth Partners LLC | 11 | $295 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 12 | $312 | 0.00% | −17−58.6% | Reduced |
| Carolinas Wealth Consulting LLC | 13 | $349 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 13 | $350 | 0.00% | −1−7.1% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 14 | $376 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 14 | $376 | 0.00% | +14 | New |
| SOA Wealth Advisors, LLC. | 15 | $403 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 16 | $430 | 0.00% | +16 | New |
| CGC Financial Services, LLC | 18 | $483 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 18 | $493 | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 19 | $510 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 23 | $618 | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 31 | $823 | 0.00% | +31 | New |
| Archer Investment Corp | 35 | $940 | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 35 | $940 | 0.00% | +35 | New |
| Financial Management Professionals, Inc. | 38 | $1.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 30 | $1.00K | 0.00% | +30 | New |
| Householder Group Estate & Retirement Specialist, LLC | 38 | $1.04K | 0.00% | +38 | New |
| Sound Income Strategies, LLC | 40 | $1.07K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 43 | $1.16K | 0.00% | −75−63.6% | Reduced |
| Caldwell Sutter Capital, Inc. | 44 | $1.18K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 59 | $1.58K | 0.00% | +12+25.5% | Added |
| Newbridge Financial Services Group, Inc. | 62 | $1.67K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 64 | $1.72K | 0.00% | +64 | New |
| PFS Partners, LLC | 68 | $1.84K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 71 | $1.91K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 85 | $2.28K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 86 | $2.31K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 94 | $2.52K | 0.00% | +94 | New |
| American National Bank | 101 | $2.71K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 103 | $2.77K | 0.00% | +103 | New |
| SkyView Investment Advisors, LLC | 115 | $3.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 115 | $3.00K | 0.00% | +57+98.3% | Added |
| Ronald Blue Trust, Inc. | 106 | $3.00K | 0.00% | +56+112.0% | Added |
| Sutton Wealth Advisors Inc. | 112 | $3.01K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 113 | $3.04K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 114 | $3.06K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 158 | $4.00K | 0.00% | +158 | New |
| Hoese & Co LLP | 150 | $4.03K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 150 | $4.03K | 0.00% | +150 | New |
| Private Ocean, LLC | 156 | $4.19K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 158 | $4.24K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 170 | $4.57K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 176 | $4.71K | 0.00% | +24+15.8% | Added |
| Key Financial Inc | 184 | $4.94K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 186 | $4.99K | 0.00% | −27−12.7% | Reduced |
| Hazlett, Burt & Watson, Inc. | 200 | $5.00K | 0.00% | −200−50.0% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 197 | $5.29K | 0.00% | +197 | New |
| Eagle Bay Advisors LLC | 200 | $5.37K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 216 | $5.80K | 0.00% | +3+1.4% | Added |
| Winch Advisory Services, LLC | 226 | $6.00K | 0.00% | +1+0.4% | Added |
| TSFG, LLC | 232 | $6.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 229 | $6.15K | 0.00% | −21−8.4% | Reduced |
| St. Johns Investment Management Company, LLC | 250 | $6.71K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 262 | $7.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 267 | $7.17K | 0.00% | −2−0.7% | Reduced |
| Westside Investment Management, Inc. | 294 | $7.89K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 285 | $8.00K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 303 | $8.00K | 0.00% | +99+48.5% | Added |
| Old Second National Bank of Aurora | 300 | $8.05K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 300 | $8.05K | 0.01% | 00.0% | Unchanged |
| Rogco, LP | 300 | $8.05K | 0.00% | +300 | New |
| Carmel Capital Partners, LLC | 303 | $8.14K | 0.00% | +303 | New |
| Moisand Fitzgerald Tamayo, LLC | 315 | $8.46K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 334 | $8.97K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 339 | $9.00K | 0.00% | −278−45.1% | Reduced |
| Harbor Investment Advisory, LLC | 343 | $9.21K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 353 | $9.48K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 372 | $9.99K | 0.00% | +18+5.1% | Added |
| GPS Wealth Strategies Group, LLC | 375 | $10.1K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 400 | $10.7K | 0.00% | −57−12.5% | Reduced |
| Atwood & Palmer Inc | 400 | $10.7K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 421 | $11.3K | 0.00% | +324+334.0% | Added |
| Farmers & Merchants Investments Inc | 450 | $12.1K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 452 | $12.1K | 0.00% | +168+59.2% | Added |
| Riverview Trust Co | 457 | $12.3K | 0.01% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 496 | $13.3K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 500 | $13.4K | 0.00% | 00.0% | Unchanged |
| Motco | 500 | $13.4K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 500 | $13.4K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 512 | $13.7K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 600 | $16.1K | 0.00% | +119+24.7% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 609 | $16.4K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 610 | $16.4K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 616 | $16.5K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 630 | $16.9K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 637 | $17.1K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 650 | $17.5K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 670 | $18.0K | 0.00% | +670 | New |
| American State Bank (Iowa) | 700 | $18.8K | 0.01% | −37−5.0% | Reduced |
| Chesapeake Asset Management LLC | 700 | $18.8K | 0.02% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 712 | $19.0K | 0.01% | −64−8.2% | Reduced |