| Dogwood Wealth Management LLC | 0 | $5 | 0.00% | 0 | New |
| McGlone Suttner Wealth Management, Inc. | 1 | $32 | 0.00% | +1 | New |
| Cornerstone Planning Group LLC | 1 | $45 | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 1 | $47 | 0.00% | +1 | New |
| Evermay Wealth Management LLC | 8 | $363 | 0.00% | −1,149−99.3% | Reduced |
| Frazier Financial Advisors, LLC | 10 | $453 | 0.00% | +10 | New |
| True Wealth Design, LLC | 12 | $544 | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 13 | $589 | 0.00% | +13 | New |
| Financial Synergies Wealth Advisors, Inc. | 10 | $616 | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 14 | $634 | 0.00% | +14 | New |
| Richard W. Paul & Associates, LLC | 16 | $725 | 0.00% | −1−5.9% | Reduced |
| Glen Eagle Advisors, LLC | 17 | $770 | 0.00% | −7−29.2% | Reduced |
| Addison Advisors LLC | 17 | $771 | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 18 | $832 | 0.00% | +18 | New |
| Rogco, LP | 20 | $906 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 21 | $951 | 0.00% | −16−43.2% | Reduced |
| Tortoise Investment Management, LLC | 21 | $951 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 24 | $1.09K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 24 | $1.09K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 25 | $1.13K | 0.00% | +25 | New |
| Old Second National Bank of Aurora | 26 | $1.18K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 30 | $1.36K | 0.00% | −197−86.8% | Reduced |
| Exchange Traded Concepts, LLC | 36 | $1.63K | 0.00% | +6+20.0% | Added |
| Eagle Bay Advisors LLC | 37 | $1.68K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 38 | $1.72K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 40 | $1.81K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 40 | $1.81K | 0.00% | +40 | New |
| GoalVest Advisory LLC | 41 | $1.85K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 41 | $1.86K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 44 | $1.99K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 45 | $2.03K | 0.00% | +45 | New |
| Scarborough Advisors, LLC | 47 | $2.13K | 0.00% | +47 | New |
| New Millennium Group LLC | 50 | $2.27K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 53 | $2.40K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 58 | $2.63K | 0.00% | −1−1.7% | Reduced |
| Estabrook Capital Management | 59 | $2.67K | 0.00% | 00.0% | Unchanged |
| Central Bank & Trust Co | 60 | $2.72K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 60 | $2.72K | 0.00% | +60 | New |
| Valued Wealth Advisors LLC | 61 | $2.91K | 0.00% | +61 | New |
| Loomis Sayles & Co L P | 59 | $3.00K | 0.00% | −13,687−99.6% | Reduced |
| Roble, Belko & Company, Inc | 73 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 68 | $3.08K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 68 | $3.08K | 0.00% | +68 | New |
| Trifecta Capital Advisors, LLC | 74 | $3.35K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 75 | $3.40K | 0.00% | −19−20.2% | Reduced |
| Strengthening Families & Communities, LLC | 86 | $3.88K | 0.00% | −983−92.0% | Reduced |
| Cetera Trust Company, N.A | 86 | $3.90K | 0.00% | +86 | New |
| SJS Investment Consulting Inc. | 94 | $4.26K | 0.00% | +8+9.3% | Added |
| FinTrust Capital Advisors, LLC | 94 | $4.27K | 0.00% | −500−84.2% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 97 | $4.39K | 0.00% | −467−82.8% | Reduced |
| Arrow Financial Corp | 100 | $4.53K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 100 | $4.53K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 103 | $4.67K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 111 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 113 | $5.12K | 0.00% | −156−58.0% | Reduced |
| First Command Advisory Services, Inc. | 119 | $5.39K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 121 | $5.48K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 131 | $5.96K | 0.00% | +1+0.8% | Added |
| Baldwin Brothers Inc | 150 | $6.79K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 150 | $6.79K | 0.00% | +150 | New |
| America First Investment Advisors, LLC | 151 | $6.84K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 153 | $6.93K | 0.00% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 155 | $7.04K | 0.00% | +155 | New |
| Byrne Asset Management LLC | 156 | $7.24K | 0.01% | +10+6.8% | Added |
| DT Investment Partners, LLC | 168 | $7.28K | 0.00% | 00.0% | Unchanged |
| Motco | 165 | $7.47K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 170 | $7.70K | 0.00% | −26−13.3% | Reduced |
| Albion Financial Group | 171 | $7.75K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 186 | $8.00K | 0.00% | +167+878.9% | Added |
| JNBA Financial Advisors | 189 | $8.57K | 0.00% | −72−27.6% | Reduced |
| Wolff Wiese Magana LLC | 191 | $8.65K | 0.01% | −77−28.7% | Reduced |
| Missouri Trust & Investment Co | 192 | $8.70K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 201 | $9.00K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 190 | $9.00K | 0.00% | +3+1.6% | Added |
| Chesapeake Asset Management LLC | 200 | $9.06K | 0.01% | −150−42.9% | Reduced |
| Heritage Wealth Advisors | 200 | $9.06K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 200 | $9.06K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 200 | $9.06K | 0.00% | +200 | New |
| Global Financial Private Client, LLC | 200 | $9.06K | 0.00% | +200 | New |
| TD Capital Management LLC | 201 | $9.12K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 201 | $9.35K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 214 | $9.69K | 0.01% | +214 | New |
| South State Corp. | 220 | $9.97K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 223 | $10.1K | 0.01% | 00.0% | Unchanged |
| Advantage Trust Co | 225 | $10.2K | 0.01% | +225 | New |
| Livelsberger Financial Advisory | 236 | $10.7K | 0.01% | +236 | New |
| Institutional & Family Asset Management, LLC | 237 | $10.8K | 0.00% | +1+0.4% | Added |
| GPS Wealth Strategies Group, LLC | 244 | $11.1K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 253 | $11.5K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 258 | $11.7K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 273 | $12.4K | 0.01% | +18+7.1% | Added |
| Impact Partnership Wealth, LLC | 277 | $12.5K | 0.00% | −155−35.9% | Reduced |
| POM Investment Strategies, LLC | 279 | $12.7K | 0.01% | +279 | New |
| Desjardins Global Asset Management Inc. | 283 | $12.8K | 0.00% | +5+1.8% | Added |
| Tennessee Valley Asset Management Partners | 289 | $13.1K | 0.00% | +289 | New |
| Prestige Wealth Management Group LLC | 289 | $13.1K | 0.00% | +7+2.5% | Added |
| EdgeRock Capital LLC | 326 | $13.5K | 0.01% | +326 | New |
| Planning Capital Management Corp | 300 | $13.6K | 0.01% | +300 | New |
| Bruce G. Allen Investments, LLC | 305 | $13.8K | 0.01% | +305 | New |
| GHP Investment Advisors, Inc. | 308 | $14.0K | 0.00% | +5+1.7% | Added |