| Penserra Capital Management LLC | 4 | $0 | 0.00% | −456−99.1% | Reduced |
| Hazlett, Burt & Watson, Inc. | 6 | $0 | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 17 | $0 | 0.00% | +17 | New |
| Nalls Sherbakoff Group, LLC | 1 | $63 | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 1 | $72 | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 2 | $144 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 2 | $144 | 0.00% | +2 | New |
| Brown, Lisle/Cummings, Inc. | 3 | $215 | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 3 | $215 | 0.00% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 3 | $215 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 3 | $215 | 0.00% | +3 | New |
| All Terrain Financial Advisors, LLC | 4 | $286 | 0.00% | +4 | New |
| Tradewinds Capital Management, LLC | 4 | $287 | 0.00% | −500−99.2% | Reduced |
| SJS Investment Consulting Inc. | 4 | $287 | 0.00% | +4 | New |
| Godsey & Gibb Associates | 5 | $358 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 6 | $429 | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 6 | $429 | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 7 | $501 | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 8 | $573 | 0.00% | +8 | New |
| M&R Capital Management Inc | 9 | $643 | 0.00% | −15−62.5% | Reduced |
| McIlrath & Eck, LLC | 10 | $716 | 0.00% | −3−23.1% | Reduced |
| Berkshire Capital Holdings Inc | 10 | $716 | 0.00% | 00.0% | Unchanged |
| Piershale Financial Group, Inc. | 10 | $716 | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 10 | $716 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 10 | $716 | 0.00% | +7+233.3% | Added |
| Truvestments Capital LLC | 11 | $787 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 11 | $787 | 0.00% | +11 | New |
| Allianz Asset Management GmbH | 11,273 | $806 | 0.00% | −15,017−57.1% | Reduced |
| MV Capital Management, Inc. | 12 | $859 | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 12 | $859 | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 12 | $859 | 0.00% | +12 | New |
| Coppell Advisory Solutions LLC | 12 | $879 | 0.00% | +12 | New |
| Bartlett & Co. LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 15 | $1.07K | 0.00% | +15 | New |
| Central Trust Co | 15 | $1.07K | 0.00% | 00.0% | Unchanged |
| BBJS Financial Advisors, LLC | 15 | $1.07K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 15 | $1.07K | 0.00% | +15 | New |
| WealthPlan Investment Management, LLC | 18 | $1.29K | 0.00% | −80−81.6% | Reduced |
| Ancora Advisors, LLC | 18 | $1.29K | 0.00% | −32−64.0% | Reduced |
| Lee Financial Co | 18 | $1.29K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 19 | $1.36K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 19 | $1.36K | 0.00% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 18 | $1.43K | 0.00% | −2−10.0% | Reduced |
| Washington Trust Co | 20 | $1.43K | 0.00% | −750−97.4% | Reduced |
| Proequities, Inc. | 20 | $1.43K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 20 | $1.43K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 20 | $1.43K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 20 | $1.43K | 0.00% | +20 | New |
| Sandy Spring Bank | 20 | $1.43K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 21 | $1.50K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 21 | $1.50K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 23 | $1.65K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 24 | $1.72K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 25 | $1.76K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 25 | $1.79K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 25 | $1.79K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 25 | $1.79K | 0.00% | +25 | New |
| Cornerstone Planning Group LLC | 27 | $1.93K | 0.00% | +27 | New |
| Endurance Wealth Management, Inc. | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 28 | $2.00K | 0.00% | +28 | New |
| Investors Research Corp | 29 | $2.08K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 30 | $2.15K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 30 | $2.15K | 0.00% | +30 | New |
| Mendota Financial Group, LLC | 30 | $2.15K | 0.00% | −5−14.3% | Reduced |
| Operose Advisors LLC | 30 | $2.15K | 0.00% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 30 | $2.15K | 0.01% | +30 | New |
| Stonebridge Capital Advisors LLC | 31 | $2.22K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 31 | $2.22K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 32 | $2.29K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 33 | $2.36K | 0.01% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 40 | $2.86K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 40 | $2.86K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 40 | $2.86K | 0.00% | +25+166.7% | Added |
| Wolff Wiese Magana LLC | 41 | $2.93K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 41 | $2.93K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 41 | $2.93K | 0.00% | +31+310.0% | Added |
| Asset Dedication, LLC | 44 | $3.00K | 0.00% | +25+131.6% | Added |
| Loomis Sayles & Co L P | 46 | $3.00K | 0.00% | +46 | New |
| CNB Bank | 44 | $3.15K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 45 | $3.22K | 0.00% | +45 | New |
| Cary Street Partner Investment Advisory LLC | 46 | $3.29K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 47 | $3.36K | 0.00% | 00.0% | Unchanged |
| Lansing Street Advisors | 48 | $3.43K | 0.00% | +48 | New |
| Rosenberg Matthew Hamilton | 49 | $3.51K | 0.00% | −400−89.1% | Reduced |
| Optimum Investment Advisors | 50 | $3.58K | 0.00% | 00.0% | Unchanged |
| First Command Bank | 50 | $3.58K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 50 | $3.58K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 50 | $3.58K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 50 | $3.58K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 51 | $3.65K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 54 | $3.86K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 54 | $3.86K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 55 | $3.94K | 0.00% | −50−47.6% | Reduced |
| Carmichael Hill & Associates, Inc. | 55 | $3.94K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 55 | $3.94K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 55 | $3.94K | 0.00% | +40+266.7% | Added |
| Harvest Fund Management Co., Ltd | 53 | $4.00K | 0.00% | −731−93.2% | Reduced |