| McClarren Financial Advisors, Inc. | 2 | $0 | 0.00% | +2 | New |
| WestEnd Advisors, LLC | 1 | $246 | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 1,572 | $387 | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 3 | $640 | 0.00% | +3 | New |
| PEAK6 Investments LLC | 3 | $703 | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 3 | $739 | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 3 | $739 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 3 | $739 | 0.00% | 00.0% | Unchanged |
| EWG Elevate Inc. | 3 | $739 | 0.00% | +3 | New |
| FIL Ltd | 4 | $985 | 0.00% | −15,931−100.0% | Reduced |
| Delos Wealth Advisors, LLC | 4 | $985 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 4 | $985 | 0.00% | +4 | New |
| Tompkins Financial Corp | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 5 | $1.23K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $1.23K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 6 | $1.48K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 6 | $1.48K | 0.00% | +6 | New |
| Bellevue Asset Management, LLC | 7 | $1.72K | 0.00% | +1+16.7% | Added |
| Tfo-TDC, LLC | 20 | $1.96K | 0.00% | +20 | New |
| Beaird Harris Wealth Management, LLC | 8 | $1.97K | 0.00% | +8 | New |
| Valley National Advisers Inc | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 12 | $2.00K | 0.00% | +12 | New |
| Laffer Tengler Investments | 10 | $2.46K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 10 | $2.46K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 10 | $2.46K | 0.00% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 11 | $2.71K | 0.00% | +11 | New |
| Castleview Partners, LLC | 13 | $3.20K | 0.00% | +7+116.7% | Added |
| Horan Securities, Inc. | 13 | $3.20K | 0.00% | +13 | New |
| Northwest Investment Counselors, LLC | 15 | $3.69K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 246 | $3.77K | 0.04% | −1,194−82.9% | Reduced |
| Hollencrest Capital Management | 16 | $3.94K | 0.00% | +16 | New |
| Sierra Capital LLC | 15 | $4.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 19 | $4.68K | 0.00% | −148−88.6% | Reduced |
| Glass Jacobson Investment Advisors llc | 19 | $4.68K | 0.00% | +19 | New |
| Core Wealth Advisors, Inc. | 20 | $4.92K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 20 | $4.92K | 0.00% | +20 | New |
| Hazlett, Burt & Watson, Inc. | 20 | $5.00K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 22 | $5.00K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 21 | $5.17K | 0.00% | +21 | New |
| Red Tortoise LLC | 23 | $5.66K | 0.00% | +23 | New |
| AlphaMark Advisors, LLC | 23 | $6.00K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 26 | $6.00K | 0.00% | −1−3.7% | Reduced |
| Barrett & Company, Inc. | 25 | $6.16K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 25 | $6.17K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 28 | $6.89K | 0.00% | −10−26.3% | Reduced |
| ClariVest Asset Management LLC | 27 | $7.00K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 29 | $7.14K | 0.00% | +20+222.2% | Added |
| DT Investment Partners, LLC | 29 | $7.14K | 0.00% | +20+222.2% | Added |
| Plante Moran Financial Advisors, LLC | 30 | $7.39K | 0.00% | −33−52.4% | Reduced |
| My Personal CFO, LLC | 32 | $7.88K | 0.01% | +32 | New |
| MB, Levis & Associates, LLC | 32 | $7.88K | 0.01% | +32 | New |
| American National Bank | 34 | $8.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 34 | $8.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 34 | $8.37K | 0.00% | +10+41.7% | Added |
| Aspire Private Capital, LLC | 34 | $8.46K | 0.00% | −2−5.6% | Reduced |
| JJJ Advisors Inc. | 37 | $8.61K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 35 | $8.62K | 0.00% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 35 | $8.62K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 37 | $9.11K | 0.00% | −1,601−97.7% | Reduced |
| Motco | 37 | $9.11K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 39 | $9.60K | 0.00% | −1−2.5% | Reduced |
| Freedom Wealth Alliance, LLC | 39 | $9.60K | 0.01% | +39 | New |
| TD Ameritrade Investment Management, LLC | 40 | $10.0K | 0.00% | −63−61.2% | Reduced |
| Pflug Koory, LLC | 42 | $10.0K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 42 | $10.4K | 0.00% | 00.0% | Unchanged |
| Paragon Wealth Strategies, LLC | 44 | $10.8K | 0.01% | 00.0% | Unchanged |
| Schubert & Co | 44 | $10.8K | 0.01% | +3+7.3% | Added |
| Dividend Assets Capital, LLC | 45 | $11.0K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 48 | $11.9K | 0.01% | +4+9.1% | Added |
| Close Asset Management Ltd | 50 | $12.0K | 0.00% | +50 | New |
| Cary Street Partners Asset Management LLC | 50 | $12.3K | 0.00% | −83−62.4% | Reduced |
| Lowe Wealth Advisors, LLC | 50 | $12.3K | 0.01% | −50−50.0% | Reduced |
| St. Johns Investment Management Company, LLC | 50 | $12.3K | 0.01% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 50 | $12.3K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 51 | $12.4K | 0.01% | +1+2.0% | Added |
| Providence Capital Advisors, LLC | 53 | $13.1K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 54 | $13.3K | 0.00% | +49+980.0% | Added |
| Grey Fox Wealth Advisors, LLC | 59 | $14.5K | 0.01% | +59 | New |
| Compass Wealth Management LLC | 59 | $14.5K | 0.00% | +59 | New |
| Sutton Wealth Advisors Inc. | 60 | $14.8K | 0.01% | +4+7.1% | Added |
| Missouri Trust & Investment Co | 60 | $15.0K | 0.01% | 00.0% | Unchanged |
| Baillie Gifford & Co | 62 | $15.3K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 62 | $15.3K | 0.00% | +46+287.5% | Added |
| Itau Unibanco Holding S.A. | 63 | $15.5K | 0.00% | +2+3.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 64 | $15.9K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 65 | $16.0K | 0.02% | 00.0% | Unchanged |
| Bank of New Hampshire | 65 | $16.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 68 | $16.7K | 0.01% | +3+4.6% | Added |
| AXS Investments LLC | 72 | $17.7K | 0.01% | +72 | New |
| IMA Wealth, Inc. | 75 | $18.5K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 77 | $18.8K | 0.00% | +1+1.3% | Added |
| Sound Income Strategies, LLC | 77 | $19.0K | 0.00% | +11+16.7% | Added |
| HHM Wealth Advisors, LLC | 78 | $19.2K | 0.00% | −2−2.5% | Reduced |
| Front Row Advisors LLC | 81 | $20.0K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 87 | $21.4K | 0.00% | +52+148.6% | Added |
| Crewe Advisors LLC | 90 | $22.2K | 0.00% | −55−37.9% | Reduced |
| Tortoise Investment Management, LLC | 91 | $22.4K | 0.00% | +10+12.3% | Added |
| Bell Investment Advisors, Inc | 92 | $22.7K | 0.01% | −2−2.1% | Reduced |
| Ogorek Anthony Joseph | 94 | $23.0K | 0.01% | 00.0% | Unchanged |