| Abound Wealth Management | 1 | $508 | 0.00% | 00.0% | Unchanged |
| Tower Trust & Investment Co | 1 | $757 | 0.00% | +1 | New |
| Central Trust Co | 1 | $758 | 0.00% | −17−94.4% | Reduced |
| Quaker Wealth Management, LLC | 1 | $758 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $758 | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 1 | $758 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 1 | $758 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1 | $758 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 1 | $758 | 0.00% | 00.0% | Unchanged |
| Trust Co | 1 | $758 | 0.00% | 00.0% | Unchanged |
| Motco | 1 | $758 | 0.00% | +1 | New |
| AdvisorNet Financial, Inc | 1 | $758 | 0.00% | +1 | New |
| JNBA Financial Advisors | 1 | $758 | 0.00% | +1 | New |
| Mascoma Wealth Management LLC | 1 | $758 | 0.00% | +1 | New |
| Davis Capital Management | 1 | $758 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 1 | $758 | 0.00% | +1 | New |
| Breakwater Investment Management | 1 | $758 | 0.00% | +1 | New |
| Nvest Wealth Strategies, Inc. | 1 | $758 | 0.00% | +1 | New |
| MCF Advisors LLC | 1 | $759 | 0.00% | −3−75.0% | Reduced |
| Navigoe, LLC | 2 | $1.00K | 0.00% | +2 | New |
| Bruce G. Allen Investments, LLC | 2 | $1.52K | 0.00% | −2−50.0% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 2 | $1.52K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 2 | $1.52K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 2 | $1.52K | 0.00% | +1+100.0% | Added |
| Geneos Wealth Management Inc. | 2 | $1.52K | 0.00% | +2 | New |
| Capital Advisors, Ltd. LLC | 2 | $2.00K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 3 | $2.27K | 0.02% | −3−50.0% | Reduced |
| Benson Wealth Management INC | 3 | $2.27K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 3 | $2.27K | 0.00% | +1+50.0% | Added |
| Financial Management Professionals, Inc. | 3 | $2.27K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 3 | $2.27K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 4 | $3.03K | 0.00% | −11−73.3% | Reduced |
| Plante Moran Financial Advisors, LLC | 4 | $3.03K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 4 | $3.03K | 0.00% | 00.0% | Unchanged |
| Bravera Wealth | 4 | $3.03K | 0.00% | 00.0% | Unchanged |
| Marshall Investment Management, LLC | 4 | $3.03K | 0.00% | +4 | New |
| William B. Walkup & Associates, Inc. | 4 | $3.03K | 0.00% | +4 | New |
| Wealth Enhancement Trust Services, Inc. | 4 | $3.03K | 0.00% | +4 | New |
| Valued Wealth Advisors LLC | 4 | $3.05K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 5 | $3.79K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 5 | $3.79K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 5 | $3.79K | 0.00% | +1+25.0% | Added |
| Gleason Group, Inc. | 5 | $3.79K | 0.00% | +5 | New |
| Atlas Capital Advisors LLC | 6 | $4.55K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 6 | $4.55K | 0.00% | −1−14.3% | Reduced |
| MTM Investment Management, LLC | 6 | $4.55K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 7 | $5.30K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 7 | $5.30K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 8 | $6.06K | 0.00% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 8 | $6.06K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 8 | $6.06K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 8 | $6.06K | 0.00% | +5+166.7% | Added |
| Cromwell Holdings LLC | 8 | $6.06K | 0.00% | +4+100.0% | Added |
| Hughes Financial Services, LLC | 9 | $6.82K | 0.00% | +3+50.0% | Added |
| Accent Capital Management, LLC | 9 | $6.82K | 0.00% | +2+28.6% | Added |
| Dunhill Financial, LLC | 9 | $7.41K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 10 | $7.58K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 10 | $7.68K | 0.00% | +7+233.3% | Added |
| Basecamp Wealth Advisors LLC | 11 | $8.34K | 0.00% | +8+266.7% | Added |
| Silver Grove Financial Group, Inc. | 11 | $8.34K | 0.00% | +11 | New |
| Rakuten Securities, Inc. | 12 | $9.09K | 0.00% | +8+200.0% | Added |
| Cape Investment Advisory, Inc. | 14 | $10.6K | 0.00% | +14 | New |
| LRI Investments, LLC | 15 | $11.4K | 0.00% | +3+25.0% | Added |
| Atlantic Trust, LLC | 15 | $11.4K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 16 | $12.1K | 0.00% | −1−5.9% | Reduced |
| Richardson Financial Services Inc. | 16 | $12.1K | 0.01% | −1−5.9% | Reduced |
| IMA Wealth, Inc. | 16 | $12.1K | 0.00% | +16 | New |
| Elequin Capital LP | 17 | $12.9K | 0.00% | +7+70.0% | Added |
| Covestor Ltd | 16 | $13.0K | 0.01% | −13−44.8% | Reduced |
| Rossby Financial, LCC | 18 | $13.6K | 0.00% | +6+50.0% | Added |
| Avion Wealth | 19 | $14.0K | 0.00% | +3+18.8% | Added |
| FWL Investment Management, LLC | 19 | $14.4K | 0.00% | +10+111.1% | Added |
| Salomon & Ludwin, LLC | 20 | $15.2K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 20 | $15.2K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 20 | $15.2K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 20 | $15.2K | 0.00% | +1+5.3% | Added |
| Cherry Tree Wealth Management, LLC | 20 | $15.2K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 21 | $15.9K | 0.00% | +10+90.9% | Added |
| Meeder Asset Management Inc | 22 | $16.7K | 0.00% | +5+29.4% | Added |
| Prestige Wealth Management Group LLC | 22 | $16.7K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 23 | $17.4K | 0.02% | −4−14.8% | Reduced |
| Robinswood Financial LLC | 24 | $18.2K | 0.01% | 00.0% | Unchanged |
| Vision Retirement, LLC | 24 | $18.3K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 25 | $18.9K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 25 | $18.9K | 0.01% | +25 | New |
| Strategic Wealth Partners, Ltd. | 26 | $19.7K | 0.00% | +7+36.8% | Added |
| JPL Wealth Management, LLC | 28 | $21.2K | 0.00% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 32 | $21.8K | 0.02% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 30 | $22.7K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 31 | $23.5K | 0.00% | −1−3.1% | Reduced |
| Farmers & Merchants Investments Inc | 32 | $24.2K | 0.00% | −2−5.9% | Reduced |
| MV Capital Management, Inc. | 34 | $25.8K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 36 | $27.3K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 37 | $28.0K | 0.00% | +7+23.3% | Added |
| Quantbot Technologies LP | 39 | $29.6K | 0.00% | +39 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 40 | $30.3K | 0.00% | −200−83.3% | Reduced |
| Action Point Financial Planning, LLC | 42 | $31.1K | 0.00% | +42 | New |
| Signature Equity Partners, LLC | 42 | $31.9K | 0.01% | −18−30.0% | Reduced |
| Bullock Wealth Management Group | 45 | $34.1K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 47 | $35.6K | 0.00% | +3+6.8% | Added |