| BOK Financial Private Wealth, Inc. | 0 | $9 | 0.00% | 0 | New |
| Raleigh Capital Management Inc. | 1 | $79 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 2 | $157 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2 | $157 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 2 | $157 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 4 | $318 | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 5 | $393 | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 5 | $393 | 0.00% | +5 | New |
| TFC Financial Management | 5 | $394 | 0.00% | +1+25.0% | Added |
| Assetmark, Inc | 6 | $472 | 0.00% | −20−76.9% | Reduced |
| Prestige Wealth Management Group LLC | 9 | $715 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 10 | $787 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 12 | $944 | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 12 | $944 | 0.00% | +12 | New |
| Financial Management Professionals, Inc. | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 13 | $1.02K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 13 | $1.02K | 0.00% | +3+30.0% | Added |
| Anchor Investment Management, LLC | 17 | $1.34K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 17 | $1.34K | 0.00% | +17 | New |
| Reuter James Wealth Management, LLC | 17 | $1.34K | 0.00% | +17 | New |
| Financial Network Wealth Advisors LLC | 20 | $1.57K | 0.00% | +20 | New |
| Zions Bancorporation, N.A. | 22 | $1.73K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 22 | $1.73K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 23 | $1.81K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 23 | $1.82K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 25 | $1.97K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 32 | $2.00K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 27 | $2.12K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 30 | $2.36K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 30 | $2.36K | 0.00% | +30 | New |
| Trust Co of Vermont | 34 | $2.67K | 0.00% | +1+3.0% | Added |
| Ritter Daniher Financial Advisory LLC | 34 | $2.67K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 42 | $3.30K | 0.00% | +42 | New |
| Atlantic Edge Private Wealth Management, LLC | 45 | $3.54K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 45 | $3.54K | 0.00% | +45 | New |
| LGT Financial Advisors LLC | 49 | $3.85K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 49 | $3.85K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 50 | $3.93K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 50 | $3.93K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 50 | $3.93K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 50 | $3.93K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 54 | $4.00K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 58 | $4.56K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 59 | $4.64K | 0.00% | +2+3.5% | Added |
| Caldwell Sutter Capital, Inc. | 60 | $4.72K | 0.00% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 66 | $5.00K | 0.00% | +66 | New |
| Breakwater Investment Management | 64 | $5.04K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 65 | $5.11K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 75 | $5.90K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 78 | $6.13K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 81 | $6.37K | 0.00% | +81 | New |
| MB, Levis & Associates, LLC | 82 | $6.45K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 82 | $6.51K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 87 | $6.84K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 87 | $7.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 90 | $7.00K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 88 | $7.00K | 0.00% | +88 | New |
| PSI Advisors, LLC | 93 | $7.32K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 97 | $7.63K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 100 | $7.87K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 107 | $8.42K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 117 | $9.00K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 115 | $9.05K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 117 | $9.20K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 119 | $9.36K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 120 | $9.44K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 125 | $9.83K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 150 | $11.0K | 0.00% | +150 | New |
| Capital Performance Advisors LLP | 141 | $11.1K | 0.00% | +141 | New |
| Richardson Financial Services Inc. | 162 | $11.5K | 0.01% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 150 | $11.8K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 150 | $11.8K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 150 | $11.8K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 150 | $11.8K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 150 | $11.8K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 150 | $11.8K | 0.00% | +150 | New |
| Raffa Wealth Management, LLC | 157 | $12.3K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 161 | $12.7K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 174 | $13.7K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 174 | $13.7K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 175 | $13.8K | 0.01% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 176 | $13.8K | 0.01% | −1−0.6% | Reduced |
| Sittner & Nelson, LLC | 181 | $14.2K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 190 | $15.0K | 0.00% | +35+22.6% | Added |
| Washington Trust Co | 200 | $15.7K | 0.00% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 200 | $15.7K | 0.08% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 212 | $16.7K | 0.00% | −2−0.9% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 215 | $16.9K | 0.00% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 217 | $17.1K | 0.00% | +217 | New |
| HHM Wealth Advisors, LLC | 220 | $17.3K | 0.00% | −230−51.1% | Reduced |
| WFA Asset Management Corp | 232 | $18.3K | 0.01% | +2+0.9% | Added |
| Mather Group, LLC. | 236 | $18.6K | 0.00% | −525−69.0% | Reduced |
| Bell Investment Advisors, Inc | 243 | $19.1K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 250 | $19.7K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 250 | $19.7K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 250 | $19.7K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 199 | $19.8K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 253 | $19.9K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 253 | $19.9K | 0.00% | 00.0% | Unchanged |